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剑维软件:以工业智能与本土化创新助力中国制造业转型升级
Huan Qiu Wang· 2025-08-25 06:33
来源:环球网 【环球网科技报道 记者 林梦雪】全球工业正加速迈入智能化时代,数据成为核心生产要素,人工智 能、数字孪生等技术与工业场景的融合不断深化。中国制造业也正经历从规模扩张向质量效益提升的关 键转型,高端化、智能化、绿色化已成为核心发展方向。在此背景下,工业软件作为智能制造的"神经 中枢",其重要性愈发凸显。 中国工业转型的独特性,对工业软件提出了更高的本土化要求。"中国市场在数据、技术规模化应用等 方面的需求领先全球,这与AVEVA坚持'用户数据全面控制'的理念高度契合。"Bry Dillon表示,AVEVA 通过灵活的解决方案部署,如公有云、混合云、本地部署结合等方式,确保满足客户对数据管理的所有 要求。 今年,AVEVA在中国启动剑维软件中国智能创新中心,作为重要的本地化研发项目,该中心将聚焦国 内市场需求,加速技术迭代。李富春补充,得益于该中心的设立,近期AVEVA中国已取得两项工程领 域相关专利,聚焦于工程设计中的典型痛点,利用先进的AI技术提供了全新的解决思路,可减少人工 操作、提升设计质量;同时获得首个本土软件兼容性认证——麒麟软件适配认证,标志着其产品深度融 入中国数字化产业生态。 "' ...
鼎捷数智20250819
2025-08-19 14:44
Summary of Dingjie Intelligent's Conference Call Company Overview - Dingjie Intelligent focuses on the digital transformation of the manufacturing industry, starting from ERP and expanding into PLM, MES, AIoT, and other intelligent manufacturing solutions, transitioning into a comprehensive solution provider through the Athena platform [2][9] Financial Performance - As of the first three quarters of 2024, Dingjie Intelligent reported revenue of approximately 1.57 billion yuan, with the following breakdown: - Digital management (ERP): 54% - AIoT business: 26% - Production control: 14% - R&D design: approximately 5% [2][7] Growth Drivers - The Athena platform is a new growth point, enabling data-driven transformation and supporting AI product incubation [2][9] - Significant investment in AI applications, with R&D expenditure accounting for about 18% of revenue in the first half of 2024 [2][10] Market Dynamics - The Chinese industrial software market reached 282.4 billion yuan in 2023, growing by 17%, and is expected to reach 320 billion yuan in 2024, with a growth rate of 13% [2][14] - The penetration rate of industrial software remains low, indicating a strong demand for domestic alternatives [2][14] Strategic Focus - Dingjie Intelligent emphasizes a self-research and standardization strategy, continuously iterating products and expanding application spaces [6][10] - The company is actively targeting key industries such as equipment manufacturing, automotive parts, and semiconductors, with a notable 58% year-on-year growth in overseas business revenue in the first three quarters of 2024 [5][18] Competitive Position - Dingjie Intelligent holds a leading market position in Taiwan, with over 80% coverage, contributing nearly half of its revenue and major profits [17] - The company has a significant presence in the mainland market, focusing on existing customers and enhancing value through PaaS [17][16] AI and Technology Integration - AI technology is becoming a new growth point, with successful commercialization of various AI applications based on the Athena platform [10][19] - The company has developed a range of AI applications, including general-purpose and industry-specific solutions, enhancing operational efficiency and decision-making processes [23][26] Future Outlook - The industrial software sector is expected to see long-term growth, supported by government policies aimed at upgrading industrial software and operating systems by 2027 [5][11][14] - Dingjie Intelligent's strategic initiatives and technological advancements position it well to capitalize on the growing demand for digital transformation in the manufacturing sector [2][10][12]
鼎捷数智(300378):把握数智机遇,持续探索AI+落地新范式
Changjiang Securities· 2025-08-19 13:13
