安筱鹏：新能源产业数字化转型的关键词是重构

近日，在2023新能源行业钉峰会上，阿里云智能副总裁、阿里云智能科技研究中心主任、CCF中国数字经济50人论坛委员安筱鹏以《数字系统重构：智能时代企业蝶变的破局之刃》为主题发表演讲。

他认为中国的新能源车产业正在引领全球创新，与此同时企业面临着更加复杂、不可预测的环境。企业需要重构传统工业软件体系，构建一套实时在线、端到端、数据驱动的智能决策系统。

安筱鹏提到，中国电动车的全球产量已经占到了全球60%，中国光伏产业链的产能占到了全球80%，多晶硅逆变器产量全球前五里有四家都是中国企业。 CXO UNION-CXO联盟（cxounion.cn）

中国新能源产业竞争力如此之大，安筱鹏认为，是因为中国新能源产业呈现出逆加拉帕戈斯效应。

中国新能源产业是一个自我演进、迭代、进化的系统，其中最重要的特征是技术创新、产品创新的折旧度极速加快，超过其他国家。但不同于加拉帕戈斯的物种，中国的新能源产业在独立演化中不仅构建出强大的市场，还在欧洲、美国等海外市场呈现出强大的竞争力。

安筱鹏表示，这对新能源产业带来了三个挑战。

首先是我国新能源产业的产品、技术、商业模式创新的速度远超其他国家。一组对比的数据是，中国新能源车研发只需要22个月，海外却需要48-52个月。 CXO UNION-CXO联盟（cxounion.cn）

其次，中国所有的新能源企业都在加速全球布局，其中头部企业70%、80%的收入都来自于海外。

最后，中国新能源产业正在面临产业上下游的产业链整合，硅片、电池片、组件、销售各个环节都在加速垂直整合。

面对一个高度复杂、不可预测的环境，安筱鹏认为企业需要重构一个端到端、实时在线、数据驱动的业务系统。目前，物美、特斯拉、美的等企业纷纷构建了一套以自己为主开发的系统和解决方案。

在体系架构大迁移时代下，安筱鹏认为首先要重构概念体系。“过去三十年走过来的ERP、CRM等，是一个旧地图，现在这个时代是按照需求、场景和角色去定义的”。

针对这个命题，安筱鹏提出了两个思考。首先，今天所有的对于数据的处理，应该基于模型驱动，让数字在每个环节中流动，越来越少的人参与。其次，传统工业软件系统里的功能模块不断组件化、平台化、颗粒化，构建起各式各样的微服务组件，重新实现一套新的技术架构和解决方案。 CXO UNION-CXO联盟（cxounion.cn）

其中，钉钉的PaaS平台提供了非常丰富的组件模块工具和方法，可以帮助企业把传统技术架构牵引到新的解决方案。

IT时代全球最大的市值公司两千亿美元，互联网时代两万亿美元，到了智能时代可能会有十万亿美元的公司出现。安筱鹏认为，AI大模型对于制造业来讲是应用的一个主战场，会融入到制造业的设计、生产、运维、销售的每一个环节，重构整个工业软件的体系。 CXO UNION-CXO联盟（cxounion.cn）

安筱鹏认为，未来企业内部管理会带来很多新挑战，企业需要解构和重组一套新的技术架构和解决方案。

翻译：

An Xiaopeng: The key word for the digital transformation of the new energy industry is reconstruction

Recently, at the 2023 new energy industry nail Summit, An Xiaopeng, vice president of Ali Cloud Intelligence, director of Ali Cloud Intelligent Technology Research Center, and member of CCF China Digital Economy 50 Forum, delivered a speech on the theme of “Digital system Reconstruction: The Breaking Edge of enterprise butterfly change in the Intelligent era”.

He believes that China’s new energy vehicle industry is leading global innovation, while companies face a more complex and unpredictable environment. Enterprises need to reconstruct the traditional industrial software system and build a set of real-time online, end-to-end, data-driven intelligent decision system.

