更值得关注的是，这些企业的技术根基均深深扎根于清华大学的科研土壤。储能巨头海博思创从清华科技园起步，在启迪之星孵化器和清控银杏等具有清 华背景的资本支持下快速成长，今年1月上市至今股价已上涨12倍。半导体企业新恒汇、峰绍科技，新材料公司天和磁材等，也都展现了清华在基础研究 和应用开发方面的深厚积累。 值得注意的是，清华系的创新动能仍在持续迸发。由清华计算机博士陈建宇创立的星动纪元，依托交叉信息研究院的技术积累，今年7月完成了约5亿元A 轮融资，清华系资本清控基金持续加持。在世界机器人运动会夺冠的"加速进化"团队，其核心成员同样来自清华机器人控制实验室。此外，AI+机器人独 角兽梅卡曼德、大模型企业智谱AI等清华校友企业已启动IPO流程，预示着下一轮资本收获期即将到来。 文章来源：水木TsinghuaCent。 2025年前三季度，中国资本市场迎来了一批特殊的上市企业——由清华校友创办或掌舵的10家科技公司相继登陆港交所、科创板和创业板，总市值突破 2000亿元，成为今年IPO市场最引人注目的"清华现象"。 清华系的成功并非偶然。自2015年以来，清华大学通过建立完善的技术转移体系，构建了独特的创新创业生态。技 ...

Core Viewpoint - Apple is expected to introduce a new, cheaper MacBook aimed at a broader market, particularly targeting students and small businesses, with a price range of $600 to $800, which is significantly lower than the current starting price of $999 for existing models [2][3]. Product Development - The new MacBook is currently in development and production, with expectations for a release in the first half of next year, likely between March and June [4]. - The device will not be as powerful as higher-end models but will support basic functions such as web browsing and light document editing [3]. Technology and Cost Management - Apple may utilize cheaper components and potentially an iPhone chip for the new MacBook, which could enhance performance while reducing costs [7]. - The strategy reflects Apple's approach of applying successful technology from other product lines, such as the iPhone, to the MacBook category [5][6]. Market Competition - The introduction of a lower-priced MacBook will increase competition in the market, particularly against Chromebooks and other affordable PCs from companies like Dell and HP, which have gained popularity in educational settings [9][10]. - The competitive landscape is shifting, with existing players experiencing stock dips in response to the anticipated new product from Apple [10].

彭博：欧盟正考虑强制要求在成员国运营的中国企业移交技术，将包括汽车和电池等关键数字和制造业企业。欧盟还将要求这些企业使用一定数量的欧盟商品或劳动力，并在欧盟境内为产品增值。加强合资是另一个选项。消息人士称，预计11月起实施这些规定，目的是防止中国制造业实力压倒欧洲工业。 https://t.co/3NUIHi4iJK外汇交易员 (@myfxtrader):#后续 根据安世半导体（Nexperia）官网声明，自荷兰政府接管安世后，中国商务部在10月4日起已对其中国产品实施出口禁令。目前安世半导体正积极与中国有关部门沟通，争取豁免这些限制，并已为此部署了所有可用资源，也正在与所有相关国家和地方政府部门密切沟通，以减轻该措施的影响。 https://t.co/GW0nYQRsqV ...

Policy & Regulation - The European Union is considering compelling Chinese firms to transfer technology to European companies for local operation [1] - This measure aims to enhance the competitiveness of the EU's industry [1]

Core Insights - Chevron Corporation has re-established its presence in Iraq by signing an agreement with the Ministry of Oil to develop the Nassiriya project, which includes the Balad oilfield and four exploration blocks [1][12][21] - The agreement signifies a strategic shift in Iraq's approach to international oil companies, promoting a more open and investor-friendly environment [4][17] Group 1: Project Details - The Nassiriya oilfield contains an estimated 4.36 billion barrels of proven oil reserves, making it a crucial asset for both Chevron and Iraq's oil production strategy [6][12] - Chevron will also develop the Balad oilfield, enhancing its footprint in Iraq's southern oil-rich regions, which is expected to increase production levels and exports [7][19] Group 2: Gas Development and Energy Security - A key aspect of the agreement involves capturing associated gas from the Nassiriya and Gharraf fields for integration into the Gas Growth Integrated Project (GGIP), aimed at improving Iraq's energy security [8][9][10] - The GGIP seeks to reduce Iraq's reliance on imported electricity, which currently comes from Iran, and enhance domestic power generation [9][10] Group 3: Technology and Environmental Commitments - Chevron is committed to advancing technology transfer, community contributions, and strong environmental policies, aligning with Iraq's development goals [13][14] - The introduction of advanced oilfield technology by Chevron is expected to modernize Iraq's upstream operations and improve efficiency while reducing emissions [14][21] Group 4: Economic and Geopolitical Implications - Chevron's return to Iraq is expected to boost investor confidence, increase production capacity, and enhance power supply, marking a significant development in the region's energy landscape [17][18] - The agreement highlights the strengthening of U.S.-Iraq energy ties, with a focus on attracting American investment while balancing relationships with Asian and regional investors [18][20] Group 5: Future Outlook - The projects in Nassiriya and Balad are anticipated to significantly raise Iraq's production levels, reinforcing its role in global oil markets [19][21] - Chevron's involvement is set to transform Iraq's energy future by supporting energy diversification and sustainability initiatives [21]

