科技创新投资
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四川社保科创股权投资基金登记成立,出资额200亿
Zhong Guo Neng Yuan Wang· 2026-01-04 06:35
据媒体报道,该基金总规模为500亿元,首期200亿元,其重点围绕四川优势产业和战略性新兴产业等领 域布局,支持企业开展关键核心技术攻关、科技成果转化及产业化,助力构建科技、产业、金融良性互 促的良好生态。 天眼查工商信息显示,近日,四川社保科创股权投资基金合伙企业(有限合伙)成立,执行事务合伙人为 四川发展科技创新投资私募基金管理有限公司、建信金投私募基金管理(北京)有限公司,出资额200亿 人民币,经营范围为以私募基金从事股权投资、投资管理、资产管理等活动。合伙人信息显示,该基金 由全国社会保障基金理事会、建信金融资产投资有限公司、四川省科技创新投资集团有限责任公司、成 都产业投资集团有限公司、四川振兴投资有限公司、四川发展科技创新投资私募基金管理有限公司、建 信金投私募基金管理(北京)有限公司共同出资。 ...
掘金“国产GPU双雄”!险资积极布局硬科技赛道
Huan Qiu Wang· 2025-12-21 01:41
近日,"国产GPU双雄"摩尔线程、沐曦股份相继登陆科创板,硬科技赛道的投资热潮再度引发市场高度关注。这 其中,多家保险资金已通过私募股权途径,对这两家公司间接布局。 此外,作为沐曦股份第七大股东,深圳市瀚辰创业投资基金合伙企业(有限合伙)(下称"瀚辰创投")持有 1250.41万股,持股比例3.13%。通过梳理,瀚辰创投合伙人企业穿透后有多达8家险企。 再者,摩尔线程同样获险资青睐。IPO发行前,和谐健康保险、险资系私募股权基金公司阳光融汇、中保投资管 理的中保投信云算(嘉兴)股权投资合伙企业(有限合伙),在摩尔线程股东中分列12位、39位和80位。此外, 在摩尔线程IPO战略配售阶段,中保投资管理的中国保险投资基金(有限合伙)获配437.52万股。 值得一提的是,近年来,保险资金设立或参与投资科技领域私募股权基金的力度持续加大。如中国太保设立了目 标规模300亿元的太保战新并购私募基金,该基金聚焦上海国资国企改革和现代化产业体系建设的重点领域,推 动上海战新产业加快发展和重点产业强链补链;中国人保设立人保现代化产业股权投资基金(安徽)合伙企业 (有限合伙)。 除了私募股权基金,保险资金还通过多种模式积极参与 ...
浮盈超70倍!“GPU双雄”背后,险资多模式布局!
证券时报· 2025-12-20 02:51
近日,"国产GPU双雄"摩尔线程、沐曦股份相继登陆科创板,硬科技热潮引发市场广泛关注。 在摩尔线程上市6天后,一家大型保险机构投资负责人告诉证券时报·券商中国记者,他们很早就投资了摩尔线程,已经浮盈超70倍,这笔投资额度约几千万元。 证券时报·券商中国记者梳理显示,多家险资通过私募股权的方式实现了对"GPU双雄"的间接投资。这是保险资金积极布局科创领域的一个缩影。 "GPU双雄"背后险资频现 近年来,保险资金设立或参与投资科技领域私募股权基金的力度持续加大。例如,中国太保设立了目标规模300亿元的太保战新并购私募基金,该基金聚焦上海国 资国企改革和现代化产业体系建设的重点领域,推动上海战新产业加快发展和重点产业强链补链;中国人保设立人保现代化产业股权投资基金(安徽)合伙企业 (有限合伙)。 近年来,国内经济产业结构深刻变革,新质生产力加速形成,除了私募股权基金,保险资金还通过多种模式积极参与科技创新投资。 在二级市场上,科技企业也是险资关注重点,多个保险公司及其旗下资金账户进入科技创新企业前十大股东名单。据证券时报·券商中国记者统计,今年三季度,险 资新进成为300多家上市公司重仓股东,从投资分布来看,制造业 ...
浮盈超70倍!“GPU双雄”背后,险资多模式布局!
券商中国· 2025-12-20 02:10
近日,"国产GPU双雄"摩尔线程、沐曦股份相继登陆科创板,硬科技热潮引发市场广泛关注。 在摩尔线程上市6天后,一家大型保险机构投资负责人告诉证券时报·券商中国记者,他们很早就投资了摩尔线 程,已经浮盈超70倍,这笔投资额度约几千万元。 证券时报·券商中国记者梳理显示,多家险资通过私募股权的方式实现了对"GPU双雄"的间接投资。这是保险 资金积极布局科创领域的一个缩影。 "GPU双雄"背后险资频现 被称为中国GPU"四小龙"之一的沐曦股份上市后,一跃成为"最赚钱新股"。证券时报·券商中国记者梳理显 示,沐曦股份的投资机构背后至少出现了13家险资身影。 沐曦股份招股书显示,国寿(深圳)科技创新私募股权投资基金合伙企业(有限合伙)(下称"国寿(深圳) 科创私募")持有341.7万股沐曦股份,IPO后持股比例0.85%。国寿(深圳)科创私募为中国人寿旗下公司。 其合伙人企业中除了国寿股份,还有4家险资间接投资其中,包括建信人寿、中邮人寿、人保资本、大家人寿 等保险公司。 此外,"深圳市瀚辰创业投资基金合伙企业(有限合伙)"(下称"瀚辰创投")为沐曦股份第七大股东,持有沐 曦股份1250.41万股,持股比例3.13%。 ...
