工信部日前印發(fā)《工業(yè)互聯(lián)網(wǎng)APP培育工程實(shí)施方案（2018-2020年）》，提出至2020年培育30萬(wàn)個(gè)面向特定行業(yè)、特定場(chǎng)景的工業(yè)互聯(lián)網(wǎng)APP，全面覆蓋研發(fā)設(shè)計(jì)、生產(chǎn)制造、運(yùn)營(yíng)維護(hù)和經(jīng)營(yíng)管理等制造業(yè)關(guān)鍵業(yè)務(wù)環(huán)節(jié)的重點(diǎn)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(chuàng)證券表示，工業(yè)互聯(lián)網(wǎng)有效優(yōu)化業(yè)務(wù)流程、提升管理與經(jīng)營(yíng)績(jī)效，是企業(yè)全面轉(zhuǎn)型升級(jí)的主要工具。2017年以來(lái)，工信部、發(fā)改委、國(guó)務(wù)院、科技部等國(guó)家部委相繼發(fā)布一系列政策，支持工業(yè)互聯(lián)網(wǎng)行業(yè)發(fā)展，行業(yè)有望迎來(lái)加速發(fā)展階段。工業(yè)互聯(lián)網(wǎng)有望成為IT在工業(yè)領(lǐng)域新的重要增長(zhǎng)點(diǎn)，深耕細(xì)分領(lǐng)域的公司有望充分受益行業(yè)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(yè)的互聯(lián)網(wǎng)化是中國(guó)從制造大國(guó)走向制造強(qiáng)國(guó)的重要一步，是解決中國(guó)制造業(yè)由于裝備和軟硬件平臺(tái)依賴(lài)進(jìn)口所面臨的缺乏創(chuàng)新平臺(tái)問(wèn)題的重要手段。中國(guó)在工業(yè)軟件上仍存在嚴(yán)重短板，人工智能技術(shù)提供變道超車(chē)的好機(jī)會(huì)，未來(lái)工業(yè)互聯(lián)網(wǎng)將逐步實(shí)現(xiàn)百萬(wàn)企業(yè)上云、百萬(wàn)APP上網(wǎng)、百萬(wàn)開(kāi)發(fā)者進(jìn)入，最終形成基于公有云的開(kāi)放平臺(tái)。
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(jù)中國(guó)工業(yè)互聯(lián)網(wǎng)產(chǎn)業(yè)聯(lián)盟測(cè)算，2017年我國(guó)工業(yè)互聯(lián)網(wǎng)直接產(chǎn)業(yè)規(guī)模約為5700億元。在2017年到2019年期間，預(yù)計(jì)產(chǎn)業(yè)規(guī)模將實(shí)現(xiàn)18%的年均增速，至2020年時(shí)將達(dá)到萬(wàn)億元規(guī)模。另外，美國(guó)通用電氣公司估算，工業(yè)互聯(lián)網(wǎng)到2020年，年產(chǎn)值將達(dá)2250億美元，超越消費(fèi)互聯(lián)網(wǎng)1700億美元的產(chǎn)值，產(chǎn)業(yè)互聯(lián)網(wǎng)將開(kāi)啟萬(wàn)億元級(jí)市場(chǎng)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(yè)互聯(lián)網(wǎng)在工廠數(shù)字化，智能裝備，物流方面相關(guān)的投資機(jī)會(huì)，具體包括五大細(xì)分領(lǐng)域：1、工業(yè)互聯(lián)網(wǎng)平臺(tái)：美的集團(tuán)；2、智能設(shè)備方面：匯川技術(shù)、埃斯頓、?？低?、大族激光、航天電子；3、物流：順豐控股和音飛儲(chǔ)存。4、軟件：東方國(guó)信；5、通信：中國(guó)聯(lián)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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