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深度|700亿影石创新:一段耐心资本与产业创新双向奔赴的“佳话”!
证券时报· 2025-06-13 04:14
影石创新(688775)上市首日,涨幅最高逼近300%,市值超700亿元,成就一段耐心资本与产业创新双向奔赴的佳话。 2019年,基石资本关于影石创新的投决会上,投委进行了激烈的讨论:全景相机这个品类,究竟是一个昙花一现的"玩具",还是有望成长为一个改变人们消费方式 的新产业?作为基石资本的董事长,张维表现出力挺的态度:"从玩具走向全消费级就是大疆。" 对影石创新的信心来自于他多年来对企业家精神的执着。张维眼中的刘靖康"平静的外表下隐藏着爆发力",是新一代富有企业家精神的年轻创业者:胸怀抱负、目 标高远、持续学习和永不停歇的自我迭代。但就算如此看好影石创新的张维恐怕也没想到,6年后,深圳这家小小的消费电子公司将在全球舞台上大放异彩。如今 影石创新全景相机全球市占率达67.2%,连续六年稳居第一,2024年预计将提升至81.7%——这意味着全球每售出10台全景相机,就有8台来自影石创新。 影石创新刘靖康: 我从小就学软件,也会编写一些小型软件和应用,大学的专业也是软件工程,并有过一次创业的经历,毕业后看到全景视频这种新的媒体形式, 可以同时呈现360度的画面,很好地记录和分享学校里的事,但当时拍摄的门槛很高,客 ...
点亮这个星球的人——一位光明使者的传奇
3 6 Ke· 2025-06-13 03:08
终于读完了艾德蒙·莫里斯写的《爱迪生传》,在一盏现在人们司空见惯的电灯下。电灯是爱迪生充满创造力的一生中最伟大的创造之一。 "就照亮地球而言,爱迪生所做的贡献仅仅次于太阳。"本书作者序言里如是说。爱迪生去世之后,三位世界级名人都毫不吝啬地表达了对这位世 纪伟人的赞美之情。爱因斯坦说,"具有创造力的爱迪生,使他自己和我们全人类的生活充满灿烂的光芒";亨利·福特说,爱迪生的成就"深植于 全人类日常生活的点点滴滴";胡佛总统则充满诗意地称赞道:"他,带来无限光明,驱散黑暗。" 爱迪生生前就已经获得了整个地球上人们广泛而持久的尊重。这种尊重甚至景仰,是他应得的。人们致敬爱迪生,本质上是在致敬一位造福人类 的伟大创新者。创新是人类进步和人们生活条件改善的源泉。就创新而论,爱迪生毫无疑问是人类文明史上屈指可数的巨人之一。他不仅为自己 申请了1093项专利,而且深刻地改变了地球人的生活,同时也令人惊叹地重塑了这个星球的面貌。与其他伟大的创新者相比,爱迪生独具特色: 他的重大创新涉及的领域极其广泛,涵盖了电灯、留声机、电影摄影机、蓄电池、商用机器和诸多化工产品。 二 但我在一口气读完这部酣畅淋漓的传记之后,在掩卷的一瞬间首先 ...
基石资本董事长张维:影石创新体现了中国新时代创业的一些鲜明特点
IPO早知道· 2025-06-11 03:59
张维期待影石创新成为一家世界级的伟大企业。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息, 影石创新科技股份有限公司(以下简称 "影石创新")于2025年6月11日正式 以"688775"为股票代码在科创板挂牌上市 ,成为 A股 "智能影像第一股" 。 " 我常说, 深圳的成功之处在于形成了资金资本密集、人才技术密集、大型科技企业生态密集的 ' 铁三角 ' ,并在这三个方面实现了互相涵养、自我循环、自我推动的状态:大型科技企业形成产业 链聚集与协同,以及技术与人才外溢,人才在资金和风险投资的支持下创业,产业链配套协作的成熟 又辅助了创业成功。 创业仅 10年时间,就成长为50多亿营收、10亿利润的细分行业领导者,影石 创新在创业上也跑出了 ' 深圳速度 ' 。 "张维表示。 其次, 新时代的企业家,表现出了新时代的企业家精神。 张维强调, 新时代的企业家成长在一个经济起飞、拥抱世界的年代,更有自信,更有全球观,更有 创造力、叛逆精神和挑战精神。 " 他们雄心勃勃,想要改变世界,怀抱宏大的梦想,要做出伟大的产品。这些新兴产业的年轻人,正 在引领中 ...
