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新基建政策驱动 工业互联网市场规模有望超万亿

来源:华安证券 2020-05-27 15:47中投投资咨询网 A-A+

  XINJIJIANZHENGCEQUDONG,GONGYEHULIANWANGSHICHANGGUIMOYOUWANGCHAOWANYI

  工业互联网连续三年写入《政府工作报告》,今年以来政策频发,作为基建重要组成部分,工业互联网建设成为制造业转型升级、发展智能制造的核心。当前工业互联网建设进度快于顶层政策规划,标识解析已经完成 5 个国家顶级节点、55 个二级节点的上线运营,标识注册量超过 37 亿个。此外,还完成了 10 个跨行业、跨领域工业互联网平台的遴选、153 个试点示范项目的落地、4 个国家级示范基地的建设,提前完成了 2020 年顶层政策的规划。我们认为工业互联网在新基建政策的驱动下,建设进度有望加快。我们根据顶层政策要求 2025 年实现百万企业上云的发展目标,测算 2025 年工业互联网核心产业市场规模有望达到 1.24 万亿,发展空间广阔。

诸城在线配资  5G、AI、YUNJISUANDAPOJISHUPINGJING,GONGYEHULIANWANGFUNENGQIANXINGBAIYE

  5G 提供大带宽、低时延、高可靠、广覆盖的新型无线通信网络,助力工业互联网突破通信技术瓶颈。云计算为工业互联网提供算力支撑,AI 技术为工业互联网提供数据挖掘能力,5G、AI、云计算助力工业互联网泛在连接,迈向智能化,同时创造更多应用场景。当前工业互联网的应用已经延伸至 3 大类 19 小类。其中,凭借部署简单、应用价值能见度高的优势,状态监测应用的使用率达到 70%,生产制造优化应用使用率达到 32%,成为当前美股配资 。我们认为在工业互联网应用领域,设备上云和业务上云有望率先落地,设备管理和业务优化类应用是未来的主流。

  GONGYEHULIANWANGPINGTAISHIJIANSHEDEHEXIN,RUANJIANQIYEGENGJUJINGZHENGYOUSHI

  GONGYEHULIANWANGJIANSHEGONGFENWEIWANGLUO、PINGTAIHEANQUANSANDAGONGNENG,QIZHONGPINGTAIJIANSHESHIHEXIN。GONGYEHULIANWANGPINGTAIBENZHISHIYIGEGONGYEYUNPINGTAI,XIANGXIALIANTONGHAILIANGQIYESHEBEIHEYEWUSHUJU,XIANGSHANGZHICHENGGONGYE APP DEKAIFABUSHU,BENSHENSHIGONGYEMOXINGHEWEIFUWUZUJIANDEZHONGYAOZAITI,YOUWANGCHENGWEIXINGONGYETIXIDECAOZUOXITONG。ZAIPINGTAIJIANSHEDESILEICANYUZHEZHONG,WOMENRENWEIRUANJIANQIYEGENGJUJINGZHENGYOUSHI,ZHUYAOTIXIANZAISANGEFANGMIAN:1) DUIBIZHUANGBEIZIDONGHUAQIYEHELONGTOUZHIZAOQIYE,RUANJIANQIYE IT JISHUCHUBEIGENGQIANG;2) DUIBI ICT JISHUQIYE,RUANJIANQIYELUODINENGLIGENGQIANG;3)RUANJIANQIYEGENGJUPINGTAIBIANXIANNENGLI:XITONGJICHENGGONGXIANWENDINGXIANJINLIU,RUANJIANYUNHUADAKAIDINGYUEFUWUDEYINGLIKONGJIAN。

  SHOUTUISHIDASHUANGKUAPINGTAI,GUANZHUGONGYEHULIANWANGQUANCHANYELIANTOUZIJIAZHI

  WOMENRENWEISHIDASHUANGKUAPINGTAISHIGONGYEHULIANWANGPINGTAIJIANSHEDEDIANXINGDAIBIAO,RUWEIQIYEJIANGXIANZHUSHOUYIYUZHENGCEFUCHI。LINGYIFANGMIAN,SHIDASHUANGKUAPINGTAISHIXINCHUANGCHANYEZAIGONGYEHULIANWANGLINGYUDEJUTILUODI,GUOCHANGONGYEHULIANWANGPINGTAIQIYEGENGJUJINGZHENGYOUSHI。WOMENSHOUTUISHIDASHUANGKUAPINGTAIZHONGDERUANJIANQIYEYONGYOUWANGLUO、DONGFANGGUOXIN,JIANYIGUANZHUJIANZHU股票配资 HUAPINGTAIFUWUSHANGGUANGLIANDA,YIJI AI SUANFATIGONGSHANGKEDAXUNFEI。IaaS CENGTUIJIANGUANZHUFUWUQIQIYELANGCHAO股票配资 、ZHONGKESHUGUANG。BIANYUANCETUIJIANGUANZHUSHEXIANGTOUSHIJUE、 GONGYEJIQIRENDENGZIDONGHUASHEBEIQIYERUHAIKANGWEISHI、DAHUAGUFEN、AISIDUN、HUICHUANJISHU。WANGLUOCEJIANYIGUANZHUTONGXINMOZUQIYEYIYUANTONGXIN。

  FENGXIANTISHI:GONGYEHULIANWANGYINGYONGLUODIHESHANGYEMOSHIFAZHANBUJIYUQI;QUANQIUYIQINGJIAJUCHONGJI期货配资 JINGJI,JIANGDIQIYE股票配资 HUATOUZIXUQIU;GONGYEHULIANWANGZHENGCEDELIANXUXINGHEZHICHILIDUCUNZAIBUQUEDINGXING。

  ZHENGWEN

  YIXINJIJIANZHENGCEQUDONG,GONGYEHULIANWANGSHICHANGGUIMOYOUWANGCHAOWANYI

诸城在线配资  1.1 GONGYEHULIANWANGZHENGCEPINFA,CHENGWEIXINJIJIANZHONGYAOZUCHENGBUFEN

  工业互联网连续三年写入《政府工作报告》,今年以来政策频发。今年以来工业互联网相关政策频发,2 月中央政治局会议提出推动 5G 网络、工业互联网等加快发展; 3 月工信部发布《关于推动工业互联网加快发展的通知》,4 月发改委发布推动企业“上云用数赋智”行动的实施方案,推动企业数字化转型;5 月《政府工作报告》再提“发展工业互联网,推进智能制造”,工业互联网连续三年写入《政府工作报告》。对比 2018/2019 年《政府工作报告》中涉及工业互联网的内容,我们认为“为制造业转型升级赋能”的核心思想没有改变,在关注重点上从“工业互联网平台”拓展到了“工业互联网”全领域,也从侧面反映了工业互联网的地位提升。我们认为工业互联网作为企业数字化转型的载体,在疫情影响经济发展和企业复工复产的背景下,工业互联网建设更加迫在眉睫。当前工业互联网相关政策持续发布,有望促使产业加快发展。

诸城在线配资  GONGYEHULIANWANGSHI IT、OT、CT JISHUDERONGHE,YOUWANGZHUANBIANQIYESHENGCHANZHIZAOMOSHI,SHIXINJIJIANDEZHONGYAOZUCHENGBUFEN。GONGYEHULIANWANGBENZHISHI IT、CT、OT JISHUDESANZHONGRONGHE,TONGGUO CT(TONGXINJISHU)LIANJIEQIYENEIWAIGELEISHUJU,SHIXIANGONGYEQUANYAOSU、QUANCHANYELIAN、QUANJIAZHILIANDESHUJUDATONG,YITUO IT(股票配资 JISHU)ZHENDUIHAILIANGSHUJUJINXINGWAJUEHEFENXI,BINGYU OT(SHENGCHANGUANLIJISHU) JIEHE,SHIDEGUOQUSHENGCHANZHIZAOGUOCHENGZHONGYINXINGDEGONGYIHEJINGYANNENGGOUXIANXINGHUA、SHUZIHUA、KEFUYONG、 KEYUCE,ZUIZHONGXINGCHENGGONGYEJINGYANHEJILIMOXINGDECHENDIAN,FUNENGHEGAIZAOCHUANTONGDEGONGYETIXI,BANGZHUQIYEDUO、KUAI、HAO、SHENG,CHUANGZAOGENGDUOJIAZHI。

