工业软件行业丨研究报告 摘要： 工业软件具有发展的紧迫性和必要性，且当前处于政策红利带的有利时间窗口期。 当前，我国工业和经济达到分水岭，经济体发展需要创新驱动，而工业软件作为工业知 识 的 载体，既是新型工 业化的核心生产资料和关键生产力，又是工业大脑和数字基 石，其 自主可控意义深远。不同于 国外工业软件是 先工业后软件的自然生长 ，我国的工业 软件先是用市场换 效 率，后是工业 和软件同步的压缩 式 发展，现在是追赶核 心技术可控，保障供应链安全。因此，当前工业软件既有发展的必要性，又有发展的紧迫性。 工业软件是一个慢行业，发展需要耐心和长期主义思想，同时在变化与重构中，也为企业带来机遇与挑战。 中国的工业软件市场是千亿的大盘子， 2024 年市场接近 3000 亿，市场增长稳健， 但 核心技 术空心、产业结构失衡等 问题凸显。当前，研发设计类工业软件是卡脖子最为 严重，其本质 是与数学 与基础 学科相关的根技术缺乏海量真实工业场景试错进行工程优化，表现为实体就是核心组件 / 引擎层受限。值得注意的是，根技术的突破没有捷 径可走，只能死磕 。 工业软件产业处于动态发展中，未来产业、市场、产品的发展方向值 ...

Core Viewpoint - The industrial software industry is at a critical juncture, necessitating innovation-driven development, with significant policy support and market opportunities ahead [1][4][12]. Group 1: Industry Background - Industrial software is essential for innovation and transformation in the economy, serving as a core production material and a digital foundation for new industrialization [4][7]. - Since 2018, China's per capita GDP has reached $10,000, marking a shift towards a more developed economy that requires innovation for further growth [4]. - The transition of control from hardware to software is evident, with industrial knowledge increasingly encapsulated in software code [4][9]. Group 2: Market Dynamics - The Chinese industrial software market is projected to approach 300 billion yuan in 2024, indicating robust growth despite challenges such as core technology gaps and structural imbalances [1][17]. - The market is characterized by a significant demand for domestic alternatives, particularly from leading clients, while mid-tier clients can form communities and long-tail clients can expand revenue opportunities [2][14]. Group 3: Product Evolution - Current industrial software primarily involves purchasing products, but the future will shift towards selling "intelligence," leading to the emergence of industrial intelligent agents [3][48]. - The evolution of industrial software is moving from tools to systems, platforms, and eventually to a genetic level, focusing on data value and efficiency [48][52]. Group 4: Driving Factors - Policy support and technological advancements, particularly in AI and large models, are accelerating the development and application of industrial software [12][19]. - The demand from enterprises emphasizes practical utility and domestic alternatives, while government initiatives focus on top-level planning and industry promotion [14][50]. Group 5: Challenges and Opportunities - The industry faces systemic issues related to technology, scenarios, ecosystems, and business models, with a significant focus on overcoming core technology deficiencies [26][39]. - The market is experiencing a shift towards platformization and the integration of data services, which presents opportunities for companies that can effectively leverage data [30][52]. Group 6: Future Directions - The industrial software sector is expected to evolve into a phase where products are not just tools but intelligent systems capable of autonomous task execution [52][54]. - Companies are encouraged to target head clients for technological breakthroughs while also engaging mid-tier and long-tail clients to enhance cash flow and industry integration [50][52].