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中国的制造业在发展还没有真正完全成熟时,就迎来了电动汽车、物联网、大数据等技术,使得这个产业一下子脱离了传统产业,我们看重的就是“智能科技+制造”这样的结合带来的机会这几年,我们看到新零售、大数据云计算、文化娱乐行业的投资热潮,一谈到制造业就感觉比较笨重其实不然,中国制造业的发展空间,相比消费类更大,制造业中的变化也会更多。对于投资人来说,有变化就有机会。这种变化一方面体现在量的层面,比如以前的四万亿,工程机械等仅从需求量来说就有很多变化;
When China’s manufacturing industry has not really fully developed its development, it has ushered in such technologies as electric vehicles, Internet of Things, and big data, so that the industry has suddenly separated itself from the traditional industries. What we value is “smart technology + manufacturing” In recent years, we have seen the upsurge of investment in the new retail, big data cloud computing and cultural and entertainment industries. When it comes to manufacturing industry, we feel clumsy. In fact, the space for the development of China’s manufacturing industry Consumption more, manufacturing changes will be more. For investors, there are opportunities for change. On the one hand, this change is reflected in the level of quantity. For example, the previous four trillion yuan, construction machinery and so on only have a lot of changes in terms of demand.