工业大模型已成智能化转型的核心引擎 毕马威“智能制造科技50”报告解码行业演进路径

Core Insights - China's manufacturing industry is at a historical intersection of the "14th Five-Year Plan" and a deep restructuring of the global industrial landscape, with smart manufacturing as a key driver for transformation and upgrading [1] - The "14th Five-Year Plan" emphasizes the need for technological upgrades, promoting digital transformation in manufacturing, and developing smart, green, and service-oriented manufacturing [1] Group 1: Smart Manufacturing Trends - The "Smart Manufacturing Technology 50" selection aims to identify leading companies in the smart manufacturing sector, covering areas such as industrial IoT, smart manufacturing, intelligent robotics, and specialized "little giant" enterprises [3] - The evaluation process involves a rigorous assessment system and multiple rounds of expert reviews to select the most innovative and growth-oriented companies [3] Group 2: Industry Dynamics - Over 70% of the selected companies are from the smart manufacturing and intelligent robotics sectors, with nearly half being growth-stage companies established 6-10 years ago [4] - The report highlights a shift in the manufacturing industry towards high efficiency, intelligence, and sustainable development, particularly in the automotive sector, which is experiencing deep integration of electrification and intelligence [4] Group 3: Future Projections - The report identifies six major trends for smart manufacturing development by 2030, including the role of industrial large models as a core engine for intelligent transformation and the emergence of a "human-machine symbiosis" ecosystem [4] - The Chinese industrial robot market remains the largest globally, with collaborative robot shipments exceeding 40,000 units, indicating a shift towards more complex operational environments [5] - Companies that can integrate perception, decision-making, execution, and feedback into a cohesive system will define the competitive landscape of smart manufacturing by 2030 [5]