A panorama of 61 industrial Internet enterprises.

During the construction of the Huoshenshan Hospital, more than 4,000 workers and nearly 1,000 large machines worked on the site 24 hours a day in shifts.

At the same time, Sany’s industrial Internet platform Shugen Internet is also in the whole process of “cloud supervision” for hundreds of its equipment, real-time monitoring of equipment data and timely failure warning.

It is based on the data of industrial Internet platforms such as TreeRoot Internet that we can understand the working conditions of all kinds of machinery and equipment during the construction period, and also have a better understanding of the completion track of this “construction miracle”. The Industrial Internet is not a new concept. It was first proposed by GE in 2012. The nature of the industrial Internet can be understood as based on the interconnection of machines and equipment, raw materials, production processes and people before, through big data and AI technology to achieve intelligent control of equipment, optimization of operation process and value creation on the industrial chain.

China is a big manufacturing country, the industrial Internet also has a wide range of application scenarios. According to the Industrial Internet Industry Alliance, the scale of China’s industrial Internet direct industry in 2017 was about 570 billion yuan, and based on the average compound annual growth rate of 18%, it is expected to reach a scale of one trillion yuan in 2020.

36 krypton has done a detailed dismantling of the industrial Internet, and classified the industrial Internet enterprises according to the method of “industry + scene + mode”.

Among them, the “scene” refers to equipment asset management, business operation and the optimization of industrial ecological innovation three, “model”, including universal platform, vertical industry platform, platform solutions, industrial App/solution segment and the IAAS layer (mainly provide cloud services, basic is ali cloud, huawei cloud, tencent, the AWS cloud, etc., not in the scope of this article) five classes.

Based on this classification, this paper sorts out the companies in the industrial Internet industry.

In addition, equipment and other information after the network has also brought security risks, data security has become a link in the industrial Internet can not be ignored, the end of the paper also introduced the industrial control security enterprises.

General purpose platform

Generic industrial Internet platform across multiple industries and fields, often based on their own PaaS layer and ecological partners to promote the construction of industrial Internet in various industries and fields.

It is precisely because of its cross-industry and cross-field characteristics, the construction of industrial Internet generic platform is difficult, which is a resource and capital-intensive opportunity.

On August 26, 2019, the Ministry of Industry and Information Technology announced the list of the top ten cross-industry and cross-field industrial Internet platforms in 2019. The selected platforms are: Haier Cosmoplat Industrial Internet Platform, Oriental Guosen CloudiIP Industrial Internet Platform, Yonyou Jingzhi Industrial Internet Platform, Shugen Internet Genyun Industrial Internet Platform, Aerospace Cloud Network Indics Industrial Internet Platform, Inspire Cloud in-Cloud Industrial Internet Platform, Huawei FusionPlant Industrial Internet Platform Platform, Foxconn Beacon Industrial Internet Platform, Ali Supet Industrial Internet Platform, XCMG Information Hanyun Industrial Internet Platform, these ten industrial Internet platforms are typical cases of generic platforms.

The following selected seven general industrial Internet platform to be introduced.

The root of interconnected

Founded in 2016, the company is an industrial Internet platform incubated by Sany Heavy Industry. At the beginning, the company focused on equipment after-market services, providing equipment networking, real-time monitoring, remote operation and maintenance, predictive maintenance and other services around industrial equipment assets. Based on the PaaS platform, the company has been expanding from the engineering machinery equipment it is best at to the fields of air compressor, stamping, die casting equipment and so on. It has covered 61 subdivided industries since its establishment two years ago. At the same time, with the increase of the number of device access and the increase of the amount of data collected by various devices, the tree roots set up IoT hub to gather all device data, and then connect to ERP, MES and other upper-level systems. In addition, as the industry itself has a strong regional cluster effect, short roots industry oriented enterprise launched a vertical industry platform, based on Internet platform product technology industry, construction industry industrial Internet platform, the industry leading enterprises for many years of experience and knowledge in the form of algorithm model, precipitation into a portable, reusable component library, call for the upper application, At the same time, share industrial chain resources and information, and develop new business models. In terms of SME cooperation, Shugen launched the developer platform “Root Cloud”. Small and medium-sized enterprises can develop various industrial applications for their specific scenarios based on the “root cloud”, and all kinds of APPs can be traded online at the same time. By June 2019, Shuken Internet’s industrial Internet platform can cover 95% of mainstream industrial controllers, support more than 400 kinds of industrial protocol resolution, and connect more than 560,000 industrial devices on the platform. In June 2019, the company obtained a round B financing of 500 million yuan from Hejun Capital and Zhongwei Capital, Dingxing Quantum, Star Finance, Huaxu Capital and Jingwei Venture Capital.

Xugong information

Founded in 2014, XCMG Information was incubated in XCMG Group, a domestic construction machinery enterprise. Initial surrounding xugong group itself equipment management applications, subsequent PaaS platform is developed, the universal function, service, modular, industrial Internet solutions will also be extended to other areas of mobile devices, including logistics vehicles, new energy vehicles, sanitation vehicles, heavy card, etc., set up four years similar covers 63 a niche business. The company has formed seven core products and solutions: product life cycle management solution, device cloud management solution, intelligent cloud MES solution, spare parts cloud management solution, big data mining and analysis solution, automation overall solution, intelligent edge computing terminal. By the end of 2018, the Hanyun Industrial Internet Platform, a subsidiary of XCMG Information, had more than 400 enterprise customers, and helped customers manage more than 610,000 sets of equipment assets with a total value of more than 400 billion yuan. In December 2019, the company obtained A round of financing of 300 million yuan, led by Hillhouse Capital and co-invested by SAIFU Asia Investment Fund, CLP Fund, Sino Sunac, Xinhua Press Media and Yun Rong, Jiaxing Corona.

