导读： 年末掷金5亿，宁德时代又一重磅布局。 作者｜FOFWEEKLY 而值得关注的是，几乎在同一时间，宁波甬元发布一则新闻宣布：牵手星巴克中国"新伙伴"，头 部基金落子宁波，助力宁波新质生产力加速崛起。 文章中提及甬元投资牵手博裕投资，共同在宁波组建博裕新智新产股权投资基金，该基金与上述提 到的基金系同一只。 而除了宁德时代外，洛阳钼业、伊泰B股等上市公司也相继公告参与出资该基金。 由于博裕资本在消费领域深厚的积累，以及此前对于星巴克收购事件，有相关人士推测，该基金或 与星巴克中国的资本运作存在关联，可能作为其收购主体。这一猜测为此次出资增添了一层产业并 购的想象空间。 2025年，与腾讯、阿里等一度"消失"的超级LP步调相似，宁德时代重新开启了出资模式。 岁末之际，其一出手便是5个亿，参投博裕资本旗下新基金，这一动作不仅是个体战略的延续，也 是2025年底中国创投市场的一个重要信号——市场回暖。 年末掷金5亿 "宁王"年底"扫货"，又大手笔出资了。 2025年底，宁德时代的一则公告，又将这个"超级LP"拉回到聚光灯下。公司宣布使用自有资金5 亿元，参与投资"博裕新智新产（宁波）股权投资合伙企业（有限合伙） ...

Core Viewpoint - The primary focus of the article is the resurgence of the primary market, with a notable return of Limited Partners (LPs) who had previously withdrawn from the investment scene, indicating a positive shift in market sentiment [2][3]. Fundraising Market - The fundraising market has seen a significant uptick, with multiple institutions announcing the completion of new fundraises, including a revival of previously slowed dollar funds [3]. - Data indicates a marked increase in fundraising, investment, and exit activities, suggesting a robust recovery in the market [3]. Return of LPs - A noteworthy trend is the gradual return of major LPs, including foreign LPs, who are showing renewed interest in the market [3]. - Fang Yuyou, co-founder of Proya, has recently invested 20 million in a consumer equity investment fund, highlighting the active role of individual LPs in the current market [7][8]. Market Dynamics - The investment landscape is experiencing a structural "warming" after years of capital winter and valuation adjustments, with significant increases in LP activity [10]. - In September, LP investment activity reached a peak, with a 40.3% month-on-month increase and a 38.3% year-on-year increase, marking the highest level of activity this year [10]. Fund Registration - The number of newly registered private equity and venture capital funds in September was 557, representing a 51.4% month-on-month increase and an 84.4% year-on-year increase, indicating a strong recovery in fund registrations [10]. Investment Trends - Early-stage investment institutions are particularly active, with reports of tripling the number of projects invested in compared to the previous year [10]. - There is a noticeable increase in roadshows and industry conferences, with investors actively seeking opportunities in popular projects [11]. Conclusion - The signals of market recovery are becoming increasingly clear, with LPs becoming more proactive in their investments as supportive policies are implemented [13].

今年以来， 中东主权财富基金正在以前所未有的方式关注中国市场。 2025年11月6日，在"深圳创投日"三周年活动上，《深圳市推动海外主权基金来深投资工作方案 （2025-2027）》正式发布，为海外资本投资中国开辟了一条更顺畅的通道。 深圳重磅出击 导读： 深圳再次以创新政策撬动全球资本格局。 作者丨FOFWEEKLY "去年，海外LP还持观望态度，今年明显感觉他们主动起来了。"一位创投机构合伙人透露，最近 几个月，他接待了多批来自中东和新加坡的主权基金代表。 数据显示，近年来，海外主权基金持续加大对中国市场的配置力度。2024年，主权基金对华投资 中，62%资金来自中东地区，投资规模接近100亿美元。 在11月6日举办的深圳创投日三周年活动上，深圳市正式发布《深圳市推动海外主权基金来深投资 工作方案》（以下简称《方案》）。《方案》推出十大核心举措，从协调机制、落地支持、投融资 便利化、项目对接等多维度发力，旨在吸引全球海外主权基金落地深圳，深化跨境资本合作，为深 圳"20+8"现代产业体系注入强劲动力。 具体来看，有多个重磅举措，包括提出健全"全市一盘棋"协调保障机制。建立海外主权基金招引工 作市级统筹调度 ...

Group 1 - The core viewpoint of the article highlights the significant recovery in the venture capital market, particularly in Jiangsu Province, where the strategic emerging industry mother fund has surpassed 100 billion yuan in scale [1][3][5] - The Jiangsu strategic emerging industry mother fund has launched its third batch of five specialized funds, adding a scale of 15.5 billion yuan, bringing the total to over 106.9 billion yuan within a year [3][4] - The fund's operational efficiency is attributed to institutional innovations, including revised management measures that encourage collaboration with state-owned enterprises and international investment institutions [4][9] Group 2 - Jiangsu Province leads in LP (Limited Partner) investment activity, with over 50% of contributions coming from Jiangsu LPs in new funds, indicating a strong focus on industrial collaboration rather than merely meeting return indicators [5][9] - The province has seen a surge in the establishment of mother funds across various cities, with significant announcements from cities like Suzhou and Wuxi regarding new funds aimed at high-end manufacturing and biotechnology [7][8] - Investment events in Jiangsu are at the forefront, with 100 reported cases totaling 6.257 billion yuan in June 2025, reflecting the region's vibrant investment climate [10][11]

Core Viewpoint - The article emphasizes the importance of staying updated with the latest trends and developments in the investment sector, particularly in the context of venture capital and startup ecosystems [1] Summary by Relevant Sections - The article discusses the vibrant nature of the investment landscape, highlighting the increasing interest in innovative startups and the potential for high returns [1] - It notes the significance of networking and collaboration within the investment community to identify promising opportunities [1] - The piece also touches on the evolving strategies of investors, focusing on sectors that are gaining traction in the current market environment [1]

复苏来了吗？ 作者 I 杨继云 报道 I 投资界PEdaily 春江水暖，往往始于招人。 以往春节过后，通常都会有一波VC招聘。但最近几年"逃离一级市场"的声音不绝于耳， 裁员收缩席卷VC圈。直至今年，气氛悄悄发生一些变化——De e pSe e k爆红，掀起中国科 技资产重估浪潮，VC又开始忙碌起来。 仅在今天（3月5日），达晨财智、丰年资本都开放年度最大招聘需求，涉及众多岗位， 更显而易见的是对AI、具身智能、半导体、自动驾驶等科技领域的全面加码—— "未来十年，科技是最大的确定性，本土科技还有很多机会等待我们发掘。" 过去一个月，投资界与各家VC/PE交流中发现，酝酿招人计划的机构不在少数。而多位 创投大佬不约而同地表达了一个共同观察：一级市场开始局部回暖。 VC圈第一波招聘来了 "春节回来，招聘需求肉眼可见地多了起来，甚至有VC机构一连提了8个岗位需求。"一 级市场的猎头们率先感到了一丝回暖。 猎头还透露一家头部双币基金，正面向市场招募一名专注AI领域的投资人，职级视经验 而定，要求主导过AI领域投资项目，有大模型或AI应用层成功退出案例者加分。当中还 有一个硬性要求： 9 0后，紧跟AI前沿发展。 ...