重磅|2020-2021工业软件行业研究报告
核心观点➢ 行业空间广阔，市场需求旺盛，大水养大鱼，为国内工业软件企业提供广阔发展空间。工业软件大致可分为设计研发、信息管理、生产控制管理、工业嵌入式软件和工业集成平台五大类。2019年国内市场规模约2000亿元，未来几年增速维持约16%，达全球市场增速的三倍以上。国内工业软件渗透率较低，CAM、MES、CRM等仅为20%左右，PLM等产品渗透率不足20%。随着国内工业发展，渗透率有望进一步提升。广阔的行业空间给予国内工业软件企业宽广的发展舞台。
➢ 三大因素叠加，国内工业软件行业迎来新发展期。首先，工业升级释放信息化及智能化需求。其次，政策利好不断，刺激行业加速发展。我国提出“中国制造2025”大政方针，多部门颁布智能制造发展政策。另外，技术封锁加剧，加速国产替代进程。除华为受限制外，2020年6月 哈工大和哈工程被禁用数学基础软件Matlab。技术封锁有望加速国内工业软件替代进展。
➢ 沿着“国产替代” 和“技术演变” 两条主线寻找投资机会。国内工业软件企业逐步发展成熟，部分产品可以满足中低端需求以及中小企业需求。2018年国内中小型企业工业软件市场规模达804亿元，这为国产替代提供广阔发展空间。工业互联网平台，云原生平台等新赛道的兴 起。新形势下，国内工业软件企业可以利用本土优势把握新机遇。
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