Digitalization of Industrial Manufacturing | Favorable Signals for AI Integration in 2025
We have learned from China Securities Journal that on August 1, eight departments including the Ministry of Industry and Information Technology issued the "Implementation Plan for the Digital Transformation of the Machinery Industry." The plan aims to widely apply digital technology to product R&D, design, manufacturing, management, and service by 2027. It is expected that by then, more than 200 excellent smart factories will be built, and the digitalization and intelligence of machinery enterprises' research and development, production, and supply chain management will be significantly enhanced.
The implementation plan proposes that by 2030, industrial enterprises above a certain scale will basically complete one round of digital transformation. Key enterprises are expected to realize data connectivity and sharing along their upstream and downstream industries, with more than 60% of the total enterprises achieving intelligent manufacturing capabilities. By then, the industry's digitalization and intelligence level is expected to rise significantly.
Recently, Wuhan Investment Group Co., Ltd. signed a strategic cooperation agreement with East Lake High-Tech Zone. The core content includes establishing a 100 billion yuan investment fund for robotics innovation in Hubei Province.
The innovation center is responsible for building an industrial robot park. The center has already started supporting the industry's development, and next to it will be a future smart factory area where companies can conduct trial production and prepare for large-scale production.
Industrial digitalization aims to improve industrial productivity, quality, and flexibility through information technology applications while reducing costs and resource consumption. Its ultimate goal is to build intelligent factories. Industrial digitalization is a key path and core content of new-type industrialization, driving the development of new industries and modes such as smart manufacturing, personalized customization, and service-oriented manufacturing.
At the same time, artificial intelligence (AI) has become an important application area for manufacturing, bringing new opportunities to industrial digitalization. AI will accelerate technological innovation in the industrial sector, providing auxiliary design and accelerating the development of new products in R&D, while making machines more intelligent and efficient in execution.
A research report by China Goldstone Securities notes that the long-term prospects for industrial software are vast, with low penetration rates, low localization rates, and technical barriers. The essence of industrial digitalization is to condense knowledge and expertise in the industrial sector, creating a deep moat for the industry.
A research report by Zheshang Securities points out that China's industrial big data application is expanding from single-technology applications to multi-scenario coverage across industries. In the future, it is expected to form intelligent, business-oriented, and physical-oriented products, reshaping the entire production, manufacturing, management, and service chains.
Related concept stocks:Innovation Wisdom (02121): Innovation Wisdom has announced that its AInnoGC industrial big model has completed a technology upgrade. The company has already finished adapting the DeepSeek-R1 distillation process to its AInno-75B technology.
Sunrise International (02155): Sunrise International is committed to becoming a global leader in providing core equipment, value-added services, and smart factory solutions for the industrial sector. The company's main business includes design, manufacturing, installation, and maintenance services, mainly applied to core equipment, process systems, and overall solutions.
Zhonglian Heavy Industry (01157): As a leading manufacturer of high-altitude work machinery, Zhonglian Heavy Industry is committed to its globalized service strategy for intelligent high-mechanical equipment. The company has not only strengthened its localized services but also promoted the upgrading of its service model through digitalization and intelligence.