Haier COSMOPlat

Haier launched Cosmoplat in 2016, which includes IoT platform capabilities – edge computing, innovative SaaS applications, OpenAPI open platform, industrial big data intelligent solutions, etc. By modularizing the seven functions of interaction, design and procurement, the platform has duplicated 15 industries in 12 regions, and its specific services include interconnected factory construction, mass customization, supply chain finance, and intelligent equipment maintenance. Haier Cosmo platform hopes to integrate users, research and development resources, suppliers and makers into an ecosystem to build a new production form of C2M. At present, it has accumulated 43,000 service enterprises and 330 million users.

Yonyou Jing Zhi Industrial Internet Platform

Yonyou launched the Smart Industrial Internet Platform in August 2017, providing customers with three layers of services: Edge intelligence around the core assets of the equipment, including data acquisition, predictive maintenance, energy consumption optimization, etc.; Production optimization around the factory production and operation process, including resource scheduling optimization, process optimization, logistics optimization, etc.; Business innovation centered on business ecology, including collaborative design, remote operation and maintenance, financial services, etc. In addition, based on Yonyou’s years of accumulation in the field of enterprise service, Jingzhi platform also provides design, marketing, procurement, supply chain, logistics, finance, human resources and other enterprise services. By the end of 2018, Jingzhi Industrial Internet Platform has accumulated 440,000 industrial enterprises, covering more than 20 subsectors, and connected 388,000 industrial equipment.

Wave In Cloud – the Cloud

Inspur wants to position itself as an industrial Internet operator with comprehensive service capabilities. To be specific, operators need to provide stable and efficient basic computing services, build industrial Internet platforms at regional and industrial scales, and provide common services such as device networking, data governance, algorithm model and identification resolution based on PaaS layer to promote the rapid development of complex industrial applications of ecological partners. Finally, Inspur hopes to build an “industrial Taobao”, where various industrial APP developers in vertical industries develop apps based on Inspur PaaS platform to meet their own needs, and promote and sell them to other industrial enterprises, so as to realize the reuse and efficient circulation of digital tools.

Ali cloud supET industrial Internet platform

Supet Industrial Internet Platform was established in June 2018 by Aliyun in collaboration with Zhijiang Laboratory and Zhejiang SUPC, mainly serving the transformation of industrial enterprises in Zhejiang and rectifying the Yangtze River Delta region. Supet takes big data analysis as its core, combines cloud computing, Internet of Things and artificial intelligence technology, and connects with the Tao factory to connect with the consumer Internet. Specifically, SUPET’s transformation of industrial enterprises is divided into three steps. First, the existing and new factories are digitally transformed so that machines can communicate with each other. Second, realize the communication between factories, and the digital connection between the upstream and downstream industrial chains; Third, through the integration of consumption and production, to achieve C2B, C2M and even flexible production. Aliyun released ET Industrial Brain in March 2017. ET industrial brain is the center of industrial intelligent data services, can excavate the hidden value of massive industrial data, improve the yield rate, reduce the failure rate, reduce energy consumption, improve the production efficiency of industrial enterprises. The industrial digital transition layer includes production line data collection, data-based global decision-making, and real-time delivery of analysis results and control instructions. ET industrial brain is responsible for data-based global decision-making, and other links will cooperate with ecological partners. Supet also wants to build a “Taobao” of digital services, where digital services can be traded on the Internet and delivered in a one-stop shop through system integration in the cloud.

Xuelang system

The company was founded in 2018, the founder also founded Ali Cloud ET Industrial Brain. Xuelang focuses on the “data, communication and computation” in the industrial scene and constructs the “Xuelang OS” industrial data operating system. Through this system, the data model components of each industry and scene are built, and the industrial intelligent APP of each scene is jointly developed with vertical industry partners. Real-time dynamic production scheduling APP, multi-channel real-time noise detection APP, continuous process intelligent process optimization APP, real-time product quality traceability relationship analysis APP, 3D multi-source and multi-angle visual calculation and analysis APP, etc., to solve the specific problems in each scene of “supply, research, production and marketing” in manufacturing enterprises’ production and operation. In the landing mode, Xuelang number system will directly connect with senior executives of large enterprises, and carry out the overall plan of Xuelang OS factory brain from the perspective of enterprise strategy from top to bottom. In the process of establishing deep binding with enterprise customers, Xuelang will also consider establishing joint ventures with customers. At present, it has landed nearly 50 medium and large groups and company customers at home and abroad, such as Shuangliang Group, Wolong Group, Diving Group, Zhaofeng shares, a well-known international medical equipment company, etc.

Vertical industrial Internet platform and solutions

The model of “one platform covers all the world” is difficult to be deeply developed in the industry. The huge difference of production scenarios in different industries also provides opportunities for the development of Internet platforms and solutions in vertical fields.

Starting from the three application scenarios of industrial Internet, equipment asset management, business operation optimization and industrial ecological innovation, the following three domestic industrial Internet companies are listed as vertical industry platform, platform solution and industrial APP.

Among them, vertical industry platform only focuses on a certain field or industry;

Platform solutions in addition to the platform, will also provide the overall solution, more “heavy” mode.

In addition to the above end-to-end platform model, there is another type of company that provides segmentation solutions for a certain pain point in the industrial scene, which is the industrial APP/ segmentation application.

1. Equipment asset management

Equipment asset management is based on the equipment as the object, the equipment network to achieve equipment condition monitoring and alarm, predictive maintenance, fault diagnosis, remote operation and maintenance, product life cycle management. Its core value is to reduce costs and improve efficiency.

Mushroom Internet of Things (vertical industry platform)

Founded in 2016, the company’s main business is to provide digital solutions such as remote operation and maintenance and intelligent control for the general industrial equipment industry chain.

The company has developed the terminal data acquisition tool “mushroom cloud box” since then. After collecting data, it realizes the remote monitoring and control, online spot inspection and predictive maintenance of the device using end based on big data and AI algorithm.

The company has also developed data services for equipment manufacturers and agents, and developed corresponding software products to assist in the digital control and full life cycle management of equipment.

At present, the products and services have been in the air compressor, dryer, cooling tower, commercial gas furnace, laser machinery, fan and other general industrial equipment field landing, a total of more than 5000 enterprises.

In addition to equipment asset management, the company is also gradually extending to intelligent control of the production process, and the store-level energy saving system it developed has been put into use.

