Proofreading | China Software Network Yang Chen

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In March, there was an uproar in the industrial field:

Wuhan Hong Xin (Wuhan Hong Xin Semiconductor Manufacturing Co., Ltd.), a chip light project called "Top Flow of 100 Billion Yuan", requires all employees to complete voluntary resignation procedures before leaving work on March 5th. At this point, this "100 billion big scam" was officially finalized.

This semiconductor company, which was founded less than three years ago, was once brilliant and talked about:

The provincial key construction project, with an investment of 654.38+02.8 billion, is headed by Jiang Shangyi, former CTO of TSMC and independent director of SMIC, and owns the only ASML mask aligner which produces chips below 654.38+04 nm in China. ...

Compared with the uproar, perhaps we should think more about: under the general trend of domestic substitution, how can relevant manufacturers firmly take the independent research and development route under many "temptations"? We have to be wary that the choice of left or right means that the turning point of the domestic industrial software industry has arrived.

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Grinding a Sword in Twenty-two Years: Zhongwang Software CAD

The first stop is CAD (Computer Aided Design) software.

With the rapid growth of global market and China market, the domestic CAD market is experiencing a new test. According to public data, the global CAD market will grow at an annual rate of nearly 8% from 2018 to 2024. At the same time, the growth rate of China CAD market is higher than that of the whole world, with an annual growth rate as high as 18%.

So far, in the domestic CAD market, the largest market share is still foreign CAD products, while the domestic CAD products market share is very low. But it is worthy of recognition that after years of practice, domestic CAD software products have developed into mature technical capabilities and markets. Zhongwang CAD is one of the best.

China Net Software was established in 1998. In 2002, Zhongwang CAD version CAD 1.0 was officially launched, transforming from a secondary developer of CAD to a self-developed manufacturer of CAD platform. Up to now, Zhongwang CAD software has been updated to version 202 1, forming a product matrix based on CAD/CAE. This series of software products sell well in more than 90 countries and regions around the world, and have a certain influence in the world, with more than 900,000 users applying genuine products.

From the product function experience, Zhongwang 2D CAD products have enough qualifications to compete with mainstream foreign products, and have also been recognized by many markets. Compared with French Dassault 2D CAD software, Zhongwang CAD is worthy of reference by enterprise users.

China Software Network Layout

In 2020, the total revenue of China Net Software will reach 459 million. Up to now, China Net Software has completed the listing registration and will be officially listed in a few days. It is predicted that its market value will exceed10 billion. However, what is hidden behind the glamour is worry. China Software Network found in its prospectus that there are many problems and major problems in China Net Software:

First of all, intellectual property rights are still very risky, and this problem is particularly fatal. The intellectual property infringement dispute with Autodesk Company of the United States cannot be fundamentally eliminated, and there are vague doubts about its key reasons in the prospectus;

Secondly, its high-end product, 3D CAD/CAM integrated product AW3D, is still mainly used in low-end industrial design and manufacturing fields represented by discrete manufacturing industries such as general machinery, and its product performance is insufficient;

Moreover, the bottleneck of sales model has also become a major factor affecting the rapid development of China Net software in the future. Under the permanent licensing mode, the sales expenses of Zhongwang Software are higher, even higher than the R&D investment, accounting for nearly 50% of the period expenses. Zhongwang Software urgently needs to improve its product capabilities to support the transformation and upgrading of its sales model.

In addition, in the composition of corporate net profit, China Net Software included government subsidies in net profit, and the proportion was relatively high. Even though the proportion has decreased year by year for three consecutive years, it still accounts for 62.60%. At the same time, there is also the risk of overdue accounts receivable.

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Industrial simulation platform: Anshi Asia Pacific PERA SIM

Compared with the complex field of CAD software, although the industrial simulation software industry has not made remarkable achievements, it has made good achievements in product self-research with a slow and steady attitude. Such as the simulation platform independently developed by Shanghai Suochen Information, the INTESIM simulation platform independently developed by Dalian Intel, and Dongbo software independently developed by Shanghai Dong Jun.

Observing the development path of domestic industrial simulation software manufacturers, it can be mainly divided into two types: one is to start with agents, cut in from the low end of the industrial chain, accumulate learning practice, and then develop high-end technologies by themselves; The other has been focusing on self-developed products since its birth and has been iterating continuously.

The contact assembly analysis results of AXA Asia-Pacific simulation aircraft ear hook come from AXA Asia-Pacific official website.

