来源：市场资讯 序号股东名称持股比例1无锡心动麦力科技有限公司100% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；工业互联网数据服务； 数据处理和存储支持服务；数据处理服务；软件开发；信息系统集成服务；计算机系统服务；人工智能 应用软件开发；人工智能基础软件开发；人工智能通用应用系统；人工智能行业应用系统集成服务；互 联网数据服务；5G通信技术服务；物联网技术服务。（除依法须经批准的项目外，凭营业执照依法自 主开展经营活动） 天眼查显示，近日，雄安心麦科技有限公司成立，法定代表人为胡玉霞，注册资本1000万人民币，由无 锡心动麦力科技有限公司全资持股。 企业名称雄安心麦科技有限公司法定代表人胡玉霞注册资本1000万人民币国标行业信息传输、软件和信 息技术服务业>软件和信息技术服务业>软件开发地址河北雄安新区容城县容东片区华望城咏华园一区2 号楼2单元501室（自主申报）企业类型有限责任公司（自然人投资或控股的法人独资）营业期限2026- 2-10至无固定期限登记机关河北雄安新区营商环境局 ...

天眼查工商信息显示，近日，联想智联(凌源)智慧科技有限公司成立，法定代表人为刘峤，注册资本 2000万人民币，经营范围含工业互联网数据服务、软件外包服务、网络技术服务、物联网技术服务、人 工智能公共服务平台技术咨询服务、信息咨询服务、数字技术服务、云计算装备技术服务、信息技术咨 询服务等。股东信息显示，该公司由联想旗下广西联想智联信息科技有限公司全资持股。 ...

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Beijing Tiandi Hexing Technology Co., Ltd.* 北京天地和興科技股份有限公司 (the "Company") (A joint stock company incorporated in t ...

从浙江宁波港的无人桥吊自动运转完成集装箱装卸，到辽宁鞍钢工厂通过5G精准调控参数远程炼钢， 再到山西煤矿数据互通实现自动安全预警……工业互联网正以"数据驱动、连接万物、智能协同"的新范 式推动生产流程重构和质量效率跃升。 "以大模型为代表的生成式人工智能技术正在重塑经济社会，运行了百余年的现代工业逻辑将被算法改 写，'人机物'全面互联的工业互联网将逐步走向以连接、数据、模型、计算、能源全面协同的工业智联 网发展新时代。"工信部相关负责人表示。接下来将通过加快工业网络开放智能升级，强化工业智能算 力供给，加强工业数据汇聚共享，推进应用模式变革，强化重点企业培育等举措，推动工业互联网和人 工智能在更广范围、更深程度、更高水平上释放融合赋能效应。预计下一步人工智能将全面融入工业互 联网，形成一批具备感知、决策和执行能力的工业智能体，推动技术产品、公共服务等要素资源实现高 效配置，智能制造实现从"自动化"向"自主化"演进，进而催生更加开放智慧的产业新生态。 推动生产要素与工业生产深度融合，纵深推进规模化应用。工业互联网的生命力在于与工业生产的深度 融合。2026年，工业互联网持续深化其赋能、赋值、赋智作用，应用推广将 ...

申万宏源证券表示，2024年为基础大模型高速迭代期，2025年部分公司开始披露AI订单，新技术进入 应用初期。2026年基础大模型能力提升将推动AI应用商业化加速，软件行业迎来市值快速提升阶段。 中国软件行业以乙方定制化为特色，软件供应商通过深度定制开发积累行业know-how，与大模型形成 互补壁垒，AI应用落地更可能由软件公司实现。 2026年1月14日，A股软件概念再度走强。截至10:56，中证软件指数强势上涨6.61%，盘中一度涨超 7%。成分股用友网络、石基信息涨停，中科星图涨超12%，卫宁健康、合合信息等个股跟涨。 中信建投证券指出，AI大模型正从"生成"迈向"能推理、能行动"的Agent阶段，行业竞争焦点转向改造 用户行为与任务流程的能力，将推动企业端AI应用从"降本"到"增收"，2026年商业化进程加速。 消息面上，工业和信息化部印发《推动工业互联网平台高质量发展行动方案（2026—2028年）》。方案 指出，加快培育流程自动化助手、智慧巡检数字人、具身智能装备等自决策、自执行、自演进的工业场 景智能体。其中提到，实施工业互联网与人工智能融合赋能行动，推动人工智能技术在工业全链条渗 透。 风险 ...

