中国工业软件行业发展研究报告

Core Insights - The industrial software industry is at a critical juncture, driven by the need for innovation and the urgency of development, particularly in the context of China's economic transformation and the push for self-sufficiency in core technologies [1][4][17] - The market for industrial software in China is projected to approach 300 billion yuan by 2024, indicating robust growth despite challenges such as a hollowing out of core technologies and imbalanced industrial structures [1][17] - The evolution of industrial software is characterized by a shift from tools to systems, platforms, and eventually to a genetic level, focusing on data value and efficiency [2][48] Industry Dynamics - The industrial software market is large, with significant opportunities for companies to target different customer segments: head clients with strong demand for domestic alternatives, mid-tier clients forming communities, and long-tail clients expanding revenue potential [2][50] - The development of industrial software is influenced by policy support, technological advancements, and market demand, with a notable shift towards integrating AI and data-driven solutions [9][12][14] Product Evolution - Current industrial software primarily involves purchasing products, but the future will see a transition towards selling "intelligence," exemplified by the emergence of industrial intelligent agents [3][52] - The focus on data accumulation and utilization will drive the transformation of industrial software into platforms that offer integrated solutions and services [48][52] Challenges and Opportunities - The industry faces significant challenges, particularly in the R&D design sector, where a lack of foundational technologies and real-world testing scenarios hampers progress [17][23][26] - Companies must navigate a complex landscape of technical, ecological, and commercial challenges, with a systemic approach required to overcome these hurdles [26][39] Market Characteristics - The industrial software market is characterized by a high degree of specialization, with significant barriers to entry and a focus on high-value data services [20][30] - The market is currently experiencing a shift towards platformization and the integration of AI, which is expected to enhance operational efficiency and drive innovation [48][52] Future Directions - The next phase of industrial software development will emphasize platformization and the internalization of industrial knowledge into code, leading to the creation of digital engineers capable of autonomous task execution [48][52] - Companies are encouraged to leverage policy advantages and technological breakthroughs to enhance their competitive positioning in the market [50][52]