南方财经9月30日电，市北高新9月30日在互动平台表示，公司作为央视融媒体产业投资基金（有限合 伙）的有限合伙人，占基金2.69%份额。央视融媒体基金于2022年6月投资沐曦集成电路（上海）股份 有限公司，于2023年12月投资长江存储控股股份有限公司。公司不参与基金的日常经营管理，且公司在 间接参股公司中投资占比较低，不会对公司经营业绩产生重大影响。 ...

Core Insights - The establishment of Changcun Phase III (Wuhan) Integrated Circuit Co., Ltd. with a registered capital of 20.72 billion yuan marks a significant development in the semiconductor industry, backed by substantial state-owned capital from Hubei [2][3] - 2024 is anticipated to be a pivotal year for state-owned semiconductor funds, with multiple funds established in 2023 beginning to engage in practical investments [3][4] - The National Fund Phase III, with a scale of 344 billion yuan, is a key player in the semiconductor industry, and its first potential investment project has emerged involving Tuojing Technology [5][6] Group 1: National and Local Semiconductor Funds - The National Fund Phase III has registered three subsidiary funds with significant capital, indicating a strong commitment to the semiconductor sector [5] - Local funds in regions like Shanghai and Jiangsu are actively establishing sub-funds and making direct investments, reflecting a trend towards practical engagement in the semiconductor industry [6][7] - The establishment of the Wuxi Integrated Circuit Industry Special Fund and the Zhejiang Integrated Circuit Industry Fund highlights the regional focus on semiconductor investments [8][9] Group 2: Investment Trends and Strategies - New funds in cities like Hangzhou and Shenzhen are emerging, focusing on specific segments of the semiconductor industry, indicating a shift towards targeted investments rather than broad-based funding [9][10] - The investment landscape is characterized by a concentration of resources in regions with established industrial chains and leading enterprises, which is essential for successful semiconductor projects [11] - The high capital requirements and long investment cycles in the semiconductor industry are leading to a more cautious approach to fund establishment, with a focus on project readiness [10][11]

Group 1 - The company plans to invest in a fund established by Tongchuan Puyou Jiuzhou Fund Management Co., Ltd. to enhance its core competitiveness and achieve synergy in its upstream and downstream business operations [1][6] - The investment fund, named "Zhan Su Wei Lai (Jiaxing) Equity Investment Partnership (Limited Partnership)," aims to invest in high-quality unlisted companies in the semiconductor industry chain [1][18] - The investment does not constitute a related party transaction or a major asset restructuring as per relevant regulations [1][6] Group 2 - Tongchuan Puyou Jiuzhou Fund Management Co., Ltd. was established on April 25, 2017, with a registered capital of RMB 23.4 million and is a registered private fund manager [2][3] - The fund's primary investment areas include semiconductors, commercial aerospace, digital technology, and robotics [2][3] Group 3 - The partnership agreement stipulates that the fund will have a total subscribed capital of RMB 41.1 million, with the company contributing RMB 20 million, representing 48.66% of the total [8][9] - The fund will operate on a closed basis during its initial term, which is set for five years, with an investment period followed by an exit period [9][10] Group 4 - The investment aims to leverage the expertise and resources of professional investment institutions to enhance the company's resource allocation and profitability [18][19] - The investment will not affect the company's normal operations or financial status significantly, and it does not harm the interests of the company and its shareholders [18][19]

Group 1 - Shenzhen Zhongtian Decoration Co., Ltd. (the "Company") has invested in Dongyang Zhongjing Xinjie Enterprise Management Partnership (Limited Partnership) ("Zhongjing Xinjie") by acquiring a 17.3762% partnership interest, which is aimed at investing in high-growth semiconductor industry targets [2] - Zhongtian Jingyi, a wholly-owned subsidiary of the Company, has completed the investment agreements related to the semiconductor sector, including agreements with Xinjie (Shanghai) Semiconductor Co., Ltd. and other entities [2] - The registered capital of Xinjie (Shanghai) Semiconductor Co., Ltd. has increased from 10 million RMB to 33.33333 million RMB, with Zhongjing Xinjie contributing 23.33333 million RMB, resulting in an indirect equity stake of 12.1633% for Zhongtian Jingyi in Shanghai Xinjie [3] Group 2 - Shanghai Xinjie plans to hold a 69.8918% stake in Hefei Xinfeng Technology Co., Ltd., which will lead to an indirect equity stake of 8.5012% for Zhongtian Jingyi in Xinfeng Technology [3] - The business scope of Shanghai Xinjie includes sales of semiconductor devices, computer hardware and software, electronic products, and various technical services [2]

长春： 我个人认为的一个重要原因，是当地科研力量的支撑。 长光辰芯、奥普光电、长光集智、求是光谱、禹衡光学。以上企业的注册地在长春。核心技术也主要来 自于长春光机所。 前几篇都是写整个家乡，没有具体提及哪个城市。今天我把视角聚焦，聚焦到两个城市：长春和沈 阳。 写这两个城市是因为，在我做半导体投资以来，看到很多这两个城市的项目都做到了细分赛道的头部。 反而和家乡在全国的经济地位、整体形象似乎有些不符。 长春有吉林大学，有中科院长春光机所。沈阳有东北大学，有中科院金属研究所，沈阳自动化所。 我所见到的两所城市的知名半导体项目有： 大基金是由各央企、地方政府出资，目前累计已经有三期基金，一二三期合计数千亿元资金投向了半导 体产业。可以看作是国家在半导体领域的"集中力量办大事"。 长光华芯、凌云光、国望光学，注册地并不在长春，但是和长春光机所有紧密关联。 沈阳： 拓荆，富创，芯源微，和研科技，中科仪，新松半导体，汉科半导体，星光陶瓷。 以上近 20 家企业，全部都是半导体各细领域的头部企业，为我国半导体产业的发展，为应对漂亮国的 封锁，做出了巨大贡献。 有些出乎意料对不对。 但是。接下来是我想说的但是的部分。 最能 ...