以下文章来源于梧桐树资本 ，作者佰仁荟 本届佰仁荟以 "百湖联长江，资本汇江城——母基金驱动下的产业新格局" 为主题，首次让"产业"站上C位，深度探讨如何以母基金为纽带，撬动产 业升级，构筑区域经济发展的新引擎。 大会将继续秉持"非商业、不盈利，无媒体、不报道，无邀请、不参会"的办会原则，旨在为同业提供一个闭门、私密、高端、高效的沟通平台。 第五届「母基金·佰仁荟」由武汉市投促局、武汉市政府驻北京办事处主办，武汉长江新区管理委员会、江夏区人民政府、梧桐树资本承办，武汉市 委金融办协办，同时获得了兴业银行、母基金周刊、执中及LP投顾的鼎力支持。 梧桐树资本 . 梧桐树资本是一家平台型、综合性的私募股权投资机构。专注于投资硬科技、半导体、新能源新材料和医疗健康等战略新兴产业，包括母基金、风险投资 和并购基金（PE基金）三大业务板块，公司于2013年在北京成立。 2025年10月22-23日，中国母基金行业年度盛会——第五届「母基金·佰仁荟」将正式启幕"江城"武汉。 这一次，我们不谈"募资难"，只谈"产业兴"； 这一次，让母基金真正成为产业生态的"超级接口"。 感受中部崛起战略脉搏，抢占政策与市场先机 随着国家"中 ...

Core Viewpoint - The economic gap between Hubei and Henan is narrowing, with Hubei expected to potentially surpass Henan as the "first province in Central China" by mid-2025, marking a significant shift in regional economic dynamics [1][9]. Economic Performance - As of mid-2025, the GDP difference between Hubei and Henan is only 200 billion yuan, with Hubei having closed a gap of over 700 billion yuan from 2020 to 2024 [1]. - Hubei's GDP growth is significantly driven by its booming foreign trade, with a total import and export value exceeding 400 billion yuan in the first half of 2025, marking a 28.4% year-on-year increase [3][4]. Foreign Trade Dynamics - Hubei's foreign trade has shown remarkable growth, with exports in the first half of 2025 reaching 2.8 trillion yuan, a 38.8% increase compared to the previous year, outpacing Henan's growth [9][10]. - The province's trade with countries involved in the Belt and Road Initiative has also surged, with a 32.6% increase, accounting for over 50% of Hubei's total trade [4]. Industrial and Investment Growth - Hubei's industrial output value increased by 7.9% in the first half of 2025, with high-tech manufacturing growing by 14.4%, contributing significantly to overall industrial growth [5][6]. - In contrast, Henan's high-tech manufacturing sector also saw a 14.9% increase, indicating a competitive industrial landscape [11]. Investment Trends - Hubei's private investment growth reached 6.2% in the first half of 2025, significantly higher than the national average, reflecting strong investor confidence [6]. - Henan's industrial transformation is underway, with significant investments in new energy vehicles and high-tech industries, although traditional industries still dominate [12][13]. Conclusion on Regional Competition - The competition between Hubei and Henan for economic supremacy in Central China highlights the broader regional dynamics, where collaboration among the six central provinces may be essential for collective growth [13].

Group 1 - Hubei Province's high-tech enterprises have increased by 2.9 times since the beginning of the 14th Five-Year Plan, with projections to exceed 30,000 by 2024, ranking first in Central China [1] - The province's focus on emerging industries, represented by "light, chip, screen, terminal, and network," is seen as a new competitive advantage, with key clusters continuously developing [1] - By 2024, three major industries in Hubei—optoelectronics information, automotive manufacturing and services, and health—are expected to surpass 1 trillion yuan in scale, while several advantageous industries will exceed 500 billion yuan [1] Group 2 - The biopharmaceutical manufacturing revenue in Hubei is projected to reach 123.5 billion yuan in 2024, reflecting a year-on-year growth of 3.5% [1] - China Information Communication Technology Group is focusing on AI and computing infrastructure opportunities, aiming to enhance development scale and strengthen collaboration with leading enterprises in Hubei [2] - Hubei will continue to increase support for strategic emerging industries, emphasizing the construction of innovation platforms led by national laboratories and research institutions [2]