  GONGYEHULIANWANGYOUWANGZHUANBIANQIYESHENGCHANZHIZAOMOSHI,ZHUYAOTIXIANZAISIGEFANGMIAN。1)ZHINENGHUASHENGCHAN:QIYEZHIZAOMOSHIYOUZIDONGHUA、SHUZIHUAXIANGZHINENGHUAZHUANBIAN,DAFUTISHENGSHENGCHANXIAOLVHEZHILIANG;2)GEXINGHUADINGZHI:QIYECHANPINDESHENGCHANXIAOSHOUYOUGUIMOHUADINGZHIXIANGGEXINGHUADINGZHIZHUANBIAN,SHIXIANYIYONGHUWEIZHONGXINDEANXUSHENGCHAN,YOUXIAOMANZUSHICHANGDEDUOYANGHUAXUQIU,TONGSHIJIEJUEQIYEDEKUCUNHECHANNENGWENTI;3)WANGLUOHUAXIETONG:QIYESHENGCHANZUZHIFANGSHIYOUDILIJIJUXIANGWANGLUOJIJUZHUANBIAN,GONGCHANGBUZAISHIQIYESHENGCHANZHIZAODEWEIYIZHONGXIN,TONGGUOCHANYELIANXIETONG、ZHONGBAOSHEJI、GONGYINGLIANXIETONG,YOUXIAOJIANGDIZIYUANHUOQUCHENGBEN,DAPOQIYEDEJIANGYU,TISHENGCHANYEZHENGTIJINGZHENGLI;4)FUWUHUAYANSHEN:QIYESHANGYEMOSHICONGMAICHANPINXIANGMAIFUWUTUOZHAN,TONGGUOCHANPINSHANGDEZHINENGMOKUAI,SHIXIANSHOUHOUDEDUOYANGHUAFUWU,TUOZHANQIYELIRUNKONGJIAN。

诸城在线配资  YINCI,GONGYEHULIANWANGZAIQIYEDESHUZIHUAZHUANXINGFANGMIANJUYOUZHONGYAOYIYI。JINNIANLAIXINJIJIANDEGAINIANLVBEITIJI,2020 NIANXINGUANYIQINGFASHENGYILAI,XINJIJIANZUOWEISHOUZHU“LIUBAO”DIXIAN、WANCHENG“LIUWEN”GONGZUODEZHUYAOTOUZIFANGXIANG,ZAICIHUODECONGZHENGFUDAOSHEHUIDEZHONGSHI。2020 NIAN 4 YUEFAGAIWEIQUANWEIDINGYILEXINJIJIANDENEIHAN,QIZHONGGONGYEHULIANWANGZUOWEIXINJIJIANWANGLUOJICHUSHESHIZHIYI,CHENGWEIXINJIJIANDEZHONGYAOZUCHENGBUFEN。

  1.2 工业互联网是智能制造的重要载体,期货配资 政策逐步完善

  从美国工业互联网、德国工业 4.0 到《中国制造 2025》,工业互联网一直是智能制造的重要载体。工业互联网源于美国,2012 年由 GE 率先提出。随后以 GE 为代表的美国工业互联网联盟(IIC)试图依托其强大的 IT 技术打造工业互联网的通用平台。2013 年德国在汉诺威工业博览会上提出“工业 4.0”的概念,预计投资 2 亿欧元,推动以股票配资 物理系统(CPS)为基础,以生产高度数字化、网络化、机器自组织为标志的工业革命,试图依靠强大制造业基础进行智能化升级改造。2015 年国务院发布《中国制造 2025》,结合中国实际推进制造业转型升级,促使中国从制造大国向制造强国转变。在这些政策的背后,工业互联网作为智能制造的重要载体,始终占据着核心的地位。《中国制造 2025》中就已经提及,“促进工业互联网、云计算、大数据在企业研发设计、生产制造、经营管理、销售服务等全流程和全产业链的综合集成应用”。因此,工业互联网在中国的发展,是顶层政策的延续, 也是制造业实现由大变强的关键环节。

  GUOJIADINGCENGSHEJIYIJINGWANCHENG,ZHENGCETIXIZHUBUWANSHAN,GONGYEHULIANWANGFAZHANBURUKUAICHEDAO。

诸城在线配资  2017 NIAN 11 YUE,GUOWUYUANFABU《GUANYUSHENHUA“HULIANWANG+XIANJINZHIZAOYE”FAZHANGONGYEHULIANWANGDEZHIDAOYIJIAN》,ZHENGSHITICHUFAZHANGONGYEHULIANWANGDEMUBIAO,TONGSHIZHENDUI 2020 NIANYIJI 2025 NIANDEFAZHANRENWUZUOLEMINGQUEDEGUIDING。SUIHOU,GONGXINBUYUCINIANCHUTAILE《GONGYEHULIANWANGFAZHANXINGDONGJIHUA (2018-2020)》,ZHENDUIGUOWUYUANDEZHENGCEJINXINGLEJUTIDELUOSHIHEXIFEN。ZAICIZHIHOU,YIXILIEZHONGYANGHEDIFANGDEPEITAOZHENGCELUXUCHUTAI,GONGXINBUXIANHOUFABULEZHENDUIGONGYEHULIANWANGPINGTAI、WANGLUO、 ANQUANJIANSHEDEYIXILIEWENJIAN。DIFANGZHENGFUTONGGUOWANGLUOTISUJIANGFEI、SHANGYUNYOUHUIQUAN、CHANYEJIJINDENGXINGSHIZHICHIGONGYEHULIANWANGJIANSHE。WOMENRENWEI,SUIZHEZHENGCETIXIDEWANSHAN,GONGYEHULIANWANGFAZHANZHENGZAIBURUKUAICHEDAO。

  1.3 GONGYEHULIANWANGJIANSHEJINDUJIAKUAI,SHICHANGGUIMOYOUWANGCHAOWANYI

诸城在线配资  GONGYEHULIANWANGJIANSHEJINDUKUAIYUDINGCENGZHENGCEGUIHUA,TIQIANBINGCHAOEWANCHENG 2020 NIANMUBIAO。WOMENDUIBILELIANGFENDINGCENGZHENGCEGUIHUA(GUOWUYUANFABUDE《GUANYUSHENHUA“HULIANWANG+XIANJINZHIZAOYE”FAZHANGONGYEHULIANWANGDEZHIDAOYIJIAN》、GONGXINBUFABUDE《GONGYEHULIANWANGFAZHANXINGDONGJIHUA(2018-2020 NIAN)》)YUDANGQIANGONGYEHULIANWANGJIANSHEJINDUZHIJIANDECHAYI,FAXIANDABUFENZHENGCEMUBIAOYIJINGTIQIANBINGQIECHAOEWANCHENG。QIZHONG, YOUQIYIBIAOSHIJIEXIDEFAZHANSUDUZUIKUAI。BIAOSHIJIEXIFUYULEMEIGESHEBEIDUTEDEWANGLUOWEIZHI,LEISIYUHULIANWANGZHONGDE DNS YUMINGHESHOUJIZHONGDE SIM KA,SHIGONGYEHULIANWANGWANGLUOJIANSHEDEJICHU。DANGQIANWOGUOYIJINGWANCHENG 5 GEGUOJIADINGJIJIEDIAN、55 GEERJIJIEDIANDESHANGXIANYUNYING,JIERUSHEBEIDEBIAOSHIZHUCELIANGCHAOGUO 37 YIGE,YUANCHAODINGCENGZHENGCEZHONG 2020 NIAN 5 GEDINGJIJIEDIAN、10 GEERJIJIEDIAN、20 YIBIAOSHIZHUCELIANGDEGUIHUA。CIWAI,MUQIANWOGUOHAIWANCHENGLE 10 GEKUAXINGYE、KUALINGYUGONGYEHULIANWANGPINGTAIDELINXUAN、153 GESHIDIANSHIFANXIANGMUDEPINGXUAN、4 GEGUOJIAJISHIFANJIDIDEJIANSHE,TIQIANWANCHENGLEDINGCENGZHENGCEDEGUIHUA。YINCI,WOMENRENWEIGONGYEHULIANWANGZAIZHENGCEQUDONGXIAJIANSHEJINCHENGYOUWANGZHUJIANJIAKUAI。

  我们测算 2025 年工业互联网核心产业市场规模有望达到 1.24 万亿,发展空间广阔。根据工业互联网产业联盟发布的《工业互联网产业经济发展报告》,2019 年预计工业互联网核心产业(工业互联网建设涉及的网络、平台、安全等软硬件基础设施)增加值达到 5361 亿元,2020 年预计达到 6520 亿元。我们认为到 2025 年,工业互联网核心产业的市场规模有望达到 1.24 万亿。根据国家统计局的数据,2019 年中国规模以上工业企业共 37.28 万家,企业平均年收入为 28374.46 万元。我们假设到 2025 年,规模以上工业企业均会在工业互联网相关领域有所投入。另外根据 GE 提出的“1%理论” (即工业企业 1%的股票配资 化投入即可创造巨大的商业价值),我们假设企业投入资金占总收入的 1%,即 284 万元,则规模以上工业企业 2025 年工业互联网的市场规模有望达到 10578 亿元。此外,结合 2025 年百万企业上云的目标,测算小微企业 2025 年部署工业互联网的数量达到 62.72 万家,假设每家投入的金额为规模以上工业企业的 10%, 即 28 万元,则小微企业 2025 年工业互联网的市场规模有望达到 1779.65 亿元,两者合计接近 1.24 万亿,发展空间广阔。

