工信部日前印發《工業互聯網APP培育工程實施方案(2018-2020年)》,提出至2020年培育30萬個面向特定行業、特定場景的工業互聯網APP,全面覆蓋研發設計、生產制造、運營維護和經營管理等制造業關鍵業務環節的重點需求。

Ministry recently issued by the "industrial Internet APP cultivation project implementation plan (2018-2020), is put forward to 2020, 300000 for a specific industry, the particular scenario industrial Internet APP, universal coverage r&d, design, manufacture, operation and maintenance and management of the manufacturing industry key business links such as the focus of the demand.

華創證券表示,工業互聯網有效優化業務流程、提升管理與經營績效,是企業全面轉型升級的主要工具。2017年以來,工信部、發改委、國務院、科技部等國家部委相繼發布一系列政策,支持工業互聯網行業發展,行業有望迎來加速發展階段。工業互聯網有望成為IT在工業領域新的重要增長點,深耕細分領域的公司有望充分受益行業高景氣度。

Hua chuang securities said that the industrial Internet effectively optimizes business processes, improves management and business performance, and is the main tool for the overall transformation and upgrading of enterprises. Since 2017, the ministry of industry and information technology, the national development and reform commission, the state council and the ministry of

中金公司表示,制造企業的互聯網化是中國從制造大國走向制造強國的重要一步,是解決中國制造業由于裝備和軟硬件平臺依賴進口所面臨的缺乏創新平臺問題的重要手段。中國在工業軟件上仍存在嚴重短板,人工智能技術提供變道超車的好機會,未來工業互聯網將逐步實現百萬企業上云、百萬APP上網、百萬開發者進入,最終形成基于公有云的開放平臺。

science and technology have issued a series of policies to support the development of the industrial Internet industry, which is expected to usher in an accelerated development stage. The industrial Internet is expected to become an important new growth point for IT in the industrial field.

據中國工業互聯網產業聯盟測算,2017年我國工業互聯網直接產業規模約為5700億元。在2017年到2019年期間,預計產業規模將實現18%的年均增速,至2020年時將達到萬億元規模。另外,美國通用電氣公司估算,工業互聯網到2020年,年產值將達2250億美元,超越消費互聯網1700億美元的產值,產業互聯網將開啟萬億元級市場空間。

According to the calculation of China industrial Internet industry association, the direct industry of industrial Internet in China is about 570 billion yuan in 2017. Between 2017 and 2019, the industry is expected to grow at an average annual rate of 18 per cent and reach a trillion yuan by 2020. In addition, the United States ge company estimates, Internet industry by 2020,

中金公司表示,看好工業互聯網在工廠數字化,智能裝備,物流方面相關的投資機會,具體包括五大細分領域:1、工業互聯網平臺:美的集團;2、智能設備方面:匯川技術、埃斯頓、海康威視、大族激光、航天電子;3、物流:順豐控股和音飛儲存。4、軟件:東方國信;5、通信:中國聯通、高新興。

Cicc said, watch the Internet industry in digital factory, intelligent equipment, logistics related investment opportunities, including five niche: 1, industrial Internet platforms: midea group; 2. Intelligent equipment: huichuan technology, eston, hai kangwei, large group laser, aerospace electronics; 3. Logistics: sf control and sound flight storage. 4. Software: the Orient national letter; 5. Communication: China unicom, high emerging.
 

 

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