Policy is strong and innovative "Industry 4.0" is developing

Core Tip: The policy is strong and innovation industry 4.0 is welcoming development. In the "Proposal of the Central Committee of the Communist Party of China on Formulating the Thirteenth Five-Year Plan for National Economic and Social Development", the policy of the CPC Central Committee at the Fifth Plenary Session of the 18th Central Committee of the Communist Party of China 4.0" Yingda Development in the "Proposal of the Central Committee of the Communist Party of China on Formulating the Thirteenth Five-Year Plan for National Economic and Social Development", which was deliberated and adopted by the Fifth Plenary Session of the 18th CPC Central Committee, clearly adheres to innovative development and implements a number of major national science and technology projects. , set up a number of national laboratories, and propose and take the lead in organizing international science projects and major science projects. The stimulus policy will be densely released. China's smart manufacturing market has more than one trillion market space, but many types of smart devices and system core technologies are lacking. A few days ago, the Chinese and German prime ministers witnessed the signing of 13 cooperation documents in the fields of youth exchange, finance and industry. The Sino-German cooperation in technology and market in intelligent manufacturing forms mutual complementarity. The meeting between the Chinese and German prime ministers is expected to accelerate cooperation, and China's smart manufacturing core technology is expected to add a breakthrough. It is worth noting that before the end of the year, the smart manufacturing industry will usher in a policy-intensive period. The "13th Five-Year Plan for Robotics Industry", "Medium and Long-term Development Strategy for Intelligent Manufacturing", "13th Five-Year Plan for Intelligent Manufacturing" and "Made in China 2025" intelligent manufacturing project are expected to be launched at the end of the year. At the same time, the Ministry of Industry and Information Technology recently selected 46 national smart manufacturing pilot projects involving 38 industries and 21 regions to accelerate the implementation of intelligent manufacturing pilot research and practice. Focus on "Industry 4.0" "Industry 4.0" is to connect smart devices, people and data to form a virtual network - physical physical system (CPS), and use these exchanged data in an intelligent way. Among the three major themes of “Industry 4.0”, smart factories focus on intelligent production systems and processes, as well as the implementation of networked distributed production facilities. Intelligent production mainly involves the application of production logistics management, human-computer interaction, 3D printing and additive manufacturing technology in the industrial production process. Through a variety of networking, intelligent logistics fully integrates logistics resources to achieve a rapid match between supply and demand. The essence of "Industry 4.0" is data, and its ultimate goal is to create a highly flexible and personalized production model of products and services, transforming industrial production from centralized control to decentralized enhanced control. The industry believes that you can pay attention to the industry leader in “Industry 4.0”. Huatai Securities believes that listed companies related to robot parts may pay attention to: Shanghai Electromechanical, Giant Wheels, Qinchuan Development, Yingweiteng, Xinshida and so on. Guojin Securities recommends focusing on Bosch shares, robots, and Bolint in the robotics industry; providing blue-and-white equipment for system integration; and Slack and Huagong Technology, which provide machine vision.