诸城在线配资  ER 5G、AI、YUNJISUANDAPOJISHUPINGJING,GONGYEHULIANWANGFUNENGQIANXINGBAIYE

诸城在线配资  2.1 5G DAPOTONGXINJISHUPINGJING,5G+GONGYEHULIANWANGRONGHECHUANGZAOXINYINGYONG

  WUXIANTONGXINJISHUZHIYUEGONGYEHULIANWANGFANZAILIANJIE。ZAOQIDEWULIANWANGTONGXINZHUYAOYINGYONG RFID DENGDANXIANG、BANSHUANGGONGDETONGXINJISHU,XIANGDUIKEYICHUANDIDE股票配资 LIANGFEICHANGYOUXIAN。SUIHOU,GELEI WLAN(WUXIANJUYUWANG)JISHULIRULANYA、ZigBee、WiFi DENGBUDUANFAZHAN,SHIDEGONGCHANGSHEBEIDEGANZHIHEJIANCECHENGWEIKENENG。DANSHI,WLAN JISHUCHUANSHUJULIYOUXIAN,NANYIZUODAOZHANGJULIDESHUJUCAIJI。WEILEJIEJUECHUANSHUJULIDEWENTI,LPWAN(DIGONGHAOGUANGYUWANG)JISHUYINGYUNERSHENG。QIZHONG,NB-IOT TONGGUOFENGWOYIDONGWANGLUOJINXINGCHUANSHU,KEYIZHICHIMEIXIAOQU 5 WANGEZHONGDUANDELIANJIENENGLI,XINHAOFUGAIFANWEIYEGENGJIAGUANGFAN, NENGGOUYINGYONGZAIZHINENGDIANBIAO、ZHINENGLUDENG、ZHINENGYANGAN、ZHIHUISHUIWUDENGYUANJULIWULIANCHANGJING。DAN NB-IOT DECHUANSHUDAIKUANJINYOU 200KHz,FENGZHISULVJINYOU 250Kbps,QIEYIDONGXINGNENGJIAOCHA,DUIYUXUYAOSHIPINYUYINSHISHIJIAOHU、YIDONGFANWEIJIAODADEGONGYEHULIANWANGYINGYONGCHANGJINGRUGONGCHANGZIDONGXUNJIAN、WURENYUNSHU、ZHINENGZHIZAODENGZELIYOUBUDAI。YINCI,WUXIANTONGXINJISHUFAZHANZHIJIN,ZAICHUANSHUJULI、CHUANSHUDAIKUANHESULVFANGMIANDADAOLEPINGJING,ZHEIZAIYIDINGCHENGDUSHANGZHIYUELEGONGYEHULIANWANGDEYINGYONGHEFAZHAN。

  5G TIGONGDADAIKUAN、DISHIYAN、GAOKEKAO、GUANGFUGAIDEXINXINGWUXIANTONGXINWANGLUO,ZHULIGONGYEHULIANWANGTUPOTONGXINPINGJING。5G WEIGONGYEHULIANWANGDEFAZHANTIGONGLEGENGJIAGAOXINGNENGDEXINXINGWUXIANTONGXINWANGLUO。5G WANGLUODEXINGNENGJIAO 4G YOUDAFUDETISHENG,FENGZHISULVSHI 4G SHIDAIDE 20 BEI,DADAO 20Gbps,KEYIZHICHIHAILIANGSHUJUDESHISHICHUANSHU。5G SHEBEIDELIANJIEMIDUSHI 4G SHIDAIDE 10 BEI,DADAOMEIPINGFANGMI 10^6 GE,SHIYANDADAOHAOMIAOJI,SHI 4G SHIDAIDE 10%。YINCI,5G KEYIDAILAIDADAIKUAN、DISHIYAN、GAOKEKAO、GUANGFUGAIDETONGXINNENGLI,SHIDESHEBEIDEFANZAIHULIANHEHAILIANGSHUJUDECHUANSHUCHENGWEIKENENG。

  5G+工业互联网融合拓宽应用场景。5G 与工业互联网的融合可以大幅拓宽工业互联网的应用场景,延伸出 5G+超高清视频、5G+AR/VR、5G+无人机、5G+云端机器人诸城在线配资、5G+远程控制等需要大带宽、低时延、广覆盖的应用。这将丰富工业互联网的应用范围,真正实现工业互联网的泛在连接。因此,我们认为 5G 和工业互联网作为新基建的重要组成部分,两者的发展是相辅相成、互相促进的。

  2.2 AI HEYUNJISUANZHULIGONGYEHULIANWANGMAIXIANGZHINENGHUA

  GONGYEHULIANWANGCHANSHENGHAILIANGSHUJU,YUNJISUANTIGONGSUANLIZHICHENG。GONGYEHULIANWANGDEYINGYONGHUIPANHUOQIYEDECUNLIANGSHUJU,TONGSHICHANSHENGHAILIANGDEZENGLIANGSHUJU,SHUJUDECUNCHU、FENXIHEJISUANXUYAOGENGQIANGDADESUANLIZHICHENG。YUNJISUANTONGGUOXUNIHUAJISHU,KEYISHIXIANDICENG IT ZIYUANDECHIHUA,JIJIANGGUOQUDULIDEFUWUQI、 CUNCHUSHEBEIZUCHENGYIGEGUIMOGENGWEIPANGDADESUANLIZIYUANCHI,SHIDE IT SUANLINENGGOUXIANGSHUIHEDIANYIYANGSHIXIANANXUGONGJI。YINCI,YUNJISUANJISHUNENGGOUTIGONGDANXING、KEKUOZHAN、GAOXINGNENGDEJISUANZIYUAN,KEYIMANZUGONGYEHULIANWANGHAILIANGCAIJISHUJUDECUNCHUHEFENXI,WEIGONGYEHULIANWANGTIGONGSUANLIZHICHENG。

  人工智能赋予工业互联网数据挖掘能力,AIoT 助力工业互联网迈向智能化。工业互联网对企业降本增效的赋能需要更智能的算法支撑。传统的 IoT(物联网)技术仅仅只具备感知能力,对于数据的分析也仅限于对设备状态的感知、监测、跟踪,因此应用领域较为有限,无法满足工业互联网的场景应用。而人工智能尤其是深度学习算法与工业互联网具有天然的融合性。工业互联网可以为人工智能算法的提升贡献海量的训练数据,而人工智能算法又可以赋予工业互联网更加深度的数据挖掘能力。

  AI HE IoT JISHUDERONGHE,AIoT FUYULEGONGYEHULIANWANGCONGGANZHINENGLIXIANGRENZHINENGLIDESHENGJI, ERYUNJISUANYOUWEIZHEIZHONGZHINENGHUASHENGJITIGONGLEHAILIANGSHUJUXUNLIANSUOXUDESUANLIJICHU。YINCI,YUNJISUAN、 AI HEGONGYEHULIANWANGDERONGHE,YEJIANGCHANSHENGXUDUOXINDEYINGYONGJIAZHI。LIRU,ZAISHEBEICENGMIANKEYIJIEHE AI SUANFASHIXIANCHANPINDEZHILIANGJIANCE、SHEBEIYUCEWEIHUHECHANPINZIDONGFENJIAN。ZAIQIYECENGMIANKEYISHIXIANCHANPINDEFUZHUSHEJI、SHENGCHANGUOCHENGDEKONGZHIHEYOUHUA、SHENGCHANLIUCHENGDEZIDONGJIANKONGHESHISHIJUECE。ZAICHANYELIANXIETONGCENGMIAN,KEYISHIXIANJITUANDEFUZHUJUECE、GONGYINGLIANDEXIETONGGUANLIDENG。

诸城在线配资  2.3 GONGYEHULIANWANGFUNENGQIANXINGBAIYE,SHEBEIGUANLIHEYEWUYOUHUACHENG美股配资

诸城在线配资  XINXING ICT JISHUDETUPOWEIGONGYEHULIANWANGDAILAIFENGFUYINGYONGCHANGJING。GENJU《GONGYEHULIANWANGCHUANGXINFAZHANBAIPISHU》TONGJIDE期货配资 229 GEGONGYEHULIANWANGPINGTAIYINGYONGANLI,DANGQIANGONGYEHULIANWANGPINGTAIDEYINGYONGZHUYAOFENWEISANDALEI 19 XIAOLEI。

  DIYILEISHISHEBEI/CHANPINGUANLILEI,YOUQISHIZHUANGTAIJIANCEHEBAOJINGLEIYINGYONGZHANBIDADAO 70%。ZAICIJICHUSHANG,YUCEXINGWEIHU、GUZHANGZHENDUAN、YUANCHENGYUNWEI、CHANPINQUANSHENGMINGZHOUQIGUANLIDENGXINXINGDE、JIYUSHENDUSHUJUFENXIDEYINGYONGYEZAIBUDUANXINGQI。

