工业互联ETF(159778)涨超3.1%，昨日工信部印发《推动工业互联网平台高质量发展行动方案（2026—2028年）》

Group 1 - The Ministry of Industry and Information Technology issued the "Action Plan for Promoting High-Quality Development of Industrial Internet Platforms (2026-2028)", which aims to guide platform and manufacturing companies to co-build an open-source ecosystem and enhance compatibility with open-source operating systems like HarmonyOS [1] - According to IDC, by 2027, the overall IT market investment in China's manufacturing industry is expected to reach 1,718.99 billion RMB [1] - The integration of industrial software and AI is projected to accelerate, with the share of AI+industrial software in the industrial software market increasing from 9% in 2024 to 22% by 2028 [1] - Companies with AI technology accumulation and practical application capabilities in industrial vision, smart equipment, and industrial internet platforms are recommended for investment, especially those that can collaborate with leading manufacturing enterprises [1] Group 2 - As of January 14, 2026, the CSI Industrial Internet Theme Index (931495) rose by 2.85%, with notable increases in constituent stocks such as Zhongkong Technology (up 12.64%), Yonyou Network (up 10.01%), and Haige Communication (up 10.00%) [1] - The Industrial Internet ETF (159778) increased by 3.13%, with the latest price at 1.19 RMB [1] - The CSI Industrial Internet Theme Index tracks 50 listed companies involved in industrial internet hardware manufacturing, software development, and application services, reflecting the overall performance of these companies [2] - As of December 31, 2025, the top ten weighted stocks in the CSI Industrial Internet Theme Index include companies like Huichuan Technology, BYD, and Zhaoyi Innovation, accounting for a total of 45.37% of the index [2]