SIASUN(SZ:300024) Sou Hu Cai Jing·2025-10-11 02:41Core Viewpoint - Shenzhen Nanshan District is making significant investments in AI and embodied robotics, launching a new "AI Fund Group" with a total scale of 3 billion yuan to support the development of the AI industry and accelerate the commercialization of technological achievements [1][5]. Fund Structure - The "AI Fund Group" consists of three funds: - The Shenzhen Artificial Intelligence and Embodied Robotics Fund, led by Shenzhen Capital Group, focuses on a wide range of fields and investment stages [3]. - The Lihua Fund emphasizes early-stage projects, leveraging its strengths in this area [3]. - The Shou Cheng Fund targets growth-stage companies, primarily focusing on Series B and later stages [3][5]. Investment Focus - The Shenzhen Artificial Intelligence and Embodied Robotics Fund has a scale of 2 billion yuan, targeting investments in the foundational, technical, and application layers of AI and embodied robotics [5]. - The Lihua Fund aims for a target scale of 500 million yuan, linking national universities and research institutions to support the commercialization of AI projects [5]. - The Shou Cheng Fund, also with a scale of 500 million yuan, focuses on AI, robotics, and intelligent manufacturing, marking a collaboration between state-owned assets from Beijing and Shenzhen [5]. Ecosystem Development - The Shenzhen Moli Ying AI Ecological Community serves as a key platform for fund investments and enterprise incubation, fostering a concentrated environment for AI industry development [4][6]. - Since its establishment, Moli Ying has attracted over 500 companies, with 102 successfully settled, indicating a growing AI industry cluster [6]. Policy Support - The Nanshan District has introduced a "six ones" policy to provide comprehensive support for startups, including housing, workspace, and financial assistance [6][7]. - The local government is actively reducing the cost of living and entrepreneurship for young entrepreneurs, attracting talent from outside Shenzhen [7]. Comparison with Other Regions - Moli Ying emphasizes the application ecosystem of AI, contrasting with Shanghai's focus on model research, showcasing Nanshan's advantages in AI application implementation [8]. - The "X-Day" event has facilitated connections between projects and over 2,000 investment institutions, demonstrating a successful integration of policy, capital, and projects [8].