Workflow
overseas expansion
icon
Search documents
中国工业技术 - 小幅上调中国工业自动化市场展望,并上调 8 只工厂自动化股票的目标价与每股收益-China Industrial Tech_ Slightly revise up China Industrial Automation market outlook and raise TP_EPS for 8 FA stocks
2025-10-09 02:00
Our key takeaway from our 2025 CIIF (China International Industry Fair) trip at the end of September was generally improving corporate confidence which surprised us to the upside, on the back of selective favorable end-markets, overseas expansion, and industry consolidation benefiting industry leaders (see report: Global Automation: 2025 CIIF Trip Takeaways: Slightly improving confidence, with AI a stronger emphasis; leaders more favorably positioned). Therefore, we revise up China Industrial Automation mar ...