Industrial new energy and industrial intelligence are two important main lines of China’s industrial foundation reconstruction. Among them, industrial new energy is a fast variable and industrial intelligence is a slow variable. The new round of paradigm shift of technology economy focuses on the digitization, networking and intelligence of manufacturing industry, and speeds up the integrated development of industrial Internet and manufacturing industry. In general, intelligence is becoming a new driving force for industrial transformation and upgrading, leading to changes in manufacturing quality, efficiency and power. We believe that industrial intelligence is a complex systematic project, and its prerequisite is industrial digitization. The probability of industrial intelligence will continue to be completed and continuously optimized and upgraded for a long time. There are many structured strategic investment opportunities in the medium and long term, and there are also large market expectations. We expect that manufacturing investment will be the first engine of economic growth in 2022, with an annual growth rate of 11.1%.
Industrial intelligence is the process of realizing artificial intelligence to gradually replace people on the basis of industrial digitization
We believe that industrial intelligence refers to the use of digital technology to connect scattered or isolated equipment, products, producers and enterprises in the form of industrial chain and value chain to form linkage development. Industrial digitization is the basis of industrial intellectualization, and full digitization is the premise of intellectualization. Industrial digitization is the preliminary excavation of data value and lays a solid foundation for intelligent development. With a certain amount of digital accumulation, the process of industrial intelligence will begin to emerge on a large scale. The explosive growth and massive aggregation of data contain great value.
According to the definition of the National Bureau of statistics, industrial digitization refers to the increase in output and efficiency brought by the application of digital technology and data resources to traditional industries. It is the integration of digital technology and real economy. We believe that industrial digitization is the deep integration of traditional industries and core industries of digital economy. The core industries of digital economy mainly include computer communication and other electronic equipment manufacturing, telecommunications, radio and television and satellite transmission services, Internet and related services, software and information technology services, which are the basis of the development of digital economy.
Industrial intelligence is the process of gradually replacing human beings by artificial intelligence on its basis, not only in physical labor, but also in mental labor. Industrial intellectualization is the future development trend, and the intelligent transformation and development of industry is not uncommon in government documents, but the official has not given a clear definition like industrial digitization. From the technical characteristics of intelligence, it is the deep integration of data, algorithm and knowledge; From the perspective of the government’s support for the development of application scenarios of intelligent economy based on digital technology, there are not only new growth points such as intelligent sales, unmanned distribution, intelligent manufacturing and reverse customization, but also the intellectualization of public facilities such as intelligent buildings, intelligent parking lots, intelligent charging piles and intelligent dustbins. We believe that since artificial intelligence and its related industries are not as mature as the core industries of digital economy, it is difficult to realize the intelligent empowerment of traditional industries on a large scale as digitization in the short term.
Industrial intelligence is essentially the transfer of industrial development paradigm
We believe that industrial intelligence is the fourth transfer of technology economy industrial paradigm faced by the economy and society. The transformation of industrial intelligence and new energy will form the transformation of technology economy paradigm. The so-called “transfer of technology economy paradigm” refers to the emergence of large-scale innovation in interrelated industrial clusters and full penetration in various manufacturing industries after the key breakthrough of general technology, and its impact can be extended to the multi-dimensional and deeper level of macro-economy. Technology economy paradigm includes a series of interdependent technologies, industrial organizations, business models and management innovation. These interrelated factors affect each other, cycle and evolve continuously.
We mainly suggest that the intellectualization of industry should not only focus on the intellectualization of manufacturing and production links, but also on the intellectualization of the whole chain of R & D, sales and service. In particular, we suggest paying attention to the track with the most safety margin and high technical barriers in the future, including smart cars, smart homes, smart appliances, smart buildings, smart medicine, smart elderly care, smart education, etc.
