中国优质资产投资潜力大 PE/VC看好AI、生物医药等赛道

Group 1 - The 2025 China Venture Capital Association (CVCA) annual meeting focused on the challenges and opportunities in the private equity (PE) and venture capital (VC) sectors, emphasizing the need for strategies to navigate the complex market environment [1] - Experts at the forum believe that with policy optimization, the private equity investment industry is moving towards high-quality development, with significant investment potential in quality assets in China [1] - Private equity firms are particularly optimistic about emerging industries aligned with new productive forces, such as artificial intelligence (AI) and biomedicine, which are currently undervalued and present substantial investment opportunities [1][2] Group 2 - The valuation of AI companies in China has been steadily increasing, yet remains relatively low compared to their U.S. counterparts, indicating significant upside potential in the market [2] - The lack of sufficient market-oriented risk capital is a major barrier to the growth of high-investment technology sectors, which could hinder research and development efficiency [3] - The biomedicine sector is currently undervalued, providing a favorable investment window for private equity firms, especially for innovative drug companies that require ongoing funding [3] Group 3 - Despite high enthusiasm for investing in quality assets, private equity firms face challenges in fundraising and exit strategies, leading to a growing trend of using mergers and acquisitions (M&A) as a primary exit strategy [4] - Private equity funds are increasingly participating in the M&A market, driven by favorable policy support and the need for industry consolidation [4][5] - The core objective of private equity funds in M&A is to enhance the competitiveness of portfolio companies, facilitating their transition from "good to great" through strategic planning and operational optimization [5]