随着工业互联网主题概念的持续发酵，同花顺公布的工业互联网指数上周大涨13．04％，同期工业指数仅微涨1．74％，而上证指数则只有0．5％涨幅。分析人士认为，目前投资工业互联网，主要逻辑还是遵循两个主要逻辑，一是利用工业大数据平台开发场景应用的公司，另一类则是拥有行业壁垒的，依托工业互联网转型的制造型企业。
With continuous fermentation industry of the concept of Internet theme, flush released industrial Internet index surged last week 13. 04% year-on-year, industrials rose 1. Only 0 74%, while the Shanghai composite index. 5%
主题延续性较强
消息面来看，3月28日，中国工业互联网安全产业高峰论坛在北京召开。与会专家提出，工业互联网安全是工业互联网发展的前提，是我国深入推进“互联网＋先进制造业”的重要保障。目前，我国工业互联网发展正处于难得的战略发展窗口期，但同时也面临着严峻的安全挑战。华创证券认为，随着富士康中国即将登陆A股，工业互联网主题随着政策持续出台有望延续。
increase. Analysts believe that the current investment in the Internet industry, the main logic or follow two main logic, one is a large using industrial data platform application development scenarios, another kind is with trade barriers, relying on the industrial manufacturing industry in the transformation of the Internet.
从未来的发展来看，工业物联网的核心在于智能制造。爱建证券分析师表示，其中包括了集中式控制向分散式增强型控制的基本模式转变。最核心的目的是由高度灵活的个性化和数字化的产品和服务来取代现有的产物。在革新的模式下，行业的划分将逐渐模糊并最终消失，多元化的合作及不同行业的联合将会形成全新的价值创造和生产链。在这个过程中，机械设备到物联网技术的整体产业链将有机的发展，信息技术与制造技术深度融合的数字化、智能化制造将作为主要目标。
At present, the industrial development of the Internet is in a rare window period of strategic development, but also faces a serious security challenges. China securities believes that with foxconn, China is coming to A shares, the Internet industry theme along with policy continues is expected to continue.
该分析师进一步指出，目前互联网在设计、研发、采购、生产制造、营销、售后服务等各个环节都与工业开始融合，提高工业的运营效率。互联网首先在外部，如采购和营销等环节得到应用，比如在供应链环节，企业通过B2B适用互联网。其次，互联网向上游设计环节渗透，这是目前正在发生的趋势。互联网可以帮助企业收集消费者对产品的需求，并融合到设计和制造环节。此外，制造业服务化、个性化定制、外包设计、外包融资等新模式也已出现。值得关注的是，通过网络协同制造、工业云已出现，互联网正在改变工业制造业，大幅提高生产效率。
diversified cooperation and joint of different industries will form new value creation and production chain. In this process, mechanical equipment to the whole industry chain will be organic development of the Internet of things technology, information technology and digital manufacturing technology depth fusion, intelligent manufacturing as the main target.
两条主线 三个机遇
工业互联网包括网络体系、平台体系、安全体系等，其中最为核心的是平台层。工业互联网平台作为载体，能够联通企业内外部数据，连接信息化与生产部门。截止目前，已有GE、西门子、海尔等多家制造巨头进军互联网工业平台。
The analyst further pointed out that the current Internet in design, research and development, procurement, manufacturing, marketing and after-sales service and so on each link and industrial integration, improve the operating efficiency of industry. Internet in the first place in the external, such as purchasing and marketing applications, such as in the supply chain link
当下以应用的场景来看，工业互联网平台主要分为三层：边缘层、PaaS层和应用层。天风证券投资建议，从工业互联网对机械制造行业升级的角度来看，认为存在两类主要的投资机会：一是出现在利用工业大数据平台进行场景应用型的企业。二是在传统设备行业中拥有巨大优势，并积极向工业互联网转型的传统制造企业。此外，认为计算机行业企业有望直接受益平台层级和安全层级的投资建设。
the enterprise through B2B used the Internet. Second, the Internet penetration to the upstream design steps, this is the trend that is going on. The Internet can help enterprises to collect consumer demand for products, and convergence to the design and manufacturing. In addition, the manufacturing, customization and outsourcing of service design, outsourcing and financing, such as the new model has emerged. Notable is, collaborative manufacturing, industrial cloud has been through the network, the Internet is changing the industrial
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