37万亿保险资金“耐心”护航科技创新
Xin Hua Cai Jing· 2025-12-19 05:43
新华财经北京12月19日电(记者王虎云)随着保险资金监管政策持续优化,近年来保险资管行业对科技 创新的支持力度不断加大。未来,保险资金如何凭借规模大、期限长等优势,更高效地赋能科技创新? 近期,多家保险资管公司给出了答案。 耐心资本匹配科技创新特点 从技术研发到产品投入市场,再到产业成熟,科创产业发展周期较长,对资金具有长期性、持续性需 求。而保险资金具有规模大、来源稳定的特征,是天然的耐心资本。 金融监管总局发布的数据显示,截至2025年三季度末,保险公司资金运用余额为37.46万亿元。近年 来,保险资金通过股权投资、债权计划、产业基金等方式,不断加大科技创新领域的投资力度。 例如,2023年11月,国寿资产发起设立"中国人寿-沪发1号股权投资计划",投资规模约118亿元,以S份 额投资方式受让上海集成电路产业投资基金股权,基金底层资产均为我国集成电路半导体领域重点企 业,较好解决了科技创新领域投资中的早期风险问题与后期估值过热问题。 2025年4月,人保资产作为受托管理人成功发起设立"人保资产-中关村科技租赁1号资产支持计划",基 础资产涉及22个承租人的24笔租赁资产,承租人全部为中小民营科技型企业,主 ...
掘金“GPU双雄”险资布局硬科技版图浮出水面
Zheng Quan Shi Bao· 2025-12-18 18:47
近日,"国产GPU双雄"摩尔线程、沐曦股份相继登陆科创板,硬科技赛道投资热潮再度引发市场高度关 注。证券时报记者获悉,多家险资已通过私募股权途径,对这两家公司间接布局。 对此,业内人士表示,这些只是保险资金积极布局科创领域的一个缩影。 此外,在摩尔线程IPO战略配售中,中保投资管理的中国保险投资基金(有限合伙)获配437.52万股。 "我们很早就投了摩尔线程,额度约几千万元。"在摩尔线程上市6天后,一家大型保险机构投资负责人 告诉记者,这笔投资已经浮盈超70倍。该人士告诉记者,通过专业的私募机构,该公司也投资了沐曦股 份等多家科创企业。 险资多模式布局硬科技 近年来,保险资金设立或参与投资科技领域私募股权基金的力度持续加大。例如,中国太保设立了目标 规模300亿元的太保战新并购私募基金,该基金聚焦上海国资国企改革和现代化产业体系建设的重点领 域,推动上海战新产业加快发展和重点产业强链补链;中国人保设立人保现代化产业股权投资基金(安 徽)合伙企业(有限合伙)。 近年来,国内经济产业结构深刻变革,新质生产力加速形成,除了私募股权基金,保险资金还通过多种 模式积极参与科技创新投资。 在二级市场上,科技企业也是险资关 ...
北上广深杭最新10强私募揭晓!橡木、泽元、华澄上榜!仅3家百亿私募跻身前5
私募排排网· 2025-12-16 10:00
Core Viewpoint - The concentration of private equity firms reflects regional economic vitality and industrial upgrading potential, with significant clustering in coastal developed areas like Shanghai, Shenzhen, Beijing, Hangzhou, and Guangzhou, which together account for 74.88% of the total private equity firms with performance data [2]. Summary by Sections Private Equity Distribution - A total of 649 private equity firms have at least three products that meet performance criteria, with Shanghai, Shenzhen, Beijing, Hangzhou, and Guangzhou hosting 486 firms [2]. - Other strong economic cities like Xiamen, Chengdu, Zhuhai, Xi'an, Changsha, and Chongqing have at least five private equity firms each [2]. Performance Metrics - The average return for private equity firms in Shanghai is 27.54%, in Shenzhen is 31.97%, in Beijing is 31.14%, in Hangzhou is 37.63%, and in Guangzhou is 34.74% [3][4][6][8][16]. - The top private equity firms in Shanghai include Haisheng Fund, Shanghai Hengsui Asset, and Jiuge Investment, with the top 10 firms having a return threshold of ***% [4][5]. Shanghai Private Equity - Shanghai has 202 private equity firms with an average return of 27.54%, and 45 firms with assets over 5 billion [4]. - The top five firms in Shanghai are Haisheng Fund, Shanghai Hengsui Asset, Jiuge Investment, Longhang Asset, and Liangli Private Equity [5]. Beijing Private Equity - Beijing has 91 private equity firms with an average return of 31.14%, and 17 firms with assets over 5 billion [6]. - The top five firms in Beijing are Xiyue Private Equity, Beiheng Fund, Huacheng Private Equity, Lingjun Investment, and Yuanxin Investment [6]. Shenzhen Private Equity - Shenzhen has 112 private equity firms with an average return of 31.97%, and 18 firms with assets over 5 billion [8]. - The top five firms in Shenzhen are Qiantu Investment, Fuyuan Capital, Zhongying Investment, Rongshu Investment, and Nengjing Investment Holdings [8][11]. Hangzhou Private Equity - Hangzhou has 45 private equity firms with an average return of 37.63%, and 4 firms with assets over 5 billion [13]. - The top five firms in Hangzhou are Nongfu Private Equity, Haokun Shengfa Asset, Yunqi Quantitative, Ningbo Huansheng Quantitative, and Berkshire Investment [13][15]. Guangzhou Private Equity - Guangzhou has 36 private equity firms with an average return of 34.74%, and 2 firms with assets over 5 billion [16]. - The top five firms in Guangzhou are Jingyan Private Equity, Hainan Xiangyuan Private Equity, Sanhe Chuangying, Zeyuan Investment, and Guangzhou Shouzheng Yiqi [16][18]. Other Regions - In other regions, there are 163 private equity firms with an average return of 25.26%, with 20 firms having assets over 5 billion [19]. - The top five firms in other regions are Luyuan Private Equity, Zhihua Asset Management, Yidian Najin (Quanzhou) Private Equity, Longyin Huaxiao, and Juli Fund [19].
