Investment Rating - The report does not provide a specific investment rating for the industrial internet industry Core Insights - The industrial internet industry is becoming a crucial engine for the transformation and upgrading of manufacturing, driven by technological breakthroughs and policy support [2][3] - The industry integrates information communication technology with industrial economy, facilitating comprehensive connectivity among people, machines, and objects [3][4] - The market size of the industrial internet industry in China has grown from 2,814.95 billion RMB in 2018 to 4,697.41 billion RMB in 2023, with a compound annual growth rate (CAGR) of 10.78% [26][27] - The industry is expected to continue growing, with projections indicating a market size increase from 5,212.90 billion RMB in 2024 to 7,954.24 billion RMB in 2028, reflecting a CAGR of 11.14% [26][27] Industry Definition - The industrial internet industry is defined as the deep integration of information communication technology with industrial economy, creating a new manufacturing and service system that spans the entire industrial chain and value chain [3][4] Industry Classification - The industrial internet can be classified into several dimensions, including network infrastructure, platform construction, security systems, industry applications, and integration with new information technologies [4][5] Industry Characteristics - Key characteristics of the industrial internet industry include continuous technological innovation, strong policy support, and diverse business models [6][7][8] Development History - The industrial internet industry has gone through three main stages: the nascent stage (late 1990s to early 2000s), the initiation stage (early 2010s), and the rapid development stage (2015 to present) [8][9][10] Industry Chain Analysis - The industrial internet industry chain consists of upstream hardware and control systems, midstream platform construction, and downstream industrial software applications [12][13][14] - Upstream, the industry provides intelligent hardware and software support, but still lags behind developed countries in core technologies and manufacturing processes [13][19] - Midstream, the industrial internet platforms face challenges in resource integration and application capabilities, with a significant portion of companies still concentrated in the edge layer [21][22] - Downstream applications are still in the early stages, with significant potential for digital transformation across various industries [24][25] Market Size and Growth Drivers - The growth of the industrial internet market is primarily driven by technological breakthroughs and policy support, with emerging technologies like 5G, AI, and cloud computing expanding application scenarios [27][28] - The demand for digital transformation in traditional industries is a key underlying logic for market growth, with significant increases in value added from industrial internet applications [28][29] Policy Framework - The Chinese government has implemented various policies to support the industrial internet, aiming to enhance technological innovation and promote standardized development [31][32][33]
工业互联网：工业互联网凭借技术突破和政策推动，正成为制造业转型升级的重要引擎 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-11-01 12:13