Industries that benefit from Industry 4.0 include: interconnection, integration, intelligent production, data processing, and product innovation. It is recommended to focus on 10 related sub-sectors: Radio Frequency Identification (FRID), sensors, machine vision, intelligent machine tools, cloud computing, 3D printing, high-end robotics, industrial Ethernet, system integration, industrial automation. “Industry 4.0â€, a concept proposed by the German government in 2013, has only attracted more than a year of global attention, although it has been launched for more than a year. Domestic Industry 4.0 has recently been sought after, and it is the result of the news of the "Made in China 2025" plan, which is known as the "China Edition Industry 4.0 Plan" and will soon be reported to the State Council. The analysis believes that the era of Industry 4.0 has arrived. This industrial change is the closest to the gap between China's manufacturing and the world's advanced countries. It is almost at the same starting line. Therefore, whether it is a challenge for China's manufacturing industry to seize this industrial upgrade is also a huge opportunity. Since last year, "Industry 4.0" has continued to be the focus of attention of all countries including China. With the concept of “Industry 4.0†continuing to heat up in China, related concept stocks have also taken a good trend. GF Securities recently released a research report saying that Industry 4.0 is a long-term trend. Although there is no definitive model yet, the Chinese government attaches great importance to it. It is expected that the government will introduce China Manufacturing 2025 and other smart manufacturing plans this year (can be understood as the Chinese version). Industry 4.0), so Industry 4.0 will still be a relatively large theme investment opportunity this year. GF Securities said that it is estimated that there will still be room for growth in the industry 4.0 sector in the near future, but it is necessary to pay attention to the risks associated with the target, especially the quality of the M&A target. This year, the entire robot segment will shift from the purely theme investment in the past to “performance is kingâ€. Industry 4.0 is a very broad concept. Robots are just one of the common base platforms, including industrial software, intelligent machine tools, sensors, machine vision, lasers and industrial communications. From the mechanical point of view, recommend Oriental Seiko, robot (MES software or digital factory), Yawei (Intelligent Machine Tool), Jingshan Light Machine (3D Machine Vision), Jiashi Technology (standard automatic welding platform), it is recommended to pay attention to Keyuan shares , Soft Control Shares, Haide Control, Tianqi Shares, Jinming Precision Machinery, Bosch Shares, Shenyang Machine Tool and Huachangda. Guangfa Machinery: Thinking about the investment opportunities of this year's Industry 4.0 theme 1. Industry 4.0 is a long-term trend. Although there is no definite model yet, the Chinese government attaches great importance to it. It is expected that this year the government will introduce China Manufacturing 2025 and other smart manufacturing plans (which can be understood as the Chinese version of Industry 4.0). Industry 4.0 will still be a bigger theme investment opportunity this year. 2. Considering the strong demand for automation transformation of domestic manufacturing enterprises (especially large enterprises) and the huge subsidies (mainly for domestic robots) facing the robot industry at the national level are expected to officially land this year, the market demand of the robot industry will be compared this year. it is good. However, companies in the robotics industry have not been able to achieve beyond expectations through endogenous growth. Therefore, from the perspective of investment, more attention should be paid to outbound mergers and acquisitions, as well as thematic investment opportunities like Industry 4.0. 3. What kind of target is Industry 4.0? Existing automation plants or digital factories, industrial robots, servos, sensors, etc. already exist. However, this is only the basic condition. Only the above devices have the characteristics of active sensing environment, product technology and operator level, actively adjust software and programs, automatically adapt to changes around, and continuously learn and optimize their control performance according to these changes. Is to talk about real smart manufacturing. Industry 4.0 is part of the future intelligent, networked world. There is no definitive model. It is recommended to pay attention to the changes in the industry's direction to the industry 4.0, such as more intelligent, rather than static standards. 4. How to implement Industry 4.0 in stages? If it is only to solve the main problems facing the manufacturing industry nowadays, it is right for domestic enterprises to carry out automatic transformation of production lines or promote digital workshops. First, achieving Industry 3.0 is a more realistic goal. If you want to transform the equipment into a similar industry 4.0, you should now make some layouts, and make some definitions in the purchased equipment (such as the intelligence level, flexibility, and configurability of the equipment), and strengthen the industry such as MES. The promotion of software is the first to realize the digital workshop. Industrial software represented by MES will play a key role in the transformation of digital workshops, and it is also lacking in domestic manufacturing. 5. We are still optimistic about the investment opportunities of Industry 4.0 this year. It is estimated that there will still be room for growth in the Industry 4.0 sector in the near future, but we need to pay attention to the risks of related targets, especially the quality of the M&A targets. This year, the entire robot segment will be transferred from the past pure theme investment. For "performance is king." Industry 4.0 is a very broad concept. Robots are just one of the common base platforms, including industrial software, intelligent machine tools, sensors, machine vision, lasers and industrial communications. From the mechanical point of view, recommend Oriental Seiko, robot (MES software or digital factory), Yawei (Intelligent Machine Tool), Jingshan Light Machine (3D Machine Vision), Jiashi Technology (standard automatic welding platform), it is recommended to pay attention to Keyuan shares , Soft Control Shares, Haide Control, Tianqi Shares, Jinming Precision Machinery, Bosch Shares, Shenyang Machine Tool and Huachangda. "Made in China 2025" China Edition Industry 4.0 is inseparable: 1 In January 2013, the Chinese Academy of Engineering and the Ministry of Industry and Information Technology and the General Administration of Quality Supervision, Inspection and Quarantine took the lead in implementing the “Making Powerful Country Strategy Research†major project. The goal is to determine the stage goals and targets of China’s becoming a manufacturing powerhouse through research and reports, and propose to enter in 2020. Guidelines and strategic countermeasures for the creation of a strong country. 2 In April 2013, an external event occurred, that is, Germany first ejected the “Industry 4.0†strategic plan during the Hannover Industrial Fair. 3 The “Major Manufacturing Strategy Research†major project was upgraded to the “Made in China 2025 Plan†jointly prepared by the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Science and Technology and the State-owned Assets Supervision and Administration Commission. 4 The draft has been formed and will be submitted to the State Council for approval. According to the plan of Industry 4.0, there are five core links: interconnection, namely CPS intelligent network, integrated control, intelligent production, data processing, product innovation. For these five core links, the industries benefiting include RFID, IoT, sensors, machine vision, intelligent machine tools, cloud computing, 3D printing, wearable devices, and automotive electronics. According to the statistics of Eastern Wealth (0.00, 0.000, 0.00%) Choice, the major brokerage institutions have rated the stocks and targets of the stocks, and the multi-share fundamentals are good, with a large upside. Industry 4.0 concept stocks at a glance: 1 Shenyang machine tool 2 Huazhong CNC 3 Dongtu Technology 4 Guang Yunda 5 gold laser 6 Hanwei Electronics 7 New World 8 Jingshan light machine 9 Desai battery 10 Hyde Control 11 Lutai A 12 Zhiyun shares 13 New Time 14 Blue British equipment 15 Huachangda 16 Yawei shares 17 days of crankshaft 18 Linzhou heavy machine 19 robot 20 engwayeng 21 Superstar Technology 22 Huichuan Technology 23 Meisen 24 Donghua test Euroblock, short for "European-style terminal block"; is a combination of a low-voltage disconnect (or pluggable) connector and terminal block commonly used for microphones and line-level audio signals , and for control signals such as RS-232 or RS-485. It is also known as the Phoenix connector and comes from a German Phoenix Electric Company, which was established in 1981 in Harrisburg, Pennsylvania, USA. Also known as "Plug-in Terminal Blocks" or "Two-Piece Terminal Blocks". 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