In 2021, with the continuous and repeated epidemic of covid-19 pneumonia and the continuous honing of the complex international trade environment, the resilience of Chinese entity enterprises has become stronger! They actively embrace change and are collectively showing mainstream development trends such as AI, refinement of supply chain management, digitization and ecology, while traditional enterprises are also actively embracing ecology and new technology under the guidance of industry leaders.
AI goes deep into the industry
In the annual hot words, "Yuan universe" must have a seat. In November, the concept of meta universe was very popular, and the concept stocks related to the capital market set off a round of carnival. Finally, referring to the actual implementation, the enterprises close to meta universe said that VR, AR and AI are the technical basis of meta universe, and the company has paid attention to and layout. However, at present, meta universe is more a concept, and the definition of meta universe in various industries has not been completely unified and clear.
The real meta universe is still far away from us, but the reporter of securities times · e company found that AI (Artificial Intelligence), which belongs to computer science together with AR and VR technology, has really penetrated into the industry.
Tuba rabbit is one of many enterprises in China, but it is such an ordinary enterprise that has been widely used in AI technology.
"In 2021, we continued to consolidate the company's artificial intelligence technology. At present, AI has penetrated into many fields of the company." Recently, Wang Guobin, founder and CEO of Tuba rabbit, revealed in an interview with the reporter of securities times · e company that the cloud design software used by Tuba rabbit designers has continuously learned the software through AI machine learning algorithm, which has improved the mapping speed and quality of cloud design; In addition, tuba rabbit is a matching system that connects the needs of customers and businesses, and uses AI technology to deeply mine the consumer preferences behind the data and the characteristics of b-end businesses, so as to push information to different individuals or business owners more accurately and better match the needs between C-end and b-end.
"Our customer service system has also enabled artificial intelligence technology, which can respond quickly and reduce operating costs." Wang Guobin told reporters that in the future, tuba rabbit hopes to replace a large number of mechanical, trivial and inefficient technologies in the company and industry with AI technology.
In fact, since 2021, the number of enterprises using artificial intelligence technology in customer service system has increased significantly, which is common in express industry, banking industry and insurance industry.
The security industry is an industry where AI is widely used, and almost the whole industry has been AI. From face recognition system of intelligent access control to machine learning system of camera, license plate recognition system, portrait behavior analysis system, big data analysis system, customer service system, etc. Typical enterprises such as Hangzhou Hikvision Digital Technology Co.Ltd(002415) (002415), the company has built Hangzhou Hikvision Digital Technology Co.Ltd(002415) AI open platform, which covers intelligent perception platform, big data intelligent platform, equipment open platform, etc. the company said that in 2021, the technical system with IOT perception, artificial intelligence and big data as the core will be continuously improved, and the comprehensive competitiveness will be further enhanced.
As a representative enterprise in the field of artificial intelligence, Iflytek Co.Ltd(002230) (002230) applies AI technology, not to mention. It is reported that in 2021 Iflytek Co.Ltd(002230) uses AI technology to deeply empower education, epidemic situation, medical treatment, Rural Revitalization and other fields.
independent controllability of supply chain
In the past two years, Chinese technology enterprises represented by Huawei have successively encountered procurement restrictions in the United States, so that other unrestricted technology enterprises have generally taken the initiative to strengthen supply chain management to prevent emergencies.
"At present, our supply chain is relatively safe, but since the beginning of this year, we have increased the proportion of domestic products. At present, we have formed two sets of mature Chinese foreign supply chain management schemes. Supply chain management has been further refined. For example, in the past, almost all companies used imported chips, and most of Qualcomm in the United States, but this year, we may use Chinese customers Chain scheme, built-in domestic chips, overseas customers may use overseas imported chips. In addition, the company also plans to set up factories overseas, so that once it is sanctioned, it can avoid and respond through local production. " Recently, the chairman of a Chinese A-share company told the securities times.
The above enterprises that strengthen the independent and controllable management of the supply chain may be just the tip of the iceberg among many Chinese enterprises. Hytera Communications Corporation Limited(002583) (002583) also said that in 2021, the company continued to optimize its procurement strategy to deal with changes in the market situation, and responded to external difficulties such as tight supply and rising prices of raw materials through combination strategies such as domestic substitution, BOM cost reduction and timely and appropriate product price adjustment. At the same time, we will continue to accelerate the upgrading of digitization and informatization, continue to strengthen the fine management of the whole end-to-end process, promote the coordinated operation of the global supply chain and improve the efficiency of inventory turnover.
Urovo Technology Co.Ltd(300531) (300531) said that in 2021, the company continued to diversify its supply chain, strive to maximize the introduction of domestic supply chain system, and strengthen the use of domestic products and solutions of chips, system software, middleware and application software carried by software and hardware products.
