Core Viewpoint - The 信创 ETF Fund (562030) has seen a significant price increase, indicating strong market interest and potential investment opportunities in the software development sector [1][10]. Group 1: ETF Performance - The 信创 ETF Fund (562030) experienced a price surge of 9.5% during trading, currently up by 7.53%, leading the market in ETF performance [1][9]. - The fund has broken through its highest point since listing, suggesting a potential buy signal for investors [10]. - The real-time premium rate for the ETF is at 0.75%, indicating strong buying pressure and potential capital inflow [10]. Group 2: Market Trends and Government Initiatives - On January 13, the Ministry of Industry and Information Technology released a plan for the high-quality development of industrial internet platforms from 2026 to 2028, aiming to cultivate over 450 influential platforms and achieve over 1.2 billion connected industrial devices by 2028 [2][12]. - The industrial internet is recognized as a core support for the digital and intelligent transformation of modern industry, reshaping development logic and acting as a key engine for industrial system upgrades [14]. Group 3: Investment Logic and Industry Outlook - The 信创 industry is expected to experience rapid growth driven by domestic policies, with a focus on AI empowerment in industrial software innovation and new industrialization [14]. - Key investment logic includes the urgent need for self-sufficiency in technology due to geopolitical tensions, increased local government support for 信创 procurement, breakthroughs in technology by domestic firms like Huawei, and the critical timing for procurement standards [16].

Group 1 - The core viewpoint of the articles emphasizes the integration of artificial intelligence (AI) with various sectors, particularly the manufacturing and industrial internet, as a key strategy for economic growth in China [1][2][3] - The "14th Five-Year Plan" has seen over 28 provinces release local planning suggestions, highlighting the importance of data elements and AI in their development strategies [1] - The Ministry of Industry and Information Technology, along with eight other departments, has issued implementation opinions for the "AI + Manufacturing" initiative, aiming for significant advancements in the integration of AI and industrial internet by 2028 [2] Group 2 - The emergence of industry-specific large models is becoming a focal point in manufacturing, with several leading models already developed in sectors like petrochemicals [3] - Various provinces are planning to cultivate industry-specific large models, with Beijing focusing on high-performance general intelligent systems and Guangdong promoting a new model of intelligent economy through data and computing power [3] - Experts have noted challenges in the accuracy of general large models, particularly in specialized areas like hazardous materials regulation, indicating a need for high-quality data sets and robust computing infrastructure [3] Group 3 - The construction of computing power networks is accelerating, with the National Supercomputing Internet Platform announcing a user base exceeding 1 million [4] - Many provinces are planning actions to enhance computing infrastructure, with regions like the Yangtze River Delta and Pearl River Delta focusing on building intelligent computing hubs and public service platforms [4] - New nodes in provinces such as Guizhou and Gansu are set to expedite the development of computing infrastructure, while regions like Tibet and Hainan are leveraging geographical advantages to establish regional renewable energy computing centers [4]

Economic Growth - Jiaozhou's GDP is projected to exceed 170 billion yuan by 2024, marking a significant increase during the 14th Five-Year Plan period [1][10] - The city has achieved a remarkable growth trajectory, crossing the 1 trillion yuan threshold in GDP for the first time in 2018 and continuing to grow by 100 billion yuan annually [10][23] Industrial Strength - Jiaozhou is home to over 300 chili processing enterprises, with an annual transaction volume of approximately 16 billion yuan, accounting for over 80% of the national export volume [5] - The city has 69 regulated enterprises in the smart home appliance sector, generating over 30 billion yuan in revenue [6] - Jiaozhou boasts 31 out of 41 major industrial categories, with a target of exceeding 170 billion yuan in industrial output value by 2025 [7] Technological Advancements - Nearly 90% of regulated enterprises in Jiaozhou's smart home appliance industry have completed industrial internet upgrades, significantly enhancing production efficiency [16] - The implementation of advanced technologies such as optical detection and AI algorithms has improved inspection efficiency by 90% [15] Logistics and Connectivity - Jiaozhou has established a comprehensive logistics network, facilitating over 5,200 trips of the China-Europe freight train, enhancing its connectivity with global markets [18] - The logistics industry is expected to surpass 21.1 billion yuan in output value by 2025, reflecting the growth of logistics enterprises in the region [20] Future Prospects - The city aims to increase the proportion of strategic emerging industries to over 30% by the end of the 14th Five-Year Plan, with a GDP target of 230 billion yuan by the end of this period [23]

