Analysis of Investment Opportunities in the Integration of Industrial Internet and Artificial Intelligence

Based on a comprehensive analysis of policy documents, market data, and company fundamentals, I systematically sort out the investment opportunities in the field of industrial internet and artificial intelligence integration.

The Ministry of Industry and Information Technology (MIIT) released the “Action Plan for Empowerment through the Integration of Industrial Internet and Artificial Intelligence”, which clarifies the development direction of the integration of industrialization and informatization during the 15th Five-Year Plan period[1]. The core policies include:

Promote industrial enterprises, industrial internet enterprises, industrial software enterprises, and artificial intelligence enterprises to accelerate the construction of intelligent system integration capabilities; cultivate professional service providers in fields such as industrial data and industrial models, as well as private technology leading enterprises and high-quality small and medium-sized enterprises[1].

1. Industrial Software Breakthrough:
   Accelerate the upgrading of industrial software in R&D and design, production and manufacturing, operation and management, and operation and maintenance services by industry and in phases[2]
2. Intelligent Manufacturing Upgrading:
   Implement the “AI + Manufacturing” initiative, supporting enterprises in applying general large models, industry-specific large models, and intelligent agents in key scenarios[1]
3. 5G + Industrial Internet Integration:
   Build 5G factories and scale applications in key industries such as power, engineering machinery, electronics, equipment manufacturing, and automobiles[1]
4. Industrial Data Elements:
   Create a secure and trusted industrial data space, promoting data resourceization, capitalization, and factorization[2]

China has built more than 20,000 industrial 5G private networks, and the average production capacity of 100 world-leading 5G factories has increased by 25%[3].

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The digital transformation of enterprises is sinking from the ERP layer to the production layer, making MES a core demand. According to MIIT policies, the intelligent manufacturing project will be deeply implemented in 2025, with continuous gradient cultivation of smart factories[1].

• Sailisi Information (300687.SZ):
  A leading domestic enterprise in the MES sector, it has ranked first in the MES market share in the high-tech electronics industry for four consecutive years, and achieved a “three-peat” in the photovoltaic and home appliance sectors[4]. The company has built an independent industrial software product matrix covering the entire value chain of “R&D, supply, production, sales, and services”, and launched the model-based manufacturing SIE iMOM in deep cooperation with Huawei Cloud[4].

The integration of industrial internet and AI has led to a surge in demand for computing power, and policies support “multi-level layout, interconnection, and efficient scheduling of computing power resources”[2].

• Inspur Information (000977.SZ):
  A leading domestic AI server enterprise, benefiting from strong demand for AI servers. Its stock price has risen by 29.83% cumulatively in 2025, with the latest closing price of RMB 67.42 and a market value of RMB 992.5 billion[5]. Technically, it is in a sideways consolidation pattern, with a support level of $64.71[6].

Industrial internet security is the basic guarantee for integrated applications. Sangfor Technologies (300454.SZ) adopts “AI First” as its R&D and innovation strategy, and continuously implements AI capabilities in products such as Security GPT and AICP[7].

• Sangfor Technologies (300454.SZ):
  Its stock price performed strongly in 2025, with a cumulative increase of 111.98% and a latest closing price of RMB 121[5]. The company promotes the reshaping of traditional businesses, and its profitability continues to improve[7].

AI empowers industry software to improve efficiency. Glodon (002410.SZ) focuses on artificial intelligence in the construction industry, and improves the efficiency of the entire construction life cycle through automated, intelligent, and industry-specific solutions[7].

• Glodon (002410.SZ):
  A leader in AI applications in cost refinement, it promotes the intelligence of quantity surveying and pricing through AI automatic identification of drawing component information[7].

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Target	Ticker	2025 Cumulative Gain	Latest Price (RMB)	Market Cap (RMB 100 mln)	P/E	ROE	Volatility
Sangfor Technologies	300454.SZ	+111.98%	121.00	5104	72.45x	7.65%	3.69%
Sailisi Information	300687.SZ	+31.00%	23.76	959	132.55x	2.65%	3.76%
Inspur Information	000977.SZ	+29.83%	67.42	9925	40.03x	12.13%	2.87%
Glodon	002410.SZ	+8.34%	12.73	2086	59.80x	5.86%	2.31%

Financial analysis shows that the company adopts aggressive accounting policies, and the low depreciation/capital expenditure ratio may mean that the reported profits have certain water content[8]. However, the debt risk is low, with an ROE of 12.13%, and its profitability is stronger than the industry average[5].

