The industrial Internet is a new type of infrastructure, application model, and industrial ecology that is deeply integrated with the new generation of information and communication technologies represented by 5G, AI, IoT, and big data. It is closely related to industrial digitalization, and manufacturing transformation and upgrading.
The industrial Internet is considered to be an important cornerstone of the fourth industrial revolution. It has been highly valued by society and has been included in the Government Work Report for six consecutive years.
In December 2020, the Industrial Internet Special Panel issued the Industrial Internet Innovation and Development Action Plan (2021-2023), which focused on five aspects including infrastructure, integrated applications, technological innovation, industrial ecology, and security, and formulated eleven key actions and ten key projects.
The three-year period is about to expire. The current industry scale of the industrial internet has exceeded CNY 1.2 trillion, and industry applications have expanded to 45 national economic categories. Industrial Internet has become a key support for China's digital transformation and high-quality economic and social development. According to IDC's forecast, by 2025, China's industrial Internet platform and application solution market will reach USD 5.61 billion (about CNY 36.16 billion), with an average compound growth rate of 29.6% from 2021 to 2025, entering a period of rapid development.
At the same time, a group of industrial Internet companies has gone overseas by relying on self-developed technological breakthroughs and industry data accumulation, becoming an important part of the output of Chinese manufacturing companies' capabilities and the development of target market industries. Facing a broader world, China's industrial Internet companies not only have the advantage of relying on the strong foundation of Chinese manufacturing but also face the challenge of lack of brand awareness and difficulty entering the supplier system of leading manufacturing companies. Checking the practices of pioneers going overseas will help us clarify the key elements of building an international industrial Internet brand, so as to help more relevant companies find their positions and broaden their horizons.
ROOTCLOUD (树根互联)
Founded in 2016, ROOTCLOUD integrates the new generation of information technology with manufacturing and develops an industrial Internet platform with the industrial Internet operating system as the core. Its solutions include intelligent manufacturing IIoT, product intelligence IIoT and industrial chain IIoT, which are applied to digital transformation scenarios such as intelligent production management, product and service innovation, and industrial chain collaboration of industrial enterprises.
ROOTCLOUD's services span dozens of industrial segments such as equipment manufacturing, iron and steel metallurgy, automobiles and spare parts, and electrical. It has provided services for thousands of companies such as Eddie Precision (艾迪精密), Honda, Jianlibao (健力宝), Yinlun (银轮股份), and Great Wall Motors (长城汽车). In 2021, ROOTCLOUD assisted Sany Heavy Industry's (三一重工) pile driver factory to be awarded the first "Lighthouse Factory" in the heavy industry by the World Economic Forum.
From 2019 to 2022, ROOTCLOUD has been continuously selected into Gartner's "Magic Quadrant for Global Industrial Internet Platforms" and ranked first in China. ROOTCLOUD attaches great importance to the development of globalization. While helping Chinese construction machinery, textile, and other enterprises to go global, it also attracts enterprises from Germany, India, Indonesia, and other countries to settle in.
In early June 2022, ROOTCLOUD submitted an IPO application for the Science and Technology Innovation Board, which was accepted by the Shanghai Stock Exchange. According to the prospectus, the cumulative loss from 2019 to 2021 exceeded CNY 1.3 billion, and more than 50% of the sales were contributed by Sany Group (三一集团) and its affiliates. Previously, ROOTCLOUD has received investments from IDG, Tencent (腾讯), Haitong Investment (海通投资), Keyuan Industrial Fund (科源产业基金), Tianya Capital (天雅资本), Jian Xin Jin Yuan (建信金圆), and ZWC (众为资本).
Fii (工业富联)
Fii (Foxconn Industrial Internet Co., Ltd.) was established in 2013. It is a global high-end intelligent manufacturing and industrial Internet service provider. It has an industrial cloud platform FiiCloud. Its business has achieved full coverage of five major digital economy industries: cloud and edge computing, industrial Internet, smart home, 5G and network communication equipment, smartphones, and smart wearable devices.
In addition to actively developing the core business of "high-end intelligent manufacturing + industrial Internet", Fii has also laid out the business of semiconductors and new energy auto parts. At the same time, it also regards "big data (including metaverse computing power and energy storage) + robots" as the focus of the new business layout, and plans to create a second growth curve.
At present, Fii has served more than 200 companies and empowered the creation of 6 world-class lighthouse factories, including the world's first 3C precision metal processing lighthouse factory selected in 2023. In 2019, Fii was selected for the Davos World Economic Forum "Lighthouse Factory" network. In 2021, it will be included in the FTSE4 Social Responsibility Index for the first time, and the FTSE Russell ESG score led the world. Fii adheres to the business strategy of "Deeply Cultivating China and Expanding Globally", deploying in 12 countries and regions in Asia, Europe, and North America, integrating the advantages of global resources, promoting the digital transformation of the ICT (Information and Communication Technology) industry chain, and has developed into the world's second-largest electronics manufacturing service industry.
