Focus on the machinery manufacturing industry under the "Industrial Internet + Internet of Things".

With the rapid development of the Internet, many new models are constantly being born, bringing new changes to the industrial manufacturing industry. At present, the main features include: 1. Personalization of product manufacturing; 2. Factory operationalization; 3. Cloudification of manufacturing resources.

Investment Essentials

1. The Internet's changes to traditional industries have gradually become a new bright spot. At present, the Internet has begun to gradually penetrate into the manufacturing industry from the fields of consumption, retail, entertainment, and finance. We see that in the past, the informatization of the manufacturing industry may only involve a single link, but with the penetration of the Internet in the industry, it will begin to integrate with the industry from all aspects of the product, in the design, research and development, procurement, manufacturing, marketing, after-sales service and other links, and reformally improve the operational efficiency of the industry. At the same time, new models such as personalized customization are also emerging, and the Internet is expected to completely change the operation mode of all aspects of the industry. There are many opportunities in this area.

2. The Internet of Things is a long process of continuous development. The development of the Internet of Things requires a lot of technical accumulation, but also needs to go through a long stage of development, the current Internet of Things is developing from industry informatization to the stage of decentralized and independent Internet of Things in the industry, this process needs to go through 2-5 years. The Internet of Things* is mainly used in the service industry and manufacturing industry, which mainly provides IT, software and other services in the service industry, and mainly involves network communications, computer-related equipment in the manufacturing industry, as well as upstream electronics industries, such as integrated circuits and sensors. Among them, sensors, as the neurons of the Internet of Things, are the basis of the Internet of Everything, and the application of sensors in various intelligent terminals is not only in the field of consumer electronics such as smart phones and wearable devices, but also in the field of industrial control such as smart machines.

3. The development of the Internet and the Internet of Things jointly promotes the realization of the vision of "Made in China 2025". In the future, in the process of realizing the two themes of smart factory and smart production, it is bound to combine technologies in the fields of electronics, IT, and industrial robots. Smart factories focus on the research of intelligent production systems and processes, as well as the realization of networked distributed production facilities; Intelligent production mainly involves the production logistics management of the whole enterprise, human-computer interaction,drone, 3D printing and additive manufacturing technology in the industrial production process. Artificial intelligence is the future development direction of industry, and related software and hardware facilities based on this, such as industrial switches, industrial application software, etc., will benefit.

4. We believe that the integration of "Internet + Internet of Things" and industry in the future is a trend and an important driving force for a new round of industrial reform, and many opportunities will be born in this field. In addition to big data and cloud services, there will be featured enterprises in some vertical fields.