深圳国资基金“放大招”!重点支持AI、生物医药等硬科技领域
证券时报·2026-01-22 13:52

Core Viewpoint - Shenzhen has launched a three-year action plan for its state-owned capital fund matrix, focusing on supporting hard technology sectors such as semiconductors, artificial intelligence, and biomedicine [1][4]. Group 1: Fund Matrix Action Plan - The Shenzhen state-owned assets supervision and administration commission has detailed the core content of the action plan, emphasizing increased support for early-stage technology projects [1]. - The plan includes specific, quantifiable targets for fund scale, investment direction, and project cultivation, marking a clear implementation phase for the fund matrix [1]. - Eight state-owned enterprise leaders signed a task book to break down the action plan into clear indicators [1]. Group 2: Importance of Fund Matrix - The need for a "matrix" approach in supporting technological innovation arises from the long-term, systematic, and collaborative nature of technology development, which cannot be effectively addressed by single funds [2]. - The fund matrix aims to integrate existing resources and enhance the capital support chain throughout the entire lifecycle of technology innovation enterprises [2]. - Key focus areas include advanced manufacturing, smart cities, marine economy, and emerging fields like quantum information and brain-machine engineering [2]. Group 3: Specific Fund Initiatives - The Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Guidance Fund, managed by Shenzhen Capital Group, has a target size of 50.45 billion yuan and a maximum duration of 20 years [3]. - This fund emphasizes early, small, long-term investments in hard technology, utilizing a dual approach of sub-funds and direct investments [3]. Group 4: Transformation of State-Owned Enterprises - Shenzhen's state-owned enterprises are transitioning from being "resource holders" to "ecosystem builders," collaborating with private enterprises to create a positive innovation ecosystem [4]. - The fund matrix is designed to cover all stages from seed to mature phases, enhancing the capital supply capacity for technological innovation [4].

深圳国资基金“放大招”!重点支持AI、生物医药等硬科技领域 - Reportify