以下文章来源于LP波谱 ，作者王满华 LP波谱 . 本账号专注LP市场报道。"波浪、谱系"是识别市场的维度，也是定义市场的坐标；此外，波谱（Pop Art）也意为放低意义与史诗的执念，认同商业的日常 之美。 将投中网设为"星标⭐"，第一时间收获最新推送 聚焦LP出资、新基金、GP招募，捕捉LP圈一周商业情报。 作者丨 王满华 来源丨LP波谱 今年2月，江苏省战略性新兴产业母基金第二批产业专项基金集中举办了签约仪式，总规模高达408亿元。 在当时的官方报道中，省级母基金共在11个设区市和4户省属企业设立了22只专项基金。其中，苏州国资代表——苏创投集团与江苏高投集团签约了4只 专项基金，总规模105亿。 时隔两个月，这4只基金于本周正式进入落地阶段。 具体来看，4只基金分别为：总规模60亿元的苏州人工智能产业专项母基金，总规模20亿元的苏州低空经济产业专项母基金，总规模20亿元的苏州新型能 源及智能座驾产业专项母基金，以及总规模5亿元的苏州高校科技成果转化天使基金。 上述专项母基金的设立，无疑将为苏州产业发展、GDP增长再添一把火。 另外，总规模30亿元的江苏省节能环保战新产业基金也在本周完成备案，该基金同样属 ...

中国母基金行业一周资讯（ 4 . 1 9 - 4 . 2 5 ） 【资讯解读】 本周资讯涉及的母基金管理规模达 4 2 0 亿元，主要分布在上海、 北京、浙江、江苏、安徽、 四川、山西 等地区，投资 未来产业 、 新材料 、 生物医药 等。以下是内容提要和具体资讯。 【内容提要】 01 上海： 百亿母基金批量出资6家GP 2 0 2 4 年，上海未来产业基金正式启航，作为政府指导、市场化运作的功能性母基金，其以 "非盈利导向" 和 "长周期孵化" 为鲜明标签，直指颠覆式创新与前沿技术突破。基金采用 "直 投 + 子基金" 双轮驱动模式，通过战略科学家委员会、科技项目经理人团队与概念验证经费的 协同机制，构建起从创意孵化到产业落地的完整链条。值得关注的是，上海国投公司牵头组建 的国资控股市场化管理平台，为基金运作注入专业基因。 1、上海 ： 百亿母基金 出资 6家GP 2、四川： 四川省先进制造投资引导基金招 GP 3、浙江： 杭实集团发布百亿母基金 4、浙江： 宁波市天使投资引导基金招 GP 5、北京： 中关村科学城科技成长三期基金招 GP 6、江苏 ： 常州高端功能材料产业专项母基金（有限合伙）完成工商设立 ...

今年，广东"新春第一会"——全省高质量发展大会吹响"百万英才汇南粤"行动计划号角。继深圳—上 海、广州—北京、东莞—杭州、惠州—武汉牵手引才之后，汕头与西安正式联动，为粤陕两地人才交流 合作牵线搭桥。 4月23日，西安曲江国际会议中心内一大早便排起了"长龙"，"百万英才汇南粤"2025年N城联动春季招聘 活动（西安站）在此举行，吸引了超万名求职者到场。 2.6万个岗位现场揽才 粤陕搭桥梁，助力高校毕业生就业。本次招聘活动共200多家企事业单位携约2.6万个岗位亮相，线上也 同步发布了超22万个岗位，构建起全方位、多层次的人才供需对接平台。 腾讯、格力、比亚迪、中山大学、汕大医学院等名企名校名院领衔，提供涵盖人工智能、新材料、新能 源、生物医药等前沿热门领域的岗位。在实习岗位方面，互联网行业龙头企业腾讯一次性拿出10000个 实习岗位，立讯精密也提供了500个实习岗位，为就业创业搭建成长阶梯。 在现场签约区，来自西安科技大学、陕西师范大学的学生，与珠海格力电器股份有限公司、比亚迪股份 有限公司等企业的岗位需求高度适配，现场签约达成就业意向。 "科技感"配套服务诚意满满 为什么选择广东？在开幕仪式上，多名在广东工 ...

