疫情之下，人工智能和自動化行業迎來新的機遇
發布時間：
2023-02-10 11:30
突如其來的疫情給人們的生活和工作帶來了巨大的沖擊，各行各業似乎同時按下了“暫停鍵”，這也給物流和快消品包裝行業帶了機遇和挑戰，如何滿足疫情之下以及其后這些行業對包裝的需求，拓展包裝的應用和價值，實現包裝的綠色化、功能化和智能化，是我們自動化行業需要認真分析和思考的問題。
The sudden epidemic has brought a huge impact on people's life and work. It seems that all walks of life have pressed the "pause key" at the same time, which also brings opportunities and challenges to the logistics and FMCG packaging industry. How to meet the demand of these industries for packaging under and after the epidemic, expand the application and value of packaging, and realize the green, functional and intelligent packaging, is me We need to analyze and think about the automation industry.
雖然疫情對自動化的全年市場影響有限，但本次疫情帶來的用工中斷也使得部分依賴中國的全球供應鏈受到一定影響，減少對人工依賴的生產線自動化趨勢可能會受疫情驅動而進一步強化。
Although the impact of the epidemic on the automation market throughout the year is limited, the employment interruption caused by the epidemic also affected the global supply chain that partially relies on China. The trend of automation of production lines that reduce the dependence on labor may be further strengthened driven by the epidemic.
在冶金、石化、化工、電力、建材、市政等流程型自動化市場中，盡管疫情導致項目開工周期受到一定影響，但是目前來看沖擊可能相對其他行業會小一些。2020年突發疫情可能會讓PA領域上半年的自動化需求積壓到后期釋放。長期來看，本次疫情之后，這些行業中的產線設備遠程診斷運維，企業運營數字化訴求可能會更加明確。之前困擾企業的運營效果評估，架構基礎問題，信息交互孤島，安全性等諸多問題的解決方案也可能會更加明確。
In the process automation market of metallurgy, petrochemical, chemical industry, electric power, building materials and municipal administration, although the project start-up cycle is affected by the epidemic situation, at present, the impact may be smaller than other industries. The outbreak in 2020 may cause the backlog of automation demand in PA field in the first half of the year to be released later. In the long run, after the outbreak, the digital demands of production line equipment remote diagnosis, operation and maintenance in these industries may be more clear. Before that, the solutions to many problems such as operation effect evaluation, infrastructure problems, information interaction Island, security and so on may be more clear.
在疫情的艱難時期，眾多已經大范圍使用數字化解決方案的企業，都在智能化系統的保駕護航下，保持著正常運轉。用遠程監控替代人工、數據分析預判生產調度，大范圍實現智能制造企業的優勢在這一刻彰顯出來。沒有密集人群，降低了感染風險；人員少，復工快速靈活。特殊時期企業可更快速的恢復正常運作。
In the difficult period of the epidemic, many enterprises that have used digital solutions in a large range are keeping normal operation under the protection of intelligent system. Using remote monitoring instead of manual and data analysis to predict production scheduling, the advantages of large-scale realization of intelligent manufacturing enterprises are highlighted at this moment. There is no dense population, reducing the risk of infection; fewer people, quick and flexible return to work. In special period, enterprises can resume normal operation more quickly.
電子制造裝備、紡織服裝裝備、食品飲料包裝裝備、機床設備等裝備制造業受到疫情一定影響。而他們的下游中小企業，大部分則是受影響嚴重的消費型制造業企業。這些行業大部分集中在華東，中南地區，而這些地區也是本次疫情的重災區，短期內自動化的需求也將面臨壓力。本次疫情之后，對于仍然處于大量依賴人工或者正在升級進程中的行業，如何提高設備智能化、柔性化，完善工業互聯網架構等問題也逐步會受到企業端重視。
Electronic manufacturing equipment, textile and clothing equipment, food and beverage packaging equipment, machine tools and other equipment manufacturing industries were affected by the epidemic. Most of their downstream small and medium-sized enterprises are consumer manufacturing enterprises seriously affected. Most of these industries are concentrated in East China, central and South China, which are also the disaster areas of this epidemic, and the demand for automation will also face pressure in the short term. After this epidemic, for the industries that still rely on a lot of manpower or are in the process of upgrading, how to improve the intelligent and flexible equipment, improve the industrial Internet architecture and other issues will gradually be paid attention to by the enterprise side.
我們也看到疫情之后可能加速的新興領域，例如，醫藥/醫療設備、智慧醫院、智慧物流、智慧城市、智慧農業、智能交通、智慧樓宇/安防、新基建等等都將面臨新的機會。
We also see new opportunities in emerging areas that may accelerate after the epidemic, such as medicine / medical equipment, smart hospitals, smart logistics, smart cities, smart agriculture, smart transportation, smart buildings / security, new infrastructure and so on.
對于自動化市場來說，目前新興行業的發力，短期內還不足以撬動自動化市場大盤，長期看潛力巨大。人機融合，軟硬融合，上下融合，跨界融合的趨勢一定會帶來新的業務生態變化，增量市場機會可期。
For the automation market, the power of emerging industries is not enough to leverage the automation market in the short term, and the potential is huge in the long term. The trend of man-machine integration, software and hardware integration, up and down integration, and cross-border integration will certainly bring new business ecological changes and increase market opportunities.
自動化,人工智能