With the continuous development and upgrading of the global manufacturing industry, intelligent manufacturing has become a key force to promote industrial transformation and enhance national competitiveness. In the mainland, intelligent manufacturing, as an important part of the new quality productivity, is not only regarded as the core content of the future development of the manufacturing industry, but also the core strategy to promote the mainland's manufacturing industry from large to strong. e-works Research focuses on the intelligent manufacturing industry and has launched the "2023 China Intelligent Manufacturing Industry Investment and Financing Research Report". The report provides a detailed analysis of the investment and financing status of the intelligent manufacturing industry market, provides valuable reference for relevant practitioners, and jointly promotes the transformation, upgrading and sustainable development of China's manufacturing industry.
- Article Information -
This article was originally published by the e-works research institute.
The development of intelligent manufacturing provides strong support for the formation of new quality productivity, and the integration of new quality productivity provides a broader space and more far-reaching impact for the development of intelligent manufacturing, which also brings huge investment opportunities to the intelligent manufacturing industry.
e-works Research focuses on the intelligent manufacturing industry and has launched the "2023 China Intelligent Manufacturing Industry Investment and Financing Research Report". The report provides a detailed analysis of the investment and financing status of the intelligent manufacturing industry market, covering financing, initial public offering (IPO) and mergers and acquisitions, and sorts out and takes stock of the major investment and financing events of the intelligent manufacturing industry in the domestic market, and combines the observation of e-works to provide valuable reference for relevant practitioners to jointly promote the transformation, upgrading and sustainable development of China's manufacturing industry.
01
Intelligent manufacturing production
In order to facilitate analysis and understanding, this paper divides the products and services provided in the field of intelligent manufacturing into industrial software and services, general intelligent equipment and integration, special intelligent equipment and intelligent production line integration, intelligent logistics equipment and integrated services, industrial automation control systems and products, industrial automation instrumentation, industrial Internet of Things and sensor applications, additive manufacturing equipment and services, intelligent manufacturing core components, There are ten categories of intelligent embedded software systems, and the ten categories are further subdivided and explained.
Figure 1 Classification of intelligent manufacturing industries
Note: For the sake of analysis, enterprises are divided into the above ten categories according to their core business areas. In addition, M&A transactions are counted by the subject of mergers and acquisitions. Data source: e-works
02
Overview of the investment and financing market
According to incomplete statistics from e-works, there will be a total of 645 investment and financing transactions in China's intelligent manufacturing industry in 2023, with an investment and financing amount of about 84.3 billion yuan. In 2023, the investment and financing of China's intelligent manufacturing industry will mainly focus on industrial software and services, general intelligent equipment and integrated solutions, industrial Internet of Things and sensor applications, special intelligent equipment and intelligent production line integration and other subdivisions.
Figure 2 Distribution of investment and financing transactions in China's intelligent manufacturing industry in 2023
Figure 3 Distribution of financing segments of China's intelligent manufacturing industry in 2023
e-works has conducted a comprehensive analysis of investment and financing transactions in the field of smart manufacturing in 2023, covering three major sectors: financing, IPO and M&A. Specifically, there were 568 financing transactions, 46 IPOs, and 13 mergers and acquisitions. In order to better understand the characteristics and trends of these transactions, e-works conducted statistical analysis from multiple dimensions, including the time distribution of investment and financing, the industry sector involved in the company, the type of enterprise, the number of transaction rounds, the active region, and the scale of financing. Through these analyses, we can have a clearer understanding of investment and financing activities in the field of smart manufacturing.
03
Investment and financing events
e-works systematically sorted out and inventoried the major investment and financing events of the intelligent manufacturing industry in the domestic market, and displayed them from three dimensions: financing, IPO and mergers and acquisitions through specific investment and financing events. Among them, the financing aspect is particularly noteworthy, and major financing events in many core areas such as digital software manufacturers, industrial robots, industrial Internet of Things and sensor applications have occurred frequently, showing the active trend and development trend of the investment and financing market in the field of intelligent manufacturing.
Table 1 Catalogue of major financing events in the field of digital software manufacturers in China's intelligent manufacturing industry
Table 2 Catalogue of major financing events in the field of industrial robots in China's intelligent manufacturing industry
04
e-works观察
Through the analysis of the investment and financing overview of the intelligent manufacturing industry in 2023, e-works summarizes the following development characteristics and trends:
1. Investment and financing activities in intelligent manufacturing have increased sharply, continuing to attract capital influx
In 2023, the number and scale of investment and financing in the intelligent manufacturing industry will both increase, indicating to a certain extent that the market's confidence in intelligent manufacturing has increased, and China's intelligent manufacturing field is still one of the hottest tracks for investment and financing activities.
2. Capital flows remain stable, with a focus on "early, small, innovative"
In the volatile market environment in 2023, the capital market's investment in innovative technologies and early-stage enterprises in the field of intelligent manufacturing has shown a stable trend. In general, the investment and financing strategy of the intelligent manufacturing industry is more inclined to the three elements of "early, small and innovative".
3. Intelligent and specialized industrial software and services lead new opportunities for development
In 2023, the number of enterprise investment and financing transactions in the industrial software and service category will be as high as 223, accounting for 34.57%, ranking first, covering industrial basic software, management digital software, R&D digital software, industrial control software and other subdivisions. In the future, industrial software is developing in the direction of more specialization, intelligence, personalization and platformization, and the entire industry will usher in more development opportunities.
4. The field of industrial robots has become a strategic highland for capital to chase
In 2023, the number of investment and financing transactions in the field of general intelligent equipment and integrated solutions will be as high as 109, accounting for 16.9%, ranking second. Among them, the field of industrial robots has attracted more than 70 investment and financing events, covering multiple application scenarios. In the future, with the close integration of artificial intelligence models and machine vision technology, industrial intelligent robots are moving towards higher-level application scenarios, such as physical and intelligent humanoid robots.
5. Industrial Internet of Things and sensing technology drive the investment and financing boom of intelligent manufacturing
In 2023, the number of corporate investment and financing transactions in the industrial IoT and sensor application category will be as high as 99, accounting for 15.35%, ranking among the top. Among them, the investment and financing activities in the field of sensors are the most frequent, involving multiple subdivisions, such as lidar, MEMS sensors, fusion vision sensors, fiber optic sensors, etc. In the future, the application of IIoT and sensors will continue to deepen, especially in industries and fields such as humanoid robots, manufacturing, energy management, and smart cities.
05
epilogue
The next five years will be a critical period for the start of building a modern socialist country in an all-round way, a critical period for new industrialization, and a critical period for the intelligent manufacturing industry to achieve high-quality development breakthroughs. The sustainable development of the intelligent manufacturing industry also depends on the cultivation of innovation momentum, and the investment and financing market should promote the high-quality development of the intelligent manufacturing industry according to the requirements of the development of the intelligent manufacturing industry, through innovative financial tools, cultivating franchise teams, improving financial infrastructure, and improving the financial market.