Core Viewpoint - The establishment of the Zhiwei Capital's first fund, Zhiwei Pinnacle Fund, with a scale of 1.5 billion yuan, aims to promote technological innovation and support the development of the semiconductor industry in China [1][2]. Group 1: Fund and Investment Strategy - Zhiwei Capital is a professional investment platform initiated by Zhongwei Company, focusing on semiconductors, semi-conductors, and strategic emerging fields [1]. - The Zhiwei Pinnacle Fund is designed to create an ecological investment system that covers the entire industry chain, aiming to drive collaborative innovation within the semiconductor sector [1][3]. - The fund's establishment is seen as a key move in Zhongwei Company's three-dimensional development strategy in the capital field [1]. Group 2: Industry Collaboration and Goals - The goal is to transform the Lingang New Area into a new engine for Shanghai's integrated circuit industry and a bridgehead for independent innovation in China's semiconductor industry [2]. - Zhiwei Capital aims to empower the industry and foster strategic cooperation among investors, portfolio companies, and Zhongwei Company [2]. - The establishment of Zhiwei Capital is viewed as an important measure to implement the "industry + capital" dual-drive strategy [2]. Group 3: Partnerships and Future Plans - Zhiwei Capital will collaborate with various partners, including state-owned enterprises, to strengthen the synergy of the industry chain and build a dual-platform for research and industry projects [2][3]. - The fund is expected to provide "patient capital" necessary for breakthroughs in the semiconductor industry, facilitating the construction of China's semiconductor ecosystem [3]. - Strategic cooperation agreements were signed with several organizations, including the Lingang New Area Management Committee and major financial institutions, to enhance collaboration [3].

智微资本创始合伙人刘晓宇表示，智微资本将以智微攀峰基金成立为起点，将和诸多出资人等合作伙伴 一起全力以赴深耕产业，共同助力科创企业实现创新发展与跨越腾飞。 智微资本当天还与临港新片区管委会、中保投资公司、上海科创集团、国泰海通、中信证券、中金公司 签署了战略合作协议。各方未来将围绕资源共享、产业发展、金融赋能、生态共建等方面展开多层次合 作，携手构建覆盖产业链上下游的协同合作生态。 中微公司董事长、总经理尹志尧表示，首期智微攀峰基金启航既是中微公司三维发展战略在资本领域的 关键落子，更是中国半导体产业生态协同发展的全新起点。依托智微资本的专业化投资管理能力，中微 公司将携手智微资本，重点布局行业核心环节，助力产业链协同创新。 上海国投公司党委书记、董事长袁国华表示，智微资本的设立是践行"产业+资本"双轮驱动战略的重要 举措。上海国投公司旗下上海科创集团陪伴中微公司20年成长，此次深度参与智微资本首期智微攀峰基 金，旨在发挥国有资本在集成电路等先导产业发展中的引领和放大作用。 国泰海通党委书记、董事长朱健表示，智微资本的启航是中微公司从"自身创新"迈向"生态共创"的战略 升级，国泰海通将作为长期合作伙伴，全力协 ...

公告显示，本次投资将促进优势资源共享整合，实现产业与资本融合，提升核心竞争力，且投资基金可 通过项目投资实现资本增值，为公司的战略发展目标服务，从而更好的实现公司可持续发展。 分析人士指出，中际旭创在保持主营业务高速增长、坚持高分红回报股东的同时，通过产业基金延伸布 局，显示出公司对未来科技产业发展的深度看好和战略前瞻。这一"产业+资本"双轮驱动的模式，或将 为公司打造新的增长极，进一步巩固其在全球光模块市场的领先地位。 该公司也在公告中提示，产业投资基金在实际运营中可能面临资金未能及时到位、宏观环境变化、项目 选择等风险，公司将协同其他合作方积极防范风险，努力保障投资回报与股东权益。 （文章来源：证券日报） 9月26日晚间，中际旭创股份有限公司（以下简称"中际旭创"）披露2025年半年度权益分派实施方案及 参与设立产业投资基金的最新进展。该公司拟以总股本约11.11亿股为基数，每10股派发现金红利4元 （含税），合计派发现金红利约4.44亿元，持续以高比例分红回报投资者。 根据公告，本次分红股权登记日为2025年10月10日，除权除息日为10月13日。公告显示，该公司半年度 利润分配方案已在9月17日召开的 ...