In February 2019, the company completed the B round of financing led by GGV Source Capital, with a total financing amount of nearly 100 million yuan.

Intelligent Cloud Branch (vertical industry platform)

The company focuses on industrial Internet solutions in the field of machining, and was set up in Shanghai in 2015 with the joint investment of Shenyang Machine Tool Co., Ltd., Shenzhou Holding Co., Ltd. and Guangda Financial Holding Co., Ltd.

The company mainly provides data acquisition networking and data application services for upstream machine tool manufacturers and downstream processing plants, so as to realize equipment intelligent operation and maintenance, industrial APP development and other functions.

It is worth mentioning that the data acquisition equipment developed by the company has its own operating system and edge computing capacity, which can directly develop APP applications.

The company also launched a cloud management system for processing plants, which makes the production process information and visual. Meanwhile, based on real and transparent production data, it can also extend capacity matching and supply chain financial services.

Puao cloud technology (platform solution)

Founded in 2015, the company provides industrial Internet platform solutions for equipment production and agent enterprises.

The core product is Proudthink Industrial Internet Platform, which includes PaaS layer data platform for data aggregation and cleaning and SaaS layer application platform for remote maintenance, prediction and early warning of equipment.

PUO SaaS platform emphasizes modularization and pulls out multiple modules of “device library, connection library, model library and application library”. Customers can choose the corresponding product portfolio according to their actual needs.

Since its launch in June 2017, the platform has covered nearly ten industries such as metallurgy, home appliances and environmental protection.

Send cloud technology (platform solution)

Founded in 2013, the company started from cloud computing into the industrial scene.

Its cloud Neuseer platform, through big data, cloud computing, artificial intelligence and other technologies to complete equipment fault diagnosis and predictive maintenance, production yield improvement, operational efficiency analysis, etc. The company’s solutions cover the entire process from device connectivity to data acquisition, storage, analysis and deep application in the industry.

Its systematic and heavy solutions are mainly to serve the head customers of the industry, which has been landed in oil, electricity, rail transit and other industries.

The company completed the C round of financing in March 2019.

PAP Technology (Platform Solutions)

The company was founded in 2018, incubated by the Electronic Engineering Department of Tsinghua University.

Based on edge intelligent acquisition hardware, AI technology development and SaaS platform for intelligent equipment management, PAP provides early warning of equipment failures and optimizes the production process.

The company hopes to get through the whole industrial chain of equipment pre-installation, post-installation and operation and maintenance services, and form an equipment management platform for the whole industry.

The management equipment is mainly general mobile equipment, including pumps, motors, compressors, blowers, ventilators, etc.

The company received angel round financing led by Baidu Ventures in November 2018.

Tianze Zhiyun (platform solution)

The company was founded in 2016, mainly based on the domain knowledge of engineering experts, industrial big data platform and AI technology to provide industrial enterprises with data collection and analysis, equipment health management, fault prediction and diagnosis, energy saving and consumption reduction and other industrial intelligent solutions.

Starting from the industrial scene, the company has longitudinal closed loop of data acquisition, edge calculation, data analysis and modeling, system deployment and industrial application.

In the concrete implementation, the CPS technology is used as the framework to build the state model and decision model from individual to cluster based on the elements of personnel, equipment, resources, environment and activities in the physical space in a data-driven way, build the industrial intelligent system, and develop all kinds of intelligent applications based on the system.

The company mainly provides customized solutions for medium and large enterprises, and has landed in wind power, machining, rail transportation, tobacco and other industries. Among them, it has formed intelligent products in the field of wind power that can be quickly replicated and promoted in the industry.

At the beginning of 2019, the company received A round of financing led by Foxconn, followed by Lenovo and IDG.

Pulsar (platform solutions)

Founded in 2016, the company provides a series of services, including data collection and analysis, online monitoring of equipment status, equipment failure prediction and health management, production and maintenance decision optimization, to help customers improve production efficiency, improve the rate of good products, extend the service life of equipment, and reduce maintenance costs.

At the technical level, the company has built a CPS 5C system, developed an intelligent data collector and an AI-based equipment fault diagnosis algorithm.

Its products and services have landed in many fields such as rail transit, automobile manufacturing, smart power grid, rotating machinery, power generation equipment, precision machine tools, tobacco manufacturing, industrial robots and so on.

The company completed a Series B financing from Eda Capital in August 2019.

Shuwa Technology (vertical industry platform)

Founded in 2014, the company focuses on providing high-concurrency, fully connected power IoT platform and industrial IoT connectivity platform for smart grid field.

The platform can support the access of tens of millions of devices, support the fast access of multi-network and multi-protocol devices, and provide carrier-level stable SaaS private cloud services and customized development services.

The current landing cases include China Southern Power Grid Intelligent Meter Reading Platform, Wenling Intelligent Pump Internet of Things Platform, etc.

Zilan Information Anylink (vertical industry platform)

Founded in 2014, the company mainly helps manufacturing enterprises to achieve intelligent management and control based on hardware and cloud platform.

Company’s AnyLink Cloud is a set of monitoring management system based on Cloud computing architectures, with huge amounts of data storage, remote real-time monitoring and fault early warning, program update, etc, at the same time provide standardization of four function modules, respectively is the OEE/energy-saving operation efficiency, the life of the parts and consumables, maintenance and repair order management, remote diagnosis and software updates, Users can choose the configuration according to the actual demand.

At present, HVAC, packaging machinery, photovoltaic, high-speed rail, intelligent factory, intelligent water, intelligent buildings, equipment manufacturing and other industries.

Intelligent engine information (platform solution)

Founded in 2014, the company uses the Internet of Things and machine learning for industrial equipment fault detection and operation and operation analysis.

The company has launched an industrial data analysis platform and an algorithmic SaaS application service. It has also developed a general failure warning model that uses machine learning models to process historical data, combined with real-time sensor data to predict possible problems.

It has been implemented in new energy power generation, power transmission and distribution, petrochemical and other industries with high output value and high equipment value.

