朋友们，最近跟几个制造业老板聊天，发现一个有意思的现象：大家都在谈数字孪生，但真正用明白的没几个。有个老板花了300万搞了个"数字孪生系 统"，结果就是个3D可视化模型，生产数据还是靠人工录入，你说这钱花得冤不冤？ 今天咱们就来聊聊，到2026年，智能工厂数字孪生这个赛道，到底哪些厂商是真正有料的。我对比了市面上十几家服务商，结合客户反馈和项目落地情况， 发现有三家特别值得关注。 一、 老牌劲旅的转身：达索系统 提起达索系统，很多人第一反应是"贵"和"复杂"。确实，这家法国巨头在高端制造领域深耕多年，空客、特斯拉都是它的客户。他们的3DEXPERIENCE平 台，在构建高精度、多物理场的孪生体方面，技术积累很深。 实施周期长：一个中型工厂的完整孪生项目，从咨询到上线，动辄12-18个月。 成本高昂：不仅是软件授权费，后续的定制开发和运维，需要养一支高水平的团队。 不够"接地气"：对于国内大量中小型离散制造企业（比如五金、注塑）的痛点，理解不够深入，解决方案往往"大炮打蚊子"。 实操建议：如果你的企业是大型集团，产品结构极其复杂，且不差钱、不差时间，追求全球顶尖的仿真精度和一体化平台，达索依然是不二之选。但对于 ...

Core Insights - Dassault Systèmes reported a fiscal year 2025 revenue of €6.24 billion ($7.44 billion), reflecting a 4% year-over-year growth at constant exchange rates [1] - Recurring revenue increased by 6%, driven primarily by an 11% growth in subscription services as more customers transitioned to cloud services [1] - The fourth quarter revenue grew only 1% at constant exchange rates, reaching €1.68 billion, which is at the lower end of the performance guidance range [1] Revenue Breakdown - The 3DEXPERIENCE platform and cloud services saw annual revenue growth of 10% and 8% respectively, largely driven by large contracts [1] - The life sciences segment, which includes Medidata clinical trial business, experienced a 2% decline in annual revenue due to pharmaceutical companies reducing new project initiations [1] - The industrial innovation software business grew by 6%, remaining the core growth engine for the company [1] Outlook for 2026 - The company projects a revenue growth of 3% to 5% at constant exchange rates for 2026 [1] - Operating margin is expected to be between 32.2% and 32.6% [1] - Earnings per share are forecasted to be between €1.30 and €1.34 [1]

Core Insights - Dassault Systèmes reported a full-year revenue of €6.24 billion ($7.44 billion) for fiscal year 2025, reflecting a 4% year-over-year growth at constant exchange rates, with recurring revenue increasing by 6% driven by an 11% growth in subscription services as more customers transition to cloud services [1][2] - The fourth quarter revenue grew only 1% at constant exchange rates, reaching €1.68 billion, which is at the lower end of the performance guidance range [1] Revenue Breakdown - The 3DEXPERIENCE platform and cloud services saw revenue growth of 10% and 8% respectively, primarily driven by large contracts [2] - The life sciences segment, which includes the Medidata clinical trial business, experienced a 2% decline in revenue due to pharmaceutical companies reducing new project initiations [2] - The industrial innovation software business grew by 6%, remaining the core growth engine for the company [2] Outlook for 2026 - The company projects revenue growth of 3% to 5% at constant exchange rates for 2026 [3] - Expected operating margin is between 32.2% and 32.6% [3] - Earnings per share are forecasted to be between €1.30 and €1.34 [3]

