Group 1: AI Model Developments - ByteDance's Dream AI launched the Seedance 2.0 video generation model, enhancing narrative capabilities and achieving film industry standards with features like multi-angle storytelling and precise audio-visual synchronization [1] - MiniMax introduced the MiniMax M2.5 programming model, designed for agent scenarios, competing with top international models and excelling in productivity applications like Excel and PPT [1] Group 2: Policy and Industry Trends - Guangdong Province's implementation plan aims to accelerate the application of digital technologies and support AI service providers, particularly in industrial software and robotics [2] - The Ministry of Industry and Information Technology's action plan emphasizes the integration of AI with industrial internet platforms, promoting self-decision-making and execution capabilities in industrial scenarios [2] - Guotai Junan noted that the large model industry is transitioning from "technical exploration" to "commercial validation," with a focus on task execution efficiency and commercial viability [2] Group 3: Market Performance and Investment Opportunities - Domestic leading companies are expected to accelerate their investments in industrial AI models, driving innovation in industrial software and contributing to new industrialization [3] - As of February 12, 2026, the Guozheng Industrial Software Theme Index rose by 2.99%, with significant gains in component stocks like Hongjing Technology and Robotec [3] - The Industrial Software ETF closely tracks the Guozheng Industrial Software Theme Index, which is linked to the intelligent manufacturing and AI infrastructure upgrade [3]
大模型国产化与智能化双轮驱动，工业软件行业有望迎来高速发展期，工业软件ETF广发(159145)盘中涨近3%
Xin Lang Cai Jing·2026-02-12 07:27