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王东升,又一个超级IPO
投资界· 2025-06-02 07:25
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 来自北京。 作者 I 刘博 报道 I 投资界-天天IPO 又见王东升。 投资界-天天IPO消息,北京奕斯伟计算技术股份有限公司(下称"奕斯伟计算")正式向港交所递交招 股书,有望成为"RISC-V第一股"。 乍一听起,奕斯伟计算也许有些陌生,但背后掌门人却在业内大名鼎鼎——王东升,"中国半导体显示 产业之父"。2019年,他从京东方功成身退,转身选择二次创业,受邀加盟北京奕斯伟科技。随后致力 于RISC-V计算架构自主研发的奕斯伟计算,也在北京应运而生。 以下文章来源于天天IPO ,作者刘博 随后,京东方仅用一年时间就扭亏为盈,度过了最艰难的创业期。在王东升的带领下,京东方成为名副 其实的全球霸主,显示屏总体出货量保持连续三年全球前列,最新市值超过140 0亿元。 2019年6月,62岁的王东升卸任京东方董事长一职,但他并没有选择颐养天年,而是应邀加盟北京奕斯 伟科技有限公司,决定全身心投入至"芯"事业。202 0年2月,北京奕斯伟科技集团(下称奕斯伟集团) 重组创立,王东升也被选举出任董事长一职。 在一次公开论坛上,王 ...
无人再谈AI六小龙
投资界· 2025-06-02 07:25
以下文章来源于字母榜 ,作者马舒叶 字母榜 . 让未来不止于大 作者 | 马舒叶 来源 | 字母榜 (ID: wujicaijing) 2025年行将过半,之前还热闹非凡的AI六小龙,几乎从舆论场中消失:再没有人特意提起这个称号。 De e pSe e k的冲击只是一方面。更重要的是,原本被冠以六小龙称号的队伍中,已经有人明显掉队:零一万物将超大模型交给了阿里训 练,明确不再追逐AGI,放弃预训练转向应用。"大家都看得很清楚,只有大厂能够烧超大模型。"李开复在接受《智能涌现》的采访 时这样表示。 百川智能则专注医疗垂类赛道,在字节、阿里、腾讯等大厂争相上新基础模型时,其创始人王小川曾提出百川智能的底层模型将对标 Op e nAI,但如今其基础大模型进入了静默期,不再更新。 剩下的智谱AI、Mi niMa x、月之暗面和阶跃星辰,也失去了如一条过江龙般,足以挑战乃至对抗大厂的资本和技术底气。曾经的AI六 小龙,已经在新一轮大模型竞赛中滑落成了新的"AI四小强"。 它们一面成了固守AI创业赛道的最后一道屏障,一面又试图像打不死的小强般,在De e pSe e k掀起的新一轮大模型竞赛中,重新找到自 己的定位和出路 ...
70亿,顶流口红被卖了
投资界· 2025-06-01 07:24
Core Viewpoint - The acquisition of beauty brand Rhode by e.l.f. Beauty for $1 billion highlights the current trend of active mergers and acquisitions in the global consumer sector, showcasing the potential for rapid growth and market disruption by emerging brands [1][3][5]. Group 1: Acquisition Details - e.l.f. Beauty will acquire Rhode for $600 million in cash and $200 million in newly issued common stock, with an additional potential payment of $200 million based on the brand's growth over the next three years [5]. - This acquisition marks e.l.f. Beauty's largest deal to date, with Rhode's founder, Hailey Bieber, taking on the role of Chief Creative Officer and Innovation Lead [5][7]. Group 2: Rhode's Market Performance - Rhode, founded just three years ago, achieved annual net sales of over $212 million, driven by a successful product launch that included a viral lip balm and a lip balm phone case [1][15]. - The brand's marketing strategy has proven effective, with a significant social media presence, including 1.5 million followers on TikTok and over 67 million views on related topics on Xiaohongshu [14][15]. Group 3: Industry Trends - The consumer sector is experiencing a wave of mergers and acquisitions, with notable transactions such as Skechers being acquired for approximately $9.4 billion and Prada's acquisition of Versace for $1.375 billion [17]. - The consumer industry is characterized by stable cash flows, making it attractive for investment, especially during economic fluctuations, as companies seek to acquire quality assets [18].
