Pre独角兽企业：上海北京储备多，集成电路赛道最集聚|言叶知新

Core Insights - Pre-unicorns are crucial for optimizing regional industrial structures and enhancing urban technological innovation capabilities [1] - The "Pre-unicorn (2025)" report by CCID Consulting indicates that three major city clusters account for 90% of Pre-unicorn companies, which are distributed across 13 sectors including integrated circuits, biomanufacturing, autonomous driving, new energy, artificial intelligence, robotics, and commercial aerospace [1][2] Regional Distribution Characteristics - The report highlights a significant regional concentration of Pre-unicorns: 59 in the Yangtze River Delta, 17 in the Beijing-Tianjin-Hebei region (mainly in Beijing), and 14 in the Guangdong-Hong Kong-Macau Greater Bay Area (mainly in Shenzhen and Guangzhou) [2] - The top five provinces with the most Pre-unicorns are Jiangsu (21), Shanghai (18), Beijing (17), Zhejiang (15), and Guangdong (14) [2] - A total of 24 cities have Pre-unicorns, with Shanghai and Beijing leading, followed by Suzhou (8), Shenzhen (7), Guangzhou (6), and Nanjing (6) [2] Sector Distribution of Companies - The report emphasizes the high growth potential and hard technology focus of Pre-unicorns, with significant representation in integrated circuits (36 companies) and biomanufacturing (14 companies), together accounting for 50% of the total Pre-unicorns [6] - The total valuations for integrated circuits and biomanufacturing are approximately $24.89 billion and $9.87 billion, respectively, making up 49.56% of the total valuation of Pre-unicorns [6] Integrated Circuit Sector - In the integrated circuit sector, Shanghai has 11 companies, followed by Nanjing (4), with Suzhou, Shenzhen, Guangzhou, and Hangzhou each having 3 [7] - Shanghai's advantages include a complete industrial chain from chip design to high-end equipment, supported by national investment and financial center status [7] - Shenzhen offers rapid prototyping capabilities, while Suzhou and Nanjing leverage local and foreign enterprises for efficient collaboration in chip production [7] Biomanufacturing Sector - The biomanufacturing sector is led by Beijing and Shanghai, with rapid development in cities like Suzhou, Guangzhou, and Hangzhou, totaling 14 companies [8] - Shanghai has established a comprehensive biomanufacturing ecosystem, facilitating the growth of Pre-unicorns through full industry chain support [8] Other Sectors - The autonomous driving sector includes 9 companies spread across various cities, indicating a broad geographic distribution [8] - The new energy sector shows a trend of multiple cities participating, with 9 companies, including 3 in Suzhou and others in Beijing, Guangzhou, and several other cities [8]