◎记者 李雁争 工业和信息化部近日印发《工业互联网平台高质量发展实施方案（2026—2028年）》（简称《方 案》），聚焦差异化发展、人工智能赋能、场景应用牵引三大核心方向，推动平台体系从"量多面 广"向"质优效高"转型，为制造业数智化转型提供精准支撑。 推进人工智能赋能工业互联网平台，支持平台企业加快培育工业场景智能体，探索"平台+场景智能 体"融合架构 深化典型场景应用，支持平台企业面向高价值场景加大解决方案开发力度 探索平台开源机制，推动建设工业互联网平台开源社区 《方案》提出：到2028年，工业互联网平台高质量发展取得积极成效，"专业型+行业型+协作型"多层 次平台体系持续壮大，具有一定影响力的平台超450家；平台的要素资源连接能力大幅增强，重点平台 的数据增值、模型沉淀和人工智能开发应用能力显著提升，工业设备连接数突破1.2亿台（套）；平台 普及率达到55%以上，基本建成泛在互联、数智融合、深度协同、开源开放的新一代工业互联网平台生 态。 为推动平台规模化应用，《方案》明确将深化典型场景应用，支持平台企业面向高价值场景加大解决方 案开发力度；增强企业应用质效，鼓励大企业深化平台应用，支持中小企业加快 ...

Core Viewpoint - The Ministry of Industry and Information Technology has released the "Action Plan for Promoting the High-Quality Development of Industrial Internet Platforms (2026-2028)", aiming for significant advancements in industrial internet platforms by 2028, including the establishment of over 450 influential platforms and a connectivity of over 120 million industrial devices [1][2]. Group 1: Development Goals - By 2028, the industrial internet platform ecosystem is expected to achieve a penetration rate of over 55%, with a focus on creating a new generation of platforms characterized by ubiquitous connectivity, intelligent integration, deep collaboration, and open-source development [1]. - The plan emphasizes the growth of a multi-layered platform system that includes specialized, industry-specific, and collaborative platforms [1]. Group 2: Strategic Focus Areas - The action plan promotes differentiated development among platforms, encouraging companies to focus on quality and efficiency rather than sheer scale [1]. - It highlights the role of artificial intelligence in enhancing platform capabilities, leveraging existing advantages in industrial data aggregation and application ecosystem cultivation [1]. - The plan stresses the importance of application scenarios as a bridge between technology and industry, aiming to enhance service capabilities and promote deeper integration of information technology and industrialization [2].

1月13日，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 对2028年的目标提出具体规划，包括培育超450家具有一定影响力的平台，工业设备连接数突破1.2亿台 （套），平台普及率达到55%以上。 | 46.85 | 简称 | 1月13日 | 溪司市空室 | 总市值 | | --- | --- | --- | --- | --- | | | | 涨跌幅(%) | (倍) | (亿元) | | 600690 | 海尔智家 | -1.15 | 11.59 | 2298.44 | | 000333 | 美的集团 | -3.08 | 12.94 | 5786.41 | | 600050 | 中国联通 | -2.19 | 17.74 | 1678.90 | | 000425 | 徐工机械 | -3.00 | 20.04 | 1331.61 | | 002380 | 科远智慧 | -1.06 | 23.88 | 74.09 | | 300532 | 今天国际 | -1.35 | 25.01 | 56.39 | | 600031 | 三一重工 | 0.27 | 25.23 | 20 ...

Core Viewpoint - The Ministry of Industry and Information Technology has released the "Action Plan for Promoting the High-Quality Development of Industrial Internet Platforms (2026-2028)", aiming for significant advancements in the industrial internet platform ecosystem by 2028 [1][2] Group 1: Development Goals - By 2028, over 450 influential industrial internet platforms are expected to be established, with a focus on a multi-layered platform system that includes specialized, industry-specific, and collaborative platforms [1] - The number of connected industrial devices is projected to exceed 120 million, with platform penetration rates reaching over 55% [1] - The plan emphasizes the enhancement of data value, model accumulation, and artificial intelligence application capabilities within key platforms [1] Group 2: Strategic Focus Areas - The action plan promotes differentiated development among platforms, encouraging companies to focus on quality and efficiency rather than sheer scale [1] - It highlights the empowering role of artificial intelligence, leveraging existing advantages in industrial data aggregation and application ecosystem cultivation to seize innovation opportunities in "AI + manufacturing" [1] - The plan stresses the importance of application scenarios as a bridge between technology and industry, aiming to enhance service capabilities and promote deeper integration of information technology and industrialization [2]

