Group 1 - The core viewpoint of the articles highlights the ongoing developments in the software and industrial internet sectors, driven by government policies and technological advancements [1] - The Ministry of Industry and Information Technology has issued a plan aiming for over 55% penetration of industrial internet platforms by 2028, with more than 450 influential platforms and over 120 million industrial devices connected [1] - The integration of AI and industrial internet is accelerating, with software companies expected to evolve from "perception interconnection" to "deep intelligence" [1] - Guotai Junan Securities suggests that the new architecture of "platform + scenario intelligence" will be crucial for the leap in industrial intelligence [1] - CITIC Securities forecasts a dual prosperity cycle in the software industry driven by "AI technology implementation + accelerated domestic substitution," with expected revenue growth rates of 25%-30% for industrial software and AI applications in 2026 [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the CSI Software Service Index include iFLYTEK, Kingsoft Office, and others, accounting for 60.89% of the index [2] - The software ETF (159852) tracks the CSI Software Service Index, providing a convenient tool for investing in the computer software industry [2] - Investors can also access AI software investment opportunities through the software ETF linked fund (012620) [3]

编者按：近日，"2025年跨行业跨领域工业互联网平台"结果公示，卡奥斯COSMOPlat工业互联网平台获得最高的"A级"评价，连续七年位居首位。海尔卡奥 斯正在成为观察工业互联网行业演进的重要样本。 站在现代工业的智能产线前，机械臂精准完成焊接、AGV小车自动穿梭配送、屏幕上实时跳动着全流程数据——这些井然有序的自动化场景背后，是设 备、数据、人员与决策的深度交织。 制造业正在形成一条无形却关键的"数字神经网络"。它把原本割裂的生产环节串联起来，让工厂从"可自动化"走向"可协同、可优化、可进化"。这就是工业 互联网，悄然改变产业运作的方式。 作为推动制造业高质量发展的核心引擎，工业互联网在十四五时期完成了基础设施级别的铺设，以连接、上云、单点智能为核心关键词，攻克了"有没 有""通不通"的基础命题。借助云计算、大数据、物联网等技术，千万条生产线、上亿台工业设备实现联网上云，一个跨区域、跨企业的数字化工业体系初 步成型。 然而，这一切仅仅是起点。 进入十五五窗口期，行业的转向已经足够清晰。新型工业化正从示范阶段的探索，转向规模化复制的阶段。智能化不再只发生在单一工厂内部，而是开始向 园区级、产业链级甚至跨行业协 ...

五轴机床运转的嗡鸣声中，代码正悄然改写中国制造的精度与效率。在深圳市光明区政群培训中心内，一群年轻人正通过鼠标和键盘，掌握着制 造业转型升级的核心密码。 02 政群优势，政府认证的权威培训平台，深圳市光明区政群培训中心不是普通的社会培训机构。作为广东省高技能人才培训基地和深圳市高技能人才培训 基地，它承载着为地区产业升级输送技能型人才的重要使命。政群培训中心依托政府背景，与比亚迪、大族激光、富士康等50余家深圳头部制造企业建立了 稳固的人才输送管道。这种深度产教融合模式，确保学员所学技能与企业需求高度匹配。在师资配置上，中心聘请了具有12年一线工厂经验的工程师担任主 讲教师，采用"理论+实战"双轨教学模式。小班授课制确保每位学员都能获得充分指导，1对1辅导则针对不同学员的进度提供个性化支持。 政府的政策支持也体现在培训补贴上。符合条件的学员可享受高达50% 的培训费用补贴，失业人员、退役军人等特定群体还可申请额外补助，极大降低了 学习门槛。 03 课程核心，从零基础到UG编程精英的完整路径，光明区政群培训中心的UG编程课程设计紧贴工业实际需求，全面覆盖从CAD设计到CAM编程的全流程 技能。基础阶段，学员系统 ...

（来源：中国消费者报） 在百姓生活方面，发布便携式婴儿睡篮技术要求、婴童用品挥发性有机物释放量的测定等6项儿童用品 国家标准，推动提升相关产品质量安全水平。发布养老机构服务3项国家标准，规范护理行为，提升生 活照料服务质量，织密养老机构服务的安全防护网。发布中医体质分类与判定、中医眼保健通用技术要 求等5项中医药国家标准，更好守护群众身体健康。发布钢琴、电鸣乐器等5项乐器国家标准，助力满足 人民群众精神文化追求。发布攀岩、击剑2项体育场所开放条件与技术要求强制性国家标准，保障体育 健身安全。 此外，市场监管总局（国家标准委）还发布了政务服务、风能发电系统、水利节水、农产品等方面的国 家标准。 （鞠闻） 在交通运输和绿色低碳方面，发布铁路货物运输、智能运输、航空服务等23项国家标准，助力交通运输 高效发展。发布防爆工业车辆、越野叉车等7项国家标准，促进工业车辆行业规范发展。发布多式联运 服务质量测评、物流业与制造业融合等3项物流国家标准，促进跨运输方式标准衔接，引领物流与产业 链供应链融合发展。发布二氧化碳捕集、绿色工厂评价、温室气体排放核算等17项国家标准，助力实现 碳中和目标。 在安全生产方面，发布生产安全 ...

