麦肯锡：流程工业自动化市场增长潜力巨大

Group 1 - The core viewpoint of the report by McKinsey highlights the growth potential and challenges of China's smart manufacturing and industrial automation sectors, projecting significant advancements by 2030 [1] - The global market for industrial automation products is estimated to reach approximately $108.3 billion by 2025, with a compound annual growth rate (CAGR) of about 3.7% over the past three years [1] - China's industrial automation market exceeds 250 billion RMB, accounting for over one-third of the global market, with expectations for rapid growth in the next five years [1] Group 2 - The report identifies substantial growth potential in specific segments of the industrial automation market, such as automation equipment suitable for continuous flow manufacturing, industrial IoT software, and cloud services [1] - By 2025, global spending on automation equipment is projected to reach approximately $76 billion, up from $64 billion in 2019, with a CAGR of about 2.8% [1] - The market growth rate for industrial IoT software and cloud services is expected to reach 18% [1] Group 3 - In the distributed control systems (DCS) sector, key industries like power, petrochemicals, and oil and gas have achieved over 60% localization in the past decade [1] - Domestic leading suppliers have gained market recognition due to advantages such as quick service response and competitive pricing, although there remains a gap in the fields of programmable logic controllers (PLC) and industrial software [1] - The transition from "usable" to "user-friendly" domestic industrial automation solutions is anticipated, driven by the rapid development of emerging manufacturing sectors like lithium batteries, new energy, and semiconductors [2]