On the last day of 2018, in the cold but beautiful coastal city of Dalian in the northeast, I would like to wish my friends and Chinese business owners “Happy New Year!”
This is my fourth year of preparing the New Year’s Statement. What do you want to tell everyone this year? In other words, what has been unforgettable to me this year? When I questioned my heart, three things came to the fore.
The first thing is the 40th anniversary of reform and opening up
On the morning of December 18, the party and the country held a grand meeting to celebrate the 40th anniversary of reform and opening up. This means that the reform and opening up that changed China’s modern history began in 1978, the year of the Third Plenary Session of the Eleventh Central Committee of the Communist Party of China. That year, I happened to be fortunate enough to be admitted to Peking University. 1978 was my lucky year, a turning point in my life. Before that, I was a temporary worker in a small company in Northeast China, and then I entered a university that I could not even dream of.
At university, I studied history, and after graduation, I entered the Chinese Academy of Social Sciences to study history. Seven years of training, willing to use historical thinking in everything. real,In 40 years, less than a Jiazi, China has experienced earth-shaking changes that have never been seen in modern history in 200 years of humiliation.In fact, it is not just 200 years. Anyone who has studied Chinese history knows that it is a great change that has hardly been seen since the unification of China for more than 2,000 years, a great change of 1.4 billion Chinese people. Not only foreign scholars can’t read it, but we have experienced it ourselves, and sometimes we find it amazing.
I remember that in 1985 I went to study in Japan, the first time I took the Shinkansen (Japanese high-speed rail), and the first time I lived in a single room in a foreign student dormitory with air conditioning, a bathroom, and blinds. I saw Japanese teachers and classmates have Driving, and all of this has become the standard for ordinary Chinese today.
Our generation, who have gone through these 40 years, and the two generations of Chinese who participated in it, should be grateful to this era, to the people who contributed their youth and sweat to this era, and even more to the planning and leadership of this era. The party and government of the era.
The second thing China-US trade war
The Sino-US trade war, from the beginning of the year to the end of the year, has lasted for almost a year, and it will continue. Now everyone sees more and more clearly that it is a trade war, but not all trade wars. In essence, the United States really wants to prevent, at least slow down China’s progress, the speed of development, and the further enhancement of its national strength.The core of which is to prevent or slow down China’s technological progress, especially in the high-tech field, to manufacture the pace of new technologies and new industries in the 2025 plan.
I am habitually willing to read this kind of news every day, sometimes resentful, sometimes pondering. When the so-called deep thinking is to look at the “Sino-US trade war” with historical thinking, many things are relieved:First of all, it is not a question of whether we should continue to “hide our strengths and bide our time”,Even if Trump does not come to power or Hillary Clinton takes office, he must implement a strategy of blocking China, but it may be in a different way. “What should come will come.”
Secondly, this year, our party and government’s countermeasures are relatively mature. We can make compromises where we need to compromise (expanding exports and reducing the deficit), and we should never compromise on the bottom line (basic political and economic systems).The 70-year history of New China and the 40-year history of reform and opening up have tempered a mature party and government, and tempered a mature nation.
Third, self-confidence.On the macro level, that is, the general direction and strategy, we can follow how we want to go, expand opening up, expand the attraction of foreign capital, expand the private economy, and take the road of high-quality development; on the medium level, continue the 2025 Industrial development strategy; on the micro level, Reduce the burden on enterprises, especially small and medium-sized enterprises. Regardless of the wind and rain, it is better than a stroll in the courtyard.
Following this path, I feel that when the 50th anniversary of reform and opening up is celebrated in 2028, there may be an amazing change in the balance of power between China and the United States!
The third thing Industrial internet
It has to be said that 2018 was the busiest year for the “Industrial Internet”.
In reverse, on December 27, Ziguang Group held the Ziguang Cloud Conference in Tianjin. On December 18, Zoomlion released the Yungu Industrial Internet Platform of “Intelligent Connecting Everything, Cloud Leading the Future”. On October 18th, Midea released the M-IoT industrial Internet platform that “connects people and all things, and inspires the world of beauty”. On June 8, Foxconn’s high-tech road finally took a key step: Foxconn Industrial Internet Company (Industrial Fulian) officially opened on the A-share market.
This year, Huawei also took the lead in the industrial Internet. Zheng Yelai, Vice President of Huawei and President of Huawei Cloud BU, has been busy this year. He heard his speech in Suzhou on May 10 and also in Guangzhou on November 23: “A different Huawei cloud, the real economy enabler”. Like Huawei, Sany’s roots are interconnected, and this year is also making great efforts. President He Dongdong can also be seen running diligently in many places. This year, from the beginning of the year to the end of the year, GE Predix’s toss is not light.
Ali was very early in the layout of the Industrial Internet. On August 24, Ma Yun said at the Chongqing Zhibo Expo that 90% of the manufacturing industry will be on the Internet in the future, and intelligent new technologies such as intelligent manufacturing, IoT, and blockchain will play an increasingly important role in new manufacturing. At the Chongqing Conference, Ali released the Feixiang Industrial Internet Platform, claiming that it will connect 1 million industrial equipment in the next three years to help 4,000 manufacturing companies in Chongqing realize “intelligent manufacturing”. It also released the phased results of the cooperation between Panzhihua Iron and Steel Group and Ali ET Industrial Brain.