In 2018, Fii was listed on the A-share market. In 2022, the revenue exceeded CNY 500 billion for the first time, increasing to CNY 511.85 billion, a year-on-year increase of 16.4%. Fii has strategically invested in upstream and downstream ecological enterprises such as Luster Lighttech (凌云光技术), DigiwinSoft (鼎捷软件), and Agile Robots (思灵机器人).
Nancal Technology (能科科技)
Founded in 2006, Nancal Technology is a provider of advanced technologies for smart manufacturing and smart electrical. Its services include full life cycle integration from smart R&D, smart production to smart services, and enterprise vertical integration from sales planning, and production management to automated production lines. At the same time, Nancal Technology's intelligent electrical team has independently developed intelligent electrical products including electrical transmission, power quality, intelligent power supply, and supporting systems.
Relying on advanced industrial software and power electronics technology, Nancal Technology provides customized digital, networked, and intelligent system solutions for the manufacturing industry with the industrial Internet as the core. It has been applied in aerospace, oil and gas refining, metallurgy and nonferrous metals, marine engineering, coal mines, power systems, electronic technology, automobile manufacturing, rail transit, and other industries, serving Lenovo (联想), Huawei (华为), Haier (海尔), FAW (一汽), Envision Power (远景动力) and other industries.
Nancal Technology was listed on the Shanghai Stock Exchange in 2016. In the first half of 2023, Nancal Technology benefited from the trend of equipment manufacturing companies going overseas, with new breakthroughs in overseas orders and rapid growth in profitability. At present, Nancal Technology is accelerating the establishment of cooperation with Siemens, SAP, Huawei, Amazon, and other industrial software manufacturers and cloud infrastructure service providers to build a digital ecosystem of cloud products.
Yonyou (用友)
Founded in 1988, Yonyou is a global provider of enterprise cloud services and software. It has built and operated a business innovation platform called Yonyou BIP to serve enterprises' digital transformation and business innovation. Yonyou's solutions cover finance, human resources, supply chain, procurement, manufacturing, marketing, R&D, projects, assets, collaboration, and other scenarios.
In the field of intelligent manufacturing, Yonyou has created the Yonyou Jingzhi Industrial Internet Platform to meet the needs of large-scale multi-manufacturing mode and multi-factory manufacturing enterprises in the fields of intelligent IoT, production and manufacturing, quality management, logistics, and equipment after-sales service. Yonyou has application cases in food and beverage, process manufacturing, transportation and logistics, iron and steel metallurgy, discrete manufacturing, equipment manufacturing, and other industries. Its customers include China Energy Conservation (中国节能), CNMC (中国有色矿业集团), Ansteel Group (鞍钢集团), Datang Group (大唐集团), Dongfeng Industrial (东风实业), Yinlu Food (银鹭食品), and Longrich (隆力奇).
Yonyou is the only Asia-Pacific manufacturer selected in Gartner's global enterprise application software (ERP) TOP10, and the only Chinese manufacturer selected in Gartner's global cloud ERP market guide and comprehensive human resources service market guide. Yonyou has more than 230 branches around the world, covering Hong Kong, Taiwan, Singapore, Thailand, Malaysia, and other regions and countries. At the same time, it has more than 10,000 ecological partners around the world, including Intel, IBM, Alibaba Cloud (阿里云), etc.
In 2001, Yonyou was listed on the Shanghai Stock Exchange.
Uniorange (橙色云)
Founded in 2015, Uniorange is a pioneer in new models and new fields of Internet design. It has created an Uniorange collaborative research and development platform, developed a CDS cloud collaboration system with independent intellectual property rights, CRDE cloud research and development system, and Linji AI system (麟玑AI系统), as well as three business forms of "Collaborative Innovation", "R&D On the Cloud", and "R&D Commercialization" to build an orange cloud ecological chain.
Uniorange's solutions cover cloud-edge-end integrated IoT, research and development, smart workshops, smart archives, smart storage, smart energy, and other scenarios, meeting the needs of the entire business process from product R&D demand release, acceptance delivery, manufacturing, and sales. Since its release, Uniorange has settled in more than 50,000 companies and more than 330,000 engineers, and the transaction amount has exceeded CNY 3 billion.
Uniorange has six overseas service or R&D centers, which are distributed in the United States, the Netherlands, Norway, Germany, Japan, and other countries. In 2023, Uniorange released a new product, the intelligent sweeping robot i2, at the International Consumer Electronics Show in Las Vegas.
Inspur Cloud (浪潮云洲工业互联网)
Launched in 2018, INSPUR CLOUD is an industrial Internet infrastructure builder and a comprehensive service provider for the intelligent transformation of manufacturing under the Inspur Group (浪潮集团). Inspur Group owns three listed companies, Inspur Information (浪潮信息), Inspur Software (浪潮软件), and Inspur International (浪潮国际). Its main business involves cloud computing, big data, industrial Internet, new-generation communication, and several application scenarios. It has provided IT products and services to more than 120 countries and regions around the world.
