工业4.0领域八大投资机会与逻辑
1 工业4.0与智能制造领域投资机会总结01平台为王、系统集成先行、软硬结合最佳，软件优于硬件02操作平台：系统操作平台、数据库、工业大数据、工业人工智能03系统集成：汽车、3C、家电、制药等行业系统集成04软件及通讯：MES、PLM、工业以太网05工业物流：自动化仓储、AGV06工业设备：传感器、RFID、机器视觉2工业4.0与智能制造投资四点感悟1 智能制造投资并非投资制造业本身，而是要投资为制造业升级改造提供工具与服务类的企业标的2 要投资新的变化与高速增长领域（工业软件、工业物联网、工业通讯、工业大数据、工业人工智能等领域，工业本身属于稳步增长属性，如要获取较高投资回报，应重点投资更加偏向软件、平台等在工业的应用领域）3 研究与布局未来的几年的风口（对智能制造细分领域未来发展阶段和趋势有判断，布局未来几年的热点及风口，多处于早期小规模企业,，现在的热点风口很有可能成为陷阱）4 智能制造产业链上下游投资布局和围绕重点已投企业深度开发（产业链资源上下游整合针对已投企业如具有平台功能，围绕该企业开展深度服务，提高投资回报）http://5b0988e595225.cdn.sohucs.com/images/20171015/29a2ee3b4f5548e7b80b6e5e77de5acf.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/5f091dd07a2045e98e3fa3dca996158e.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/19e55c94b7174f9e99be6912b0922a09.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/1fa92e708f8342d9b53f787d28b0c60b.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/b90bab6965d94ebcbe6b13d516a84d6c.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/c60120003ced43db9e90e502291ae9a5.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/1273f24b68494d2da5f132fb80f33ff0.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/6c5eb20fbd8041748da26a2da5a6cae5.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/e9429d1c27c24ea7af6152fdc3b238f5.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/7d9c5760128d4af1a12b7f9519c0decd.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/4843606b609a4f14918fe094ae45d1a9.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/66d7750796fe46cebb7e05817aa8d0e4.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/098719c599354b1284204f31bb239894.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/4529ba2a230a46638929b947e1f69c0d.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/42a2c7ca158a4c918ab008b81f1c0461.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/74aaf1f24196492f8408b96a66d8838f.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/a619d11d43ae4624be4dbc4e8ba00896.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/6b003a4102ba46d5a4f59681abdac74c.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/1bbc2c4a283f46438de49abfc1dd6d29.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/4bc952bcf59b47f4b6af83fabd716652.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/9a1e6f46bdce4c8a9c4d9e5260a78bbd.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/0058d3cdad2144f9ab3e20d022fcb585.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/29879265ce234e2da19fc023c43ef51a.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/b175fb10296f48969fae0377c5921007.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/11657158a0834cada8af55525cf2e117.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/554bf8dcf1f1452cadd586b4c3576c2b.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/c7b50ca002a04143899cf7cba7589d0c.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/c0de0245085d42ba8128a46abc4c9d44.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/eec029c2ede34abe8df3d1b134588193.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/e7c2ab69a9c04f87a816fc8f6dfb4daf.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/77690a02b0ea4f0cbdf911349b315928.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/90d7fd396a9f413b8829fdee7e325b4f.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/595402713d0d42ee81d6729ae4a13cc4.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/26765e44a9cd4f0daac054adeff0dcda.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/43af454b481849be82d9a2cb79c70bbb.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/f76962bb977143308da1e619121c2adb.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/407f5656f7a846e69e3201e746cf327e.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/6e16719f4df34a3bbfa7cf7843a19c6e.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/f085825d40ce4eb18602958843a9cb55.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/69b1a8e9cfd74bd5958a65154063ae16.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/2d6980d402994458beb13182feeb089e.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/6756f4eba64c4d1694a834be226c96a6.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/f24cadf0314e40c2a1d70ea96058277e.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/7d66792a3add4b8abec95b496792753a.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/69a57cc5ecf34c78a498a8612c209e43.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/fabd4b7c1e8348069b3f7a25ffb21289.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/1b3d267851764e548f85daff42e1e09c.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/1015b1d3f66748e785f7d158659cb189.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/ea887c782aae472c8ffbf4a8362ea37d.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/817413f99d834417b7d900ee947171c6.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/4adc5246b606471ba0ed1f30d47d20e4.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/3db5191aeca84d2d94aaa07f4ec83a02.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/ac3db4458d3f4bfda9f86376b9442bfc.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/0b52cdd3ff1e4ebe90b34e61f1ada0e9.jpeghttp://5b0988e595225.cdn.sohucs.com/images/20171015/01989f4922e14fe0978a6eee6641b5fc.jpeghttp://5b0988e595225.cdn.sohucs.co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