Investment Rating - The investment rating for the company is "Buy" and is maintained [7] Core Viewpoints - The domestic AI Agent industry is currently transitioning from being easy to use to being truly effective, with rapid increases in AI penetration [2][10] - The company is actively embracing AI, having recently hosted an event to discuss its vision for the future of AI and digital transformation, and has been recognized as a leading AI enterprise [4][10] - The company is expected to achieve net profits of 197 million, 243 million, and 295 million yuan for the years 2025 to 2027, with corresponding growth rates of 26%, 23%, and 22% [10] Summary by Sections Company Overview - The company has made significant investments in AI, enhancing its product capabilities and accelerating the formation of a commercial closed loop [2][10] - The company has released multiple AI software infrastructure suites in 2025, integrating AI across its business operations [10] Market Position - The company has been recognized in various rankings, including being listed among the top 30 global AI+ enterprises and the top 20 decision-making AI companies in China [4][10] - The company is positioned to lead industry changes due to its accumulated industry know-how and customer base [10] Financial Projections - The company is projected to have total revenue of 2.58 billion, 2.91 billion, and 3.34 billion yuan from 2025 to 2027, with a gross profit margin of approximately 57% to 59% [13] - The earnings per share (EPS) are expected to increase from 0.72 yuan in 2025 to 1.09 yuan in 2027 [13]
最近几个月投资活跃度最高的基金,我打赌你没注意过它
Sou Hu Cai Jing· 2025-08-19 08:49
Core Viewpoint - The article highlights the emergence of Lushan Ke Investment, which has become a leading player in the investment landscape by actively funding startups through the Hunan University Student Entrepreneurship Investment Fund, launched by the Hunan provincial government to support student entrepreneurship [1][3][4]. Investment Strategy and Performance - Lushan Ke Investment's Hunan University Student Entrepreneurship Investment Fund has shown a strong inclination towards early-stage investments, with angel round investments accounting for 71.74%, A round at 15.22%, and seed round at 8.70% [5]. - The fund's investment activities have fluctuated quarterly, with 24 projects in Q3 2025 and 22 in Q2, influenced by project application cycles and market conditions [5]. - A significant 84.78% of the invested companies are located in Changsha, indicating a focus on local projects while also supporting innovation across other regions in Hunan [5]. Sector Focus - The fund's investments span various sectors, with advanced manufacturing representing 39.13%, artificial intelligence at 15.22%, and healthcare at 10.87%, among others [5]. - Notable investments in advanced manufacturing include companies like Dingcai Technology, which provides digital R&D solutions, and Chumo Technology, specializing in intelligent servo systems [7]. - In the AI sector, investments include Xizhi Technology, which offers smart solutions for various industries, and Yizhi Intelligent, focusing on AI applications in healthcare [8]. Support for Student Entrepreneurship - The establishment of the fund reflects a commitment to supporting university students in entrepreneurship, leveraging Hunan's rich educational resources to identify quality local projects [13]. - The fund aims to balance the risks associated with student-led startups, which often face challenges due to inexperience and market misjudgments [13].
IDC:2024年中国PLM软件总市场规模为35.1亿元 年增长率为21.6%
智通财经网· 2025-08-19 06:01
智通财经APP获悉,IDC 报告指出,2024年中国PLM软件总市场规模为35.1亿元人民币,年增长率为21.6%,较去年增速回升5.6个百分点。市场增速虽 有所回暖,但普遍反馈市场竞争进一步加剧,客单价下降、决策周期变长现象更为普遍。 中国整车及汽车零部件PLM解决方案市场主要厂商市场份额, 2024 4.7% 3.8% 3.6% 3.3% 2.9% _2.3% _2.2% 77.2% ■ 华天软件 ▪ ■ 思普软件 ▪ ▪ 金蝶 ▪ ■ 用友智石开 ▪ ■ 鼎捷数智 ▪ ■ 拜睿科技 ▪ ■ 其他 注:含所属细分行业软件收入和服务(咨询、实施)收入,不包含硬件收入 来源: IDC中国, 2025 中国新能源PLM解决方案市场主要厂商市场份额,2024 11.3% 8.6% 4.4% _4.1% L 3.9% 64.8% 2.9% ■ 金蝶 ■ = 美云智数 = 华天软件 ■ 思音软件 注:含所属细分行业软件收入和服务(咨询、实施)收入,不包含硬件收入 来源: IDC中国, 2025 从竞争格局来看,西门子、达索系统和PTC增速持续放缓,但仍然稳居市场前三名。其中,西门子市场份额从2023年的14.3%下降 ...
