HAIER SMART HOME(SH:600690) 3 6 Ke·2026-01-19 02:19Core Insights - The article highlights the significant advancements in the industrial internet sector, particularly focusing on the Kaos COSMOPlat platform, which has achieved the highest "A" rating for seven consecutive years, indicating its leading position in the industry [1][6] - The industrial internet is evolving from a fragmented tool-based approach to a more integrated system-level operation, emphasizing the need for a comprehensive "operating system" that can facilitate cross-industry collaboration and scalability [3][8] Group 1: Industrial Internet Development - The industrial internet is forming a "digital neural network" that connects previously isolated production processes, enabling factories to evolve from mere automation to collaborative and optimized operations [1] - During the 14th Five-Year Plan, the industrial internet laid the groundwork for infrastructure, focusing on connectivity, cloud integration, and single-point intelligence, leading to a preliminary digital industrial system [1][2] - As the industry transitions into the 15th Five-Year Plan, the focus is shifting from exploration to large-scale replication of new industrialization practices [2] Group 2: Kaos COSMOPlat's Role - Kaos COSMOPlat is transitioning from being a platform provider to an "industrial intelligence infrastructure," with its brand value increasing by over 82% during the 14th Five-Year Plan, projected to reach 116.335 billion yuan by 2025 [6] - The platform's strategy has shifted from enhancing single capabilities to constructing a complete industrial intelligence operating system, aiming for systematic expansion rather than isolated breakthroughs [6][12] - The platform is designed to support a full-process industrial internet ecosystem, addressing the industry's need for a system-level operation rather than just a collection of tools [7] Group 3: Challenges and Solutions - The industrial internet faces challenges due to the fragmentation of industrial scenarios, where different industries have diverse equipment interfaces and data standards, complicating cross-scenario replication [8][9] - The need for a shift from tool-based thinking to system-based thinking is emphasized, as data silos and application isolation become systemic bottlenecks [8] - A truly scalable platform must function like an operating system, accommodating diverse industrial equipment and enabling replicable solutions across different scenarios [9][11] Group 4: ONE-COSMO Framework - The ONE-COSMO framework represents a shift from project-based products to a systematic capability, addressing the complexities of industrial internet implementation [13][14] - The framework aims to elevate the "capability baseline" of industrial internet platforms, focusing on standardization and modularization to facilitate scalability [15][17] - The framework includes both "lighthouse factories" for factory-level intelligence and "industrial cloud brains" for broader collaborative efficiency across industries [17][19] Group 5: Standards and Global Influence - The competition in the industrial operating system space extends beyond technical capabilities to include standards, rules, and global discourse, with Kaos COSMOPlat actively participating in the development of national and international standards [20][21] - The establishment of standards is crucial for defining how industrial intelligence systems are structured and utilized, positioning Kaos COSMOPlat as a key player in shaping the future of industrial internet [23][24] - The article concludes that the next phase of competition will focus on who can create a long-term, widely accepted industrial operating system, emphasizing the importance of standards and global collaboration [24][25]