The integration of 5G and the industrial Internet is an important direction

At the 2018 Central Economic Work Conference, 5G, artificial intelligence, industrial Internet, Internet of Things and other related infrastructure were defined as “new infrastructure construction”.

In 2019, after 5G was commercialized, the industrial Internet received important technical support and began to fully penetrate into the production field.

Entering 2020, the country’s attention to new infrastructure has been further enhanced. As one of the subdivisions of the new infrastructure, the industrial Internet has further highlighted its strategic position, and under the strong promotion of policies, the development of the industrial Internet is about to speed up.

Compared with “four trillion”, the “new” of the new infrastructure is reflected in the infrastructure construction of the digital industry. The industrial Internet is the only direction that is related to the integrated development model in other fields.

5G, big data centers, artificial intelligence and industrial Internet constitute the new driving forces for China’s economic growth in the future, and also spawn countless investment opportunities in the upstream and downstream of the industrial chain.

How to catch the bull by the nose?

Huachuang Securities said that Yonyou Network, Oriental Guoxin, and Baoxin Software are actively laying out industrial Internet business.

Jinzi Tianzheng can provide users with systematic, advanced, customized and cost-effective industrial automation comprehensive solutions, and has reached the international advanced level in the field of intelligent control and high-power AC speed regulation.

Saimo Electric is committed to providing industrial Internet platform and intelligent manufacturing system solutions, and has established a domestic intelligent manufacturing ecosystem with considerable strength, bringing together industrial Internet platform, industrial robots, intelligent logistics, smart factories, smart power plants and other business segments.

Huaxi Securities said that the industrial Internet platform industry is still in the early stage, and the business model and profit model have yet to be discussed: the relatively concentrated platform manufacturers in the market have good investment value, and the relevant beneficiaries include manufacturing enterprises Haier Zhijia, Sany Heavy Industry (Root Internet), Industrial Fulian; Software companies UF, Oriental Guoxin and so on.

The industrial Internet is gradually falling from the concept to the industrial scale level, and the network and hardware fields from network to perception to industrial production are expected to benefit first.

1) Coordinated development of external network and internal network upgrade and construction of industrial Internet infrastructure: industrial benefit targets are mainly industrial Internet CDN that can guarantee network delay, reliability, security and other indicators, such as network housing technology. Intranet level through the industrial bus, industrial Ethernet to achieve the full interconnection of people, machines, and things, related industries benefit from the target of Dongtu Technology, star network Ruijie, Yinghan Tong, purple light shares (Xinhua 3) and so on.

2) Front-end information acquisition: identification analysis system + intelligent sensing + industrial vision, industrial Internet perception system, including RFID related benefit targets; Yuanwang Valley, century Dingli, etc.; Smart sensing related beneficiaries include Hanwei Electronics, etc.; Industrial vision-related industries benefit from targets including Tianzhun Technology, Saiteng shares, etc.

3) Industrial robots +AGV core key components domestic replacement opportunity period: industrial robots and AGV upstream parts industry is mainly reducer, servo motor, frequency converter, controller, related benefit targets: Huichuan technology, Estun, Yingweiteng, double-ring transmission, ZhongDali and so on.