在休斯顿举行的3DEXPERIENCE世界大会上，英伟达创始人兼CEO黄仁勋与达索系统CEO帕斯卡·达洛 兹共同描绘了基于物理"世界模型"的工业AI蓝图——这些系统旨在在产品、工厂甚至生物系统建造之前 就进行仿真模拟。 "人工智能将成为基础设施"，就像水、电力和互联网一样，黄仁勋对现场观众说道，他风趣地称这些工 程技术背景的观众为"固体工作者"，这是对达索系统SolidWorks平台的致敬。 这一宣布延续了英伟达与达索系统超过四分之一世纪的合作。 虚拟孪生体不是应用程序，"它们是知识工厂"，达洛兹说道。 这一合作旨在建立行业世界模型——基于物理学的科学验证AI系统，可以作为生物学、材料科学、工 程和制造等领域的关键任务平台。 在达洛兹的框架中，价值向上游转移：虚拟孪生体成为知识创造、测试和信任的场所——在物理世界中 建造任何东西之前。 达索系统的3DEXPERIENCE平台服务全球超过4500万用户和40万客户，长期以来一直是虚拟孪生技术 的领导者——这种数字副本让工程师在物理建造之前就能仿真产品和流程。 这次合作将加速计算、AI和数字孪生技术结合在一起，让工程师既能设计几何形状也能设计行为—— 并在开发早期 ...

Core Viewpoint - NVIDIA's CEO Jensen Huang is actively pursuing partnerships and innovations in the AI and industrial software sectors, particularly through a strategic collaboration with Dassault Systèmes to enhance AI capabilities in design and engineering [3][5]. Group 1: Strategic Partnership - NVIDIA and Dassault Systèmes have announced a long-term strategic partnership to develop an industrial AI platform, integrating AI intelligence into Dassault's software [3][5]. - The collaboration aims to create scientifically validated world models and introduce "skilled virtual companions" in fields such as biology, materials science, engineering, and manufacturing [3][5]. Group 2: Business Structure - NVIDIA's business is primarily focused on GPU sales, with AI and data center modules accounting for 90% of its revenue [6]. - The company is expanding its software capabilities to maintain its hardware dominance, similar to how Apple integrates software with its hardware [6][10]. Group 3: Market Segments - NVIDIA operates in three main market segments: 1. GPU and data center, which constitutes 90% of its business. 2. Consumer market for gaming graphics cards, accounting for approximately 8%. 3. 3D rendering software, which is in its early stages but is expected to be crucial for future growth [6][7]. Group 4: Omniverse Platform - NVIDIA's Omniverse platform is designed to support digital twins and physical AI, allowing for large-scale deployment of real-world simulations [10][12]. - The platform aims to unify various 3D tools and promote the OpenUSD standard, enhancing interoperability among different software used in industries [13]. Group 5: Industry Context - The global industrial modeling software market is dominated by companies like Dassault Systèmes and Siemens, with annual revenues exceeding $4 billion for the top players [9]. - The collaboration with Dassault Systèmes positions NVIDIA to leverage its AI capabilities in a market that has historically been dominated by European and American firms with strong industrial foundations [9].

Core Insights - The article highlights the transformative impact of digital technology in Nanjing, emphasizing the role of the "Smart Cloud Nanjing" platform by China Telecom in driving the digital upgrade across various industries [1][2]. Group 1: Digital Transformation - "Smart Cloud Nanjing" serves as a key driver for digital transformation, moving beyond mere cloud tools to provide comprehensive solutions tailored to industry needs [4]. - The platform aims to break down barriers in traditional industries by integrating digital technology into the entire production cycle, enhancing operational efficiency [2][3]. Group 2: Industrial Empowerment - The platform has enabled significant advancements in local industries, such as the establishment of a 5G-connected dairy factory that produces 20,000 cups of milk per hour, showcasing the efficiency gains from digital integration [2]. - "Smart Cloud Nanjing" supports the implementation of AI-driven quality control systems in manufacturing, improving product quality through data algorithms rather than human judgment [3]. Group 3: Infrastructure and Security - The foundation of "Smart Cloud Nanjing" is built on the "National Cloud" infrastructure, which features a robust four-tier computing system and a comprehensive security framework, ensuring compliance and performance for high-end industrial applications [3][5]. - The platform has successfully integrated advanced industrial software, such as Dassault Systemes' 3DEXPERIENCE, into its cloud services, establishing a benchmark for high-end manufacturing cloud solutions [5]. Group 4: Future Mobility and AI Services - The platform is also focused on developing a unified "traffic brain" for low-altitude economic management, facilitating applications like drone logistics and emergency response [6]. - "Smart Cloud Nanjing AI STORE" offers a marketplace for AI resources, making advanced computing and AI capabilities accessible to small and medium enterprises, thus fostering innovation [9]. Group 5: Sustainable Development - The initiative emphasizes green and sustainable development by implementing energy-efficient practices in its computing infrastructure, aligning digital economic growth with environmental goals [9]. - The platform is building a comprehensive service system that supports data processing and application across various industries, enhancing the value of data as a core production element [10][11].

