Core Viewpoint - The digital transformation of the manufacturing industry is no longer optional but a necessary course for enterprise development and industry leadership, driven by the rapid advancement of artificial intelligence technology [2][3]. Group 1: Digital Transformation Trends - Digital transformation has become an inevitable trend in manufacturing, with approximately 80% of companies in China planning digital transformation strategies by 2024 [3]. - The 2025 WOD Manufacturing Digital Expo showcased over 200 global digital suppliers presenting smart factory solutions [3]. Group 2: Market Potential and Challenges - The digital transformation market for China's manufacturing industry is expected to reach 2.7 trillion yuan by 2030 [4]. - Many small and medium-sized enterprises face challenges in digital transformation, including issues like affordability and usability of technology [6]. Group 3: AI Integration in Manufacturing - AI technologies are deeply applied in manufacturing, with automation rates in some Tesla production lines reaching over 95% [5]. - Tesla plans to produce 5,000 humanoid robots in 2023 and 50,000 in 2024, indicating a shift towards intelligent manufacturing [5]. Group 4: Ecosystem Support for Digital Transformation - The establishment of the Global Development Center for Manufacturing Digitalization aims to enhance technology application, industry collaboration, and talent development [8]. - The center will focus on six areas, including promoting new technologies, industry standards, and knowledge protection [8].

Group 1 - Siemens Digital Industries Software CEO Tony Hemmelgarn emphasizes that complexity in manufacturing is a competitive advantage, driven by production optimization, data integrity, and low-code development [2] - The automotive industry faces challenges in managing large order volumes and production cycles, necessitating efficient forecasting and planning capabilities [2] - AI technologies are rapidly transforming the manufacturing sector, akin to the explosive growth of bamboo after rooting, and companies that integrate AI with manufacturing complexity will enhance automation [2] Group 2 - Workhorse, a zero-emission vehicle manufacturer, completed the full development cycle of its next-generation electric vehicle in just 22 months, significantly shorter than traditional methods [3] - The adoption of Siemens Xcelerator tools allowed Workhorse to reduce IT costs by 50% and improve engineering efficiency, enabling quick adaptation to market demands [3] - The emergence of AI is reshaping data management, simulation, and manufacturing processes in the industry [3] Group 3 - Siemens acquired Altair for $10 billion to enhance its Xcelerator product offerings, addressing pain points in engineering simulation with high-performance computing (HPC) and cloud load balancing technologies [4] - Altair's HPC technology provides robust computational power for complex simulations, while cloud load balancing improves resource utilization [4] - This acquisition enables Siemens to advance its simulation technology into multi-physics, HPC, and AI optimization, facilitating the realization of "digital twins" [4] Group 4 - The discussion on industrial-grade Copilots at the user conference highlighted their potential to enhance operational efficiency, though their actual value and future development remain under scrutiny [5] - Siemens' Teamcenter Copilot tool automates defect identification and supply chain risk simulation, significantly improving response times in manufacturing [5] - The ease of use of Teamcenter Copilot allows new users to quickly navigate complex systems without deep technical knowledge [5] Group 5 - Industrial-grade Copilots are still in their infancy, facing challenges in integration with existing IT and operational technology systems, and require real-time responsiveness [6] - Current general AI models lack the deep intelligence needed for specific industrial applications, necessitating training on proprietary manufacturing data [6] - Data silos in manufacturing hinder the integration and analysis capabilities of industrial-grade Copilots [6] Group 6 - Siemens' simulation software is still in the experimental phase regarding Copilot applications, with challenges in achieving practical implementation [7] - The potential of industrial-grade Copilots is significant, supported by Siemens' extensive data reserves [7][8] Group 7 - Siemens' SaaS transformation began in 2021 with the launch of "Xcelerator as a Service," aimed at lowering barriers to industrial software usage through cloud services [9] - This service integrates various capabilities, enabling cross-domain collaborative design and manufacturing optimization [9] - In China, Siemens has partnered with Amazon Web Services and local cloud providers to ensure data compliance and service delivery [9] Group 8 - The transition from traditional software licensing to SaaS subscription models presents revenue recognition challenges, as income is confirmed gradually over the contract period [10] - Siemens Digital Industries Software reported €4.3 billion in revenue for the second quarter of fiscal 2025, with cloud service revenue accounting for 45% of annual recurring revenue [10] - The company aims to increase the SaaS proportion of annual recurring revenue to 50% by fiscal 2025 [10] Group 9 - BYD, a prominent Chinese automotive company, utilizes Siemens software to accelerate product development cycles and reduce production costs by 25%, enhancing its competitive edge [11] - Siemens collaborates with CATL and other Chinese firms, noting the rapid adoption of digital twin and simulation technologies in China's manufacturing sector [11]

