①《"人工智能+制造"专项行动实施意见》锚定2027年目标，细化21项具体措施，强化算力供给与行业 大模型研发，计划推出1000个高水平工业智能体，推动AI与工业互联网深度融合，培育生态主导型企 业。 ②《推动工业互联网平台高质量发展行动方案(2026—2028年)》作为三年路线图，提出四大行动，明确 到2028年平台数量超450家、工业设备连接数突破1.2亿台(套)、平台普及率达到55%以上，鼓励平台向 专业型、行业型、协作型分化。 系列政策各有侧重、协同发力，构建起全链条发展指引 ③《工业互联网和人工智能融合赋能行动方案》则聚焦网络改造核心任务，推动不少于50000家企业实 施新型工业网络改造升级，滚动发布新型工业网络产品目录，推进重点行业开展新型工业网络改造；而 工业互联网产业联盟于2025年9月25日发布《新型工业网络产业链名录(2025)》(以下简称名录)，汇聚创 新产品，为政策落地提供产业链支撑，加速新型工业网络技术产品商业化进程，全方位支撑制造业数智 化转型与新质生产力培育。 招商证券发布研报称，工业互联网领域政策密集落地，构建起全链条发展体系，推动产业向提质增效转 型。工业通信公司凭借差异化技 ...

Investment Rating - The report maintains a "Recommended" rating for the industrial internet sector, indicating a positive outlook for the industry based on favorable fundamentals [4]. Core Insights - The industrial internet sector is experiencing a surge in policy support, which is expected to drive a comprehensive development framework and enhance quality and efficiency in the industry [1][7]. - Key policies include the "Artificial Intelligence + Manufacturing" initiative, which aims to establish 1,000 high-level industrial intelligent entities by 2027, and the "Action Plan for High-Quality Development of Industrial Internet Platforms (2026-2028)," targeting over 450 platforms and 1.2 billion connected industrial devices by 2028 [2][7]. - The report highlights that industrial communication companies are well-positioned to benefit from these policy incentives, leveraging differentiated technologies and scene advantages to support industrial upgrades [1][2]. Summary by Sections Policy Developments - Recent policies have established a framework for integrating AI with industrial internet platforms, focusing on enhancing the quality of industrial internet development and addressing existing challenges such as insufficient differentiation and application depth [7]. - The "Action Plan for AI and Industrial Internet Integration" emphasizes the need for network upgrades in at least 50,000 enterprises, promoting the commercialization of new industrial network technologies [2][7]. Company Highlights - Dongtu Technology is leading the development of international standards and has created a closed-loop ecosystem that aligns with policy directives for new industrial network upgrades, with its TSN and industrial 5G chips recognized in the new industrial network directory [2][8]. - Sanwang Communication focuses on industrial Ethernet and 5G hardware products, with its TSN switches also included in the directory, showcasing its competitive edge in the TSN and Ethernet-APL technology fields [2][8]. - Yinghantong provides cloud-based edge intelligence solutions that enable efficient local data processing and decision-making for industrial enterprises, supporting mainstream AI applications [3].