China’s industrial intelligent transformation has met the preconditions and gradually promoted the formation of a new paradigm of high-quality development
The revolution of industrial intelligence has begun to take shape. With the development of new generation information technologies such as Internet of things, big data, cloud computing and artificial intelligence, China will be supported by a huge market scale and based on diversified industrial network nodes. The production facilities will be distributed in a network in society, and finally form an industrial form connected by industrial Internet technology and radiating the world.
This means that China’s industrial and innovative technology system can be formed, which means that China’s complete industrial and innovative technology system can be formed. Second, China’s huge market has formed the world’s largest e-commerce network and basically completed the data migration of the consumer side. Platform enterprises have accumulated huge consumer behavior data, which makes the new intelligent technology migrate from the consumer end to the industrial end, and completes the reform, reorganization and transformation of the supply end, which will help to promote the completion of the change of industrial paradigm. Third, China’s application R & D capability continues to improve. China has become the country with the largest number of R & D engineers in the world, and the output of patents and scientific papers has always been among the best in the world, which has greatly promoted the intelligent upgrading of China’s industry. In 2021, China’s R & D intensity reached 2.44%, which is close to the average level of OECD countries before the epidemic. According to the global innovation index (GII) released by the World Intellectual Property Organization in 2021, China’s scientific and technological innovation capacity ranks 12th among 132 economies, an increase of 2 places over the previous year, and ranks first among middle-income economies; Since 2013, China’s ranking has maintained a continuous and stable upward trend, and has increased by 23 places in nine years.
Industrial intelligence drives a larger demand for fixed asset investment
The intelligent transformation of industry has driven China’s manufacturing industry to continue to maintain a high outlook under the background of digital transformation, intelligent upgrading and the promotion and implementation of the national “counting from east to west” project. Production and investment have maintained rapid growth and continue to lead the national industry. On the whole, high-tech manufacturing industry has established a central role in the process of industrial intelligence. From January to February 2022, the added value of high-tech manufacturing above designated size increased by 14.4% year-on-year, 6.9 percentage points faster than that of all industries above designated size. Among them, the growth of intelligent products was good, and the output of new energy vehicles, industrial Siasun Robot&Automation Co.Ltd(300024) , Cecep Solar Energy Co.Ltd(000591) batteries increased by 150.5%, 29.6% and 26.4% respectively year-on-year.
In recent years, around the country to promote the high-quality development of the manufacturing industry, large projects such as new energy vehicles and integrated circuits have been started in many places. At the same time, with the steady recovery of the manufacturing industry, the market demand of equipment and high-tech industries has expanded, supporting the acceleration of manufacturing investment. From January to February 2022, manufacturing investment increased by 20.9% year-on-year, 7.4 percentage points faster than that in 2021. Among them, the investment in high-tech manufacturing industry increased by 42.7% year-on-year, 20.5 percentage points faster than that in 2021. Among them, the investment in electronic and communication equipment manufacturing increased by 50.3%, the investment in medical equipment and instrument manufacturing increased by 41.2%, and the investment in pharmaceutical manufacturing increased by 27.2%.
Take the intellectualization of the automobile industry as an example, continue to improve the construction of basic support capacity, and objectively stimulate the investment in fixed assets in this process. First, carry out comprehensive electrification of vehicles in the public domain. Increase the proportion of motorized vehicles in urban public transport, leasing, sanitation, urban logistics and distribution and other fields. Second, accelerate the construction of new energy vehicle charging / replacement power station. Improve the coverage of rapid charging / replacement power stations in expressway service areas and public parking spaces.
Third, implement the road test and demonstration application of intelligent networked vehicles. The focus is to increase the construction of vehicle road coordination infrastructure of vehicle networking and accelerate the application of specific scenarios of intelligent vehicles. Fourth, build a big data center for automatic driving operation. In order to support the application of intelligent vehicles and improve behavior, we will build an integrated perception system of urban roads, buildings and public facilities, and build a platform based on urban information model (CIM) and integrating urban dynamic and static data.
