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太湖三姐妹,火了
投资界· 2025-06-08 07:38
稳坐中国经济数一数二的江苏,如今也露出截然不同的活力一面。看似被网友集体玩梗, 实则江苏赢麻了。 苏超爆红 太湖三姐妹意外火了 你可能不关注足球,也可能没去过江苏,但这几天大概率刷到过"苏超"。 苏锡常意外出圈。 作者 I 吴琼 报道 I 投资界PEdaily 这个夏天似乎属于苏超。 开赛不到一个月,这一场足球联赛演变成席卷体育、文旅和经济的全面狂欢。相较于以往 出圈的淄博、天水、哈尔滨等,这次苏超威力更甚,"十三太保"全面开花。 "比赛第一,友谊第十四。"目前,苏州、无锡、常州三座城市暂时排名靠后,一夜之间 被戏称为"太湖三姐妹"。形成强烈反差的是,赛场之外——苏锡常,那可是全国都赫赫 有名的"太湖三霸",撑起江苏乃至中国一张张产业名片。 所谓"苏超",指的是首次举办的江苏省城市足球联赛。"苏超"球队以城市命名,13个设 区市各组一支队伍,秉承"你行你上"的原则,球员们来自各行各业,包括教师、学生、 快递员、程序员等。球队间轮番组队比拼。 事关城市荣誉,江苏"十三太保"各个不服输。 苏超有多火?开赛以来, 有单场观众超2万 、门票溢价超6 0倍、央媒集体点赞……据江 苏省体育局统计,江苏省城市足球联赛目前已 ...
LP圈发生了什么
投资界· 2025-06-07 07:29
「解码 LP 」系投资界旗下专注 LP 报道公众号,关注各地基金政策,捕捉 LP 最新动态,欢迎关注! 根据公开信息统计:截至周五下午,本周(5月31日-6月6日)LP动态共27起。 LP 上海国资,一举投1 7家GP 上海三大先导产业母基金发布第二批子基金遴选结果公示。这一次,共有1 7只子基金入选 —— 集 成 电 路 2 只 、 生 物 医 药 1 0 只 、 人 工 智 能 5 只 。 拟 投 资 金 额 共 4 1 . 5 亿 元 , 基 金 总 规 模 2 4 1 . 5亿元,放大倍数5 . 8 2倍。 从去年7月正式签约,到如今不到一年时间,总规模8 9 0亿元的上海三大先导产业母基金的 遴选与出资工作紧锣密鼓地进行中。4月,上海国投先导基金年度会议透露,两批子基金带 来近2 0 0个招引企业,覆盖从光子芯片到基因治疗的硬科技前沿。 LP 广东一纸震撼创投圈 一纸通知,创投圈涌动。广东省财政厅官网发布关于印发《广东省政府投资基金管理办法》 的通知。当中引发热议的是「管理费」表述: 1、政府投资基金管理费用按照市场化原则协商确定,依据基金考核评价结果情况予以核定 拨付。 由国务院国资委指导、中国诚 ...
榴莲暴跌
投资界· 2025-06-07 07:29
以下文章来源于灵兽 ,作者十里 灵兽 . 专注零售,聚焦消费。商业改变世界。你们负责改变世界,我们带你们改造商业。灵兽,零售消费行业 头部新媒体平台,为商业原创报道而生。投稿及合作:lingshouke@126.com 品质与生意的较量。 作者 | 十里 来源 | 灵兽 (ID:lingshouke) 榴莲暴跌的背后 今年夏天,榴莲价格跳水式下跌,核心在于供需和品质问题。 农业农村部全国农产品批发市场价格信息系统显示,进入5月以来,榴莲品类全国批发均 价连日下降,截至5月23日,价格显示为51.38元/公斤,较4月的批发均价69.26元下降 2 5 .8%。 随即,"榴莲价格暴跌"的消息登上微博热搜。与此同时,业内预测,6月以后,越南榴莲 的整体上市,国内价格下跌的趋势仍在持续。 一位水果店的店员向《灵兽》介绍,猫山王榴莲要卖65元/斤,现在猫山王降到了35元/ 斤,价格直接腰斩;金枕榴莲贵的时候要卖3 6 . 8元/斤,现在也降价到2 6元/斤。而在部 分菜市场,售价甚至不到2 0元/斤。 北京新发地市场价格系统显示,金枕榴莲在一个月以前还是1100元、1200元一标箱,一 标箱是32斤,现在到了7 3 0 ...