中国基金报记者吴君 7月29日晚间，在科创板上市的中国通号宣布，旗下通号创业投资基金管理（北京）有限公司（以下简称通号基金）在中国证券投资基金业协会（以下简 称协会）完成了私募基金管理人登记备案。通号基金将联合中央企业、地方资源、金融机构等，发起设立多只基金，围绕智能轨交、智能低空、智慧城 市、智能作业等领域开展投资布局。 具体来看，协会网站信息显示，通号基金成立于2025年5月9日，注册资本为1亿元，实缴资本为5000万元，目前有7名全职员工，注册和办公地都在北京市 丰台区。通号基金于7月29日完成私募股权、创业投资基金管理人登记。 【导读】中国通号旗下私募管理人完成备案，发力智能轨交、智能低空等领域 | 通号基金由通号集团资本运营有限公司（以下简称通号资本）100%持股。中国通号称，通号基金完成私募管理人备案，既是通号资本在积极打造主动管 | | --- | 理型央企资本平台道路上迈出的坚实一步，也是中国通号在深化落实"产业+资本"双轮驱动战略方面取得的新突破。 | 出资人 | 序号 | 姓名/名称 | 认缴比例 | | --- | --- | --- | --- | | | | 通号集团资本运营有限公司 ...

Core Viewpoint - China Communications Signal Group has established a private equity fund management company, CRSC Venture Capital Investment Fund Management (Beijing) Co., Ltd, to invest in smart rail transit, smart low-altitude, smart cities, and intelligent operations [2][4]. Group 1: Fund Establishment and Structure - The fund was registered on July 29, 2025, with a registered capital of 100 million yuan and a paid-in capital of 50 million yuan [4][5]. - The fund is fully owned by China Communications Signal Group Capital Operation Co., Ltd, which aims to create an actively managed capital platform for central enterprises [5][6]. - The fund will manage the entire process of fundraising, investment, management, and exit in a standardized and professional manner [6]. Group 2: Investment Focus and Strategy - The fund plans to collaborate with central enterprises, local resources, and financial institutions to establish multiple funds [6]. - It will leverage China Communications Signal's core technology advantages in smart control to accelerate the development of the smart terminal equipment industry [6]. - The investment strategy aims to address weaknesses and enhance strengths within the company, creating new growth points through fund investments [6]. Group 3: Leadership and Expertise - The fund's legal representative and general manager, He Chuan, has extensive experience in equity direct investment and has previously worked with various financial institutions [6]. - He Chuan has been involved in establishing multiple CVC technology innovation funds, focusing on sectors such as equipment manufacturing, intelligent transportation, TMT, and artificial intelligence [6]. Group 4: Company Background - China Communications Signal Group, founded in 1953, is a large central enterprise directly supervised by the State-owned Assets Supervision and Administration Commission [7]. - The company specializes in high-tech industries with a focus on intelligent control technology and is a provider of rail transit control systems [7].

专题：金麒麟|2025金牌董秘评选 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 由新浪财经主办的第十一届金麒麟·金牌董秘评选火热进行中！评选期间推出《董秘说》专访活动，助 力投资者深入了解上市公司资本价值和发展战略。本期，董秘谢华做客《董秘说》，带你走进广电运通 >>给他投票 新浪财经：欢迎谢总做客《董秘说》，请您简单介绍一下公司的基本情况。 谢华：大家好，我是广电运通的副总经理、董事会秘书谢华，很高兴参加新浪财经《董秘说》活动，跟 大家一起探讨与交流。 广电运通创立于1999年，隶属于广州数字科技集团，是国有控股的高科技上市企业（证券代码： 002152）。公司从国内金融自助设备起步，通过自主研发突破循环机芯等核心技术，逐渐成长为金融智 能设备行业龙头企业。凭借多年来积累的场景落地能力、技术研发、供应链等优势，公司积极把握国家 战略发展机遇，布局算法、算力、数据、场景四大人工智能要素协同发展，以科技赋能千行百业的数智 化升级需求。2024年，公司营业收入首次突破百亿元，创历史新高，综合实力再上新台阶。 目前公司围绕金融科技、城市智能和智慧交通领域率先布局数字化转型业务，积极探索 ...

