国资联手,上海落地一只前沿基金
投资界·2025-06-16 07:15

Core Viewpoint - The article highlights the increasing importance of data in the era of artificial intelligence (AI) and the strategic initiatives taken by Shanghai's state-owned enterprises to invest in the data industry, particularly through the establishment of the Shanghai Chuangzhi Shuchain Fund, which focuses on blockchain, data elements, and AI [1][2][5]. Group 1: Market Initiatives - The Shanghai Data Group was established in September 2022 as a state-owned enterprise focusing on data as its core business, and it is a key player in China's data element industry chain [2]. - The Shanghai Chuangzhi Shuchain Fund aims to invest in the upstream and downstream of the data industry chain, receiving support from the Shanghai government and is expected to complete its first closing by 2025 [1][2]. - The fund is part of a broader strategy by Guofang Innovation, which has been active in the technology sector since 2017, managing over 30 billion yuan in assets and focusing on the Yangtze River Delta region [12][13]. Group 2: Investment Strategy - Guofang Innovation has a unique model of collaborating with leading enterprises in the industry chain, which has resulted in a robust ecosystem and deep cooperation with over 20 industry leaders [13][14]. - The fund will focus on nurturing innovative companies in the data product application space and will invest in key technologies related to blockchain and data security [6][8]. - The investment strategy includes a focus on AI-driven companies and data lifecycle enterprises, emphasizing the importance of proprietary data for competitive advantage [5][8]. Group 3: Industry Trends - The article notes that data will be a decisive factor in AI competition, with companies needing to maintain exclusive and high-quality data to enhance their competitiveness [5][10]. - The emergence of generative AI technologies has sparked a new wave of innovation, with companies like DeepSeek leading the charge in AI capabilities [10]. - Guofang Innovation's investments are aimed at building a vibrant AI ecosystem in the Yangtze River Delta, with a focus on early-stage investments and collaboration with key players in the industry [9][16].