VC内部变了
投资界· 2025-06-01 07:24
关关关关关注注注注注投投投投投资资资资资界界界界界视视视视视频频频频频号号号号号 做做做做做创创创创创投投投投投圈圈圈圈圈最最最最最靓靓靓靓靓的的的的的仔仔仔仔仔 ...
第一批00后财富自由
投资界· 2025-06-01 07:24
Core Viewpoint - The article discusses the unique entrepreneurial spirit and mindset of the post-2000 generation in Shenzhen, highlighting their proactive approach to career and financial independence, contrasting them with their peers in other major cities in China [3][4][10]. Group 1: Entrepreneurial Mindset - Shenzhen's post-2000 generation is characterized by an early maturity and a strong entrepreneurial drive, often starting their own ventures while still in school [3][5]. - They possess an investment mindset, evaluating job opportunities not just for income but for networking and skill development, leading to rational career choices [4][10]. - The local culture encourages young people to view failures as learning experiences, fostering resilience and adaptability in their entrepreneurial journeys [12][19]. Group 2: Skills and Education - Young people in Shenzhen are exposed to technology and entrepreneurial skills from a young age, often engaging in activities like programming and digital content creation [7][10]. - The presence of "maker spaces" allows children to learn practical skills, preparing them for future careers in technology and entrepreneurship [7][10]. - Parents in Shenzhen prioritize practical skills over traditional education, guiding their children towards lucrative opportunities in the tech and entrepreneurial sectors [15][16]. Group 3: Work Ethic and Financial Goals - The post-2000 generation in Shenzhen is known for their strong work ethic, often juggling multiple jobs to save for future entrepreneurial endeavors [19][22]. - They are not driven by materialism but rather by the desire to build and grow their businesses, demonstrating a clear vision for their financial futures [19][22]. - The culture in Shenzhen promotes open discussions about money and business opportunities, contrasting with more conservative attitudes in other cities [16][19].
东北兄弟,要IPO敲钟了
投资界· 2025-05-31 06:50
Core Viewpoint - The article discusses the upcoming IPO of Lin Qingxuan, a high-end domestic skincare brand in China, which aims to become the first of its kind listed on the Hong Kong Stock Exchange, amidst a wave of consumer companies seeking to go public in Hong Kong [2][15]. Company Overview - Lin Qingxuan was founded by Sun Laichun, who has a background in both literature and pharmaceuticals, and the brand name originates from his pen name [4]. - The company has developed a strong presence with 506 retail stores across China and has sold over 30 million bottles of its signature camellia oil [2][7]. - Lin Qingxuan's product line includes 188 SKUs, covering a full range of skincare products priced between 200 to 800 RMB [9]. Financial Performance - The company reported revenues of 691.15 million RMB in 2022, projected to grow to 1.21 billion RMB by 2024, reflecting a compound annual growth rate (CAGR) of 32.5% [10][11]. - Gross profits for the same period are expected to rise from 539.08 million RMB in 2022 to 997.66 million RMB in 2024 [11]. - The adjusted net profit is projected to shift from a loss of 3.66 million RMB in 2022 to a profit of 200 million RMB in 2024 [10][11]. Market Position - Lin Qingxuan is ranked first among domestic high-end skincare brands in China by retail revenue and is the only domestic brand among the top 15 high-end skincare brands, which includes international competitors [9][10]. - The brand has successfully positioned itself in the market by focusing on independent development of core ingredients and technologies related to skincare [10]. Recent Developments - The company has embraced a dual-channel sales strategy, integrating online and offline sales, and has become a pioneer in live-streaming sales in the beauty sector [10][12]. - Lin Qingxuan has recently completed multiple rounds of financing, with significant investments from firms like SIG and others, marking a shift in its approach to capital [12][14]. Industry Context - The article highlights a surge in consumer companies seeking IPOs in Hong Kong, with notable examples including brands like Mixue Ice City and Pop Mart, which have seen significant market success [15][16]. - The changing sentiment towards Hong Kong as a viable market for IPOs is noted, with increased interest from investors and companies looking to capitalize on the global capital market [17][18].
