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广州超级IPO来了
投资界· 2025-05-13 07:35
半导体追赶战。 作者 I 刘博 报道 I 投资界-天天IPO 天天IPO . 投资界(PEdaily.cn)旗下,专注IPO动态 欢迎加入投资界读者群 20 17年,粤芯半导体在广州成立,随即火速实现量产,成为粤港澳大湾区第一家实现量 产的1 2英寸芯片制造企业。短短几年时间,公司身后聚集了一个超豪华的投资人阵容, 场面蔚为壮观。 以下文章来源于天天IPO ,作者刘博 这应该是广州近年最大芯片IPO。 投资界-天天IPO获悉,据中国证监会官网披露,粤芯半导体技术股份有限公司(下称"粤 芯半导体")上市辅导备案材料近日获备案登记,辅导机构为广发证券。 "粤芯半导体被广州寄予了厚望。"一位半导体投资人曾回忆。透过这一幕,我们看到大 湾区半导体追赶战愈发激烈。 中大校友带队 填补大湾区芯片空白 粤芯半导体的崛起,离不开一个灵魂人物——陈卫。 陈卫1982年从中山大学物理系毕业后,先是进入汕头大学物理系任教,后在19 8 7年远赴 英 国 攻 读 硕 士 和 博 士 学 位 。 此 后 , 他 一 头 扎 进 半 导 体 行 业 , 来 到 新 加 坡 特 许 半 导 体 工 作,担任中国公司首席代表和总经理,又曾任 ...
四川,迎来史诗级大机会
投资界· 2025-05-13 07:35
Core Viewpoint - Sichuan has been designated as a "strategic hinterland," which is expected to attract significant investment and policy support, enhancing its economic development potential [4][6][7]. Economic Performance - In the first three months of the year, Sichuan's GDP exceeded 1.5 trillion yuan, with high-tech industries growing by 14.3%, particularly in industrial robots, smartphones, electronic communications, and automotive manufacturing, all exceeding 20% growth [4][10][20]. - Foreign investment in Chengdu surged by 74.04%, indicating strong confidence from international investors [4]. Strategic Importance - The designation of "strategic hinterland" is crucial as it determines a province's development direction and potential, influencing national investment and support [6][7]. - Sichuan's geographical advantages include being a natural fortress, historically serving as a refuge during conflicts, which enhances its strategic value [7][8][15]. Agricultural and Energy Strength - Sichuan ranks first in several agricultural metrics: total grain output at 726.8 billion jin, live pig output at 61.496 million heads, and rapeseed production at 7.44 billion jin [10]. - The province is a major energy supplier, with natural gas production at 65.66 billion cubic meters, ranking first nationally, and hydropower generation at 381.4 billion kilowatt-hours, also the highest in the country [10][11]. Industrial Capabilities - Sichuan boasts 41 complete industrial categories, with six key industries: electronic information, equipment manufacturing, food and textiles, energy and chemicals, advanced materials, and pharmaceutical health [11][12]. - The electronic information industry alone is valued at nearly 2 trillion yuan, positioning Sichuan among the top ten global electronic information industry bases [11]. Research and Development - Mianyang is recognized as a "science and technology city," housing numerous national research institutions and achieving a research and development intensity of 5.26% in 2024, surpassing many coastal cities [13][14]. - Companies like Changhong and Jiuzhou are leading in various sectors, contributing to Sichuan's reputation as a hub for innovation and advanced manufacturing [14][15]. Infrastructure and Investment Environment - Sichuan has invested over 200 billion yuan annually in transportation infrastructure, with ongoing projects like the Chengdu-Chongqing high-speed rail expected to significantly reduce travel time [19][20]. - The provincial government has implemented policies to enhance the business environment, including rapid project approval processes and substantial tax reductions, totaling over 88 billion yuan in 2024 [20].
