Industry 4.0 has risen to a national strategy, 8 shares enjoy a trillion-dollar feast (list)

Since last year, "Industry 4.0" has continued to become the focus of attention of various countries. According to reports, Germany intends to implement Industry 4.0 standards globally. On the other hand, some analysts pointed out that "Industry 4.0" is also expected to rise to the height of national strategy in my country. In this regard, industry insiders said that with the transformation and upgrading of the manufacturing industry and the advancement of the Internet, "Industry 4.0" is expected to become the theme of continued attention in the A-share market in the Year of the Goat.

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Since last year, "Industry 4.0" has continued to become the focus of attention of various countries. According to media reports, German Chancellor Angela Merkel recently stated that Germany can become a promoter of "Industry 4.0" standards and implement these standards in Europe and even the world. In my country, some analysts pointed out that "Industry 4.0" is expected to rise to the height of national strategy.

The Orient Securities Research Report stated that with the disappearance of the demographic dividend, the reduction in labor supply, rising labor costs and the decline in the willingness of the new generation of labor to be employed in the manufacturing industry have formed a huge constraint on the international competitiveness of my country's manufacturing industry. Premier Li Keqiang signed the "Industry 4.0" strategic cooperation framework during his visit to Germany in October 2014, which shows the strong support of high-level officials for the upgrading and transformation of manufacturing industry 4.0, and "Industry 4.0" will most likely rise to the height of national strategy.

According to the statistics of a consulting agency in the United States, the comprehensive cost of labor in China's coastal areas is already close to that of some parts of the continental United States. Objectively speaking, promoting the integration of "industrialization and informatization" and entering the era of "Industry 4.0" to maintain the competitiveness of the manufacturing industry is a proposition that China cannot but choose.

Analysts pointed out that "Industry 4.0" will become the benchmark for traditional manufacturing enterprises to build smart factories. Under the background of low manufacturing PMI, sluggish traditional manufacturing industry, disappearing demographic dividend and rising factor costs, the transformation and upgrading of the manufacturing industry is imperative, and the Internet has begun to advance. The concept of "Industry 4.0" is expected to become an investment theme that continues to attract attention in the A-share market in the Year of the Goat.

It is understood that Industry 4.0 (Industry 4.0) is one of the ten future projects identified by the German government's "High-Tech Strategy 2020", and has been upgraded to a national strategy, aiming to support the R&D and innovation of a new generation of revolutionary technologies in the industrial field. Industry 4.0 emphasizes "intelligent manufacturing" and mass-produces highly personalized products under the condition of highly flexible configuration of production factors. Therefore, digital technology is crucial in it. The Internet of Things and data networks will become the foundation of future industries.

Xu Junzhe, assistant manager of China International Investment Morgan Fund, said that the new "smart manufacturing era" will bring about the "rebirth" of my country's manufacturing industry. A large number of domestic manufacturing companies will actively explore transformation and upgrading. The new "smart manufacturing era" will bring a Shares bring new investment opportunities. For example, traditional home appliance companies use robots to replace traditional workers on a large scale in the production process, and actively explore the integration of products into the Internet. Home appliance companies cooperate with Internet giants to jointly create smart home living rooms.

The national version of Industry 4.0 plan may be released in the first half of the year

According to authoritative sources, the first draft of China's Industry 4.0 plan -- "Outline for the Development of China's Manufacturing Industry (2015-2025)" has been completed. The key implementation areas are the new generation of information technology industry, biomedicine and biomanufacturing industry, high-end equipment manufacturing industry, and new energy industry. The plan may be released in the first half of this year.

The analysis pointed out that China's manufacturing industry is "big but not strong", and the proportion of traditional manufacturing industry is relatively large, and most of them are in the stage of Industry 2.0 and Industry 3.0. In the past, due to China's low-cost competitive advantage, these problems were partially covered up, but with the arrival of China's "high-cost era", the low-cost competitive advantage of traditional manufacturing is gradually lost, and the introduction of Industry 4.0 development strategy plans is imminent.

On January 6, Wang Jianwei, director of the Department of Informatization Promotion of the Ministry of Industry and Information Technology, said that in 2015, he will study and issue guidelines for the integration and innovation of the Internet and industry, and further clarify the focus and development direction of the integration and innovation of the Internet and industry. It is understood that the Internet and industry integration and innovation guidance is an important starting point for the Chinese version of Industry 4.0 strategy.

