It was reported in the morning that the "Made in China 2025" plan will be officially launched within this month. It is understood that the plan has been approved by the executive meeting of the State Council in March.

 

Premier Li Keqiang pointed out in the 2015 government work report that it is necessary to implement "Made in China 2025", adhere to innovation-driven, intelligent transformation, strengthen foundation, and green development, and accelerate the transformation from a manufacturing power to a manufacturing power. According to the Ministry of Industry and Information Technology, the "Made in China 2025" plan will appear in the "1+10" model combining top-level design and key industries. The content is not only transformation and upgrading, but also the "deep integration of industrialization and informatization" is also highlighted. . Since "Made in China 2025" draws lessons from the German Industry 4.0 plan in many aspects, the "Made in China 2025" plan is generally called "China's version of Industry 4.0" by the market.

 

Everbright Securities believes that although the state encourages and supports emerging industries and service industries, the current manufacturing industry is still the most international and competitive industry in China, and it is also the most critical and direct driving force for China's economic growth. is the trend. The development space for robots, unmanned aerial vehicles, large-scale complete equipment manufacturing, and infrastructure manufacturing is still very broad. Against the background of increasing industry concentration, leading enterprises such as China North and South Motors will usher in a historic opportunity for development.

 

Guotai Junan believes that "Made in China 2025" outlines the blueprint for the development of the manufacturing industry in the next 10 years. The integration of the Internet and traditional industries will be the commanding height of the new round of development of Chinese manufacturing, and intelligent manufacturing will be the main direction of Chinese manufacturing in the future. Driven by this, a large number of domestic manufacturing companies will actively explore transformation and upgrading, bringing new investment opportunities to A shares.

 

Haitong Securities Research Report stated that Industry 4.0 is about to rise to the level of national strategy. With the gradual implementation of the policy, the investment opportunities it triggers are expected to last throughout the year. The five core links of interconnection, integrated control, intelligent production, data processing, and product innovation all contain huge investment opportunities, radio frequency identification, Internet of Things, sensors, machine vision, intelligent machine tools, cloud computing, 3D printing, wearable devices, automobiles Nine major industries including electronics are expected to benefit. Relevant listed companies can pay attention to Hanwei Electronics, AVIC Electronic Measurement, Zhongrui Xtron, Century Real, Songde, Robotics, Haide Control, Dongtu Technology, Baosight Software, Jintuo, Polaroid, AVIC Machines, Yinbang shares, Tianqi shares, Meiya Optoelectronics, *ST Hetai, Huanxu Electronics, Great Wall Motors, etc.

 

Stimulated by the good news, industrial 4.0 concept stocks were active this morning. As of press time, the sector has risen by more than 3%. HKUST Intelligent and Shenyang Machine Tool have daily limit, Dongtu Technology and Yawei shares have all risen by more than 5%.