【隔夜行情】 •周二（2026年1月13日），A股市场三大指数集体收跌，截至收盘，沪指报4138点，跌0.64%；深证成 指报14169点，跌1.37%；创业板指报3321点，跌1.96%。总体来看，个股跌多涨少，下跌个股超3700 只。沪深两市全天成交额3.65万亿元，较上个交易日放量496亿元。 【重要新闻】 【工信部：2025年我国工业互联网核心产业规模预计超1.6万亿元 带动工业增加值增长约2.5万亿元】1 月13日，工业和信息化部部长李乐成表示，"十五五"规划建议强调要"促进制造业数智化转型"。目前， 我国已累计建成7000余家先进级、500余家卓越级智能工厂。工业互联网应用实现41个工业大类全覆 盖，全国5G工厂超过8000家，重点工业互联网平台设备连接数超过1亿台（套）。李乐成表示，2025年 我国工业互联网核心产业规模预计超1.6万亿元，带动工业增加值增长约2.5万亿元，具有全球领先水平 的百家5G工厂平均运营成本降低19%。 MACD金叉信号形成，这些股涨势不错！ •周二（当地时间2026年1月13日），美股三大股指自历史高位回落，截至收盘，道指跌398.21点，跌幅 为0.80%，报491 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) released the "Action Plan for Promoting High-Quality Development of Industrial Internet Platforms (2026-2028)", aiming for significant advancements in the industrial internet platform ecosystem by 2028, including over 450 influential platforms and a device connection count exceeding 120 million [1][3]. Group 1: Action Plan Goals - By 2025, the core industry scale of China's industrial internet is expected to exceed 1.6 trillion yuan, driving an industrial value-added growth of approximately 2.5 trillion yuan [1]. - The action plan outlines four major actions: platform cultivation and enhancement, data intelligence improvement, large-scale application, and ecological support [1][5]. Group 2: Platform Cultivation and Differentiation - The plan emphasizes the cultivation of specialized platforms for various industrial scenarios, enhancing the development and deployment capabilities of vertical industry solutions [5][6]. - It aims to promote collaborative platforms to facilitate efficient flow and allocation of production factors, with a classification mechanism for platform development [5][6]. Group 3: Data Utilization and AI Integration - The action plan focuses on enhancing data collection and integration capabilities, establishing a data labeling system, and developing governance tools for data quality [6][7]. - It encourages the integration of artificial intelligence into industrial internet platforms, promoting AI applications across the industrial chain and fostering the development of intelligent industrial entities [7]. Group 4: Support for SMEs - The plan highlights the need to support small and medium-sized enterprises (SMEs) in adopting platform solutions, including low-cost, easily deployable standardized products [5][10]. - It encourages innovative service promotion models, such as "pay after use" and subscription services, to facilitate the scaling of platform solutions [10]. Group 5: Ecosystem Support and Standards - The action plan proposes exploring open-source mechanisms for industrial internet platforms and enhancing cooperation levels among stakeholders [11]. - It aims to establish a new standard system for industrial internet platforms, focusing on interoperability, data models, and application standards [11].

Core Insights - The Ministry of Industry and Information Technology has issued an action plan aimed at significantly enhancing the integration of industrial internet and artificial intelligence by 2028, targeting the transformation of at least 50,000 enterprises and the creation of high-quality data sets in 20 key industries [1][2] Group 1: Action Plan Objectives - The action plan emphasizes the mutual promotion and integration of artificial intelligence and industrial internet as a means to accelerate changes in industrial models and organizational structures [1] - It aims to support the construction of a manufacturing powerhouse and a network power through the deepening of AI and industrial internet applications [1] Group 2: Key Measures - The plan outlines four major action areas: upgrading foundational infrastructure, ensuring data model interoperability, renewing application models, and fostering an integrated industrial ecosystem [1] - Specific initiatives include accelerating the development of products such as 5G programmable logic controllers and AI routers, enhancing industrial intelligent computing power, and creating AI-based virtual production lines [1] Group 3: Supportive Policies - The action plan encourages local governments to strengthen policy guidance and develop supportive measures tailored to local conditions [2] - It promotes the establishment of special funds and explores diversified funding mechanisms to support key technology product research and promotion [2] - The plan also emphasizes the need for optimizing academic and professional training in fields related to industrial internet and artificial intelligence [2]

Core Viewpoint - The Ministry of Industry and Information Technology has issued an action plan to integrate industrial internet and artificial intelligence, focusing on accelerating technological product innovation and promoting collaboration among AI, industrial internet, and industrial control companies [1] Group 1: Technological Innovation - The plan encourages AI companies, industrial internet firms, and industrial control enterprises to jointly advance the intelligent upgrade of industrial communication chips, sensors, terminals, and control systems [1] - It aims to gradually deepen the application of humanoid robots in industrial settings [1] Group 2: Software Development Optimization - The initiative emphasizes the use of AI to optimize industrial software development processes and models, enhancing capabilities such as proactive optimization and assisted generation, thereby reducing development barriers and costs [1] - Development of general-purpose tools like intelligent production scheduling management software and self-optimizing process parameter software is also highlighted [1] Group 3: Cybersecurity and Standards - The plan promotes AI-enabled innovations in network security technology [1] - It stresses the importance of aligning the industrial internet with AI standards and improving the architecture of the industrial internet system integrated with AI technology, along with enhancing standard promotion and application [1]

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 工信部印发《工业互联网和人工智能融合赋能行动方案》。其中提出，提高工业互联网平台智能化水 平。基于深度学习、大模型等技术，强化工业互联网平台的要素连接、智能分析、资源配置等能力。鼓 励工业互联网平台企业加快基于人工智能的低代码、无代码技术创新，提升工业APP开发效率和系统集 成能力。探索依托工业互联网平台打造"模型池"的路径，培育上线一批工业模型产品。推动平台底层架 构、数据协议与人工智能适配兼容，深化国产智能体标准协议创新应用，发展"工业互联网平台+智能 体"等创新模式，打造一批面向生产网络优化、人机交互、智能设备健康管理、产业链优化等典型场景 的工业智能体应用。 ...