Global competition for Industry 4.0 leader

During his visit to Germany, Premier Li Keqiang signed the "Sino-German Cooperation Action Outline" and mentioned that he hopes to strengthen cooperation with Germany in Industry 4.0. Subsequently, the A-share market set off a hype of industry 4.0 concept stocks, and the leading stock Shenyang Machine Tool had a daily limit of 4 consecutive trading days.

  What exactly is Industry 4.0? In China, how is the current development of this field, and how should investors nugget gold in the wave of Industry 4.0? The reporter learned from interviews with industry insiders that Industry 4.0 is actually a fusion of informatization and physical industry. Generally speaking, it is the popular concept of intelligent robots and the Internet of Things in the A-share market. At present, the development of China's information technology is concentrated on the consumer side, and the progress of industrial information technology has been neglected for a long time, which also means that the potential space in this field is huge. Therefore, for the concept of Industry 4.0, investors need long-term layout of industry leading companies.

Information technology changes production mode, global industrial competition moves towards 4.0 era

     Industry 4.0 is not a newly emerging concept. As early as April 2013, Germany proposed the concept of Industry 4.0. Industry 4.0 has recently attracted attention because Prime Minister Li Keqiang signed the "China-Germany Cooperation Action Plan" when he visited Germany in October this year, hoping to strengthen cooperation with Germany in Industry 4.0.

    Integration of virtual network and physical system

     In April 2013, Germany published the "Implementation of" Industry 4.0 "Strategic Proposal" for the first time at the Hannover Industry Fair, and the German Electrical, Electronics and Information Technology Association issued the "Industry 4.0" standardization roadmap in December 2013.

     In fact, Industry 4.0 can also be called the fourth industrial revolution, which is relative to the previous three industrial revolutions. With the high integration of information technology and industrial technology, the deep interweaving of network, computer, information, software and automation technology has created a new value model. In the field of manufacturing, resources, information, goods and people are related to each other in the "virtual network-physical System (Cyber-PhysicalSystem, CPS) "-this is the" Industry 4.0 "proposed by the Germans.

     To put it simply, CPS is the application of Internet technology to various industries. Its core is to complete the industrial upgrading of all walks of life through the application of information communication technology and the use of the Internet to combine virtual system information with physical systems.

     It is reported that the ultimate goal of German Industry 4.0 is to become a supplier and leading market for a new generation of industrial production technology (ie, CPS), that is, to integrate German robots, manufacturing equipment, IT technology, control technology, information technology and other core industries into industry The 4.0 system ensures the future of German manufacturing.

    Industry 4.0 global competition has already begun

     The reporter learned that although other developed countries did not explicitly propose the "Industry 4.0" plan, various changes similar to it have been quietly launched in various countries.

     In the United States, in June 2011 and February 2012, the United States successively launched the "Advanced Manufacturing Partnership Program" and "Advanced Manufacturing National Strategic Plan" to implement "re-industrialization."

     The "Industrial Internet" proposed by American General Motors is similar to the "Industry 4.0" in Germany, that is, it connects smart devices, people and data, and uses these exchanged data in an intelligent way. AT & T, Cisco, GE, IBM [microblog] and Intel [microblog] (Intel) have announced the establishment of the Industrial Internet Consortium (IIC) in Boston, USA, with a view to breaking technical barriers and promoting the physical world and digital The fusion of the world.

     In Japan, robot technology accumulated over a long period of time has been widely used in industrial production. Advanced technologies and products such as robots, unmanned conveyors, and unmanned factories are necessary conditions for Honda to build the world's shortest production line for high-end models. In 2014, the Ministry of Economy, Trade and Industry of Japan continued to make 3D printers a priority policy support target, planning to invest 4.5 billion yen that year to implement a large-scale research and development project called "Product Revolution with 3D Modeling Technology as the Core."

     China, which is facing economic restructuring, is actively involved in and deploying the fourth industrial revolution. As early as 2012, the executive meeting of the State Council discussed and passed the "12th Five-Year" National Strategic Emerging Industry Development Plan, energy saving and environmental protection, new generation information technology, biology, high-end equipment manufacturing, new energy, new materials and new energy vehicles Shortlisted for seven strategic emerging industries. In October 2014, Premier Li Keqiang signed the "Sino-German Cooperation Action Plan" when he visited Germany, highlighting the hope to strengthen cooperation with Germany in Industry 4.0.