刚刚,一家中概股暴涨200%
投资界· 2025-05-12 09:17
新一页。 作者 I 周佳丽 刘博 报道 I 投资界PEdaily 今日1 5 : 0 5,新华社发布《中美日内瓦经贸会谈联合声明》,披露了中美关税调整。 消息一出,全球股市全面拉升,港股恒生指数大涨。 今日16时,美股盘前交易开始,中国资产沸腾,其中一家专注跨境物流服务的公司—— 佳裕达物流,盘前一度暴涨超20 0%,高居美股盘前涨幅榜首。 历史潮流,浩浩汤汤。想起此前《人民日报》评论,上下同欲者胜,风雨同舟者兴。越是 动荡,越要集中精力办好自己的事。 历史性一幕 中国资产爆发 根据新华社,《中美日内瓦经贸会谈联合声明》当中提及: 美国将(一)修改2 02 5年4月2日第1425 7号行政令中规定的对中国商品(包括香港特别 行政区和澳门特别行政区商品)加征的从价关税,其中,24%的关税在初始的9 0天内暂 停实施,同时保留按该行政令的规定对这些商品加征剩余10%的关税;(二)取消根据 2 0 2 5年4月8日第1 42 59号行政令和20 2 5年4月9日第14 2 66号行政令对这些商品的加征关 税。 中国将(一)相应修改税委会公告2 02 5年第4号规定的对美国商品加征的从价关税,其 中,2 4%的关税在 ...
复星200+产业应用场景+千万投资!首届「复星杯」AI+创业创新大赛报名启动
投资界· 2025-05-12 09:17
来源 | 复星 近日,由复星倾力打造的首届「复星杯」AI+创业创新大赛正式启动!依托复星及旗下 企业全球200+产业应用场景与雄厚资源,汇聚AI领域顶尖人才,探索前沿科技与产业的 深度融合。无论你是初创团队、高校科研力量,还是心怀梦想的AI开发者,这里都是你 展示创新成果、链接全球资源的舞台。 复星200+产业应用场景+千万投资 本届大赛优胜团队可获得: 招募赛道 本次大赛招募全国AI先锋,包括但不限于以下赛道: 1、AI+金融:深耕金融领域,直击业务痛点,需兼具技术实力(金融数据处理、自然语 言处理、机器学习)、行业洞察(熟悉市场、投资或交易逻辑)与成功经验(如数据分 析模型、智能投顾等案例)。 3、初赛:2 0 2 5年6月1 5日- 30日,2 0+企业晋级8强 2、AI+医药大健康:药物研发、临床开发、精准医疗、智能诊断、产业运营、AI药物研 发创新、智能临床开发系统、生物药生产智能化解决方案、精准医疗AI平台等,打造大 健康产业新范式。 3、AI+营销:探索AI技术在消费零售、文化传播、旅游体验等场景中的深度融合与创新 应用,助力精准营销与用户体验提升。 4、AI 4S:聚焦AI技术在科学领域的前沿 ...
高校专业大逃杀
投资界· 2025-05-12 09:17
以下文章来源于图数室 ,作者图数室 图数室 . 新浪新闻出品《图数室》栏目。 关注我们,用数据读懂热点。 1428个专业被撤。 作者 | 图数室 来源 | 图数室 (ID:sina-tushushi) 哪些大学在撤专业? 大学专业设置正在经历一场"大洗牌",那些跟不上时代发展的专业在逐渐被淘汰。 4月29日,南昌大学教务处发布《关于南昌大学2025年拟撤销本科专业的公示》,拟撤 销戏剧影视文学等8个本科专业。 撤销专业的高校并不是只有南昌大学。2025年还未过半,已有多所大学发布撤销专业的 通知,据图数室不完全统计,截至目前,包括南昌大学在内,已有5所大学发布撤销专业 的通知,山东大学更是"大手一挥"撤了10个专业。 | 2025年哪些大学 | | | | 出品 目的气 来源:公开资料 | | --- | --- | --- | --- | --- | | 在撤专业? | | | | 注:不完全统计 | | | | ·· | | | | 戏剧影视文学 | | 广播电视编导 | 动圏 | 艺术设计学 | | 南昌大学 | 劳动与社会保障 | 经济统计学 | 信息安全 | 医学影像技术 | | 人文地理与城乡规划 ...
