Manufacturing is the foundation of China's real economy, but the lack of prestigious manufacturing brands is the Achilles heel of China's economy. If anyone can reshape China's manufacturing industry, its significance and value will even surpass Alibaba's past reshaping of the retail industry. . Ma Yun has sharply captured the opportunities and significance of the development of technologies such as the Internet of Things, big data, cloud computing and artificial intelligence to upgrade the Chinese manufacturing industry. I think this is the core reason for its extra enthusiasm for “new manufacturingâ€. .
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Recently, "new manufacturing" has suddenly become a hot topic of great concern to the business community.
This topic stems from the speech of Ma Yun, the founder of Alibaba Group, on September 19, 2018, from “New Retail to New Manufacturing†at the “1818 Hangzhou• Yunqi Conferenceâ€. In this speech, Ma Yun system explained Its thinking about "new manufacturing."
Ma Yun said that "new manufacturing" will soon bring swept threats and sweeping opportunities to manufacturing industries across China and the world. All manufacturing industries will face much more pain than imagination, while "new manufacturing" It will also bring new opportunities to companies that have an insight into this trend.
So what is "new manufacturing"?
In the speech, Ma Yun defined the standard of new manufacturing. “Is it customized on demand? Is it personalized? Is it intelligent?â€
Ma Yun believes that more than 90% of the machines and equipment will be implanted in the future, and everything will be connected to the Internet. This is the Internet of Things that the industry is talking about. The English name of the Internet of Things is: Internet of Things, or IoT for short. In the IoT era, networked production equipment will create massive amounts of data that will become essential production materials for manufacturing. With big data, the original B2C manufacturing model of the enterprise will be completely transformed into C2B, which is customized on demand.
The industrial line is aimed at large-scale and standardized production, while the data age is to achieve personalized production on the assembly line.
Regarding new manufacturing, Ma Yun’s other important judgment is that “new manufacturing is the integration of manufacturing and service industries. The competitiveness of new manufacturing will not lie in manufacturing itself, but in the creative thinking, experience, feelings and service capabilities behind manufacturing.â€
On this point, the author is more touching. On the second day of the speech “From New Retail to New Manufacturing†at the Ma Yun Yunqi Conference, the author visited Vanke’s new business in property, education and medical care in Xi’an, and with the chairman of Vanke. Yu Liang conducted in-depth exchanges on these business layouts. Vanke is China's best real estate company, and its main business can also be understood as the manufacturing business in the residential sector. Yu Liang explained that Vanke's property, education and medical services are essentially service businesses around the residential main business. The core of these services is to enhance the living experience of Vanke owners, which are part of the differentiated competitiveness of Vanke's residential products.
Vanke's “residential + service†model coincides with the concept of “manufacturing and service integration†advocated by Ma Yun’s “new manufacturing†concept.
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The concept of “new manufacturing†was not proposed for the first time at this Yunqi conference. At the Yunqi Conference two years ago, Ma Yun announced the new retail, new manufacturing, new finance and new technologies of Alibaba Group. With the "five new" strategy of "new energy", Ma Yun predicts that in the next 30 years, these five new aspects will have a huge impact and impact on all walks of life.
After the “Five New†strategy was put forward by Yunqi Conference in 2016, Alibaba Group took the lead in the “new retail†field, and the new retail model represented by Box Horse Fresh Life led a commercial revolution of online and offline integration. It has profoundly changed the brand and traditional retail industry and brought new value to consumers. At that time, the eyes of the outside world focused on the layout of “new retailâ€. Ma’s reference to “new manufacturing†did not attract too much attention from the outside world.
However, after the 2017 World Internet of Things Wuxi Summit, the first Intelligent Expo in 2018 and the Shanghai World Artificial Intelligence Conference in 2018, Ma Yun repeatedly advocated the concept of “new manufacturingâ€, emphasizing that the future manufacturing industry must be “Made in Internetâ€. It is the perfect combination of manufacturing and service industries.
As the most commercial entrepreneur in China, why Ma Yun is particularly enthusiastic about “new manufacturingâ€, which deserves our in-depth study and thinking.
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The author once read an article written by Mr. Huang Tieying, the author of Haidilao You Can't Learn, "Imperial Immigration". Mr. Huang Tieying is now living in Australia. In this article, he described his career in Australia. An experience when reading a marine technician class.
An Australian classmate bought a pickup truck made in China. Mr. Huang Tieying asked him, "How is this car?"
Australian classmates said, "It's good. It's mainly cheap, almost half the price of Toyota."
