截至2025年8月11日 11:30，中证工业互联网主题指数(931495)强势上涨1.43%，成分股大族激光(002008) 上涨10.00%，烽火通信(600498)上涨5.72%，水晶光电(002273)上涨5.14%，亿纬锂能(300014)，亨通光 电(600487)等个股跟涨。工业互联ETF(159778)上涨1.49%，最新价报0.89元。 工业互联ETF(159778)，场外联接A：021082；联接C：021083；联接I：022883。 工业互联ETF紧密跟踪中证工业互联网主题指数，中证工业互联网主题指数选取50只涉及工业互联网硬 件制造、软件开发和应用服务等业务的上市公司证券作为指数样本，以反映工业互联网主题上市公司证 券的整体表现。 数据显示，截至2025年7月31日，中证工业互联网主题指数(931495)前十大权重股分别为工业富联 (601138)、宁德时代(300750)、北方华创(002371)、科大讯飞(002230)、汇川技术(300124)、海康威视 (002415)、豪威集团(603501)、比亚迪(002594)、国电南瑞(600406)、兆易创新(603986)，前十 ...

Group 1 - The China Securities Industrial Internet Theme Index (931495) decreased by 0.91% as of June 19, 2025, with mixed performance among constituent stocks [1] - Notable gainers included Northern Huachuang (002371) up 1.84%, China Software (600536) up 1.22%, and Qiming Star (002439) up 1.00%, while Newland (000997) led the decline [1] - In May, the national industrial added value for large-scale enterprises grew by 5.8% year-on-year, with the equipment manufacturing sector seeing a 9% increase, contributing 54.3% to industrial production [1] Group 2 - The trend indicates that foreign industrial software giants are acquiring AI companies, significantly enhancing the intelligence level of domestic industrial software products [2] - The national government is accelerating the deployment of AI + industrial software initiatives, supporting pilot development of AI + CAE and AI + EDC products [2] - As of May 30, 2025, the top ten weighted stocks in the China Securities Industrial Internet Theme Index accounted for 47.11% of the index, including BYD (002594) and Northern Huachuang (002371) [2]

Group 1 - The core viewpoint of the news highlights the positive performance of certain stocks and the Industrial Internet ETF, alongside the release of the "Computing Power Interconnection Action Plan" by the Ministry of Industry and Information Technology, which aims to standardize and enhance computing power resources by 2028 [1][2] - As of June 4, 2025, stocks such as Crystal Optoelectronics, Yiwei Lithium Energy, and Industrial Fulian have shown significant increases, with the Industrial Internet ETF rising by 0.99% and achieving a cumulative increase of 16.38% over the past year [1] - The "Action Plan" emphasizes the need for flexible scheduling of computing resources to meet diverse market demands, which could enhance the efficiency of data centers and invigorate the overall market [1] Group 2 - The Industrial Internet ETF closely tracks the CSI Industrial Internet Theme Index, which includes 50 listed companies involved in hardware manufacturing, software development, and application services, reflecting the overall performance of the industrial internet sector [2] - As of May 30, 2025, the top ten weighted stocks in the CSI Industrial Internet Theme Index account for 47.11% of the index, with notable companies including BYD, Northern Huachuang, and Hikvision [2]

Core Insights - The Industrial Internet Theme Index (931495) has seen a strong increase of 1.94% as of May 29, 2025, with significant gains in constituent stocks such as Huada Jiutian (301269) up 15.75% and Desay SV (002920) up 10.00% [1] - The Industrial Internet ETF (159778) has risen by 2.36%, with a latest price of 0.83 yuan, and has accumulated a 16.81% increase over the past year as of May 28, 2025 [1] - The Ministry of Industry and Information Technology is seeking public opinion on the national standard for Automatic Emergency Braking (AEB) systems, which is expected to become a standard feature and enhance the penetration of various electronic control devices in braking systems [1] Industry Analysis - According to Guotai Haitong Securities, the hardware required for AEB is divided into intelligent driving and chassis execution components, with significant opportunities for domestic replacement in the ESC function, which is currently dominated by foreign companies [2] - The new regulations are anticipated to promote the penetration of line control braking, which is more efficient than ESC [2] - The Industrial Internet Theme Index comprises 50 listed companies involved in hardware manufacturing, software development, and application services, reflecting the overall performance of the industrial internet theme [2] - As of April 30, 2025, the top ten weighted stocks in the Industrial Internet Theme Index account for 47.41% of the index, including companies like BYD (002594) and Hikvision (002415) [2]