  DIERLEIYINGYONGSHIWEIRAOQIYESHENGCHANZHIZAO、YANFASHEJI、GONGYINGLIANGUANLIDENGGEGEHUANJIEDEYEWUYUNYINGYUYOUHUA。DIANXINGDERUGANGTIEQIYETONGGUODUIGAOLUDEFANGZHENYUJILIMOXINGSHIXIANGAOLU“HEIXIANG”DEKESHIHUA, BINGTONGGUODUILUNEIQILIUFENBUDENGCANSHUDEFENXI,JIANLIWULIAOTOUFANGDEBIAOZHUN,CONGERNENGGOUTISHENGYELIANXIAOLV。

  DISANLEIYINGYONGSHIZAIQIYENEIBUSHUJUDATONGHOU,GONGYEHULIANWANGHAIKEYIFUNENGQIYENEIWAIBUDESHEHUIHUAZIYUANXIEZUO。DIANXINGYINGYONGRUJIADIANQIYEDEANXUDINGZHI,DATONGJIAOHU、SHEJI、SHENGCHAN、WULIU、YUNWEIFUWUDENGDUOGEHUANJIE,TONGGUOJIANLIYONGHUSHEQUN,SHIXIANYONGHUDINGDANDEGEXINGHUA、ANXUDINGZHI,CONGERSUODUANCHANPINYANFAZHOUQI,YOUGENGJIATIEJINYONGHU,NENGGOUWEIGONGSICHUANGZAOGENGDUODEJIAZHI。

  SHEBEIGUANLIHEYEWUYOUHUALEICHANGJINGJISHUFUZADUJIAODI、YINGYONGJIAZHIJIAODA,ZHUJIANCHENGWEIYINGYONG美股配资 。

  从应用场景的分布来看,设备状态监测应用使用率达到 70%,生产制造优化类应用使用率达到 32%,我们认为主要是这两类应用实施难度较低、应用价值较大。设备管理类应用主要基于“设备物联+数据分析”,一方面涉及的工业机理较为简单,从技术实现的角度来看,设备上云互联较容易。另一方面,设备互联之后,可以实现设备运行状态监测、故障诊断、远程运维、预测性维护等,大幅提升设备的生命周期,节约设备运维的成本以及停机带来的损失,在应用价值方面较容易体现。因此,设备管理类应用成为美股配资 。业务优化类应用主要基于企业的生产管理软件上云,在实施难度上也相对简单。而上云后数据打通,可以带来排产调度优化、供应链管理、营销管理等应用,为企业创造的价值能见度较高,因此也成为应用的美股配资 。

  2.4 DAXINGQIYESHIGONGYEHULIANWANGLUODIDEZHULI

  DAXINGQIYEZHONGDIANJUJIAOGAOJIAZHIYINGYONG,SHIGONGYEHULIANWANGLUODIDEZHULI。DAXINGQIYESHEBEIZHONGLEIFANDUO、SHENGCHANJINGYINGFUZA、股票配资 HUATOURUCHONGZU,YINCIDUIYUGONGYEHULIANWANGDEJIANSHEHESHIYONGJUYOUJIAOQIANGDEDONGLI,QIEHUIJUJIAOYUGELEIGAOJIAZHIYINGYONG。DAQIYETONGCHANG股票配资 HUACHENGDUJIAOGAO,CAIJISHUJUBINGFEIQIYINGYONGFAZHANDEZHANGAI,DANSHISHUJUBEIFENGSUOZAIGEGEXITONG、GEGEBUMEN、GEGEZIGONGSIZHONG,XINGCHENG股票配资 GUDAO,SHUJUBUNENGDEDAOYOUXIAOLIYONG。DATONGDAXINGQIYEGESHEBEI、XITONG、CENGJI、BUMENZHIJIANDE股票配资 LIUSHIDANGQIANYINGYONGDEJIAODIAN,TONGGUOJIANLITONGYIDESHUJUBIAOZHUN,NENGGOUDICHENGBEN、GAOSUDUDESHIXIANDAQIYEDEGONGYEYINGYONG,BINGNENGGOUZAICIGUOCHENGZHONGJIEYUEDALIANGRENLI、WULI、CAILICHENGBEN。YINCI,DAXINGQIYEGENGJIAJUJIAOYUGAOJIAZHIYINGYONG,RUGAODANZHISHEBEIDEJIANKANGGUANLI、SHENGCHANGUOCHENGDENENGHAOPAIFANG、ZHILIANGGUANLI、GONGYINGLIANHECAIWUXITONGDEGUANLIYOUHUADENG。GENJU《QUANQIUGONGYEHULIANWANGPINGTAIYINGYONGANLIFENXIBAOGAO》DETONGJI,DAXINGQIYEZAIGONGYEHULIANWANGYINGYONGZHONGZHANBI 62%,SHIGONGYEHULIANWANGLUODIDEZHULI。

  中小企业聚焦内部管理提升和外部资源获取,是工业互联网发展的长尾市场。中小企业发展的痛点在于成本高、融资难、管理和股票配资 化能力弱、订单获取能力差。因此,在工业互联网的应用方面,中小企业主要偏向于两方面,一方面是依靠一些经营管理类 SaaS 软件来提升股票配资 化水平,对营销、采购、财务、人力等方面进行股票配资 化管理。另一方面是依靠工业互联网获取更多外部资源,例如依靠协同制造和产业链管理平台,对接大型企业的订单;又如通过对设备和工业股票配资 数据的分析,提升信用等级, 争取融资信贷。我们认为中小企业尚处于工业互联网应用的初期,但凭借巨大的长尾市场仍有广阔发展空间。

诸城在线配资  SANGONGYEHULIANWANGPINGTAISHIJIANSHEDEHEXIN,RUANJIANQIYEGENGJUJINGZHENGYOUSHI

  3.1 GONGYEHULIANWANGPINGTAISHIHEXIN,YOUWANGCHENGWEIXINGONGYETIXIDECAOZUOXITONG

  GONGYEHULIANWANGJIANSHE,PINGTAISHIHEXIN。GENJUZHONGGUOGONGYEHULIANWANGCHANYELIANMENGZAI 2020 NIAN 4 YUEFABUDEGONGYEHULIANWANGTIXIJIAGOU 2.0 BANBEN,GONGYEHULIANWANGGONGFENWEIWANGLUO、PINGTAI、ANQUANSANDAGONGNENGTIXI。QIZHONG:1)WANGLUOSHIJICHU,ZHUYAOFUZESHIXIANYAOSUZHIJIANDESHUJUCHUANSHU、股票配资 DEXIANGHULIJIEYIJIYAOSUDEBIAOJI、GUANLIHEDINGWEI。2)ANQUANSHIBAOZHANG。GONGYEHULIANWANGDATONGQIYENEIWAISHUJU,DAILAIXINDEANQUANFENGXIAN。YINCI,ANQUANSHIGONGYEHULIANWANGFAZHANDEZHONGYAOBAOZHANG。3)PINGTAISHIHEXIN。GONGYEHULIANWANGPINGTAIXIANGXIAKEYIDUIJIEHAILIANGGONGYECHANPINZHUANGBEI、YEWUXITONGDESHUJU,XIANGSHANGKEYIZHICHENGGONGYE APP DEKUAISUKAIFAHEBUSHU,BENSHENZESHIGONGYEZHISHICHENDIAN、FUYONGHEZHONGGOUDEZHONGYAOZAITI。YINCI,GONGYEHULIANWANGPINGTAISHIGONGYEHULIANWANGTIXIDEHEXIN。

  工业互联网平台本质是一个开放式的工业云平台。根据中国工业互联网产业联盟发布的《工业互联网平台白皮书 2017》,工业互联网平台的架构主要包括边缘层(含 IaaS 层)、平台层(PaaS 层)和应用层(工业 APP 层)三个层级。边缘层通过大范围、 深层次的数据采集,构建工业互联网平台的数据基础。平台层基于通用 PaaS 叠加大数据诸城在线配资处理、工业数据分析、工业微服务等创新功能,构建可扩展的开放式云操作系统。应用层基于 PaaS 层的微服务组件、AI 大数据工具、工业机理模型,形成满足不同行业、不同场景的工业 APP,使得工业互联网平台最终能够面向企业的生产制造和协同管理场景,产生实际的价值。因此,我们认为工业互联网平台的本质是一个开放式的工业云平台。

  对比 PC 互联网和移动互联网,工业互联网平台构建了面向工业制造的端到端新基础架构,有望成为新工业体系的操作系统。我们认为可以把工业互联网平台与 PC 互联网、移动互联网时代的 IT 基础架构做类比。