一位广州00后女生爆红
投资界· 2025-06-07 07:29
作者 I 王露 报道 I 投资界PEdaily " 00后们开始起跑了。"本周,一个有点陌生的名字——洪乐潼,密集出现在AI投资人的交流里。 图片来源:麻省理工学院 在学界崭露头角是2 021年底,洪乐潼成功拿到了牛津大学罗德奖学金,成为仅有的四名中国获奖者之一。 这源自于The I nf orma ti on的报道,0产品0客户,甚至还没有正式官网的AI初创公司Axi om正在进行500 0万美元融资,估值约3亿到5 亿美元。有意思的是,公司 将 用AI解决数学难题,与今天的高考十分应景。 消息一出,立刻在硅谷和国内创投圈刷屏,背后创始人一夜爆火——缔造Axi om的正是00后学霸洪乐潼(Ca ri na Hong)。 在广州出生长大,洪乐潼曾就读于著名的华南师大附中,多次拿下奥数竞赛奖牌。后考入麻省理工学院,硕士毕业于牛津大学。如今 20出头的她,正在斯坦福大学攻读数学和法学博士双学位。目前,洪乐潼在社交平台回应融资消息"不实"。但可以确定的是,Axi om 正在招聘AI数学人才。 悄然间,00后创始人正在登上AI舞台。 一位00后女学霸爆红 来自广州 公开资料显示,洪乐潼是位00后,出生于广州市。父母是 ...
小红书,估值涨到1800亿
投资界· 2025-06-06 07:31
Core Viewpoint - Xiaohongshu's valuation has surged to $26 billion (approximately 180 billion RMB), a 30% increase from its previous valuation of $20 billion earlier this year, despite a generally sluggish sentiment in the primary market [1][2]. Group 1: Company Overview - Xiaohongshu was founded in 2013 in Shanghai and has grown to over 350 million monthly active users, significantly exceeding initial expectations from investors [1][7]. - The company has been exploring various monetization strategies, with advertising being the primary revenue source, but it is also increasing its focus on e-commerce [3][7]. Group 2: Investment Landscape - Xiaohongshu has become a crucial asset for its major investor, Sequoia Capital, representing 91% of its fund's value, with an estimated market value of $2.2 billion for its 8.47% stake [2]. - The competition for Xiaohongshu's shares remains intense, with existing investors like Tencent and Sequoia China showing interest in acquiring additional stakes [2][3]. Group 3: IPO Speculation - There have been ongoing rumors about Xiaohongshu's IPO plans, with expectations that it may launch as early as this year, although the company has not confirmed any specific timeline [3][4]. - The company has made strategic moves, such as renting office space in Hong Kong, which has fueled speculation about its IPO intentions [3]. Group 4: Historical Context - Xiaohongshu's journey has been marked by significant challenges and transformations, including a shift in strategy to focus on community engagement and e-commerce, particularly during the pandemic [6][7]. - The company has experienced rapid user growth, particularly among young women, with over 70% of its user base being female and a significant portion being from the post-90s generation [7]. Group 5: Future Outlook - Despite its impressive growth, Xiaohongshu faces challenges in sustaining its valuation and achieving profitability, particularly in comparison to established e-commerce platforms [3][6]. - The anticipated IPO of Xiaohongshu is seen as a potential milestone for the VC landscape in China, with expectations of substantial returns for early investors [11].
