Foreign capital accelerates “rushing to the beach” China's smart manufacturing market

Abstract Industrial upgrading is the only way for China's manufacturing industry, and intelligent manufacturing will run through the whole process. At present, the pattern of China's smart manufacturing openness has basically formed and deepened. Under the circumstance of the policy, many foreign investors have also begun to actively "snap" China's smart manufacturing. As the level of openness continues to increase,...

Industrial upgrading is the only way for China's manufacturing industry, and intelligent manufacturing will run through the entire process. At present, the pattern of China's smart manufacturing openness has basically formed and deepened. Under the circumstance of the policy, many foreign investors have also begun to actively "snap" China's smart manufacturing. With the continuous improvement of the level of openness, the field of capital cooperation between China and foreign countries has been expanding, and breakthroughs have been made in the fields of autonomous driving and new energy vehicles, industrial Internet, and robotics.

Complementary advantages in the automotive field

As the world's largest auto consumer market, the Chinese market is naturally a gathering place for global attention. The rapid development of new energy vehicles and autonomous driving technology has enabled the traditional industry of automobiles to start a new round of competition.

Recently, the new negative list has completely eliminated the restrictions on foreign-funded shares of special-purpose vehicles and new energy vehicles: the ban on the restriction of foreign-funded shares of commercial vehicles in 2020, the elimination of the restrictions on the foreign-funded shares of passenger vehicles in 2022 and the limitation of no more than two joint ventures. At this point, the automobile sector has a clear road map and timetable for opening up to the outside world, which has enhanced the predictability of openness and accelerated the deployment of foreign capital.

On July 10th, the news of Tesla's construction in Shanghai was settled. The Tesla Super Factory, which plans to produce 500,000 pure electric vehicles per year, officially settled in Shanghai's Lingang area, becoming the first outside of Tesla America. Super factory.

According to the agreement, Tesla will build a Tesla Super Factory in the form of sole proprietorship, which integrates R&D, manufacturing and sales functions in the Lingang area, including the Electric Vehicle R&D Innovation Center, the Tesla Super Factory, and SLA sells Chinese branches and so on.

China is currently the world's largest auto market and producer. Not only Tesla, Mercedes-Benz, BMW, Volkswagen, Toyota, GM and other international giants are promoting the automotive business in China. Among them, Honda signed a long-term cooperation agreement with China's artificial intelligence enterprise Shangtang Technology at the end of 2017 to jointly develop automatic driving technology. Honda provides a vehicle control technology system, and Shangtang Technology provides a visual algorithm and development platform to jointly develop an L4-level autonomous driving solution suitable for passenger car scenes.

The industry believes that new energy and autonomous driving are the development trend of the future car. The cooperation between China's automobile industry and the world will also advance rapidly. Through complementary advantages and mutually beneficial cooperation, we will lead the industry innovation.

Industrial Internet of Things welcomes strength and strength

The pace of foreign investment in China's industrial Internet of Things is also accelerating. Some of the world-famous manufacturing industry's century-old brands have gradually begun to rise with the rise of the information age, and the realization of the future picture of the manufacturing industry has come together. The cooperation between Siemens and Alibaba Cloud in Germany is one of the models.

At the beginning of last month, Siemens and Alibaba Cloud signed a memorandum of cooperation in Berlin. The two sides will cooperate and Siemens will use its Alibaba Cloud infrastructure to launch its Internet of Things operating system MindSphere. According to the memorandum signed by the two parties, Siemens will build MindSphere on Alibaba Cloud's server and launch it in 2019.

Prior to this, Siemens Industrial Cloud was only available through AWS (Amazon Web Services) and Microsoft's Azure online platform. In cooperation with Alibaba Cloud, Siemens' digital business will further enter China and jointly build an industrial IoT ecosystem.

Industrial industries such as electronic processing and manufacturing rely heavily on the Internet of Things. This cooperation with Siemens will promote the upgrading of Alibaba Cloud Industrial IoT services and products.

According to industry analysis, Siemens MindSphere Industrial IoT operating system will be deployed on Alibaba Cloud, based on Alibaba Cloud's powerful infrastructure services, to create a unique industrial IoT platform to promote the digital upgrade of China's industrial manufacturing industry.

The robot market is growing rapidly

With the rise of labor costs and industrial transformation and upgrading, it is an inevitable trend to use robots instead of people to do repetitive work. According to the International Robot Alliance (IFR), China's industrial robot sales will maintain a growth rate of 20% to 25% by 2020, and global sales will account for 40%, ranking the world's largest market.

In the face of China's huge industrial robot application market, Swedish ABB, Japan FANUC, Japan Yaskawa, Germany KUKA and other foreign veteran robot giants have already begun a strategic layout. Among them, ABB and Yaskawa Electric have established production bases in China.

Yaskawa Electric's industrial robot factory in Changzhou, Jiangsu Province, not only manufactures robots for assembling automobiles, handling, welding, and painting, but also involves the development, design, and production of accessories and parts; Napotsk, Japan, 2015 Co., Ltd. and Shanghai Electromechanical Co., Ltd. jointly settled in Wujin High-tech Zone; KUKA Robot Engineering Center signed a contract to settle in Shunde; ABB set up a wholly-owned subsidiary in Zhuhai and launched a robot application integration business; Yaskawa Electric United Group, fully entered the Chinese home appliance manufacturing market.

These giants have continuously innovated product forms and optimized product performance by cooperating with local Chinese companies and increasing research and development efforts. They have also objectively promoted the advancement of China's robot industry.

In response to the initiative to introduce foreign capital in the field of intelligent manufacturing, Liu Xingguo, researcher of the China Enterprise Confederation and director of the Enterprise Research Division, said in an interview with the Economic Information Daily that further opening up in the field of intelligent manufacturing will strongly promote the development of smart manufacturing in China. Promote the transformation and upgrading of the manufacturing industry, accelerate the improvement of the intelligent level of China's manufacturing industry, and improve the quality of manufacturing products and the value-added rate of manufacturing.

"For China's intelligent manufacturing enterprises, we must not only see the positive contribution of foreign investment into the overall development of the industry, but also the competitive pressure brought by the entry of foreign capital. We must take pressure as a driving force, vigorously carry out technological innovation, and accelerate the core technology of the industry. Breakthrough with basic technology, get rid of dependence on foreign technology, and achieve independent and controllable development.” Liu Xingguo believes that the key areas for the future opening of smart manufacturing may be the short-term links that exist objectively in China, including high-end process equipment manufacturing and industrial internet. Software and hardware facilities, process flow and production safety control system development.

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