工业互联网产业链梳理：万物互联智能制造
报告提纲：新基建，新内涵标杆案例初具成果，规模化试点前夕理想与现实的差距在于数据和人才核心软硬件国产化，是短板也是空间
核心观点：
新基建，新内涵
工业互联网的本质是用新科技解决老问题。新科技包括两个层面：智能化和数字孪生，最终目的是实现生产和运营效率的大幅提升，调高微笑曲线。工业互联网新基建包括从边缘层、平台层到工业应用层的全部产业链。
现状：标杆案例初具成果，规模化试点前夕
从发展阶段看，工业互联网依然处在行业导入期。目前，全国各地已建成多处智能工厂试点，已证明工业应用的成果，进一步发展还需要将更多工业企业、更多制造设备联网，数据上云，并引导不同规模的工业企业加入工业互联网。
挑战：理想与现实的差距在于人才和数据的十年沉淀
然而，理想和现实仍有差距，首先由于我国工业信息化程度较低，其次在于工业和科技复合背景人才的培养和有效工业数据的积累，两者都需要至少十年的时间沉淀。
版图：核心软硬件国产化，是短板也是空间
我国在工业互联网产业短板包括工业软件、边缘传感器、机器人核心零部件，以及工艺算法。
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（报告观点属于原作者，仅供参考。报告出品方/作者：国泰君安证券，鲍雁辛、郑宇舟、蔡航）
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