提携 TOP 20 亦庄国投 % CVINFO 不介 投中信息 11月27日,国内私募股权投资领域权威榜单"投中榜"正式揭晓,北京亦庄国际投资发展有限公司(下称亦庄 国投)凭借深厚的产业布局和卓越的投资表现,从近400家国资背景机构中脱颖而出,荣膺"2025年度最佳国 资投资机构TOP20"重磅奖项;旗下亦庄产投凭借在母基金领域的强大竞争力与市场影响力,成功入 选"2025年度中国最受GP关注的母基金TOP30"。"双奖加冕",既是行业对亦庄国投在产业投资领域深耕 细作的高度肯定,也彰显了其"股权+基金"双轮驱动的全方位产业赋能实力。 作为北京经济技术开发区国有资本投资运营公司,亦庄国投始终以国家战略为导向,聚焦新一代信息技 术、生物技术和大健康、新能源智能汽车、机器人和智能制造四大产业,坚定不移当好长期资本、耐心 资本和战略资本,坚守服务实体经济、促进北京产业发展和科技创新的初心使命。 亦庄国投围绕重点产业、关键技术和产业链重要环节,一方面,通过战略投资对京东方、中芯国际、四维 图新等龙头企业精准发力、重点支持;另一方面,通过母基金和引导基金广泛布局,汇聚市场顶尖管理机构 的智慧与资源,构建覆盖企业发展种子 ...

基金规模20亿元，蜀道装备作为LP认缴10亿元，占比50.00%;蜀道股权基金公司作为LP认缴9.98亿元， 占比49.90%;蜀道产融管理公司担任GP认缴200万元，占比0.10%。基金首期出资到位1000万元，用于中 国证券投资基金业协会备案。后续出资根据投资项目投资决策金额及合伙企业运作需要，按各合伙人在 基金中的认缴出资比例履行实缴出资义务，具体出资金额和出资日期以基金管理人发出的缴款通知书为 准。 蜀道装备（300540）(300540.SZ)发布公告，为满足战略发展需求，加快推动产业布局优化和并购投资 项目落地实施，助力公司持续构建完善工业气体、清洁能源以及氢能产业平台，公司拟与蜀道产融(四 川)私募基金管理有限公司(以下简称"蜀道产融管理公司")、蜀道(四川)股权投资基金有限公司(以下简 称"蜀道股权基金公司")共同投资设立蜀道(四川)气体产业股权投资基金(有限合伙)(暂定名，最终以工商 注册为准)，主要围绕工业气体(含特种气体、电子气体)、LNG、氢能领域设立子基金或开展直接股权 投资。 ...

Core Insights - The article emphasizes the increasing role of industrial capital in the primary market, particularly in the application of new AI technologies, highlighting the complex relationship between industrial investors and project parties [2][3] - It discusses the balance between strategic collaboration and financial returns, with various industry leaders sharing their perspectives on how to achieve this balance [4][5] Group 1: Industrial Capital's Role - Industrial capital is becoming increasingly significant in the primary market, especially in AI technology applications [2] - The relationship between industrial investors and project parties is more complex than that of financial investors, requiring a careful balance to achieve win-win outcomes [2][3] Group 2: Strategic Collaboration vs. Financial Returns - High Hongqing outlines the "Four Board Logic" of Corporate Venture Capital (CVC), which includes extending strengths, filling gaps, solidifying foundations, and forging new paths, emphasizing the need for innovation alongside maintaining core business [3][13] - Cao Xiang stresses that investment profitability and strategic collaboration are core considerations, with strategic value being particularly crucial [4][17] - Hu Bin highlights the importance of trust responsibility starting from the fundraising stage, indicating that balancing various stakeholder demands should be planned early on [5][24] Group 3: Investment Decision-Making - Jiang Hongquan emphasizes the added value that investment can bring to enterprises, focusing on whether investments can provide actual value through existing or future business [5][14] - Ma Dongjun suggests that exit decisions should be made with respect for market principles, balancing value and risk, and should not overly focus on short-term market fluctuations [5][40] Group 4: Challenges and Opportunities - Hu Bin identifies the long-term decline in interest rates and inflation as providing a favorable funding environment for growth-oriented companies, which is crucial for technology investments [43] - He also points out the importance of technological confidence in driving innovation and entrepreneurship in China, moving from imitation to creation [44] - The challenges include the coexistence of scarcity in early-stage industries and intense competition in mature stages, necessitating deeper industry understanding from investment institutions [45]

Core Viewpoint - The company, along with its wholly-owned subsidiary, plans to establish a partnership for investment in new materials and pharmaceutical packaging sectors, indicating a strategic move to enhance its industrial foundation and explore synergistic value [1] Group 1: Investment Details - The company will contribute 980 million yuan, representing 49% of the total capital commitment for the new partnership, named "衢州智峰" [1] - The partnership is formed with an entity that is indirectly controlled by the company's major shareholder, thus qualifying as a related party transaction [1] Group 2: Strategic Objectives - The establishment of the partnership aims to optimize the company's layout in new materials and Class I pharmaceutical packaging [1] - The partnership will serve as a platform for investing in technology-driven enterprises and those with significant market development potential [1]