消息面上，工信部近日印发的《推动工业互联网平台高质量发展行动方案（2026—2028年）》，标志着我国工业 互联网发展进入全新阶段。文件首次系统性提出"工业智能体"概念，明确AI将深度嵌入工业全链条——从生产控 制的判别式AI（如设备故障预警），到产品设计、工艺优化的生成式AI（如AI智能生成工艺参数），彻底颠覆传 统制造业依赖"老师傅经验"的模式。 重点布局国产AI产业链的科创人工智能ETF华宝（589520）继昨日创历史新高后，今日（1月14日）延续猛烈涨 势，场内价格盘中涨超3.6%，现涨3.37%，开盘不足一小时，实时成交额超4800万元，交投火热！ 值得关注的是，科创人工智能ETF华宝（589520）近2日连续吸金，合计金额1.02亿元，反映资金看好国产AI产业 链后市表现，借道ETF大举抢筹！ | 序号 | 名称 | 涨跌幅 | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 星外科技-U | 14.61% | 1m | 计算机 | ...

Group 1: ETF Performance and Investment Trends - The Huabao Science and Technology Artificial Intelligence ETF (589520) has continued its strong upward trend, rising over 3.6% in intraday trading and currently up 3.37%, with a trading volume exceeding 48 million yuan within the first hour of trading [1][7] - Over the past two days, the ETF has attracted a total of 102 million yuan in investments, indicating strong market confidence in the future performance of the domestic AI industry chain [1][7] Group 2: Sector Performance - Notable stocks within the ETF include Xinghuan Technology, which surged over 14%, Hehe Information up over 12%, and Haitai Ruisheng increasing by over 11% [4][9] - The ETF's index is balanced across four key segments: application software, terminal applications, terminal chips, and cloud chips, reflecting a shift from reliance on foreign technology to a focus on domestic capabilities [12][13] Group 3: Policy and Industry Outlook - The Ministry of Industry and Information Technology has issued a plan for the high-quality development of industrial internet platforms from 2026 to 2028, marking a new phase in China's industrial internet development [10][11] - The plan emphasizes the integration of AI into the entire industrial chain, aiming for breakthroughs in ecological reconstruction, data activation, and deep AI integration [3][11] - By 2025, the core industry scale of China's industrial internet is projected to reach 1.35 trillion yuan, with expectations for a new wave of growth by 2028 [3][11]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has issued the "Action Plan for Promoting the High-Quality Development of Industrial Internet Platforms (2026-2028)", aiming to accelerate the digital transformation of the manufacturing industry through the large-scale application of industrial internet platforms [1][2]. Group 1: Goals and Objectives - By 2028, the plan aims for over 450 influential industrial internet platforms to be established, with a resource connection capability significantly enhanced, and the number of connected industrial devices to exceed 120 million [1][11]. - The platform penetration rate is targeted to reach over 55% [1][11]. - The action plan emphasizes the need for differentiated development, enhanced artificial intelligence capabilities, and deeper application scenarios [2][3]. Group 2: Key Actions - The action plan outlines four main initiatives: platform cultivation and excellence, data and intelligence enhancement, large-scale application of platforms, and ecological support for platforms [1][2]. - It aims to develop a multi-layered platform system consisting of specialized, industry-specific, and collaborative platforms [1][11]. - The plan encourages the development of high-value solutions and the upgrade of traditional industrial scenarios to intelligent ones [4][5]. Group 3: Artificial Intelligence Integration - The action plan highlights the importance of leveraging existing advantages in industrial data aggregation and application ecosystem cultivation to enhance AI capabilities in manufacturing [3][22]. - It sets a goal to implement AI upgrades in no less than 50,000 enterprises by 2028, significantly improving the integration of AI and industrial internet [3][22]. Group 4: Application and Ecosystem Development - The plan stresses the need for developing typical application scenarios and enhancing the quality and efficiency of enterprise applications [23][24]. - It encourages large enterprises to connect resources broadly and efficiently while supporting small and medium-sized enterprises in digital transformation [24][26]. - The establishment of an open-source ecosystem and international cooperation is also emphasized to foster collaboration and standardization [28][29].

