Core Viewpoint - Shenzhen's village collective economy is undergoing a significant transformation, with the establishment of venture capital funds aimed at investing in strategic emerging industries, particularly in artificial intelligence [2][3][4]. Group 1: Fund Establishment and Scale - Two venture capital funds, the Sakata Artificial Intelligence Venture Capital Fund and the Longgang Longxing Venture Capital Fund, have been launched with a total scale of 300 million yuan, with a 10-year duration and a focus on AI and strategic emerging industries in Shenzhen [2][5]. - Nearly 40 village cooperative companies in various districts of Shenzhen have engaged in venture capital activities, indicating a broader trend beyond just these two funds [2]. Group 2: Transition from Rental to Investment - The traditional rental income model has reached its limits, prompting village collectives to seek new growth avenues through venture capital, which presents a higher risk-reward profile compared to stable rental income [3][4]. - The South Ling Village has pioneered this transition by establishing the first venture capital fund management company controlled by a village collective in 2017, leading to multiple investments in high-tech sectors [4][5]. Group 3: Challenges and Governance - The shift from being landlords to shareholders involves not only changes in funding allocation but also a fundamental rethinking of governance and decision-making processes [6][7]. - Experts emphasize the need for proper fund isolation, a dual revenue model combining rental and equity, and the establishment of a scientific decision-making mechanism to mitigate risks associated with venture capital investments [6][7]. Group 4: Unique Advantages and Collaboration - The collaboration model involving state-owned assets, village collectives, and professional institutions is seen as a unique approach, leveraging the village collectives' proximity to enterprises for better oversight and resource allocation [8][9]. - Village collectives are positioned as limited partners in the funds, allowing professional teams to manage investments while providing local insights and support [8]. Group 5: Limitations and Future Outlook - The scale of venture capital investments from village collectives remains small compared to their overall assets, indicating that this is still a tentative exploration rather than a full-scale shift [9][10]. - The transformation of Shenzhen's village collectives from rental income to venture capital is a response to economic realities, policy changes, and industry dynamics, requiring careful risk management and governance to ensure stability [9][10].

国内创投市场迎来两个"最靓的仔"。8月25日，深圳坂田人工智能创投基金、深圳龙岗龙兴创投基金签 订投资意向协议。两只基金规模预计分别为1亿元和2亿元，存续期限为10年，来自深圳市龙岗区的12 个"村集体股份合作公司"是两只基金的主要出资人。这意味着，深圳村集体经济正加速撕掉"收租度 日"标签，转向创业投资，此举将为全国农村经济转型提供"深圳样本"。 龙岗龙兴创投基金规模为2亿元，其中龙岗金控出资30%，龙兴创投50%、南岭村10%、樟树布村5%、 上李朗村5%。其中提供一半资金的龙兴创投由来自龙岗区的5家村企——南联村、南约村、龙岗村、同 乐村、龙东村共同发起设立。 坂田人工智能创投基金规模为1亿元，出资方包括坂田实业集团、岗头股份合作公司、禾坪岗股份合作 公司、风门坳股份合作公司四家村集体企业。该基金也是深圳首只街道级人工智能基金。 两只基金的管理人——南岭股权投资基金管理（深圳）有限公司也十分值得关注，它是广东首个由村集 体经济组织成立的私募股权、创投基金管理人。截至目前，该机构已投资十余个项目，涵盖生物医药、 先进制造、人工智能及电子信息等领域。 长期以来，深圳村企的主要营收来自物业租赁。近年来，受房地 ...