Accelerated Energy Transition: A New Growth Engine for the Automation Equipment Market
Global energy security anxieties stemming from geopolitical conflicts are acting as a catalyst for the energy
transition, creating new growth opportunities for the automation equipment market.
I. Electric Vehicle and Energy Storage Capacity Expansion: Explosive Demand for Lithium Battery Automation
Equipment
In an era of high oil prices, the economic advantages of electric vehicles are becoming increasingly apparent.
Data from the International Energy Agency (IEA) shows that by 2025, the global electric vehicle market share
will exceed 35%, with penetration rates in Europe and the US growing 8 percentage points faster than expec
ted due to energy price fluctuations. This surge in end-user demand is directly driving a wave of capacity
expansion among upstream battery manufacturers. In the first quarter of 2026 alone, more than 10 large
battery factories in Europe and the US announced expansion plans, with a total investment exceeding €20
billion.
As a global leader in lithium battery equipment, Lead Intelligent Equipment has become a core supplier to
battery manufacturers in Europe and the US, leveraging its technological advantages in core equipment
such as winding machines and coating machines. Its new generation of high-speed winding machines boasts
a 30% higher production efficiency than the industry average and a yield rate of 99.5%, perfectly matching
the large-scale, high-precision production needs of overseas factories. Besides Lead Intelligent Equipment,
companies like Winway Technology and Hangke Technology are also accelerating their expansion into
overseas markets. The global lithium battery automation equipment market is projected to exceed 80 billion
yuan by 2026, with overseas markets accounting for 45%.
II. Accelerated Domestic Substitution: Demand for Automation Equipment Rises Across Multiple Fields
Geopolitical conflicts have made countries worldwide acutely aware of the importance of technological self
-reliance and control. Capital expenditures in domestic intelligent computing centers, photovoltaics, and
hydrogen energy sectors are continuously increasing. In the intelligent computing center sector, the number
of newly built intelligent computing centers in China is expected to exceed 30 by 2026, with related automat
ion and information technology equipment procurement exceeding 12 billion yuan. For example, the intelli
gent operation and maintenance system developed by the domestic automation company Supcon Technolo
gy for intelligent computing centers can reduce data center energy consumption by 15% and shorten equip
ment fault response time by 80%, and has already won bids for several national-level intelligent computing
center projects.
The photovoltaic industry is also ushering in new development opportunities. With the popularization of
high-efficiency battery technologies such as TOPCon and HJT, the precision and stability requirements for
automation equipment in photovoltaic production lines have significantly increased. Jingsheng Mechanical
& Electrical's PECVD equipment can control thin film deposition thickness error within ±2%, helping photo
voltaic cell conversion efficiency exceed 26%. In the hydrogen energy sector, the demand for automated
equipment in hydrogen production, storage, and refueling is also rapidly increasing. Companies like Snow
man and Houpu have already implemented automated control systems for hydrogen refueling stations on
a large scale.
III. High-End Trend: High-Value-Added Automated Equipment Experiences Structural Growth
Technological iterations in industries such as batteries, photovoltaics, and semiconductors are driving the
concentration of automated equipment in high-value-added areas. In power battery production, precision
pressing lines are crucial for ensuring battery safety and performance. A new generation of precision press
ing lines for power battery top covers, developed by domestic companies, employs visual positioning and
force control technology, achieving a pressing accuracy of ±0.01mm. It can monitor pressure, displacement
, and other parameters in real time during the pressing process, ensuring consistent assembly quality for
each top cover. Currently, this equipment is widely used by leading battery companies such as CATL and
BYD, with a market share exceeding 60%.
Intelligent detection systems are also representative of high-value-added automated equipment. In the
semiconductor packaging and testing process, intelligent vision inspection equipment can achieve micron
-level defect detection, with a detection speed more than five times faster than traditional equipment. Hua
xing Yuanchuang, a domestic company, has entered the supply chain of the world's top five semiconductor
packaging and testing companies, breaking the long-standing monopoly of foreign companies. It is estimat
ed that by 2026, the domestic high-end automation equipment market will exceed 50 billion yuan, maintain
ing an annual growth rate of over 25%.
