20240920-国金证券-计算机行业研究_工信部指明2027年工业软件及工业操作系统国产替换目标_3页_774kb

中文总结：
2024年9月20日，工信部发布《工业重点行业领域设备更新和技术改造指南》，提出到2027年完成工业软件及系统约200万套更新任务。政策聚焦石油、化工、航空、船舶等关键领域，推动国产操作系统、工业软件（如CAD/CAE/CAM等）和工业控制系统升级，以提升产业链韧性与安全水平。

近年来多个利好政策密集出台，如北京市属国企软件采购推动正版化进程，《制造业可靠性提升实施意见》强调CAX等工具开发，并指出AI正赋能研发设计、生产制造流程。此外，《推动大规模设备更新和消费品以旧换新行动方案》设定了2027年工业软件市场规模扩容目标，预计市场规模或达375亿。

工业软件具有市场规模广阔（超3000亿）、渗透率低、国产化率不足及技术壁垒高等特点，AI与工业软件融合加速行业变革。推荐关注中望软件、中控技术、赛意信息等标的。

英文Summary（English to English summary based on Chinese content above for reference）:
In September 2024, MIIT issued guidelines urging the update and technology transformation of industrial software by 2027. Focusing on sectors like petrochemicals and aerospace, the policy targets replacing base systems (OS, DBMS) and industrial software (CAD/CAE/CAM), to enhance supply chain resilience.

Recent favorable policies include Beijing's push for software procurement, the emphasis on CAX tools in reliability improvement, and AI's growing role in industrial R&D/design. The 2027 plan aims for expanded software market growth through IOTC's policies and private sector collaboration.

Industrial software boasts broad market potential (over 300B CNY), low domestic adoption rates, and AI-driven innovation. Key firms to monitor include those specializing in CAD, industrial OS, and IIoT platforms.

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