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互联网化智能制造是升级最优方向,坚定看好这将是未来持续3年的投资大机会!近一个月,又拜访10余家企业及技术专家,调研情况反馈国内制造各行业的智能化、信息化升级需求非常庞大。有以下几点细节值得重视:1.2015年起每年新增适龄劳动力人口下降1500万人,按替代每个工人需投入10万元计,智能制造的投资总额将超一万亿元人民币。2.需求的触发在于政府是否推动,而是企业会获得真切的利益,一般投入回报期限定在1-2年。因此更适合国情、成本回收期更短的局部优化和升级
Internet intelligent manufacturing is the best direction to upgrade, firmly optimistic that this will be the future 3 years of investment opportunities! In the past month, visit more than 10 companies and technical experts, research and feedback on the domestic manufacture of various industries intelligence, information The demand for upgrading is huge. The following details are worth noting: 1. From 2015 onwards, the number of new-age working-age workers will have to drop by 15 million each year. To replace each worker by 100,000 yuan, the total investment in smart manufacturing will exceed 1 trillion yuan. 2. The demand trigger is whether the government to promote, but the business will get real benefits, the general investment return period is set at 1-2 years. Therefore, it is more suitable for the national conditions and has a shorter period of partial cost optimization and upgrading