杭州土壤、浙大基因 "杭州是东方的硅谷，而浙大则是东方的斯坦福。"这样的比喻，流传已久。 今年2月，英国《经济学人》在一篇关于DeepSeek 的专题报道里，点名浙江大学是这家公司的背后推手之一，并直接拿"杭州与浙大"类比"硅谷与斯坦 福"。 这一比喻迅速在国外科技圈蹿红。 浙大实验室是技术源头，教授和学生一茬茬走出去，把实验室里的技术变成落地的产品； 杭州则提供试错的市场环境、愿意买单的产业客户和充足的资本资源。技术、人才、资本、场景在这里相互咬合，形成了独特的创新飞轮。 这不仅造就了名声在外的新兴互联网和AI公司，也造就了大半个储能BMS江湖。 一个引人注意巧合是： 华塑、高特、协能，这三家头部公司，都同处杭州，浙大是他们的共同"母校"。 高特电子创始人徐剑虹毕业于浙大半导体专业，曾在杭州国营厂磨练了十年； 协能科技创始人周逊伟本科和硕士毕业于浙江大学，后在美国弗吉尼亚理工获得电力电子博士学位； 华塑科技其董事长、实控人杨冬强毕业于浙江大学（原杭州大学）电子工程专业，曾在杭州的松下、摩托罗拉等公司的多个技术岗位任职。 它们的成长路径，正是"浙大基因"与"杭州土壤"结合的结果。 两年前，华塑科技创始人杨冬强 ...

Group 1 - India's recent policy limits Chinese companies' stake in joint ventures to 10% and requires technology transfer to local firms, contrasting with the 100% ownership allowed for other foreign companies [3][5] - Despite the push for "de-China" initiatives, 76% of components in India's electronics manufacturing still rely on imports from China, highlighting a contradiction in India's strategy [3][5] - The Indian government's "Production-Linked Incentive" scheme, which invested $26 billion, has not significantly improved the market share of local brands, which remains below 5% [3][5] Group 2 - The U.S. is seen as supporting India's anti-China stance, but India's steel industry faces challenges due to reliance on Chinese coking coal, leading to operational difficulties [6][8] - Recent foreign investment in India has plummeted by 40%, with manufacturing's GDP contribution dropping to 14.3%, indicating economic distress [8][10] - Historical comparisons show that while China has advanced significantly in manufacturing, India struggles to keep pace, suggesting that restrictive foreign investment policies may hinder growth [10]