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Promoting Industry 4.0 Awareness The article published by WEF points out that based on the ubiquitous mobile Internet, smaller, cheaper, more power-efficient displays and artificial intelligence, the Fourth Industrial Revolution transformed production from speed, scale, and other aspects. , distribution and consumption systems may even transform the nature of human nature. The topics discussed in this year's Davos Forum will include how the Fourth Industrial Revolution will change various industries, including medical care, mobile communications, financial services and education; how to use technology to boost economic growth instead of expanding unemployment and income inequality; How to make breakthroughs in the field of science and technology help solve global common problems, such as climate change and public health; how emerging technologies can change global security prospects.
WEF Chairman Schwab wrote that the world today faces many challenges. The strongest and most influential one is the Fourth Industrial Revolution. This will be a fundamental change that, while daunting, will also bring eye-catching opportunities.
Schwab said that future scientific and technological innovation will bring "miracle of supply side" and increase productivity and efficiency. Reduced transport and communications costs, logistics and global supply chains become more efficient, and reduced trade costs, all of which will bring new markets and drive economic growth. On the supply side, many industries will introduce new technologies and serve existing needs in new ways, which will significantly impact the existing industry value chain. In terms of demand, with the rise of transparency, consumer participation, and the emergence of new consumer behavior patterns, companies will have to adapt to new product and service design, marketing, and distribution methods.
Schwab pointed out that the existing industry structure will be destroyed, and the "sharing economy" and "demand economy" have emerged. The new technology platform lowers the barriers to business and personal wealth creation and changes the labor force's business environment. But the fourth industrial revolution will also bring about greater inequality, especially the potential damage to the labor market.
Broadman, the chief executive of the German Industry Association (VDMA), representing more than 3,000 small and medium-sized companies, said that this year's annual Davos will raise the world’s awareness of opportunities for Industry 4.0, which means more than just economic opportunities. It will have an impact on society. Europe is currently developing a political framework for Industry 4.0.
Market heat rises With the opening of the Davos Forum, the Industry 4.0 concept stocks have performed. In the A-share market, the smart manufacturing sector gained a lot during the past two days' rebound. In the Hong Kong stock market, concept stocks such as Nanjing Panda Electronics, ZTE, and China Software International (00354.HK) also performed well in the past two days, especially on the 19th.
Changjiang Securities said that the Davos Forum will be held at its annual meeting, “Controlling the Fourth Industrial Revolution†as the theme of the conference, bringing great interest to the sector. In addition, the smart manufacturing project implementation plan has been completed in the near future. “Intelligent Manufacturing†is accelerating from the strategic layout to the industrial entity. Enterprises with capital and technological advantages are expected to grow rapidly.
CSC Securities believes that after the rapid decline in the first two weeks of 2016, the valuation of the smart manufacturing sector was comparable to that of September 15, 2015, and the valuation pressure has effectively eased. Looking forward to 2016, the continuous increase in the labor cost of manufacturing labor caused by the reduction in domestic labor supply will remain unchanged. The in-depth implementation of “Made in China 2025†will still have relatively strong demand for smart manufacturing equipment, structural reform on the supply side, and intelligent manufacturing engineering (special planning The stimulus for policies such as the "13th Five-Year Plan" and robots is expected to be reflected later in the first quarter of this year. Adhere to the strategic layout of smart manufacturing.
China Merchants Securities analysts believe that the Davos Forum held, the market's enthusiasm for the Industry 4.0 and smart manufacturing topics is expected to heat up, the best time to place intelligent manufacturing. In 2015, the fundamentals of certain smart manufacturing and industrial 4.0 companies have been significantly improved. The smart manufacturing-related business is expected to become the company's main business in 2016, and its performance will achieve rapid growth. Smart manufacturing will rise to the national strategic level. Under the influence of the above factors, smart manufacturing is expected to become one of the themes that contribute to excess returns in 2016.
Davos Forum Highlights Industry 4.0 Smart Manufacturing Station Upwind
[China Instrument Network Policy Regulations] The 46th World Economic Forum (WEF) Annual Conference will be held in Davos, Switzerland from January 20th to 23rd. The theme of this year's annual meeting is "Controlling the Fourth Industrial Revolution." Analysts said that the Davos Forum focused on Industry 4.0, will stimulate the market's enthusiasm for this concept, smart manufacturing and other sectors will benefit.