Midea Group(SZ:000333) 投中网·2025-06-27 06:31Core Viewpoint - Midea Group is actively expanding its investment strategy by establishing a new industry investment fund focused on hard technology, in collaboration with Suzhou Xiandao Industrial Investment [3][6][8]. Group 1: Fund Establishment and Collaboration - Midea Group has launched the "Meike Zhizhen Fund" with a total investment of 310 million yuan, focusing on high-growth projects in the Yangtze River Delta region, particularly in robotics, smart manufacturing, and new energy vehicles [6][8]. - The fund's capital structure includes significant contributions from local state-owned enterprises, with Suzhou Xiandao Industrial Investment contributing 37.1% [6][8]. - Midea's long-standing partnership with Suzhou includes previous investments and projects, indicating a strong collaborative foundation [7][8]. Group 2: Investment Strategy and Historical Context - Midea Group has over 20 years of experience in equity investment, transitioning from traditional home appliances to smart hardware and various frontier sectors [10][11]. - The company has made 60 investments, with 47 companies receiving funding, and has successfully led 14 IPOs [11]. - Midea's investment strategy includes direct investments and participation as a limited partner (LP) in multiple funds, showcasing its robust financial capabilities with over 320 billion yuan in cash [13][14]. Group 3: Focus Areas in Investment - Key investment areas for Midea include robotics, new energy vehicles, and integrated circuits, with significant investments made in these sectors over the past few years [15][16][17]. - Midea has established joint ventures and made strategic acquisitions in the robotics sector, including partnerships with Yaskawa Electric and the acquisition of KUKA [15]. - In the new energy vehicle sector, Midea has invested in core component companies and established its own automotive parts company [17].