从“互联”到“智能” 树根科技阔步走向工业智能

Core Insights - The article highlights the transformation of Shugen Technology from industrial internet to industrial intelligence, emphasizing the significant role of artificial intelligence in this transition [1][2][3] Group 1: Company Overview - Shugen Technology has been recognized as a "cross-industry and cross-field industrial internet platform" by the Ministry of Industry and Information Technology for six consecutive years from 2019 to 2024, establishing itself as a unicorn in China's industrial internet sector [1][2] - In 2023, Shugen Technology successfully expanded internationally, achieving its first overseas single order exceeding 100 million yuan [1][2] Group 2: Industrial Intelligence Transition - The company is rapidly upgrading towards industrial intelligence, with AI expected to revolutionize industrial production, particularly through innovations like intelligent welding robots, which could become a new industry worth hundreds of billions [1][2][5] - Shugen Technology's Vice Chairman described the previous state as a "bottleneck," where digitalization improved efficiency but did not lead to transformative changes, indicating a need for breakthroughs [2][4] Group 3: Market Demand and Challenges - The demand for industrial intelligence is driven by practical needs in industrial scenarios, such as the aging workforce in forklift operations and welding, where there is a significant shortage of skilled workers [4][5] - Despite advancements like unmanned forklifts and fixed welding robots, their application remains limited, with unmanned forklift sales projected to reach 24,500 units in 2024, reflecting only a 1.9% market penetration [4] Group 4: Technological Innovations - Shugen Technology is collaborating with companies like SANY Robotics and China COSCO Shipping Group to develop unmanned forklifts that integrate electric and intelligent technologies, capable of stacking heavy goods [5][8] - The company is also advancing intelligent welding technology, aiming to enhance real-time adjustments during the welding process, which could lead to a new industry worth hundreds of billions [5][8] Group 5: Data Utilization and Strategy - The company emphasizes the importance of industrial professional data for the development of intelligent robots, with its platform, GenCloud, connecting 2.5 million high-value industrial devices to accumulate valuable data [9][10] - Shugen Technology's strategy involves a "two-step" approach: first, integrating physical and intelligent aspects through industrial robots, and second, reshaping operations and organization with an "enterprise brain" to optimize the entire production chain [9][10]