Core Viewpoint - IFBH Limited, known for its coconut water brand "if," successfully listed on the Hong Kong Stock Exchange with a significant opening increase of nearly 58%, reaching a market capitalization close to 12 billion HKD [1][2]. Company Overview - The founder of IFBH, Pongsak Pongsak, is from a prominent Thai business family and has a strong educational background in business management from the United States [4][5]. - Pongsak established General Beverage in 2011, focusing on beverage manufacturing and distribution, which later led to the creation of the "if" brand in 2013 [5][7]. - The company invested 160 million USD in advanced technology to address the oxidation issue of coconut water, establishing a production line in Thailand [7]. Market Performance - IF has dominated the coconut water market in Hong Kong and mainland China, achieving a market share of approximately 60% in Hong Kong and 34% in mainland China by 2024 [8][13]. - The company reported revenues of 87.44 million USD in 2022, projected to grow to 157.65 million USD in 2024, reflecting an 80.3% year-on-year growth [10][15]. Revenue Breakdown - The majority of IF's revenue comes from mainland China, accounting for 145.66 million USD (92.4%) in 2024, up from 91.4% in 2023 [13][15]. - The product portfolio includes natural coconut water, other beverages, and plant-based snacks [11]. Competitive Landscape - The rise of coconut water in China was significantly influenced by the popularity of products like Luckin Coffee's "Coconut Latte," which helped elevate coconut water's market status [16]. - IF faces increasing competition from local brands that are launching new coconut water products, intensifying market rivalry [18]. IPO Context - The IPO of IFBH is part of a broader trend of active listings on the Hong Kong Stock Exchange, with multiple companies, including Yunzhisheng and Taide Pharmaceutical, also going public [20][22]. - The Hong Kong market is experiencing a resurgence in IPO activity, with over 40 companies expected to list in the first half of the year, indicating a favorable environment for new listings [22][24].

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Core Viewpoint - The article discusses the evolving landscape of higher education in China, particularly focusing on the emergence of private research-oriented universities like Ningbo Oriental Institute of Technology, and the implications of rising tuition fees and declining birth rates on enrollment and the value of degrees [3][5][18]. Group 1: Overview of Ningbo Oriental Institute of Technology - Ningbo Oriental Institute of Technology is a new research-oriented university established in June 2020, supported by local and national funding, and has attracted notable faculty and research funding [3][5]. - The university's tuition fee is set at 96,000 yuan per student per year, which is considered high compared to other prestigious institutions, but it offers a scholarship that effectively allows the first cohort of undergraduate students to attend for free [5][7]. - The pricing strategy reflects a blend of educational quality and commercial acumen, aiming to attract students while leaving room for future tuition increases [6][7]. Group 2: Trends in Private Higher Education - The article notes that several private universities have ceased enrollment over the past decade due to various challenges, including financial difficulties and regulatory issues, while public universities have faced fewer closures [10][12]. - The funding model for public universities relies heavily on government allocations, while private institutions depend on tuition fees, making them more susceptible to market fluctuations, particularly employment rates and birth rates [12][18]. Group 3: Demographic Changes and Their Impact - China's higher education enrollment has increased from 7.3 million in 2015 to an expected 10.68 million in 2024, driven by a population that saw annual births between 20 million and 15 million during that period [14]. - However, a significant decline in birth rates began in 2019, with the number of newborns dropping below 15 million, leading to projections that by 2040, the number of students entering higher education could fall to between 5 million and 6 million [14][15]. - This demographic shift is expected to create a surplus of higher education capacity, potentially leading to a reduction in the number of institutions or enrollment numbers across various programs [16][18]. Group 4: The Changing Value of Degrees - The article argues that the value of higher education degrees has shifted from being a scarce resource to a commodity, resulting in a "seller's market" for degrees, which could exacerbate issues of oversupply in the job market [18][19]. - As the number of degrees increases, the distinction between degrees from top-tier universities and those from lesser-known institutions may diminish, impacting the perceived value of all degrees [19]. - To navigate this changing landscape, institutions like Ningbo Oriental Institute of Technology are adopting strategies to establish their brand and attract quality students, recognizing the need for differentiation in a crowded market [19][20].