武汉民营企业勇立潮头数量突破百万
Chang Jiang Ri Bao· 2025-05-29 00:27
Group 1 - The core viewpoint emphasizes the importance of entrepreneurial spirit in Wuhan's private enterprises, characterized by resilience, innovation, and collaboration [1] - The success of Sifang Optoelectronics in breaking international monopolies with its PM2.5 sensors and high-sensitivity methane sensors highlights the significance of self-reliance in high-end manufacturing [1] - High-performance chip development by Gaode Infrared showcases how core technologies can enhance competitive advantages and contribute to national security [1] Group 2 - The entrepreneurial spirit is described as being rooted in listening to community needs rather than chasing trends, as illustrated by Lichu Business Service's focus on essential services [1] - Wuhan Yimo Technology's significant growth, with a 300% increase in order volume and a projected 50% revenue growth, reflects the long-term commitment to industrial software development [1] - By the end of 2024, the number of private enterprises in Wuhan is expected to exceed one million, with over 90% of high-tech companies being privately owned, indicating a strong trend towards innovation and economic development [2]
时代呼唤黄峥们
Sou Hu Cai Jing· 2025-05-27 14:05
Core Viewpoint - The rise of instant retail is becoming a significant trend in the retail industry, with major e-commerce platforms like JD.com and Alibaba's Taobao actively participating in this space during the 618 shopping festival, while Pinduoduo has yet to announce its entry [2][3][4]. Group 1: Instant Retail as a New Trend - Instant retail is recognized as the next major trend in retail development, emerging as a response to the saturation of traditional e-commerce and increasing customer acquisition costs [2]. - The scale of instant retail in China reached 650 billion yuan in 2023, with a year-on-year growth rate of 29%, and is expected to exceed 2 trillion yuan by 2030 [2]. - The shift towards instant retail is seen as a way to redefine retail boundaries and leverage local supply capabilities [2]. Group 2: Pinduoduo's Strategic Positioning - Pinduoduo has initiated a "100 billion support" program for merchants, indicating a strategic shift and awareness of the importance of instant retail [4]. - The current stage of instant retail development is reminiscent of Pinduoduo's early days in e-commerce, suggesting potential alignment with its growth strategy [4]. - Despite the potential, Pinduoduo has not yet officially entered the instant retail market, possibly due to challenges in establishing a delivery team [6][8]. Group 3: Market Dynamics and Opportunities - The potential for instant retail in lower-tier markets is significant, with government initiatives promoting the development of modern rural service industries [5]. - The user base for instant logistics in China is projected to reach 799 million by 2024, with a growth rate of 9.1%, and is expected to surpass 1 billion by 2030 [5]. - The trend of instant retail mirrors the earlier e-commerce penetration into lower-tier markets, suggesting a similar opportunity for Pinduoduo [6]. Group 4: Economic Context and Entrepreneurial Leadership - The recovery of the real economy is a key theme in China's economic landscape, with consumer spending playing a foundational role in GDP growth [15]. - The return of influential entrepreneurs like Liu Qiangdong is seen as a boost to consumer confidence and market dynamics [21]. - The need for strong leadership from entrepreneurs like Huang Zheng of Pinduoduo is emphasized, particularly in navigating the current economic challenges [22][23].