8月10日，作为2025世界机器人大会的重要专场活动，由首程控股(00697.HK)主办的"机器人创投主题交 流会"在北京亦创国际会展中心主会场重磅登场。论坛现场发布了"2025中国最具投资价值机器人公司 TOP20"与"2025中国最具成长潜力机器人公司TOP30"两大榜单，吸引了国内顶尖机器人企业创始人、 产业领袖、学术专家和投资机构代表齐聚一堂，共同探讨在"机器人量产元年"背景下的技术变革与资本 逻辑。 作为本届世界机器人大会中最具资本穿透力的专场，论坛的主办方——首程控股，正凭借独特的"产业 +资本"双轮驱动模式，从一级市场的活跃投资人，升级为引导产业生态构建、推动技术应用落地的"链 主资本"代表。其背后，是一套区别于传统投资机构的全链条赋能体系，也为当前AI时代下的机器人产 业注入了深层次的动能。 三、"资本+场景+生态"的平台化打法，构建估值与交付闭环 这套打法，也体现在其机器人产业的系统性布局中。截至2025年6月，首程控股旗下首程资本已布局数 十家机器人相关企业，涵盖人形机器人(宇树科技)、具身智能平台(星海图)、AI运动控制芯片(银河通 用)、小型人形与工业机器人(加速进化)、认知导航(云深 ...

Core Viewpoint - Junsheng Electronics is advancing its Hong Kong IPO and aims for a dual listing ("A+H") while its founder Wang Jianfeng and several executives have increased their holdings in the company, indicating confidence in its future prospects [2][8]. Group 1: Company Background - Junsheng Electronics, founded by Wang Jianfeng, has become a leading supplier in the automotive electronics sector and the second-largest automotive safety supplier globally [2][4]. - Wang Jianfeng's entrepreneurial journey began in the automotive parts industry after transitioning from an art background, showcasing his adaptability and strategic vision [3][4]. Group 2: Recent Developments - The company's major shareholders, including Wang Jianfeng, have collectively invested approximately 3.31 million yuan in share buybacks, with the plan already over halfway implemented [8]. - Junsheng Electronics is currently undergoing a significant transformation, including the acquisition of ShanShan Co., which has allowed it to become the controlling shareholder [6][7]. Group 3: Financial Performance - In 2023, Junsheng Electronics reported a revenue of 55.86 billion yuan, remaining stable compared to 2024, while the net profit attributable to shareholders decreased by 11.33% to 960 million yuan [6][7]. - The company faced challenges with the acquisition of KSS, leading to a substantial goodwill impairment of approximately 2.02 billion yuan in 2021 [6].

Core Insights - The sixth Multinational Corporation Leaders Summit held in Qingdao from June 18 to 20 highlights Shandong's role as a hub for global resources and capital, showcasing its commitment to high-level openness and mutual benefits [1][16] - The summit emphasizes the integration of market demand and resource advantages, moving beyond simple investment promotion to a more collaborative approach [3][4] Group 1: Summit Features - This year's summit features 28 industry chain investigation routes and various specialized activities aimed at deepening connections between multinational companies and local resources [3] - The participation of 570 global corporate guests, with 131 first-time attendees, indicates a strong attraction of emerging market enterprises to Shandong [4] - The summit includes forums on emerging industries such as general aviation, low-altitude economy, and artificial intelligence, providing a roadmap for multinational companies [4][5] Group 2: Economic and Industrial Context - Shandong boasts a robust industrial system with all 41 industrial categories represented, supporting both traditional manufacturing and emerging industries [6] - The province's GDP grew by 6.0% year-on-year in the first quarter, providing a stable economic environment for multinational companies [6] - The high-tech industry in Shandong is projected to account for over 52% of industrial output by 2024, with nearly 1,000 AI companies contributing to a scale exceeding 100 billion [6] Group 3: Open Platforms and Investment Environment - Shandong's open platforms, such as the Qingdao Port and the Shandong Free Trade Zone, facilitate significant foreign investment, with annual growth rates in foreign trade and actual foreign investment exceeding provincial averages [8] - The province has implemented a service platform to address foreign enterprises' needs, resolving over 1,400 issues for foreign companies [8][9] - The successful establishment of foreign enterprises like Ediwos in Qingdao underscores the positive impact of Shandong's business environment on foreign investment [9] Group 4: Future Prospects and Strategic Goals - The summit is expected to enhance cooperation in emerging fields, with R&D investment in Shandong's foreign-funded industrial enterprises increasing from 18.29 billion to 23.36 billion from 2020 to 2023 [14] - The introduction of the "Summit Consumption Week" aims to transform the summit's economic impact into consumer engagement, enhancing local consumption [15] - The summit aligns with international trade rules, promoting Shandong's integration into global standards and enhancing its competitive edge [15]