15.5亿元产业基金成立，深创投加码AI与具身智能

Core Insights - Shenzhen is accelerating the development of strategic emerging industries through capital, exemplified by the establishment of a private equity investment fund focused on artificial intelligence (AI) and embodied robotics with a total investment of 1.55 billion RMB [1][2] - The fund's creation reflects Shenzhen's commitment to integrating capital with the industrial chain to promote large-scale application of AI technologies, thereby solidifying its leading position in the national "AI + Robotics" landscape [1][4] Investment Strategy - Shenzhen Capital Group (深创投) has been active in the innovation investment sector since its establishment in 1999, managing over 510 billion RMB in assets and investing in more than 1,700 companies [2] - The new fund signifies a strategic focus on AI and embodied robotics, with a clear investment logic that supports key component breakthroughs, midstream platform development, and downstream application scenarios [2][3] - Shenzhen Capital Group has invested in approximately 40 projects in the humanoid robotics sector, covering the entire industrial chain from core components to complete machines [2] Industry Growth - The AI industry in Shenzhen is projected to reach a scale of 368.5 billion RMB by 2024, with 2,887 typical enterprises, while the robotics industry is expected to exceed 200 billion RMB in total output value [4] - Shenzhen's strategic plans aim to cultivate over 10 enterprises with a valuation of 10 billion RMB or more by 2027, and to exceed 3,000 AI companies by 2026 [4] Application and Innovation - Companies in Shenzhen are demonstrating strong vitality in the application of AI and robotics, with notable innovations such as the "Tian Gong Xing Zhe" robot and the world's first 5G-A humanoid robot "Kua Fu" [5] - The capital market is also heating up, with 72 financing events in the robotics sector in 2024, indicating a robust early-stage investment trend [6] Policy and Capital Synergy - The establishment of the AI and embodied robotics fund is a result of the synergy between industry capital and policy direction, facilitating a closed-loop of "technological breakthroughs—industry landing—capital circulation" [6]