我国锂电池隔膜设备需求旺盛，市场增长空间广阔

Investment Rating - The report indicates a strong growth potential in the lithium battery separator equipment market, suggesting a positive investment outlook for the industry. Core Insights - The global industrial automation market is projected to grow from USD 195 billion in 2022 to over USD 459 billion by 2032, indicating a robust growth trend [1][2] - China's industrial automation market reached CNY 262.9 billion in 2022, with a year-on-year growth of 3.91% [3][4] - The lithium battery separator is crucial for preventing short circuits and overheating in batteries, with production processes involving high technical barriers [5][6] - The wet process for separator production is currently the mainstream technology due to its superior performance for high energy density batteries, while the dry process is more cost-effective for other applications [9][11] Summary by Sections Automation Equipment Market Overview - The automation equipment primarily serves the manufacturing sector, enhancing production efficiency and reducing costs [1] - The global market for industrial automation is on a steady growth trajectory, with significant increases expected in the coming decade [2] Lithium Battery Separator Production Equipment Market - The separator production process includes various complex technologies, with a high reliance on imported equipment for wet process production [5][9] - Domestic manufacturers are increasingly binding with foreign equipment suppliers due to limited production capacity from overseas [11] - The estimated market size for separator equipment in China is projected to grow significantly from CNY 110.32 billion in 2022 to CNY 212.75 billion by 2025 [11][12]