The Ministry of industry and information technology issued the 2022 work plan of the industrial Internet special working group, which proposed to continuously improve the construction of the national industrial Internet big data center and comprehensively promote the construction of regional and industrial sub centers. Encourage large enterprises to build digital platforms that meet the characteristics of small and medium-sized enterprises, carry out digital services, and promote the digital transformation of small and medium-sized enterprises. Support qualified industrial Internet enterprises to issue securities and list them in the initial public offering, list them at the basic level and innovation level of the national share transfer system, and refinance through additional issuance, share allotment, convertible bonds and other means.
According to statistics, China’s industrial Internet has covered 41 key areas of the national economy, and the application mode of industrial Internet is gradually clear. Open source Securities believes that intelligent manufacturing and the requirements of industrial development in the new era promote the development of industrial Internet industry. Facing the requirements of Chinese manufacturing industry to move forward and maintain high competitiveness in the global manufacturing industry, Chinese manufacturing industry needs to use the power of informatization to improve efficiency, promote industrial intelligence and realize the efficient use and scheduling of production factors. The industrial Internet uses the network platform to closely integrate equipment, production lines, factories, suppliers, products and customers, so as to realize interconnection across equipment, factories and regions and improve output efficiency.
Anxin Securities pointed out that industrial interconnection will usher in a period of rapid development, whether from the perspective of policy driven or enterprise self-development. The realization of industrial interconnection is inseparable from the establishment of enterprise digitization, while the safe and controllable enterprise digitization needs to realize the independent control of China’s industrial software. It is suggested to pay attention to China’s leading CAD / CAM supplier Zwsoft Co.Ltd(Guangzhou)(688083) and steel enterprise informatization leader Shanghai Baosight Software Co.Ltd(600845) ; At the same time, industrial solutions are the key to realize the internal data value mining of enterprises. Nengke Co., Ltd., an intelligent manufacturing service provider, is recommended to pay attention to the leader of industrial control system of process industry Zhejiang Supcon Technology Co.Ltd(688777) .