政府补贴近半学费，高端制造人才缺口下的黄金机遇。 03 课程核心，UG编程技能的全方位锻造，UG数控编程课程以培养学员解决实际工程问题的能力为核心，教学内容涵盖了从基础操作到高级应用的全方位 技能。课程不仅传授软件操作技巧，更注重培养工程设计思维和工艺优化能力。基础阶段，学员将系统学习UG NX软件的二维草图绘制、三维实体创建、 虚拟装配和工程图生成等核心功能。这是构建复杂建模与编程能力的基石，确保学员打下扎实的基本功。进阶阶段，课程重点训练多轴加工编程、刀具路径 优化、加工参数设置等专业技能。学员将通过汽车零部件加工、模具编程与优化等真实案例，掌握解决复杂工艺问题的能力。深圳光明区政群培训中心课程 特别强化了UG二次开发的培训模块。UG二次开发技术允许用户基于软件提供的编程接口实现系统定制化，这对于满足特定行业或企业的特殊需求至关重 要。通过开发参数化标准件库、行业专用模块等功能，技术人员能够显著提升设计效率和质量。 04 硬件保障，高端设备构筑真实实训环境，技能培训的质量很大程度上取决于实训设备的先进性和真实性。光明区政群培训中心在这一方面投入巨大，构 建了与企业生产线同步的高端实训环境。实训基地配备了3 ...

Investment Rating - The report maintains a "Recommended" rating for the new materials industry [1] Core Insights - The new materials sector is positioned as a crucial direction for the chemical industry, currently experiencing rapid growth in downstream demand. With policy support and technological breakthroughs, domestic new materials are expected to accelerate into a long-term growth phase. The report emphasizes that "one generation of materials leads to one generation of industry," highlighting the foundational nature of the new materials industry as the material basis for other sectors [3][4]. Summary by Sections 1. Electronic Information Sector - Focus areas include semiconductor materials, display materials, and 5G materials. Samsung Display has officially launched mass production of the 8.6 generation OLED panels, which will be used in new laptops this year [5][20]. 2. Aerospace Sector - Key materials of interest are PI films, precision ceramics, and carbon fibers. The successful suborbital flight test of the Lihong No. 1 vehicle demonstrates advancements in low-cost and flexible launch capabilities [7]. 3. New Energy Sector - Focus on photovoltaic materials, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials. India is projected to become the second-largest solar market globally by 2026, driven by steady installation growth [9]. 4. Biotechnology Sector - Key areas include synthetic biology and scientific services. A team from Tsinghua University in Shenzhen has developed a 3D-printed "mini heart" that mimics the rhythmic beating of a real heart, with future applications in organ printing anticipated [11]. 5. Energy Conservation and Environmental Protection Sector - Focus on adsorbent resins, membrane materials, and biodegradable plastics. The Ministry of Industry and Information Technology has launched an action plan to promote high-quality development of industrial internet platforms, aiming for over 450 influential platforms by 2028 [13]. 6. Key Companies and Earnings Forecast - The report highlights several companies with their respective stock prices and earnings per share (EPS) forecasts for 2024A, 2025E, and 2026E, along with their price-to-earnings (PE) ratios and investment ratings. Notable companies include: - Ruihua Tai (688323.SH): EPS forecast of 0.26 for 2026E, rated as "Increase" [14] - Guangwei Composite (300699.SZ): EPS forecast of 0.97 for 2026E, rated as "Buy" [14] - Zhongfu Shenying (688295.SH): EPS forecast of 0.23 for 2026E, rated as "Buy" [14] - Wanrun Co., Ltd. (002643.SZ): EPS forecast of 0.53 for 2026E, rated as "Buy" [14] - Dinglong Co., Ltd. (300054.SZ): EPS forecast of 0.96 for 2026E, rated as "Buy" [14]

