The Ministry of Industry and Information Technology recently issued the "Action Plan for the Integrated Empowerment of Industrial Internet and Artificial Intelligence," aiming to deepen the implementation of "AI+" in the industrial sector, promote the deep integration of the Industrial Internet and AI, and provide support for developing new quality productive forces and advancing new industrialization. The Action Plan proposes that by 2028, the level of integrated empowerment of China's Industrial Internet and AI will be significantly enhanced, driving no fewer than 50,000 enterprises to implement upgrades to new industrial networks.
New industrialization emphasizes using informatization to drive industrialization and industrialization to promote informatization, pursuing a development model characterized by high technological content, strong economic benefits, low resource consumption, and minimal environmental pollution. Advantageous industries within specific regions, such as drones, ships, and automobiles, often possess features like advanced technology and strong economic benefits, making them key engines for achieving new industrialization.
Since the beginning of the year, cities including Suzhou, Wuxi, Zhangzhou, and Shangqiu have been intensively deploying a new round of work centered on the topic of new industrialization. In the process of planning their roadmaps for new industrialization, different localities have varying focuses, with three key areas receiving widespread attention: advantageous industries, artificial intelligence, and scenario development.
On January 4th, Suzhou City convened a meeting to advance new industrialization and an innovation development conference on "AI + Manufacturing." The Municipal Party Committee Secretary, Fan Bo, outlined several deployments at the meeting. He emphasized the need to deeply integrate technological innovation with industrial innovation, develop new quality productive forces according to local conditions, continuously deepen the "1030" industrial system construction, and accelerate the establishment of a modern industrial system with advanced manufacturing as its backbone. He also stressed the importance of seizing the opportunities presented by the AI era, leveraging overlapping advantages such as the National New Generation AI Innovation and Development Pilot Zone, and striving to build a domestically leading AI industry cluster to empower the manufacturing sector.
On January 5th, the General Office of the Shangqiu Municipal People's Government released the "Shangqiu City Action Plan for Accelerating AI Empowerment of New Industrialization." The plan specifies that by 2027, the city will have cumulatively established over 20 provincial-level "small lighthouse" enterprises for digital transformation, over 100 provincial-level smart workshops and smart factories, over 70 provincial-level green factories (supply chain management enterprises) and industrial parks, over 14 provincial-level major technological equipment recognized as first-of-its-kind, and cultivated over 5 specialized, refined, distinctive, and new SMEs in the AI field.
Artificial intelligence is a crucial driving force in the new round of scientific and technological revolution and industrial transformation, building momentum and providing capabilities for the deep advancement of new industrialization. Experts interviewed generally indicated that 2026 is a pivotal year for deeply promoting new industrialization, and subsequently, more localities are expected to release new policy measures on this topic.
Tian Chuan, Secretary of the Party Committee of the China Academy of Industrial Internet, stated that the integrated development of the Industrial Internet with AI technologies like large models and intelligent agents will further accelerate changes in industrial models and corporate organizational forms, giving rise to new products, services, and applications. For example, hardware and software driven by multimodal large models and industrial intelligent agents are rapidly integrating into the Industrial Internet system, accelerating the development of industrial intelligent assistants, intelligent edge all-in-one machines, industrial intelligent sensing equipment, and humanoid robots, with breakthroughs in interaction, understanding, and decision-making capabilities.
Huatai Securities believes that under the theme of new industrialization, three types of investment opportunities deserve attention. First, the overseas expansion of mid-to-high-end manufacturing, which involves the high-end, branding, and globalization of advantageous industries, with core metrics being comparative advantage and market share. Second, strengthening and completing industrial chains, focusing on import substitution in emerging industries, with the core metric being the domestic production rate. Third, the forward-looking layout of emerging and future industries, which align with the main direction of new industrialization and its corresponding digitalization and intelligentization requirements, with the core metric being penetration rate. The firm suggests paying attention to tactical opportunities in sectors such as electronics, machinery, software, automobiles, servers, medical devices, chemicals, and rare earths under the new industrialization theme.
**Relevant Concept Stocks:** **ZTE Corporation (00763)**: ZTE leverages the deep synergy between 5G-Advanced, AI, and the Industrial Internet. Through the bidirectional empowerment of "industrial networks" and "industrial intelligence," it provides enterprises with full-stack capabilities ranging from infrastructure to application scenarios. ZTE offers strong support for the development of the Industrial Internet through technological innovation and practical application.
**AInnovation (02121)**: The company's "AInnoGC" industrial large model features industry-specific optimization, lightweight design, and multimodal capabilities, boasting over 15 billion parameters. It provides services such as instruction data, model fine-tuning, model services, and prompt engineering tailored to the proprietary data of vertical industries or individual enterprises. Its primary goal is to help companies build their own exclusive large models and accelerate the development, debugging, deployment, and implementation of generative AI applications.
**TENCENT (00700)**: In 2019, Tencent officially launched the WeMake Industrial Internet platform, positioning it as the unified outlet for exporting Tencent's digital technology capabilities and the group's ecosystem resources to serve the digital transformation of the manufacturing industry.
Comments