Yingshi Technology (Platform Solution)

Founded in 2014, the company uses industrial big data mining and real-time analysis technology to provide enterprises with equipment status feature mining, equipment early warning monitoring, production process quality early warning and other services.

Its DatanEuro series of products for analysis and early warning of equipment operating conditions includes data cleaning and pretreatment, sensitivity assessment of data parameters, data feature mining and modeling, as well as historical status platform and real-time status early warning and monitoring functions.

At present, it has landed in electric power, military industry and chemical industry.

Zhiyun Technology (platform solution)

Founded in 2016, the company provides equipment digital operation and maintenance platform and industry solutions for equipment suppliers and factory users by using industrial Internet of Things and information technology.

Its Phoenix intelligent device cloud platform includes two core functions of Internet of Things monitoring and digital operation and maintenance. It involves a series of business processes and functions such as device data monitoring, work order management, assignment, data analysis, role authority and so on, which can be understood as an ERP system in the special field.

Kuang Kuang Zhi Manufacture (Subdivision Application)

The company was founded in 2015. Based on the Internet of Things technology and cloud platform, it creates cloud MES for customers, namely digital intelligent workshop management system, to realize the production and operation of equipment data and intelligent decision-making.

In addition, the company has also developed after-sales customer service management and intelligent marketing platform “number +” for equipment manufacturers, in which the intelligent marketing platform can provide equipment manufacturers with the quantity, model, market share, customer product type of the customer’s equipment, and help the maintenance and secondary sales of equipment.

The company mainly landed in the field of vehicle manufacturing and electronic manufacturing.

Jiandi Information (Platform Solution)

Company was founded in 2014, through field bus and network communication, real-time database, such as technology, research and development of the Internet of things data terminal, personnel, machines, materials, products of the plant, process parameters, environmental parameters, quality status, water and electricity, oil and gas information such as networking, real-time production conditions in the process of perception.

Its products include “DI E Factory”, an intelligent factory construction solution for processing plants, “DI E Operation and Maintenance”, a remote operation and maintenance product for equipment manufacturers, and a fine management tool for real-time monitoring of production environmental parameters and energy consumption.

Gechuang Dongzhi (vertical industry platform)

Founded in 2018, the company was incubated by TCL. It integrates 5G, AI, IoT, big data and other technologies to provide data acquisition and big data analysis platforms for users in the hardware manufacturing industry, so as to achieve predictive maintenance of equipment and intelligent manufacturing IT solutions in factory supply chain and energy management.

ThingLinx (Platform Solution)

Founded in 2016, ThingLinx, an industrial IoT device platform product, provides one-stop SaaS services from device access, operation monitoring, equipment asset management, predictive analysis of industrial data, etc., and helps equipment manufacturing and industrial production enterprises to build equipment monitoring, equipment management, equipment operation and maintenance systems with equipment as the core.

We have products and services in high voltage frequency converter, power distribution equipment, air compressor, refrigeration and other fields.

Maximal point (platform solution)

The company was founded in 2015, mainly landed in the new energy industry lithium battery and solar photovoltaic manufacturers.

Due to the low level of industrial informatization in China, Big Point focuses on providing industry users with big data analysis and processing technology.

By installing the “Big Point” software package on the device, the manufacturer can directly connect the data of each link of production to the “Big Point” cloud, and the cloud will collect the data and process the data through the core technology of industrial Internet of Things bus, IoT DataHub and DSDB real-time data warehouse equipment. In this way, it can help enterprises to grasp the problems in the industrial process and optimize them timely.

The company has received tens of millions of RMB pre-A round of financing in 2016, which was led by Shengjing, followed by Ebber New Energy Industry Fund and Innovation Valley Dream Chasher Fund.

Zhongke Yunchuang (platform solution)

Founded in 2013, the company provides comprehensive information technology services and solutions for industry users using the Internet of Things and cloud computing technology.

The main product is “Cloud in Control”. This platform integrates the Internet of Things, cloud computing, big data, artificial intelligence technology and AR technology to provide users with remote maintenance services for industrial equipment, which has been landing in the field of intelligent consumption.

The company has reached business cooperation with Lenovo, Baidu, Dell, China Unicom, Microsoft, Haitian, Honeywell, and other well-known enterprises at home and abroad.

The company has secured four rounds of funding.

Aerospace Intelligent Control (Platform Solution)

The company was founded in 2010, the core products are equipment fault diagnosis, security prediction as the core of the industrial Internet platform, to provide customers from the sensor integrated module of the sensing layer, the acquisition layer of high-precision collector and other hardware products, to the software layer of monitoring control, predictive maintenance, expert diagnosis and other services. Help enterprises to reduce safety accidents, reduce the rate of equipment unexpected shutdown, reduce equipment maintenance costs, reduce labor costs, etc.

At present, customers are concentrated in the process manufacturing industry, with petrochemical, steel, electric power, coal, transportation, military industry as the core.

Revenue in 2019 is expected to be about 100 to 200 million yuan.

In 2019, the company completed the A round of financing of tens of millions of yuan, led by Qifu Capital and followed by Ginkgo Valley Capital.

Xuanyu Technology (Platform Solution)

The company was founded in 2017. By building a service system based on the collection, aggregation and analysis of massive industrial data and the modeling capability of machine learning, the company has built an industrial cloud platform with effective connection, elastic supply and efficient allocation of resources.

Then combined with IoT equipment, intelligent connection equipment and other auxiliary hardware, to provide the factory with the overall solution of the combination of hardware and software.

Focusing on 3C manufacturing, the company once provided high-end CNC machine tool services for the production line of a large manufacturing group. It used machine learning to predict when the tool needs to be changed and shorten the downtime of the production line from tens of minutes to a few minutes.

Multipath Information (Subdivision Application)

Founded in 2016, the company focuses on industrial Internet of Things and big data analysis and research and development, and provides IoT-driven SaaS software services for the digitalization, intelligence and transformation of industrial manufacturing enterprises.

The company will focus on the production process management, with the massive real-time data generated by the equipment as the core, to achieve data-driven continuous improvement and continuous improvement of refined management, for the enterprise to improve production efficiency.

