Accelerating Domestic Substitution: List of PLC Concept Stocks and Business Layout

PLC concept stocks refer to the stocks of listed companies that have certain business layouts or technological advantages in the field of Programmable Logic Controllers (PLC). Here are some common PLC concept stocks: 1. Inovance Technology (30Z0124): Their general automation business covers core products and solutions in industrial automation, including inverters, servo systems, and control systems (PLC/CNC). Their market share in the domestic mid-to-large PLC sector reached 4.6% in 2024, and since 2025, their stock price has performed notably well, increasing by 15.5% over the last 30 trading days. 2. Xinje Electric (603416): As a leader in small PLCs, their product line includes control, drive, execution, and sensing layers. Their market share in the domestic small PLC sector is approximately 9.5% in 2024, ranking first in the domestic small PLC market in the first half of 2025. 3. Zhongꡧ Technology (688777): A leader in process industry manufacturing, their market share in large PLCs continues to rise, and they have launched the industrial agent generation platform TPT2. Their total operating revenue in 2024 was 9.139 billion yuan, a year-on-year increase of 6.02%. 4. Haide Control (002184): They are involved in the development and application of intelligent PLC controllers based on domestic industrial control core chips, with PLCs and motion controllers already achieving sales. 5. Baoxin Software (600845): Their PLC products have been applied in company projects, with good R&D progress, continuously promoting product iteration, and achieving certain breakthroughs in the large PLC field, breaking the foreign monopoly. 6. RuiN Technology (603933): Their general automation products include servo motors, servo drives, PLCs, and HMIs, which have been applied in the machine tool processing industry, holding a certain market share and technical accumulation in the PLC field. 7. Weichuang Electric (688698): They have established a cost-advantage small PLC product system and plan to initiate and invest in R&D for mid-to-large PLCs, aiming to drive the company into the large equipment and process industry sectors. The above content is compiled from publicly available information and does not constitute investment advice.

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