Group 1 - The Supreme People's Procuratorate (SPP) has established a specialized Intellectual Property Procuratorate to enhance judicial protection of intellectual property rights in China, marking a shift towards a more professional and comprehensive approach [1] - In the past year, the SPP received and reviewed arrests for 13,486 individuals involved in intellectual property crimes and accepted prosecutions for 33,805 individuals, with 81% of cases related to trademark infringement [2] - The SPP plans to conduct regular supervision of malicious litigation and strengthen collaboration with relevant departments to create a favorable business environment [2] Group 2 - The SPP's focus on new technologies has led to an increase in cases involving intellectual property crimes, with a notable rise in cases related to commercial secrets, which saw a 12.4% increase year-on-year [2] - The SPP aims to enhance oversight of cross-regional cases and clarify the boundaries between different types of crimes related to intellectual property [1]

Group 1 - Shanghai's GDP reached 1.27 trillion yuan in Q1, with a year-on-year growth of 5.1% [1] - The information transmission, software, and IT services sector contributed over 60% to the city's GDP growth, with a value added of 172.61 billion yuan, growing 13.0% year-on-year [1] - The financial sector added 218.33 billion yuan, with a year-on-year growth of 9.4%, contributing 4.3 percentage points above the overall GDP growth rate [1] Group 2 - Shanghai's industrial production accelerated, with an industrial value added growth of 3.6% and total industrial output growth of 3.5%, an increase of 2.8 percentage points compared to the previous year [1] - Key industries such as computer, communication, and electronic equipment manufacturing saw a production value increase of 23.3%, while transportation equipment manufacturing grew by 22.6% [1] - The three leading industries—artificial intelligence, biomedicine, and integrated circuits—saw a manufacturing output growth of 7.2%, outpacing the overall industrial output growth by 3.7 percentage points [2] Group 3 - The artificial intelligence manufacturing sector grew by 13.2%, integrated circuits by 8.9%, and biomedicine by 2.8% [2] - New industrial products showed rapid growth, with industrial robot production increasing by 18.6% and semiconductor storage disk production by 18.4% [2] - Investment in emerging sectors like integrated circuits and biomedicine surged, with electronic information product manufacturing investment up by 37.6% and biomedicine investment by 17.6%, driving overall manufacturing investment growth of 23.4% [2]

优势领域增势强劲。 上海市统计局4月23日发布的数据显示，一季度全市实现地区生产总值1.27万亿元，按不变价格计算，同 比增长5.1%。其中，优势领域增势强劲，一季度全市信息传输、软件和信息技术服务业以及金融业增势强 劲，对全市GDP增长的贡献率合计超六成。 据统计，一季度上海市信息传输、软件和信息技术服务业增加值1726.09亿元，同比增长13.0%，高出全市 GDP增速7.9个百分点；金融业增加值2183.29亿元，同比增长9.4%，高出全市GDP增速4.3个百分点。 一季度，上海工业生产增长加快，先导产业持续发力。数据显示，全市工业增加值同比增长3.6%，规模以 上工业总产值同比增长3.5%，增速比上年全年加快2.8个百分点。计算机、通信和其他电子设备制造业产 值同比增长23.3%，铁路、船舶、航空航天和其他运输设备制造业增长22.6%，电气机械和器材制造业增 长9.0%。 人工智能、生物医药、集成电路是上海三大先导产业。据统计，一季度，三大先导产业制造业总产值同比 增长7.2%，增速快于全市规模以上工业总产值3.7个百分点。其中，人工智能制造业产值增长13.2%，集成 电路制造业增长8.9%，生物医药 ...

21世纪经济报道记者王峰 北京报道 4月23日，最高人民检察院举行"以高质效知识产权检察履职 服务高 水平科技创新"新闻发布会，发布《知识产权检察工作白皮书（2024）》（下称"白皮书"），通报检察 机关加强知识产权司法保护工作整体情况。 值得注意的是，近日，最高检经研究并报中央机构编制委员会办公室批复同意，在最高检经济犯罪检察 厅加挂"知识产权检察厅"牌子。4月23日的新闻发布会是最高检知识产权检察厅第一次向社会公众亮 相。最高检知识产权检察厅正式挂牌成立，标志着我国知识产权司法保护进一步迈入专业化、综合化的 发展阶段。 2024年，全国检察机关共受理审查逮捕侵犯知识产权犯罪13486人，受理审查起诉33805人，同比分别上 升5.9%和10.2%。 最高人民检察院党组成员、副检察长宫鸣在发布会上介绍，检察机关聚焦新一代信息技术、人工智能、 高端装备、生物医药、集成电路等关键核心技术，加强知识产权司法保护，为高质量发展创造安全稳定 环境，服务因地制宜发展新质生产力。 依法加强关键核心技术刑事保护 白皮书介绍，2024年，全国检察机关共受理审查起诉侵犯商业秘密犯罪163件385人，案件数同比上升 12.4%。 ...

