华为：新型工业互联网平台参考架构

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The new industrial internet platform, integrating cloud computing, AI, big data, and IoT, is becoming a key driver for high-quality industrial development, emphasizing digitalization, intelligence, and sustainability [5][32][36] - The industrial internet is recognized as a crucial infrastructure for digital transformation, with significant growth in its core industry value expected to reach 1.35 trillion yuan in 2023, contributing to a total industry value of 4.69 trillion yuan, accounting for 3.72% of GDP [37][39] - The report highlights the importance of collaboration across the industrial chain and the need for a shift towards flexible, intelligent, and low-carbon industrial practices [5][6][32] Summary by Sections Industrial Internet Trends - The industrial internet platform is entering a phase of practical deepening, with a target of 45% penetration by 2025, indicating significant challenges ahead [47][51] - The evolution of industrial IT architecture is moving towards an open, interconnected framework, facilitating better data flow and decision-making [53][54] Industry Characteristics and Demands - Different industries exhibit unique characteristics in their industrial internet construction, with a focus on data governance and intelligent applications [54][55] - The report identifies five key business scenarios that require continuous capability building, including cloud-edge collaboration and industrial data collection [56][58] New Industrial Internet Platform Architecture - The Huawei Cloud Stack industrial internet architecture provides a comprehensive framework for industrial enterprises, emphasizing cloud-edge collaboration, industrial data integration, and intelligent application development [60][62] - The architecture supports multi-level cloud structures tailored to different organizational needs, enhancing operational efficiency and reducing costs [62][67]