香港重回第一
投资界· 2025-06-06 07:31
Core Viewpoint - The article discusses the rapid IPO of CATL in Hong Kong, highlighting the company's significant cash reserves and the strategic reasons behind its decision to list in Hong Kong, including the need for funding large-scale projects and the advantages of accessing international capital markets [3][5][7]. Group 1: CATL's IPO and Financial Strategy - CATL raised over 410 billion HKD in its IPO, setting a new record for fundraising in Hong Kong this year [3]. - The company aims to allocate 90% of the IPO proceeds to its projects in Hungary, which require a total investment of 4.9 billion euros, exceeding the amount raised [5]. - Additional investments include a large lithium iron phosphate battery factory in Spain, costing around 4.1 billion euros, and a significant investment in domestic battery swap business, estimated at 4 billion yuan [5]. Group 2: Market Dynamics and Trends - The Hong Kong Stock Exchange (HKEX) has optimized its IPO approval process, allowing for quicker listings, which was a key factor in CATL's rapid IPO within 128 days [7]. - The trend of A-share companies listing in Hong Kong is increasing, with 26 A-share companies having submitted applications by mid-May, compared to only 8 in the past three years [7]. - The influx of major companies like CATL and Midea into the Hong Kong market signifies a shift towards internationalization and the need for companies to expand their global presence [10][12]. Group 3: Implications for the Hong Kong Market - CATL's IPO not only marks the largest IPO globally this year but also helps HKEX reclaim its position as the top exchange for IPO fundraising [12][14]. - The article notes that the HKEX's IPO fundraising was previously overshadowed by mainland exchanges, but recent trends indicate a resurgence in its appeal to companies seeking international capital [20]. - The growing participation of mainland companies in the Hong Kong market reflects a broader trend of capital flow and globalization, positioning Hong Kong as a critical bridge for companies aiming to access global markets [24].
今年河南最大IPO
投资界· 2025-06-06 07:31
Core Viewpoint - The article highlights the rise of consumer companies from Henan, particularly focusing on the IPO of Muyuan Foods, which aims for a dual listing in Hong Kong and mainland China, showcasing the entrepreneurial spirit and market insights of local entrepreneurs [2][11]. Group 1: Muyuan Foods Overview - Muyuan Foods, known as the "King of Pigs" in China, has submitted its IPO application to the Hong Kong Stock Exchange, aiming for a dual listing [2]. - The company was founded by Qin Yinglin, who started with 22 piglets and has grown to an annual output of over 70 million pigs, achieving a market capitalization of over 220 billion yuan [2][4]. - Muyuan Foods has established itself as a leader in the pork industry, with a focus on a technology-driven model that encompasses the entire supply chain from breeding to processing [7]. Group 2: Financial Performance - In 2022, Muyuan Foods reported revenues of 124.83 billion yuan, which decreased to 110.86 billion yuan in 2023, with a projected increase to 137.95 billion yuan in 2024 [8]. - The company faced losses in 2023 due to a downturn in the pig cycle, with net profits of 149.33 billion yuan in 2022, a loss of 4.168 billion yuan in 2023, and a projected profit of 1.8925 billion yuan in 2024 [8]. Group 3: Business Model and Strategy - Muyuan Foods employs a self-breeding and self-raising integrated model, differing from the common "company + farmer" approach, which requires significant capital investment [5]. - The company has been expanding its international presence, including a strategic partnership with BAF Vietnam to enhance its global operations [9]. Group 4: Consumer Market in Henan - Henan has produced several successful consumer brands, including Mixue Ice City and Pop Mart, driven by local entrepreneurs who understand consumer needs and market dynamics [11][12]. - The region's agricultural advantages and a large population have fostered a robust consumer market, with a significant portion of consumption occurring in rural areas [12]. - Entrepreneurs from Henan are characterized by their practical approach to business, focusing on cost efficiency and grassroots market insights [12][13].
旅行社的焦虑
投资界· 2025-06-05 03:17
以下文章来源于旅界 ,作者theodore熙少 旅界 . 我点进去后,第一反应就是大写的俩字: 内卷 。 我们先来看旅行社。 跟踪时代浪潮,讲述文旅商业好故事。 内卷。 作者 | theodore熙少 来源 | 旅界 (ID: tourismzonenews) 01 端午宅家,恰逢文旅部最新的《2024年文化和旅游发展统计公报》出炉了。 | 标 题: | 中华人民共和国文化和旅游部2024年文化和旅游发展统计公报 | | | --- | --- | --- | | 索 引 号: | 357A04-04-2025-0100 文 կը | | | 发布机构: | 财务司 发布日期: | 2025-05-30 | | 分 | 类: 统计信息 : 公报 主题词: | 2024年 文化和旅游发展统计公报 | 截至2024年底,全国一共有64616家旅行社,相比2023年增加了8 3 4 1家。 也就是说,平均每天都有二十多家旅行社"呱呱坠地"。同时,去年全年旅行社营业收入 是5657.7亿元,比2 0 2 3年多了整整1215亿。 2 0 2 4年文旅发展统计公报 听起来挺好对吧?可一看利润,就安静了。 2 0 23年 ...
