Quanzhou, China, Oct. 23, 2025 (GLOBE NEWSWIRE) -- INLIF LIMITED (Nasdaq: INLF) (the “Company” or “INLIF”), a company engaged in the research, development, manufacturing, and sales of injection molding machine-dedicated manipulator arms, today unveiled its strategic expansion into the new energy sector in response to surging demand for high-precision industrial automation. This milestone marks a significant qualitive leap in the Company’s strategic transformation and long-term growth trajectory. Since its N ...

China Industrials | Asia Pacific 3Q25 Preview - New Energy Equipment October 9, 2025 09:00 PM GMT LiB equipment orders likely continued to improve sequentially in 3Q, while solar equipment new orders saw further shortfalls for most equipment players. Prefer Wuxi Lead and Hangke. Key Takeaways M Idea Morgan Stanley Asia Limited+ Sheng Zhong Equity Analyst Sheng.Zhong@morganstanley.com +852 2239-7821 Serena Chen Research Associate Serena.Chen@morganstanley.com +852 2848-7107 Chelsea Wang Equity Analyst Jinlin ...

Summary of Conference Call on China Industrials Industry Overview - The focus is on the **capital goods sector** in China, particularly driven by **industrial upgrades**, **technology iterations**, a **domestic replacement cycle**, and **overseas opportunities**. [1][9] - **Li-battery equipment** and **construction machinery** are highlighted as being in a favorable position. [1] Key Insights Automation and General Machinery - Expected **growth recovery** in automation at approximately **5% year-on-year** in 2026, driven by: 1. Replacement demand. 2. New energy no longer being a drag. 3. AI applications creating new capital expenditure demand, such as intelligent robots and PCB equipment. 4. Enhanced competitiveness of advanced equipment manufacturers globally. - Preferred companies include **Inovance** for localization and **Geekplus** for strong orders in warehouse automation. [3] Heavy Industry - **Construction Machinery (CM)** is entering an improving cycle with ongoing domestic recovery and recovering overseas demand. Preferred companies are **Sany Heavy** and **Hengli**. - Anticipated **15% year-on-year growth** in **heavy-duty truck (HDT)** sales in the second half of 2025, primarily driven by electric models, followed by a slowdown to **5% year-on-year growth** in 2026 due to domestic replacement demand. - For **railway equipment**, steady rolling stock deliveries are expected in the second half of 2025 and early 2026, but new orders are projected to decline in 2026. [4] Intelligent/Humanoid Robots - Adoption is expected to ramp up in the second half of 2025, benefiting suppliers and integrators. Preferred companies include **Hengli**, **Inovance**, and **Shuanghuan** for their mass production advantages. [5] New Energy Equipment - Demand for **LiB equipment** is projected to increase by **46%**, **24%**, and **21%** in 2025, 2026, and 2027 respectively, reaching a historical cyclical high due to growing demand and technology iterations. - Preferred companies in this sector are **Wuxi Lead** and **Hangke**. - A negative outlook is noted for **solar equipment** in 2026 due to severe overcapacity and sluggish demand. [6] Long-term Growth Drivers - **AI technology diffusion** into intelligent manufacturing and equipment. - Ongoing **localization** of advanced equipment, with current localization rates around **40-45%** for automation and industrial robots, expected to reach **70-80%** by 2030. - **Global expansion** of equipment exports, which have outpaced overall Chinese exports from 2020 to 2025. [19][20] Market Dynamics - The equipment cycle is shifting into an **upcycle** after 3-4 years of downturn, particularly in construction machinery, lithium battery equipment, and automation. [9] - The impact of **anti-involution** on capital goods is viewed as limited, with potential for additional demand in certain sectors. [20] Investment Recommendations - Top picks include **Sany**, **Wuxi Lead**, **Hangke**, **Inovance**, and **Geekplus**. [9] - The report emphasizes the importance of focusing on leading and innovative players in the sector. [17]

Core Insights - The Jinan City government is actively promoting the "Industrial Strong City Development Strategy," focusing on industrial return and modernization of the industrial system, resulting in robust growth in the industrial economy of the Shizhong District [1] Group 1: Industrial Growth and Performance - Shizhong District has 82 large-scale industrial enterprises, with total industrial output value projected to reach 155.7 billion yuan in 2023 and 177.8 billion yuan in 2024, reflecting growth rates of 19.9% and 14.1% respectively [1] - The district has accumulated 330 industrial projects over the past three years, with total investments exceeding 90 billion yuan, indicating a strong foundation for future growth [2] Group 2: Key Industry Developments - The artificial intelligence sector is developing rapidly, with 40 key enterprises and a planned computing power of 4600P, focusing on high computing power and strong applications [3] - The new energy equipment industry is expected to achieve an output value of 70.4 billion yuan in 2024, contributing to the "Shandong Energy Internet Industry Cluster" with a total output value exceeding 340 billion yuan [3] Group 3: Digital Transformation - The district has established 5,481 5G base stations and 14,500 kilometers of deterministic networks, providing strong support for new industrialization [4] - The digital services industry is expected to generate revenues of 156.1 billion yuan in 2024, with 13 digital service enterprises reaching billion-level revenues [4] Group 4: Innovation Ecosystem - In 2024, the district is expected to register over 1,400 technology contracts with transactions exceeding 10 billion yuan, indicating a thriving innovation environment [5] - The number of provincial-level "specialized, refined, characteristic, and innovative" enterprises has doubled compared to the previous year, showcasing a significant increase in innovation capacity [5]

Group 1: Core Industry Development - Jinan City has identified five key industries for future development: artificial intelligence, new energy equipment, aerospace information, high-end software, and automotive (new energy vehicles) [1] - The focus is on driving advanced manufacturing and digital economy growth through these industries [1] Group 2: Artificial Intelligence Industry - The goal is to build a "high computing power, large model, strong application" innovation system for the artificial intelligence industry [2] - Efforts include enhancing network infrastructure, supporting algorithm innovation, and creating an industrial ecosystem with leading companies like Alibaba and Tencent [2] Group 3: New Energy Equipment Industry - The strategy is to promote the new energy equipment industry towards intelligence and high-end development, focusing on wind, solar, nuclear, hydrogen, and energy storage [3] - Key initiatives include supporting major enterprises, advancing significant project construction, and establishing high-level innovation platforms [3] Group 4: Aerospace Information Industry - The development of the aerospace information industry is driven by low-altitude economy and commercial space, focusing on application scenarios and technological innovation [4] - Actions include expanding application scenarios, building an industrial system, and enhancing infrastructure [4] Group 5: High-End Software Industry - The software industry is being promoted towards high-end, intelligent, and large-scale development, with a focus on emerging software and industrial software [5][6] - The strategy includes leveraging application scenarios in various sectors and fostering a software industry cluster [6] Group 6: Automotive Industry - The automotive industry is being developed with an emphasis on smart manufacturing and expanding the new energy vehicle supply chain [7] - Key actions involve establishing a new energy vehicle industrial park and enhancing supporting services through AI and high-end software [7]