Core Viewpoint - China has essentially completed its 2025 manufacturing goals and is progressing towards achieving a medium-level status among global manufacturing powers by 2035 [1] Industry Summary - The industrial sector has become a core driver of GDP growth in China [1] - High demand is observed in advanced fields such as equipment manufacturing, high-tech manufacturing, and digital products [1] - The manufacturing PMI continues to improve, indicating a positive trend in the sector [1] Technology and Innovation - The acceleration of industrial AI implementation is noted as a significant development [1] - The importance of technological self-reliance is emphasized in light of the U.S. plans to increase tariffs on China and restrict key software exports [1] - Key areas such as CAD, CAE, and industrial operating systems are expected to see continuous breakthroughs [1]
中信建投:关注中国制造突破下工业软件发展机遇