工业AI助力制造业智能化转型升级

Investment Rating - The report maintains an "Outperform" rating for the computer sector [4] Core Insights - The industrial software sector is experiencing robust growth driven by policy support and technological advancements, with a projected market size of CNY 354.14 billion in 2024, reflecting an 11.2% year-on-year increase [2][21] - The integration of AI with industrial software is accelerating, enhancing capabilities in design, production control, and operational management, which is crucial for achieving the "Made in China 2035" goals [3][49] - The market structure shows a significant presence of foreign companies in high-end segments, while domestic firms are gaining ground in production control and management software due to localized services and cost advantages [25][38] Summary by Sections Policy Support - The "14th Five-Year Plan" emphasizes the importance of intelligent manufacturing, aiming for over 70% digital penetration in large manufacturing enterprises by 2025 [2][18] - Recent policies indicate a sustained commitment to upgrading industrial software and operating systems as core technologies for high-quality development [19][20] Industrial Software Market Growth - The industrial software market is projected to reach CNY 765 billion by 2029, with a compound annual growth rate (CAGR) of 19.1% [2][21] - The market is characterized by a high share of foreign companies in high-end sectors, while domestic firms are making strides in embedded software and management solutions [25][26] AI Integration - AI is transforming industrial software, enabling generative design in CAD and enhancing simulation capabilities in CAE, which improves efficiency and reduces costs [41][42] - The combination of AI with production control systems like DCS and PLC is creating closed-loop intelligent systems that optimize decision-making and enhance production efficiency [44][47] Future Outlook - The report anticipates that industrial software will be a key focus area in the upcoming "15th Five-Year Plan," with policies likely to support breakthroughs in critical areas of design and production control [20][21] - The integration of physical AI is expected to drive advancements in various industries, enhancing simulation and predictive capabilities [66][69]