培训资料:如何做研究与投资?从四个逻辑分析几个大类行业
材料汇· 2025-05-26 14:10
Core Insights - The article emphasizes the importance of time management in research and investment, highlighting that time is the most scarce asset for individuals in this field [3][4] - It advocates for focusing on significant issues and understanding the macro, industry, business, and financial logic to make informed decisions [5][6][7] - The article discusses the essence of industries and key changes, stressing the need to grasp core elements driving industry development and company growth [7][8][9] Group 1: Importance of Research Methodology - Time management is crucial, and researchers should prioritize significant problems over minor details [3][4] - A scientific and reasonable research methodology should be established and continuously optimized [4] - Research should be approached through four logical frameworks: macro logic, industry logic, business logic, and financial logic [5][6] Group 2: Understanding Industry Dynamics - Different industries have unique characteristics and core drivers that evolve over time [7][8] - The article highlights the importance of recognizing key changes at critical moments in an industry’s lifecycle [8] - For example, in the TMT sector, the end of the smartphone boom signifies a shift in innovation dynamics [8] Group 3: Core Competencies of Companies - Companies must align their strategies with macro and industry trends to succeed [6][7] - The essence of a business model should adapt to societal trends and human nature to ensure sustainability [10] - The article emphasizes the role of entrepreneurial spirit and governance structure as core competitive advantages [11] Group 4: Industry-Specific Insights - In the consumer goods sector, the article notes the diminishing demographic dividend and the shift towards experience and service-oriented consumption [12][13] - The service industry is expected to grow as consumer spending shifts towards experiences and services [14][15] - The manufacturing sector retains competitive advantages due to its comprehensive capabilities and large domestic market [18][19] Group 5: Research Process and Individual Traits - The research process involves induction, deduction, and empirical validation, which are interrelated [23][24][25] - Key traits for successful researchers include curiosity, honesty, and independence [26][27][28] - Continuous learning and building a personal research framework are essential for effective research [35][36] Group 6: Practical Recommendations - Establish a personal wisdom circle to enhance research quality [33][34] - Engage in extensive reading and learning to stay informed about industry trends [35] - Create structured research documentation to improve efficiency and facilitate future analysis [37]
企业家IP需要流量 更要超越流量
Mei Ri Jing Ji Xin Wen· 2025-05-25 14:46
Group 1 - The essence of entrepreneur IP is to create star entrepreneurs, and the rarity of both stars and entrepreneurs raises questions about their potential to succeed together [1] - Huang Zitao's entry into the feminine hygiene market with his brand, Duowei, generated significant sales of 300 million yuan in just one hour, indicating a strong market demand [1] - The investment of 275 million yuan in a transparent factory and a 24-hour live-streamed production line demonstrates a solid business logic behind the brand [1] Group 2 - The distinction between entrepreneurs and celebrity entrepreneurs lies in the ability to transform personal IP into systematic capabilities, requiring innovation, risk-taking, and a long-term vision [1] - The recent reconciliation between Dong Mingzhu and her former secretary Meng Yutong highlights the importance of mutual benefit in gaining flow, as both seek to enhance their public image and attract younger audiences [2] - The need for a shift in the type of flow that entrepreneurs like Lei Jun attract is emphasized, as his current image requires rebranding to move from being perceived as a "flow fresh meat" to a "technology tough guy" [3]
【宇伟观察】产业升级靠企业家精神|刘长征博士《临界点》一书给我们的启示
Jing Ji Guan Cha Bao· 2025-05-25 06:15
Core Insights - The modernization of a nation is fundamentally linked to the modernization of its people, encompassing material, social, and spiritual aspects [1] - The book "Critical Point" by Dr. Liu Changzheng explores the underlying logic of China's industrial transformation and upgrading, emphasizing the importance of effective markets, proactive government, and entrepreneurial spirit for achieving modernization [1] Group 1: Author's Background and Journey - Dr. Liu Changzheng, a graduate of Peking University and Fordham University, transitioned from a state-owned enterprise to entrepreneurship during China's market reforms in the early 1990s [2][3] - After several entrepreneurial attempts across various industries, Dr. Liu found success in the automotive sector by establishing a marketing service group for multiple car brands in Northwest China [3] Group 2: Academic Pursuits - In 2015, Dr. Liu returned to academia to pursue a DPS doctoral program at Peking University, focusing on the causal logic behind China's economic development [4][5] - Under the guidance of Professor Lin Yifu, Dr. Liu completed his doctoral thesis, which elevated his practical experiences to theoretical insights [5][6] Group 3: Key Themes of "Critical Point" - The book is structured into three parts: macro-level analysis of global economic differences, a mid-level examination of industrial transformation logic, and a micro-level discussion on enterprise development theories [12][18] - The first part addresses why some countries are wealthy while others are not, highlighting the significant acceleration of GDP growth in Western Europe post-Industrial Revolution [13] Group 4: Industrial Transformation and the Automotive Sector - The mid-section of the book details the history of China's automotive industry as a microcosm of the country's industrialization process, analyzing the evolution of the industry through various global shifts [11][14] - Dr. Liu identifies four major shifts in the automotive industry, culminating in China's rise as the world's largest automotive market post-WTO accession [16] Group 5: Entrepreneurial Spirit and Economic Development - The final section emphasizes the role of entrepreneurial spirit in driving industrial transformation, positing that innovation is crucial for a company's survival and growth [21][22] - Dr. Liu introduces the EIGP framework, which integrates factors such as endowment structure, industry characteristics, and government policies to analyze enterprise development [18][19] Group 6: Conclusion and Implications - The book concludes that the modernization of a nation is intrinsically linked to the modernization of its people, and that sustainable industrial upgrading relies on the entrepreneurial spirit [23]
为什么是马云?
