Huan Qiu Wang·2026-01-14 04:58Core Viewpoint - The Chinese industrial internet sector is set to receive significant policy support, with the Ministry of Industry and Information Technology releasing a development action plan for 2026-2028, aiming to cultivate over 450 influential industrial internet platforms and connect more than 120 million industrial devices by 2028 [1][2]. Group 1: Policy and Development Goals - The action plan outlines a clear roadmap and timeline for the development of the industrial internet, with specific targets for platform cultivation and device connectivity [1]. - The government has consistently supported the industrial internet sector since it became a national strategy in 2017, with multiple recent initiatives aimed at promoting digital and intelligent transformation in manufacturing [2]. Group 2: Industry Growth and Infrastructure - The industrial internet industry in China has maintained rapid growth, with the core industry expected to exceed 1.6 trillion yuan by 2025, contributing approximately 2.5 trillion yuan to industrial value added [2]. - Currently, industrial internet applications cover 41 major industrial categories, with over 7,000 advanced and excellent smart factories established, and more than 8,000 5G factories in operation [2]. Group 3: Market Performance and Investment - The capital market reflects the industry's high growth potential, with over 300 listed companies in the industrial internet sector and a total financing scale of nearly 350 billion yuan [3]. - Despite recent market fluctuations, leading companies like Yonyou Network and Eastcom Technology have shown strong performance, indicating investor confidence in the sector [3]. Group 4: Future Outlook and Trends - Analysts suggest that the implementation of the action plan will lead the industrial internet sector into a phase of deepening development, transitioning from "connection" to "empowerment" [4]. - The focus on artificial intelligence integration and the development of industrial software and platforms is expected to drive growth, particularly for companies with core technological advantages and diverse application scenarios [4].