每经记者｜杨建 每经编辑｜肖芮冬 ｜2026年1月8日 星期四｜ NO.1 日本欲打造本土版"星链"系统 据新华社援引日本《产经新闻》报道，日本政府从安全保障角度出发，正着手打造"日本版星链"系统。 报道说，日本政府已确定支持措施，旨在推动利用低轨道卫星星座实现国内自主控制的通信服务。低轨 道卫星星座是指在距离地表200公里至2000公里的轨道上运行的、由数十至数千颗小型卫星协同工作的 通信网络，能够支持手机等设备的语音通话和数据通信。 NO.2 国资委主任张玉卓：央企要大力发展战略性新兴产业，开辟增长的"第二曲线" 国务院国资委主任张玉卓1月5日至6日赴四川深入有关中央企业科研、生产一线调研。张玉卓强调，今 年是"十五五"开局之年，中央企业要抢抓机遇、锐意创新，积极为经济稳中向好注入强劲动能。加快推 动产业升级，统筹推进传统产业巩固提升和新兴动能培育壮大，大力发展战略性新兴产业与未来产业， 开辟增长的"第二曲线"；持续加强科技创新，瞄准重点领域关键环节，加大研发投入，培育拓展应用场 景。 NO.3 山东：近期正在编制航空航天产业提质升级有关政策文件 1月7日，山东省人民政府新闻办公室举行省政府政策例行吹风会 ...

近日，工业和信息化部印发《工业互联网和人工智能融合赋能行动方案》(以下简称《行动方案》)，明 确以推动信息化和工业化深度融合为主线，推动"人工智能(AI)+"在工业领域的落地。《行动方案》围 绕基础设施、要素支撑、融合应用、产业生态四个方面，提出到2028年工业互联网和人工智能融合赋能 水平实现显著提升。 在应用模式焕新方面，鼓励工业企业加快平台化设计、智能化生产、个性化定制、网络化协同、服务化 延伸、数字化管理、精细化投融、可视化治理等应用模式变革，提升研发设计、生产制造、运维管理等 环节智能化水平。 值得关注的是，《行动方案》还提出要实施工业互联网与重点产业链"链网协同"工程，在钢铁、航空、 电力、石化化工、医药等重点行业编制、发布、更新、推广一批融合应用参考指南。 为保障上述行动顺利实施，《行动方案》围绕政策、资金、人才等方面提出多项具体工作举措，鼓励地 方设立专项资金，探索建立多元化、多渠道投入机制，支持关键技术产品研发推广。 为推动工业互联网和人工智能的深度融合，《行动方案》部署基础底座升级、数据模型互通、应用模式 焕新、产业生态融通等四大行动。 在基础底座升级方面，《行动方案》指出，支持工业企业推 ...

行动方案围绕基础底座升级、数据模型互通、应用模式焕新、产业生态融通等四大行动部署一系列举 措，包括加快5G可编程逻辑控制器、AI路由器、工业算网交换机等产品攻关；强化工业智能算力供 给，加快工业互联网与通算中心、智算中心、超算中心融合应用；打造基于人工智能的虚拟产线；支持 工业互联网解决方案供应商向智能化解决方案供应商转变等。 保障措施方面，行动方案明确，鼓励地方强化政策引导，结合实际制定配套举措；发挥国家产融合作平 台作用，支持关键技术产品研发推广；鼓励地方设立专项资金，探索建立多元化、多渠道投入机制；优 化学科专业布局，开展工业互联网工程技术人员、人工智能训练师等新职业培训和评价等。（记者周 圆） 新华社北京1月7日电 记者7日获悉，工业和信息化部办公厅日前印发《工业互联网和人工智能融合赋能 行动方案》，提出到2028年，工业互联网与人工智能融合赋能水平显著提升，推动不少于50000家企业 实施新型工业网络改造升级，在20个重点行业打造一批高质量数据集，培育一批智能化解决方案供应 商。 人工智能是引领新一轮科技革命和产业变革的战略性技术，工业互联网是推进新型工业化的重要基础设 施，两者互促共进、融合赋能， ...