冥想班正在收割白领
投资界· 2025-05-12 09:17
以下文章来源于新周刊 ,作者郑依妮 新周刊 . 中国最新锐的生活方式周刊。 井喷式发展期。 作者 | 郑依妮 编辑 | L 来源 | 新周刊 (ID:new-weekly) 清晨7点,位于广州CBD甲级写字楼楼下的一家瑜伽馆已亮起了灯。十几位白领身着露 露乐蒙的瑜伽服,手握一杯冰美式,在等待一场"疗愈之旅"。她们跟随导师的指引闭目 盘坐,耳边是钵音的交响,鼻腔里萦绕着香薰蜡烛的檀香气味。 但当一小时的课程结束,走出冥想馆的白领们立刻不约而同地低头刷起手机——客户群 的未读消息提醒、同事沟通工作的邮件、银行发来的房贷还款提醒、体检报告上的异常 指标等,如潮水般涌入屏幕。 花费3999元购买的"心灵SPA",仿佛只是给焦虑蒙上了 一层滤镜。 近两年,国内疗愈产业出现了爆发性增长。根据《疗愈经济用户报告(2024)》,中国 疗愈经济规模达到10万亿元人民币,约60%的城市青年人有焦虑情绪,其中18%为中 度或重度焦虑。各类打着疗愈之名的颂钵冥想班异常火爆。 一 家 网 红 瑜 伽 疗 愈 中 心 的 标 配 往 往 是 " 洞 穴 式 空 间 设 计 + 有 机 素 食 套 餐 + 心 理 学 硕 士 导 师"的一 ...
江西两兄弟,干出3000亿
投资界· 2025-05-11 07:50
Core Viewpoint - The article discusses the significant returns generated by hard technology projects in China, particularly highlighting the success of Cambrian, which has seen its stock price surge and market capitalization exceed 320 billion yuan, marking it as a standout case in the hard tech investment landscape [1]. Group 1: Company Background - Cambrian was founded by two brothers, Chen Yunji and Chen Tian Shi, who both had strong academic backgrounds in AI chip research at the Chinese Academy of Sciences [3][6]. - The company was established in 2016 after the team developed the world's first deep learning-specific processor prototype in 2015, marking a significant milestone in AI chip development [3][6]. Group 2: Financial Performance - Cambrian experienced a dramatic rise in stock price, reaching a peak of 777.77 yuan per share in 2024, with a market capitalization increase of over 200 billion yuan within a year [12]. - The company reported a net profit of 2.82 million yuan in Q4 2024 and 3.55 million yuan in Q1 2025, marking its first consecutive profitable quarters since its IPO [12][13]. Group 3: Market Dynamics - Cambrian's revenue growth is attributed to its strategic pivot towards a "cloud-edge-end" layout and the introduction of new products, responding to the increasing demand for AI computing power in China [7][15]. - The company is preparing for increased market demand by maintaining a substantial inventory balance of 2.755 billion yuan and prepayments of 973 million yuan, indicating confidence in future orders [14][15]. Group 4: Investment Landscape - Early investors in Cambrian, such as Yuanhe Origin and Lenovo Capital, recognized the potential of AI technology and made significant investments, which have now yielded substantial returns [17][18]. - The article emphasizes the long investment cycles associated with hard technology, suggesting that patience and perseverance are essential for achieving significant returns in this sector [19].
