1. Investing in smart manufacturing is to invest in the transformation and upgrading of the manufacturing industry and provide support for products, tools or underlying services. The manufacturing industry has its inherent development laws and attributes, and the penetration and application of new technologies are relatively slow, so it is necessary to invest in new downstream changes and high-speed growth fields.
2. The overall automation level of the process manufacturing industry is relatively high, while the overall automation level of the discrete manufacturing industry is not high, and there is a lot of room for improvement, especially in industries with high automation demand (high current or strong future demand), high growth, and high profit. Manufacturing key penetration areas (automobile manufacturing, semiconductor electronics, photovoltaics, lithium batteries, medicine, tobacco, etc.). Focus on sub-industries such as industrial machine vision, predictive maintenance, AGV & robots, and digital twins. Related industrial chain targets include: Lingyunguang, Rongzhi Rixin, Green Harmonics, Nengke Technology, etc.
3. Taking into account the current international environment and supply chain security issues, the focus of domestic alternative investment in key core areas. Relevant industry chain targets include isolator: Nanocore Micro, SRAM/EPROM: Juchen Semiconductor, Puya shares, etc.
4. Due to the complexity and diversity of the industrial industry, a single technology platform cannot meet a large number of complex business production needs. A large number of industrial enterprises still have multiple internal systems coexisting. The industry in the field of industrial network interoperability mainly benefits from industrial switches. Related targets Including: Dongtu Technology, Yinghantong, Sanwang Communication.
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