The company focuses on the field of intelligent equipment, develops integrated applications of automated production lines, industrial robots and factory automation systems, constantly creates value for customers with innovative products and services, and transforms traditional manufacturing industries with digitalization, informationization and system integration.
2. Sanfeng Intelligence
The company is mainly engaged in R&D, design, manufacture, installation, debugging and technical services of complete sets of intelligent transportation equipment, and provides customers with overall solutions of intelligent transportation based on technology. The company's intelligent conveying complete sets of equipment are mainly used in automatic production lines such as welding, painting and assembly in automobile and construction machinery industries, and can be widely used in agricultural machinery, household appliances, chemical industry, tobacco, warehousing and logistics, motorcycles, food, medicine, metallurgy, building materials and many other industries.
3. Bichuang Technology
The company's main business is the research and development, production and sales of industrial process wireless monitoring system solutions (monitoring solutions), mechanical parameter wireless detection system solutions (detection solutions), MEMS pressure sensor chips and module products (MEMS products). The company provides monitoring solutions for intelligent industries, digital oil fields and other fields, testing solutions for equipment manufacturing, scientific research and testing, teaching experiments and national defense research, and MEMS products for automotive electronics and consumer electronics.
4. Chengyitong
Relying on the core technology independently developed and the key equipment and components independently produced, the company provides personalized automatic control system products and overall solutions for large and medium-sized pharmaceutical and biological enterprises. It provides automatic control system solutions for many domestic listed companies and well-known enterprises in pharmaceutical and biological industries.
5. Mayanson
The company clearly put forward the vision of "becoming the world's leading company to build smart factories". At present, it has cooperated with IBM to establish a "pilot cloud" and a big data center, connecting the R&D, production and management of the whole enterprise through the "cloud", and finally realizing a comprehensive smart factory and establishing a collaborative platform of the whole value chain. We believe that the company does not rule out the continuous extension to the field of Industry 4.0 in the form of endogenous+extension, which will bring about a double improvement in performance valuation. The company has strong growth, has certain valuation advantages in the automation equipment industry, and has the potential for upward adjustment of performance, and will continue to extend to the field of Industry 4.0 in the future.
The fund in the field of industrial internet should make full use of the combination of information and communication technology and cyberspace virtual system-network physical system, and invest in enterprises that transform manufacturing into intelligence.
1. Where is the core value contribution of "Industrial Internet"?
It is the foundation to enhance the core competitiveness of China's manufacturing industry. As we all know, the rise of China in the past few decades is mainly based on manufacturing. Our core competitive advantage is that we have a demographic dividend and low labor costs. In the past few years, with the rapid growth of the per capita wage of China's manufacturing industry in CAGR at the rate of 13%, at present, the per capita wage of China's manufacturing industry has surpassed that of Brazil, Mexico and other developing countries. When the advantage of cheap labor no longer exists, how to break it?
When barefoot fighting has no advantage, we can equip ourselves. Based on this background, China put forward the strategy of "Made in China 2025" with intelligent manufacturing as the core, that is, arming industrial manufacturing with Internet technology.
2. How long can the outlet of "Industrial Internet" last, how big is the space, and how much can it land?
Judging from the time course, the wind has just begun and will continue to blow strongly in the next few years. As can be seen from the following table, it has been less than half a year since the concept of industrial Internet was first put forward, and less than 1 month since the formal establishment of the industrial Internet task force, but the next three years have been planned.
3. At this year's two sessions, the Prime Minister mentioned "developing industrial Internet platform" in the subdivision target of the first task in the government work report made on February 5. Moreover, we can see that on March 8th, Foxconn Industrial Internet Company set a new record for A-share IPO with a rocket speed of 36 days, and even broke the convention and submitted a prospectus declaration after less than three years of operation, which reflected the country's strong support in the field of industrial Internet. Based on the country's unprecedented attention to the field of industrial Internet, more favorable policies will be introduced one by one.