On September 4th, the Ministry of Industry and Information Technology issued the Guiding Opinions on the Development of Industrial Big Data (Draft for Comment). The opinion draft proposes to promote the application of technologies such as 5G and NB-IoT in industrial scenarios and support enterprises to build industrial big data integration platforms and big data centers. Guide the construction of the National Industrial Internet Big Data Center, and encourage enterprises, research institutions and other entities to actively participate in key technology research and experimental verification of data circulation such as blockchain and secure multi-party computing, so as to reduce the risk of industrial big data circulation.

The chief economist of the Ministry of Industry and Information Technology once said, "As a product of the deep integration of the new generation of information technology and manufacturing, the industrial Internet is of great significance for deepening the supply-side structural reform, releasing the growth potential of the digital economy and achieving high-quality economic development."

According to the analysis, industrial internet, as one of the key directions mentioned in the new infrastructure, is expected to continue to gain policy inclination in the future. The arrival of 5G will reshape the digitalization process of the entire industrial manufacturing field. At present, traditional industries have begun to accelerate the adoption of industrial Internet technology and applications. With the acceleration of the commercialization process of 5G, the application scenarios of related industries will continue to be rolled out to the manufacturing industry in the future, boosting the transformation and upgrading of the manufacturing industry.

In terms of related companies, according to the industrial Internet section of the theme library of the stock selection treasure (xuangubao.cn),

Jin Ming Seiki: The company independently developed a dedicated industrial big data platform, and successfully realized the grid-connected service of more than 60 kinds of smart devices around the world. In addition, the company is one of the leading enterprises in the early stage of flexible screen, and the BOPET film production line independently developed has successfully tried to produce optical substrate films and put them into production smoothly.

Oriental Guo Xin: The company has an industrial big data intelligent interconnection platform project. In addition, the company has joined hands with Huawei to promote the development of Kunpeng industry, and will transform the company's big data application system to support Huawei's Taishan server. In addition, Yitong Information, a subsidiary of the financial sector, added eight customers including Hebei Bank this year, with orders increasing by 25% year-on-year, and newly expanded three important customers: Taikang Insurance, Sunshine Insurance and China Export Credit Insurance Corporation. Technically, the company's share price has recently been superimposed and in good shape.

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