山东省工业和信息化厅 山东省财政厅：关于组织开展2026年度山东省工业软件研发推广项目申报工作的通知
Municipal Industry and Information Technology Bureaus, Finance Bureaus:
为贯彻落实国家软件发展战略，依据《山东省工业和信息化厅 山东省财政厅关于印发〈山东省工业软件财政奖励资金管理及实施细则〉的通知》（鲁工信软〔2025〕65号）等文件精神，现决定开展2026年度山东省工业软件研发推广项目申报工作。有关事项通知如下：
1、 Declaration scope
Support areas mainly include the following aspects:
（一）研发设计类：主要包括计算机辅助工程（CAE）、计算机辅助工艺规划（CAPP）、计算机辅助制造（CAM）、产品数据管理（PDM）、产品生命周期管理（PLM）、基于模型的系统工程（MBSE）等软件产品。
（二）生产控制类：主要包括工业控制系统、制造执行系统（MES）、制造运行管理（MOM）、调度优化系统（ORION）、先进控制系统（APC）、分布式控制系统（DCS）、可编程逻辑控制器（PLC）、数据采集与监视控制系统（SCADA）、仓储管理与控制系统（WMS/WCS）、数 字孪生系统（DTS）等软件产品。
（三）业务管理类：供应链管理（SCM）、人力资源管理（HRM）、企业资产管理（EAM）、客户关系管理（CRM）、商业智能系统（BI）等软件产品。
（四）共性支撑类：数据库管理系统、低代码开发平台、信息安全、工业大数据分析平台、人工智能检测系统等软件产品。
鼓励人工智能软件项目积极申报。
2、 Declaration conditions
（1） Undertaking subject conditions
1. The main unit responsible for the project has a normal operating status, good financial condition and credit record, and is in line with the direction of industrial development. It is legally established as a software enterprise mainly engaged in software research and development.
2. The main unit responsible for the project owns core products, key technologies, and independent intellectual property related to industrial software research and development.
3. The total research and development expenses in the past two years shall account for no less than 7% of the total sales (operating) revenue of the enterprise.
4. The main unit responsible for the project has not experienced any major safety production, major quality accidents, serious environmental violations, or serious dishonest behavior within 3 years.
5. The main unit responsible for the project meets the requirements of the "green threshold" system for financial enterprise funds.
（2） Declaration project conditions
1. The project is an ongoing or planned project with the importance and urgency of accelerating implementation. The iterative upgrade of the product is independently controllable and has a good foundation, which can significantly improve the resilience and security level of the industrial chain and supply chain.
2. The project iteration upgrade product should have a point advantage in performance indicators compared to internationally and domestically renowned similar products.
3. The project should jointly develop a construction plan with key user enterprises, with reasonable and feasible technology applications, clear goals for product iteration and upgrading, and a project construction period of no more than one year.
4. The project iteration upgrade product needs to complete the adaptation verification work based on a fully localized environment, and form the localization integration adaptation results between upstream and downstream industrial software.
5. The application for project product upgrades and technological breakthroughs should have clear expectations, including but not limited to product iteration upgrades, new features, as well as the addition of patents, software copyrights, and participation in standard development.
6. The project should have a clear application promotion plan and ecological construction expectations. The work plan should be reasonable and feasible, and the declared project should comply with the support direction of key industrial chain areas in Shandong Province. It should be verified and used by the "chain owner" enterprises in the industrial chain or other leading enterprises in the industrial field, and the localization environment and domestic industrial software ecosystem adaptation should be completed. The expected goals include but are not limited to increasing sales revenue, serving the industrial enterprise sector and quantity, as well as organizing supply and demand docking, technical exchanges, and other activities.
7. The project should have a clear implementation plan and financial support to ensure that the construction is completed according to the plan.
8. Encourage the adoption of open source methods for project applications to accelerate research and development innovation and iterative upgrades.
3、 Declaration Procedure
（一）企业申报。各市工业和信息化局、财政局按照企业自愿原则组织申报，省属及中央驻鲁单位按属地申报。申报企业按要求编制《山东省工业软件研发推广项目申报书》（见附件1），申报材料须符合国家保密相关规定。
（二）初审推荐。各市工业和信息化局、财政局应认真把关，确保申报材料符合要求、齐全完整、真实有效，并于4月15日前将推荐函、汇总表和企业材料报省工业和信息化厅。
（3） Review announcement. The Provincial Department of Industry and Information Technology and the Department of Finance organize experts or third-party professional institutions to evaluate the declared projects. Various methods such as material review, online or on-site defense are used to determine eligible projects and undertaking units. After public announcement without objection, they will be announced and rewarded. The undertaking unit shall organize and carry out project implementation in accordance with the requirements of the application form, and retain process files during the project implementation period.
（四）验收评价。省工业和信息化厅、财政厅将进行动态监督，并于2027年3月，发布通知组织开展验收评价工作，结合项目申报计划书预期目标对项目实施情况进行验收评价，经公示无异议后公布验收结果并实施奖励或收回奖励资金。
4、 Precautions
（1） The applying unit shall be responsible for the authenticity of the indicators, data, relevant certificates, and attachment materials involved in the application materials, and shall bear the consequences caused by providing false materials.
（2） The Provincial Department of Industry and Information Technology does not entrust any unit or individual to engage in project application agency services. The application form and data of the applying unit are only used for project evaluation and process management.
（3） The same group enterprise shall apply for no more than 2 projects per year.
5、 Contact Information
省工业和信息化厅软件与信息服务业处 0531-51782667
E-mail ruanjian@shandong.cn
通信地址：济南市历下区省府前街1号省工业和信息化厅软件与信息服务业处
Attachment:1：工业软件项目申报书.doc
Shandong Provincial Department of Industry and Information Technology
Shandong Provincial Department of Finance
2026年3月31日
