The manufacturing industry is advancing in the direction of intelligence, and the development of domestic industrial software is accelerating

However, as a large industrial country, the development of my country's industrial software industry is relatively lagging behind. The identities of a large industrial country and a small software country are extremely inconsistent. Although after more than 30 years of development, my country's industrial software product categories have been relatively complete, covering many industries such as food and beverage, biomedicine, engineering machinery, home appliances, etc., and it has certain industry solution research and development capabilities and service support capabilities. However, compared with foreign industries, Compared with software powerhouses, there is still a big gap in the development of China's industrial software.

Currently, foreign software giants occupy more than 80% of the domestic industrial software market from design, manufacturing to service, and control core industrial software technologies such as simulation design, analysis tools, enterprise management, and advanced control. . There are more than 150 types of industrial software commonly used in various fields in the international mainstream, covering R&D and design, production control, testing and verification, etc. Almost all are provided by foreign companies, and the software is closed, not open source, and not open.

Industrial software is becoming a major bottleneck in my country’s transformation from a manufacturing power to a manufacturing power, and it is extremely easy to be “stuck” by foreign countries. So, what is the cause of this stuck neck?

Since domestic industrial software started relatively late and lacks deep industrial accumulation, it is different from the software products of large foreign software companies in terms of user interface, software functions, system architecture, platformization, and openness. There is still a certain gap in after-sales service. Large domestic manufacturing companies are accustomed to purchasing and applying industrial software from foreign companies. In order to gain market share, domestic manufacturers can only adopt the strategy of acquiring customers at low prices. However, this low-price strategy is not a long-term solution. Because many domestic software companies are insufficiently profitable, they have insufficient investment in product research and development, slow upgrades and iterations, hindered market development, and limited corporate development. In addition, industrial software standards are also subject to foreign companies. At present, the de facto standards in the domestic industrial software market are dominated by large foreign manufacturing companies. Most product development and applications require interconnection with each other's products, so they can only passively comply with each other's product standards. .

In order to prevent domestic industrial software from being "stuck" and to catch up and surpass foreign advanced industrial software, relevant experts said that we canWe will start from the following aspects: first, focus on the core technology of high-end industrial software, provide policy and financial support, and concentrate superior scientific research forces to carry out concentrated research; second, create a domestic industrial software innovation ecosystem; third, support the development and growth of domestic industrial software companies and help Expand the application scenarios of innovative industrial software products; fourth, strengthen support from talent, finance and other factors, cultivate R&D talents, and encourage social capital to invest in domestic industrial software.

Our government has deeply realized the importance of industrial software to the manufacturing industry. In terms of policies, support is also getting stronger, creating a good external environment for the domestic industrial software market. On February 1, 2021, the Ministry of Science and Technology issued the "Notice on Soliciting Opinions on the 2021 Project Application Guidelines for the First Batch of 18 Key Special Projects in the "14th Five-Year Plan" National Key Research and Development Plan". Industrial software was selected as a key project of the National Key Research and Development Plan for the first time. On April 14, the Ministry of Industry and Information Technology and relevant departments issued the "14th Five-Year Plan for Intelligent Manufacturing Development" (Draft for Comments), which clearly states that by 2025, the domestic market satisfaction rate of intelligent manufacturing equipment and industrial software technology will exceed 70% and 70%, respectively. 50%. On July 3, six departments including the Ministry of Industry and Information Technology and the Ministry of Science and Technology jointly issued the "Guiding Opinions on Accelerating the Cultivation and Development of High-Quality Enterprises in the Manufacturing Industry", proposing to promote the development of industrial digitalization, vigorously promote the promotion and application of independent and controllable industrial software, and improve the level of enterprise softwareization.

On May 21, 11 companies in Guangzhou responded to the call of the Ministry of Industry and Information Technology and established my country's first industrial software alliance. The main purpose is to break the monopoly of overseas companies in China's industrial software field. . It is reported that these 11 companies are all top companies in the industry and have begun research and development of domestic EDA and CAD software. At present, less than 10% of the chip design processes that my country's EDA can complete.

Domestic industrial software manufacturers are also increasing their research and development efforts and continuously launching advanced software products adapted to industry applications to assist the process of localization of industrial software replacement.

In March 2021, Kaimu Software released a new version of 3DDFM 4.0, its own copyrighted manufacturability analysis software, with upgraded process review capabilities. In April, Huazhong CNC's new generation artificial intelligence CNC system - "Huazhong Type 9 Intelligent CNC System" product was officially released. This is the world's first CNC system with independent learning and independent optimization capabilities. In May, Shuqiao Technology won three more soft patents, promoting the continuous innovation of domestic independent cloud CAE. In July, ZW Software officially released ZW CAD 2022 to global users. This version deeply polishes the underlying core technology and realizes the autonomy of the core technology...
 

We can see that with the joint efforts of national policies and industrial software companies, the domestic industrial software ecosystem is gradually improving and improving, and a large amount of social capital is also investing in domestic industrial software. Domestic industrial software companies are becoming a hot topic for capital attention.

In February this year, Black Lake Intelligent Manufacturing, a new generation of manufacturing collaboration software manufacturer, announced the completion of Series C financing of nearly 500 million yuan, creating a new milestone for China's industrial software. In March, Moore's Yuan, a new generation industrial software development and application platform, announced the completion of a 100 million yuan Series B financing, invested by Qiming Venture Partners. In March, ZW Software (a leading domestic CAD company) went public and became an A-share listed R&D and design industrial software company. After its listing, its stock price soared 171%. In May, as an industrial control security software company for the industrial Internet, Mulian Technology completed a Series B round of financing of nearly 100 million yuan. In June, EDA software manufacturer BGI completed listing guidance in nine days to accelerate its IPO. In July, the domestic 3D CAD software company Huatian Software completed a Series B financing of 180 million yuan...

The lessons of history tell us that only if the core technology is in our own hands can we avoid foreign interference. my country's pursuit and interception ensure our country's industrial safety and national security. "Success does not have to be mine, success must be mine." I believe that with the joint efforts of the government, research institutions, markets, software companies, and industrial companies, domestic industrial software will surely rise to the challenge, continue to catch up, and promote my country's transformation into an industrial software powerhouse.

　(Original title: Reject “stuck neck”, accelerate the development of domestic industrial software)