Australian classmates watched Mr. Huang Tieying drive a Japanese car and asked him: "Why don't you buy a Chinese car?"
Mr. Huang Tieying said, "I don't really believe in the quality of Chinese cars."
Australian classmates smiled and pointed to Huang Tieying. "Ha ha, you Chinese do not believe in the quality of Chinese products?"
Mr. Huang Tieying said a bit slyly: "Some Chinese products are of good quality, and some of them are not very reassuring."
The author can guess that Mr. Huang Tieying’s article mentioned that the Chinese car brand purchased by Australian students should be Great Wall Motor. Great Wall Motor started out as a pickup truck and has a good reputation in overseas markets. This article by Mr. Huang Tieying has caused some thoughts on me. His embarrassment is actually the embarrassment of all Chinese.
Although China's Internet industry has developed rapidly in recent years, it is extremely lacking in excellent manufacturing brands in the real economy. Leading brands in all walks of life are mostly occupied by overseas companies. For example, most of the automotive industry favors overseas brands such as BMW, Mercedes-Benz, Volkswagen, General Motors, Ford, Toyota and Honda. In the field of daily chemicals, we choose P&G and Unilever, and the food and beverage sector is also owned by brands such as Nestle, Danone and Mars. Take the lead. . . . . But developed manufacturing is the foundation of a big country's economy.
Not long ago, the author in Germany, the Internet industry and the financial industry are not developed, the traditional manufacturing industry such as developed cars and machinery left a deep impression on the author. Local residents have highly praised manufacturing companies such as BMW, Mercedes-Benz, Volkswagen, Bosch and Siemens. They believe that these companies not only solve the employment of residents in the local community, but also improve the overall income and social welfare of the citizens. The tax contribution from the real industry has been continuously invested in the improvement of the local natural environment, laying the foundation for the German economy and social prosperity.
And the Internet industry that China has always been proud of, in addition to the few companies that have created a large user value and commercial value, such as BAT, most other Internet companies consume hundreds of billions of dollars in one The battlefield subsidy war, crowding and wasting a lot of funds and resources that should be invested in the real industry, and finally only a small number of people drew a lot of wealth.
Ma Yun is very clear-headed to realize this. Although the e-commerce company represented by Alibaba has revolutionized the traditional offline channels, it has moved consumers' trading behavior from offline to online, but a large number of transactions in the transaction. It is dominated by overseas brands. China urgently needs to have such great manufacturing companies as Apple, Johnson & Johnson, Procter & Gamble, IBM, GM, Ford, Boeing, Toyota, Honda, Nissan, Sony, Panasonic, Volkswagen, BMW, Mercedes-Benz and Siemens. These companies can not only solve a lot of problems for the society. Employment and contribution to taxation can also stimulate the upgrading of products and technologies of upstream suppliers, drive the overall progress of the industry, and provide consumers with reliable quality products, creating huge industrial and social values.
After the completion of the reshaping of the retail sector, with the advent of the IOT era, Ma Yun saw the opportunity to use the Internet, cloud computing, big data and artificial intelligence to enable Chinese manufacturing to achieve overtaking.
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The “five new†strategy of “new retail, new manufacturing, new finance, new technology and new energy†is Ma Yun’s strategy for Alibaba’s next 30 years, which will support Alibaba’s sustainable development for a long time. .
If "new retail" is the current strategic focus of Alibaba Group, then "new manufacturing" is Ma Yun's next ideal, which is fully in line with Ma Yun's mission of "making the world a difficult business" for Alibaba.
Ma Yun said in the speech "From New Retail to New Manufacturing", "We propose new manufacturing, not that Alibaba wants to enter the manufacturing industry, but to help the manufacturing industry to carry out reforms and reforms." At present, Alibaba Group is already helping to manufacture. The industry has made many attempts in the field of change. Among them, the Amoy factory platform launched by Alibaba's 1688 business unit in 2013 is an important representative.
With the development of e-commerce, the merchants represented by Taobao are more and more personalized, multi-variety, and small-volume purchase requirements, which leads to the general difficulty of finding factories, difficult trials, difficult to turn over and new development. Difficult to wait for many problems; at the same time, many production plants have experienced a large amount of capacity idleness and waste of resources because of the sharp decline in foreign trade orders that they have relied on in the past.
The Amoy factory platform is the bridge between E-commerce sellers and quality factories built by Alibaba to solve this problem. The factories that are located in the Amoy factory platform need to upload their information on manufacturing, design and production capacity. The platform can accurately connect the production capacity of the factory to the buyers with corresponding needs through big data.