Core Insights - The Ministry of Industry and Information Technology has released an action plan to enhance the integration of industrial internet and artificial intelligence, aiming to support the construction of a manufacturing powerhouse and a cyber power by 2028 [1] Group 1: Goals and Objectives - By 2028, the level of integration between industrial internet and artificial intelligence is expected to significantly improve, with plans to upgrade and transform no less than 50,000 enterprises through new industrial networks [1] - A comprehensive system for industrial data aggregation, governance, circulation, and sharing will be established, focusing on creating high-quality datasets in 20 key industries [1] Group 2: Action Plans - The action plan includes four main actions: upgrading the foundational base, ensuring data model interoperability, renewing application models, and promoting industrial ecosystem integration [2] - The foundational base upgrade will focus on enhancing the intelligence of industrial networks and platforms, encouraging the deployment of intelligent gateways and improving the supply and utilization of industrial computing power [2] Group 3: Application and Promotion - The plan encourages industrial enterprises to adopt platform-based design, intelligent production, and digital management to enhance the intelligence of various operational stages [3] - It aims to implement a "chain-network collaboration" project in key industries such as steel, aviation, and pharmaceuticals, promoting the integration of industrial internet and artificial intelligence [3] Group 4: Ecosystem Development - The action plan emphasizes the cultivation of key enterprises and encourages the development of intelligent system integration capabilities among solution providers [4] - It promotes innovation in technology products and the establishment of public service platforms to support the development of industry data sets and industrial models [4]

我们不预测市场，而是梳理逻辑；不给出答案，而是提供视角。希望这些内容能帮助您在做投资决策 时，多一份参考。 本系列共八篇，将陆续发布。感谢您的关注。 回望过去的2025年，权益市场在全球流动性宽松与估值修复共振下，科技与资源板块领涨，机构资金成 为核心支撑，K型分化特征延续。随着库存与盈利周期逐步启动，市场逻辑正从估值抬升转向盈利兑 现，在此背景下，2026年温和复苏与产业升级共振的新机遇或值得重点把握。 中信保诚基金认为，2026年全球经济呈现温和修复态势，内外部流动性整体充裕，库存与盈利周期逐步 修复，为权益资产表现提供有力支撑。宏观叙事将从估值修复转向盈利支撑，政策端全球宽货币、国内 跨周期调节与逆周期调节协同发力，市场资金面有望维持净流入格局，产业升级与消费升级可能成为核 心主线。 一、海外宏观：修复延续，分化收窄 （一）经济与就业 编者按： 2026 年，是 " 十五五 " 开局之年，市场正在寻找新的方向。 面对宏观环境的变化、产业格局的调整，投资者需要穿透短期波动，看清中长期的主线。这不容易，但 值得尝试。 为此，中信保诚基金推出 "2026 ，预见 " 系列，围绕宏观、固收、固收 + 、权益、商 ...

Core Viewpoint - The Ministry of Industry and Information Technology has issued an action plan to enhance the integration of industrial internet and artificial intelligence, focusing on strengthening the supply of industrial intelligent computing power [1] Group 1: Industrial Internet and Computing Power - The plan emphasizes accelerating the integration of industrial internet with computing centers, intelligent computing centers, and supercomputing centers [1] - It encourages public computing service providers to offer services to industrial enterprises [1] - The initiative aims to guide industrial companies in deploying edge integrated machines and intelligent gateways [1] Group 2: Equipment and Intelligent Upgrades - Industrial enterprises and equipment suppliers are encouraged to jointly promote the intelligent upgrade of edge devices [1] - The deployment of lightweight computing modules in production equipment, sensors, and automated guided vehicles (AGVs) is highlighted to enhance real-time data processing capabilities [1] Group 3: National Computing Network and Cloud Services - The plan aims to accelerate the construction of a national integrated computing network [1] - It promotes pilot applications of intelligent cloud services in the industrial sector [1] - The initiative focuses on enhancing the efficient cross-regional utilization of industrial large models and precise matching of "cloud-edge-end" computing power [1]

