Recently, the A-share intelligent manufacturing and high-end equipment sectors have been very active.
On June 2, the concept of automation equipment rose 2.28% intraday. Among related constituent stocks, Dongjie Intelligent (300486) rose 14.01%, Bozhong Precision (688097) rose 9.69%, and Green Harmonic (688017) rose 8.21%.
From an institutional perspective, the Sinolink Securities Research Report pointed out that the year-on-year decline in the size of the domestic automation market in 2025 has narrowed significantly. Driven by multiple drivers such as policy support, AI technology empowerment and manufacturing industry chain upgrades, the domestic market is expected to return to the growth track in 2026. Industrial robots, lithium batteries, packaging and logistics and other subdivisions are highly prosperous and constitute the main growth support.
Shenwan Hongyuan released a research report stating that demand in the industrial automation industry has stabilized in 2025, and demand for lithium batteries, 3C, semiconductors, machine tools, and AI-related equipment is improving.
In Q1 2026, the overall automation market will grow by 2.26%, of which the OEM market will grow by 6.64%, and demand from industries such as batteries, robots, electronics, and semiconductors will be concentrated.
Shen Wanhongyuan also pointed out that the whole year of 2026 is optimistic about the direction of procyclicality, AI equipment, and robots. Embodied intelligence has entered the first year of commercialization, and core components have begun to contribute revenue and performance.
Open Source Securities released a research report stating that the explosion of computing power demand generated by large AI models has brought about a boom in the AI subdivision track, and fields such as optical modules, PCBs, and robots are worthy of attention.
The general automation industry is ushering in a recovery, and fields such as forklifts, industrial controls, and machine tools are expected to enter a new upward cycle.
At the policy level, the “15th Five-Year Plan” outline clearly proposes “accelerating the construction of a manufacturing power.”
On May 30, the first Equipment Power Forum jointly sponsored by the China Machinery Industry Federation and the Equipment Industry Development Center of the Ministry of Industry and Information Technology was held in Beijing. The Equipment Industry Development Center of the Ministry of Industry and Information Technology pointed out that the international competitiveness of my country’s high-end equipment industry has significantly improved. During the “15th Five-Year Plan” period, we must accelerate the innovative development of intelligent equipment, with the deep integration of new generation artificial intelligence technology and equipment technology as the main line.
The scale of China’s intelligent manufacturing equipment and other industries has exceeded 4.5 trillion yuan. The Ministry of Industry and Information Technology is working with relevant parties to formulate implementation guidelines for intelligent manufacturing projects to coordinate the promotion of digital transformation and intelligent upgrading of enterprises.
Taken together, in 2026, the intelligent manufacturing equipment sector will see an upward trend under the resonance of policy support and downstream multi-point demand. The automation equipment industry as a whole is in a recovery channel, and institutional consensus is becoming optimistic.
Driven by the expansion needs of downstream new energy, AI computing power, advanced packaging, etc., as a key supporting link in smart factories, the demand space for intelligent transportation systems is expanding simultaneously with the manufacturing expansion cycle.
Medela (920119), which was listed on the Beijing Stock Exchange on January 30, 2026, is a national-level specialized and new “little giant” enterprise in the field of intelligent conveying systems.
The company masters the core technology of the entire chain. Its high-precision intelligent conveying system has the characteristics of high precision (±0.01mm), high speed (300m/min), high cleanliness, flexibility, low energy consumption, and low cost. It is widely used in high-prosperity fields such as new energy, auto parts, and electronics.
The company is an important supplier to BYD, CATL, Sino-Sino Aviation, Pioneer Intelligence, Bozhong Seiko, Haimuxing, Today International, etc. It has also reached strategic cooperation with Bozhong Seiko and Haimuxing, and is expected to continue to benefit from the rising industry boom.
