据iBrandi品创11月4日报道称，国货羽绒服品牌「高梵」已完成新一轮融资，投资方为雷军旗下的顺为资本。即使高梵对此的表态是"不作回应"，但事实上 雷军与高梵的"牵手"有迹可循。顺为资本由雷军和许达来创立于2011年，顺为资本，一个自带流量的投资公司。因其董事长和创始合伙人是小米集团董事长 雷军，一度曾被怀疑是小米的投资部门。那么雷军的顺为资本为何看上高梵？ 1 顺为资本的投资逻辑：空白领域 顺为资本的投资逻辑一向明确，他们擅长"顺势而为"，在科技、消费和新品牌赛道中，总是寻找结构性增长机会。当一个行业出现新的消费分层或者供给断 层时，顺为资本往往率先入场。在羽绒服这个传统而又正在重塑的赛道上，高梵正是这样的"断层"机会。 过去几年，平价羽绒服赛道经历了快速扩张和激烈内卷，然而早已被过往经验证明增收不增利。以鸭鸭为例，这家传统品牌早在2020年就入局抖音电商，跑 通了直播间爆款模式，多次登上抖音服饰榜首。然而随着直播间和短视频渠道的普及，各类羽绒源头工厂与白牌商家大量入场，低价成为流量密码，平价羽 绒服品牌的生存空间被大幅压缩。同时，原材料价格上涨，质量问题频发，使品牌形象受到严重损害。早在2012年，高梵 ...

Core Insights - The global wafer foundry market is expected to rebound rapidly in 2024, driven by high demand for high-performance computing chips, smartphone chips, and advanced automotive chips [2] - In Q1 2025, the global wafer foundry business revenue increased by 27% year-on-year, marking the fifth consecutive quarter of recovery, although it experienced a 5% quarter-on-quarter decline due to seasonal factors [2] - Chinese domestic company Chipalliance has shown impressive performance, surpassing South Korea's Dongbu HiTek in overall revenue since Q3 2024, ranking 11th globally in wafer foundry business [4] Industry Events - The 2025 TrendBank (5th) Lithography Materials Industry Conference will be held from July 8-10 in Hefei, focusing on in-depth discussions of the lithography materials supply chain and industry development [7] - The conference aims to create an efficient communication platform for government, industry, academia, research, and capital, promoting collaborative innovation in the lithography materials industry [7] Company Overview - TrendBank is a leading industry research and data company in China, providing data, research, consulting, and conference services to support decision-making and business development resources [12]