Core Insights - The Ministry of Industry and Information Technology (MIIT) has issued the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence" aimed at enhancing the intelligence level of industrial internet platforms [1] Group 1: Key Initiatives - The plan emphasizes the use of deep learning and large models to strengthen capabilities in element connectivity, intelligent analysis, and resource allocation within industrial internet platforms [1] - It encourages industrial internet platform companies to accelerate innovation in low-code and no-code technologies based on artificial intelligence, thereby improving the efficiency of industrial APP development and system integration [1] - The initiative explores the creation of a "model pool" relying on industrial internet platforms, aiming to cultivate and launch a batch of industrial model products [1] Group 2: Technological Development - The plan promotes the compatibility of underlying architecture, data protocols, and artificial intelligence, fostering innovation in domestic intelligent agent standard protocols [1] - It aims to develop innovative models such as "industrial internet platform + intelligent agents," focusing on typical scenarios like production network optimization, human-machine interaction, intelligent equipment health management, and supply chain optimization [1]

Core Insights - The Ministry of Industry and Information Technology (MIIT) has issued the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence" to accelerate the intelligent upgrade of industrial networks [1] Group 1: Industrial Network Upgrades - The plan emphasizes the need for industrial enterprises to comprehensively utilize technologies such as 5G/5G-A, industrial optical networks, Time-Sensitive Networking (TSN), Single-Pair Ethernet (SPE), edge computing, and cloud-based control to promote the integrated evolution and capability upgrade of industrial networks [1] - New industrial network application models will be explored to meet the emerging demands of industrial intelligence, including collaborative production of intelligent equipment, industrial model training and inference, and communication interaction of industrial intelligent agents [1] Group 2: Product Development and Innovation - The initiative aims to accelerate the development of products such as 5G programmable logic controllers (PLCs), AI routers, and industrial computing network switches [1] - A rolling release of a new product catalog for industrial networks will be implemented, focusing on the transformation of key industries to adopt new industrial network technologies [1] - The goal is to establish intelligent network capabilities that are self-organizing, self-managing, self-optimizing, and self-repairing [1]

每经AI快讯，工信部印发《工业互联网和人工智能融合赋能行动方案》，到2028年，工业互联网与人 工智能融合赋能水平显著提升。满足人工智能工业应用高通量、低时延、高可靠、低抖动通信需求的新 型工业网络规模持续扩大，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应 用，推动不少于50000家企业实施新型工业网络改造升级。工业数据汇聚、治理、流通、共享体系不断 完善，在20个重点行业打造一批高质量数据集。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，有效推动大中小企业协同升级。重点企业、技术产品、公共服务等要素资源实现高效 配置。 ...

Core Insights - The Qianhai Modern Service Industry has achieved a value-added of 146.03 billion yuan with a growth rate of 7.9% in the first three quarters of 2025, showcasing significant progress in institutional innovation and high-level openness [1] - The Qianhai Plan has seen 115 out of 271 key tasks implemented, indicating a strong momentum in reform and development [1] Group 1: Deepening Hong Kong-Shenzhen Integration - The Qianhai Plan designates Qianhai as a leading area for deep integration between Shenzhen and Hong Kong, enhancing cooperation [2] - From January to October 2025, over 80% of newly added foreign enterprises in Qianhai were from Hong Kong, marking an 83.8% year-on-year increase [2] - The Qianhai Youth Dream Factory has incubated 1,591 entrepreneurial teams, with a total financing amount of 6.8 billion yuan [2] Group 2: Reform and Opening-up Initiatives - Qianhai is characterized as a "testing ground" for reform and innovation, with a focus on a high-level open economy [4] - The implementation of a shorter negative list for the free trade zone has facilitated market access in finance, logistics, and professional services [4] - By October 2025, actual foreign investment in Qianhai reached 16.1 billion yuan, a 27.1% increase year-on-year, with 2,528 new foreign enterprises established [5] Group 3: Modern Service Industry Development - Qianhai has achieved a dual 80% development level in modern services, with both the service sector's contribution to GDP and modern services' share of the service sector reaching 80% [6] - By the end of 2025, the Qianhai International Financial City had attracted 508 financial institutions, including 371 from Hong Kong and foreign sources [6] - The Qianhai International Talent Port has welcomed seven new "international talent partners," enhancing its service offerings [6] Group 4: Technological and Innovative Advancements - As of September 2025, Qianhai has gathered 191 innovation carriers, including engineering centers and laboratories, with 103 national-level specialized "little giant" enterprises and 11 unicorn companies [7]