Today, global industries are undergoing tremendous changes, and the manufacturing industry is ushering in a wave of digital and intelligent upgrading.
Traditional production lines are accelerating iterations, and smart factories and digital production lines have become commonplace. AI is no longer limited to consumer scenarios, but has penetrated into industrial production and become the core driving force for manufacturing upgrades.
At present, the implementation of industrial AI is accelerating, the investment logic of high-end manufacturing is becoming clearer, and the long-term growth space is worth looking forward to.
1. The global intelligent manufacturing transformation is accelerating, and industrial upgrading has entered the deep water zone
Recently, top overseas industrial exhibitions have concentrated on displaying various intelligent equipment, and the implementation of industrial AI has achieved remarkable results.
At the 2026 Hannover Industrial Fair in Germany, technologies such as industrial visual recognition, intelligent robotic arms, and full-process automated production lines were displayed on a large scale, which may indicate that the intelligent transformation of the global manufacturing industry has entered a comprehensive acceleration stage.
The integration of artificial intelligence and manufacturing is moving from single-point pilots to full-chain popularization.
The relevant person in charge of the Ministry of Industry and Information Technology said that continuing to promote the two-way integration of artificial intelligence and manufacturing and accelerating the integration of various digital intelligence technologies into the entire process of production, management, and research and development is expected to lay a solid foundation for upgrading the real economy.
Compared with traditional manufacturing models, intelligent transformation can effectively reduce costs and increase efficiency, and adapt to the needs of refined industrial development.
Whether it is a large industrial enterprise or a small and medium-sized manufacturer, digitalization and intelligent upgrades have changed from optional options to an important direction to enhance core competitiveness, and the transformation trend of the global manufacturing industry has become more clear.
2. The prosperity of multiple tracks resonates, and the advantages of hard-core technology on the GEM are highlighted
With the continuous iteration of industrial AI technology, segmented tracks such as industrial vision, intelligent automation, and digital industrial control are expected to usher in a high boom cycle.
The new generation of industrial large models, intelligent sensing, digital twins and other technologies continue to make breakthroughs, continue to empower multiple scenarios such as workshop production, quality inspection, equipment operation and maintenance, and open up space for growth in subdivided industries.
An industry report released by the China Academy of Information and Communications Technology points out that current AI technology is expected to deeply restructure industrial production methods, industrial intelligence may enter a new stage of all-round upgrades in technology, application, and ecology, and the digital transformation of the manufacturing industry is expected to enter a large-scale popularization cycle.
In terms of high-quality asset layout, GEM has gathered a large number of high-end manufacturing and artificial intelligence segment leaders.
Many companies are deeply involved in the fields of industrial automation, intelligent hardware, core industrial control components, etc., with sufficient investment in R&D, fast technology iteration, and accurate integration of the core lines of industrial upgrading and AI empowerment.
Compared with the main board companies, the GEM has stronger scientific and technological innovation attributes and more flexible growth, and is expected to fully benefit from the industrial dividends of industrial intelligent transformation.
Looking at the fundamentals of the industry, the demand for industrial automation is steadily recovering, the high-tech manufacturing sector has strong recovery momentum, and orders upstream and downstream of the industrial chain continue to recover, providing solid support for the steady release of the performance of related companies.
3. Grasp the main line of long-term growth and lay out the AI manufacturing track with one click
AI empowering the real economy is a major trend that can transcend market cycles. As the foundation of the real economy, the manufacturing industry will have an increasingly stable road to intelligent upgrading.
In the short term, the implementation of industrial AI is accelerating, and the prosperity of related tracks continues to be online; in the medium and long term, the triple logic resonance of domestic substitution, technological breakthroughs, and industrial upgrading means that the growth space of high-end manufacturing is worth looking forward to.
For ordinary investors, it is difficult to select stocks directly because there are many industry subdivisions. It is a more worry-free and safer choice to use the index fund layout.
For example, some funds have accurately focused on the core assets of GEM’s AI, covering high-prosperity directions such as industrial AI, intelligent manufacturing, and hard-core technology, keeping pace with the wave of industrial digital transformation.
This fund synchronizes its layout from both hardware and application ends, seizes core investment opportunities such as industrial automation and intelligent equipment, and helps investors package high-quality GEM growth stocks with one click. It is expected to share the industrial dividends brought by long-term upgrading of high-end manufacturing.
The wave of industrial upgrading will not stop, and the penetration of industrial AI has become a general trend.
In the current structural market situation, only by keeping a close eye on the prosperous hard technology track, adhering to long-term layout and rational investment can we better grasp the investment opportunities given by the times.
Of course, investment involves risks, so you need to be cautious when entering the market.