| 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指 38170.41 | | -971.82 | -2.48% | | 纳斯达克指数 15870.90c | | -415.55 | -2.55% | | 标普500 | 5158.20 | -124.50 | -2.36% | 当地时间周一，美股全线下挫。截至收盘，道指跌2.48%，纳指跌2.55%，标普500指数跌2.36%。 个股方面，特斯拉跌5.8%。报道称，该电动汽车制造商平价版Model Y汽车的推出被推迟。 机构认为，当前是战略性看多的窗口期，短期回补缺口有待量能配合。 【财经日历】 2025全球汽车领袖闭门峰会举办 SPARK2025腾讯游戏发布会 | | | ►►中共中央、国务院印发《关于实施自由贸易试验区提升战略的意见》。其中提出： -支持符合条件的自由贸易试验区开展合格境外有限合伙人试点； -支持有条件的自由贸易试验区深化智能网联汽车道路测试、示范应用； -探索建立生物医药企业进口研发用物品"白名单"制度，允许免予办理进口药品通关单； ►►上交所召开私募机构座谈会。与会机构认为 ...

Group 1 - The biopharmaceutical industry is a rapidly growing strategic emerging industry globally, with significant government support and innovation driving its development [5][7] - The global biopharmaceutical market grew from $261.1 billion in 2018 to $363.8 billion in 2022, with a compound annual growth rate (CAGR) of 8.6%, and is expected to reach $783.2 billion by 2030, with a CAGR of approximately 10.1% from 2022 to 2030 [5] - In China, the biopharmaceutical market is projected to grow from $45.2 billion in 2019 to $66.5 billion in 2023, with a CAGR of 10.13%, and is expected to reach $162.8 billion by 2030, with a CAGR of approximately 13.64% from 2023 to 2030 [7] Group 2 - The company specializes in the production and sales of biopharmaceuticals, including the first commercialized nerve growth factor product, Jinlujie, which has been widely used in clinical applications for nerve injury repair [15][16] - The company’s subsidiary, Tianjin Hankan, is a well-known CRO-CDMO integrated service provider, offering a comprehensive range of drug development services from research to clinical trials and production [11][22] - The company has developed over 200 products for more than 600 enterprises, with significant achievements in the development of generic drugs and innovative drugs [12][11] Group 3 - The company has received various accolades, including being recognized as a "National Specialized and New 'Little Giant' Enterprise" and ranking among the top 50 innovative enterprises in the pharmaceutical industry [13] - The company’s product pipeline includes innovative drugs such as injection of Epinavamine, a targeted anti-tumor drug, and other pharmaceutical products that address various medical needs [17][18][20] - The company has made significant advancements in drug registration, with several products receiving approval from the National Medical Products Administration [37]

Core Insights - The report emphasizes the importance of stabilizing the stock market as a priority over the real estate market, reflecting both immediate and long-term considerations in the context of external uncertainties such as trade protectionism from the U.S. [2] - The report highlights that the stock market serves as an economic barometer, capable of guiding macroeconomic policies and reinforcing positive economic signals, thereby enhancing domestic consumption and wealth effects [2][4] - The report notes significant capital inflows into A-shares, particularly from state-owned entities acting as a "national team" to support market stability, with a total of 1.04 trillion yuan held in ETFs by these entities, representing approximately 36% of the total A-share ETF market [3][4] Market Dynamics - The report identifies that domestic demand policies and industrial trends are central to the pricing of the domestic stock market, with historical examples showing that A-shares can perform well even during export downturns if supported by counter-cyclical policies [4] - It discusses the potential for monetary policy easing and fiscal expansion, including special bonds and consumption incentives, to further support the market [4] - The report indicates that the valuation of A-shares and H-shares is attractive, with current P/E ratios of 14.7 and P/B ratios of 1.5, placing them at historically low levels compared to global markets [4] Investment Trends - The report details the recent substantial net inflows into ETFs, particularly those favored by state-owned entities, with over 200 billion yuan flowing into related products in the past two weeks [3][9] - It highlights specific ETFs that have seen significant inflows, such as the CSI 1000 ETF, which recorded a net inflow of 30.6 billion yuan, signaling strong market support [9] - The report underscores the growing recognition of Chinese technology sectors, which are positioned for upward valuation adjustments as they gain global competitiveness [4]