央视网消息（新闻联播）：2026年一开年，国家接连出台多项政策措施，各地也加快"人工智能+制 造"融合创新，从产业链协同升级到中小企业精准赋能，人工智能技术正全面融入制造业各环节。 今年，国家还将推动3—5个通用大模型在制造业深度应用，形成特色化、全覆盖的行业大模型，打造一 批高水平工业智能体，加快培育一批专精特新中小企业。 下一步，国家还将加快制造业中"找场景"和"造场景"结合，发挥重点应用场景"连接器"作用，促进创新 链产业链无缝对接，加速人工智能与制造业融合发展。 不久前，国家正式启动"工业互联网和人工智能融合赋能行动方案"。在原材料、装备制造、消费品、电 子信息等重点行业工业企业加快部署，推动不少于5万家企业实施新型工业网络改造升级。 同时，不断完善工业数据汇聚、治理和流通、共享体系，面向重点产业链关键环节、典型场景，培育一 批智能化解决方案供应商，推动中小企业转型升级。在江苏的这个"模型超市"，上架了近百个开放模 型，涵盖工业质检、设备监控等多个细分场景。企业只要根据需求输入关键词，就能快速匹配算法模 型，如今这种创新模式已服务2500多家中小企业。 这几天，山东博兴的中小企业集群正掀起新一轮数字化 ...

Investment Rating - The SW Machinery Equipment Index increased by 1.91% during the week of January 12-16, 2026, ranking 5th among 31 primary industry categories [3][13]. - Year-to-date, the SW Machinery Equipment Index has risen by 7.40%, ranking 7th among the same categories, while the CSI 300 Index increased by 2.20% [16]. Core Insights - Emphasis on the potential of SpaceX's chain and 3D printing in rocket technology, with a significant increase in satellite frequency resource applications in China [5][23]. - The engineering machinery sector is expected to experience a major upward cycle, with December sales figures exceeding expectations for both domestic and export markets [5][24]. - The AI upgrade potential in CNC systems is highlighted, particularly with the domestic leader Huazhong CNC, which is positioned to leverage AI for performance improvements [5][24]. Summary by Sections Market Review - The SW Machinery Equipment Index's performance during the week and year-to-date is noted, with specific rankings against the CSI 300 Index [3][16]. Core Insights Update - The report discusses the advancements in 3D printing technology in the aerospace sector, the robust demand for engineering machinery, and the growth potential of AI in CNC systems [5][24]. Key Data Tracking - General machinery sector remains under pressure, while engineering machinery shows accelerated growth, and railway equipment maintains steady growth [25][35][45]. - The shipbuilding sector is experiencing a slowdown, while oil service equipment is stabilizing at the bottom [49][51]. Industry Dynamics - The report outlines significant developments in various sectors, including the successful launch of new technologies and projects in the general machinery and robotics fields [60][62][64].

（来源：沈阳日报） 环境优化是融合发展的保障。建议细化国家、省、市数字经济扶持政策配套举措，组织企业申报专项扶 持，释放政策红利；依托沈阳数商产业生态联盟，健全数据要素流通和交易制度，充分挖掘商业数据价 值；搭建公共服务平台，降低中小企业数字化转型成本，培育生态主导型企业和创新联合体。 人才与安全是长远发展的支撑。邢鹏博建议，通过"自主培养+开放引进"双轮驱动，加快人工智能、大 数据等领域人才梯队建设，深化产教融合，构建高校、科研院所与企业的"效益共同体"；完善数字化专 利、数据产权保护和数据安全管理机制，平衡发展与安全关系，为融合发展保驾护航。 沈阳日报、沈报全媒体 记者 肖春苹 目前，沈阳数实融合已有坚实的基础，但仍需把握战略机遇期，着力解决部分企业数字化水平不足、中 小企业转型成本高、高端人才有缺口等问题，加快"智改数转"步伐，培育壮大新模式新业态，形成新质 生产力。 针对产业转型需求，邢鹏博建议优先培育壮大"四上"企业。加快新型基础设施建设，推动工业互联网创 新发展与传统基础设施数字化改造，鼓励企业建设智能工厂、数字化车间，补齐数字产业化短板；通过 精准调研摸清企业数字业务现状，加大培育力度，推动更多 ...

（编辑 任世碧） 证券日报网讯 1月16日，云从科技在互动平台回答投资者提问时表示，公司拥有成熟的工业互联网技术 储备，并已落地"平台+场景智能体"融合架构。依托自主研发的CWOS，公司创新性构建了"分层社会网 络架构"，通过决策层、协调层与执行层的分工协作，实现了多智能体在复杂生产场景中的任务调度、 信息共享与"感知-决策-执行-反馈"闭环。以落地的某工业项目为例，公司打造的"数字专家团"成功验证 了该架构在协同作战与提效方面的显著优势。未来公司将继续深耕"AI基础设施+AI智能体"战略，推动 制造业数智化转型。 ...