MIIT Establishes Industrial Software Standards Committee, AI Opens New Opportunities for Industrial Software

Nearshore Protein, a stock that surged fourfold, hits limit down

On October 22, the Shanghai Composite Index closed down 1.48% at 3,658.03 points, a new one-year low; the CSI 300 Index, the Shenzhen Component Index and the ChiNext Index also closed at new one-year lows. Across the market, nearly 5,000 stocks ended lower by the close, with three stocks hitting the 20% limit down: Senyong Windows, Nearshore Protein and *ST Zhuoran.

Nearshore Protein is a recently popular stock in the innovative drug theme; it hit an all-time intraday high on September 30, with its largest year-to-date gain once reaching 406.11%. Today's limit down is the first since the stock's listing, and the latest closing price is 36.44% below its all-time high.

Public information shows that Nearshore Protein's main business is the R&D, production and sales of target and factor proteins, recombinant antibodies, enzymes and reagents, and the provision of related technical services. Its operating performance has declined markedly since its 2022 listing. In the first half of this year, the company's revenue was only 80 million yuan, with a net loss attributable to shareholders of 29 million yuan. As of the end of the second quarter, the company had 6,364 shareholders, and its top ten tradable shareholders were all institutional investors.

MIIT establishes Industrial Software Standardization Technical Committee

According to the WeChat public account "MIIT WeChat News," the founding meeting of the Industrial Software Standardization Technical Committee of the Ministry of Industry and Information Technology (the "Industrial Software Standards Committee") was held on October 21 in Hangzhou, Zhejiang Province. Vice Minister of Industry and Information Technology Xiong Jijun attended the meeting and delivered a speech. Responsible officials from relevant departments and bureaus of the Ministry of Industry and Information Technology, representatives of the Industrial Software Standards Committee and relevant industry experts attended the meeting.

Establishing the Industrial Software Standards Committee is an important measure to give full play to the foundational, strategic and guiding role of standards, accelerate the translation and application of scientific and technological innovation achievements, and guide and promote the high-quality development of the industrial software industry. The Industrial Software Standards Committee is mainly responsible for the formulation and revision of industry standards in key technologies, data interoperability, products and services, integrated applications and ecosystem development, and its secretariat is based at the Fifth Electronics Research Institute of the Ministry of Industry and Information Technology.

After the founding meeting, the first plenary meeting of the Industrial Software Standards Committee was held, at which documents including the committee's charter, the secretariat's working rules and the standard formulation and revision procedures were reviewed and approved, and key tasks for the next stage were studied and deployed.

Intelligent upgrading of industrial software accelerates

As the "brain" and "nerves" of the modern industrial system, the independent controllability of industrial software is directly related to the high-end development of China's manufacturing industry and industrial security. For a long time, China's industrial software has suffered from problems such as a lack of core technologies, high dependence on foreign sources, insufficient product maturity and an incomplete ecosystem; R&D and design software such as CAD and CAE is almost entirely dominated by foreign giants, so achieving independent controllability of industrial software is of great significance.

Against the backdrop of the in-depth advancement of Digital China construction and intelligent manufacturing during the 15th Five-Year Plan period, the deep coupling of artificial intelligence (AI) and CAD is completely rewriting traditional design paradigms and business logic, opening up a closed loop of data across the entire chain of design, simulation, manufacturing and service, driving China's industrial design from digitalization toward digital intelligence, and opening a new window of opportunity for domestic industrial software to break overseas monopolies and achieve leapfrog development along a new path.

According to Economic Daily, the integration of AI and industrial software is unfolding along two paths: first, "AI-assisted," which adds intelligent functions on top of existing architectures and is currently the most widely used and fastest-acting upgrade method; second, "AI-native," in which models assume the core capabilities of software, continuously extending the boundaries of capability, reshaping R&D and operating logic, and providing new technical means for breaking the ecosystem barriers of first movers.

Today, domestic industrial software has made breakthroughs in multiple areas: the market share of domestic CAx software in the automotive and electronics sectors has reached 28%, the market share of domestic MES systems in the steel industry exceeds 40%, and in shipbuilding, domestic process design software has successfully broken overseas monopolies. According to industry estimates, in the three core areas of CAD, CAE and EDA alone, domestic substitution represents a market space of hundreds of billions of yuan, making it a core growth engine for the sector.

IDC predicts that the AI+industrial software submarket will expand rapidly at a compound annual growth rate of 49%, with its share of the core industrial software market jumping from 13% in 2025 to 46.2% in 2030.

Trading activity picks up for 11 concept stocks

According to Securities Times DataBao statistics, as of the close on October 22, industrial software concept stocks had fallen by an average of 12.81% this year. Four concept stocks rose against the trend: Supcon Technology, DeepGlint, Ronds and Siegy Information.

Supcon Technology has risen 46.36% this year, ranking first. Supported by TPT's ability to integrate across tasks and scenarios, the company is restructuring its industrial software system, connecting the key links of "perception—analysis—decision—execution," and developing industrial intelligent agents that support highly autonomous operation of facilities. In the first half of 2026, the company's industrial AI business generated revenue of 385 million yuan.

In terms of trading, as of the close on October 22, 11 industrial software concept stocks had seen their average daily turnover since October increase month on month, with Huada Empyrean, Ronds and Nengke Technology all posting increases of more than 50%.

Huada Empyrean's average daily turnover since October was 843 million yuan, an increase of 95.41% month on month. In the first half of 2026, the company innovatively proposed four major EDA solutions, including: a multi-tool joint innovation platform to optimize critical paths of systems, 3D full-link physical verification, 3D cross-die critical path reliability and integrity simulation, and an integrated system-level verification platform, which have been successfully commercialized.

Ronds' average daily turnover since October was 74 million yuan, up 83.7% month on month. The company has completed a full-chain technology layout covering core sensing components, edge intelligence, industrial big data, intelligent algorithms, the PHMGPT agent and an industrial internet platform. As of the end of the first half of 2026, the company's platform had connected more than 220,000 devices and accumulated more than 45,000 fault cases.

Nengke Technology's average daily turnover since October was 333 million yuan, up 59% month on month. Focusing on industrial AI and embodied intelligence, the company conducts businesses including computing power management, model management, data governance, domain model training and inference, and scenario agent development, building enterprise-level AI application platforms for customers. In the first half of 2026, the company's AI products and services business generated revenue of 294 million yuan.