Core Viewpoint - Wuhan's biotechnology company He Yuan has received approval for its recombinant human albumin injection, which will benefit patients with liver cirrhosis and low albumin levels, reflecting the city's vibrant innovation in manufacturing [1] Traditional Industry Transformation and Upgrading - Dongfeng Motor Corporation, based in Wuhan, has developed a new energy vehicle equipped with the DF30 chip, which has passed cold climate testing and is set for mass production next year [1] - The high-tech manufacturing sector in Wuhan saw a 15.7% year-on-year increase in added value in the first half of the year, accounting for 24.6% of the total industrial added value [1] New Industry Development - Wuhan's optical electronics industry is thriving, with the East Lake High-tech Development Zone expanding its advantages in this sector, achieving a scale exceeding 600 billion yuan [2] - Changfei Optical Fiber and Cable Co., Ltd. has launched air-core optical fibers, significantly enhancing signal transmission speed [2] - Huazhong University of Science and Technology has developed intelligent equipment for laser etching, capable of creating precise textures on various materials [2] Future Industry Layout - Wuhan is making strides in the field of brain-computer interfaces, having launched medical service pricing for this technology and completed the first implantation surgery in Central China [4] - The city is focusing on 13 sub-sectors, including brain-computer interfaces and humanoid robots, to establish a competitive future industry development hub [4] Government Support and Strategic Vision - The establishment of a collaborative innovation consortium for automotive-grade chips in Hubei province highlights the government's support for technological advancements in the automotive sector [2] - Wuhan aims for an annual growth rate of over 20% in emerging industries, reflecting a commitment to enhancing quality and efficiency [3] - The local government emphasizes the importance of technological innovation in building a modern industrial system and improving development quality [5]

Core Insights - Hubei Province's high-tech manufacturing industry achieved a value-added growth of 14.4% in the first half of 2025, contributing to a 7.9% increase in industrial value-added for enterprises above designated size, indicating a strong integration of technological and industrial innovation as a driving force for new productivity [1][5] Group 1: Traditional and Emerging Industries - Hubei is advancing in traditional, emerging, and future industries simultaneously, with significant developments in sectors such as automotive, steel, and chemicals, alongside rapid growth in new industries like "light, chip, screen, terminal, and network" and health technology [3][5] - The province has seen the launch of over 10 new energy vehicle models and the completion of projects like the 0.1mm non-oriented silicon steel by Wuhan Iron and Steel, showcasing the ongoing transformation and upgrading of traditional industries [3][5] Group 2: Robotics and 6G Technology - The development of humanoid robots is gaining momentum, with over 10 local humanoid robot products launched since the implementation of the "Hubei Humanoid Robot Industry Development Breakthrough Project" in March 2024 [1][3] - China Information Communication Technology Group, based in Wuhan, is positioning itself for the 6G era with thousands of core patents and a focus on key technologies such as star-ground integration and ultra-dimensional antennas [3] Group 3: Innovation Ecosystem - The East Lake High-tech Zone has established a service system for "Gazelle" enterprises, nurturing 1,862 such companies, which are characterized by high R&D personnel ratios and significant financing [6][8] - The establishment of the "Huangshi (Wuhan) Offshore Science and Technology Park" aims to leverage resources between Wuhan and Huangshi, promoting innovation-driven development [8] Group 4: Technology Transfer and Industrial Development - The launch of the Wuhan New Energy Research Institute's concept verification center aims to facilitate the transformation of scientific and technological achievements in the new energy sector [9] - Hubei has over 600 provincial-level incubation institutions, with a technical contract transaction volume of 318.77 billion yuan in the first half of the year, reflecting a 10.55% year-on-year growth [11]