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30萬個(gè)面向特定行業(yè)、特定場景的工業(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)營維護(hù)和經(jīng)營管理等制造業(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)營績效，是企業(yè)全面轉(zhuǎn)型升級(jí)的主要工具。2017年以來，工信部、發(fā)改委、國務(wù)院、科技部等國家部委相繼發(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)化是中國從制造大國走向制造強(qiáng)國的重要一步，是解決中國制造業(yè)由于裝備和軟硬件平臺(tái)依賴進(jìn)口所面臨的缺乏創(chuàng)新平臺(tái)問題的重要手段。中國在工業(yè)軟件上仍存在嚴(yán)重短板，人工智能技術(shù)提供變道超車的好機(jī)會(huì)，未來工業(yè)互聯(lián)網(wǎng)將逐步實(shí)現(xiàn)百萬企業(yè)上云、百萬APP上網(wǎng)、百萬開發(fā)者進(jìn)入，最終形成基于公有云的開放平臺(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)中國工業(yè)互聯(lián)網(wǎng)產(chǎn)業(yè)聯(lián)盟測算，2017年我國工業(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)到萬億元規(guī)模。另外，美國通用電氣公司估算，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)將開啟萬億元級(jí)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(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、?？低暋⒋笞寮す?、航天電子；3、物流：順豐控股和音飛儲(chǔ)存。4、軟件：東方國信；5、通信：中國聯(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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