Ge Long Hui A P P·2026-01-14 07:03Core Viewpoint - The release of the "Industrial Internet and Artificial Intelligence Integration Empowerment Action Plan" is expected to significantly benefit Dongtu Technology, aligning with the company's business layout and core product offerings [1] Group 1: Policy Alignment - The policy emphasizes accelerating the intelligent upgrade of industrial networks and requires the construction of new industrial networks that meet the high throughput, low latency, high reliability, and low jitter communication needs for AI applications, which matches the technical positioning of the company's TSN chips and AUTBUS bus chips [1] - The policy also highlights the need to enhance the intelligence level of industrial internet platforms and strengthen element connectivity and intelligent analysis capabilities, which aligns with the company's self-developed industrial operating system and control systems, providing foundational technical support for the integration of industrial internet and artificial intelligence [1] Group 2: Market Demand and Growth Potential - The Action Plan outlines core development goals and quantitative indicators for 2026-2028, which are expected to directly drive market demand in core sectors such as industrial networks and control systems, providing a clear growth space for the company's core business [1] - The company has long been committed to researching foundational technologies for the industrial internet and focuses on building an industrial intelligent neural network platform, positioning it to fully benefit from the release of the Action Plan [1] Group 3: Financial Projections - The profit forecast for the company is maintained at 86 million, 152 million, and 202 million yuan for the years 2025-2027, respectively, with a "buy" rating sustained [1]