Products landing in the use of a large number of CNC machine tools of metal parts processing industry, at the same time in 3C, automobile, transportation, high-speed rail aviation and other equipment manufacturing industry has a wide range of applications.

The company has completed the 10-million-RMB pre-A round of financing from Songhe Capital and Xianfeng Evergreen in 2017.

RUFF (Vertical Industry Platform)

Founded in 2014, the company provides Internet of Things technology services for building materials, automotive, electronics, energy and other industries.

The company has two major products: the RUFF IoT operating system, which supports JavaScript development, provides a platform for software developers, tens of thousands of whom can use RUFF to deploy their applications to end users’ systems.

The other is Ruff Plant Insight, an IoT application for the industrial sector that helps factories solve problems such as automated production statistics, early warning of equipment failures and intelligent analysis of equipment efficiency.

2. Business operation optimization

Business operation optimization is mainly based on the production and operation process. After networking the equipment, personnel, raw materials, process and other information involved in the operation link, the optimization of production and manufacturing, quality and energy management, R&D and design, supply chain optimization, process optimization, safety management and employee empowerment can be realized. Its core value points are to improve efficiency, improve the quality of products and services.

Runstone Technology (platform solution)

Founded in 2018 in Kunshan, the company mainly focuses on the pan-semiconductor industry and is composed of senior professionals in the semiconductor industry. The company has built three product lines of IoT, big data analysis platform and AI fault detection and process automation to provide industrial customers with one-stop solutions for yield improvement, quality control and process optimization. At present has landed integrated circuit, photoelectric panel and PCB industry. The company completed the pre-A round of financing led by Jiayu Fund in February 2020.

Yu Zhen Wu Union (Industrial APP)

Focusing on the machining field, based on the data acquisition hardware “language frame communication box”, it provides equipment management system and production management system for the equipment manufacturing plant and downstream processing plant respectively. The processor-side products can be understood as lightweight cloud MES, which covers the core processes and management scenarios of production management, including process association, production arrangement, tool management, quality management, etc., so as to help factory managers control the production process and results in real time, and optimize production based on data. The company completed A pre-A round of funding led by Source Capital in November 2019.

Black Lake Intelligent Manufacturing (Subdivision Application)

Founded in 2016, the company provides industrial process collaboration and data analysis SaaS products to medium and large scale customers in discrete and semi-discrete and semi-process manufacturing industries. The Black Lake Intelligent Manufacturing Collaborative System developed by the company can help customers complete the construction of digital factories within 4-8 weeks, and based on real-time data and information to drive efficient collaboration between departments and levels; Based on the historical and real-time data of the factory, Black Lake Intelligent Manufacturing MI uses data modeling and machine learning to form data insights that can assist decision-making, so as to replace people’s subjective judgments based on experience in some dimensions. In May 2019, the company completed the B round financing of 150 million yuan from several institutions such as Jinshajiang Venture Capital, BAI, GGV Source Capital and ZhenFund.

Sunze Technology (Subdivision Application)

The company mainly for discrete manufacturing small and medium-sized enterprises to provide workflow information system “Great Holy MES”. The MES system takes workers as the core, combines the material grab and the two-dimensional code to connect the material with the order information and the corresponding equipment. The company’s customers are mainly small and medium-sized matching enterprises.

New Nuclear Cloud (Subdivision Application)

The company was founded in 2015, mainly for the factory in production, planning, order, procurement, quality, inventory, supply chain and other core pain points to provide cloud ERP+ cloud MES digital solutions. Through the integration of ERP and MES, as well as the deployment of the underlying data acquisition hardware, the new nuclear cloud can connect the device layer, the control layer, the workshop layer and the enterprise layer, and solve the problem of the separation between the management layer and the executive layer. At present, the company mainly locates in the auto parts industry, and its customers include Dongfeng Nissan, Mercedes-Benz and Tesla level 1 suppliers, ENN Group and so on. The project was previously selected as the first DemoDay of YC China.

Huayun Zhilian Information (Subdivision Application)

The company was founded in 2018. Its Digital Manufacturing Management Platform (Intelligent MES) creates intelligent solutions from production site to enterprise operation and management through machine learning algorithm, dynamic scheduling algorithm and other AI technologies, and provides a solution combining standardized modules and customized development for manufacturing enterprises. The company provides data collection and big data analysis services throughout the manufacturing enterprises’ research and development, design, manufacturing, warehousing, logistics and other links, emphasizing on the business details of fine management and control. The business model is divided into online and offline. Online mainly serves small, medium and micro customers with standardized products, while offline provides customized solutions for big customers.

Mohr element (subdivision application)

Founded in 2017, the company was initially a MES system service provider, and later developed Moore cloud development platform, Moore cloud intelligent manufacturing system, Moore industrial cloud service platform and other technologies. The company provides factory customers with intelligent factory planning, data-driven intelligent manufacturing and intelligent decision-making and other professional solutions, at the same time, also landed MES open source cloud platform. The open source cloud platform can bear more diversified demands and functions. Through it, customers can build their own MES system independently to realize digital transformation without spending too much money.

Bola Technology (vertical industry platform)

Founded in 2014, the company provides industrial Internet solutions for factory customers through the construction of intelligent connection layer, industrial PaaS layer, algorithm layer and business layer. Among them, the PaaS layer mainly gathers and analyzes massive industrial data, and supports the micro-service framework of application development. The algorithm layer provides the algorithm service for the industrial scene, including the algorithm required by the industrial knowledge component and the principle model component. The business layer provides production scheduling, planning management, production process management, quality management, equipment management, data traceability and other functions to help enterprises realize the digitization of production links, improve planning accuracy, improve scheduling efficiency, improve quality level, and reduce inventory turnover. The company provides cloud MES products for small and medium-sized customers, provides customized solutions for medium-sized enterprises, and provides regional or industrial Internet platform construction for large and medium-sized enterprises. At present, it has landed discrete manufacturing industries such as automobile and parts, mechanical processing, textile, hardware and so on.

