Three Consecutive Years Were Written Into The Government Work Report Industrial Internet Trillion Blue Ocean Open

The industrial Internet has attracted much attention since the two sessions closed.

In the 2020 government work report, we proposed to develop the industrial Internet and promote intelligent manufacturing. We should increase the development of the industrial Internet and promote intelligent manufacturing, and continue to introduce support policies, comprehensively promote the "Internet +", and create a new advantage in the digital economy.

In fact, this is the third consecutive year that the industrial Internet has been written into the government work report. "The government's work report focuses on industrial Internet from" building an industrial Internet platform "to a more comprehensive" industrial Internet development ". This also means that the state's efforts to promote and support industrial Internet construction are constantly increasing. In June 3rd, CEO He Dongdong, an interview with reporter for twenty-first Century economic report, said that the industrial Internet, which fully understood the application scenarios and pain points of industrial customers on the basis of "Internet + industry", has become an inevitable choice for the upgrading of Chinese manufacturing enterprises, and is also an important part of the development of digital economy in China.

In the view of He Dong Dong, industrial Internet enterprises should focus on higher levels, empowering individual enterprises, empowering the whole industry, empowering regional economic development, and effectively implementing the results.

Huaan securities analyst Yin Yan Technology pointed out in its research report that from all kinds of motion proposals of members of the two sessions, we can see that the industrial Internet is mainly concentrated in the network, platform and security. "I think platform construction is the core of the industrial Internet. It is estimated that the scale of the core industry of the industrial Internet in 2025 is expected to reach 1 trillion and 240 billion yuan, and the development space is broad.

New infrastructure spawned demand

At present, the state promotes and supports the construction of new infrastructure and industrial Internet.

Under the policy stimulus, the progress of the construction of new infrastructure such as 5G network data center has been significantly quickened. Shanghai has announced the three year action plan of "Fu Fu Shanghai", focusing on promoting the upgrading of the industrial Internet.

At the same time, the Tencent industry's Internet important product line has launched a digital support policy for small and micro enterprises. The number of Alibaba digital economies in fiscal year 2020 has broken $1 trillion, and the digital economy has crossed the new milestone.

Southwest Securities analyst Zhu Yun analysis said: "in the long run," new infrastructure "as a strong foundation, long-term strategic and global project, to promote China's industrial transformation and upgrading, supporting economic and social digital transformation and new and old energy conversion, to achieve high quality development, has important strategic significance. In the new capital construction, the industrial Internet will also usher in unprecedented opportunities as a key component.

The development of new infrastructure and new information technology industry brings opportunities and challenges to the new industry.

After the normalization of epidemic prevention and control, the challenges brought by the new infrastructure to the industrial Internet industry are mainly concentrated on three aspects. First of all, many small and medium-sized manufacturing enterprises in China are too weak in information technology, and the concept of integration of two industries is weak, and there is still a process of acceptance and understanding for the industrial Internet. Secondly, SMEs have limited funds. Even if they know that the industrial Internet is a good thing, it can not afford to do so. Enterprises will require phasing or first use, then pay for industrial Internet enterprises. It is said that there is a problem of financial pressure. The third challenge is whether there is a shortage of industrial Internet talents in both medium-sized and large enterprises. There are too few people who know business and understand ICT technology. " He Dongdong said.

Challenge and opportunity coexist

The industrial Internet has great potential for development in the future.

Taking root interconnection as an example, as of the end of April 2020, the root cloud industrial Internet platform under the roots of the Internet has access to over 668 thousand industrial equipment, and has helped the industrial chain to create more than 20 industrial chain industrial platforms, including casting industry chain, injection molding industry chain, textile industry chain, customized home industry chain, household plastic products industry chain, etc., with an energy yield of 81 A subdivision industry that connects more than 470 billion assets.

He Dongdong said: "the development plan of this year's Internet is to focus on the platform, bury the root of the tree deeply, give energy to partners, transport nutrients, and give priority to partners. The root interconnection is rooted in the research and upgrading of the industrial Internet platform operating system, making the platform solid enough to support the ecological partners. At the same time, it also gives the eco friendly partners the common tools and applications that are already interconnected with the roots.

Yin pointed out that in the future development of the industrial Internet, the network is the foundation, which is mainly responsible for data transmission among elements, mutual understanding of information, and marking, management and positioning of elements. Security is an important guarantee for the development of the industrial Internet. The industrial Internet can easily connect the data inside and outside the enterprise and bring new security risks. The platform is the core. The industrial Internet platform can connect the data of massive industrial products and business systems. It can support the rapid development and deployment of industrial APP. It is an important carrier of industrial knowledge sedimentation, reuse and reconstruction.

According to the data of the National Bureau of statistics, in 2019, there were 37.28 Industrial Enterprises above Designated Size in China, with an average annual income of 283 million 744 thousand and 600 yuan. It is estimated that the scale of industrial Internet of Industrial Enterprises above Designated Size in 2025 is expected to reach 10578 billion yuan. In addition, combined with the target of millions of enterprises in 2025, it is estimated that the number of small and micro enterprises deployed in 2025 will reach 62.72, and the total market size will be close to 1 trillion and 240 billion yuan.

But with the rapid expansion of the industrial Internet, there are still many pain spots to be solved.

He Dongdong told the twenty-first Century economic analysis reporter: "the first is the connection. A factory production line involves dozens of different equipment agreements. The language is not feasible, so that the machine can not communicate with each other. The second is the processing of industrial data. We call time series data processing, and industrial data are high frequency and massive, processing data that are much higher than consumption Internet. The third is the diversity of applications. Different applications in manufacturing industry are different. For example, the process chemical industry and discrete automobile manufacturing industry need to build different applications based on one platform. If we do not build on a platform structure, we will form a small chimney in the traditional 3 industrial era. These chimneys can not cooperate with each other, nor can they form an end to end application, or even an application service across the enterprise boundary.

The industrial Internet is an ecosystem. In the future, there will be a pattern of brilliant flowers. "It can not be a platform to fight the whole world. It is impossible for a single platform to solve the three major difficulties of the industrial Internet, namely equipment and equipment, industrial data processing and various industrial applications. More probably, the industrial Internet constitutes an ecosystem. Every enterprise can find a living space in it, do what is good at its own specific scope, and jointly empower Chinese industrial customers. He Dongdong added.

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