Rockwell Automation(US:ROK) 2 1 Shi Ji Jing Ji Bao Dao·2025-11-07 23:38Core Insights - Rockwell Automation showcases its commitment to digital transformation and smart manufacturing at the China International Import Expo, emphasizing the importance of AI, green technology, and innovation in driving new industrial growth [1] - The company believes that China's unique advantages, such as its comprehensive industrial system and rich application scenarios, will facilitate the integration of AI capabilities into traditional industries [1][2] - The demand for AI and machine learning in manufacturing is rapidly increasing, with 41% of manufacturers already adopting these technologies to enhance automation and address skill gaps [3][4] Group 1: AI and Energy Transformation - AI is expected to increase energy demand while also optimizing energy efficiency, contributing to carbon neutrality efforts [2] - China is focusing on a comprehensive green energy transition, which will reshape global supply chains and create significant business opportunities in AI and energy sectors [2] - The challenge lies in effectively utilizing renewable energy sources to meet the growing energy needs of AI development [2] Group 2: AI Adoption in Manufacturing - A significant portion of manufacturers (95%) plan to invest in AI and machine learning technologies within the next five years, with quality control being the top application area [3][4] - The adoption of generative and causal AI is growing, indicating a shift from experimental phases to more mature deployments [3] - The integration of AI into various industrial applications remains challenging due to the diverse needs of different sectors [4] Group 3: Globalization and Market Expansion - Despite global supply chain challenges, Chinese companies are accelerating their globalization efforts, leveraging their substantial industrial supply capacity [4] - Localized service provision is crucial for companies looking to expand internationally, as they must align their offerings with local market demands [4][5] - Rockwell Automation's collaboration with Yichao Packaging exemplifies how intelligent machine solutions can enhance international competitiveness through technological upgrades [5]