Anshi Asia Pacific is the first one, which was founded in 1996 and started with ANSYS simulation software. Around 2004, Anshi Asia Pacific began independent research and development; In 20 15, ANSYS opened an exclusive agency agreement with AXA Asia Pacific. In the same year, AXA Asia Pacific began to adjust the company's strategy, officially began to develop its own simulation software, and at the same time opened the business layout of additive manufacturing and industrial Internet. 20 18, digital twin service opened.

Up to now, AXA Asia Pacific has more than 4,000 customers. As a senior simulation service company in China, AXA Asia Pacific has 25 years of practical experience and has precipitated a large number of practical engineering cases. Therefore, although Anshi Asia Pacific officially launched the simulation software PERA SIM in 2020, compared with other competitors, it is still quite competitive in scale and industry application practice.

China Software Network Arrangement (Incomplete Statistics)

At the same time, AXA Asia-Pacific large-scale general simulation software PERA SIM integrates mechanical simulation, fluid simulation and electromagnetic simulation, and provides multi-physical field coupling simulation calculation capability for industrial disciplines such as structure, heat, fluid and electromagnetism. According to the official data of AXA Asia Pacific, the deviation between PERA SIM and ANSYS has been lower than 10%.

In 2020, AXA Asia Pacific's "Simulation Platform Based on Industrial Internet" project was selected into the pilot demonstration list of the integration development of manufacturing and Internet in 2020 by the Ministry of Industry and Information Technology, and became one of the four characteristic professional industrial Internet platforms (specialized industrial Internet platforms for specific fields).

In September 2020, AXA Asia Pacific signed a strategic cooperation agreement with Putian Municipal Government to jointly build a digital transformation and empowerment center for Putian enterprises and promote the digital transformation and upgrading of Putian traditional manufacturing industry. Anshi Asia Pacific has entered an important period of development.

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Full configuration platform: Beijing Asian Control Configuration

As the core of industrial control system software system, the importance of configuration software is self-evident.

According to public information, at present, domestic SCADA products account for about 60% of the domestic market, forming a relatively stable and mature application market in municipal, infrastructure, petroleum and other fields; 40% of the market is occupied by foreign products, mainly used in rail transit, tobacco, food and beverage, water treatment and other industries.

Although the development of domestic component industry can be described as "getting up early and catching up late", domestic software has formed a certain market impact in the market. According to the official news of Beijing Asia Control, Kingview series products have occupied more than 60% of the domestic low-end market, and have been applied to national defense, aerospace and other major industries. It can be regarded as a leader in the domestic configuration software industry.

According to its official disclosure, as early as 1995, its founder had developed the Kingview 1.0 version and founded the Kingview brand. 20 17, released by Kingview 7.5; 20 18 released KingFusion3.6, a fully configured platform with integrated management and control. Up to now, Asia Control has formed a full-process automation product line integrating production data collection, monitoring, storage, calculation and control.

As can be seen from the public information, the main customers of Jingyakong include Hefu Gas Group Co., Ltd., China Xintongyuan, Xi 'an CNNC Nuclear Instrument Co., Ltd., Kun Drainage Facilities Management Co., Ltd. and Daqing Thermal Power Group Co., Ltd. ..

The new version of Beijing Asian Control Full Configuration Platform Jinfu 3.6 promotes the platform to play an important role in the industry. In the latest practice benchmarking case, KingFusion3.6, a fully configured platform integrating separate control and management and control in Beijing, helped users to build a big data platform for water dispatching management in a water diversion project in a city in northwest China, realizing centralized automation and intelligent dispatching of the whole line.

The case of Beijing Asian Financial Services 3.6 comes from official website.

From the perspective of its management, founder Lin Wei holds 99.95% of the shares and has actual control. Lin Wei once said in the media that Beijing Asia Control will not choose to go public in the future development to ensure that the company focuses on product research and development. From this point of view, there may be some risks in the strategic planning and management methods of Beijing Asian Control.

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abstract

To sum up, all three manufacturers are in a period of great change. Although some market achievements have been made or the products have formed a competitive advantage, two risks are particularly obvious, which have become an important impact on its future development: in the high-end market, the product performance does not have a competitive advantage; There are great risks in the management mode of enterprises.

With the release of more and more policy dividends, the strengthening of personnel training and the influx of capital, the old batch of manufacturers who have experienced the wind and frost will also usher in vigorous development.