第一财经

In the next five years, the industrial internet is expected to exceed 2.5 trillion yuan in value, accompanied by significant policy initiatives.

原文:未来5年突破2.5万亿元,工业互联网迎重磅政策部署

Summary of Key Points

Eight departments have jointly issued the "Implementation Opinions on Promoting the High-Quality Development of Industrial Internet," setting goals for 2030 (with the added value of core industries exceeding 2.5 trillion yuan and 50,000 industrial 5G private networks) and 2035 (becoming a global leader in infrastructure and technology systems). The focus is on advancing 18 tasks across five major areas: infrastructure, technological innovation, integrated applications, security assurance, and industrial ecosystems. Emphasis is placed on the integration of industrial internet with AI and independent 5G private networks to support new types of industrialization and the development of high-quality productive forces. Currently, the core industry scale of the industrial internet has exceeded 1.6 trillion yuan, entering a new phase of scaled application.

I. Policy Continuation and Current Achievements: From Pilots to Large-Scale Adoption

The industrial internet is not a new concept—the State Council issued guidance in 2017 with three-step goals for 2025, 2035, and the middle of this century. By now, all the tasks set for 2025 have been completed, with some even exceeding expectations.

  • What are the notable achievements?
  • The core industry scale has reached over 1.6 trillion yuan (equivalent to the GDP of a medium-sized province).
  • It has driven an increase in industrial added value by approximately 2.5 trillion yuan.
  • There are more than 25,000 "5G + industrial internet" projects in use (for example, using 5G to remotely control robots in factories).
  • The number of registered identifiers has exceeded 740 billion (each industrial part has a unique identifier for easy tracking).
  • There are over 340 influential industrial internet platforms (similar to the industrial version of "Taobao," where companies can find technologies and sell services).

The current policy shift focuses on "high-quality development," meaning the emphasis is now on the quality of the industrial internet, rather than just its availability.

II. Future Goals: What Will Be Achieved by 2030 and 2035?

Short-term goals for 2030:

  • The added value of core industries will exceed 2.5 trillion yuan (an increase of 56%).
  • 50,000 industrial 5G private networks will be established (dedicated "information highways" for factories, not competing with civilian 5G signals).
  • Integrated applications will cover 207 types of industries (almost all industries will use the industrial internet).
  • The security penetration rate in key enterprises will reach 80% (factory data will not be stolen by hackers).

Long-term goals for 2035:

  • Build a globally leading industrial internet system that becomes as integral to the national economy as electricity, supporting China's transformation into a manufacturing powerhouse.

III. Key Tasks: The "Five Horizontal and Five Vertical" Framework + 5G Private Networks

The new policy proposes a "five horizontal and five vertical" development framework:

  • Horizontal aspects: Policy guidance, infrastructure construction, technological innovation, application promotion, and ecosystem building.
  • Vertical aspects: Network foundation, identification systems, platform management, data utilization, and security assurance.

Among these, the pilot projects for independent industrial 5G private networks are particularly noteworthy. Why? Industries such as equipment manufacturing and energy require secure, stable networks where production data cannot be leaked. Allowing large enterprises to build their own private networks is like providing factories with "private WiFi," ensuring safety and optimal usage in critical sectors.

IV. AI + Industrial Internet: Reconstructing the Manufacturing Industry at Three Levels

The policy emphasizes the integration of AI and industrial internet, which experts predict will bring three major changes:

1. Smart infrastructure: Factory networks and equipment will autonomously detect issues (e.g., early warnings when machines fail) and optimize operations (e.g., adjusting production rhythms).

2. Concentration of resources: Industrial internet platforms combined with AI will become intelligent hubs, capable of accumulating industry knowledge (e.g., improving car manufacturing efficiency), training AI models (e.g., predicting product quality), and operating as intelligent assistants.

3. Applications from factories to the smart economy: Companies will shift from selling hardware (e.g., machine tools) to selling services (e.g., "machine tools + AI maintenance services). There may even emerge "one-person companies" that can complete the entire design, production, and sales process using AI tools.

V. Opportunities and Challenges: Why Boost the Industrial Internet Now?

Opportunities: A new round of technological revolution is underway, with technologies like AI, 5G/5G-A, and computing power networks maturing. The manufacturing industry is transitioning towards digital and intelligent systems, and the industrial internet serves as a bridge between the real economy and the digital economy.

Challenges: The industrial internet is not yet deeply integrated in all sectors (e.g., some processes require custom systems). AI applications also demand stronger network connectivity and data collection capabilities, so policy support is needed to overcome these challenges.

In summary, the industrial internet is the "operating system" of the future manufacturing industry. This policy aims to elevate its role from a supporting role to a central one, driving high-quality economic development in China.

(The entire text is explained in plain language to make the value and future direction of the industrial internet understandable to everyone.)