It is said that through the cooperation with Alibaba Cloud, Panzhihua Iron and Steel Co., Ltd. has conducted mining and analysis on the production process and testing data related to the whole process of steelmaking, such as vanadium extraction, desulfurization, converter steelmaking, refining, and continuous casting, which can save 4 million kilograms of steelmaking a year. raw material. According to the defect identification data of cold-rolled table inspection, Alibaba’s industrial brain can also assist in manual judgment. At present, more than ten kinds of defects can be accurately identified.
Of course, like many people, I also muttered in the depths of my heart: 3 years later, that is, by 2021, 1 million industrial equipment will be connected to the Alibaba Industrial Internet, and 4,000 manufacturing enterprises in Chongqing will be intelligentized. Oh my god, how arduous , yet what a great task!
Observing Ali’s rapid pace, Tencent couldn’t sit still. On October 31, Tencent CEO Ma Huateng issued an open letter, saying that the first half of the mobile Internet is coming to an end, and the prelude to the second half is starting. Ma Huateng said that next, Tencent will embrace the industrial Internet. Possibly in order to construct a new system or to show the difference, Ma Huateng deliberately did not call it the Industrial Internet, but proposed the concept of “Industrial Internet”. Tencent just threw out this concept, and some people immediately wrote an article, thinking it was a pseudo-concept.
My Xiyi team has also been coerced into the tide of the Industrial Internet this year. By the end of the year, entrusted by the government, we had surveyed 2,170 manufacturing companies on the level of awareness and construction capabilities of intelligent interconnection (smart manufacturing + industrial Internet). Looking down, the general impression is cautious and optimistic, and there is a long way to go. Specifically, there are the following two impressions.
The first impression: 0.1%, 3%, 97%
Based on our sample size, it can be concluded that:
Less than 1 in 1,000 companies have the ability to build an industrial Internet platform.
Less than 3% of enterprises have the ability to build intelligent interconnection within enterprises.
However, more than 97% of small and medium-sized enterprises cannot complete the internal intelligent interconnection construction by themselves, let alone create an industrial Internet platform.
By the end of 2018, 1 in 1,000 enterprises capable of building platforms have initially built 10 types of industrial Internet platforms:
one
Iaas cloud service platform:Alibaba, Tencent, and Huawei are at the forefront. The three major telecom operators are trying to squeeze forward, and Ziguang Cloud and Inspur Cloud are also stepping up the pace of building platforms.
Second
IoT (device) cloud service platform:The construction of such platforms is advancing by leaps and bounds. It is relatively solid and provides services outside the industry. The first is the root cloud platform of the tree root interconnection, the Dongfang Guoxin platform. Recently, Ziguang Cloud has also achieved success in the management of motor cloud in iron and steel enterprises.
third
MES cloud service:On the one hand, traditional big MES software vendors, such as Siemens, have started cloud services, and domestic Baoxin and Zhejiang University Central Control are also accelerating their cloud service transformation; on the other hand, a large number of unknown small MES software vendors are also trying to provide Cloud MES services, and there are already successful cases.
Fourth
Enterprise-level application software cloud services:Client-side applications have already formed scale, such as Salesforce, etc., but the core application side of ERP or PLM is not yet successful and applied on a large scale, although they are all labeled with cloud.
Fifth
Enterprise-level management solution cloud service:This field is still in the early stage of exploration, and Xiyi’s core capabilities of cloud inspection and cloud diagnosis are considered an initial attempt.
Sixth
Big data algorithm cloud service:In this regard, based on the experience accumulated in the consumer Internet and a strong group of algorithm experts, Alibaba Cloud is rapidly and striding into the field of traditional industries. The speed and scale of this advance have made traditional business operators intimidated. Of course, a large number of small big data algorithm service providers are not afraid, and are rapidly accumulating practical cases in their respective professional fields.
Seventh
Professional solution cloud service:This year, a number of professional solution cloud service providers emerged, such as injection molding cloud, shield cloud, etc. Based on the strong promotion of the government and the in-depth understanding of corporate decision makers, a number of such professional clouds have appeared this year, and it is expected that they will spring up in 2019.
its eight
Industry vertical value chain reconstruction cloud:After Haier COSMOPlat, Midea has followed closely; after XCMG Cloud, Zoomlion has also followed closely.
its nine
Ambitious full coverage cloud services:Looking closely at Ali and Huawei, and seeing their figures running around, it is obvious that these two cloud platforms will never be limited to Iaas, nor will they be limited to IoT devices. Based on their size, ambition, and capital And talents, they have the tendency of downhill tigers that take everything up and down, and take everything in many fields. In terms of full coverage, we cannot ignore the Foxconn Industrial Internet, although it is still undergoing various adjustments and has not yet exerted its strength.
its ten
Xiaomi cloud platform:In the field of industrial Internet, no one has mentioned Xiaomi, and the relevant organizations of the industrial Internet can hardly see its presence. Compared with Huawei mobile phones, many people are not optimistic about Xiaomi. I feel that what threatens Haier, Midea, and almost all B2C cloud service platforms is not the platforms in the industry that we can see at present, but the platforms outside the industry that we can’t see or even despise.
Haier COSMOPlat claims to be a customized industrial Internet cloud platform, but in terms of the actual results (order KPI) that its platform should produce, Xiaomi is not more solid and sophisticated in customer customization! Xiaomi is actually a product manufacturer like Huawei and Haier, although the manufacturing is out