Controlling the Industry 4.0 Revolution Lights Up "China's Wisdom"

Controlling the Industry 4.0 Revolution Lights Up "China's Wisdom"

"The convening of the Davos Forum is expected to become a catalyst for the rise of such conceptual stocks as Industry 4.0 and smart manufacturing." Yang Delong, chief strategy analyst at the South Fund, said in an interview. “The theme of this year's Davos Forum is 'Controlling the Fourth Industrial Revolution', mainly referring to Industry 4.0 and smart manufacturing. Recently, the stock market has experienced a wave of declines, leading to a greater decline in the number of conceptual stocks such as Industry 4.0 and smart manufacturing. ."

Yang Delong believes that China is now in the process of economic transformation. The demand for industrial upgrading is huge, and the traditional industries are gradually shrinking. Industry 4.0 and intelligent manufacturing are in line with the needs of national economic development and represent the future direction of China's economic development. Therefore, conceptual stocks such as Industry 4.0 and smart manufacturing will also be the subject of investment in 2016.

Recently, the latest statistics from the China Robotics Industry Alliance (CRIA) show that, thanks to the support of relevant policies and the pull of traditional industries, the domestic industrial robot market achieved stable growth in 2015. In the first half of the year, a total of 11,275 industrial robots were sold, up from the same period last year. The growth rate was 76.8%, which represented a growth of 27% in comparable sales, which was 66.5% of the total sales in 2014. It is estimated that the total sales of domestic industrial robots will exceed 22,000 units in the year, an increase of around 30% year-on-year.

“The so-called fourth industrial revolution is represented by a series of scientific and technological advances, such as mobile Internet and cloud technologies, big data, new energy, robotics and artificial intelligence technologies. The related subject matter concept stocks will become the key areas for future industrial development. It is also the main target for the continued pursuit of major funds. This will also drive the market to be optimistic about high-tech stocks. The GEM Index will also become the major leading index for the A-share market in the future.” Yi Kai, Director of the Securities Research Center of Hunan Golden Securities Consulting Co., Ltd. Told reporters.

China Merchants Securities industry analysts believe that there have been six changes in the smart manufacturing (Industry 4.0) field in 2015: First, the rise of domestic robots. The market share of domestic industrial robots has increased significantly, and some companies’ robot-related businesses have developed at a high speed. Second, China has made 2025 releases. The first five-year plan for smart manufacturing has risen to a national strategy. Third, there has been frequent mergers and acquisitions in smart manufacturing. Promote the gradual increase of industry concentration and the rapid expansion of related listed company's revenue; Fourth, the smart manufacturing demonstration project landed. The state has begun to support smart manufacturing with real financial support. Fifth, listed companies have started to invest in increasing the number of raised funds through smart manufacturing. Sixth, new domestic service robots have begun to sprout.

"Under the backdrop of unsatisfactory global economic growth expectations, the Davos Annual Conference seems to find a way to solve the global economic difficulties. This new industrial revolution will bring new momentum to global economic growth. At the same time, it will also The new theme investment opportunities in the capital market have been spawned, and advanced manufacturing fields such as industrial robots are expected to usher in a new round of development and once again light up 'China's intellectual creation'," said economist Song Qinghui.
(Source: Securities Daily)

Controlling the Industry 4.0 Revolution Lights Up "China's Wisdom"

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