稳住“压舱石” 敢摘“未来星”——南通耐心资本何以拔节生长

Core Viewpoint - Nantong is committed to developing "patient capital" to support both traditional industries and emerging sectors, aiming for sustainable growth and innovation in its economy [2][10]. Group 1: Traditional Industries - Nantong's traditional industries, including shipbuilding, textiles, machinery, and chemicals, account for over 60% of the city's industrial output and profits, serving as the economic "ballast" [3][4]. - The city is focusing on upgrading these traditional sectors through industrial chain integration, mergers and acquisitions, and the application of AI technologies to enhance competitiveness and drive transformation towards high-end, intelligent, and green manufacturing [4][6]. Group 2: Investment and Capital Strategy - Nantong's financial ecosystem has seen the establishment of over 40 funds with a total scale exceeding 500 billion yuan, including 13 funds in high-end equipment and future industries totaling 173 billion yuan [2][9]. - The introduction of "Fund Policy 2.0" emphasizes high government investment ratios, profit-sharing, flexible reinvestment recognition, and market-oriented error tolerance mechanisms, encouraging capital to engage deeply with enterprises [9][10]. Group 3: Emerging Industries - Nantong is actively investing in early-stage projects in sectors like aerospace and satellite internet, demonstrating a willingness to support innovative ventures despite inherent risks [7][8]. - The city has implemented a "拨改投+股权联动" model, combining government funding with policy support to alleviate financing challenges for startups, exemplified by the case of Rui Lai New Energy, which received significant investment to support its growth [8][9]. Group 4: Collaborative Ecosystem - The synergy between capital and policy has been evident, as seen in the acquisition of Hengsuo Huawai by Huahai Chengke, which was facilitated by prior investments from Nantong's capital [5][9]. - Nantong's geographical advantages, such as its proximity to Shanghai and its coastal location, provide a strong foundation for industrial development and attract long-term investments in heavy assets and projects with extended timelines [10].