Xin Guobin, vice minister of the Ministry of Industry and Information Technology, said that the Ministry of Industry and Information Technology will accelerate the creation of intelligent manufacturing "upgraded version".
November 23, 2022 World Intelligent Manufacturing Conference opened in Nanjing, Jiangsu Province. The opening ceremony site, the country's first set of "government - research institutes - industry associations - user enterprises - solution providers" as one of the intelligent manufacturing integrated resource gathering and service platform
Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, said in his speech that the Ministry of Industry and Information Technology will adhere to the main direction of intelligent manufacturing, based on the actual situation of China's manufacturing industry, to consolidate the foundation, improve the standard, cultivate the ecological, strengthen the application, and accelerate the creation of intelligent manufacturing "upgraded version". We will focus on building a high-level industrial system, promoting the innovative development of intelligent manufacturing equipment, industrial software, and system solutions, and strengthening the construction of digital infrastructure such as 5G, artificial intelligence, and industrial Internet. We will focus on forming a high-standard application system, continue to carry out pilot demonstration actions for smart manufacturing, create more smart factories and smart supply chains, accelerate the digital transformation of small and medium-sized enterprises, and encourage the construction of smart manufacturing pilot zones.
Manufacturing intelligence is the biggest theme in economic transformation
Merchants Securities research report pointed out that China's economy is in the process of transformation, equipment manufacturing industry continues to play an important role. In this process, intelligence is the biggest theme, it directly corresponds to the rising labor costs, downstream involution, product upgrading pain points. High-end equipment has been the "domestic alternative" one of the main directions. Short-term view, the current manufacturing industry has been in the bottom of the boom grinding stage, the probability of the next year marginal upward; long-term view, high-end equipment manufacturing in the economic upgrading plays an important role in the trend of intelligent. The next year the main line of investment in the machinery industry, is the recovery of manufacturing and high-end equipment independent control. In each sub-segment, focusing on recommended robotics, machine tools, cutting tools, forklifts and other general equipment plate.
Policy, September 27, the Ministry of Industry and Information Technology and other four departments jointly issued "on the 2022 annual intelligent manufacturing pilot demonstration action notice". Ping An Securities said that the pilot demonstration action to intelligent manufacturing excellent scenes and demonstration factories as a grip, through the unveiling of the list of marshals and other ways to promote the construction of demonstration factories, will be conducive to the exploration of the best practices of intelligent manufacturing standardization, modularization, precision of the promotion of paths to accelerate China's development of intelligent manufacturing.
25 top-performing conceptual stocks were highly concerned by institutions
Securities Times - Data Treasure statistics of the A-share market in the first three quarters of the year-on-year increase in net profit of the top, and more than 10 institutions *** with the same focus on the concept of intelligent manufacturing stocks, *** counting 25. Scale, the latest market value of more than 100 billion only Huichuan Technology, SMIC, ZiGuang State Micro and North Huachuang and other 4 shares.
Which, the highest market value for Huichuan Technology, reached 187.569 billion yuan. The company is the domestic industrial control, new energy vehicle electric drive and elevator electrical large supporting industry leading enterprises, the first three quarters of net profit of 3.085 billion yuan, up 23.79%. CITIC said the company's internal management changes and large customer strategy will enhance market share, the implementation of equity incentives will further help performance in the medium and long term to improve.
Since November, the semiconductor concept stocks accumulated gains. Which Zhaoyi innovation cumulative increase in the first, 21.06%; the state shares, Yang Jie science and technology rose more than 10%. CITIC Securities believes that the semiconductor is currently in the bottoming stage, design companies and downstream customers to actively promote de-stocking. With the downstream demand gradually pick up, optimistic about the industry cycle in the second quarter of next year bottoming out. The logic of overshooting rebound can pay attention to Zhao Yi innovation, performance-driven logic can pay attention to the state shares.
From the institutional focus, the control technology, North China, Jiejia Weichuang, pilot intelligence, etc. more attention, there are more than 30 agencies involved in the company rating; Starr semi-conductor, Zhao Yi innovation, Huichuan technology and other more than 10 shares rating agency number are more than 20. Performance, Haimu star net profit year-on-year increase in the first, 507.72%; high measurement shares, Lianyin laser and other 7 shares net profit doubled year-on-year.