买港股赚了
投资界· 2025-06-05 03:17
以下文章来源于时代财经APP ,作者周梦梅 港股市场也变得热闹起来。蜜雪集团、泡泡玛特、老铺黄金"新消费三股"股价暴涨,成 为资本市场现象级盛宴;阿里、腾讯、小米等为代表的"中国科技七姐妹"强势崛起;宁 德时代赴港募资约3 5 3亿港元,成为年内全球最大规模IPO,掀起港股融资热浪。 不少投资者在这轮港股盛宴中吃到"肉"。"打恒瑞医药这只新股,中签400股,单只股票 赚了6 4 1 3元港币。"投资者王淼称。5月2 3日,恒瑞医药在港股挂牌上市,恒瑞医药首日 涨幅达到2 5 . 2 0%。近来,港股新股上市行情火爆,宁德时代和沪上阿姨在上市首日分别 收涨16.43%和4 0 . 0 3% 这背后是,2 0 2 5年二季度以来,全球宏观叙事主线出现变化,"东稳西荡" 成为资本市场 新故事,市场对美国经济增长、资产价格和美元的信心在衰退,对中国资产价格和货币 的信心在走强,围绕着中国的科技创新和产业升级,市场正在重新定价中国核心资产。 而汇集了众多高新企业的港股市场,则成为全球资本配置中国资产的战略要地。 投资有风险,交易需谨慎 。 作者 | 周梦梅 编辑 | 张常旺 来源 | 时代财经APP (ID: tf-a ...
450亿,今年杭州最大IPO诞生
投资界· 2025-06-05 03:17
Core Viewpoint - The article highlights the successful IPO of Zhongce Rubber, marking it as the largest IPO in A-shares this year, with a market valuation reaching nearly 500 billion yuan at one point, reflecting the resurgence of manufacturing in Hangzhou [1][11]. Company Overview - Zhongce Rubber, established from the Hangzhou Haichao Rubber Factory founded in 1958, has become a leading tire manufacturer in China, selling 200 million tires annually and generating over 39 billion yuan in sales [1][4]. - The company is known for its well-recognized tire brands such as "Zhaoyang," "Weishi," and "Westlake," with a significant portion of its sales coming from international markets, accounting for approximately 46.91% to 48.32% of total sales from 2022 to 2024 [6][7]. Financial Performance - The projected revenue for Zhongce Rubber from 2022 to 2024 is approximately 31.89 billion yuan, 35.25 billion yuan, and 39.25 billion yuan, respectively, with net profits expected to rise from 1.22 billion yuan to 3.79 billion yuan during the same period [6][7]. - The company’s total assets are projected to reach approximately 44.82 billion yuan by the end of 2024, with a debt-to-asset ratio of 66.55% [7]. Ownership and Management - The actual controllers of Zhongce Rubber are Qiu Jianping and his daughter, holding a combined 46.95% stake, while state-owned enterprises in Hangzhou hold 25% and 15% stakes [8][10]. - Qiu Jianping, a prominent figure in mergers and acquisitions, has successfully expanded his business portfolio to include four publicly listed companies, with a total market value of around 100 billion yuan [14]. Industry Context - The article emphasizes the broader trend of manufacturing resurgence in Hangzhou, which is diversifying beyond its digital economy roots, with significant investments in new manufacturing sectors [16][17]. - The city has initiated plans to enhance its manufacturing competitiveness by integrating digital technologies and focusing on high-growth industries such as biomedicine, integrated circuits, and new materials [17][18].