The Consumer Internet Soared in the First Half; The Industrial Internet Shifts Gears in the Second Half

12/04 2025 341

The industrial internet is quietly making its way into our lives. If we're looking for telltale signs, the widespread implementation and application of AI elements across diverse industries and scenarios are a direct indicator. The deployment of intelligent robots in the logistics sector and the integration of AI large - scale models in social media, e - commerce, and other fields are all clear manifestations of this trend. It's safe to say that the dawn of the AI era has truly opened the floodgates to the industrial internet era.

As the industrial internet era surges ahead, it exhibits far greater development potential compared to the previous consumer internet era. This is directly reflected in the sustained growth momentum of companies that have embraced AI and achieved renewal. We can observe this through market capitalization performance and the vitality of the industrial supply chain, both upstream and downstream.

With the gradual unleashing of AI's magic, especially as the industrial internet spawned by AI starts to reveal more and more development potential, it will bring about deeper and more comprehensive industry transformations, truly giving birth to a more imaginative new era. In a sense, the current transformation of internet companies and traditional enterprises by AI that we witness is just the beginning. As AI implementation gradually expands and AI begins to foster new businesses, it will demonstrate even greater potential.

Industries are undergoing a brand - new transformation.

One of the key reasons for the immense potential and significant dividends of the industrial internet lies in the fundamental, all - encompassing, and in - depth transformation that industries themselves undergo in the industrial internet era. Simply put, after experiencing the baptism of the industrial internet era, industries will no longer resemble what we see today. When industries transform, they will inevitably establish new supply - demand relationships, give birth to new businesses, and yield new dividends.

So, what kind of transformation will industries themselves undergo? The author believes that the most obvious transformation within industries is the replacement of traditional elements with new elements represented by AI. For example, the current replacement of traditional search and information elements by AI large - scale models, and the replacement of traditional human resources by AI intelligent robots, all directly reflect this phenomenon.

However, the replacement of old elements with new elements that we observe is only the starting point of industrial transformation. After this transformation is completed, industries themselves will undergo an even deeper and more comprehensive revolution. Following this revolution, the forms of industries, their business models, and their supply - demand relationships will all undergo a comprehensive and in - depth reorganization.

After industries complete such a comprehensive and in - depth transformation, traditional industrial structures will be reconstructed and replaced by new industrial forms that blend virtuality and reality, as well as digital and physical elements. Traditional business models will be reshaped and replaced by new models characterized by coexistence, mutual support, and collaboration. Only after achieving changes in industrial forms, models, and other aspects can the true industrial internet era arrive, further releasing and amplifying its development potential.

Efficiency is undergoing a brand - new iteration.

We all know that in the consumer internet era, models represented by "Internet+" greatly promoted the docking efficiency between upstream and downstream industries and significantly enhanced their operational efficiency. At the same time, we should also recognize that the improvement in efficiency across the industrial supply chain was actually built on the matching and intermediary roles played by numerous "Internet+" model participants. When information was asymmetric, especially when upstream and downstream industries had not fully migrated online, this method of improving efficiency held certain competitive advantages.

However, as the internet becomes an infrastructure and as every aspect of our lives begins to shift from offline to online, relying solely on past methods to improve efficiency is facing increasing difficulties and challenges. This is evident from the dilemmas and problems faced by numerous "Internet+" models as they approach the ceiling of user traffic. It can also be seen from the confused states experienced by many players after the peak of the mobile internet era.

These phenomena indicate that relying solely on past methods to improve efficiency is encountering more and more dilemmas and problems. Meanwhile, numerous AI - based applications are playing an increasingly important role in enhancing efficiency. Unlike the "Internet+" era, where companies improved efficiency through matching and intermediary roles, the current AI - driven approach to improving efficiency is achieved more through transforming industries themselves and reshaping industrial relationships at deeper levels.

If we view the efficiency improvements in the internet era as passive enhancements, then the efficiency improvements based on AI represent a more proactive and positive approach. In this new process of efficiency enhancement, both the B - end (business) and C - end (consumer) of industries are no longer passive but proactive. After such a proactive efficiency improvement, the efficiency in the industrial internet era will once again reach a new height.

Dividends are undergoing a brand - new release.

In the consumer internet era, there was already a release of dividends. Almost all companies that grew during this era seized such a release of dividends. The emerging internet giants and companies that achieved perfect iteration after embracing the internet are all representatives of the consumer internet era. However, upon deeper analysis, we can see that the release of dividends in the consumer internet era was actually a bottom - up process.

As the industrial internet era arrives, we will also witness a brand - new release of dividends. Currently, the companies that have achieved renewal after embracing AI and those that have achieved self - development by trying out new business models almost directly reflect this phenomenon. Without exaggeration, as the industrial internet gradually deepens, especially as industrial internet models gradually take root, we will see a release of entirely new dividends.

Unlike the bottom - up release of dividends in the consumer internet era, the release of new dividends in the industrial internet era more prominently exhibits a top - down trend. In short, after industries undergo changes, new products and services emerge, forming new businesses, which are then delivered to consumers through new business models to meet their new needs. Therefore, this new release of dividends is actually top - down.

Unlike the rapid and unsustainable release of dividends in the consumer internet era, the release of dividends in the industrial internet era can be continuously and slowly released, constantly bringing multi - dimensional benefits to consumers downstream of the industry. It is precisely because of this mode of dividend release in the industrial internet, especially the continuous benefits it brings to both the industrial and consumer ends, that it possesses far greater potential than the consumer internet era.

In conclusion

AI's presence is becoming increasingly evident across more industries and scenarios, and more companies are undergoing transformative changes by embracing AI. If we were to summarize and define this trend, the industrial internet would perhaps be the most fitting term. The immense potential released by the industrial internet stems from its more thorough and comprehensive transformation of industries, as well as the greater release of dividends and more sustainable efficiency improvements that result. As the wave of the industrial internet deepens and matures, a new era will unfold.

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