The industrial internet industry welcomes favorable policies, with 11 concept stocks being heavily invested by the social security fund.
On January 13th, the Ministry of Industry and Information Technology issued the "Action Plan for Promoting the High-Quality Development of Industrial Internet Platforms", which put forward specific plans for the target in 2028, including fostering over 450 influential platforms, exceeding 120 million industrial equipment connections, and achieving a platform penetration rate of over 55%. According to Securities TimesData Treasure statistics, there are a total of 53 individual stocks in the A-share market that are involved in the industrial Internet industry chain. On January 13th, there was a general pullback, with only 10 stocks experiencing gains. Yonyou Network, Sanechips, and East Tech were among the top gainers, with increases of 7.87%, 6.72%, and 3.11% respectively. In terms of institutional shareholding, 11 concept stocks were heavily invested by social security funds at the end of the third quarter of 2025. Based on end-of-period stock prices, the total market value of their holdings reached 11.212 billion yuan, with Sany Heavy Industry, Huichuan Technology, and Haier Smart Home having the highest market values of 4.142 billion yuan, 2.372 billion yuan, and 1.896 billion yuan respectively.
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