The first industry to enter the era of Industry 4.0

Miao Miao, the minister of the Ministry of Industry and Information Technology at the press conference, focused on the outline of the China Manufacturing 2025 Plan that focuses on smart manufacturing and industrial Internet.

Path: Intelligent manufacturing as the starting point, promoting the integration of industrialization and informationization. The Ministry of Industry and Information Technology understands that Industry 4.0 is an intelligent device and product that can be connected together through wired and wireless communication methods, which is what we often refer to as the concept of the Internet of Things or industrial Internet. The commanding heights are the integration of the Internet and the traditional industrial industries. The starting point is smart manufacturing, which promotes and expands the integration of industrialization and informationization. This is also the core function of the Ministry of Industry and Information Technology.

The status quo, goals, and paths of manufacturing in China were all answered. Status Quo: Acknowledging that China's manufacturing is still in its infancy, it also needs to go from manual (1.0) to automation equipment (2.0), to automated production line (3.0), and finally industrial Internet (4.0). Goal: Ten years into the second phalanx of global manufacturing. Path: To seize the commanding heights of the integration of the Internet and traditional industrial industries, and to use smart manufacturing as the starting point, and promote the integration of industrialization and informationization.

First: The electronics industry is a "typhoon" for smart manufacturing. Automation is a prerequisite for intelligent manufacturing. At present, automated manufacturing systems are widely used in the automotive (optional consumer goods) and daily FMCG industries. In contrast, the core characteristics of the electronics industry are: rapid changes, large amounts of single products, gold and blue ocean, high IT, B2C and C2B are all Internet-based, and only the manufacturing site has not yet completed the automation and information upgrade. It is only one step away from the industry 4.0 standard. Once it is completed, electronic manufacturing will become the earliest sub-industry of China Industry 4.0.

Second: Electronic smart manufacturing is a blue ocean industry that has not caught the attention of the market. 1) Industry driving factors: rising labor costs, inadequate recruiting during peak seasons, and quality control requirements during large-scale manufacturing; 2) Apple's purchase of equipment in 2015 is expected to reach nearly RMB 30 billion; Huawei and Lenovo will follow up quickly; 3) monopolistic competition Technology-oriented, market-oriented companies have opportunities; 4) Product depth customization, high starting point, corporate gross margin 40-50%, ROE30% or so, compound growth rate 30-40%, is a rare asset-light, high-profit, high-growth Blue ocean manufacturing.

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