从技术突破到产业重构 毕马威“智能制造科技50”报告解码行业演进路径

Core Insights - The report highlights that industrial large models have become the core engine for intelligent transformation, with the market size for China's industrial large model application expected to expand at a compound annual growth rate (CAGR) of 23% [1] - Six major trends for the development of intelligent manufacturing towards 2030 are identified, including the drive from industrial large models for technological breakthroughs to industrial restructuring, the clarity of the "human-machine symbiosis" intelligent manufacturing ecosystem, the globalization of virtual manufacturing driven by the industrial metaverse, the hard constraints and new growth engines of green initiatives, the dual drive of supply chain security and domestic substitution for industrial upgrades, and the gradient cultivation mechanism promoting the scaling and standardization of smart factories [1] - The report indicates that human-machine collaboration has entered a new stage of "cognitive intelligence," with China maintaining the top position in global industrial robot sales and collaborative robot shipments exceeding 40,000 units, extending from traditional handling to unstructured environments [1] Industry Trends - The competition in China's intelligent manufacturing landscape by 2030 will focus on "cognitive intelligence" in human-machine collaboration, with the ability to achieve autonomous learning and situational understanding in robots defining the next decade's industry standards [2] - The "Intelligent Manufacturing Technology 50" selection process began in May 2025, targeting innovative and transformative enterprises in the industrial sector across four key areas: industrial IoT, intelligent manufacturing, intelligent robotics, and specialized "little giant" companies [2] - Data shows that over 70% of the selected companies are in the intelligent manufacturing and robotics sectors, with nearly half being growth-stage companies established 6 to 10 years ago, and over 80% of these companies having a technical staff ratio exceeding 40% [2] Future Outlook - Continuous technological breakthroughs are expected to usher in a golden era of more intelligent, personalized, and greener industrial manufacturing, with the selected companies showcasing China's innovative strength in intelligent manufacturing [3] - A high-quality development path is envisioned, led by independent innovation and supported by industrial collaboration [3]