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Present situation of supply and demand balance in intelligent manufacturing industry
Major enterprises in the industry: Robot (300024), Huazhong CNC (300 16 1), Eft (688 165), Midea Group (000333), Yahweh (002559) and high beam software (000).

The core data of this paper: the development course of intelligent manufacturing industry in China and the investment and financing amount of intelligent manufacturing industry in China.

Industry development process: in the primary stage

The development of intelligent manufacturing needs to go through four stages: automation, informationization, interconnection and intelligence, which are automation (eliminating and transforming equipment with low automation level and manufacturing intelligent equipment with high automation level), informationization (products and services change from physics to information network, and intelligent components participate in improving product information processing ability), interconnection (building factory Internet of Things, service network, data network and inter-factory Internet to realize equipment integration) and intelligence (.

At present, China is still in the primary stage of intelligent manufacturing, and the development of intelligent manufacturing needs to be promoted layer by layer and gradually deepened. The State Council released "Made in China 2025" in 20 15, which is the action program of China in the first decade of implementing the strategy of building a strong country, and then released 1 1 supporting implementation guide, action guide and development planning guide. The top-level design has been basically completed and has been fully transferred to the implementation stage.

At the key node of industrial upgrading, basic industries such as machine tools and textiles are gradually eliminating equipment with low automation level, and the endogenous upgrading demand of the industry is the fundamental driving force for industrial upgrading.

Domestic smart manufacturing pilots are gradually increasing.

According to the statistics of the Ministry of Industry and Information Technology, 307 pilot demonstration projects of intelligent manufacturing have been selected since the Ministry of Industry and Information Technology launched the pilot demonstration of intelligent manufacturing in 20 15, covering 92 industry categories. Among them, there are 46 20 15, 64 20 16, 98 20 17, 99 20 18, and the numbers of 20 19-202 1 are respectively By focusing on key links, stimulating the endogenous motivation of enterprises, focusing on standards first, exploring system solutions, achieving breakthroughs in key technical fields, industrial collaborative innovation, promoting industrial transformation and upgrading, forming a unique regional intelligent manufacturing development path, and promoting social investment, it has achieved positive results.

Note: The Ministry of Industry and Information Technology has not announced the total results of the pilot projects in 20 19 and 2020, the projects announced in Guangdong, Hubei, Jiangxi, Shaanxi and Guizhou in 20 19 and the projects announced in Shandong, Guangdong, Fujian and Hunan in 2020; The pilot demonstration projects published in 20021are divided into demonstration factories and excellent scenes, and the data in 202 1 is the sum of the listed numbers of the two.

Low-level intelligent manufacturing enterprises are decreasing.

According to the data of the public service platform for intelligent manufacturing evaluation, at present, 69% of the manufacturing enterprises in China are at the first level or below, and the manufacturing enterprises reaching the second and third levels account for 15% and 7% respectively, and the manufacturing enterprises above the fourth level account for 9%. Most enterprises are still in the early stage of intelligent transformation, and leading enterprises have achieved remarkable results in intelligence, which has driven the overall level of the industry to improve steadily. On the whole, compared with 2020, the maturity of intelligent manufacturing capability in the national manufacturing industry in 2002 1 year increased, and the proportion of low-maturity enterprises at1level and below decreased by 6 percentage points, while the proportion of high-maturity enterprises at level 3 and above increased by 5 percentage points.

According to the data of "Intelligent Manufacturing Development Index Report (202 1)" issued by China Institute of Electronic Technology Standardization, the maturity level of intelligent manufacturing in computer and electronic equipment, automobiles, electrical appliances, food, medicine, special equipment manufacturing, chemical raw materials and products, nonferrous metal smelting and other industries ranks among the top in China. Industry TOP 10 intelligent manufacturing maturity level distribution is as follows:

Investment in intelligent manufacturing is frequent.

In the field of intelligent manufacturing, in recent years, due to the promotion of national policies, the investment and financing market has flourished. In 20 18, related investments began to increase, with financing events 163, and the financing amount was 48.643 billion yuan; In 20 19, the number of financing in the field of intelligent manufacturing was 152, and the financing amount reached 23.405 billion yuan, which was lower than the previous year. In 2020, the amount and amount of financing increased compared with the previous year, and the amount of financing was 44910.70 billion yuan; 202 1 market financing events continued to show an upward trend, with the amount of financing reaching 196 and the financing amount of 46.769 billion yuan; In the five months of 2022, the financing amount reached 65.438+0.0534 billion yuan.

By June 2022, 14, the financing amount of intelligent manufacturing industry in China is11925438+0 million yuan.

For more research and analysis of this industry, please refer to the analysis report of Market Foresight and Investment Strategic Planning of Intelligent Manufacturing Industry by Forward-looking Industry Research Institute.