align="left"> The 46th world economic BBS (WEF) annual meeting on January 20 to 23 in davos, Switzerland, the conference theme of "the fourth industrial revolution". Analysts said the davos BBS is focused on the industrial 4.0, will stimulate the market enthusiasm for the concept, intelligent manufacturing sector will benefit.

Industrial 4.0 awareness

WEF official release of the article points out that based on the ubiquitous mobile Internet, smaller, cheaper, and power is more plentiful display and artificial intelligence, etc., the fourth industrial revolution from the perspectives of speed, size, transform the production, distribution and consumption system, may even change human nature. The davos BBS is the main topic to be discussed will include how the fourth industrial revolution change the various industries, including medical, mobile communications, financial services, and education; How to use technology to boost economic growth, rather than extending unemployment and income inequality; How to make breakthrough in the field of science and technology to help solve common problems in the world, such as climate change and public health. Emerging technology how to change the global safety outlook, etc.

WEF chairman schwab, wrote a lot of challenges facing the world today, one of the most powerful and influential is the fourth time the industrial revolution. This will be a fundamental change, despite the daunting, but also brings compelling opportunity.

Ms schwab said, the future of science and technology innovation will bring "miracle" supply side, improve productivity and efficiency. Transportation and communication costs down, logistics and global supply chain become more efficient, trade cost cuts, which will bring new markets and drive economic growth. On the supply side, a lot of industry will be the introduction of new technology, new ways to serve the existing demand, this will significantly impact the existing industry value chain. On the demand side, along with the transparency, rising consumer participation and the emergence of a new consumer behavior model, companies will have to adjust to the new way of design, marketing and distribution of goods and services.

Susan schwab, according to the existing industry structure will be damaged, "Shared economy", the "demand economy" has emerged. New technology platform reduced the threshold of the business and personal wealth creation, changed the labor working environment. But the fourth industrial revolution will bring greater inequality, especially in the Labour market potential damage.

The German industry association, which represents more than 3000 small companies in the home (VDMA) chief executive brodman says, the davos will ascend to industry around the world 4.0 opportunity awareness, this not only means economic opportunities, will also bring influence to the society. Europe is now making industrial 4.0 political framework.

Market heat to heat up

With the opening of davos BBS, industrial 4.0 stocks in succession. , A stock market rebound of intelligent manufacturing sector over the past two days of gains. The Hong Kong market, nanjing panda electronics, zte, China international software stocks nearly two days also has good performance, especially on the day of 19, up 6% or more.

Changjiang securities, said the davos BBS annual meeting will be held, "control of the fourth industrial revolution" as the theme, for the plate with great attraction. In addition intelligent manufacturing engineering implementation plan has been done in the near future, "smart" is speeding up from strategic layout to industrial entity, with the advantage of capital, technology companies is expected to high growth.

That was after two weeks of rapid fall 2016 years ago, intelligent manufacturing sector valuations have comparable to September 15, 2015, the valuation has been effective in relieving pressure. Looking ahead to 2016, the domestic workforce reductions in manufacturing labor costs rising trend remains unchanged, in-depth implementation of the "made in China 2025" is still relatively strong demand for intelligent manufacturing equipment, supply side structural reform, intelligent manufacturing engineering (special planning) and robot "much starker choices-and graver consequences-in planning policy stimulus is expected late in the first quarter of this year. Adhere to the strategic layout of intelligent manufacturing.

China merchants securities analysts believe that davos BBS, market enthusiasm for 4.0 and intelligent manufacturing industrial theme is expected to heat up, the layout of intelligent manufacturing best time to come. In 2015 part of intelligent manufacturing and industrial company fundamentals have taken place in 4.0 is relatively improved, intelligent manufacturing related business is expected to become the company's main business in 2016, performance or to achieve high growth; Intelligent manufacturing rise for the national strategic level. Under the influence of the above factors, intelligent manufacturing is expected to be 2016, contribution, and one of the themes of excess returns.