Huigong Cloud (platform solution)

Founded in 2016, the company focuses on the manufacturing and operation of discrete manufacturing, providing management consulting and intelligent manufacturing platform-level solutions. Developed the “IN industry • manufacturing operation platform”, including PaaS platform and SaaS application module. The SaaS application includes more than ten modules such as project management, production planning, immediate management, supplier management and smart brand, covering multiple industrial links such as design, procurement, production and service. Customers can call the corresponding modules directly according to their needs. At present, it mainly falls into the electrical field.

Pratt & Whitney Intelligent Manufacturing (Subdivision Application)

The company is jointly invested and established by Xizi, one of the top 500 enterprises in China. Its Puhuiyun MES is an online production management SaaS system for small and medium-sized manufacturing enterprises. Through real-time data acquisition and collaborative management of sales, procurement, warehouse and production, the production management visualization is realized. We have cooperated with dozens of enterprises in sheet metal, machining, mechanical assembly, injection molding and other industries.

Construction Cloud Network (Subdivision Application)

Founded in 2018, the company was formerly known as Beijing Keximeng Software Co., Ltd., an ERP R&D manufacturer in the industry. Based on cloud computing, Internet of Things and big data technology, the company provides customers with ERP, CRM, intelligent decision report, intelligent production scheduling, collaborative manufacturing, barcode (two-dimensional code) management, WMS warehouse management and other systems. Products have been in coal machines, coal mines, flexible packaging, steel structure and other industries landed.

Qiu Ya Technology (vertical industrial platform)

Founded in 2014, the company focuses on the field of energy and power. With the “cloud + end” framework of industrial big data analysis products, the company provides users of energy groups with system functions such as data service, algorithm model, knowledge service and intelligent decision making. Among them, “terminal” service is based on AI technology, which uses intelligent inspection equipment, such as patrol inspection handheld terminal, AR glasses, positioning helmet and other sensors to collect working data of people, characteristic parameters of the environment and various operating parameters of the equipment, and constructs all-round data monitoring. “Cloud” platform is based on real-time input of patrol inspection data and intelligent analysis of data to establish an intelligent monitoring system for power equipment inspection. The company received A pre-A round of financing from Lenovo Ventures in September 2019.

Quan Ying Technology (vertical industry platform)

Founded in 2016, the company provides industrial Internet solutions through the combination of “PaaS+SaaS” product suites.

Intelligent products focus on industrial production, through the digital equipment, production line, production process upgrading, data collection and transmission to the cloud, the cloud through security production digital twin model and analyze the data, combined with the results of the analysis to optimize the production process, so as to help improve the production efficiency, reduce production costs, improve product quality.

Our products are mainly in the thermoelectric industry. So far, we have accumulated more than 300 projects, and the contract income is about 30 million yuan.

The company has completed the A-round financing of tens of millions of yuan led by Hillhouse in 2019.

Systech Technology (Industrial APP)

The company was founded in 2018, cut into the field of intelligent Kanban for industrial enterprises, the main product is “information control”, which is a factory data collection, processing and analysis tool, supporting multi-terminal display in mobile phones, tablets, computers and TVs.

The product can realize production monitoring and display, data analysis and archiving, production report analysis, alarm response and other functions, but also according to the different needs of different factories to add different modules.

The core competitiveness of the product is that through various algorithms built in the control system, analysts can freely extract combined data according to the needs of the factory and generate the required indicators.

These algorithms allow operational analysts to perform analysis without having to know the code.

In 2019, the company obtained angel round financing of nearly 10 million yuan from Gobi Venture Capital.

Hongpu Information (vertical industry platform)

Company was founded in 2016, is a industrial company Internet data analysis, based on AI, statistical modeling, big data technologies, such as for semiconductor manufacturing enterprises, providing visual image defect detection, equipment and production process optimization product solutions to help customers improve product rate, reduce labor costs, improve production efficiency.

The company has formed a standardized software products in the field of photovoltaic, has landed in the industry top users, customer unit price in millions to tens of millions of levels.

In 2018, the company received 6 million yuan of angel + round financing from Yongzhou Capital.

3. Industrial ecological innovation

And equipment asset management, business operations optimization in view of the enterprise internal value, industrial ecology innovation emphasize the collaborative research and development, manufacture of upstream and downstream industry chain level, including the capacity to micro, small and medium enterprises, digital form a unified manufacturing resource pool to provide, reduce mismatching of orders and production capacity, can also be based on the real data of industrial enterprises, joint financial institutions to provide loans, etc. Its core value is to create new value.

Kunlun Data (vertical industry platform)

Founded in 2014, the founding team is from IBM, Huawei, Siemens and other world-renowned enterprises.

With the industrial big data business into the industrial production scene, cooperate with the industry leading enterprises to implement the industry Internet solutions.

The company released the industrial Internet platform KStone is equivalent to the establishment of an ecological open App Store for various industries, through the connection of equipment, software, systems, people, etc., for different access parties to create or choose applications and services.

At the same time, based on the interaction between platform data flow and business flow, upstream and downstream collaboration can be formed in the multi-dimensional aspects of industrial innovation and research, quality improvement, capacity matching and so on.

For example, the industrial Internet platform of the new energy power generation industry, which Kunlun Data participated in building, brings together the data of wind farm, photovoltaic farm and other power generation end and the electricity consumption data of downstream enterprises, achieves the matching of supply and demand to optimize the consumption of new energy, and can even derive financial services such as power plant asset securitization.

In addition, based on industrial mechanisms and big data algorithms, the company also helps enterprises to identify key processes and core processes related to the process, so that enterprises can break through core technologies faster.

At present, the company’s products and services have been in the new energy, electronic semiconductor, new materials, chemical fiber, paper, machinery industry landing. The company completed the B round of financing in 2016.

GIDS (vertical industry platform)

Founded in 2016, the company provides industrial enterprise customers with industrial Internet platform solutions including data gateway, PaaS and SaaS platform.

Based on PaaS platform data, managers can monitor equipment abnormalities in real time to avoid malfunction shutdown or improper operation, as well as monitor each worker, each device, daily production and production efficiency.