Core Viewpoint - The Ministry of Industry and Information Technology has released an action plan aimed at promoting the high-quality development of industrial internet platforms from 2026 to 2028, targeting the establishment of over 450 influential platforms and enhancing their resource connectivity and application capabilities [1] Group 1: Platform Development Actions - The action plan emphasizes the cultivation of specialized, industry-specific, and collaborative platforms, establishing a four-tier nurturing system to enhance platform capabilities and promote diverse business models [2] - It aims to strengthen the application empowerment of platforms by creating a resource pool of intelligent solutions and facilitating cross-regional collaboration [2] Group 2: Data and Intelligence Enhancement - The plan focuses on maximizing the value of industrial data by improving data collection and aggregation capabilities, and developing a comprehensive industrial data labeling system [3] - It proposes the creation of a high-quality industrial model system and encourages the development of model-as-a-service offerings to enhance resource circulation [3] - The integration of artificial intelligence into industrial internet platforms is prioritized to improve the application of intelligent solutions in industrial scenarios [3] Group 3: Scalable Application Initiatives - The action plan supports the development of solutions for high-value scenarios and encourages manufacturing enterprises to deepen platform applications [4] - It promotes collaboration among large and small enterprises, enhancing their ability to utilize platform resources effectively [4] - Innovative service promotion models, such as "pay after use" and subscription services, are encouraged to facilitate platform adoption [4] Group 4: Ecosystem Support Actions - The plan aims to establish an open-source community for industrial internet platforms, fostering collaboration among platform and manufacturing enterprises [5] - It encourages leading companies to create internationally influential platforms and improve the global presence of China's industrial internet platforms [5] - A new standard system for industrial internet platforms will be developed, along with enhanced security measures to ensure compliance and data safety [5]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released an action plan aimed at promoting the high-quality development of industrial internet platforms from 2026 to 2028, with a goal of establishing a multi-level platform system and enhancing resource connectivity and application capabilities [1] Group 1: Action Plan Overview - By 2028, the plan aims to have over 450 influential platforms, with industrial equipment connections exceeding 120 million units, and a platform penetration rate of over 55% [1] - The action plan outlines four key initiatives to drive the development of industrial internet platforms [1] Group 2: Platform Cultivation and Enhancement - The plan emphasizes differentiated development of platforms, fostering three types: professional, industry-specific, and collaborative, while establishing a four-tier cultivation system [2] - It aims to enhance platform application capabilities and support diverse business models, while promoting interconnectivity and resource collaboration across regions [2] Group 3: Data Utilization and Intelligence Enhancement - The action plan focuses on unlocking the value of industrial data, improving data collection and aggregation capabilities, and developing a comprehensive industrial data labeling system [2] - It seeks to create a high-quality industrial model system and promote the integration of artificial intelligence into industrial internet platforms [2] Group 4: Scalable Application of Platforms - The plan encourages the development of solutions for high-value scenarios and supports collaboration among large and small enterprises to enhance application quality [3] - It promotes innovative service models such as "pay after use" and subscription services to facilitate platform adoption [3] Group 5: Ecosystem Support for Platforms - The action plan advocates for an open-source mechanism and the establishment of an open-source community for industrial internet platforms [3] - It aims to enhance international cooperation and standardization efforts, while strengthening security measures for platform enterprises [3]

《行动方案》提出，到2028年，工业互联网平台高质量发展取得积极成效，"专业型+行业型+协作 型"多层次平台体系持续壮大，具有一定影响力的平台超450家；平台的要素资源连接能力大幅增强，重 点平台的数据增值、模型沉淀和人工智能开发应用能力显著提升，工业设备连接数突破1.2亿台 （套）；平台普及率达到55%以上，基本建成泛在互联、数智融合、深度协同、开源开放的新一代工业 互联网平台生态。 同时，《行动方案》部署了平台培育培优、聚"数"提"智"、规模化应用、生态支撑4大行动。其中提 到，大力发展专业型平台，面向仿真设计、设备运维、安环管控等通用场景，提升数智产品和服务供给 水平。重点培育行业型平台，增强垂直行业数智化解决方案的开发和部署能力。 工业和信息化部信息技术发展司解读称，《行动方案》着力推动平台差异化发展。引导平台企业进一步 科学定位、深耕细作，面向制造、服务制造，走专业化、特色化、差异化发展路径。 另外，记者注意到，《行动方案》针对中小企业进行了一系列部署，提出引导平台面向中小企业转型需 求，培育一批低成本、易部署、通用性强的标准化产品，打造"小快轻准"数智化解决方案资源池。同 时，鼓励平台向中小企业开 ...

