AI智能总结
目录 一、“技术+政策”催化,我国工业互联网落地加快..........................................................................71.1制造业升级向高质量发展....................................................................................................71.2政策推动:国内外政策大力推动(十四五、中国制造2025、各部委/省市行动计划)81.3工业互联网解决的核心问题:C2M..................................................................................101.4工业软件的国产化和企业数字化趋势加速......................................................................121.4.1研发设计类:核心技术亟待突破,逐步破局...........................................................131.4.2生产制造类:我国工控行业进入持续增长阶段,本土品牌占有率提升................161.4.3经营管理类:国产产品向高端市场进发,产业平台化大势所趋............................191.5通信技术发展推动工业互联网落地..................................................................................20二、全球各国及国内工业互联网发展现状.....................................................................................222.1各细分行业痛点与解决方案..............................................................................................222.2全球各国工业互联网平台发展现状..................................................................................252.2.1发达地区工业基础与技术较为领先,亚太地区发展迅速.........................................252.2.2 GE Predix:全球首个工业互联网平台,满足工业行业数字化需求........................252.2.3 Mind Sphere:基于云的开放式loT操作系统,释放企业数据潜能.......................272.2.4 ABB Ability:集成ABB跨行业、一体化的数字能力,构建全新生态系统...........282.3国内工业互联网新应用情况(5G).................................................................................292.3.1 5G技术逐步进入成熟期,国内标准体系持续跟进...................................................292.3.2树根互联:5G+工程器械智能制造和智能服务领域的优秀先行者.........................312.3.3苏州工业园:5G工业数字化孪生方案.....................................................................312.4国家15大双跨平台............................................................................................................322.4.1国家助力,龙头引领行业发展...................................................................................322.4.2实例:海尔COSMOPlat,面向C端消费的大规模定制生产标杆..........................332.4.3实例:用友精智,“平台+生态”为制造业企业提供综合数智化服务.....................342.4.4实例:浪潮云洲,解决方案完善的综合性工业互联网平台....................................352.4.5实例:航天云网INDICS,依托航天科工离散制造优势巨大.................................362.4.6实例:宝信xIn3Plat,以钢铁行业为基,持续向外拓展.........................................372.4.7实例:工业富联,聚焦端对端,提供智能化工厂全场景能力................................38三、新技术带来智能制造产业趋势-大数据,智能化,工业安全.............................................403.1云和大数据支撑工业互联网平台建设,构筑工业互联网体系核心层............................403.1.1用友网络:YonBIP产品体系助力企业落实数字化转型...........................................413.1.2宝信软件:钢铁信息化标兵,工业互联网平台助力行业外延.................................423.1.3赛意信息:由工业软件向工业互联网延伸,打造数字化及智能制造解决方案.....433.2智能制造..............................................................................................................................453.2.1工业智能化:人工智能技术为提供工业问题的有效解决方案................................453.2.2机器视觉:技术突破下的国产替代进程加快...........................................................463.2.3实例:中科创达TurboX Inspection深度布局工业视觉..........................................483.2.4海康威视:安防放量后,智能制造或为关键增长极之一.........................................493.3工业机器人..........................................................................................................................503.3.1占主要成本的核心零部件国产化率低.......................................................................503.3.2柏楚电子:中国激光切割引领者,优势布局工业机器人焊接................................513.3.3法拉特:工业机器人领域优秀初创企业...................................................................533.4环保设备..............................................................................................................................533.4.1“碳中和”催动工业互联网进一步发展,环保技术研发有望成为新趋势............533.4.2实例:中科曙光是国内高性能计算领域的领军企业,液冷技术实现低能耗........533.5工控安全打造工业互联网安全运行坚实底座..................................................................553.5.1安恒信息:打造覆盖全场景的工业互联网安全产品体系........................................563.5.2奇安信:国内网安行业龙头,全方位布局网络安全领域........................................583.5.3东方通:聚焦设备数据交互的安全防护...................................................................593.6.智能工厂改造:中控技术,引领流程工业企业向“工业3.0+工业4.0”迈进............593.7产业互联网..........................................................................................................................603.7.1从产业链整体出发,实现制造业重塑与升级...........................................................603.7.2实例:汉得信息通过自研与持股方式深入多行业信息化建设................................613.7.3实例:致景科技助力纺织产业提升信息化程度与经营效率....................................62 表目录 表1:工业互联网相关政策一览........................................................................................................9表2:5G R16标准的主要功能.........................................................................................................22表3:工业互联网平台同传统工业IT架构比较.............................................................................23表4:垂直领域对工业互联网平台的需求......................................................................................23表5:各行业工业主要痛点、解决方案及成效...............................................................................24表6:5G+工业互联网细分应用.............................