Focus on "Industrial Internet + Internet of Things" under the machinery manufacturing industry

With the rapid development of the Internet, many new modes are constantly emerging, bringing new changes to the industrial manufacturing industry. At present, including the following main features include: 1, personalized product manufacturing; 2, the factory operation; 3, cloud manufacturing resources.

Investment points

1, the Internet's changes to the traditional industries have gradually become the focus of attention. At present, the Internet has begun to gradually penetrate into manufacturing from the fields of consumption, retail, entertainment and finance. We can see that manufacturing informationization in the past may only involve a single link. With the penetration of the Internet in the industry, it will benefit from all aspects of the product in all aspects of design, R & D, procurement, manufacturing, marketing and after-sales service Integration with the industry started to revolutionize the operational efficiency of the industry. At the same time, new models such as personalized customization are also emerging constantly, and the Internet is expected to completely change the operation mode of various industrial sectors. There are many opportunities in this area.

2, the Internet of Things is a long process of continuous development. The development of the Internet of things requires a large amount of technology accumulation and a long period of development. The current IoT is evolving from the industrial informatization to the IoT phase of decentralized and independent industries. This process needs to go through two to five years. The internet of things is mainly used in the service industry and the manufacturing industry. It mainly provides IT and software services in the service industry. In the manufacturing industry, it mainly deals with network communications and computer related equipment. It also involves the upstream electronics industries such as integrated circuits , Sensors and so on. Among them, the sensor as the Internet of things neurons, is the foundation of all things, the sensor in a variety of intelligent terminal applications not only in smart phones, wearable devices and other consumer electronics field, intelligent machines and other industrial applications of the same wide application space .

3, the Internet and the development of the Internet of things jointly promote the "Made in China 2025" vision. The future in the realization of smart factories and intelligent production of the two major topics in the process, is bound to combine electronics, IT, industrial robots and other fields of technology. Smart Factory focus on intelligent production systems and processes, as well as the realization of networked distributed production facilities; and intelligent production mainly involves the entire enterprise production logistics management, human-computer interaction, UAV, 3D printing and additive manufacturing technology in Industrial production process applications. Artificial intelligence is the future direction of industrial development, and based on the relevant hardware and software facilities, such as industrial switches, industrial applications and other enterprises will benefit.

4. In our opinion, the future "Internet + Internet of Things" is a trend of convergence with industry. It is an important impetus for the new round of industrial revolution and many opportunities will emerge in this field. In addition to big data and cloud services, outstanding verticals will emerge in some vertical areas.

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