The company integrates production capacity resources by collecting PaaS layer data of several small and medium-sized processing plants, thus forming a real-time production resource pool, and providing order drainage and financial services for them.

Focusing on the field of CNC machining, the company completed A round of financing from Jinshajiang Venture Capital and Hupan Shannan Capital in December 2019.

Zhibu Link (segmented applications)

The company was founded in 2014, based on the textile industry of cloud ERP system, as an intelligent dispatching center following apparel brands and garment factories at the downstream end of customer orders, at the upstream end connected to the mill, dyeing, weaving mill, then disassemble the upstream customer orders, through the Internet of things and single system, organization system of factory production across factory finish fabric and production.

The company completed a $100 million C round of financing led by Tencent and Sequoia China in September 2019.

Baibu (Subdivision Application)

Founded in 2014, the company initially focused on B2B trading platform for textiles, and then gradually developed a production capacity matching platform for grey cloth.

Based on AIOT and SaaS services, the downstream orders are classified and aggregated first, and then the system disassembles and allocates them to a single loom in the grey cloth factory to complete the capacity allocation.

Baibu’s AIOT equipment in the production process has laid more than 100,000 looms, covering about 8% of the loom capacity of the whole industry.

The company completed a $300 million D round of financing led by DST Global in December 2019.

Cloud factory (segmented applications)

Founded in 2014, the company has built an online manufacturing platform. Customers with processing and manufacturing needs can directly upload drawings and other information on the platform. The platform will automatically quote prices, generate standard chemical orders and distribute them to the corresponding manufacturing plants.

On the factory side, the cloud factory has part of its own capacity, and also integrates other processing plants, which together constitute a “processing resource pool”.

By matching production resources with the order demand line, the cloud factory can reduce the processing cycle to less than 50% of the traditional way and the processing cost to 30% of the average market level. At the same time, it can also effectively solve the problem of idle capacity of the processing plant before.

At present, the cloud factory mainly focuses on the processing business of small and medium-sized batch structural parts, including hand-board parts, hardware parts, 3D printing, soft film reproduction, etc., and the number of customers on the platform has reached more than 20,000. In 2018, GMV reached hundreds of millions of yuan.

The company received a Series B financing from Foxconn in March 2019.

Non-working software (subdivision application)

The company was founded in 2015. Through the design and algorithm research of APS system automatic production scheduling for manufacturing enterprises, the company has developed ORAPS intelligent supply chain cooperative production planning management system (ORAPS).

The system takes machine, material supply, production process and personnel into consideration, and arranges production according to the customer’s delivery date, so as to synchronize production, supply and marketing.

At present, we have landed cases with aviation forging company, textile company, printing and dyeing company, high-end auto parts processing company and so on.

Data security layer

Industrial interconnection technology enables previously closed devices to be connected to the Internet, and network security issues become more prominent. Therefore, industrial security protection layer is required to run through the entire architecture. The state also formally implemented the “Cybersecurity Law of the People’s Republic of China” on June 1, 2017, and made strict requirements for industrial control security of power and other core infrastructure. Similar to the industrial Internet, industrial security protection also needs to provide corresponding solutions according to the characteristics of all walks of life, with high industry barriers. We summarize the various types of enterprises in the field of industrial control safety, listed as follows.

Heaven and earth and xing

The company was founded in 2007, is an industrial control system life cycle information security solutions provider.

The company has independently developed the industrial-grade security operating system Panguos and the industrial protocol detection and forwarding engine to provide a set of industrial control security overall solutions. The company provides security risk assessment in the early stage, develops targeted project implementation design scheme in the middle stage, and provides security operation and maintenance optimization scheme and security services in the later stage.

The product line is divided into three categories: monitoring, protection and management.

The monitoring category includes intrusion monitoring system, industrial control threat monitoring system, etc., while the security protection system is a product that can replace the traditional anti-virus software. The management products can not only manage the equipment, including the equipment of other security manufacturers, but also manage people.

Its industrial control system has been implemented in power, petroleum, petrochemical, iron and steel metallurgy, rail transit and intelligent manufacturing and other infrastructure fields.

In October 2019, the company completed the C round and C+ round financing of RMB 200 million, led by Yida Capital. Other investors include Guangzhou State-owned Whampoa Zhizao Fund, ZTE and Songhe Capital.

Mr. Weaver technology

The company was founded in 2019, focusing on the industrial Internet security monitoring field, can continue to provide users with evaluation and monitoring, control and early warning, notification of comprehensive solutions and security services.

Its products and solutions have been implemented in electric power, petrochemical, rail transit, tobacco, water, natural gas, intelligent manufacturing and other industrial enterprises, government agencies, education and research institutions and other fields.

In December 2019, the company obtained angel round investment from Shenzhen Double Innovation Fund Management Co., Ltd.

Long Yang science and technology

Founded in 2017, guided by Beijing State-owned Assets Supervision and Administration Commission and Beijing Economic and Information Technology Commission, the company provides security solutions and services for industrial control network, Internet of Things and key infrastructure network security protection.

Its industrial control safety equipment system includes protection, detection and management, and other types of equipment.

In the example operation, ChangYang first establishes a whitelist database for all compliant device data and instruction data, and at the same time establishes a blacklist database for known non-compliant information types such as viruses.

The software and hardware of its security equipment will check the transmission data, release the white list library, block the black list library and alarm to clear it.

For the newly discovered virus in a node, the security device will synchronize to the whole security system for screening and updating the blacklist library.

In addition, USB security protection equipment will be deployed on the server and host to control the media devices accessed through the terminal USB interface.

Changyang Technology has also developed a security situational awareness platform for risk prediction. Based on the collected data of a large number of production environments, intelligent algorithm analysis is used to trace the source of viruses and predict security vulnerabilities and attacks. Its customers are mainly large state-owned enterprises in the fields of petroleum and petrochemical, electric power, metallurgy, rail transit, intelligent manufacturing, military industry and military, tobacco, government education and so on.

It is reported that the company in the field of industrial control information security market share has reached 10%-15%.