河南创新投资集团5亿元科创债完成发行,利率2.16%
Sou Hu Cai Jing· 2025-11-17 09:16
Group 1 - The core point of the news is that Henan Innovation Investment Group Co., Ltd. successfully issued its first phase of technology innovation bonds for 2025, totaling 500 million yuan with a coupon rate of 2.16% and a maturity of 5 years [1] - The main underwriter for this bond issuance is Shanghai Pudong Development Bank, with China Industrial and Commercial Bank as a joint lead underwriter [1] - The credit rating for Henan Innovation Investment Group is AAA, with a stable outlook, and the same rating applies to the technology innovation bonds issued [1] Group 2 - The funds raised from this bond issuance will be used entirely to replace the issuer's own capital invested in technology innovation-related funds within one year, after deducting issuance costs [1] - Henan Innovation Investment Group was established in September 2022, with a registered capital of 20 billion yuan, and serves as a key state-owned technology investment institution in Henan Province [3] - The group is responsible for the investment operation of emerging industry investments and venture capital guiding funds in Henan Province [3]
首次发债!河南创新投资集团拟发行5亿元科技创新债券
Sou Hu Cai Jing· 2025-11-10 07:32
Core Points - Henan Innovation Investment Group Co., Ltd. plans to issue its first phase of technology innovation bonds for 2025, with a total amount of 500 million yuan and a term of 5 years [1] - The bond issuance period is from November 13 to November 14, 2023, with an interest start date of November 17, 2025, and a maturity date of November 17, 2030 [1] - The main underwriter for the bonds is Shanghai Pudong Development Bank, with China Industrial and Commercial Bank as the co-underwriter [1] - The issuer has received a comprehensive credit rating of AAA from China Chengxin International, with a stable outlook [1] - The funds raised will be used entirely to replace the issuer's own capital invested in technology innovation-related funds within the past year [1] Fund Allocation - The funds will be allocated to various investment projects, including biomedicine, new materials, advanced manufacturing, and new consumption [1] - Specific funds mentioned include the Henan Provincial Strategic Emerging Industry Investment Fund and the Henan Huirong Venture Capital Fund, among others [1] - The total amount raised from this bond issuance is 500 million yuan, which will be distributed across several investment areas [1] Company Background - Henan Innovation Investment Group was established in September 2022, with a registered capital of 20 billion yuan, and is a key state-owned technology investment institution in Henan Province [1] - The company is responsible for the investment operation of emerging industry investments and venture capital guiding funds in Henan Province [1] - This bond issuance marks the company's first foray into bond issuance [1]
中经评论:消费投资协同发力扩内需
Jing Ji Ri Bao· 2025-10-31 00:09
Group 1 - The core viewpoint emphasizes the importance of expanding domestic demand and constructing a new development pattern, with a focus on enhancing the domestic circulation of the economy [1][3] - In the first three quarters, final consumption expenditure contributed 53.5% to economic growth, while capital formation contributed 17.5%, highlighting the significance of domestic demand in economic development [1] - The relationship between consumption and investment is not adversarial; rather, they are interdependent and mutually reinforcing, with consumption being the ultimate demand and investment being crucial for expanding reproduction and enhancing supply capacity [2][4] Group 2 - The article stresses the need to clarify misconceptions regarding consumption and investment, such as viewing them as opposing forces or neglecting the long-term benefits of consumption [1][2] - It advocates for a systematic approach to promote a dynamic balance between consumption and investment, with a focus on enhancing residents' income and improving social security systems to stabilize consumption expectations [3][4] - Investment in key areas, particularly in new fields and weak links, is essential for high-quality development, with an emphasis on major projects that enhance foundational capabilities and long-term benefits [4]