深耕中国市场,跨国企业持续加码投资浦东
Sou Hu Cai Jing· 2025-08-18 03:33
Core Insights - Pudong has recently experienced a surge in foreign investment, with companies like Veolia and Dassault Systemes making significant capital expansions and establishing new facilities, reflecting strong confidence in the Chinese market [1][4][5] - Veolia has increased its registered capital to 2.805 billion yuan, marking its third capital expansion this year, while Dassault Systemes has launched China's first open innovation laboratory, further enhancing its local presence [1][2][4] - The investments are aimed at leveraging opportunities in green, digital, and intelligent transformations, contributing to the development of a robust innovation ecosystem in Pudong [1][4][5] Company Developments - Veolia (China) Environmental Services Co., Ltd. has been actively expanding its operations in China, with a total of 11.85 billion yuan in new foreign investment contracts announced for 2023 [4] - The company has been recognized as a multinational regional headquarters and has been included in the 2025 Fortune China ESG Impact List, highlighting its commitment to environmental, social, and governance practices [4] - Dassault Systemes has established its 3DEXPERIENCE laboratory in Pudong, which is part of a global initiative to foster innovation and collaboration across various industries [5][6] Industry Trends - The establishment of the 3DEXPERIENCE laboratory aims to enhance local innovation capabilities, focusing on advanced manufacturing, new materials, and life sciences [5][6] - The laboratory will utilize AI-driven virtual twin technology to accelerate innovation and facilitate the transformation of research outcomes into market applications [6] - Both companies are committed to deepening their collaboration with local partners to drive technological integration and support China's industrial advancement towards high-end, intelligent, and green development [5][6]
2025年中国PLM系统市场占有率排行榜
Sou Hu Cai Jing· 2025-08-11 06:06
Core Insights - The Chinese manufacturing industry is rapidly embracing digital transformation, with Product Lifecycle Management (PLM) systems becoming increasingly central to this process as companies seek to choose the most suitable PLM solutions to stand out in a competitive landscape [2][4]. Market Landscape - The 2025 Chinese PLM market is characterized by a complex competitive environment formed by international leaders and local challengers. Major international players like Siemens, Dassault Systèmes, and PTC dominate the market due to their strong technical capabilities and established product lines [3][4]. - Local companies, such as CAXA, are gaining traction by offering tailored services that resonate with local user habits and competitive pricing, leading to a more diversified market landscape [4][8]. Market Share Predictions - The projected market share for 2025 includes: - Siemens ~22% - Dassault Systèmes ~19% - PTC ~15% - CAXA ~12% - SAP ~10% - Others ~22% [7]. Trends in Technology - The PLM market is evolving beyond traditional document management to become an arena for innovative technology integration, with cloud-based PLM and SaaS models significantly lowering the barriers for companies to adopt these systems [9][10]. - AI is being increasingly integrated into PLM systems, enhancing their ability to understand and analyze data, thus unlocking their potential for driving innovation [11][17]. Industry-Specific Applications - The value of PLM systems is being realized through tailored industry applications, with leading PLM vendors investing in industry-specific solutions that address unique business challenges [12][14]. - Key industry requirements include: - Automotive: Complex BOM management, supplier collaboration, compliance, and quality management - Aerospace: Compliance, traceability, and lightweight material applications - High-tech electronics: Rapid iteration and hardware-software collaboration [14]. Future Outlook - The Chinese PLM market is expected to be vibrant and transformative by 2025, with three core trends: a reshaped competitive landscape featuring both international giants and local brands, technological innovation driving accessibility and intelligence, and deepened industry solutions enhancing customer value [15].
ICTS信息展前瞻!数字蝶变·智造新生,9月相约5.2馆开启工业未来式!
半导体行业观察· 2025-08-09 02:17
Core Viewpoint - The 2025 China International Industrial Expo focuses on the theme "Digital Transformation · Intelligent Manufacturing Rebirth," highlighting the integration of new-generation information technology with the manufacturing industry [4]. Group 1: Exhibition Overview - The exhibition will take place from September 23 to 27, 2025, at the National Exhibition and Convention Center (Shanghai), specifically in Hall 5.2 [3][21]. - The New Generation Information Technology and Application Exhibition (ICTS) is a key professional exhibition within the China International Industrial Expo, showcasing cutting-edge results of the deep integration of new-generation information technology and manufacturing [4][6]. Group 2: Key Focus Areas - ICTS will address critical topics such as new-generation mobile communication technology, industrial internet, industrial operating systems and software applications, industrial AI applications, IoT, edge computing, information security, new-generation data storage and chips, digital factories, and digital supply chains [6][8]. - The exhibition aims to serve as a benchmark event for industry professionals, providing a platform for communication and showcasing industrial digitalization developments [8]. Group 3: Exhibition Highlights - Three main highlights will be presented: 1. "The Secret of Computing Power" showcasing breakthroughs in semiconductor industry autonomy and collaborative innovation [9]. 2. "AI's Rebellion" focusing on the digital transformation of industrial software under AI empowerment [9]. 3. "Smart Driving Disassembly" emphasizing a "technology + service" dual-driven approach to create a comprehensive digital service matrix for manufacturing transformation [9]. Group 4: Exhibition Areas - The exhibition will feature several specialized areas: 1. Integrated Circuit Exhibition Area: Showcasing semiconductor manufacturing, key equipment, components, advanced packaging technology, semiconductor materials, and IC design support systems [11]. 2. Digital Technology Exhibition Area: Highlighting new-generation information technology, AI, algorithms, industrial IoT, and operating systems [11]. 3. Industrial Software Exhibition Area: Featuring basic software, industry-specific software, embedded software, and trusted computing software [11]. 4. Industrial Service Exhibition Area: Covering industrial supply chain services, consulting, testing, certification, and education [11]. 5. Application Scenario Exhibition Area: Including sectors like equipment manufacturing, information communication, energy, transportation, logistics, and 3C electronics [11]. 6. Innovation Application Exhibition Area: Focusing on smart cockpits, low-altitude economy, embodied intelligence, and incubation acceleration [11]. Group 5: Concurrent Forums - The event will host several forums, including: 1. Industrial Software and Intelligent Manufacturing Forum 2. Industrial Edge AI Forum 3. Building the Industrial Computing Power "Core" Engine 4. Embodied Intelligence Chip Forum 5. Industrial Control Chip Special Session 6. Integrated Circuit ESG Green Development Forum 7. Semiconductor Equipment Materials Collaborative Innovation Development Forum [15][16].