The development of industrial intelligence mainly focuses on the innovation cluster of digital economy, focuses on deepening the integrated development of new generation information technology and manufacturing industry, takes intelligent manufacturing as the main direction, and focuses on the innovative application of industrial Internet, so as to continuously improve the core competitiveness of manufacturing industry. We emphasize that although industrial intelligence is a slow variable with high barriers, under its catalysis and spillover effect, manufacturing investment in 2022 is most likely to be much better than market expectations, and the annual growth rate is expected to reach about 11.1%. During the 14th Five Year Plan period, manufacturing investment is no longer a pro cyclical variable, but has become the core support of economic growth under the action of industrial intelligence.
“New energy +” gives birth to the intelligent demand of incremental industries
In November 2021, we prospectively put forward the concept of “new energy +” and put forward that “this round of energy revolution represented by new energy has entered the stage of industrial new energy from the industrialization of new energy”. Industrial new energy, also known as “new energy +”, refers to the deep integration of new energy with all economic and social fields, promote the reform of energy production and consumption, promote the wide application of low-carbon technologies and drive the new energy of the whole industrial chain, Achieve the goal of carbon peak and carbon neutralization, and form a new form of economic and social development based on new energy consumption.
In our annual strategy report “building first and then breaking through, industrial breakthrough”, we have proposed that the greater expectation difference of “new energy +” is that the change brought by carbon neutralization is not only in the new energy industry chain, but will trigger the upgrading and reconstruction of the whole manufacturing industry to match the energy change. China’s energy transformation process will not only bring industrial changes in the new energy industry chain, but also lead to the comprehensive reconstruction of the manufacturing industry and even the industrial system, and even run through the whole process and all aspects of economic and social development. In the medium and long term, “new energy +” will eventually penetrate into all fields of economy and society. At present, it has been reflected in the electronics, chemical industry, machinery, construction, computer and other industries, The “new energy +” of traditional industries is ready to go.
“New energy +” is ready to go, giving birth to the demand for incremental intelligence. Under the long-term goal of double carbon, the trend of industrial new energy has been established, which brings about the reconstruction and reconstruction of the overall industrial system based on the change of energy structure, which will bring important incremental demand for industrial digitization. Specifically, it may be reflected in the following aspects.
First, the rapid growth of new energy terminal consumption demand brings the demand for digitization and intelligence, which has a significant performance in the fields of electronics, automobile and so on. For example, in the process of new energy vehicles replacing traditional vehicles, the core technology of electric vehicles is “three electricity” (battery, motor and electronic control). The production and use of the internal structure of “three electricity” and related parts will produce a lot of digital demand. At the same time, the trend of vehicle electrification will bring positive benefits to the development of automobile intelligence. There is a huge digital demand behind intelligent driving and intelligent cockpit.
Second, the new energy power generation system gives birth to the demand for intelligence. The trend of cleaner power production has been established, with the transformation from coal-fired power generation to new energy power generation, and increasing the proportion of non fossil energy. Photovoltaic and wind power are important development directions. Due to certain differences between traditional thermal power generation and new energy power generation, the former can be actively managed and regulated, while the latter, such as photovoltaic, wind power and hydropower, are vulnerable to factors such as season, weather and light, and are unstable. There are also great challenges in the grid connection management of diversified new energy power generation methods. It is necessary to combine a comprehensive information management platform and data system to collect, sort out and analyze various data of power grid, For example, the trend of various power indicators such as voltage fluctuation, voltage deviation and harmonic change in the power system can be monitored in real time to ensure the power supply quality and power generation stability. Therefore, we believe that under the trend of clean power generation, the new energy power generation system will give birth to the demand for incremental digitization and intelligence.