  1)在交互和数据采集方面,从 PC 互联网时代的键盘、鼠标和显示器,发展到移动互联网诸城在线配资时代的手机触摸屏,而在工业互联网平台上,股票配资 交互主要依靠边缘层的各类工业制造设备和数据采集传感器。对比 PC 互联网和移动互联网流量带来的价值, 工业互联网平台连接的海量数据将产生巨大的网络价值。

  2)在算力资源方面,PC 互联网主要依靠台式电脑主机和私有化的服务器,移动互联网的算力支撑主要是手机端的芯片,以及云端的服务器。而工业互联网平台实则是云平台在工业体系中的落地,其算力支撑主要是依靠 IaaS 层的云基础设施,如高性能的服务器集群等。

诸城在线配资  3)ZAICAOZUOXITONGFANGMIAN,PC HULIANWANGZHUYAOSHI Windows CAOZUOXITONG,YIDONGHULIANWANGSHIDAIZHUYAOYIKAO Android HE iOS XITONG,ERGONGYEHULIANWANGPINGTAIDECAOZUOXITONGZESHIGONGYE PaaS PINGTAI。GONGYE PaaS PINGTAIKEYITIGONGGONGYEDASHUJUXITONG、SHUJUJIANMOFENXI、YINGYONGZUJIANKAIFAHEWEIFUWUZUJIANKUDEGELEIGONGNENGZUJIAN,WEIGONGYEJILIDECHENDIANHESHANGCENG APP DEKAIFATIGONGLEPINGTAIZHICHENG,JUYOUHEXINJIAZHI。

  4)在应用软件方面,PC 互联网基于 Windows 系统开发出办公软件 Office 系统, 辅助设计软件、娱乐股票配资 软件等等。而移动互联网则是在 Android 和 iOS 两大生态体系中,孵化出了一系列杀手级的应用软件。工业互联网同样可以基于工业 PaaS 平台, 产生一系列面向各类工业制造场景、功能各异的工业 APP。工业 APP 通过工业数据建模优化,封装了解决特定问题的流程、逻辑、数据、经验、算法、知识等工业技术, 具有丰富的应用价值。

诸城在线配资  YINCI,GONGYEHULIANWANGPINGTAISHIZEGOUJIANLEYIGEMIANXIANGGONGYEZHIZAODEDUANDAODUANDEJICHUXINJIAGOU,YOUWANGZHONGGOUQIYESHENGCHANZHIZAODEQUANGUOCHENG,CHENGWEIXINGONGYETIXIDECAOZUOXITONG。

诸城在线配资  3.2 GONGYEHULIANWANGPINGTAISILEICANYUZHE:RUANJIANQIYEGENGJUJINGZHENGYOUSHI

  GONGYEHULIANWANGPINGTAIJIANSHEZHUYAOYOUSILEICANYUZHE,YITUOGEZIYOUSHIKAIZHANBUTONGFANGXIANGDEPINGTAIYINGYONG:

诸城在线配资  1)ZHUANGBEIZHIZAO/ZIDONGHUAQIYE:YISHEBEILIANWANGWEIQIERUDIAN。ZHUANGBEIZHIZAOHEZIDONGHUAQIYECHENDIANLEDALIANGDESHENGCHANSHEBEIHEGONGYEXITONG,YINCIJUYOUFENGFUDEGONGYEZHISHI、JINGYANHEMOXING。ZHEIXIEQIYESHOUXIANCONGZISHENDESHEBEIRUSHOU,YITUOGONGYEHULIANWANGPINGTAISHIXIANDICENGSHEBEISHUJUDECAIJIJICHENG,TONGGUODUIZISHENSHEBEIDELIANWANGYINGYONG,JILEIBAOGUIDEJINGYAN,ZAIZHUBUDUIWAIFUNENG。LIRUXUGONGJITUANDE Xrea GONGYEHULIANWANGPINGTAI,HEXINNENGLIJISHIQIANGDADEBIANYUANSHEBEIJIERUNENGLI,ZHUYAOYINGYONGYUSHEBEIZHUANGTAIJIANKONG、SHENGCHANZHIZAOGONGYIDEYOUHUADENGYINGYONGCHANGJING。

  2)LONGTOUZHIZAOQIYE:YICHANYELIANXIETONGWEIQIERUDIAN。LONGTOUZHIZAOQIYEZAICHANYEZHONGYONGYOUQIANGDADEHUAYUQUAN,JUJILESHANGXIAYOUGONGYINGLIANHEKEHUDEGUANGFANCHANYESHENGTAI,TONGSHIBENSHENYEZAICHIXUJINXINGSHUZIHUAZHUANXING。YINCI,LONGTOUZHIZAOQIYEWANGWANGHUIYICHANYELIANSHANGXIAYOUDEXIETONGZUOWEIQIERUDIAN,GOUJIANGONGYEHULIANWANGPINGTAI,JUJICHANYELIANSHANGXIAYOUDEGELEIQIYE,TIGONGPINGTAIFUWU。ZAIFUNENGCHANYELIANDETONGSHI,YEWEIZISHENDEJIANGBENZENGXIAODAILAISHIJIDEXIAOGUO。LIRUHAIERDE COSMOPLAT PINGTAI,JIANGKEHUXUQIU、CHANPINDINGDAN、HEZUOSHENGCHAN、YUANLIAOGONGYING、CHANPINSHEJIE、SHENGCHANZUZHUANGHEZHINENGFENXIDENGHUANJIEHULIANQILAI,JINXINGSHISHITONGXINHEFENXI,MANZULEKEHUGUIMOHUADINGZHIDEXUQIU,YESHIXIANLEYANFA、SHENGCHAN、XIAOSHOUHUANJIECHENGBENDEXIAJIANGHEXIAOLVDETISHENG。

  3)RUANJIANQIYE:YIYEWUSHANGYUNHELIUCHENGYOUHUAWEIQIERUDIAN。RUANJIANQIYEZAIQIYEQIANQIDE股票配资 HUAZHUANXINGZHONGJIUYIJINGPINGJIEGELEISHENGCHANGUANLIRUANJIANJIERUDAOQIYEDESHENGCHAN、XIAOSHOU、GONGYINGLIANDENGGEGEYEWUHUANJIE。YITUOGONGYEHULIANWANGPINGTAI,RUANJIANQIYESHOUXIANHUICUSHIQIYEJIANGCHUANTONGDEGELEIYEWURUANJIANYUNHUA,DATONGGEYEWUHUANJIE,SHIXIANSHUJUDEJIAOHU。ZAICIJICHUSHANG,RUANJIANQIYEKEYITIGONGGELEIYEWUYOUHUADEFENXIGONGJU,BANGZHUQIYESHIXIANCONGGUANLICENGDAOSHENGCHANCENGDEZONGXIANGSHUJUWAJUEHELIUCHENGYOUHUA。LIRUYONGYOUDEJINGZHIGONGYEHULIANWANGPINGTAI,YITUO iUAP XINXING PaaS PINGTAI,YIJI NC Cloud DENGYUN ERP HEGUANLIRUANJIAN,WEIQIYEDAZAOYEWUZHONGTAI、JISHUZHONGTAIHESHUJUZHONGTAI,SHIXIANQIYEYINGXIAO、CAIGOU、RENLI、CAIWUDENGGEGEYEWULINGYUDEXIETONGGUANLIHEYOUHUA。

  4)ICT QIYE:YIXINXINGTONGYONG股票配资 JISHUWEIQIERUDIAN。ICT QIYEDEYOUSHIZAIYUQIANGDADE股票配资 JISHUSHILIYURUANJIANSUANFAKAIFANENGLI,SHIHEWEIQIYETIGONGTONGYONGDEXINXING股票配资 JISHUFUWU,RU 5G、RENGONGZHINENG、DASHUJU、YUNJISUAN、BIANYUANJISUANDENGJISHUNENGLI。ICT QIYETONGGUODAZAOGONGYEHULIANWANGPINGTAI, ZAI PaaS CENGGOUJIANGELEI AI DASHUJUDEFENXIZUJIAN,WEIQIYEDESHUZIHUAZHUANXINGHEYEWUYOUHUATIGONGQIANGDADESUANFAHEMOXINGGONGJU,CONGERSHIXIANPINGTAIJIAZHI。LIRUALIYUNDE supET GONGYEHULIANWANGPINGTAI,TONGGUOQIANGDADESUANFAHESHUJUFENXIJISUANNENGLI,YITUOYUNJISUAN、ZHILIANWANG、DASHUJU、RENGONGZHINENGDENGHEXINJISHU,DAZAO ET GONGYEDANAO,FUNENGQIYEDEJIANGBENZENGXIAO。

