"Made in China 2025" will be the development agenda and top-level design of China's industry in the next 10 years. Many actions of the government have sent a strong signal to the market, indicating that the industrial transformation will usher in a big breakthrough and a big speed increase.
The Ministry of Industry and Information Technology has said that the plan is to take three steps and three to ten years to realize the transformation of manufacturing powers to manufacturing powers; "Made in China 2025" is the first step of "three steps" and will guide China into global manufacturing. The second square of the industry.
Basic policy
1. Innovation-driven: Adhere to the core position of innovation in the overall development of manufacturing industry, improve the institutional environment conducive to innovation, promote cross-disciplinary and cross-industry collaborative innovation, break through a number of key common technologies in key areas, and promote digital networked intelligence in manufacturing And take the path of innovation-driven development.
2. Quality first: Adhere to quality as the lifeline of building and manufacturing a strong country, strengthen the responsibility of corporate quality, strengthen quality and technology research, and cultivate independent brands. We will build a regulatory standards system, a quality supervision system, an advanced quality culture, create a market environment for integrity management, and take the development path of winning by quality.
3. Green development: Adhere to sustainable development as an important focus of building and manufacturing a strong country, strengthen the promotion and application of energy-saving and environmental protection technologies, processes and equipment, and comprehensively promote clean production. Develop a circular economy, improve the efficiency of resource recycling, build a green manufacturing system, and take the development path of ecological civilization.
4. Structural optimization: Persist in structural adjustment as a key link in building and manufacturing a strong country, vigorously develop advanced manufacturing, transform and upgrade traditional industries, and promote the transformation of production-oriented manufacturing to service-oriented manufacturing. Optimize the layout of industrial space, cultivate a group of industrial clusters and enterprise groups with core competitiveness, and take the development path of improving quality and efficiency.
5. Talent-oriented: Adhere to the talents as the foundation for building and manufacturing a strong country, establish and improve a scientific and rational mechanism for selecting, employing, and educating people, and accelerate the cultivation of professional and technical personnel, management and management personnel and skilled personnel that are urgently needed for the development of the manufacturing industry. Create an atmosphere of mass entrepreneurship and innovation, build a team of high-quality, well-structured manufacturing talents, and take the development path led by talents.
Tasks and priorities
1. Improve national manufacturing innovation capabilities;
2. Promote deep integration of informatization and industrialization;
3. Strengthen industrial infrastructure capabilities;
4. Strengthen the construction of quality brands;
5. Fully implement green manufacturing;
6. Vigorously promote breakthrough development in key areas, focusing on the new generation of information technology industry, high-end CNC machine tools and robots, aerospace equipment, offshore engineering equipment and high-tech ships, advanced rail transit equipment, energy-saving and new energy vehicles, power equipment, agricultural machinery and equipment. Top ten key areas such as new materials, biomedicine and high-performance medical devices;
7. Deepen the adjustment of manufacturing structure;
8. Actively develop service-oriented manufacturing and productive service industries;
9. Improve the level of international development of manufacturing.
main content
The overall structure of "one two three four fifty five".
"One" is a goal of transforming from a manufacturing power to a manufacturing power and ultimately achieving a manufacturing power.
The "two" is to achieve this goal through the development of two-in-one integration. The 18th National Congress of the Communist Party of China proposed to use the in-depth integration of informatization and industrialization to lead and drive the development of the entire manufacturing industry. This is also a commanding height for China's manufacturing industry.
The "three" is to adopt a strategy of "three steps". In general, each step takes about ten years to realize China's goal of transforming from a manufacturing power to a manufacturing power.
The "four" is to define four principles. The first principle is market-led and government-led. The second principle is based on both the current and the long-term perspective. The third principle is comprehensive advancement and key breakthroughs. The fourth principle is self-development and win-win cooperation.
"Five-five" means that there are two "five." The first is that there are five principles, namely, innovation-driven, quality-first, green development, structural optimization, and talent-oriented. There is also a “five†that implements five major projects, including the construction of manufacturing innovation centers, the strengthening of basic engineering, intelligent manufacturing engineering, green manufacturing engineering and high-end equipment innovation projects.
