Core Viewpoint - Lenovo Capital is a steadfast supporter and important participant in China's technological innovation, showcasing its investment achievements and commitment to the AI sector over the past decade [4]. Group 1: Investment Achievements - Lenovo Capital has invested in over 280 technology companies in its 9 years of operation, with 20 of these companies successfully going public and over 50 unicorns cultivated in various niche sectors [4]. - Since 2016, Lenovo Capital has captured three out of five companies with a market value exceeding 300 billion in the A-share market, including Cambricon, CATL, and Haiguang Information [4]. - Lenovo Capital was one of the few institutions to invest in both Moer and Muxi, which were accepted for IPO on the Sci-Tech Innovation Board on June 30 this year [4]. Group 2: Focus on Robotics and Intelligent Systems - Lenovo Capital has been deeply involved in the machine intelligence sector for over ten years, investing in more than 50 related companies and witnessing the entire process from core component development to breakthroughs in embodied intelligent systems [6]. - Cloudwalk Technology, a company invested by Lenovo Capital, is on track to become the first publicly listed company in the robotics service sector, ranking first globally in the number of service terminals [6]. Group 3: Investment Strategy and Market Insights - Lenovo Capital adopts a CVC 2.0 model, leveraging Lenovo's brand influence, extensive channel network, and efficient supply chain to create a robust business cooperation bridge between its portfolio companies and the Lenovo Group [4]. - The company emphasizes a proactive investment strategy in early-stage technology sectors, willing to take on greater risks in areas with long-term value potential [11]. - In the field of embodied intelligence, Lenovo Capital believes it is a groundbreaking industry with diverse opportunities, leading to a varied investment approach across different teams and sectors [11][9]. Group 4: Market Trends and Competition - The influx of various enterprises into the embodied intelligence sector is viewed positively, as it indicates recognition of the sector's value and potential across different industries [13]. - While acknowledging the existence of market bubbles, Lenovo Capital emphasizes that the definition of "bubble" can vary, and the market's future commercial and social value will ultimately determine the sustainability of valuations [17].
对话联想创投王光熙：产业方入局有助于具身产业发展，愿在有长期价值的赛道布局激进一些
IPO早知道·2025-07-23 04:44