How to grasp the opportunities of intelligent manufacturing industry chain when made in China 2025 surges
the trend of intelligent manufacturing is unstoppable. China has a huge manufacturing market foundation, and intellectualization will further sublimate the whole market, and the market potential is unlimited. Therefore, it is very important for Chinese enterprises to grasp the opportunity of intelligent manufacturing and recognize the importance of the industrial chain
from October 29 to 30, German Chancellor Angela Merkel paid an official visit to China; On November 23, the world robot conference will be held in China for the first time; In addition, the 13th five year plan for the robot industry is expected to be completed by the end of October. The policy expectation of event driven superposition is expected. The theme of intelligent manufacturing is expected to heat up again. The transformation and growth leader in the segmented field and the steady leader in the intelligent manufacturing field deserve investors' attention
event driven + policy expectations
from October 29 to 30, German Chancellor Angela Merkel paid an official visit to China. In an exclusive interview, German ambassador to China KOH Muxian said that innovation will be the key topic of German Chancellor Angela Merkel's visit to China again. This year is the year of Sino German innovation cooperation. Focusing on the theme of innovation, the docking between made in China 2025 and German industry 4.0 has been steadily promoted
It is worth noting that in June this year, Mao Weiming, Vice Minister of the Ministry of industry and information technology, said that the 13th five year plan for the robot industry would be completed by the end of October this year. Maoweiming said that in 2015, the Ministry of industry and information technology will focus on three tasks on the robot industry: first, formulate the 13th five year plan for the robot industry to guide the development of the industry; Second, actively strive for relevant policies to support robot R & D and application; Third, promote the application of robots in key manufacturing fields. According to this schedule, the heavyweight policy in the robot industry may also be officially implemented before and after the robot conference Luo Baihui, an expert on industry 4.0 industry and finance strategy, pointed out that the event driven superposition of policy expectations, the theme of intelligent manufacturing has received renewed attention. Under the wave of made in China 2025, the huge tuyere of intelligent manufacturing will bring huge investment opportunitiesintelligent manufacturing has entered the fast lane of development
in recent years, the global intelligent manufacturing industry such as industrial robots has been growing steadily, and the market scale has been expanding. As an intelligent manufacturing industry, China has a strong development momentum, and the market scale of the closely related industrial robot system integration field is also gradually developing. In the future, the market space is huge, which will effectively assist the downstream application fields represented by the automotive industry to realize the upgrading and development of automation and intelligence, improve production efficiency and reduce manufacturing costs
Luo Baihui pointed out that the development of intelligent manufacturing will help to improve the production efficiency and product added value of enterprises, alleviate the problem of increasingly high labor costs in China's manufacturing industry, further enhance the market competitiveness of enterprises, and will also play a positive role in stimulating the upstream and downstream industries of the industrial chain. With the gradual development of industrial policy, polypropylene will enter a stage of high-speed development because of its low density, and some enterprises with advanced layout will undoubtedly benefit greatly from it. The industrial chain includes high-end CNC machine tools, industrial robots, sensor IOT, automation (digital) factories, personalized manufacturing new formats, etc., among which the direction of intelligent robots and automatic equipment is worth looking forward to
intelligent manufacturing industry chain opportunities
it can be predicted that the general trend of intellectualization will continue to be imminent. China's manufacturing industry needs to first recognize the situation of intelligent manufacturing, and then combined with its own actual situation, formulate its own path of intelligent manufacturing according to local conditions
the aging population, rising human costs, and the improvement of enterprise production efficiency are the internal driving forces of intelligent manufacturing. Improving the automation and informatization level of manufacturing industry is an important direction for the country to develop manufacturing industry, and it is strongly supported by policies from all angles; At the same time, superimposing the general direction of import substitution, the intelligent manufacturing field will become one of the most growing segments in the future
intelligent manufacturing technology includes four levels: automation, informatization, interconnection and intellectualization. The industrial chain covers intelligent equipment (robots, CNC machine tools, service robots, and other automation equipment), industrial interconnection as the name suggests (machine vision, sensors, RFID, industrial Ethernet), industrial software (erp/mes/dcs, etc.), 3D printing, and the integration of automation systems and production lines that organically combine the above links
industrial robots: according to the data of IFR (International Federation of Robotics), the sales volume of industrial robots in China jumped from 7879 in recent years in 2008 to 56000 in 2014, achieving an exponential growth. Among them, the year-on-year growth rate of sales in 2014 was about 53%, double that in 2013. At present, the market share of industrial robots in China also ranks first in the world, accounting for more than 20% of the global demand. By 2020, the number of domestic industrial robots will reach 600000, and the domestic robot market will exceed 40billion yuan. Considering the export factor, it is expected that a robot company with sales of more than 10 billion will be born in China
industrial interconnection: Industrial interconnection is a smart factory. HP 1 has been committed to the research and development of 3D printing technology and materials. Through various information acquisition and sensing technologies, the information in production is converted into digital signals, and the signals are transmitted to computer systems or displayed to production personnel through wireless transmission, bus technology or industrial Ethernet technology. After data analysis and processing, more accurate and efficient industrial production operations are implemented
industrial software: the penetration rate of ERP of domestic industrial software is relatively high, while the penetration rate of mes/dcs and other production link control software is still quite low. According to statistics, China's market demand for industrial software will exceed 100billion yuan by 2015. In this market, foreign software companies are still dominant, and domestic manufacturers have huge room for domestic substitution
3d printing: it is expected that the 3D printing industry will maintain rapid growth in the future, and the total global 3D printing revenue will exceed US $10billion by 2018. Domestic 3D printing is still in its infancy, and there is huge room for development in the future
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