随着新一轮科技革命和产业变革的加速演进，数字化转型已成为制造业发展的必然趋势。数字化转型不 仅是技术的变革，更是业务模式、组织架构和企业文化等方面的全面变革。中国庞大的企业群体背后是 巨大的数字化转型需求。 今年政府工作报告也提出，要"加快制造业数字化转型，培育一批既懂行业又懂数字化的服务商，加大 对中小企业数字化转型的支持"。 6月17-19日，WOD制造业数字化博览会将在上海浦东新国际博览中心举办。作为全球首个聚焦制造业 数字化全场景的专业展会，本届展会以"数智破局·生态共生：重构全球制造新引擎"为主题，吸引来自9 个国家和地区的200余家领军企业。 本届展会也汇聚了众多专业买家。数据显示，截至5月15日，已吸引15876名有制造业数字化需求的负责 人登记参观，包含全球65%灯塔工厂品牌，并收到企业数字化采购需求1300余份。 制造业数字化转型是推进新型工业化、建设现代化产业体系的重要举措。今年政府工作报告也提出， 要"加快制造业数字化转型，培育一批既懂行业又懂数字化的服务商，加大对中小企业数字化转型的支 持"。 参展企业华硕则表示，将展示与生态合作伙伴共同打造的"可部署、可复制、可规模"的边缘AI生态， ...

2025年6月17日至19日，上海浦东新国际博览中心将迎来全球制造业数字化转型的年度盛会——WOD制 造业数字化博览会。本届展会以"数智破局·生态共生：重构全球制造新引擎"为主题，吸引来自9个国家 和地区的200余家领军企业、约2万名专业观众齐聚，依托这一制造业数字化转型、智能化改造的供需精 准链接枢纽，共促制造业高质量发展。 在新一轮科技革命与产业变革加速演进的背景下，制造业数字化转型已成为全球共识。 数据显示，我国去年已有约80%的企业制定了数字化转型规划，且超40%将其作为核心战略。本届展会 更是吸引了来自中国、中国香港、中国台湾、美国、加拿大、德国、法国、瑞士、日本等国家和地区的 全球领军制造业数字化供应商将携最新产品集中展示并呈现数智化工厂全场景解决方案。 魏德米勒电联接（上海）有限公司亚太区自动化产品及解决方案事业部总监程至悠称，"我们希望通过 与WOD共同携手，通过领先的多平台数字渠道和网络与更多客户交流合作，通过全线电气联接、自动 化和数字化创新解决方案及应用，为客户提供更为全面的价值策略，为行业高质量发展赋能"。 罗克韦尔自动化（中国）有限公司智能制造创新研究院院长李栋表示，"我们期待借助W ...

Group 1 - World of Digitalization (WOD) is hosting the 2025 Manufacturing Digitalization Expo in Shanghai from June 17 to 19, 2025, focusing on empowering traditional industries through digital technology [1] - The expo will feature over 200 leading companies from 9 countries and regions, aiming to attract more than 20,000 professional visitors and facilitate precise connections for the digital transformation of the manufacturing industry [1] - Major companies such as Siemens, Rockwell Automation, and Huawei will participate, covering key sectors like automotive, electronics, and aerospace, with over 1,300 procurement requests received, expected to generate over 10 billion yuan in industry cooperation [1] Group 2 - The WOD World Manufacturing Digitalization Conference will be held concurrently, featuring 18 cutting-edge topics and 37 benchmark enterprise transformation cases to provide practical references for China's manufacturing digital transformation [2] - An "Innovation Incubation Zone" will be established at the expo, gathering over 30 tech startups in AI and industrial big data to foster the next generation of digital manufacturing technologies [3] - The expo will introduce the "Entropy Key Award," recognizing pioneering enterprises and application scenarios in digital transformation, aiming to promote paradigm shifts in the industry [4]

该收购是 西门子"ONE Te ch Company "计划的又一里程碑 ，通过将开放式数字商业平台西门子 Xc e l e r a t o r 扩展到生命科学软件领域，从而 提升客户关注度，加速创新，实现更高增长。 生命科学领域是西门子软件现有市场布局的有力补充， 将西门子数字化工业软件的总目标市场扩大 11 0 亿美元。 生命科学领域受结构性转变 驱动，包括老龄化社会带来的医药需求增长、药品可及性的提升、科技进步催生的新治疗选择，以及复杂价值链对于加强合作和可见性的迫切 需求等。这些趋势凸显了数字化转型的必要性， 预计未来五年内该领域在软件方面的支出将翻一倍。 收购带来显著协同效应 Do tma ti c s 预计将在 2 0 2 5 财年实现超 3 亿美元营收，拥有丰厚的利润，现金流生成能力强劲，调整后的息税折旧摊销前利润（EBITDA）超 过 4 0%。在产生协同效应之前，该公司中期阶段收入增长和高盈利能力将立即增加西门子的增长、息税折旧摊销前利润率和自由现金流。 西 门子预计将实现显著的收入协同效应 ：中期收入协同效应预计约为每年 1 亿美元，长期内将增至每年 5 亿美元以上。 根据惯例成交条件和适 ...