Inspur Cloud is based on the cross-industry and cross-field industrial Internet platform, and cloud-network edge-end software and hardware integration capabilities. It has created five major industrial chains: industrial intelligent equipment, industrial security, industrial software, industrial communication, and industry solutions, which are applied to industries such as equipment, electronics, chemicals, mining, steel, energy, food, and industrial parks.
In 2022, Inspur Cloud proposed to become an "industrial Internet platform operator with international influence" and received A-round financing.
COSMOPlat (卡奥斯)
Founded in 2017, COSMOPlat is a world-class industrial Internet platform incubated by Haier based on nearly 40 years of manufacturing experience. It has China's independent intellectual property rights and introduces users to participate in the whole process. It is committed to the integration of manufacturing technology and new-generation information technology, with mass customization as the core and the BaaS engine as the foundation.
COSMOPlat has already bred 15 industrial ecologies including chemical industry, energy, mold, equipment, and emergency supplies, covering 12 major regions of the country, and has been replicated and promoted in 133 factories in 20 countries around the world, lighting up 7 lighthouse factories (including 1 sustainable lighthouse factory).
COSMOPlat connects with ISO, IEC, IEEE, UL and other international authoritative organizations, and has led and participated in the formulation of 10 international standards. It has been invited to participate in the co-construction of the European Federal Cloud GAIA-X, becoming the first industrial Internet platform outside the EU to integrate the platform architecture into European data and cloud sovereignty.
In 2021, COSMOPlat will complete the B round of financing, with a valuation exceeding CNY 15 billion.
Alibaba Cloud（阿里云）
Alibaba Cloud is a new infrastructure for the digital transformation of the manufacturing industry that is fully coordinated within the factory, the supply chain, and the industrial platform. It provides enterprises with a basic platform and rich industrial applications on the upper layer.
The Alibaba Cloud fully integrates Alibaba's ecological capabilities in the fields of e-commerce, supply chain, logistics, and finance, and provides integrated cloud services for procurement, R&D, production, warehousing, sales, and finance for factories and enterprises in industries such as small household appliances, machinery, clothing, toys, injection molding, daily chemicals, equipment, and electronics.
The sup-ET industrial Internet platform led by Alibaba Cloud has implemented 15 industry-level "industrial brains" in Zhejiang, serving nearly 100,000 industrial enterprises, and has a leading market share in the domestic industrial Internet field.
Bluetron (蓝卓)
Bluetron was established in 2018. It is an industrial Internet company based on the industrial accumulation of the Supcon Group (中控集团) in the past 30 years.
Bluetron focuses on the research and development and industrialization of industrial operating systems, and has created China's first industrial Android system supOS with independent intellectual property rights, providing a unified database for the digital transformation of industrial enterprises in different industries such as petrochemical/chemical, papermaking, machining, cement, and auto parts.
Bluetron has more than 700 ecological partners, has served more than 4,000 factories, and has integrated more than 4,000 industrial apps.
In 2019, Bluetron won the bid for the first overseas project and officially entered the overseas market. In 2023, supOS successfully won the bid for the Saudi Aramco holding company and the world's largest single shipyard - Saudi International Maritime Industries (IMI), creating a new achievement for domestic industrial operating systems to go to sea. In May of the same year, Bluetron appeared at the Hannover Messe in Germany.
In 2022, Bluetron will complete the second round of financing of CNY 500 million, with a valuation of CNY 5.5 billion, led by Fuzhe Capital (富浙资本), followed by Softbank China (软银中国) and other institutions.
Robustel (鲁邦通物联网）
Founded in 2010, Robustel provides global customers with industrial Internet of Things communication and edge computing products, and provides industrial Internet scene digital solutions for domestic small and medium-sized enterprises with intelligent equipment and intelligent services.
Robustel's industrial Internet products and solutions feature a combination of software and hardware. They have served thousands of small and medium-sized enterprises and connected more than 2 million devices worldwide. They are used in scenarios such as robots, equipment manufacturing, medical equipment, environmental protection equipment, in-factory manufacturing, and enterprises going overseas, and promote the transformation of enterprises from traditional manufacturing to service-oriented manufacturing.
Robustel's products have been widely certified by different countries and operators around the world, and are sold to more than 100 countries and regions around the world. The company is headquartered in Guangzhou, China, and has set up many subsidiaries and offices around the world, distributed in Shanghai, Nanjing, Suzhou, Ningbo, Kunshan, and Hong Kong in China, as well as Germany, the Netherlands, the United Kingdom, Spain, Hungary, Australia, Malaysia, Indonesia, the United Arab Emirates, Japan, and Brazil overseas.
In 2022, Robustel will be listed on the New Third Board.
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