摩根士丹利：汇川技术_ 2025 年中国 BEST 大会反馈

May 11, 2025 08:18 PM GMT M Update Shenzhen Inovance Technology | Asia Pacific China BEST Conference 2025 Feedback April automation orders at high single-digit y-y growth: Mgmt noticed weaker momentum in some industries, such as PIMM (y-y decline in April), textile, solar, 3C and air compressors, among others. On the flip side, battery, machine tool, logistics machinery, packaging and air conditioners for data center orders stayed relatively solid. Process industries demand was soft in 1Q25 due to a lack of ...