Ten areas include a new generation of information technology industry, high-end CNC machine tools and robots, aerospace equipment, offshore engineering equipment and high-tech ships, advanced rail transit equipment, energy-saving and new energy vehicles, power equipment, agricultural machinery and equipment, new materials, biomedicine Ten key areas such as high-performance medical devices.
Investment Opportunities
The Industrial Securities team believes that the "Made in China 2025" strategy will bring the following investment opportunities:
Investment Logic 1: Industry 3.0 - Automation of Old Industrial Bases in Northeast China
The transformation of industrial enterprises for 3.0 is mainly for the transformation of old industrial bases. Among them, the northeast is the most important old industrial base, and there are many old-fashioned state-owned enterprises in the northeast region. Combined with the national strategy of Northeast Revitalization and the planning of state-owned enterprise reform, it is recommended to pay attention to relevant Opportunities for mergers and acquisitions, industrial upgrading.
Investment Logic 2: Industry 4.0 - Intelligent Transformation of Advanced Enterprises
According to the precedent of the German Industry 4.0 enterprise, the main business and the contribution and role of the industry 4.0 industry chain can be roughly divided into three categories:
1. Hardware and terminal providers necessary for Industry 4.0: data acquisition (sensing equipment, etc.), data storage (memory, etc.), data transmission (industrial Ethernet, etc.), execution carrier (smart robot, drone, etc.), intelligence Terminal (wearable device, etc.).
2. Industry 4.0 necessary control software providers: data processing and simulation decisions (big data computing, cloud platforms, etc.), controllers (automation software, PLC, FPGA, ARM, etc.).
3. Take the lead in exploring Pilot Industry 4.0 and use intelligent production applications.
First, the control software provider is the core technology component of the entire Industry 4.0 value chain and the most profitable segment. Considering the technical barriers and the status quo of China's industry, the control software providers with the competitiveness of the 4.0 era have not yet been born.
However, China's Internet, Internet of Things, business software, big data and other technological advances and outbreaks may exceed expectations, and even have the potential to overtake the world's leading countries.
In addition, software providers have the inherent advantages of data traffic and Internet genes, and are more likely to become platform-type and even eco-chain companies.
Secondly, the short-term barriers to China's hardware and terminal provider transformation 4.0 are lower, and it is likely to benefit from the government's investment in the industry 4.0 infrastructure technology, which is more predictable and relatively stable growth than the control software provider.
Finally, the application company is using Industry 4.0 to improve its production efficiency, which is lower than the former two. According to the Industry 4.0 Index released by China Securities Index on March 10, 2015, a total of 47 sample targets, covering the control hardware, control software, terminal hardware related to Industry 4.0, and other companies benefiting from Industry 4.0, major industries The distribution is concentrated in mechanical, computer, electronic and electrical equipment.
From the performance of stocks this year, the control software is in turn larger than the average increase in hardware, terminal providers and applications.
When it comes to "2025 Made in China", it has to be mentioned that on February 19, 2016, the United States presented a report and plan for the national innovation strategy, which listed a series of big goals and a series of sub-goals. Among them, the big goal consists of four aspects: one is to comprehensively enhance the competitiveness of American manufacturing; the other is to transform innovative technologies locally to promote the improvement of local manufacturing capabilities; the third is to accelerate the development of advanced manufacturing labor; Support and help manufacturing innovation institutions to establish a stable and sustainable business model. The United States is the leading country in the manufacturing industry. It is the most developed country in the market economy. In a highly competitive global market, the United States realizes that it is not enough to rely solely on spontaneous innovation. Many countries are promoting innovation, including the United States. Internally, we must promote innovation and entrepreneurship through a holistic government-led approach, and promote the development of innovation and entrepreneurship at a faster pace and with greater intensity. China's manufacturing industry must have a sense of urgency, seize opportunities, meet challenges, and drive innovation to drive China's manufacturing to truly rank among the world's powers.
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