Infovision Optoelectronics (Kunshan) Co.Ltd(688055) (688055) also said that on the premise of ensuring product quality, the company actively introduced domestic raw material suppliers and in-depth cooperation, and earlier used domestic products on important raw materials such as glass substrate, color filter, liquid crystal and polarizer. At present, the company's supply chain is safe and controllable.
After the chip restrictions were imposed on the consumer electronics industry, HUAWEI industry generally reduced the use of Qualcomm chips to the US, and shifted to the more frequent use of chip products from China's Taiwan joint development division. This trend also directly promoted the rapid upgrading of the market share of the MediaTek. Counter point data show that MediaTek's market share in the third quarter has increased to 38%, surpassing Qualcomm to become the first in the industry.
On December 15, the Chinese Academy of Social Sciences released the report on China's industrial competitiveness, which pointed out that the biggest impact encountered in the process of industrial chain supply chain modernization in 2021 is the significant increase in the instability of industrial chain supply chain, and the global spread of "chain blocking" and "chain breaking". In order to meet the challenges, the industry blue book suggests that the cross regional financing and cooperation of the industrial chain supply chain should be promoted, the layout of the industrial chain supply chain should be optimized, the financing development of the innovation chain and the industrial chain supply chain should be promoted, and the risk early warning and extreme impact prevention mechanism of the industrial chain supply chain should be established.
leading industry digital transformation
Since this year, the state has repeatedly proposed to accelerate the construction of digital economy and drive production with digital transformation.
Foxconn Industrial Internet Co.Ltd(601138) (601138) is a practitioner of digital economy. The company provides industrial Internet solutions. According to Li Junqi, chairman of Foxconn Industrial Internet Co.Ltd(601138) , after the epidemic, digital transformation is the general trend of high-quality development of manufacturing industry, and digital transformation can be realized through two dimensions: one is intelligent manufacturing, from traditional manufacturing to precision manufacturing, and then to intelligent manufacturing, so as to realize perceptible, predictable, controllable and worry free production of manufacturing process; The other is the industrial Internet. The supply chain is interconnected, and the whole industrial chain operates efficiently, so as to improve quality and efficiency, reduce cost and reduce inventory.
In order to assist the transformation of traditional manufacturing enterprises, Foxconn Industrial Internet Co.Ltd(601138) launched the "lighthouse leader plan", and plans to help 100 leading enterprises realize complete digital transformation and introduce digital technology applications for 1000 manufacturing enterprises in the next five years.
Underwear enterprise city beauty (02298. HK) is also focusing on opening up the whole process of the industrial chain through deep cultivation of the supply chain. The company recently announced in Hong Kong that it has formed a strategic alliance with target suppliers, which will continue to introduce new supplier enterprises. Urban beauty will combine digital management, supply chain assessment mechanism, supply chain access and elimination mechanism to establish the supply chain strategic management standard of China's garment industry. The company believes that the conclusion of strategic alliance cooperation agreement, on the one hand, helps the company to integrate the ability of suppliers to develop new products and materials, so as to shorten the development and production cycle of new materials and products and improve the company's rapid response ability; On the other hand, it helps the company strengthen its ability to control the quality of suppliers, improve the self-sufficiency rate of its high-quality products, and ensure sufficient high-quality production capacity.
Wang Guobin told reporters that when Tuba rabbit was founded, it aimed to promote the reform of the whole industry with digital technology, hoping to use data to open up the whole home decoration industry from design, construction, production, marketing, trading and other links to promote the online workflow. He believes that the greatest significance of the deep integration of digital technology and real industries lies in that it can help the scene online and give the industrial chain a more accurate insight into the needs of consumers. At the same time, digital technology is also of great value in transforming the complex production processes in many industries. It can open up the data that has not been opened up in the industrial chain in the past and liberate excess productivity.
"As an enterprise leading the digital transformation of the industry, it is necessary to formulate coordination standards for the whole process of the industry, and then let the traditional practitioners of the industry see the changes or benefits brought to the enterprise and industry by using digital technology, so that they are willing to participate in the ecology and cooperate with the rules you create. At present, more and more traditional enterprises are willing to join the tide of new technology change 。” Wang Guobin said that during the epidemic period, many enterprises in the industry embraced new technology platforms and ecology, but ushered in rapid growth.
Statistics show that the proportion of digital transformation of Chinese enterprises is only 25%, and the digital transformation space of small and medium-sized enterprises is huge. According to the reporter's incomplete statistics, at present, Shanghai, Fujian, Guangdong, Zhejiang and other places have deployed relevant measures to promote the digital transformation of manufacturing industry.
(Securities Times)