A researcher at GF Securities said: "Industry 4.0", a concept proposed by the German government in 2013, has attracted widespread attention around the world although it has only been launched for more than a year. Both China and Germany are big manufacturing countries in the world, and the upgrading of German manufacturing industry undoubtedly deserves our attention. The proposal of Germany's "Industry 4.0" strategy highlights the new trend of fierce competition in the global manufacturing industry, which poses a huge challenge to China's manufacturing industry, especially the traditional manufacturing industry.

"Industry 4.0 is the only way to avoid the development of the manufacturing industry, and it will be the biggest wave of the world's manufacturing industry in the future." "Orient Securities analyst She Weichao pointed out that compared with the previous three industrial revolutions, the greater progress of Industry 4.0 lies in the use of the Internet to activate traditional industrial processes, so that factory equipment" can speak and think, and realize three major functions at the same time: to a greater extent Minimize the dependence of the manufacturing industry on labor, meet the individual needs of users to a greater extent, and reduce the circulation cost to a low level.

In fact, my country has the advantage of expanding Industry 4.0. my country is the only country in the world that has all the industrial categories in the United Nations industrial classification, and has formed a "complete, independent and complete" industrial system. This huge and complete industrial system is highly flexible relying on the agglomeration effect of many industrial enterprises. The future realization of "Industry 4.0" has been effectively paved.

Three-dimensional Nuggets "Industry 4.0"

Compared with Germany, it is more urgent for my country to introduce Industry 4.0 plan as soon as possible. According to statistics, in 2013, there were 23 robots per 10,000 workers in China, and the global average was 58, less than 40% of the global average. In the past 10 years, the cost of robots has decreased at a rate of 5% per year, while labor costs have increased at a rate of 10% per year, and the comparative advantage of the former has become increasingly prominent.

Analysts said that with the gradual disappearance of my country's demographic dividend, the shortage of young labor force will be a mid- to long-term phenomenon in the future. Therefore, the improvement of the automation level of the manufacturing industry will be the general trend and is very urgent. The era of "Industry 4.0" represented by robots and intelligent manufacturing has come quietly. There is a huge room for improvement in the level of domestic machine automation rate, and it is entering the fast lane of growth. The relevant leading listed companies will usher in good opportunities for development.

In the context of a broad industry prospect, in addition to robotics (300024 shares, market, information, main trading), Shenyang Machine Tool (000410 shares, market, information, main trading) and other leading robotics listed companies, other major listed companies are also Start to actively deploy. For example, Joyson Electronics (600699 shares, market, information, main trading) announced last year that it plans to issue no more than 53 million shares at a price of no less than 21.29 yuan per share, raising funds of no more than 1.128 billion yuan, of which 185 million Yuan invested in the industrial robot project of Joyson Industrial Robot Co., Ltd., a wholly-owned subsidiary. In addition, Preh, a holding subsidiary of Joyson Electronics, acquired 100% of the equity of IMA for 14.3 million euros (about 119 million yuan). According to reports, IMA focuses on the R&D, manufacturing and integration of industrial robots, and its main products are industrial robot systems and automation products.

According to industry insiders, industry 4.0, as the future direction of enhancing the core competitiveness of China's manufacturing industry, will rise to the national strategic level and become an important policy focus in the industrial field in 2015. In the future, around the 4.0 smart factory, the state and local governments may introduce more substantive support policies to promote the rapid progress of the industry, and Industry 4.0 will also become a main line throughout the year.

In terms of investment targets, Galaxy Securities said that it can be laid out from the following three main lines. 1. Industrial robot system integrators will grow rapidly with the help of various local advantages. They are optimistic about system integration companies that have mastered core technologies and can develop across fields, such as robots, Boshi (002698 shares, market, information, main trading), Tianqi Shares (002009 shares, market, information, main trading), etc. 2. With the strong support of the state and industrial capital, the localization of core components is expected to exceed expectations. We are optimistic about companies that have mastered the core technology of related components, such as Inovance Technology (300124 shares, market, information, main trading), Xinshida ( 002527 shares, market, information, main trading). 3. You can pay attention to related listed companies that have valuation advantages and plan to enter the field of robotics through domestic and foreign cooperation or through their own accumulation in the field of industrial control: Ruiqi shares (300126 shares, market, information, main trading), Cixing shares ( 300307 shares, market, information, main trading), Shanghai Electromechanical (600835 shares, market, information, main trading).