工业互联网产业迎政策利好，11股获社保基金重仓（名单）

Group 1: Core Insights - The industrial internet industry is expected to exceed 1.6 trillion yuan by 2025, indicating significant growth potential [3][4] - The Ministry of Industry and Information Technology has issued a plan to promote high-quality development in the industrial internet sector, aiming to cultivate over 450 influential platforms by 2028 [3][4] - The stock of Fenglong Co. has been suspended for trading due to a significant price increase of 213.97% over 12 trading days, raising concerns about speculative risks [1][2] Group 2: Company Developments - Fenglong Co. announced a change in control, with UBTECH, known as the "first humanoid robot stock," set to take over, although the company's fundamental business is expected to remain unchanged [2] - The stock price of Fenglong Co. reached 61.79 yuan per share, with a static P/E ratio of 2939.63 times, indicating a substantial deviation from industry peers [1] - Sany Heavy Industry, one of the companies heavily invested by social security funds, reported a market value of 41.42 billion yuan, highlighting its significant role in the industrial internet sector [5] Group 3: Market Trends - The industrial internet sector has seen active investment and financing, with over 300 listed companies and a total financing scale of nearly 350 billion yuan by the end of 2024 [4] - The integration of artificial intelligence with industrial software is expected to accelerate innovation and development in the sector, driven by ongoing policy support [4] - Eleven stocks in the industrial internet chain have been heavily invested by social security funds, with a total market value of 112.12 billion yuan as of the third quarter of 2025 [5]