Domestic industrial software is favored by the capital market

It is worth noting that from the second half of 2020 to the present, the industrial software field has been unusual and has received intensive capital attention, and software companies such as Huada Jiutian in the EDA field, Huatian software in the CAD field, Black Lake Intelligent manufacturing in the MES field, and wood chain technology in the industrial control and safety field have carried out a new round of financing during this period.

In February 2021, the new generation of manufacturing collaboration software manufacturer Black Lake Intelligent manufacturing announced the completion of the C round of nearly 500 million yuan financing, creating a new milestone in China’s industrial software. In March, the new generation of industrial software development and application platform Moore Yuan announced the completion of 100 million yuan B round financing, exclusive investment by Qiming Venture Capital. In March, Zhongwang Software (domestic CAD leading company) was listed, becoming the first A-share R & D and design industrial software listed enterprise, and its stock price soared 171% after listing. In May, as an industrial control security software enterprise facing the industrial Internet, Wood chain Technology completed the B round of financing of nearly 100 million yuan. In June, EDA software manufacturer Huada Jiutian completed listing guidance and accelerated its IPO. In July, the domestic three-dimensional CAD software enterprise Huatian Software completed the B round of financing of 180 million yuan……

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The most direct reason for this change is that the industrial software that occupies the main share of the domestic market is provided by foreign manufacturers and occupies a strong dominant position, and in the context of the science and technology war, industrial software involves all aspects. If we rely too much on foreign non-open source products, industrial manufacturing and national security will face serious and passive threats. In 2020, the American company MathWorks stopped providing technical and customer support services for enterprises on the entity list, making Harbin Institute of Technology and Harbin Engineering disabled MATLAB, which is a reminder that domestic industrial software should be realized as soon as possible.

This potential hidden danger makes the realization of domestic substitution officially put on the agenda. The policy support coupled with the initiative of enterprises in demand to accept and support domestic software enterprises in a weak position expands the demand that was originally squeezed by foreign manufacturers; When domestic industrial software autonomy becomes a necessary option, it also further dispelled the doubts of entrepreneurs and investment institutions. Regardless of the potential negative impact of the capital boom, the industrial software industry has been put on the spotlight, with more resources available to recruit talent, acquire customers, and enter rapid growth.

The breakthrough of domestic industrial software is still a long way to go

In order to avoid domestic industrial software being “jammed”, to achieve the pursuit of foreign advanced industrial software and surpass, relevant experts said that you can start from the following aspects: First, focus on the core technology of high-end industrial software, give policy financial support, focus on the advantages of scientific research strength to carry out concentrated research; The second is to create a domestic industrial software innovation ecosystem; The third is to support the development and growth of domestic industrial software enterprises and help expand the application scenarios of industrial software innovation products; Fourth, strengthen the support of talents, finance and other factors, cultivate R & D talents, and encourage social capital to invest in domestic industrial software.

Without autonomous and controllable industrial software, the journey to industrial power has always been separated by a barrier, the support of national policies, the open spirit of innovation, the development strategy of promoting strengths and weaknesses, both internal skills and external forces, in order to gradually crack the problem of being subject to people.