Taking Inner Mongolia Autonomous Region as an example, Xilin Gol League has made every effort to carry out the action of “using numbers to enrich intelligence in the cloud” and continued to promote industrial intelligence. In order to speed up the construction of an industrial system with diversified development and multipolar support, the “cloud with digital intelligence” action takes digital and intelligent wind farm dispatching as the breakthrough point, focuses on the implementation of the headquarters projects of Beijing energy, CITIC Pacific new energy remote intelligent operation and maintenance center and green power control center in 2022, and actively introduces projects such as wind turbine cloud operation and maintenance of cecep group and Shenneng North intelligent energy service base, Focus on cultivating new energy digital service industry chain; Focus on the application of “5g + intelligence” in key fields such as coal mine, electric power and chemical industry, promote the construction of 40 intelligent transformation projects such as Jiangsu energy smart power plant, cooperate with leading enterprises such as Huawei and Ziguang, build more than 20 intelligent mining enterprises, and enable the intelligent upgrading of traditional industries through new infrastructure.
The special class of chain leader system emphasizes the key technology of industrial intelligence
The special class of chain leader system will continue to improve and improve the intelligent manufacturing industry chain and promote intelligent transformation. In the direction of high-end, intelligent and green industry, adhere to strengthening the leader, supplementing the chain and gathering groups, and further promote the informatization, digital transformation and intelligent upgrading of manufacturing industry. The government also needs to play an active role in promoting the construction of new infrastructure such as information network, the research and development of industrial common technologies, the digital transformation of entity enterprises, the construction of industrial informatization standards, data opening and data protection.
At present, most manufacturing enterprises in China are still in the stage of mechanization and electrification. The reserves and capacity of information technology are insufficient, especially the lack of independent and controllable key core technologies. They still face the problem that more key equipment and core parts are controlled by others. Therefore, we should strengthen the research and development of core intelligent technology and vigorously develop intelligent manufacturing software, hardware systems and corresponding integrated products. In terms of tackling key technologies in the intelligent manufacturing industry, we should pay particular attention to the research and development of intelligent Siasun Robot&Automation Co.Ltd(300024) technology, accelerate the research and development of a number of new intelligent equipment products with independent intellectual property rights, and continuously improve the degree of production intelligence and automation. In combination with the research and development of intelligent technology, formulate technical standards for the intelligent industry and improve the control over the development of the industry.
Taking the Siasun Robot&Automation Co.Ltd(300024) industrial chain of Xiangtan City as an example, Xiangtan City has successively issued the five-year action plan for strengthening Xiangtan City by manufacturing and the three-year action plan for intelligent transformation. The overall goal is to gradually build the whole industrial chain of Siasun Robot&Automation Co.Ltd(300024) R & D, production, sales and service based on the construction of Xinsong Siasun Robot&Automation Co.Ltd(300024) Industrial Park Siasun Robot&Automation Co.Ltd(300024) is an automatic equipment integrating multi-disciplinary advanced technologies such as machinery, electronics, control, sensing and artificial intelligence. It has high added value and wide applications. It is an important supporting means of Intelligent Manufacturing in the future. Xiangtan City takes the Industrial Park as the main body, actively introduces, cultivates and incubates Siasun Robot&Automation Co.Ltd(300024) industrial enterprises, initially constructs a system with Xinsong as the leader and Qianzhi, aopai, Chaoyu and other host or system integration enterprises as the backbone, and strives to introduce high-level Siasun Robot&Automation Co.Ltd(300024) system integration Enterprises, and guides local enterprises to carry out supporting parts research and development.
Industrial Internet is the main carrier of industrial intelligence
We believe that the industrial Internet is a new technological paradigm and economic activity formed by the deep integration and application of traditional network technology and a new generation of information technology in the industrial sector. Industrial Internet establishes extensive connections covering all departments and links of enterprise production and operation through information technologies such as the Internet, mobile Internet and Internet of things, and uses new information technologies such as big data and artificial intelligence to improve the accuracy and agility of enterprise business activities.
The emergence of industrial Internet has enhanced the enabling efficiency of information technology to manufacturing industry. From the perspective of supporting technology, the technical basis of industrial Internet includes not only network connection technologies such as Internet, mobile Internet and Internet of things, but also data storage and processing technologies such as big data, cloud computing and artificial intelligence, as well as industrial application technologies such as virtual reality and 3D printing. From the connection object, industrial interconnection