Benefiting from favorable industrial software policies, it was selected into the “2025 Industrial Software Annual Enterprise” list in 2025[4]. The EPS in the latest quarterly report is $0.02, which is lower than market expectations, but the revenue growth trend is good[5].

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Target	Current Trend	Key Support	Key Resistance	Technical Signal
Inspur Information	Sideways Consolidation	$64.71	$68.44	MACD bullish, KDJ bearish[6]
Sailisi Information	Sideways Consolidation	$22.44	$24.08	MACD bullish, KDJ bullish[6]
Sangfor Technologies	Strong Uptrend	$105.54 (200-day MA)	All-time High of 142	Moving averages in bullish alignment[5]
Glodon	Bottom Oscillation	$12.00	$13.50	Lowest volatility, good safety[5]

Based on a comprehensive evaluation of policy intensity, industry boom, and valuation levels:

Time Horizon	Investment Attractiveness	Recommended Strategy
Short-term (1-3 months)	⭐⭐⭐⭐☆(7.5)	Pay attention to oversold opportunities and accumulate on dips
Mid-term (3-6 months)	⭐⭐⭐⭐⭐(8.2)	Actively allocate and wait for performance realization
Medium-to-long-term (6-12 months)	⭐⭐⭐⭐⭐(9.0)	Focus allocation and enjoy policy dividends

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Sub-sector	Recommended Weight	Rationale
Industrial Software (MES/ERP)	30%	Clear policy support, large domestic substitution potential
Computing Infrastructure (AI Servers)	25%	Core demand for AI integration, strong performance certainty of leading companies
Industry Software (Construction/Manufacturing)	25%	AI-enabled efficiency improvement, vertical sector leaders benefit
Industrial Cybersecurity	20%	Essential security guarantee for integrated applications

1. Sailisi Information (300687.SZ)
   - Leading industrial software enterprise, direct beneficiary of policies
2. Inspur Information (000977.SZ)
   - Leading AI server enterprise, relatively reasonable valuation

1. Sangfor Technologies (300454.SZ)
   - Leader in AI security, short-term gains are large, pay attention on dips
2. Glodon (002410.SZ)
   - Leading construction software enterprise, high valuation safety margin

1. Policy implementation falling short of expectations
   : There is uncertainty in the timing of the introduction of policy details and implementation intensity
2. Macroeconomic fluctuations
   : IT investment of industrial enterprises is related to the economic cycle
3. Technology iteration risk
   : Rapid development of AI technology may change the competitive landscape
4. Valuation pullback risk
   : Some targets currently have high valuations, need to pay attention to pullback risks

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The integration of industrial internet and artificial intelligence is in a policy golden period, with the core investment logic centered on “domestic substitution + intelligent upgrading”. It is recommended that investors focus on three key tracks: industrial software, computing infrastructure, and vertical industry applications, and adopt a “core + satellite” allocation strategy, with Sailisi Information (300687.SZ) and Inspur Information (000977.SZ) as core allocations, while paying attention to valuation repair opportunities for leading enterprises in sub-sectors such as Sangfor Technologies (300454.SZ) and Glodon (002410.SZ)[1][2][3][4].

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[1] MIIT Releases 2025 Work Points for the Integration of Informatization and Industrialization (https://www.xjcbcr.gov.cn/xjcbcr/c115375/202507/d748d75a0b0642e79953962f2a924268.shtml)

[2] Promote Intelligent Development of All Industrial Elements with “AI+” (https://www.china-aii.com/qygd/7141267.jhtml)

[3] Policy Boost Drives Industrial Internet’s “Intelligent Leap” (http://www.news.cn/fortune/20251124/23115b5214c74a36bdc996a1f7cc21d7/c.html)

[4] Sailisi Information Selected into the “2025 Industrial Software Annual Enterprise” List (https://m.tech.china.com/hea/articles/20251230/202512301790359.html)

[5] Jinling API Market Data

[6] Jinling API Technical Analysis Data

[7] Zhongtai Securities/Minsheng Securities Research Reports

[8] Jinling API Financial Analysis Data