国企渝进 | 渝富控股集团：揭秘产业投资“链式密码”

Core Viewpoint - The development of new quality productivity is essential for promoting high-quality development, with state-owned enterprises playing a crucial role in this process, particularly in Chongqing as a strategic hub for western development [2]. Group 1: Investment Strategy - Chongqing Yufu Holding Group's investment strategy is centered around the "33618" modern manufacturing cluster system, focusing on proactive engagement rather than passive task acceptance [3]. - Since the 14th Five-Year Plan, Yufu has invested over 120 billion yuan in advanced manufacturing and strategic emerging industries, targeting more than 400 companies in the industrial chain [3]. - The core logic of Yufu's investments is to "invest heavily, invest in strong companies, and invest in chain leaders," aiming to enhance the entire industrial chain [3]. Group 2: Empowering Key Industries - Yufu's investment in the smart connected electric vehicle sector, particularly in the company Seres, exemplifies effective industry empowerment, with a total investment of 6.55 billion yuan [4]. - This "patient capital" has attracted over 13.7 billion yuan in social capital, demonstrating confidence in the market and supporting the entire development cycle of the enterprise [4]. - Seres has achieved a market value exceeding 200 billion yuan, becoming the second-largest car manufacturer in China and a benchmark for the electric vehicle industry in the western region [4]. Group 3: Electronics Manufacturing Cluster - In the new generation of electronic information manufacturing, Yufu has invested 26.3 billion yuan in the BOE project over a decade, leading to significant economic and industrial benefits [6]. - The B8 project has generated 16.2 billion yuan in investment returns, while the B12 project has attracted over 86 billion yuan in industrial chain investments, creating a complete high-end display industry cluster in Chongqing [6]. - Yufu's investments in semiconductor companies further strengthen Chongqing's industrial chain in this sector [6]. Group 4: Future-Oriented Investments - Yufu is focusing on future-oriented sectors, leading investments in aerospace and industrial software, aiming to establish a high-end equipment manufacturing base and a cloud operation headquarters in Chongqing [8]. - The company is also promoting key enterprises in advanced materials, solidifying Chongqing's industrial foundation in new energy and materials [8]. Group 5: Market-Oriented Mergers and Acquisitions - Yufu has effectively utilized investment mergers and acquisitions to strategically restructure existing assets, completing four significant investments in recent years [9]. - Notable actions include a 2.115 billion yuan investment to acquire a stake in Longxin General, aiding a local advanced manufacturing company in overcoming debt challenges [9]. - These "rescue-style mergers" not only revitalize existing assets but also enhance the integrity and resilience of local industrial chains [9]. Group 6: Comprehensive Industry Empowerment - Yufu's investment approach has evolved from simple financial investment to comprehensive industry empowerment, injecting development momentum into invested enterprises [10]. - The company leverages its financial resources to optimize financing structures and reduce costs, while also facilitating collaborations between upstream and downstream partners [10]. - Yufu's chain investment strategy exemplifies the role of state capital in shaping modern industrial systems, positioning Chongqing as a significant advanced manufacturing center [10].