LP圈发生了什么
投资界· 2025-05-31 06:50
Group 1 - Zhuhai Technology Industry Group Co., Ltd. was officially unveiled with a registered capital of 50 billion yuan, integrating major local state-owned enterprises to create a core platform for technological development in Zhuhai [2] - KKR announced the successful closing of its third phase of the KKR Innovation Fund, raising 1 billion USD, marking it as the largest AI-focused fund in Europe [3] - CATL announced its participation in the Fujian Times Zeyuan Equity Investment Fund, which has a total scale of 100 billion yuan, with CATL being a limited partner [4] Group 2 - China Chengtong Holdings Group led the establishment of the "Chengtong Science and Technology Innovation Fund" in Beijing, with a total scale of 300 billion yuan, focusing on early-stage technology companies [5] - L Catterton raised approximately 11 billion USD in its recent fundraising cycle, including flagship acquisition strategy funds and credit funds [6][7] - Guangdong Province launched a smart industry fund with a target scale of 100 billion yuan, focusing on government-guided and market-oriented operations [8] Group 3 - Bank of China established a 5 billion yuan AIC fund in Shenzhen, focusing on traditional industry upgrades and emerging industry development [9] - China Petroleum launched the largest hydrogen energy industry chain investment fund in China, with an initial scale of 5 billion yuan [10] - China National Building Material Group initiated a 50 billion yuan future science and technology innovation fund in Suzhou [11] Group 4 - Shenzhen Dongfang Fuhai Investment Management Co., Ltd. received approval to issue the first private venture capital technology innovation bond in the interbank market, raising 1.5 billion yuan [12] - Jiangsu Suzhou established an AI industry mother fund with a total scale of 6 billion yuan, focusing on key areas such as computing power and data [14] - Suzhou established a low-altitude economy industry mother fund with a capital of 2 billion yuan, aimed at promoting investment in the low-altitude economy [15] Group 5 - Ctrip announced the establishment of a 1 billion yuan tourism innovation fund to support breakthrough and innovative developments in the tourism sector [16] - Wuxi Jing Shui Hu Venture Capital completed the establishment of its first FOF fund, focusing on market-driven investment strategies [17] - Wuhan Investment Control Group and partners established the Wu Chuang Jiang An Science and Technology Innovation Fund to enhance collaboration between Beijing and Hubei [18] Group 6 - Fudan University established a new engineering development fund with an initial capital of 120 million yuan to support various engineering disciplines [20] - Dongguan launched a 1 billion yuan AI industry mother fund, focusing on hardware manufacturing and core technology research [21] - Anhui Province established the Guoyao Seed Venture Capital Fund with a total scale of 500 million yuan, supporting early-stage enterprises in strategic emerging industries [22] Group 7 - Changjiang Industrial Investment Group launched the Changjiang Gongrong Science and Technology (Hubei) Equity Investment Fund with a planned scale of 10 billion yuan [23] - Jiangsu Province established a data industry fund with a total scale of 3 billion yuan, focusing on equity investment and private equity fund management [24] - Gree Financial Investment plans to establish an industry investment fund in Jinan, focusing on low-altitude economy and new productivity fields [25][26] Group 8 - Huachuang Yuxin announced the establishment of the Guizhou Internet of Things Industry Fund with a scale of 400 million yuan, focusing on market applications in the new IoT ecosystem [27] - Wenzhou City is inviting GP