Semiconductor equipment "chain leader" drives IPO of four domestic suppliers? Shanghai's manufacturing industry relies on digital hard core to compete first

The first batch of listed companies on the Science and Technology Innovation Board, Zhongwei Semiconductor, had about 14000 components in one etching machine, but in 2017, most of the components relied on imports. It was also in that year that Zhongwei Company decided to separate its internal IT department with the goal of improving the localization rate of the supply chain, and established Zhongwei Huilian Technology Co., Ltd. Since then, this "industrial empowerment chain owner" has built an industrial Internet platform for the integrated circuit industry, hard core exports its strict quality standards, and vigorously cultivates local manufacturers that meet the standards. Now, it has gathered nearly 1000 direct suppliers. In the whole supply chain of manufacturing etchers, domestic parts have become a big leader. "Moreover, the local suppliers who have been working with us have grown from only a few dozen people at the beginning to at least four that are currently undergoing IPOs," Dong Xiangguo, the general manager of Zhongwei Huilian, proudly told reporters.

Microelectronics.

On September 6th, the on-site exchange meeting and digital diagnosis launch meeting for the digital transformation of Shanghai's manufacturing industry were held in the Shanghai Chemical Industry Park. Zhongweihui Chain is one of the first 10 "industrial chain owners" cultivation enterprises in Shanghai announced last year. At this meeting, a new list of 15 "industrial empowerment chain owners" cultivation enterprises, including COMAC, Yunhan Xincheng, and Micro Innovation Medical, was released.

The digital transformation of the manufacturing industry is no longer an optional choice, but a compulsory course related to enterprise development and even high-end industry leadership. From an international perspective, the United States has been promoting the National Strategy for Advanced Manufacturing for ten consecutive years, while the European Union has launched the New European Industrial Strategy. Among them, Germany has released the German Industrial Strategy 2030 to accelerate the development of smart factories. From a domestic perspective, Shandong Province has released an action plan for digital transformation in the manufacturing industry, proposing to promote the implementation of digital transformation in over 20000 industrial enterprises above designated size. Zhejiang proposes to strive to become a global leader in intelligent manufacturing by 2035, and to basically build a global advanced manufacturing base. Looking at Shanghai, in recent years, we have successively released action plans such as "launching the" Made in Shanghai "brand," Gongfu Shanghai ", and" Smart Factory Pilot ", which have taken the lead in the layout of industrial Internet in China.

What are the specific results of Shanghai Manufacturing, which has demonstrated its determination to transform into a digital enterprise? Zhang Ying, Deputy Director of Shanghai Municipal Commission of Economy and Information Technology, introduced at the meeting that Shanghai has built a one-stop diagnostic service platform "Gongfu · Zhizhen", launched the first batch of 29 digital diagnostic service providers of manufacturing enterprises above designated size, systematically promoted the construction of Shanghai's industrial Internet system, and maintained its development level at the first echelon in China. At present, the scale of the core industry of Shanghai's industrial Internet has exceeded 150 billion yuan. Shanghai standards are moving towards the whole country. 30 influential industrial Internet platforms, including Baoxin and Electric Digital Science, have been built, linking 1.2 million enterprises, 8.61 million industrial equipment and 1.53 million industrial data sets around the world, and promoting the average efficiency increase of the whole industry by 23.4% and cost reduction by 12.3%. Shanghai focuses on the construction of intelligent factories and has built a total of 100 municipal level intelligent factories. Among them, SAIC Passenger Car Lingang Intelligent Factory, Huayi New Materials Intelligent Factory, and Anbofu Electric Intelligent Factory have become national benchmark factories, with more than 10 integrators producing over 1 billion yuan in output value. Shanghai Electric Automation Group has also become an "integration+hardware" integrator with a value of 20 billion yuan. In addition, the industrial robot industry in Shanghai currently has a scale of over 20 billion yuan, with a production of 72000 units, accounting for about a quarter of the national production and one tenth of the global production. The density of robots in Shanghai has reached 260 units per 10000 people, which is more than twice the international average level.

The conference also released the second batch of "industrial endowment chain owners" cultivating enterprises in Shanghai, the top ten industrial Internet benchmark platforms in 2022, and the first batch of 29 digital diagnostic service providers for manufacturing enterprises above designated size in Shanghai. The "Gongfu · Diagnosis" service platform also announced its official launch at the meeting.

Qiu Wei, Director of the Software and Information Services Department of the Municipal Commission of Economy and Information Technology, told reporters that it is obvious that among the six key industries in Shanghai, including automobiles and high-end equipment, export enterprises involved in the 2026 EU carbon boundary adjustment mechanism are more enthusiastic about digital transformation. This was forced out. According to the EU's carbon boundary adjustment mechanism, cement, steel, electricity, aluminum, fertilizers, and other industries will be included in the first batch of industries in 2026, and the implicit carbon emission data of imported products must be submitted to the EU every year. The tracking, calculation, and management of carbon footprint must rely on a digital system. "At the same time, Shanghai also emphasizes benchmarking and encourages chain owners to drive the transformation of small and medium-sized enterprises through digital supply chains. Due to the requirements of online ordering, real-time quality management, and real-time logistics monitoring in digital supply chains, small and medium-sized enterprises on the chain have to change." Qiu Wei also revealed that for some small and medium-sized enterprises that prioritize their "survival" needs before digital transformation needs, Shanghai has also formulated special policies for digital transformation of small and medium-sized enterprises, which will be introduced soon.

It is reported that by the end of 2022, the Shanghai Digital Office issued the "Implementation Plan for Digital Transformation of Shanghai's Manufacturing Industry". The goal is to achieve full digital diagnosis coverage for more than 9400 manufacturing enterprises above designated size in the city by 2025, with a digital transformation ratio of no less than 80%; The scale of the city's industrial Internet core industry reached 200 billion yuan; A comprehensive leading pattern of digital transformation of manufacturing industry has been formed, including 10 pilot demonstration parks, 20 benchmark intelligent factories, 30 industrial Internet platforms, 40 "industrial endowment chain owners", and 50 super scenes. At present, the goal of achieving 100% full coverage of digital diagnosis for nearly 10000 industrial enterprises above designated size in the city by 2025 is being solidly promoted at the pace of achieving 20% this year, 40% next year, and 40% by 2025.

Shanghai Deputy Mayor Chen Jie attended the meeting and delivered a speech.