Since the first half of 2023, listed companies related to the concept of industrial Internet have become popular in the secondary market:

One of the representative enterprises, industrial production giant Industrial Fulian, has increased by more than 160% since the beginning of this year. In June, its market value surpassed its highest since going public;

Inspur Information, a provider of IT infrastructure products, solutions and services, has gained more than 130% this year, and its share price has reached a record high, and is springing toward the 100 billion market value club;

Baoxin Software, which is mainly engaged in information business, automation business, intelligent business, and A new generation of information infrastructure services, has increased by more than 30% this year, and exceeded 100 billion market value for the second time since 2021, becoming one of the strongest long-term cows in the entire A-share market.

Zte is also in 2020, the second time to stand on the 200 billion market value mark, this year achieved a rise of nearly 70%.

It is no accident that the industrial Internet has once again received the attention of the capital market. Since 1994, when the first TCP/IP fully functional link was implemented, the Chinese Internet has entered the 30th year. China’s Internet has grown from scratch, from small to large, from silence to prosperity, and has integrated into all aspects of social life and production.

But in the past 30 years, from the information Internet to the trade Internet, from the social Internet to the life service Internet. When we talk about Internet companies, we must refer to BAT, and the language must mention two horses, as if the Internet is exclusive to trade and service industries.

However, the wind of the Internet will eventually blow into China’s industry, which will become the key to promote the second take-off of China’s industrial manufacturing market.

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Chinese industry needs the Internet

Transformation and upgrading

For a long time, China’s Internet has been solving the problem of circulation efficiency, rather than productivity improvement.

For example, the leather bags produced by Jiangnan tannery are not interested or even known, and the Internet can help the factory director show the products to more people, thus opening up the market, rather than only accepting the fate of inventory pressure and being forced to run away.

However, the traditional sense of the Internet can not help these manufacturing enterprises to improve production efficiency, or reduce production costs, can not help Jiangnan leather factory leather bag quality upgrade into China’s Louis Vuitton.

Therefore, the traditional Internet is more in the service industry, its biggest role is to increase the number of customers to increase the total market. But when almost everyone turns on their phones and starts shopping, that means the market growth has peaked.

As a result, we see more and more service-oriented Internet companies begin to roll around in the stock market, looking for direction. The most typical example is that in 2020, the major Internet giants have arranged to buy food business, and were eventually warned by regulation.

At that time, the central media’s statement was that Internet companies should “have more responsibilities, more pursuits and more actions in scientific and technological innovation; The sea of stars and infinite possibilities of scientific and technological innovation is actually more exciting.”

That being said, where is the ocean of stars in the future?

From the performance of the industrial Internet this year, this field seems to have been further confirmed as a more reliable outlet. Chinese industry needs the Internet, the logic of which is not difficult to understand.