Abstract "This is a subdivision theme that can't see the ceiling." - A research report of China Merchants Securities thus depicts investment opportunities in smart manufacturing. In the highly anticipated "Made in China 2025" plan,...
“This is a subdivision theme that can't see the ceiling.†– A research report of China Merchants Securities describes the investment opportunities of smart manufacturing. In the highly-regarded "Made in China 2025" plan, smart manufacturing is a combination of imagination and imagination. As Miao Wei, Minister of the Ministry of Industry and Information Technology said, "Made in China 2025" should use smart manufacturing as a breakthrough and main direction. According to estimates, in the future, the total investment in smart manufacturing will exceed one trillion yuan, which is both an opportunity and a challenge.
The picture projected in the A-share market is that mergers and acquisitions related to smart manufacturing are surging. However, just as the stock market is ups and downs, the road to upgrade of intelligent manufacturing must not be smooth. The guidance and support of policies, the choice of enterprises, the strength and effectiveness of innovation, etc. will all influence the speed and trend of smart manufacturing development.
Intelligent manufacturing China path
In an interview with the Shanghai Stock Exchange, Wang Xiwen, director of the Institute of Electronic Commerce of the International Economic and Technical Cooperation Center of the Ministry of Industry and Information Technology, elaborated on the focus of China Manufacturing 2025 and Industry 4.0: “Made in China 2025 is mainly focused on industry and policy, and Industry 4.0 is mainly focused. In technology and mode, it is not the same. However, there is one thing in common, that is, smart manufacturing."
In fact, intelligent manufacturing is not just a concept that turns out to be born, but a realistic path that manufacturing has gradually formed through long-term evolution and integration based on its inherent development logic.
Specifically, Industry 4.0 first needs to build a smart factory, widely deploying sensors in production equipment, making it an intelligent production tool and becoming an intelligent terminal for the Internet of Things, thus realizing the monitoring and control of the factory. In the future smart factory, the interface between the automation layer of the equipment and the management system of the manufacturing will be more seamless, enabling smart manufacturing to meet the individualized needs of different users.
At present, the industry generally believes that the development of China's manufacturing industry is uneven, as a whole, it is in the stage of industrial 2.0 remediation, industrial 3.0 popularization, and industrial 4.0 demonstration. In the face of industry 4.0, the first consideration is the change of thinking mode, management mode and production mode.
For Chinese manufacturing companies, overcapacity, product homogenization, price wars, rising labor costs and other ills are not conducive to the intelligent transformation of enterprises. However, as domestic and inter-optical e-commerce environments become more mature, Chinese companies have gained more overseas business opportunities.
More importantly, "Internet +" has promoted the deep integration of the Internet and traditional industries, and has become the commanding height of a new round of Chinese manufacturing. Taking Haier as an example, the company has built a smart circle based on the construction of a smart ecosystem, promoting the introduction of intelligent hardware, APP software, and third-party resources. According to the data, from January to June 2015, Haier's smart white electric products sold more than 1.1 million units and sales revenue exceeded 3.2 billion yuan, all of which achieved rapid growth. In April, Haier launched U+APP, establishing a unified entrance for smart life, and registered users since its launch. The number reached 2.77 million; 78 third-party resources have been introduced.
Capital opportunity for industrial upgrading
There is no doubt that smart manufacturing has huge investment opportunities. From the perspective of the market, in the process of intelligent upgrading of the current round of manufacturing, the production side will benefit first, and the flexibility will be the largest, with good development space.
For the upstream and downstream industries of intelligent manufacturing, the investment enthusiasm of the primary market continues to rise. Taking the robot industry as an example, the statistics of the Institute of High-Tech Robots show that in 2014, the number of Chinese robot companies exceeded 1,000, mainly concentrated in South China and East China. From January to August this year, the planned investment scale of the robot industry in South China exceeded 16 billion yuan, accounting for 47% of the national total, ranking first in the country; the investment scale in East China exceeded 14 billion yuan, accounting for 43% of the national total.
Listed companies have also rushed to the commanding heights of smart manufacturing. On the one hand, some traditional manufacturing enterprises use their own advantages to achieve profit model transformation. For example, the robot system integration business pioneered by the knitting machine leader Cixing has achieved initial success. In the future, it is expected to open a customized process market for single-piece production through the new product full-form computerized flat knitting machine.
Many listed companies have expanded their industrial chains through mergers and acquisitions. With the help of German CLOOS, Ruiling has entered the high-end field, and at the same time, it has continuously enhanced its expansion and expansion strength by using industrial funds. After the establishment of Christie's robot, Christie's further participation in Alcracy and Peng Ding Chuangying, fully into the field of robotics.
In the secondary market, the biggest advantage of smart manufacturing as a hot investment theme lies in verifiability, and has begun to release results in the segmentation field. For example, the first half of Huachangda’s performance has increased by about 8 times, in addition to the consolidated reporting factors. The increase in orders during the reporting period is also an important reason for the change in performance.
Policy dividends are gradually released
Another notable difference is that the German Industry 4.0 concept was formed with the advice and promotion of German academics and industry. The "Made in China 2025" plan has a strong government push.
Recently, Miao Wei, Minister of the Ministry of Industry and Information Technology, revealed in an interview with the media that the Ministry of Industry and Information Technology is studying and formulating a smart manufacturing development strategy and preparing a special plan for smart manufacturing. This is just a microcosm of the policy of national and local governments in promoting smart manufacturing in 2015.
In addition to the high-profile "Made in China 2025" plan, on March 9 this year, the Ministry of Industry and Information Technology issued the "Notice on Launching the 2015 Special Plan for Intelligent Manufacturing Pilot Demonstration", from process manufacturing, discrete manufacturing, and intelligent equipment. Pilot demonstration of implementation of aspects. On March 31, the Ministry of Industry and Information Technology issued the "Notice on Continued Pilot Work on Internet and Industrial Integration Innovation", proposing to continue pilot demonstration work in the field of Internet and industrial integration innovation, fostering the Internet innovation model, and providing important support for the integration of Internet and industrial innovation. support. At the same time, Tianjin, Yunnan, Qingdao and other provinces and cities have formulated pilot implementation plans for smart manufacturing.
On September 10, the Ministry of Industry and Information Technology announced the list of smart manufacturing pilot demonstration projects in 2015, and announced 46 smart manufacturing pilot demonstration projects involving 38 industries and 21 regions. The Guotai Junan Research Report believes that the “13th Five-Year Plan†will continue the method of promoting the development of this industry. The finalists of relevant demonstration projects are expected to receive government policy inclination and financial support, which will actually benefit.
In the research report, CITIC Construction Investment also believes that smart manufacturing and service-oriented manufacturing are applicable to all industries in China's manufacturing industry, and the future will run through the entire process of manufacturing in China from large to strong.
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