Core Insights - The core demand in the manufacturing industry remains unchanged, focusing on production management and supply chain-related needs, with a more rational and focused understanding of transformation expectations from the demand side [1] - The digital transformation market for China's manufacturing industry is projected to reach 1.55 trillion in 2024, with a steady growth rate of around 14% expected over the next five years [2][39] - Despite years of digitalization efforts, the competitive landscape in the manufacturing sector has not significantly changed, indicating substantial potential for future market opportunities [3] Demand Market Characteristics - The manufacturing industry exhibits strong regional characteristics, with Guangdong, Jiangsu, Zhejiang, and Shandong being the top provinces actively pursuing digital transformation [4][5] - The evaluation side of the market emphasizes practical implementation in production-related areas, with 57.8% of focus on core production needs in recent years [8][9] - The bidding side primarily involves government and state-owned enterprises, which account for 95.2% of digital transformation initiatives, focusing on diagnostic assessments and implementation [10] Transformation Status - Companies have recognized the necessity of digital transformation, with 86.7% acknowledging its importance, and 71.1% implementing various tools to optimize business processes [15][16] - The primary drivers for transformation are demand from the supply chain and the need for operational cost optimization, with 84.4% of companies aiming for cost reduction [19] Urgent Transformation Scenarios - The most pressing scenarios for digital transformation include data preparation, supply chain management, and production management, with 77.8% of companies prioritizing data infrastructure [21][22] Supplier Selection and Concerns - Companies prioritize practical solutions that align with their operational needs when selecting suppliers, with 82.2% focusing on solution applicability [25] - Historical burdens, such as complex system upgrades, are significant concerns for companies during the transformation process [25] Future Investment Trends - A significant 77.8% of companies plan to increase their digital transformation investments in the coming year, primarily focusing on software solutions [27][28] Exploration of Large Models - Companies are actively exploring the application of large models in marketing, supply chain management, and data services, with 40% focusing on customer insights and marketing management [30] - Concerns regarding the uncertainty of outcomes from large models pose a significant risk, with 80% of companies expressing apprehension about decision-making risks [33] Market Characteristics and Trends - The integration of solutions is becoming more evident, with a trend towards soft-hard integration and cross-module collaboration [44][47] - The application of large models is gradually deepening, with companies exploring various methods to leverage these technologies in industrial applications [48][49] Future Opportunities - High-tech industries within discrete manufacturing are identified as high-potential sectors, with opportunities for leading enterprises emerging in vertical industry strategies and domestic substitution markets [50]

制造业数字化转型丨 研究报告 核心摘要： 需求端的核心需求没有变，生产制造管理相关、供应链相关等是重点，也是离散制造业的核心诉求 。 只不 过，行业经过几年发展，需求端的对转型认知和期望变的更加理性与聚焦。 就需求端的需求而言，具有两大 特点： 1）地域特色明显，广东、江苏、浙江、山东既是制造业大省，也是积极尝试转型的省份，产业/区 域协同发展、提升数字化转型的基础支撑能力基本是其共性举措；2）从需求场景来看，评优和招标市场有 所区别：评优侧更关注生产制造相关环节的具体落地操作；招标侧则多由各市工业和信息化局采购的，希望 通过转型诊断后找到企业在研发、生产作业、数据、组织战略等环节开展诊断工作，进而给出相应的改造建 议，引导企业顺利转型。 就需求端的转型现状而言， 经过几年发展企业对数字化转型 理性与聚焦并行。理 性 一方面是指需求端在考虑到实际需求后，在战略上高度认可，并确定未来一年在转型支出上增加投入， 且供应商的选择更关注产品及服务的实用性；另一方面则是指面对大模型的热度，需求端虽然积极拥抱，但 是是以客户洞察与营销管理这一大模型更适用的场景为主。 聚焦 主要是指需求端对自身的需求认知更明 晰，即更加聚 ...

尽管制造业的数字化已经进行了几年，但市场竞争格局尚未出现任何改变，未来在行业层面、市场打法层 面、产品及服务层面还有巨大的潜力，一切都是未知，一切也都有可能。 1）市场机会层面： 行业层面上， 离散制造业中的高技术产业是高潜力行业；打法层面上，垂直行业攻坚和信创/国产替代行业相对容易出现 领头企业。 2）产品层面： 大模型具有非常强的可探索性，但还处于非常早期的阶段，供需双方都在尝 试。大模型短期对市场竞争格局影响不大，但长期看，当大模型对实际应用场景具有支撑作用能力时，会加 速市场变化，故企业需把握大模型机会。 3）数据层面： 目前市场上数据交易、数据开放的声音出现比较 多，但企业无需纠结是否跟随，重要的是要基于数据（无论是自身数据还是外部数据）构建自己的行业认知 壁垒，即内化数据，完成数据-显性知识-隐性知识构建的完整链条。 需求市 场1 -具有强烈的地域特色 广东、江苏、浙江、山东等是制造业企业数TOP4省份，也是积极打造产业 集 群、 积极试行数字化转型的省份 制造业数字化转型丨 研究报告 核心摘要： 需求端的核心需求没有变，生产制造管理相关、供应链相关等是重点，也是离散制造业的核心诉求 。 只不 过 ...