  RUANJIANQIYEJIANJU IT JISHUHEXINGYE know-how,ZAIPINGTAIJIANSHEZHONGGENGJUJINGZHENGYOUSHI。DUIBISILEICANYUZHEDENENGLITEDIAN,WOMENRENWEICHUANTONGRUANJIANQIYEGENGJUYOUYINGYONGLUODIDEJINGZHENGYOUSHI,ZHUYAOTIXIANZAISANDIAN:

  1)DUIBIZHUANGBEIZIDONGHUAQIYEHELONGTOUZHIZAOQIYE,RUANJIANQIYE IT JISHUCHUBEIGENGQIANG。RUANJIANQIYEZAI IT JISHUDECHUBEIHEYANFATOURUSHANGJUYOUJIAOWEIMINGXIANDELINGXIANYOUSHI,YOUWANGGOUJIANTONGYONGHUADEJISHUNENGLI,WEIQIYETIGONG AI、DASHUJU、YUNJISUANDENGXIANJINDESHUJUFENXIHECHULINENGLI,CONGERSHIXIANKUAXINGYE、 KUALINGYUDEPINGTAIYINGYONGLUODI。ERZHUANGBEIZIDONGHUAHELONGTOUZHIZAOQIYEGENGDUOJUJIAOYUTEDINGDEXINGYE,HENGXIANGTUOZHANHUISHOUZHIYUDUIGONGYEJILIHE IT JISHUDEQIANQUE。

诸城在线配资  2)DUIBI ICT JISHUQIYE,RUANJIANQIYELUODINENGLIGENGQIANG。RUANJIANQIYEZAOZAIQIYE股票配资 HUAZHUANXINGSHIJIUYIJINGSHENRUDAOQIYEDESHENGCHANZHIZAOTIXIZHONG,JUYOUGENGJIASHENKEDEXINGYE know-how,ZAIGONGYEQIYESHUZIHUAZHUANXINGGUOCHENGZHONG,DUIGONGYEJILIMOXINGDERENSHIGENGWEISHENKE,XIANGYINGDELUODISHISHINENGLIYEGENGQIANG。ER ICT JISHUQIYEGENGJIACEZHONGYUTONGYONGJISHUPINGTAIDEDAZAO,DUIQIYEDEYEWUTONGDIANHEGONGYEJILIMOXINGDEDAZAOSHANGYOUQIANQUE,YINCIZAIZHENZHENGDEYINGYONGLUODISHISHIFANGMIANRUANJIANQIYEGENGJUYOUSHI。

  3)RUANJIANQIYEGENGJUPINGTAIBIANXIANNENGLI:ZHUANYEFUWUGONGXIANWENDINGXIANJINLIU,GONGNENGDINGYUEDAKAIYINGLIKONGJIAN。YOUYUGONGYETIXIDEZHUANYEXINGHEFUZAXING,DANGQIANGONGYEHULIANWANGPINGTAIDEBIANXIANMOSHIZHUYAORENGSHIYIZHUANYEFUWUWEIZHU,WEILAIZHUJIANXIANGGONGNENGDINGYUEZHUANBIAN。ZHUANYEFUWUZHUYAOSHIZHIJIYUPINGTAIDEXITONGJICHENG,BENZHIHAISHIYIZHONGDINGZHIHUADEXIANGMUZHIFUWUMOSHI。ERGONGNENGDINGYUEFENWEISANLEI,YILEISHIYUN IaaS ZIYUANDEZUYONGFUWU,YILEISHIGONGNENGZUJIANDEDINGYUE,YILEISHIGONGYE APP HEGONGYE SaaS DEDINGYUE。

诸城在线配资  WOMENRENWEIRUANJIANQIYEZAIBIANXIANNENGLISHANGGENGJUYOUSHI。YIFANGMIAN,RUANJIANQIYEBENSHENJIUYIJINGZAIWEIQIYEKAIZHANDINGZHIHUADEXITONGJICHENGXIANGMU,YINCITONGGUOZHUANYEFUWUJINXINGGONGYEHULIANWANGPINGTAILUODISHIRUANJIANQIYECHENGSHUDESHANGYEMOSHI,NENGGOUWEIRUANJIANQIYEGONGXIANWENDINGDEXIANJINLIU。ERDUIYUQITASANLEIQIYEERYAN, ZHEIZHONGDINGZHIHUADEXITONGJICHENGFUWU,XUYAOCHONGFENLEJIEQIYEDESHENGCHANHEYEWULIUCHENG,SHISHINANDUJIAODA。

  LINGYIFANGMIAN,RUANJIANQIYEZAIGONGYE SaaS RUANJIANDEDINGYUESHANGJUYOUXIANFAYOUSHI。RUANJIANQIYEZAIQIBUJIEDUANKEYIYOUXIANJIANGYUANBENDEQIYESHENGCHANGUANLIRUANJIANYUNHUA,TONGGUODINGYUEMOSHIJIANGDIRUANJIANSHIYONGCHENGBEN,HUOQUGENGDUODEKEHU。SUIHOUKEYIZAIYUANYOUDEYUNHUARUANJIANJICHUSHANGDIEJIAGENGDUODE AI、DASHUJUFENXIDENGYINGYONGMOKUAI,TISHENGYUNHUARUANJIANDESHIYONGJIAZHI。ZHEIZHONGRUANJIANYUNHUADEXIANFAYOUSHI,SHIQITAJILEICANYUZHESUOBUJUBEIDE。WEILAI,RUANJIANQIYEHAIKEYIJIYUGONGYEHULIANWANGPINGTAI,KAIFAGENGDUOYUNYUANSHENGDEGONGYE APP,FENGFUPINGTAIDEYINGYONGCHANGJING,CONGERDAKAIZHANGQIYINGLIDEKONGJIAN。

  SISHOUTUISHIDASHUANGKUAPINGTAI,GUANZHUGONGYEHULIANWANGQUANCHANYELIANTOUZIJIAZHI

诸城在线配资  4.1 PINGTAICENG:SHIDASHUANGKUAPINGTAIGENGJUTOUZIJIAZHI

  SHIDASHUANGKUAPINGTAISHIGONGYEHULIANWANGZHENGPINGTAIJIANSHEDEDIANXINGDAIBIAO,RUWEIQIYEJIANGXIANZHUSHOUYIYUZHENGCEFUCHI。WOMENZAIQIANWENZHONGCHANSHULEGONGYEHULIANWANGPINGTAIZAIGONGYEHULIANWANGJIANSHEZHONGDEHEXINDIWEI,ERSHIDASHUANGKUAPINGTAIZESHIGONGYEHULIANWANGPINGTAIJIANSHEZHONGDEDIANXINGDAIBIAO。2017 NIANGUOWUYUANFABU《GUANYUSHENHUA“HULIANWANG+XIANJINZHIZAOYE”FAZHANGONGYEHULIANWANGDEZHIDAOYIJIAN》,QIZHONGMINGQUETICHU,“DAO 2020 NIAN,GONGYEHULIANWANGPINGTAITIXICHUBUXINGCHENG,ZHICHIJIANSHE 10 GEZUOYOUKUAXINGYE、KUALINGYUPINGTAI,JIANCHENGYIPIZHICHENGQIYESHUZIHUA、WANGLUOHUA、ZHINENGHUAZHUANXINGDEQIYEJIPINGTAI。”YINCI,KUAXINGYE、KUALINGYUDEGONGYEHULIANWANGPINGTAIDEPINGXUANGONGZUOSHIGUOJIADUIGONGYEHULIANWANGXIANGGUANZHENGCELUODIDEDIANXINGDAIBIAO。2019 NIAN 8 YUE,GONGXINBUGONGBULE 2019 NIANKUAXINGYE、KUALINGYUGONGYEHULIANWANGPINGTAIDEQINGDAN,SHIDASHUANGKUAPINGTAILUODI。WOMENRENWEI,SHIDASHUANGKUAPINGTAIZUOWEIZHONGGUOGONGYEHULIANWANGJIANSHEDEBIAOGANHEDIANXINGDAIBIAO,RUWEIQIYEJIANGXIANZHUSHOUYIYUZHENGCEDEFUCHI。

  YIFANGMIAN,RUWEIDEPINGTAIQIYEYOUWANGJINRUXIANGYINGDIFANGZHENGFUGONGYEHULIANWANGPINGTAIDECAIGOUMULU。ZAIQIYESHANGYUNSHANGPINGTAIDETUIDONGGUOCHENGZHONG,DIFANGZHENGFUYIBANHUIZHENDUISHANGYUNQIYEFAFANG“SHANGYUNYOUHUIQUAN”(YIZHONGCAIZHENGBUTIEXINGSHI),YAOQIUSHANGYUNQIYEXUYAOCAIGOUZHIDINGYUNFUWUSHANGDEPINGTAIFUWU,CAINENGXIANGSHOUDAOZHENGFUDEBUZHU。YINCI,JINRUDIFANGZHENGFUDEPINGTAICAIGOUMULU,JIANGXIANZHUTISHENGGONGYEHULIANWANGPINGTAIFUWUSHANGDEJINGZHENGLIHEKEHUZIYUAN,ERSHIDASHUANGKUAPINGTAIXIANRANZAIZHEIFANGMIANGENGJUJINGZHENGYOUSHI。