An Xiaopeng mentioned that China’s global production of electric vehicles has accounted for 60% of the world, China’s photovoltaic industry chain capacity accounts for 80% of the world, and four of the top five polycrystalline silicon inverter production in the world are Chinese enterprises.

China’s new energy industry is so competitive, An Xiaopeng believes that it is because China’s new energy industry shows a reverse Galapagos effect. CXO UNION-CXO联盟（cxounion.cn）

China’s new energy industry is a self-evolving, iterative and evolutionary system, the most important feature of which is the rapid acceleration of depreciation of technological innovation and product innovation, more than other countries. But unlike the species in the Galapagos, China’s new energy industry has not only built a strong market in its independent evolution, but also shown strong competitiveness in overseas markets such as Europe and the United States.

According to An, this brings three challenges to the new energy industry.

First of all, the speed of product, technology and business model innovation in China’s new energy industry far exceeds that of other countries. A set of comparative data is that China’s new energy vehicle research and development only takes 22 months, but overseas it takes 48-52 months.

Secondly, all of China’s new energy enterprises are accelerating their global layout, of which 70% and 80% of the revenues of the leading enterprises come from overseas.

Finally, China’s new energy industry is facing the integration of the industrial chain of the upstream and downstream of the industry, and all aspects of silicon wafers, batteries, components and sales are accelerating vertical integration.

Faced with a highly complex and unpredictable environment, An Xiaopeng believes that enterprises need to reconstruct an end-to-end, real-time online, data-driven business system. At present, Wumart, Tesla, Midea and other companies have built a set of systems and solutions that are mainly developed by themselves.

In the era of architecture migration, An Xiaopeng believes that the conceptual system must be reconstructed first. “The past 30 years of ERP, CRM, etc., is an old map, and now this era is defined by needs, scenarios, and roles.” CXO UNION-CXO联盟（cxounion.cn）

In response to this proposition, An Xiaopeng put forward two thoughts. First, all the processing of data today should be model-driven, with numbers flowing through each link, with fewer and fewer people involved. Secondly, the functional modules in the traditional industrial software system are constantly componentized, platformized, and granulated, and a variety of microservice components are built to re-realize a new set of technical architecture and solutions.

Among them, Dingding’s PaaS platform provides a very rich set of component module tools and methods that can help enterprises pull traditional technology architectures into new solutions.

In the IT era, the world’s largest market capitalization company is $200 billion, the Internet era is $2 trillion, and in the era of intelligence, there may be 10 trillion dollars of companies. An Xiaopeng believes that the AI large model is a main battlefield for the manufacturing industry, which will be integrated into every link of the design, production, operation and maintenance of the manufacturing industry, and reconstruct the entire industrial software system.

An Xiaopeng believes that the internal management of enterprises will bring many new challenges in the future, and enterprises need to deconstruct and restructure a new set of technical architecture and solutions. CXO UNION-CXO联盟（cxounion.cn）

由CXO UNION-CXO联盟（cxounion.cn）转载而成，来源于阿里云；编辑/翻译：CXO UNIONCXO联盟小U。

如需加入CXO UNION（CXO联盟）高管社群，请联系社群小伙伴哦~

免责声明: 本网站(http://www.cxounion.cn/)内容主要来自原创、合作媒体供稿和第三方投稿，凡在本网站出现的信息，均仅供参考。本网站将尽力确保所提供信息的准确性及可靠性，但不保证有关资料的准确性及可靠性，读者在使用前请进一步核实，并对任何自主决定的行为负责。本网站对有关资料所引致的错误、不确或遗漏，概不负任何法律责任。

本网站刊载的所有内容(包括但不仅限文字、图片、LOGO、音频、视频、软件、程序等) 版权归原作者所有。任何单位或个人认为本网站中的内容可能涉嫌侵犯其知识产权或存在不实内容时，请及时通知本站，予以删除。