News:When considering an investment direction, we first sort out the logic of industrial development. Why are we optimistic about industrial digitization? First of all, to answer why we look at digitalization, you can realize that the natural environment has become more and more restrictive, and our production and development are increasingly constrained by physical space. Digitalization can overcome the constraints of physical space. This is a great feature of digitalization.
With the development of digital technologies such as big data, artificial intelligence, and the Internet of Things, the data in the production process is effectively extracted to form usable information that can guide economic life. The process becomes more efficient.
What effect does digitalization have on the industry? From a very intuitive point of view, it can help us better allocate some traditional resources, improve the efficiency of economic life and reduce manufacturing costs.
Our team reviews and deduces a large amount of industrial history as a guiding framework for industrial digital investment to screen investment targets and find investment inflection points. Industry inflection points may appear in the following situations:
First, the system reshaping brought about by the upgrade of the structure has brought changes to the entire industry and brought innovation to some products.
Second, technological breakthroughs expand the application boundaries. based on the continuous development of technology, the cost of products can be reduced, and a larger application boundary can be expanded.
Third, data accumulation opens up a closed business loop. The above-mentioned technical development foundation can generate more scene data, and the accumulation of these data helps us realize automatic judgment, prediction and even generation in the production process to achieve a closed business loop.
based on these inflection points, where is the value of the projects we invest in?
First, the release of productivity, how much productivity has been released that has not been released before, the most direct manifestation is how much cost is saved.
Second, the reconstruction of production relations, reorganizing the relationship between people and people, people and things, and the relationship with the outside world through digital means.
Therefore, the value of a digital enterprise can be seen in how much productivity the enterprise helps customers release and how much production relations it helps the industry restructure.
1► "Digitalization in the direction of intelligent manufacturing"
Since the introduction of Industry 4.0, a large number of start-up companies have participated, and gradually realized the automation driven by OT technology, the digitalization driven by DT digital and the intelligence driven by AT cognition in the field of industrial manufacturing. based on OT technology, it helps humans escape heavy and monotonous manual labor; based on DT technology, it realizes data collection, analysis and feedback in the production process, and assists decision-making; .
based on the integration of OT, DT, and AT to stimulate data flow, the digitalization of the entire industry needs to take a step forward to connect the entire intelligence, digitization, and automation. Industrial scenarios place great emphasis on expert knowledge. The new knowledge formed by merging with expert knowledge is deposited into equipment and digital tools to accelerate the reuse and sharing of knowledge, so as to build new productivity and production relationships. This is a major aspect of industrial digitalization. trend.
In terms of specific links, we decompose them into workshop/process level, factory level, production life cycle and whole industry chain level according to the degree of link coverage, and divide them into data collection, data platform and data circulation collaboration according to function realization. Enterprises focus on data collection and data platforms at the workshop/process level and factory level, and make solutions and products for the two links of single-point intelligence and local intelligence. based on such a foundation, we will gradually develop in the direction of global intelligence and industry intelligence. We will follow this idea to find more targets that can achieve global intelligence and industry intelligence.
Divided from the presentation of specific applications, digitalization can realize the functions of description, judgment, cognition and prediction in three dimensions of equipment technology, management process and production service. Many excellent startups have emerged in applications such as equipment visualization, remote maintenance, predictive maintenance, inventory optimization, and CV quality inspection. We will look for suitable targets backwards from the path of finally realizing C2M and fully replacing people with machines.