  LINGYIFANGMIAN,RUWEIDEPINGTAIQIYEBENSHENYEYOUWANGHUODEGENGDUODEPINPAIYINGXIANGLIHEZHENGCEQINGXIE,ZAIDUIJIEDAXINGZHENGFUHEQIYEXIANGMUSHIJUYOUGENGQIANGDEJINGZHENGLIHEYIJIANENGLI。YINCI,SHIDASHUANGKUAPINGTAIJISHIGUOJIADUIGONGYEHULIANWANGZHENGCELUODIDEZHONGYAOTIXIAN,YEWEIRUWEIQIYEDAILAILEXIANZHUDEJINGJIJIAZHIHEZHENGCEFUCHI。WOMENRENWEISHIDASHUANGKUAPINGTAIDERUWEIQIYEZAIGONGYEHULIANWANGLINGYUJUYOUGENGDADETOUZIJIAZHI。

  十大双跨平台是信创产业在工业互联网领域的具体落地,国产工业互联网平台有更具竞争优势。信创产业是在经济逆全球化的背景下产生的,针对中国在股票配资 技术应用创新领域的薄弱环节,进一步“补短板”的重要布局。目前信创产业主要针对芯片、服务器、操作系统等 ICT 基础设施进行国产化替代。但是我们认为, 工业互联网平台作为新工业体系的操作系统,作为中国从制造大国向制造强国迈进的重要技术支撑,具备重要的战略意义,也必将纳入信创产业的发展体系。纵观十大双跨平台的遴选结果,这些企业横跨装备自动化、生产制造、软件应用、IT、通信等多个行业,但是相同之处在于均掌握大量自主知识产权的新技术和新应用。在工业互联网专利技术布局方面,十大双跨平台有望助力中国逐渐实现技术上的可控和追赶。因此,我们认为十大双跨平台本身就是信创产业在工业互联网领域的具体落地。未来随着工业互联网的不断推进,国产工业互联网平台有望实现加速发展。凭借国产 PaaS 平台孵化出来的各类工业 APP,有望在工业领域展开对国外工业应用软件和工业 APP 的替代,最终做到工业生产数据、工业 PaaS 平台和工业 APP 的全产业链应用安全和风险可控。

  重点关注十大双跨平台中的软件企业:用友网络、东方国信。我们此前分析了工业互联网平台四类参与者中,软件企业的竞争优势。具体而言,软件企业在工业互联网平台实施过程中,兼具 IT 技术和行业 know-how,在落地能力方面更具优势。另一方面,当前工业互联网的盈利模式仍是以传统的软件系统集成为主,软件企业较为擅长,有望贡献稳定现金流。而对于创新的订阅收入模式,软件企业依托传统的工业管理软件云化,同样具备先发优势。另一方面,十大双跨平台在工业互联网平台中具有典型代表意义,将显著受益于政策的扶持。因此,我们建议重点关注十大双跨平台中的软件企业用友网络、东方国信。此外,我们也建议关注建筑股票配资 化领域的平台服务商广联达,以及 AI 算法企业科大讯飞。

  YONGYOUWANGLUO:JINGZHIGONGYEHULIANWANGPINGTAIZHULIGONGYEQIYESHUZHIHUAZHUANXING。YONGYOUJINGZHIGONGYEHULIANWANGPINGTAISHIJIYUYONGYOU 30 YUNIANFUWU 46 WANJIAGONGYEQIYEDEJINGYANJIDIANJINGXINDAZAODEKUAXINGYE、KUALINGYU、 KUAQUYUDEGONGYEHULIANWANGPINGTAI。RONGHE 39 GEGONGYEDALEI,18 GEYINGYONGLINGYU,YILIANJIE、XIETONG、GONGXIANGWEIHEXINLINIAN,SHIYONGYOUYUNMIANXIANGGONGYEQIYEDESHEHUIHUAZHINENGYUNPINGTAI。2017 NIAN 8 YUE,YONGYOUJINGZHIGONGYEHULIANWANGPINGTAIZHENGSHIFABU,2018 NIAN,RUXUANGONGXINBUGONGYEHULIANWANGCHUANGXINFAZHANGONGCHENGZHICHIMINGDAN,CHENGWEIBAJIASHUANGKUAPINGTAIZHIYI;2019 NIAN,JINGZHIQIDONGGONGYEHULIANWANGBIAOSHIJIEXIZONGHEXINGERJIJIEDIANJIANSHE, RUXUANGONGYEHE股票配资 HUABU“2019 NIANKUAXINGYEKUALINGYUGONGYEHULIANWANGPINGTAI”MINGDAN,CHENGWEIJINGYOUGUOJIARENKEDESHIJIASHUANGKUAPINGTAIZHIYI。MUQIANJINGZHIPINGTAIYILUODIYEJIN、HUAGONG、JIXIEJIAGONG、ZHONGYIYAO、RIHUADENG 10 GEXINGYEZIPINGTAIHEJIANGXI、HUNAN、ZHONGQINGDENG 5 GEQUYUZIPINGTAI,BINGZHICHENGSHUANGLIANG、ANGANGDENGQIYEJIANCHENGYIXILIEZHINENGFUWUYUNPINGTAI,BANGZHUXINPENGLIANZHONG、DAXIYANG(2.960, 0.09, 3.14%)DENGZHONGDUOQIYEJIANCHENGZHINENGGONGCHANG。JIEZHI 5 YUE 15 RI,JINGZHIPINGTAIYOU 8000+SHENGTAIYINGYONG,HANGAITONGXUNWANGLUO、ZHINENGYINGJIAN&IoT、IaaS、WANGLUOANQUAN、GONGYERUANJIANDENG;JIEZHIMUQIANPINGTAIZHUCEGONGYEQIYEZONGSHU 467044 JIA,QIZHONGDAXINGQIYE 6164 JIA;LIANJIESHEBEIZONGSHU 571253 TAITAO;FABU APP ZONGSHU 8318 GE;PINGTAIKAIFAZHESHULIANG 26191 GE, HUOYUEKAIFAZHESHULIANG 5310 GE;PINGTAIYONGHUZONGSHU 6376931 REN,HUOYUEYONGHU 1981826 REN。

  东方国信:依托大数据技术打造 Cloudiip 工业互联网平台。东方国信作为国家规划布局内的重点软件企业和首家在创业板上市的大数据公司,依托大数据技术优势和对钢铁、能源、电力、高铁、化工等 29 个工业行业大类的实践,打造了 Cloudiip 工业互联网平台,接入炼铁高炉、工程机械、风电、热力等 20 大类 70 余万台设备。2019 年 Cloudiip 入选工信部跨行业跨领域工业互联网平台。Cloudiip 的核心能力是东方国信的大数据技术,以自主研发的行云数据库 CirroData 和 Cloudiip-DataPlatform 为底层数据服务环境,结合弹性资源管理、行列混合存储技术、大规模并行化计算等技术,提供工业大数据存储、计算、分析和服务能力,支持 PB 级关系数据存储和计算,支持千台规模的集群管理,同时引入 BONC-DataScience,实现 OT 人员自助管理和分析工业数据。目前,Cloudiip 面向冶金、钢铁、电力等行业,及炼铁高炉、空压机等高耗能、 高通用性和高价值设备,优化设备管理、研发设计、运营管理、生产执行、产品全生命周期管理和供应链协同等工业应用场景,形成覆盖研发、生产、管理和服务领域的智能制造全面解决方案。

  GUANGLIANDA:JIANZHU股票配资 HUAPINGTAIFUWUSHANG,SHUZIXIANGMUJICHENGGUANLIPINGTAIFUNENGSHIGONGQIYE。GUANGLIANDASHIJIANZHU股票配资 HUAXINGYEDELONGTOUQIYE,YIKAOZAOJIARUANJIANSHIXIANZAOQIDEYEWUZENGZHANG,MUQIANYIFANGMIANZAIJINXINGZAOJIAYEWUDEYUNZHUANXING,YIFANGMIANZAIJIJITUOZHANSHIGONG股票配资 HUADEXINYEWU。ZAIGONGYEHULIANWANGLINGYU, GUANGLIANDAYITUOFENGFUDE股票配资 HUAJISHU,ZHENGZAIWEISHIGONGQIYEDE股票配资 HUAGAIZAOTIGONGPINGTAIZHULI。GONGSIDESHUZIXIANGMUJICHENGGUANLIPINGTAIXIANGMURUXUAN 2019 NIANGONGXINBUPINGXUANDE“GONGYEHULIANWANGSHIDIANSHIFANXIANGMU”, WEILAIZAISHIGONG股票配资 HUAFANGMIANFAZHANKONGJIANGUANGKUO。

