At the 25th China International Industrial Fair held recently, industrial software, known as the "brain of industrial manufacturing", received much attention. Industry insiders believe that the competition in the industrial software industry has entered a new track of transformation driven by AI in the "second half". Industrial software urgently needs to "fill gaps" as a key force in promoting the upgrading of intelligent manufacturing. Industrial software drives the optimization of manufacturing management processes, changes in production modes, and the improvement of total factor productivity, becoming an important tool for promoting the digital transformation of the manufacturing industry. Industry insiders point out that against the backdrop of the overall scale of the manufacturing industry ranking first in the world for 15 consecutive years, China's manufacturing industry is accelerating its transformation and upgrading towards intelligent manufacturing, and industrial software is becoming a core foundational tool. However, there are still prominent shortcomings in this field. According to relevant data, currently, the localization rate of industrial software for business management is 70%, the localization rate of industrial software for production and manufacturing is 60%, while the localization rate of industrial software for research and development and design is only about 10%. The importance of independent and controllable core data and key technologies for industrial chain security is self-evident, and it also makes independent research and development of industrial software inevitable. At the "Jia Shu Talk" forum held during the exhibition, Yao Chunyu, Deputy General Manager of Shanghai Industrial Business Exhibition Co., Ltd. of Donghao Lansheng Exhibition Group, stated that the development of industrial software in China over the past 30 years can be roughly divided into three stages: initially, it was a process of introducing and learning, gradually transitioning to customized development for domestic enterprises, and then completely independently developing domestic industrial software. Since 2004, the integration of informatization and industrialization has significantly propelled the manufacturing industry to a new level. The response to long-term and supply chain challenges has benefited from policy support and technological development. China's industrial software industry has ushered in historic development opportunities, but the industry still faces multiple challenges. The first priority is how to balance short-term benefits with the long cycle of industrial software development. Zhu Caihua, the founder of Shanghai Qingyi Industrial Software Co., Ltd., said that industrial software has the characteristics of cross specialty, great difficulty, long research and development cycle, and its research and development must require a large number of high-end talents and capital intensive investment, but its financing is not easy. To independently develop a CAM software, it requires 500 to 1000 personnel and an investment of 500 to 1 billion yuan. If there is no capital support, it is very difficult to build a professional R&D team with a hundred members and sustain investment for four to five years in the early stages of research and development. ”After completing the Series A financing led by Sequoia China and Dachen Caizhi, Qingyi Industrial Software has received support from various forces such as state-owned enterprise Zhangjiang Science and Technology Investment and Shanghai Science and Technology Innovation Fund. For companies, completing industrial software development work as soon as possible and steadily achieving commercialization is the most urgent task at present. After the completion of industrial software development, how to quickly integrate with the industry is also an issue that cannot be ignored. Taking industrial software giant Dassault Systemes as an example, its leading position in the industry is closely related to France's aircraft manufacturing industry. Siemens, as an industrial software giant, also has the support of large-scale application scenarios in the automotive industry. Software service providers cannot achieve efficient and high-quality product implementation without multi-party cooperation with hardware partners and upstream and downstream of the industry chain. ”In the view of Cheng Yingchao, co-founder of Shushi Technology, ecological chain integration can promote integrated solutions. "In addition to cooperating with robot body manufacturers and mainstream manufacturers in advanced scenarios such as laser cutting, bending, or pipe bending, we are also laying out basic technologies." At the same time, the rapid development of emerging technologies such as AI has put industrial software companies on the same track, competing for AI driven transformation in the "second half" of the new track. Taking Numerical Design Technology as an example, by combining with AI, it has completed the layout of two major product directions: process control and robot automation programming. The former focuses on real-time model driven industrial software integration development and framework, achieving automatic report generation and process management optimization; The latter achieves functions such as code optimization and one click generation in automated programming scenarios. Qingyi Industrial Software has launched a new process intelligent agent that can transform drawing information into structured information through analysis, as well as perform similarity retrieval of 3D models. Behind many convenient technologies, innovation in AI technology is indispensable. In the eyes of industry insiders, China's industrial software industry is embarking on a unique path, which is neither simple import substitution nor blindly rushing for success. Instead, it is achieving a transition from a "tool user" to a "rule setter" through manufacturing scenario feedback, AI technology empowerment, and ecological collaborative innovation. (New Society)