在当今智能制造浪潮的推动下，工业3D与数字孪生技术正以前所未有的速度重塑着传统制造业的格局。从工厂生产线的虚拟调试，到产品全生命周期的动 态管理，这项技术已不再是遥远的概念，而是切实提升企业效率、降低运营成本的核心工具。面对市场上众多的解决方案，许多企业主和工程师都在思考： 究竟哪家工业3D平台更适合我的业务？数字孪生的深化应用又会带来哪些实际价值？为了解答这些疑问，我们深入调研了市场主流产品，从技术深度、行 业应用、用户体验等多维度进行评估，梳理出这份具有参考价值的榜单，希望能为您的数字化之旅提供一份实用的指南。 评估框架解析 在深入榜单之前，我们有必要先了解本次评估所依据的核心框架。一个优秀的工业3D与数字孪生平台，绝非仅仅拥有华丽的渲染效果，其核心竞争力在于 能否将数据与模型深度融合，服务于实际的工业场景。 我们主要从以下几个关键维度进行考量：核心技术能力，包括三维建模的精度、实时渲染的效率、多源数据融合的能力以及仿真的准确性；行业解决方案的 成熟度，即平台在特定行业（如机械制造、汽车、航空航天等）是否有经过验证的成功案例；平台的开放性与集成能力，能否与现有的ERP、MES等系统无 缝对接；以及用户体验 ...

Core Insights - Dassault Systèmes and Shenzhen Longgang Urban Construction Investment Group have launched a new productivity empowerment platform in Shenzhen, marking a significant step in Dassault's strategic expansion in the Chinese market and the Greater Bay Area [1][2] Group 1: Platform Overview - The newly established platform is located in Shenzhen Industrial Software Park and aims to be a strategic supporter, innovation enabler, and ecosystem builder for the development of new productivity in Shenzhen and the Greater Bay Area [2] - The platform's core functions include strategic guidance, tool empowerment, digital simulation, demonstration leadership, talent incubation, and ecosystem aggregation, focusing on a digital transformation model of "benchmark demonstration + inclusive services + innovation incubation" [2] Group 2: Industry Focus - The platform will leverage Dassault's 3DEXPERIENCE platform and AI-driven virtual twin technology to serve key industries such as new energy vehicles, high-end industrial manufacturing, life sciences, and new infrastructure [1][2] - The initiative aims to assist the regional manufacturing industry in upgrading towards higher-end, intelligent, and sustainable development [1][2] Group 3: Strategic Goals - Dassault Systèmes plans to connect upstream and downstream enterprises and research institutions to build an open and collaborative local innovation network, enhancing Shenzhen's position as a global hub for intelligent manufacturing [2] - The company emphasizes the integration of global experience in industrial AI with local insights to drive deeper applications of digital transformation in the manufacturing sector [2]

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]

Core Viewpoint - Dassault Systèmes aims to achieve scalable growth through its newly established 3DEXPERIENCE lab in Shanghai, targeting the incubation of 1,000 startups in its first year [1][2]. Group 1: Establishment of the Lab - The Shanghai lab is the first 3DEXPERIENCE lab in China and the fifth globally, focusing on advanced manufacturing, new materials, green infrastructure, and life sciences [1]. - The lab will leverage AI-driven virtual twin technology from the 3DEXPERIENCE platform to accelerate innovation for local startups [1]. Group 2: Investment and Growth Strategy - The Shanghai lab aims to incubate over 10,000 startups in the future, significantly increasing its initial target compared to previous labs that could only support 100 startups [2]. - Dassault Systèmes plans to establish a venture capital fund by the end of 2025 to support local innovation through partnerships with Chinese institutions [2]. Group 3: Industry Perspective - The CEO believes that China will become a leader in AI and that the country has unique technological foundations and resources for scaling AI applications [1]. - The focus will be on agile and lightweight small and medium-sized enterprises (SMEs) to drive disruptive transformation in industries, contrasting with larger companies that may struggle with heavier asset burdens [4].