Xin Lang Cai Jing· 2025-05-24 14:26
近日,《时代》杂志发布"2025百大慈善家"榜,中国企业家马云入选,同时上榜的还包括巴菲特、梅琳 达·盖茨、威廉王子夫妇、奥普拉等在慈善领域做出特别贡献的影响力人物。 这是《时代》杂志自1923年创刊以来,首次推出集纳了当今时代有全球影响力的慈善家榜单。马云是其 中极少数的中国面孔。 《时代》在发布榜单时,强调了马云对慈善公益的长期投入,以及疫情期间对全球公共卫生事业作出的 贡献。 与马云同列慈善家榜单的,都既是企业家中的翘楚,又是慈善领域的标杆人物。在商业上取得的成功, 让他们有回馈社会的资源和意愿;令他们成就商业成功的初心,也是推动他们为世界创造更广泛价值的 驱动力。 《时代》表示,在当今世界背景下,当许多传统机构无暇他顾,正是这些慈善家们挺身而出,填补了全 球公共领域的许多空白,他们在关键时刻重塑了"给予"的意义。 而当我们审视"慈善"这一概念及其背后蕴藏的理念时,不难发现,这个词随着时代与社会的变迁而不断 演进,映射出了历史与文化的更迭,显现出现代商业文明如何润物细无声地影响世界。 如今,杭州正从"电商之都"进化为"AI之都",阿里也正在完成从电商企业向科技公司的自我刷新。在这 样的背景下,马云作为慈 ...
2025年秦商大会在西安开幕
Shan Xi Ri Bao· 2025-05-21 00:25
会前,赵一德、赵刚与部分秦商大会嘉宾会面。 5月20日,2025年秦商大会在西安开幕。省委书记赵一德,全国工商联副主席汪鸿雁,泰国驻西安 总领事馆领事陈智勇,全国政协常委、香港贸易发展局主席林建岳分别致辞。省长赵刚主持。省政协主 席徐新荣,省领导王晓、李明远、王海鹏、庄长兴、陈春江、范九伦、高岭出席。 本次大会以"温暖奋斗者 秦商再启航"为主题,举办秦商主题活动和"校友回归·助陕发展"、陕西省 海外联谊会五届一次理事大会等专题活动,集中签约24个产业投资、贸易、金融项目。(记者:母家亮 刘枫) 赵一德指出,秦商是陕西的宝贵资源,希望广大秦商自觉践行习近平总书记"胸怀报国志、一心谋 发展、守法善经营、先富促共富"的重要要求,大力弘扬企业家精神和新时代秦商精神,主动投身陕西 深化开展"三个年"活动、聚力打好"八场硬仗"、大力发展县域经济民营经济开放型经济数字经济的火热 实践,在全省高质量发展现代化建设中发挥更大作用。陕西各级党委政府将始终秉持亲商、富商、安商 的理念,坚持"两个毫不动摇"、力促"两个健康",努力为大家在陕投资发展创造更好条件、提供更优服 务。 会上,张思民、王黎红、高月静等企业家代表作了发言。世界 ...