能科科技(603859):公司动态研究报告:全面深耕工业AI,“All in AI”战略彰显公司决心
Huaxin Securities· 2025-08-08 09:23
Investment Rating - The report assigns a "Buy" rating for the company, marking the first coverage of its stock [11]. Core Insights - The company is committed to an "All in AI" strategy, focusing on industrial AI and software to support digital transformation in industrial enterprises [4][6]. - The company aims for significant growth in AI revenue, targeting a growth rate of no less than 30% in 2025, 70% in 2026, and 120% in 2027, based on a 2024 revenue of 273 million yuan from AI products and services [4][11]. - The company has established a strong foundation in AI product and service offerings, with a focus on three main categories: AI+ embodied product intelligence, AI+ industrial manufacturing scenario intelligence, and industrial software + AI assistants [6][8]. Financial Performance - In Q1 2025, the company reported revenue of 337 million yuan, a year-on-year decrease of 16.65%, with a net profit of 49 million yuan, down 12.07% [5]. - The gross margin was 55.10%, an increase of 7.24% year-on-year, while the net margin was 23.12%, up 2.68 percentage points year-on-year [5]. - The company forecasts revenues of 1.768 billion yuan in 2025, 2.083 billion yuan in 2026, and 2.388 billion yuan in 2027, with corresponding EPS of 1.01, 1.23, and 1.46 yuan [11][14]. Strategic Partnerships - The company has a close collaboration with Huawei, leveraging its products to enhance digital transformation for manufacturing enterprises [10]. - The partnership has led to the development of applications that integrate design, process, and manufacturing, providing comprehensive digital management solutions for various industries [10]. Market Position - The company has a deep understanding of the manufacturing industry, built over 20 years, which enhances its ability to meet customer needs [8]. - It has a robust ecosystem of partnerships with leading computing and model manufacturers, facilitating product and market integration [8].
IDC:预测2029年中国CAD市场规模将增长到146.8亿元
智通财经网· 2025-08-06 06:00
Group 1 - The core viewpoint of the article indicates that the domestic CAD market share is rapidly increasing, reaching approximately 27% in 2024, a 2% increase from the previous year, with a projected market size of 14.68 billion RMB by 2029 [1] - IDC's research shows that 39% of Chinese manufacturing companies will continue to allocate their IT budgets primarily to design and R&D industrial software over the next three years [1] - The total market size for CAD software in China is expected to be 6.12 billion RMB in 2024, with an annual growth rate of 11.8%, although this represents a decline of 1 percentage point compared to the previous year [1] Group 2 - The competitive landscape reveals that Dassault Systèmes, Siemens, and Autodesk remain the top three players in the Chinese CAD software market in 2024, but their market shares are declining [1] - Specifically, Dassault Systèmes' market share decreased from 18.0% to 16.5%, Siemens from 13.2% to 10.7%, and Autodesk from 11.6% to 9.3% [1] - Other notable software providers include ZWSOFT, PTC, Haochen Software, Huatiansoft, and Xindi Digital, ranking fourth to eighth in the market [1] Group 3 - The 3D CAD market in China is projected to reach 4.32 billion RMB in 2024, accounting for 70.5% of the manufacturing CAD market, with an annual growth rate of 11.6% [4] - Key players in the 3D CAD market include Dassault Systèmes, Siemens, PTC, ZWSOFT, Autodesk, Huatiansoft, and Xindi Digital [4] Group 4 - The report highlights major market changes for 2024, including AI restructuring industrial software, the international expansion of Chinese manufacturing, large-scale equipment updates, and the integration of industrial software with the industrial internet [6] - IDC suggests that technology service providers focus on cash flow, productization, industry specialization, ecosystem development, and integrated design, simulation, and manufacturing [6] - Despite challenges in the industrial software market, the CAD market is expected to maintain steady growth, with domestic 2D CAD products competing with global vendors, while breakthroughs in 3D CAD are still needed [6]