工业设备网联化技术与实践白皮书

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The industrial internet ecosystem in China has begun to take shape, with significant advancements in platform applications and a thriving ecosystem since the issuance of the "Three-Year Action Plan for the Innovative Development of the Industrial Internet (2018-2020)" by the Ministry of Industry and Information Technology [2][8] - The report emphasizes the importance of network infrastructure as the foundation of the industrial internet, highlighting the need for flexible networking solutions to achieve seamless connectivity between IT and OT [8][10] - The report outlines the current state of industrial equipment networking, indicating that approximately 80% of equipment remains unconnected, with a digitalization rate of only 50% in 2020 [12][11] - The report identifies three key characteristics of advanced industrial networks: equipment networking, IP connectivity, and network intelligence, which are essential for driving innovation in the industrial internet [2][8] Summary by Sections Industrial Equipment Networking Status and Trends - The report details the current state of industrial equipment networking, noting that only 23% of industrial devices are connected, significantly lower than the 70% connectivity rate in the consumer internet sector [11][12] - It highlights the challenges faced by manufacturers, including a lack of standardized communication protocols and the prevalence of "dumb terminals" that require significant retrofitting to connect to networks [12][13] - The report discusses the trend towards full connectivity in factories, necessitating comprehensive management solutions for equipment, networks, and business operations [12][13] Technical Development Trends - The report outlines the technical development trends in industrial equipment networking, driven by business applications and the need for cloud connectivity [13][14] - It describes the evolution of communication protocols from industrial buses to Ethernet and IP-based solutions, emphasizing the importance of integrating IT and OT networks [15][18] - The report also discusses the shift from wired to wireless connections, driven by the need for flexibility and efficiency in manufacturing processes [22][24] Networking Solutions - The report presents a comprehensive networking solution framework for industrial equipment, emphasizing the importance of data collection as the foundation of the industrial internet [28][32] - It outlines various data collection methods, including manual data entry, non-intrusive modifications, and automated data collection through networked devices [33][34] - The report emphasizes the need for robust security measures in industrial networking, including identity authentication and secure data transmission protocols [44][46] Industry Practices - The report highlights successful case studies, such as SAIC's Ningde factory, which has implemented a fully connected smart factory using Wi-Fi 6 technology to enhance operational efficiency and reduce downtime [48][49] - It also discusses Huawei's Southern factory, which has adopted a wireless industrial network to improve flexibility and automation in production processes [51][51]