5家被投冲击港股，博世创投迎来第一波上市潮，孙晓光揭秘投资密码和AI布局

Core Insights - The article discusses the optimistic outlook of Bosch Ventures in the Chinese market, particularly in the fields of AI, advanced manufacturing, and automation, predicting significant developments by 2025 [5][17]. Investment Performance - Bosch Ventures has invested in seven companies in China from 2018 to 2021, with five of them currently preparing for IPOs, indicating a successful investment strategy [3][9]. - The companies that Bosch Ventures invested in share common traits, such as unique and leading core technologies, strong execution capabilities, and experienced founding teams [9][10]. Market Trends - There is a growing recognition of Chinese innovation in international capital markets, with a shift in perception regarding the investment potential in China [5][6]. - The electric vehicle industry in China is highlighted as a clear example of a thriving sector, with significant advancements in AI capabilities being acknowledged by international media [6][8]. AI and Technology Focus - Bosch Ventures is actively investing across the entire AI value chain, from hardware to applications, with a focus on creating value through vertical models based on open-source large models [11][13]. - The company emphasizes the importance of hardware advancements, such as specialized integrated circuits (ASICs), to enhance AI functionalities [13][14]. Strategic Positioning - Bosch Ventures aims to empower its portfolio companies by leveraging its global network and industry resources, positioning itself as a partner in the growth of Chinese hard-tech enterprises [17]. - The company believes that China is transitioning from a "manufacturing giant" to a "smart manufacturing powerhouse," and it seeks to play a significant role in this transformation [17].