  数字项目集成管理平台依托 BIM、边云协同计算、大数据人工智能物联网诸城在线配资等技术,提供包括 BIM 模型转换接入、硬件设备控制、工地图像分析、业务系统集成和数据共享等多项服务。产品采用“大中台+小前台”的产品模式,可帮助施工企业实现多业务协同和多系统数据互通,并能有效积累数据资产,协助客户提升决策能力,有效的解决施工企业当前最紧迫的股票配资 化难题,拥有广阔的市场前景。

  4.2 IaaS 层:服务器企业受益于平台建设和边缘计算

  工业互联网平台本质是工业云平台,平台建设拉动 IaaS 层服务器需求。我们在前文中分析了工业互联网平台的技术架构,其本质是一个工业云平台,通过底层的各类传感器采集数据,并上传至工业 PaaS 平台进行分析和建模。在此过程中,海量数据需要足够的算力支撑。因此,工业互联网平台建设需要 IaaS 层的计算、存储等基础计算资源。受益于工业互联网平台的建设,有望拉动对服务器产业的需求,相应的服务器企业或将受益。

  边缘计算成工业互联网发展新趋势,边缘侧服务器迎来新增长。除了在工业云中心的 IaaS 层需要用到服务器资源,当前边缘计算正逐渐成为工业互联网发展的趋势。为了满足工业实时性要求、降低网络和 IT 资源消耗,在边缘侧开展数据分析正在成为工业互联网平台的普遍做法。例如,IBM Waston IoT 可以根据监控数值的大小和频率执行不同操作,在边缘识别并警告质量缺陷、安全风险等;,西门子 MindSphere 在边缘控制器上集成分析引擎,通过运行 RMS速度、零峰值速度、波峰因数等七类算法进行振动分析,实现设备预测性维护。因此,边缘计算将逐渐兴起并与云计算协同,构建云边融合的新型工业互联网平台。

  GENJUGONGYEHULIANWANGCHANYELIANMENGFABUDE《BIANYUANJISUANJIAGOU 2.0》BAIPISHUFENXI,BIANYUANJISUANJUYOUWUDAJIAZHI:1)HAILIANGYIGOUSHUJUDELIANJIEXUYAOYIKAOBIANYUANCEDEJIANRONG;2)YEWUDESHISHIXINGXUYAOBIANYUANFENXIBAOZHANG;3)SHUJUDEJUHE、TONGYIDENGQINGXIYOUHUAGONGZUOKEYIZAIBIANYUANCEJINXING;4)BIANYUANCEZHINENGRUYUCEXINGWEIHUKEYIDAILAIXIANZHUDEXIAOLVYUCHENGBENYOUSHI;5)BIANYUANCEGENGTIEJINSHEBEI,ZAIFANGWENKONGZHIHEWEIXIEFANGHUDENGANQUANBAOZHANGSHANGYOUWANGDAFUTISHENG。

诸城在线配资  YINCI,WOMENRENWEISHOUYIYUGONGYEHULIANWANGYUNPINGTAI IaaS CENGDEJIANSHEYIJIBIANYUANJISUANZAIGONGYEHULIANWANGLINGYUDEXINGQI,FUWUQIQIYEYOUWANGZHIJIESHOUYI,JIANYIGUANZHU期货配资 FUWUQILONGTOUQIYELANGCHAO股票配资 、 ZHONGKESHUGUANG。

  4.3 边缘侧:关注摄像头和工业机器人等智能设备

  摄像头和机器视觉设备在工业生产中具有丰富应用场景。在工业互联网建设的过程中,边缘侧的感知设备是数据采集和处理的起点。而在各类感知设备中,摄像头和机器视觉设备具有丰富的应用场景。例如,大华股份下属子公司华睿科技,产品涵盖全系列工业相机、镜头、视觉传感器、智能工业相机、视觉控制器、算法软件等,可实现读码、OCR、视觉测量和定位、缺陷检测诸城在线配资等应用。我们认为摄像头和机器视觉设备在工业互联网建设过程中具有丰富的应用场景,建议关注期货配资 摄像头领域的龙头企业海康威视、大华股份。

  工业机器人诸城在线配资和自动化设备有望借助工业互联网建设提升渗透率。当前中国制造业的自动化程度依然较低,但是人员成本仍在持续增长。因此,凭借工业互联网建设的政策东风,企业有望在边缘侧率先实现自动化升级改造。在此过程中,代表先进制造能力的工业机器人和自动化设备有望持续渗透率的提升。我们看好相关企业的投资价值,建议关注国产工业机器人领域的龙头企业埃斯顿,以及期货配资 工业自动化龙头企业汇川技术。

诸城在线配资  4.4 WANGLUOCE:TONGXINMOZUCHUHUOLIANGYOUWANGKUAISUTISHENG

  GONGYEHULIANWANGWANGLUOCEDETOUZIZHONGDIANZAIMOZU,HAILIANGCHUANGANKONGZHIDANYUANJIANGZHIJIETUIDONGMOZUCHUHUOLIANGBAOFA。WUXIANMOZUSHISHEBEIJIERUWANGLUOHEDINGWEIDEGUANJIANBUFEN,SHUYUGONGYEHULIANWANGZHONGWANGLUOCENGDEYINGJIANZAITI。TONGCHANGQINGKUANGXIA,MEIZENGJIAYIGEGONGYEHULIANWANGLIANJIESHU,JIUXUYAOZENGJIA 1-2 GEWUXIANMOZU,XINGYECHUIZHIYINGYONGDEKUAISUFAZHANTUIDONGWUXIANMOZUCHUHUOLIANGDAFUZENGJIA。TONGXINMOZUSHIGONGYEHULIANWANGZUIBIANYUANDEHEXINWANGYUAN,WUXIANMOZUKEFENWEITONGXINMOZUHEDINGWEIMOZU,FENBIEMANZUWANGLUOTONGXINHEDINGWEIGONGNENG。GENJUZHISHIHUAFEN,YOUKEYIFENWEIFENGWOLEIMOZUHEFEIFENGWOLEIMOZU,TONGYANGDI,FENGWOMOZUTEZHI 2G- 5G WOLEIMOZU,ERFEIFENGWOLEIMOZUFENWEIJUYUWANGMOZU(WiFi4/5/6、LANYA、Zigbee)HE LPWAN MOZU(NB-IoT、eMTC、Lora、Sigfox)。MUQIAN,WUXIANMOZUCHUHUOLIANGZUIDADESHIFEIFENGWOMOZU, DANQIKEKAOXING、SHIYANHERONGLIANGDENGXINGNENGZHIBIAOJUNWUFAMANZUWEILAIGONGYEHULIANWANGDEXUQIU。WEILAI,SUIZHE 5GmMTC BIAOZHUNZHUBUDONGJIEHEYANHUA,5G MOZUJIANGHUIJIEBANG,MANZUGONGYEHULIANWANGYANJINXUQIU。

诸城在线配资  CHUIZHIYINGYONGCHANGJINGDINGZHIHUACHENGDUGAO,ZHONGYOUMOZUGONGSIDIWEIBUKEHANDONG。GONGYEHUADEWUXIANMOZUJIANJUBIAOZHUNHUAHECHANGJINGDINGZHIHUATEDIAN,ZHEIJIUJUEDINGLESHANGYOUXINPIANCHANGSHANGSHEZUMOZUBINGBUJINGJI,TONGSHIXIAYOUKEHUZIXINGYANFAYOUNANDU。WOMENJIANYIZHONGDIANGUANZHUYIYUANTONGXIN。

  移远通信作为全球领先的模组供应商,和期货配资 其他厂商相比的优势主要体现在产品和营销两方面。产品层面,移远的产品布局最全,涵盖 5G、LTE/LTE-A、NB-IoT/LTE- M、车载前装、安卓智能、GSM/GPRS、WCDMA/HSPA(+)和 GNSS 模组,同时产品良率稳定性最好;营销层面,移远的营销体系最完善,期货配资 国外业务占比基本对半开, 分布也比较分散,不过分依赖大客户,激励机制相对灵活。

诸城在线配资  4.5 TOUZIYAODIANZONGJIE

  WOMENKANHAOGONGYEHULIANWANGQUANCHANYELIANDETOUZIJIAZHI,JIANYIWEIRAOGONGYEHULIANWANGPINGTAIDEJIANSHE,BU

  局工业互联网产业链各环节的增量市场。1)平台层:我们首推十大双跨平台中的软件企业用友网络、东方国信,同时建议投资者关注建筑股票配资 化领域的平台服务商广联达,以及 AI 算法提供商科大讯飞。2)IaaS 层:我们认为工业互联网平台的建设,以及边缘计算在工业互联网应用中的兴起,有望驱动服务器企业的需求,推荐关注浪潮股票配资 、中科曙光。

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