钛信资本侯旭亮：穿越产业周期，共创长期价值丨创投贺新春

Core Viewpoint - The article emphasizes the importance of focusing on leading companies in hard technology sectors and maintaining a long-term investment strategy to create value in the evolving investment landscape of 2026 [5]. Group 1: Investment Strategy - The company adheres to an investment philosophy of "high-quality and focused on leading firms," which has led to successful listings such as InnoCare (02577.HK) and Xi'an Yicai (688783) in 2025 [5]. - The firm plans to continue its dual-driven strategy of "domestic + overseas" investments, aiming to build cognitive barriers through in-depth research and to seize rare investment opportunities [5]. Group 2: Industry Outlook - The investment industry is stabilizing amidst adjustments, with breakthroughs achieved through a commitment to deep value investing [5]. - The article highlights the necessity for entrepreneurs to align with national strategies, focus on core industry technologies, and build genuine competitive advantages to thrive in a capital-concentrated era [5]. Group 3: Future Aspirations - The company expresses a commitment to empowering hard technology innovation and collaborating with industry partners to create long-term value in the new journey ahead [5]. - A message of encouragement is extended to all stakeholders, wishing them success and prosperity in their endeavors for 2026 [5].