This aspect solves the problem that Taobao sellers find it difficult to find a factory. In addition, the factory no longer has to worry about production orders. In the past, it relied on the meager foreign trade bills. Now, it doesn’t take any extra effort to find foreign trade customers every year, only relying on the Taotao factory platform. Customized small orders, quick turn orders and chasing orders can also be used to schedule production schedules.
At the same time, the production plant can predict the expected sales volume of the merchants by using the merchant data on the Amoy factory platform, flexibly adjust the factory capacity, and realize the “on-demand†mode from C to B in the production, and complete the scale production to flexible production. change.
At present, the Amoy factory platform has helped more than 30,000 quality factories to achieve accurate matching with big data, so that these factories can obtain accurate customer resources and reduce the waste of capacity and resources caused by supply and demand mismatch.
In addition to the Amoy factory platform, Alibaba Group's Alibaba Cloud is the main force in the implementation of the “new manufacturing†strategy of Alibaba Group.
Suzhou GCL Solar Technology Co., Ltd. is the first manufacturing customer of Alibaba Cloud in August 2016. The two parties agreed to build a GCL PV chip smart factory through big data analysis technology. The first step of Alibaba Cloud's entry into GCL Solar is to standardize all the port data of the workshop, learn and calculate all the related parameters through artificial intelligence algorithm, accurately analyze the 60 key parameters most relevant to the yield rate, and then build the parameter curve. The control variables are monitored in real time during the production process, and the goal of improving the yield is achieved.
After six months of hard work, Alibaba Cloud helped the GCL Solar pilot plant achieve a 1% yield improvement, which is equivalent to saving 100 million yuan in production costs per year for GCL Solar.
After GCL Solar, Alibaba Cloud has developed users in dozens of industrial segments such as Zhongce Rubber, Trina Solar, Chint New Energy and Pangang Group. Among them, in Zhongce Rubber, Alibaba Cloud helped it to increase the pass rate of 5% of the rubber compound; in Trina Solar, Alibaba Cloud helped it increase the A product rate by 7%.
In March 2017, Alibaba Cloud officially released the ET industrial brain. In the Alibaba Cloud positioning, the ET industrial brain is the sensor of the factory's original equipment, supplemented by intelligent algorithms and Alibaba Cloud's powerful computing capabilities, allowing the enterprise's equipment. And the machine can sense, transmit and self-diagnose problems, so as to achieve efficiency and reduce production costs. Since ET Industrial Brain has helped many customers to improve their production quality and efficiency by 1%, 5%, and 7%, it has strengthened Alibaba Cloud's determination to fully open the ET industrial brain and replicate the success scale.
On August 1, 2018, Alibaba Cloud officially released the ET Industrial Brain Open Platform. Based on this platform, manufacturing partners can easily realize production line data collection, analysis, mining, modeling, and quickly build their own intelligent analysis applications.
The ultimate goal of Aliyun ET Industrial Brain is to graft artificial intelligence and big data technology to the production line of manufacturing enterprises, to help these manufacturing companies achieve the synergy between production flow, data flow and control flow, improve production line efficiency, and reduce production cost. The autonomously controllable path enables autonomous and controllable intelligent manufacturing.
In the next three years, Alibaba Cloud plans to recruit thousands of partners for industrial manufacturing to achieve a large-scale replication of smart manufacturing success stories and accelerate the transformation of Chinese manufacturing from traditional manufacturing to “new manufacturingâ€.
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Manufacturing is the foundation of China's real economy, but the lack of prestigious manufacturing brands is also the Achilles heel of China's economy. If anyone can reshape China's manufacturing industry, its significance and value even exceeds Alibaba's past reshaping of the retail industry.
It has deep accumulation in the fields of Internet of Things, big data, cloud computing and artificial intelligence. It is the price advantage of China compared with other overseas countries. The integration of these technologies and manufacturing has given Chinese manufacturers a new opportunity to catch up with overseas brands. It also gave the Chinese economy the possibility of achieving a second take-off with the help of manufacturing upgrades.
Ma Yun has sharply captured the opportunities and significance of technologies such as the Internet of Things, big data, cloud computing and artificial intelligence to upgrade the Chinese manufacturing industry. I think this is the core reason for its extra enthusiasm for “new manufacturingâ€.
China does not lack innovation in the field of circulation, but there is an urgent need to create more great manufacturing brands in various fields. For Alibaba Group's “new manufacturing†strategy, we cannot predict its final outcome, but we are full of expectations.
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