Core Viewpoint - The era of a technology-driven nation and a golden age for venture capital investment has arrived, as stated by Gao Hongliang, General Manager of the Smart Internet Industry Fund, during the Shenzhen Global Investment Conference [1][3]. Group 1: Industry Insights - The 14th Five-Year Plan emphasizes the comprehensive implementation of the "Artificial Intelligence +" initiative, which aims to empower various industries and accelerate the construction of a modern industrial system centered on advanced manufacturing [3]. - Strategic emerging industries such as new energy, new materials, aerospace, and low-altitude economy are prioritized, along with future industries like quantum technology, biomanufacturing, hydrogen energy, and brain-computer interfaces [3]. - Gao identifies seven key investment hotspots, including commercial aerospace, low-altitude economy, robotics, and deep-sea exploration, categorized under "AI + horizontal and vertical" frameworks [3]. Group 2: Financial Strategies - There is a call for increased support for technology innovation bonds ("chip funds") similar to past support for urban investment bonds and housing loans, with a focus on creating industry mother funds [4]. - The proposed "chip fund" should have a longer duration of at least 15 years to better support the growth of technology enterprises, contrasting with the current average lifespan of venture capital funds at 8 years [4]. - National and provincial-level AI and semiconductor groups are suggested to convert fund assets into equity assets, enhancing the technological capabilities of national capital [4]. Group 3: Economic Dynamics - The rapid advancement of productivity has fundamentally changed the supply-demand balance, leading to a scenario where supply exceeds demand, particularly with the integration of AI and robotics into production [5]. - A new distribution relationship is proposed, focusing on protecting consumer groups through labor laws and tax policies, ensuring that "workers" have regulated working hours while "consumers" have guaranteed livelihoods [5]. Group 4: Conference Outcomes - The Shenzhen Global Investment Conference featured over 1,000 enterprises and institutions from more than 30 countries, resulting in the signing of over 340 projects with an investment amount exceeding 770 billion yuan [6].
智慧互联总经理高宏亮:科技强国和创业投资的黄金时代已经到来