As the fourth industrial revolution continues to advance, industrial internet has become a key force in driving the transformation and upgrading of the manufacturing industry. In 2024, China's industrial internet industry has ushered in a new stage of rapid development, with significant breakthroughs in both industry capacity and technological innovation. For instance, Haier Group's COSMOPlat platform, as an industry benchmark, has been successfully applied in various manufacturing fields, demonstrating the huge potential of industrial internet in improving production efficiency and reducing operational costs.
Regarding the development status of the industry, the market size of China's industrial internet is expected to reach 1.3 trillion yuan in 2024, with a year-on-year increase of over 20%. The expansion of industry capacity is attributed to the government's strong support for intelligent manufacturing and enterprises' urgent need for digital transformation. In terms of new investment, both domestic and foreign capital are optimistic about the development prospects of the industrial internet, with an upward trend in the number of investment cases and the amount invested.
In terms of the performance of listed companies, related listed companies such as Yonyou Network and Oriental国 Information have performed well. Their financial reports show that both operating income and net profit have achieved steady growth, with a balanced supply and demand relationship in the industry. Market demand continues to grow under the dual influence of policy promotion and technological innovation.
In terms of national policies and development trends, the Chinese government attaches great importance to the development of the industrial internet and has introduced a series of supportive policies, including financial subsidies and tax incentives. These policies not only promote the research and application of industrial internet technology but also promote the rapid expansion of the industry's market size. At the same time, the global wave of Industry 4.0 also provides a broad development space for China's industrial internet industry.
Market behavior analysis shows that the stock prices of leading listed companies in the industry have been strong recently, showing the market's optimistic expectations for the industrial internet industry. New project investments are active, and market consumption data show a good supply and demand relationship for industrial internet-related products, with stable prices, further confirming the optimistic outlook for the industry.
A.Top's industry investment view believes that, combined with the current state of the industry, the future development prospects of China's industrial internet industry are very broad. With the integrated application of new technologies such as 5G, cloud computing, and big data, industrial internet will bring revolutionary changes to the manufacturing industry. It is expected that in the next few years, industrial internet will continue to maintain rapid growth and become an important engine for the transformation and upgrading of China's manufacturing industry. In terms of investment, it is recommended to focus on leading listed companies with high growth potential, such as Yonyou Network and Oriental Information.