Oute Meisen

The industrial automation instrument industry fully covers three major links: upstream raw materials and core components, midstream complete machine research and development, manufacturing and system integration, and downstream application services. In recent years, under the multiple effects of domestic substitution, technological upgrading, and policy guidance, the industry chain is undergoing comprehensive upgrading and reconstruction. The level of coordinated development and independent controllability between upstream and downstream continues to steadily improve, completely changing the industrial pattern of upstream being controlled by people, midstream low-end homogenization, and downstream application adaptation.

The upstream industrial chain is the core of industry upgrading, mainly including basic raw materials such as copper, aluminum, and steel, MCU microcontroller chips, MEMS sensors, precision movements, explosion-proof components, communication chips, and other core components. In the past, high-end chips and precision sensors were highly dependent on imports. Currently, the upstream independent research and development speed continues to accelerate, precision manufacturing processes, packaging and testing technologies continue to break through, local supply chain supporting capabilities have significantly increased, and the localization rate of core components has steadily improved, effectively ensuring the security and stability of the entire machine supply chain and reducing the risks caused by import supply disruptions and geopolitical fluctuations. At the same time, upstream specialized and new technology enterprises are growing rapidly, focusing on breakthroughs in the field of precision components and forming a specialized supporting system.

The structural transformation of the midstream complete machine manufacturing process has been completed, and the production capacity of a large number of low-end and backward analog instruments has been accelerated. Enterprises have fully turned to the research and development and production of intelligent digital instruments, high-end specialized instruments, and system integration solutions. The accuracy, intelligence, and reliability of products have been greatly improved, and the industry concentration continues to increase. The disorderly low price competition has been effectively curbed. Midstream enterprises strengthen joint research and development with upstream device manufacturers to achieve deep adaptation and optimization of devices and complete machines. At the same time, they deeply connect with downstream industry needs, develop customized instruments for petrochemical, power, environmental protection, new energy, nuclear power and other scenarios, and enhance product adaptability and competitiveness. The large-scale equipment updates and intelligent transformations in downstream application industries continue to drive the replacement and new demand for midstream instruments, forming a virtuous cycle between upstream and downstream.

The coordinated upgrading of the entire industry chain promotes the transformation of China's industrial automation instruments from a single manufacturing country to a fully controllable and autonomous strong country in the entire industry chain. The overall risk resistance, technological innovation, and global competitiveness of the industry continue to strengthen.