What are the trends in the Internet industry will bring dividends?

The main purpose of the upgrading of the manufacturing industry is to improve efficiency, and the efficiency problem has been more and more on the system level for a long time. At present, the application of the industrial Internet for system optimization, efficiency may be greatly improved. Corresponding to the domestic situation, due to the low end of excess capacity, improve production efficiency can not solve the problem of demand, so the trend should be the flow of dividends to master the data entry and application platform enterprise.
Following the retail, financial side, the Internet has reached the end of the big data penetration into the industrial end
Over the past 20 years the Internet has changed the behavior of consumers, the future with the deepening of virtualization, information technology, will enter the era of the Internet industry. We believe that the Internet for the industrial end, especially the transformation of the assets of heavy industry is an irreversible trend. Since 2012, GE proposed the concept of industrial Internet, IBM, SIEMENS, HUAWEI and other giants have layout. The core difference of American industry internet than the German industrial 4 is the view from industrial data software terminal, to penetrate the traditional manufacturing hardware terminal, asset optimization and operation optimization, improve the efficiency of the industry, we believe that the path of development may be more suitable when the traditional machinery under the background of the supply side under the reform of manufacturing industry upgrade.
Big data and networking technology driven manufacturing services is the future trend
The key lies in the equipment manufacturing industry service data transformation, on the asset side of the big data technology throughout the entire manufacturing industry chain, from the machine production, supply chain management, business model innovation to predictive maintenance, enhance the added value of manufacturing enterprises end, leveled the smile curve, laid the foundation for the manufacturing industry the service. Ericcson expects things will be replaced in 2018 mobile phones have become the most connected equipment; GE predicts that by 2020, even in the Internet industry machine will reach 50 billion units; industrial Internet as the core of the Internet of things in the field of industrial applications, 1% efficiency, can help Chinese oil and natural gas, aviation, energy etc. the industry cost savings of $24 billion.
Advantage of equipment to the flow advantage, focusing on the advantages of industrial data entry and application platform enterprises
Industrial Internet investment opportunities in the field of machinery industry, including the following two clues: first, by the advantage of the advantages of the flow of equipment into the industrial data entry enterprise. Manufacturing services trend has spawned for the application and demand of industrial data, traditional machine equipment manufacturers expected with high market share, by virtue of the advantages of industrial equipment to obtain data entrance traffic advantages, and rapid layout, reconstruction of enterprise core competitive advantage, concerned about the proposal of Xugong, Mitsukawa Zhihui, Sany, Kymmene Technology and science and technology; the two is with the industrial advantages of big data platform enterprise application scenarios. On the one hand, the industrial application of big data can greatly improve the production efficiency and low profit industries, from the cost substantially improve the performance of the company, on the other hand, can rely on the platform advantages reconstruction of traditional manufacturing business model. Proposal concerns star shares and Hua Pengfei.
Catalyst and risk warning
Last July, GE opened its Predix system to the world, recently Xugong announced with HUAWEI, Alibaba, China Telecom to create a Predix version of the system Chinese, constitute industry catalytic factors, attention to the subsequent development of suggestions. The popularization of the Internet giant industrial need to work together to promote the company, part of a single chain is difficult to play, and take some time; downstream of the traditional manufacturing industry is facing short-term demand and overcapacity pressure, affect the popularity of the Internet industry enthusiasm.
1, the core logic
Internet + retail, finance, logistics, the end of the infiltration have occurred, we believe that the Internet + transformation of industrial assets on the end of the irreversible trend. General Electric (GE) in 2012 proposed the "industrial Internet" concept, the difference is the German industrial 4 is in the process of industrial chain "advocated by the soft and hard", which first emphasizes the transformation and optimization of big data for the industrial assets side, improve the efficiency of the industry, has important application value in oil natural gas, aviation, medical, energy and other areas. A boom in the domestic industry "4" in the path of domestic Internet industry machinery manufacturing industry upgrade brings investment opportunities should also play enough attention, standing in the machinery industry especially the heavy asset industry perspective, we think new opportunities for industrial Internet big data driven by heavy asset industry.
The core technology of industrial Internet data and the Internet of things will rebuild the value of heavy asset industry. This is because the first industrial 4 "from hard to soft" approach may not be suitable for many domestic traditional manufacturing industry, especially heavy industry assets, such as engineering machinery, oil and gas equipment industry, high price upgrade heavy asset industry equipment; second, manufacturing services is the traditional machinery manufacturing industry especially the reasonable path to heavy asset industry. In fact, this is the essence of the concept of industrial GE advocated by the Internet, the key lies in the manufacturing industry is the equipment of data and intelligence, is a soft and hard process. The optimization mechanism of big data + networking "technology on the asset side of the industry is through the interconnection and interoperability, starting from the whole industry chain, improve the added value of the manufacturing side, even the smile curve manufacturing value chain. Therefore, big data, machine learning and other advanced technologies