一图看懂 | AI+工业互联网概念股

Core Insights - The article discusses the new action plan issued by the Ministry of Industry and Information Technology (MIIT) aimed at promoting the high-quality development of industrial internet platforms from 2026 to 2028, with a target of over 450 influential platforms and more than 120 million industrial devices connected by 2028 [3][4]. Policy Initiatives - The action plan emphasizes the integration of artificial intelligence (AI) with industrial internet, promoting AI applications across the entire industrial chain, including both discriminative AI in well-defined scenarios and generative AI in complex demand scenarios [3][4]. Industry Structure - The article outlines a multi-layered platform system that includes: - Perception and Connection Layer: Focused on industrial sensing and smart hardware, as well as industrial networks and communications [5]. - Platform and Computing Layer: Involves industrial internet platforms and cloud service providers, along with computing and data centers [5]. - Application and Solution Layer: Encompasses industrial software and AI algorithm applications, as well as vertical industry intelligent solutions [5]. - Support and Security Layer: Concentrates on industrial security and core hardware and materials [5]. Investment Opportunities - The article lists several companies across different layers of the industrial internet ecosystem, indicating potential investment opportunities in sectors such as industrial automation, AI applications, and cloud services [5].