计算机行业行业跟踪报告：多地发力工业互联网，打造工业智能高地

Investment Rating - The report maintains a "Recommended" rating for the computer industry, particularly focusing on leading companies with significant domestic substitution advantages [5]. Core Insights - The industrial internet is emphasized as a core engine for new industrialization, with Shanghai's industrial internet industry expanding and focusing on high-end manufacturing and AI integration [2][25]. - Jiangsu Province has launched a three-year action plan to deepen the integration of the real economy and digital economy, aiming for significant advancements in smart manufacturing by 2027 [3][26]. - The report suggests focusing on leading companies in the downstream sector that are expected to perform well, such as Baichu Electronics, Keyuan Wisdom, and Nengke Technology [3][48]. Market Review - During the week of January 6 to January 12, the Shanghai Composite Index fell by 1.13%, the ChiNext Index dropped by 2.02%, and the computer sector (ZX) also decreased by 1.13% [1][12]. - The industrial software sector saw mixed performance, with notable gainers including Haide Control and Nengke Technology, while companies like Koyuan Wisdom and Yongyou Network experienced declines [1][12]. Industry News and Dynamics - The "2025 Industrial Empowerment Shanghai" Innovation Conference highlighted the importance of industrial internet and AI in transforming the industry, with several initiatives launched to promote digital transformation [2][25]. - The conference also saw the establishment of "AI+ Innovation Studios" and the release of guidelines for industrial applications, indicating a strong push towards integrating AI in manufacturing [2][25]. - The report notes that the industrial software sector is crucial for enhancing China's manufacturing capabilities and is expected to see significant growth opportunities in the coming years [30][31]. Key Company Dynamics - Haide Control has experienced significant stock price fluctuations, with a cumulative deviation exceeding 100% over a recent trading period, indicating heightened market activity [32][34]. - Container Technology and other leading firms are highlighted for their strong performance and potential in the market, with specific attention to their growth strategies and market positioning [48].