Core Viewpoint - The article discusses the strategic investment by Zhong Shanshan in Jinbo Biotechnology, a company specializing in recombinant collagen products, highlighting the potential for growth in the medical beauty industry and the collaboration's expected synergies [2][4][6]. Group 1: Investment Details - Jinbo Biotechnology announced a strategic investment from Yangshengtang, with a total transaction amount reaching 3.4 billion yuan [1][4]. - The company plans to issue up to 717.57 million shares, accounting for 6.24% of its pre-issue total share capital, aiming to raise no more than 2 billion yuan, which would be the largest cash capital increase in the history of the Beijing Stock Exchange [4]. - Yang Xia, the founder of Jinbo Biotechnology, transferred 575.33 million shares to Hangzhou Jiushi at a price of 243.84 yuan per share, totaling 1.403 billion yuan [4][7]. Group 2: Company Background - Jinbo Biotechnology, founded by Yang Xia, focuses on recombinant human collagen products and has achieved a market value of 40 billion yuan [2][12]. - The company’s main products include various terminal medical devices and functional skincare products based on type A recombinant human collagen [12][14]. - Jinbo Biotechnology's core product, the injectable recombinant type III human collagen, has been widely adopted, with over 2 million applications across approximately 4,000 medical institutions [12][14]. Group 3: Market Dynamics - The medical beauty industry is characterized by high profitability, with Jinbo Biotechnology reporting a revenue of 1.443 billion yuan in 2024, a year-on-year increase of 84.92%, and a net profit of 732 million yuan, up over 140% [14]. - The gross margin of Jinbo Biotechnology reached 92%, surpassing that of leading companies like Kweichow Moutai [14]. - The article notes that the demand for recombinant collagen is growing, with significant consumer interest reflected in social media discussions and product popularity [17][19]. Group 4: Future Prospects - The collaboration between Jinbo Biotechnology and Yangshengtang is expected to enhance product development, industrial production, and market strategy, aiming to create a large-scale industrial production system [6][12]. - The investment is seen as a strategic move to strengthen Jinbo Biotechnology's position in a competitive market, where it currently faces challenges due to its smaller size and limited financial resources [6][12].

以下文章来源于每日人物 ，作者每人作者 每日人物 . 轻商业，懂生活。 再也不怕裁员了。 文 | 王潇 编辑 | 张轻松 运营 | 泡芙 来源 | 每日人物 (ID: meirirenwu) 金融人正在涌向体制内。尤其是帮助企业上市的投行部门，曾经几乎是金字塔顶尖的工 作：和企业高管一起敲钟，见证财富神话，同时迎来个人的财富自由。这个离钱最近的 地方，曾吸引了大批学霸和野心家，如今他们也开始求上岸。 有在投行工作将近10年的人回望过去，仿佛是在坐过山车，前几年在慢慢爬坡，在2 0 2 0 年前后达到了顶峰，在顶峰缓了几年后，紧接着从2023年开始，直接断崖式俯冲。伴随 着收入腰斩和持续的裁员焦虑，车上的人只能迷茫又焦急地寻找一片安全网。 而 那 些 不 断 寻 找 安 全 网 的 投 行 人 发 现 ， 考 公 从 最 初 退 而 求 其 次 的 选 择 ， 慢 慢 变 成 了 底 线，如今直接变成了一些人"最好"的选择。 金融从业者上岸潮 今年三月，公务员面试结果公布，在投行工作了快1 0年的吴昊兴考公落榜了，他在心里 叹了口气，"自救的路又堵死了一条"。 查看面试成绩那天，吴昊兴很紧张。紧张是一种很笼统的 ...

「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（6月21日-6月27日）LP动态共36起。 LP 国资LP也发债募资了 近日，2 0 2 5年北京市第六批政府债券信息披露文件公布。值得注意的是，其中，2 0 2 5年北 京市政府专项债券（三十五期）募集资金用于"北京市政府投资引导基金"。 也 就 是 说 ， 北 京 市 政 府 投 资 引 导 基 金 也 要 发 债 募 资 了 。 据 悉 ， 该 债 券 拟 发 行 金 额 为 1 0 0 亿 元，期限1 0年。 LP 2 5亿，苏州成立人才基金 投资界-解码LP获悉，近日，苏州人才壹号创业投资合伙企业（有限合伙）正式成立，出资 额2 5 . 0 1亿元。 新基金目标明确——人才，助力高层次人才为产业集群建设和地方经济发展添力。今年，苏 州定下3年时间新增各类人才1 0 0万人的目标，如今苏州国资拿出真金白银，抢人步伐愈发 快了。这样一幕，正是全国各地抢人才、拼产业的一缕缩影。 LP 1 0亿，香港成立抢人基金 近日，香港高才创业投资基金成立典礼暨科技金融论坛在香港 ...