地址：北京市朝阳区朝阳门外大街甲 6 号万通中心 D 座 20 层（100020） 总机：010-8535 6666 资讯早间报 发布日期：2026/1/14 隔夜夜盘市场走势 1. 国际贵金属期货收盘涨跌不一，COMEX 黄金期货跌 0.44%报 4594.40 美元/盎 司，COMEX 白银期货涨 2.08%报 86.86 美元/盎司。 2. 美油主力合约收涨 2.69%，报 61.1 美元/桶；布伦特原油主力合约涨 2.43%， 报 65.42 美元/桶。 3. 伦敦基本金属涨跌参半，LME 期锡涨 2.46%报 49145.0 美元/吨，LME 期铝涨 0.36%报 3196.0 美元/吨，LME 期铅涨 0.34%报 2060.0 美元/吨，LME 期铜跌 0.40% 报 13156.5 美元/吨，LME 期锌跌 0.44%报 3202.0 美元/吨，LME 期镍跌 1.61%报 17600.0 美元/吨。 投资有风险，入市需谨慎。 本文资讯内容根据网络，冠通期货编辑整理而成，仅供投资者参考。 注:本报告资讯信息来源于万得资讯和金十数据，冠通研究整理编辑 本公司具备期货交易咨询业务资格，请务必阅读免 ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7]. Core Insights - The mechanical equipment sector has shown a strong performance, with the Shanghai Mechanical Equipment Index rising by 5.39% from January 4 to January 9, 2026, outperforming the Shanghai Composite Index by 2.60 percentage points [12]. - The low-altitude economy is experiencing significant growth, with Shanghai aiming to establish itself as a global hub for eVTOL (Electric Vertical Takeoff and Landing) by 2028, targeting a core industry scale of approximately 80 billion yuan [3]. - The construction machinery industry is expected to maintain steady growth, with excavator sales reaching 23,095 units in December 2025, a year-on-year increase of 19.2% [4]. Weekly Market Review - From January 4 to January 9, 2026, the Shanghai Composite Index increased by 3.82%, the Shenzhen Component Index by 4.40%, and the ChiNext Index by 3.89% [12]. - The sub-sectors within the mechanical equipment industry, such as general equipment, specialized equipment, and engineering machinery, have also shown positive growth rates of 6.53%, 5.13%, and 3.77% respectively [12][15]. Key Sector Tracking - The low-altitude economy is being propelled by local ambitions and national strategies, with significant policy support for projects like eVTOL manufacturing [3]. - The mechanical equipment sector remains competitive, with domestic leading companies showing strong advantages in both supply and demand [4]. Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and WanFeng Aowei [5]. - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [5].

Group 1 - The Ministry of Industry and Information Technology (MIIT) issued the "Action Plan for Promoting High-Quality Development of Industrial Internet Platforms (2026-2028)", which aims to guide platform and manufacturing companies to co-build an open-source ecosystem and enhance compatibility with open-source operating systems like HarmonyOS [1] - Pacific Securities highlighted that industrial software is the foundation for industrial AI applications, predicting a compound annual growth rate (CAGR) of 41.4% for the AI + industrial software segment in China from 2024 to 2029, significantly outpacing the 19.3% CAGR of core industrial software during the same period [1] - By 2029, the penetration rate of AI + industrial software is expected to increase from 9% in 2024 to 22%, indicating a strong growth trajectory for the sector [1] Group 2 - As of January 14, 2026, the CSI Innovation and Entrepreneurship Artificial Intelligence Index (932456) rose by 2.5%, with notable increases in constituent stocks such as Dongfang Guoxin (up 9.50%), Hehe Information (up 9.28%), and Runze Technology (up 6.08%) [1] - The CSI Innovation and Entrepreneurship Artificial Intelligence ETF (588410) increased by 1.61%, with the latest price reported at 1.14 yuan [1] - The CSI Innovation and Entrepreneurship Artificial Intelligence Index comprises 50 listed companies involved in providing foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of AI-themed stocks [2]

关于市场关键点位，上方压力区间可关注4145-4155点密集成交区；下方支撑方面，若市场出现回探， 可重点跟踪4105点支撑有效性，若该点位跌破，则进一步关注4080点附近的支撑力度。 首先是外围市场传导影响。隔夜美股三大指数集体收跌，其中摩根大通跌幅超4%，能源板块同步下 行；科技板块呈现明显分化态势，纳斯达克中国金融指数大跌1.86%，热门中概股多数调整。外围市场 的弱势表现将对A股开盘形成一定承压，预计今日A股大概率延续低开格局。其次是热点板块与政策驱 动方向。当前具备政策支撑的核心热点主要聚焦两大主线：一是工业互联网领域，工信部明确提出2028 年培育450家网上平台的行动目标，相关政策红利将直接利好工业互联网板块；二是AI医疗领域，作为 AI应用的重要细分赛道，当前获得明确政策推动，利好力度显著。上述两大方向具备逆势上行的潜 力，需重点关注盘中表现，其走势将对市场压力释放与支撑形成产生重要影响。 仓位配置建议：当前阶段建议将仓位控制在5成左右，既无需过度降低仓位，也不宜过高配置。对于仓 位超过7成的投资者，建议在今日市场反弹过程中择机将仓位降至5成；对于仓位过低的投资者，可在市 场逢低回调时适度低吸 ...