Group 1: Photovoltaics - The Ministry of Commerce announced the continuation of anti-dumping duties on imported solar-grade polysilicon from the US and South Korea for five years starting January 14, 2026, due to potential ongoing damage to China's solar-grade polysilicon industry [1] - The market is experiencing panic selling due to tightening liquidity and concerns over anti-monopoly regulations, leading to a significant price drop from previous highs [1] - Long-term profit constraints are expected in the photovoltaic industry, with both demand and supply facing limitations [1] Group 2: Industrial Internet - The Ministry of Industry and Information Technology (MIIT) released an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, aiming for over 450 influential platforms and a resource connection capability enhancement [2] - By 2028, the industrial internet platform penetration rate is expected to exceed 55%, with over 1.2 million industrial devices connected [2] Group 3: Low-altitude Economy - The second China eVTOL Innovation Development Conference will be held on January 15-16, 2026, focusing on technological breakthroughs and commercialization of electric vertical takeoff and landing aircraft [3] Group 4: Robotics - The Ministry of Civil Affairs and other departments introduced measures to promote the development of elderly care service robots, encouraging cross-industry collaboration in technology [4] - The elderly care robot industry is entering a phase of scale application, with a projected market size exceeding 66 billion yuan by 2030 [4] Group 5: Solid-State Batteries - A research team from the University of Science and Technology of China made significant advancements in solid-state battery technology, reducing costs by 95% and potentially accelerating commercialization from 2030 to 2027-2028 [5] - The new solid electrolyte material developed offers a breakthrough solution to contact issues between solid electrolytes and electrodes, enhancing the commercial viability of solid-state batteries [5] Group 6: Electronic Skin - ByteDance's Seed team developed the GR-Dexter system, achieving a breakthrough in robotics with a high-degree-of-freedom dexterous hand, supported by high-density tactile electronic skin [6] - The electronic skin market is expected to grow at a compound annual growth rate of over 17%, reaching over $30 billion by 2030 [6]

Group 1 - New stock offering: Guoliang New Materials has an offering code of 920076, with an issue price of 10.76 yuan per share and a subscription limit of 812,000 shares [1] - The Ministry of Commerce announced the continuation of anti-subsidy measures on imported solar-grade polysilicon from the United States, effective January 14, 2026, for a period of five years [2] - The Ministry of Industry and Information Technology issued an action plan for the high-quality development of industrial internet platforms, aiming for over 450 influential platforms by 2028 and a connection of over 120 million industrial devices [3] Group 2 - The Ministry of Civil Affairs and eight other departments released measures to promote the silver economy, focusing on optimizing elderly care services and encouraging community-based operations [4] - Guangzhou's draft policy for integrated circuit industry development aims to support major projects through financial institutions and encourage venture capital participation [5] - Sichuan Province's action plan for a green manufacturing system aims to establish a comprehensive green manufacturing framework by 2030, with significant reductions in energy consumption and carbon emissions [6] Group 3 - Kweichow Moutai's board approved a market-oriented operation plan for 2026, establishing a dynamic adjustment mechanism for retail prices [7] - TCL Technology expects a net profit increase of 169% to 191% year-on-year for 2025 [9] - Baiwei Storage anticipates a net profit increase of 427.19% to 520.22% year-on-year for 2025 [10] - Morning Light Bio forecasts a net profit increase of 272.14% to 330.62% year-on-year for 2025 [11]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released the "Action Plan for Promoting High-Quality Development of Industrial Internet Platforms (2026-2028)", aiming for significant advancements in industrial internet platforms by 2028, including the establishment of over 450 influential platforms and a connection of over 120 million industrial devices [1][11]. Group 1: Development Goals - By 2028, the industrial internet platform ecosystem is expected to achieve a penetration rate of over 55%, with a focus on creating a multi-layered platform system characterized by "professional, industry-specific, and collaborative" platforms [1][11]. - The plan emphasizes enhancing the capability of resource connectivity, data value addition, model accumulation, and artificial intelligence application within these platforms [1][11]. Group 2: Challenges and Solutions - Despite progress, the development of industrial internet platforms faces challenges such as insufficient differentiation, limited application depth, and weak ecological synergy [2]. - The action plan combines goal-oriented and problem-oriented approaches to address these challenges while outlining the direction for platform upgrades and key tasks [2]. Group 3: Key Strategies - The action plan focuses on three main strategies: promoting differentiated development of platforms, enhancing the role of artificial intelligence, and emphasizing application-driven scenarios [2][3]. - It encourages platform enterprises to prioritize quality over quantity, aiming for a fundamental shift from "broad and numerous" to "high-quality and efficient" platforms [2]. Group 4: Implementation Support - MIIT encourages local governments to innovate funding, tax, and talent support mechanisms, ensuring equal treatment for private and small enterprises to enhance public service levels [3]. - The plan aims to improve the integration of information technology and industrialization across a broader scope and deeper levels [3]. Group 5: Specific Actions - The action plan outlines specific actions such as enhancing data collection and aggregation capabilities, developing a data labeling system, and creating a secure and trustworthy data circulation environment [16]. - It also promotes the development of efficient collaborative model environments and encourages the creation of an industrial model library [17]. Group 6: AI Integration - The plan includes initiatives to integrate artificial intelligence with industrial internet platforms, exploring applications of both discriminative and generative AI [18]. - It supports the development of intelligent entities within industrial scenarios and aims to enhance the scale of application for these platforms [18]. Group 7: Service and Ecosystem Development - The action plan encourages the exploration of new service models and the promotion of platform usage among small and medium enterprises [21]. - It emphasizes the importance of building a supportive ecosystem through open cooperation, international collaboration, and the establishment of a standard system [23].