工信部日前印发《工业互联网APP培育工程实施方案（2018-2020年）》，提出至2020年培育30万个面向特定行业、特定场景的工业互联网APP，全面覆盖研发设计、生产制造、运营维护和经营管理等制造业关键业务环节的重点需求。

Ministry recently issued by the "industrial Internet APP cultivation project implementation plan (2018-2020), is put forward to 2020, 300000 for a specific industry, the particular scenario industrial Internet APP, universal coverage r&d, design, manufacture, operation and maintenance and management of the manufacturing industry key business links such as the focus of the demand.

华创证券表示，工业互联网有效优化业务流程、提升管理与经营绩效，是企业全面转型升级的主要工具。2017年以来，工信部、发改委、国务院、科技部等国家部委相继发布一系列政策，支持工业互联网行业发展，行业有望迎来加速发展阶段。工业互联网有望成为IT在工业领域新的重要增长点，深耕细分领域的公司有望充分受益行业高景气度。

Hua chuang securities said that the industrial Internet effectively optimizes business processes, improves management and business performance, and is the main tool for the overall transformation and upgrading of enterprises. Since 2017, the ministry of industry and information technology, the national development and reform commission, the state council and the ministry of

中金公司表示，制造企业的互联网化是中国从制造大国走向制造强国的重要一步，是解决中国制造业由于装备和软硬件平台依赖进口所面临的缺乏创新平台问题的重要手段。中国在工业软件上仍存在严重短板，人工智能技术提供变道超车的好机会，未来工业互联网将逐步实现百万企业上云、百万APP上网、百万开发者进入，最终形成基于公有云的开放平台。

science and technology have issued a series of policies to support the development of the industrial Internet industry, which is expected to usher in an accelerated development stage. The industrial Internet is expected to become an important new growth point for IT in the industrial field.

据中国工业互联网产业联盟测算，2017年我国工业互联网直接产业规模约为5700亿元。在2017年到2019年期间，预计产业规模将实现18%的年均增速，至2020年时将达到万亿元规模。另外，美国通用电气公司估算，工业互联网到2020年，年产值将达2250亿美元，超越消费互联网1700亿美元的产值，产业互联网将开启万亿元级市场空间。

According to the calculation of China industrial Internet industry association, the direct industry of industrial Internet in China is about 570 billion yuan in 2017. Between 2017 and 2019, the industry is expected to grow at an average annual rate of 18 per cent and reach a trillion yuan by 2020. In addition, the United States ge company estimates, Internet industry by 2020,

中金公司表示，看好工业互联网在工厂数字化，智能装备，物流方面相关的投资机会，具体包括五大细分领域：1、工业互联网平台：美的集团；2、智能设备方面：汇川技术、埃斯顿、海康威视、大族激光、航天电子；3、物流：顺丰控股和音飞储存。4、软件：东方国信；5、通信：中国联通、高新兴。

Cicc said, watch the Internet industry in digital factory, intelligent equipment, logistics related investment opportunities, including five niche: 1, industrial Internet platforms: midea group; 2. Intelligent equipment: huichuan technology, eston, hai kangwei, large group laser, aerospace electronics; 3. Logistics: sf control and sound flight storage. 4. Software: the Orient national letter; 5. Communication: China unicom, high emerging.
 

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