Core Viewpoint - The company has approved an investment of up to 40 million yuan to establish a partnership in a private equity fund, acquiring an 18.10% stake, aimed at investing in Shanghai Silang Technology [1] Investment Details - The partnership, named Zhongbao Investment Sichuang (Jiaxing) Equity Investment Partnership (Limited Partnership), has completed the private fund registration with the Asset Management Association of China [1] - The total investment amount in collaboration with private equity funds has reached 680 million yuan [1] Risk Management - The company will bear an investment risk exposure of no more than 40 million yuan, which is not expected to significantly impact its performance [1] - The company emphasizes the importance of strengthening supervision and risk management throughout the investment process [1]

Core Viewpoint - The company, Haowei Group, is establishing a private equity investment fund focused on the integrated circuit industry, with a total fundraising target of 1.0875 billion yuan [1] Group 1: Fund Details - The fund is named Shanghai Yuanhe Puhua Private Fund Partnership and will be initiated by Haowei Group's wholly-owned subsidiary, Shaoxing Weihau, along with Shanghai Guotou Xiandao Integrated Circuit Private Investment Fund Partnership [1] - The company will invest 200 million yuan as a limited partner in this fund [1] Group 2: Investment Focus - The fund will primarily invest in unlisted companies within the integrated circuit sector, including design, manufacturing, packaging, testing, equipment materials, and components [1] - This investment aims to enhance the company's understanding of industry investments and development directions while seizing investment opportunities that align with its strategic goals [1]

Core Viewpoint - The company, Haowei Group, is establishing a private equity investment fund focused on the integrated circuit industry, with a total fundraising scale of 1.0875 billion yuan [1] Group 1: Fund Details - The fund, named Shanghai Yuanhe Puhua Private Fund Partnership, is initiated by Haowei Group's wholly-owned subsidiary, Shaoxing Wehao, in collaboration with Shanghai Guotou Xiandao Integrated Circuit Private Investment Fund Partnership [1] - The company will invest 200 million yuan as a limited partner in this fund [1] Group 2: Investment Focus - The fund will primarily invest in unlisted companies within the integrated circuit sector, including design, manufacturing, packaging and testing, equipment materials, and components [1] - This investment aims to help the company understand industry investments and development directions, seize investment opportunities, and accelerate the implementation of its development strategy [1]

格隆汇11月27日丨豪威集团(603501.SH)公布，为了把握产业投资机会，加快公司发展战略的实施，拓 展投资渠道，提升公司综合竞争能力，公司全资企业绍兴韦豪拟与上海国投先导集成电路私募投资基金 合伙企业(有限合伙)、苏州元禾控股股份有限公司、上海张江浩成创业投资有限公司、宁波前湾新区甬 投海洋产业投资合伙企业(有限合伙)参与投资苏州优纳创企业管理合伙企业(有限合伙)(以下简称"苏州 优纳创")发起设立的私募股权投资基金，基金名称为上海元禾璞华私募基金合伙企业(有限合伙)，基金 募集规模为人民币108,750万元，执行事务合伙人为苏州优纳创，基金管理人为元禾璞华同芯(苏州)投资 管理有限公司(以下简称"元禾璞华同芯")。绍兴韦豪作为有限合伙人投资人民币20,000万元认购该基金 的基金份额。 本次投资设立的基金主要聚焦投资于集成电路设计、制造和封测、装备材料和零部件等集成电路相关领 域的未上市企业。在保证公司主营业务稳健发展的前提下，本次投资将有助于公司了解产业投资及其发 展方向，把握产业投资机会，加快公司发展战略的实施，布局与公司主营业务具有协同性且符合公司发 展战略的项目。 ...

Core Viewpoint - The company aims to enhance its investment strategies and resource integration by establishing a private equity fund focused on the biomedical sector, particularly targeting late-stage clinical projects with clear commercial potential [1] Group 1: Investment Strategy - The company plans to collaborate with Hangzhou Xiaochi Private Equity Fund Management Co., Ltd. and Chengdu Guanghua Wutong Equity Investment Fund Management Co., Ltd. to set up a private equity fund named Chengdu Huiyu Xiaochi Biomedical Venture Capital Partnership (Limited Partnership) [1] - The initial subscription scale of the private equity fund is set at RMB 400 million, with the company committing RMB 150 million, representing 37.50% of the total initial subscription amount [1] Group 2: Focus Areas - The fund will primarily invest in the biomedical field, concentrating on projects that are in the critical late-stage clinical phase and possess clear commercial viability [1] Group 3: Current Status - The private equity fund is currently in the planning stage, with the partnership agreement not yet formally signed and the business registration not completed [1] - The company will proceed with the establishment, filing, and subsequent funding of the fund in accordance with relevant laws and regulations [1]

Group 1 - The core viewpoint of the articles highlights the establishment and growth of Sanrenxing, a comprehensive marketing service provider in China, founded in 2003 by Qian Jundong, with a registered capital of 210 million RMB [2][3] - Sanrenxing has over 1,500 employees and offers a full range of digital marketing and scenario marketing services, utilizing advanced technology and innovative concepts to meet client needs [2] - The company has invested in over 20 subsidiaries, including companies focused on data intelligence and digital technology [2] Group 2 - Qian Jundong, the founder and CEO of Sanrenxing, has a background in management and entrepreneurship, starting his first company while still a university student [3] - Cui Lei, Qian Jundong's wife, holds a graduate degree and has held various positions within Sanrenxing, including financial responsibilities and managerial roles [4] - In the third quarter report, Sanrenxing reported total revenue of 2.569 billion RMB, a year-on-year decrease of 16.72%, and a net profit of 144 million RMB, down 20.48% from the previous year [4]