Core Viewpoint - The article emphasizes the importance of using platforms like Qichacha to discover valuable information about companies and potential investment opportunities through monitoring changes in corporate structures and ownership [1]. Group 1: Company Acquisitions - Zhiyuan Robotics initiated the acquisition of Shuangwei New Materials, with significant backing from major players like BYD and SAIC Group [3][4]. - The acquisition process highlights the trend of established companies investing in startups to enhance their technological capabilities [3]. Group 2: Investment Trends - Source Code Capital became the largest shareholder of the startup Zhichun Technology, indicating a strategic move into the semiconductor design sector [9][11]. - The article notes that direct acquisitions of startups by investment firms are relatively rare, suggesting a shift in investment strategies within the industry [11]. Group 3: Notable Individuals - Wang Yu, a prominent figure in the AI sector, became the largest shareholder of the startup Wuwen Xinqiong, which is expected to positively impact the AI industry in China [14][16]. - The article discusses the potential future contributions of entrepreneurs like Yao Song, who has left his position at Dongfang Space, hinting at new ventures in the investment landscape [5][7]. Group 4: Corporate Changes and Financing - The article suggests that changes in corporate registration and capital increases can be indicators of financing rounds, which can be tracked through Qichacha [18]. - It raises the possibility that some companies may rely on relocation and structural changes to facilitate funding rather than solely on their operational performance [18]. Group 5: Market Dynamics - The article advises investors to monitor past high-valuation projects for signs of ongoing financing or potential legal issues, which could indicate underlying problems within those companies [20][21]. - It suggests that frequent checks on platforms like Qichacha can help investors maintain realistic expectations and stay informed about their investments [23].

点进来本文的，应该已经比较理解目前一级市场中，招商行为和投资行为的混同。政府给机构出资，机 构投项目的同时，要求项目返投落地到当地。 返投落地又可以分为几种：落地壳公司，落地没有重要业务的子公司，落地产线，以及 ... 总部落地。 总部落地的意思就是，之前注册在 A 城市的企业，现在在工商层面把注册地迁到 B 城市。或者直接在 B市 新成立一个主体，控股原来 A市 的主体。 至于团队是不是也要从 A 迁到 B ，产线、业务是不是也要从 A 迁到 B ，都是谈的。看 B 给哪些条件， 看哪个城市对企业发展最有利。 政府为什么喜欢总部过来呢？ 因为贡献的 gdp 和税收不一样，甚至如果这个项目上市了， 当地产生一家上市公司，这对地方政府来 说是非常重要的政绩。 现在很多项目在谈落地的时候，地方政府也会直接问：有没有可能，总部落到我这来？ 有需求，就会有供给。 于是，稍微懂行的创始人都会把迁总部落地作为融资的一项绑定条件。 fa 有时候也会给类似的建议。 大家可能会先市场化融资，如果实在融不到了，把迁总部的这项条件拿出来，我接受总部搬迁，哪家政 府愿意投我？ 凭本事融资，融不到了，那就只能"卖身"了。 但是迁总部可 ...