这家公司做了什么？目前几乎一无所知。 成立不到半年，没有产品，也没有披露具体技 术方向，却缔造了史上最大种子轮融资。 AI融资到底有多疯狂？ 投资界获悉，AI初创公司Th i n k i ng Ma c h i n e s La b完成2 0亿美元种子轮融资，估值为10 0 亿美元（约合人民币7 17亿元），由a 1 6 z领投。 估值700亿。 作者 I 王露 报道 I 投资界PEdaily 投资即投人。由此望去，AI竞赛全面进入"抢人"时代。 她带队 " 我 们 是 最 广 泛 使 用 的 AI 产 品 背 后 的 科 学 家 、 工 程 师 和 构 建 者 。 "Th i n ki n g Ma c h i ne s La b官网极其简洁，自称是一家人工智能研究和产品公司，旨在使人工智能系统得到更广 泛地理解、可定制化，并具备通用能力。 真正吸引投资人蜂拥而至的，是创始人"Ch a tGPT之母"米拉·穆拉蒂和她召集的一支豪华 团队——来自Ope nAI的核心班底， 其中就包括国内熟识来自西安的女学霸、北大校友翁 荔。 缔造史上最大种子轮 先来看这笔最新融资。 据 《 金 融 时 报 》 披 露 ， T ...

以下文章来源于浪潮工作室 ，作者浪潮工作室 浪潮工作室 . 网易旗下栏目，给你另一种看世界的角度和态度 搞钱成为本能。 撰文 | Emeria 审核编辑 | 小 羊 图片编辑 | 啃 啃 内容编辑 | 懒羊羊 来源 | 浪潮工作室 (ID: WelleStudio163 ) 本文授权转载自浪潮工作室（ID：WelleStudio163），未经授权禁止转载 又一年毕业季，高考志愿填报也即将拉开帷幕，人生抉择的重大关头，选哪座城市才能 赢在起跑线上？ 当别人还在纠结"北上广深"时，聪明人已经盯上了新的搞钱圣地——杭州。 无论你是耕耘多年的老牛马、刚出栏的大学生又或是高考完的预备役，杭州都在用真金 白银向你证明：在这里，搞钱不是选择，而是本能。 你在杭州看风景，钱正在看你 一个被大家忽略的事实是，近些年其实有相当多的淘金者捷足先登来到了杭州，并且留 在了杭州。 2 0 24年，杭州的常住人口已经突破1 2 6 2万人，相当于伦敦人口的1 . 2 8倍，作为超大城市 的它，依然连续1 0年实现了常住人口的两位数增长，在智联招聘发布的2 0 2 4年中国最具 人才吸引力城市榜单上位列第五，仅次于北上广深。 到底什么样的 ...

以下文章来源于远川科技评论 ，作者何律衡 远川科技评论 . 刻画这个时代（的前沿科技） CREE成立于1987年，早在1 9 9 3年就上市，但在巨人林立的半导体从产业长期缺乏存在 感。随着Mode l 3的上市交付，产业界惊讶地发现，这家年收入不到4亿美元的小公司牢 牢掐住了新能源车的命脉——碳化硅。 同一时期，研究机构Mu n r o&Ass oc i a t e s发布Mo d e l 3拆解报告，第一次揭开了碳化硅的 庐山真面目。 在Mode l 3的动力输出核心部件逆变器中，特斯拉把传统的硅材料换成了碳化硅，总重 量仅为4.8 kg，不到竞品的一半（日产聆风为11 . 1 5 k g）[ 1]，耐高压、低损耗，困扰业界 的诸多难题一次性解决。 但在当时，全世界6 0%的碳化硅晶圆产能都掌握在CREE手里，下游的半导体公司只能 排队找CREE预订产能。 正所谓酒壮怂人胆，CREE一不做二不休，卖光了跟半导体无关的所有业务，并更名为 Wolfs pe e d，决定All i n碳化硅。但转型之路难言顺利，好消息是短短三年股价就挪动了 两个小数点，坏消息是往左挪动的——从130美元到1.3美元。 事实证明 ...

这要从一笔收购案说起——6月24日，中国金融租赁发布公告显示，蔡文胜旗下投资平台 Lon g li ng Ca pit a l以4 6 0 8万港元收购该公司3 4 .9 6%股权。印象中，这是蔡文胜近年 为数 不多的 公开出手。 随后一幕上演：中国金融租赁股价连续大涨，继昨日收盘大涨2 29%后，今日盘初再涨超 5 0%。粗算下来，从预告并购事宜后，这家公司经过6月12日、25日、2 6日三个交易日股 价从0 .1 4 9港元飙升至今约1.9港元，涨幅超10倍。 回看互联网时代，蔡文胜曾是天使投资代表人物，他凭借美图缔造一个超级回报。如今重 出 江 湖 ， 雄 心 犹 在 。 不 久 前 ， 蔡 文 胜 以 约 6. 5 亿 港 元 买 入 香 港 天 后 全 幢 商 厦 ， 组 建 一 个 AI-We b3创业中心。 蔡文胜，买了一家上市公司 三天暴涨10倍 一纸公告揭开更多细节。 具体来看，林树松和首都创投附属出售中国金融租赁合共约 1. 2 1 亿股持股，每股作价 0 . 38 港元，较停牌前溢价约 13 . 43% ，总代价约 46 0 7. 9 9 万港元。 活跃于香港。 作者 I 余梦莹 杨文静 ...