On June 2, the concept of automation equipment showed a strong intraday trend, with an overall increase of 2.28%.
Among related constituent stocks, the performance is very impressive.
Dongjie Intelligent (300486) rose as much as 14.01%, Bojie (002975) and Kaidi (605288) both rose by 10.00%, Bozhong Precision (688097) rose by 9.69%, and Green Harmonic (688017) rose by 8.21%.
Sinolink Securities research report pointed out that the year-on-year decline in the size of the domestic automation market in 2025 has narrowed.
Looking forward to 2026, driven by multiple factors such as policy support, AI technology empowerment, and manufacturing industry chain upgrades, the domestic automation market is expected to return to the growth track.
Among them, subdivided fields such as industrial robots, lithium batteries, packaging and logistics are highly prosperous and will form the main support for growth.
Industrial robots are increasingly used in the manufacturing industry. They can improve production efficiency, reduce labor costs, and complete some high-precision and difficult tasks.
Lithium batteries are an important part of the new energy field. With the rapid development of electric vehicles, energy storage and other industries, the demand for lithium batteries is also increasing.
Automation upgrades in the packaging and logistics industry can improve logistics efficiency, reduce logistics costs, and meet growing market demand.
Shenwan Hongyuan research report also pointed out that the industrial automation industry has long-term growth logic.
As the intelligent and flexible transformation of the manufacturing industry continues to deepen, the penetration rate of equipment will continue to increase.
The process of domestic independent control is also advancing steadily. In 2023, local brands will account for 46% of the domestic industrial automation market, and have formed strong competitiveness in some segments.
It is expected that by 2026, the localization rate is expected to further increase.
This will not only help reduce the domestic manufacturing industry’s dependence on imported equipment, but also promote the development of the domestic automation equipment industry and improve the overall competitiveness of the domestic manufacturing industry.
The strengthening of the concept of automation equipment reflects the market’s optimism about the future development of the industry.
Under the combined effect of multiple factors such as policy, technology and market demand, the domestic automation market is expected to usher in new development opportunities.
Relevant enterprises should seize this opportunity, increase R&D investment, improve product quality and technical level, continuously expand market share, and make greater contributions to the transformation and upgrading of the domestic manufacturing industry.
At the same time, investors can also pay attention to stocks related to the concept of automation equipment and seize investment opportunities.