这届老人开始疯狂花钱
投资界· 2025-05-11 07:50
以下文章来源于华商韬略 ,作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 新型老年,有钱爱花钱。 来源 | 华商韬略 (ID:hstl8888) 2 0 24年12月2 8日晚,北京五棵松体育馆光影攒动、座无虚席。 台上的刀郎一开嗓:"你是我的情人……",台下万人跟唱:"像玫瑰花一样的女人。" 在场观众多为中老年人,他们欢呼、呐喊、歌唱,抢不到票的大爷大妈也在场外自发组 织合唱,音浪此起彼伏。 如此活力四射的场面,引得一众媒体惊呼: "火爆程度超过当年的周杰伦,老年人的购 买力实在不可小觑。" 据悉,刀郎巡回演唱会要在北京连办数场。饶是如此,预售门票上线不过数秒仍旧被一 抢而空,原价8 8 0元的看台票愣是被黄牛炒至上万元。 每次500元的价格对她而言不在话下,毕竟自己手握丰厚的退休金,为情绪买单是她悦己 的方式,要的就是腔调。 王阿姨所代表的是时下中国最富有的一代人——1 9 6 2年到197 5年出生的人。 作 为 新 中 国成立后最大规模的婴儿潮,如今他们正以每年超过2000万人的速度进入退休潮。 图源:育娲人口研究智库 此前的40后与50后虽然基数庞大,但这代人成长于艰苦岁月,形成了勤俭节 ...
私募通数据周报:本周募资、投资、上市和并购共115起事件
投资界· 2025-05-11 07:50
Fundraising Overview - From May 1 to the current week, there were 115 fundraising, investment, listing, and merger events, totaling 18.271 billion RMB [1] - The most significant fundraising event was an investment exceeding 1.3 billion RMB in Shanghai Saike Travel Technology Service Co., Ltd. on May 9, 2025 [7] - The primary regions for these events were Zhejiang Province (16.5%), Jiangsu Province (13.9%), and Liaoning Province (12.2%) [1] Investment Overview - A total of 40 investment events occurred from May 1 to the current week, with disclosed amounts in 38 events totaling 4.071 billion RMB [7] - The largest disclosed investment was over 1.3 billion RMB in Shanghai Saike Travel Technology Service Co., Ltd. on May 9, 2025 [7] - The investment landscape included various sectors, with significant activity in healthcare, technology, and consumer services [12][13] Merger and Acquisition Overview - There were 23 merger and acquisition events during the same period, with disclosed transaction amounts totaling 1.093 billion RMB [17] - A notable acquisition was by Ningde Times New Energy Technology Co., Ltd., which invested 400 million RMB in Jiangxi Shenghua New Materials Co., Ltd. on May 6, 2025 [17] - The M&A activities spanned multiple industries, including materials, manufacturing, and consumer services [18] Listing Overview - Three companies went public during this period, raising a total of 1.740 billion RMB [20] - The largest listing was by Junda Co., which raised 1.405 billion HKD on May 8, 2025, focusing on photovoltaic cell manufacturing [20][21] - The listings reflect a growing interest in sectors such as energy, manufacturing, and consumer services [20][21]
县城咖啡馆,挤满数字游民
投资界· 2025-05-10 07:48
Core Viewpoint - The article discusses the shift of digital nomads returning to their hometowns due to rising living costs in popular locations like Dali, highlighting a trend of "geographical arbitrage" where individuals earn in high-cost cities while living in more affordable areas [3][6][11]. Group 1: Digital Nomads' Transition - Digital nomads once sought freedom in exotic locations but are now realizing that their hometowns offer better cost-effectiveness and quality of life [6][9]. - The narrative has shifted from "freedom and adventure" to "sustainable living" as many return to their roots, finding that local cafes and amenities have improved significantly [9][15]. - The concept of "digital nomad" is evolving into "super individuals" who focus on maximizing their input-output ratio in their work-life balance [15][24]. Group 2: Economic Realities - The article emphasizes that being a digital nomad is often a privilege, with many facing financial instability and anxiety, leading to the realization that only the financially secure can truly enjoy the nomadic lifestyle [21][23]. - The influx of digital nomads into places like Dali has led to increased living costs, making it less appealing for those without substantial income [17][23]. - The return to hometowns is seen as a more sustainable option, allowing individuals to maintain a better work-life balance while reducing living expenses [24][29]. Group 3: Social Dynamics - The article highlights the changing social dynamics in hometowns, where returning individuals may feel like outsiders due to their prolonged absence [14][24]. - There is a perceived hierarchy in local job markets, where freelance work is often viewed less favorably compared to traditional employment [27]. - The need for mental resilience is emphasized, as returning individuals must navigate societal expectations and redefine their self-worth in a familiar yet changed environment [27][29].