近日，国际数据公司（IDC）发布了《IDC中国MES市场份额，2024：格局重塑》报告，数据显示， 2024年装备制造MES市场的增速显著高于整体水平，浪潮数字企业凭借在电力装备、工程装备等行业领 先的产品技术优势及深厚的行业积累，稳居中国装备制造MES解决方案市场占有率第一。 IDC认为，MES作为中国制造业数字化转型中关注度最高、市场规模最大、厂商数量最为集中且竞争最 为激烈的细分领域，其演化趋势已成为制造业数字化成熟度的重要风向标。 浪潮数字企业是领先的工业软件产品和数字工业整体解决方案提供商，自主研发了浪潮海岳制造运营管 理平台MOM，产品依托"云+边+端"技术架构，深度整合工业物联网、大数据、机器视觉、数字孪生、 领域大模型等技术，实现对企业层、工厂层、边缘层、设备层的全域覆盖，通过协同管理人员、设备、 物料、能源等全要素资源，构建从生产执行到价值延伸的全流程智能管控能力，包含制造执行、仓储管 理、质量管理、安全生产、设备健康、设备运维、能源管理、数字孪生、物联智控、工业智能十大关键 应用，同时，浪潮海岳MOM与人工智能、大模型技术深度融合，打造了智能排产智能体、智能工艺智 能体、设备预测运维智能体 ...

Core Insights - The manufacturing industry in China is accelerating its transformation towards high-end, intelligent, and green development, with significant growth in high-tech and digital product manufacturing [1][6] - The "Two New" and "Two Heavy" policies have effectively supported industrial structure adjustment and high-end industry development, contributing to overall industrial growth [2][3] Group 1: Industry Growth and Transformation - The added value of high-tech manufacturing increased by 9.5% year-on-year, contributing 23.3% to the overall industrial growth [2] - The equipment manufacturing sector's added value drove a 3.4 percentage point increase in total industrial growth, accounting for 35.5% of the total [2] - The value of green factories has surpassed 20% of total manufacturing output, indicating a shift towards sustainable practices [1][6] Group 2: Policy Impact - The "Two New" policies have stimulated traditional industries' equipment upgrades and technology transformations, leading to a 17.3% increase in investment in equipment and tools [3] - The special government bonds for equipment updates have increased to 200 billion yuan, supporting various sectors including environmental infrastructure [3] - The consumption upgrade initiative has driven sales exceeding 1.6 trillion yuan across five major consumer categories [3] Group 3: Digitalization and Innovation - Digital transformation is enhancing production efficiency, with examples such as a 15% increase in production efficiency and a 10% reduction in delivery times in traditional manufacturing [4] - The integration of AI and digital technologies is reshaping traditional industries, leading to new product developments and improved supply chain collaboration [5] - The number of 5G base stations reached 4.55 million, with over 1.11 billion mobile users, facilitating the growth of digital applications in various sectors [6][7] Group 4: Future Directions - The industry is expected to continue its high-quality transformation, with a focus on technological innovation and the integration of AI in key manufacturing sectors [7] - The establishment of a green low-carbon standard system is underway, aiming to enhance sustainable development in the manufacturing sector [7]

Group 1: Advanced Manufacturing in Shandong - Shandong provincial enterprises are leading the advanced manufacturing sector, focusing on digital transformation and building manufacturing clusters [1] - Weifang, known as China's "Agricultural Machinery City," hosts major agricultural machinery companies, with Shandong Heavy Industry's Weichai Lovol as a key player [1] - The Weifang-Linyi-Rizhao intelligent agricultural machinery cluster generated a production value of 165 billion yuan in 2023, accounting for one-quarter of the national agricultural machinery industry [1] Group 2: Coal and Gold Mining Industry - Shandong Energy and Shandong Gold are collaborating with Huawei to implement industrial internet technologies, transforming traditional mining into smart mining [2] - The partnership has led to the development of a new generation of industrial production networks, enhancing operational efficiency and security in mining [2] - The "slice network" technology allows for differentiated data traffic management, improving the overall performance of mining operations [2] Group 3: Production and Operation Software - The production and operation software, represented by MES/MOM, is crucial for advancing smart manufacturing in Shandong [3] - Inspur Group has integrated various technologies to create a comprehensive smart management system for manufacturing processes [3] - According to IDC, Inspur's digital enterprise ranks first among domestic vendors in the production and operation software market, highlighting its leading position [3]