applications for its key industry development fund to accelerate investment in strategic emerging industries [28] - Changde introduced a management method for its science and technology innovation guiding fund, focusing on early-stage technology enterprises [29] Group 9 - Taizhou Jin Kong announced the selection of management institutions for two strategic emerging industry mother funds [30] - Linfen City is seeking fund management institutions for its technology innovation equity investment fund to enhance the local innovation ecosystem [31] - Guangzhou Liwan District revised its industry investment fund management measures, targeting a scale of 1 billion yuan [33] Group 10 - Hubei Province announced plans to establish three 1 billion yuan seed funds to support innovation and entrepreneurship among university students [34] - Beijing's Economic and Information Bureau issued an action plan to encourage foreign investment institutions to establish industry investment funds in the city [35]
曾毓群,又募资100亿
投资界· 2025-05-30 07:46
以下文章来源于解码LP ,作者吴琼 解码LP . 投资界(PEdaily.cn)旗下,专注募资动态 欢迎加入投资界读者群 落地厦门。 作者 I 吴琼 报道 I 投资界-解码LP 投资界-解码LP获悉,近日,宁德时代发布公告,宣布其参与投资产业投资基金——福建 时代泽远股权投资基金合伙企业(有限合伙)的最新进展。值得一提的是,该基金股东 阵营再度扩容。至此,基金总规模达1 00亿元。 穿 透 下 来 看 , 该 基 金 不 仅 由 宁 德 时 代 出 资 做 LP , 背 后 管 理 人 更 是 宁 德 时 代 旗 下 投 资 机 构。换言之,一家宁德时代系新基金募集了100亿。 这一边,宁德时代登陆港股;那一边,一幅超级投资版图缓缓展开。 100亿基金,宁德时代浮现 国资云集 事实上,该基金筹备已久。 时间回到去年9月,宁德时代宣布与厦门溥泉私募基金管理合伙企业(有限合伙)、深圳 溥泉投资有限公司等合作方签署合伙协议,公司作为有限合伙人之一参与投资"福建时代 泽远碳中和股权投资基金合伙企业(有限合伙)"(拟设立)。其中,宁德时代认缴出资 金额为人民币7亿元,持有基金13 . 763 3%的认缴比例。 彼时,宁 ...
浙大系,正在排队IPO
投资界· 2025-05-30 07:46
Core Viewpoint - The article highlights the rise of the Zhejiang University (ZJU) entrepreneurial ecosystem, showcasing multiple companies founded by ZJU alumni that are preparing for IPOs, indicating a significant trend in innovation and entrepreneurship originating from this institution [1][6][10]. Group 1: ZJU Alumni and Their Companies - XianGong Intelligent recently submitted its IPO application to the Hong Kong Stock Exchange, with its founders being ZJU alumni who have previously won the RoboCup world championship [1][3]. - Qunhe Technology, another ZJU-founded company, is known for its home design software "Cool Home," which has a market share of 70% and is also pursuing an IPO [4][6]. - Other notable companies include Sikan Technology and Panxing Zhizhi, both led by ZJU graduates, further emphasizing the entrepreneurial spirit within the university [4][6]. Group 2: ZJU's Entrepreneurial Environment - ZJU is recognized as "China's university with the highest entrepreneurial rate," with a significant number of alumni managing or controlling over 327 listed companies and 33 unicorns as of April 2025 [6][10]. - The university's educational approach, particularly in the ZJU Zhuke College, encourages interdisciplinary studies, fostering innovation among students [10][11]. - The integration of research and industry at ZJU has led to successful collaborations with companies like Geely and Hikvision, enhancing the practical application of students' projects [11][12]. Group 3: Innovation and Market Impact - The article notes that ZJU alumni are making significant impacts across various sectors, including information technology, high-end manufacturing, and biomedicine, contributing to the university's reputation as a breeding ground for successful entrepreneurs [6][7]. - The city of Hangzhou, where ZJU is located, has been actively promoting innovation and entrepreneurship, with substantial financial support directed towards emerging industries [12][13]. - The rise of companies like DeepSeek and others in the robotics sector illustrates the university's role in redefining technological boundaries and contributing to China's technological advancement [10][12].