Completed the pre-B round of financing in October 2019 from the investors including Co-Venture Capital, Cornerstone Fund, Outlook New Investment and Geng Capital.

Chain of wood science and technology

Founded in 2017, the company takes industrial control security business as the entry point and provides industrial control security solutions and services for industrial users through big data and AI technology.

Independently developed the protocol parsing engine, AI active defense model and other modules, and took the program module as the minimization prototype unit for iterative upgrading rather than products.

In the future, the company will provide industrial Internet tools at the business level based on customer needs.

It has launched products in the power, oil, tobacco and water sectors, and received pre-A round of financing from PwC Capital and others in January 2019.

Dressing table of science and technology

The company was founded in 2018, relying on industrial control security (lighthouse) laboratory, research and development of industrial control security basic technology, cutting-edge technology, new industrial control network security solutions.

Threat situational awareness on the enterprise side of the company includes three sections: industrial control security incident and alarm management system, industrial network security monitoring device and lighthouse security threat perception system. It mainly provides customers with industrial information security situation early warning and security threat analysis services of networked industrial control system.

A lighthouse safety center has also been set up to assist in situation assessment and disposal decisions through data analysis and verification services.

In addition to service integrators and hardware and software manufacturers, the company also has government departments, design institutes and research institutes customers.

It completed the pre-A round of financing from Qiming Star in May 2019.

Wei knut

The company was founded in 2014, industrial security business model for the deployment of network protection equipment in the industrial production network and then unified into the management platform.

Developed industrial equipment analytic DPI technology to help customers identify a variety of industrial network traffic, data, protocols and instructions, and based on this big data modeling to find out whether the network behavior is abnormal.

With large and medium-sized enterprises in the fields of petroleum, petrochemical, coal, municipal transportation, military industry, and intelligent manufacturing as its main customers, it has obtained the C round of financing in 2018 led by Hanfu Holdings, followed by Hongjin Investment, Cyblor Investment, Chouyuan Venture Capital, and 360 Enterprise Security Group, a strategic investor.

Six dafen

Founded in 2018, the company is a provider of industrial Internet security products and solutions.

The business focuses on the two major business directions of industrial control security and cloud security, providing industrial customers with security products and complete solutions.

The product line in the industrial Internet field includes: LINSEC Industrial Information Security, CSEC Cloud Security, NSEC Network Security, SSA Situational Awareness four categories.

The company’s current research and development focus on artificial intelligence, industrial protocol analysis, vulnerability mining, big data and other technologies.

The company has received tens of millions of cloud strategic investment in 2018.

Map of rongan network

Founded in 2018, the company is a supplier of industrial control safety products and technical services, mainly providing comprehensive solutions in the fields of power, rail transportation, petroleum and petrochemical.

The company provides highly reliable industrial-grade hardware products and platform software with hardware and software integration, and cooperates with downstream system integrators to help industrial users solve the three scenes of frequent security problems in the industrial field — Internet, human interaction, and system loopholes and backdoors.

The company’s products will be commercialized in 2019, and the contract income has reached tens of millions of yuan.

The company has completed the A-round financing of tens of millions of yuan in 2019, and the investors are Junsheng Investment and Tongwei Capital.

Its science and technology

Founded in 2016, the company is an industrial control security manufacturer based on network behavior analysis and deep machine learning.

The core product is “industrial network behavior management platform”, the main functions include assets, business, behavior and security identification;

Dynamic perception based on asset, business and behavior data;

Continuously track and protect against asset changes, threat risks, security incidents and abnormal behavior.

The service field is mainly electric power industry, with a team of about 70 people. In 2019, the contract amount has reached over 100 million.

In 2019, the company obtained the A-round financing of tens of millions of RMB invested by Chen Caizhi.

Ann point of science and technology

Founded in 2016, the company provides industrial control safety products for intelligent manufacturing, automobile, steel, energy, electric power, military and other continuous production industries.

The company’s products are divided into software and hardware. The hardware is similar to the switch, and the software is solidified in the hardware. The products are divided into security micro-isolation system, industrial security audit system, network threat perception system, SOTS simulation training system, trusted environment certification system, and data security system.

At present, the company has served more than 10 large customers, and the average customer unit price is between 500,000 and 2 million.

The team consists of about 20 people. In 2017, it obtained A round A financing of 45 million yuan, which was invested by Jiuli Group.

No other Ann technology

Founded in 2016, the company provides industrial safety solutions and special safety products for users in electric power, petroleum and petrochemical, metallurgy, chemical industry, rail transit, intelligent manufacturing, tobacco, military, municipal and other industries.

The company’s products can be divided into three categories. The first category is basic industrial control safety products, which have been applied on a large scale in major industries and can fully meet the needs of level protection 2.0.

The second category is business security products, mainly in petroleum, petrochemical, electric power, intelligent manufacturing and other industries. It integrates industrial control safety technology with business application, and has achieved small-scale delivery at present.

The third category is industrial Internet security products, currently in the research and development stage.

The company completed the A round financing of tens of millions of yuan in 2019.

At the end

With the increasing demand for the transformation and upgrading of industrial enterprises, as well as the maturity of the Internet of Things, big data, cloud computing and AI technologies, the industrial Internet has also attracted more and more attention from the capital market.

Shugen Internet completed the B round of financing of 500 million yuan led by Hejun Capital in June 2019, and Xugong Information also obtained the A round of financing of 300 million yuan led by Hillhouse after it was delisting from the New Third Board.

Of course, the number of generic platforms is limited, and the potential investment opportunities are more in a large number of vertical industry industrial Internet platforms and solutions.

We analyzed the financing records of more than 50 vertical industry platforms and solutions mentioned above. We found that 50% of them had a financing event in 2019, and 76% of them had a financing event after 2018.

On A round-by-round basis, 29% of companies that have recently raised money in Series B and C, and 42% of Series A companies.

Financing times, more than 70% of the companies have more than two financing experience.

It is not difficult to find that the implementation cycle of industrial Internet is long, there is payment days, and it needs continuous technical input and personnel expenditure, and its financing needs will also exist for a long time.