What is Industry 4.0 facing in China?

What is the biggest paradox of big data? The analysis of big data is based on relevance, but the relevance of this thing is actually not reliable. You don't know if the relevance is right or wrong, like today I Do not want to talk about this topic. As we all know, Google's AIphaGO recently defeated Li Shishi, and it did not rely on relevance. It was doing two sets of neural networks, one set of decisions, and one set of constant corrections. If you use big data for correlation analysis, you can't rely on correlation alone, and you need to do artificial intelligence. The important thing to do this is to avoid going to the "supply-side reform" for a certain period of time.

Industry 4.0 was invented by the Germans. At the time when the Germans invented Industry 4.0, they focused more on the situation of world competition facing the entire country and proposed a strategy for rejuvenating the country, mainly in the following areas:

First, it is fully digital. All of the design process, including upstream and downstream, is included in the process. This process is very long in the machinery manufacturing industry and can last up to six months. In this way, the development process can be shortened from the idea of ​​development to the final product entry into the market. This is a very important competitiveness of the manufacturing industry.

Second, it is fully networked.

Third, fully automated. Through automation, the production cycle of a product can be shortened. The production cycle is short and inventory is low. With less inventory, there is less risk. This is very important for many industries. For example, in the clothing industry, one-third of the cost of the garment industry is in stock. If you can shorten the production cycle to a short period like ZARA, your inventory will be less.

Finally, full intelligence. The purpose of intelligence is to make a product, but now it may be a hardware effort, but more and more of its software, you can see five to ten years later, when you buy a car upgrade, do not need to change For a new car, you only need to download one software. Fully intelligent makes the product update time shorter, and it can meet the needs of individual users, including the need for personalized customization.

It is nothing more than using such strategies to achieve certain results. However, in these areas, when we moved to China, we all faced problems with soil and water. The issue of toilet seats will now occur. We must all reflect on each student's class in the School of Management. Teachers often say that the most basic business must be customer-oriented and market-oriented. As long as market-oriented and customer-oriented, the issue of the toilet seat will not happen. Knowing the needs of customers and the needs of the market, how could 200,000 people go to Japan to buy a toilet seat, this will not happen. But this matter cannot be solved through Industry 4.0.

I think this issue is a problem in the operation of the enterprise itself. Although 30 years of reform and opening up, most companies, especially manufacturing companies, have developed over the past decade or so. When we joined the WTO sixteen years ago, our country’s economy has developed rapidly and on a large scale. Our companies are busy building factories and do not spend a lot of energy on research and development or investment in science and technology. By the end of 2008, the economy had developed to the top. At that time, adjustments could be made. Afterwards, after the further construction of the factory and the construction of the factory, the profits were made by foreign high-end manufacturing equipment. I remember that in 2007 and 2008, the world's most crucial equipment for LED production was MOCVD equipment. 80% of the world's output was sold to the Chinese market. We spent a lot of money and built a lot of excess capacity.

Until now, everyone has realized that there is excess capacity, so the country has launched supply-side reforms, but the market still has many factors that interfere with it, making it impossible for everyone to spend major energy on the issue. For example, how to solve the toilet seat problem, as a company, you need to continuously increase your R&D capabilities, your design capabilities, and your ability to understand the market.

The Internet has had a very good side, but it has also created a shortcut that allows many entrepreneurs to solve the short-term structural disorder of the Chinese market through the Internet Haitao, but in the end when we use the Internet to import foreign advanced products directly into the market. After coming to China, ten years later, we will find that toilet seat problems still occur in China because our own companies still do not have relevant design and R&D awareness and capabilities. Therefore, Industry 4.0 cannot solve the toilet seat problem.

The issue of talent is the biggest problem facing the era of Industry 4.0. Now the world’s most advanced four precision manufacturing countries, Germany, Japan, Switzerland and Singapore. In Singapore's precision manufacturing, the Singapore government spent a total of 40 years training time and entered the world's top four. The key is the training of personnel.

More than three years ago, an entrepreneur friend from Jiangsu Province had to go to Germany to acquire an accessory company that was a key player in the transmission of the machine tool. Later I found him and I introduced him to a company. After he bought this company, he The gesture of a friend was very good. The company had only 50 people and it was doing very well. The factory was in the country. The friend went to the headquarters of the company and met with the mayor, and the mayor said, "I must do a good job of the company, and then make a The school" sold the company to him. After he was sold to him, he wanted to get the factory in China. After getting China, the defective product rate was above 5%. The production of defective products in Germany was 0.01%. After a few years, he had to shut down the factory. This is talent. The problem.

Enterprises must solve the problem of talents. We can't regard the concept of Industry 4.0 and the Internet as an outlet. Everyone rushes forward, but they have no idea what we are going to do.

When I communicated with the development zone government in Xiamen, Guangzhou, Shenzhen, and other places, I found that local government practices face the same problem. When a company says to do Industry 4.0, or if China makes 2025, for example, when it is ready to invest 30 million yuan, The local government will provide you with 30 million, like when we were doing LED at the time, you bought a device for 5 million US dollars, and the government gave you a subsidy of 5 million. If we continue to do this, in another five to ten years, we will have a lot of bad assets. When Industry 4.0 comes out, we have to think about the nature of these technologies to change the company's stock in order to obtain incremental, and this technology should not be used as its purpose.

To implement China-made 2025, we must let the market decide whether China can make 2025 PK German Industry 4.0. In the contemporary Chinese political and social environment, when this question is raised, I first responded to the class struggle. However, I think that our goal is not to do Industry 4.0. Our purpose is to make Chinese-made 2025, and Chinese-made 2025. We have concentrated a very large group of very talented people. The plan has done very well. But the most crucial thing is to implement it. When we do Industry 4.0 and China Manufacturing 2025, we absolutely cannot be like the software of the development zone, which is led by the government, but it must be determined by the market according to the actual situation of the enterprise.

Today's talk about supply-side reform, supply-side reform In history, the best and most successful thing to do is the reforms of the 1980s, when President Reagan and the British Prime Minister Thatcher conducted. What did the so-called supply-side reform do at that time? First, the government deregulated. Why does the United States regard Reagan as one of the four presidents because he reformed the government, the government let go, and the company's innovation increased. Just like our country’s call now, the government will be less in charge, the enterprise’s ability to innovate will be stronger, and the enterprise’s ability to innovate will be able to find the customer’s needs. On this basis, plus Industry 4.0, our business is even more powerful.