帮主郑重财经解读：七部门力推服务型制造，A股这些方向藏真机会！

Core Viewpoint - The recent implementation plan for service-oriented manufacturing by seven departments is not just a policy document but a roadmap for investment opportunities over the next three to four years, emphasizing the integration of manufacturing and services [1][3]. Group 1: Service-Oriented Manufacturing - Service-oriented manufacturing transforms traditional manufacturing by combining product sales with services, such as remote monitoring and maintenance, enhancing efficiency and stability for businesses [3]. - The plan outlines specific goals to be achieved by 2028, including the establishment of 20 standards, the creation of 50 leading brands, and the development of 100 innovation hubs, indicating a clear growth trajectory for the industry [3][4]. Group 2: Investment Opportunities - Companies that can effectively integrate "manufacturing + services" are expected to receive more policy support and capture greater market share, leading to improved performance [3][4]. - The plan highlights the need for adequate computing power infrastructure to support smart manufacturing, suggesting that companies providing such services will have tangible orders and growth potential [4]. - The integration of AI with service-oriented manufacturing is emphasized, with a focus on companies that can deliver practical solutions rather than just concepts [4]. Group 3: Shared Manufacturing - The concept of shared manufacturing, such as shared factories and open testing resources, is gaining attention, allowing smaller companies to access high-end equipment at reduced costs, thus driving growth for companies operating these platforms [4]. Group 4: Long-Term Planning - The policy spans from 2025 to 2028, indicating a long-term commitment to the integration of advanced manufacturing and modern service industries, which are crucial for building a modern industrial system [4][5]. - Companies must demonstrate a genuine commitment to service-oriented manufacturing with real orders and revenue to be considered viable investment opportunities, rather than relying solely on branding [5].