Group 1: Core Agreement - Chevron Corporation and Exxon Mobil Corporation are set to sign a $34 billion memorandum of understanding (MoU) with Indonesia, enhancing economic and strategic ties between the two countries [1][9] - The MoU aims to build long-term partnerships that extend beyond traditional trade, focusing on investment, technology transfer, and energy resilience [2] Group 2: Energy Cooperation - The agreement emphasizes energy collaboration, with ExxonMobil increasing oil output from the Cepu block by 30,000 barrels per day (bpd), raising total output to 180,000 bpd, which constitutes 25% of Indonesia's national oil production [3] - Chevron is expected to facilitate technology exchange and future exploration activities, aligning with Indonesia's goals for energy self-sufficiency and sustainability [4] Group 3: Agricultural Trade - The MoU includes provisions for Indonesia to import major U.S. agricultural commodities such as soybeans, corn, and cotton, enhancing food security for Indonesia and providing U.S. farmers with a reliable export market [5] - This agricultural aspect of the agreement reflects a commitment to stability in trade relations amid global uncertainties [5] Group 4: Geopolitical Implications - The $34 billion deal signals the U.S.'s strategic intent to strengthen engagement with Southeast Asia, crucial for Indo-Pacific stability [6] - The timing of the agreement coincides with the U.S. preparing to impose new tariffs, highlighting the importance of securing cooperative trade partners like Indonesia [6] Group 5: Long-term Outlook - The scale and diversity of the MoU suggest a long-term agenda for commercial growth and strategic alignment, likely shaping the U.S.-Indonesia relationship for years to come [7]

National Security Concerns & Trade Negotiations - Dependence on critical minerals and permanent magnets from China poses national security risks, especially regarding dual-use items like air chips and aerospace engine technologies [1] - The US faces a dilemma where import vulnerabilities from China's supply chains could force concessions on national security concerns [2][4] - China seeks tariff reductions, relaxation of export controls, and potentially concessions related to Taiwan [3] - The US administration may consider loosening export controls on semiconductors to maintain revenue for American companies heavily reliant on the Chinese market [12] - Technology transfer to China is a significant concern, as it can lead to China's long-term technological advancement and potential disruption of supply chains for critical goods like magnets and pharmaceuticals [6][15] Supply Chain & Manufacturing - China has a strong hold on the supply chain for rare earths and permanent magnets, impacting the defense and commercial sectors [4] - The US has domestic magnet supply chains growing, including light rare earths in California and heavy rare earths in Canada, and can reuse magnets from existing products [9][10] - Building domestic supply chains takes time, but the ability to reuse magnets provides leverage in negotiations with China [10] Trade War & Tariffs - The Trump administration aimed to maintain tariffs to pressure China, but this also adversely impacted American industries [2][21] - Reducing export controls on certain technologies like chips and commercial aircraft engines may be part of a potential deal with China [18] - China may offer increased access to its magnet market but restrict supply to the US military sector [18] - The likelihood of a lasting, reliable deal with China is questionable, given China's history of not adhering to agreements [18] - High tariffs had a significant negative impact on the Chinese economy [21]

Group 1 - The event aimed to address key bottlenecks in technology transfer and promote the transformation and industrialization of scientific achievements, contributing to the development of new productive forces [1] - The partnership between the Pukou Economic Development Zone and Nanjing University of Information Science and Technology has led to the establishment of the "Pukou Economic Development Zone Innovation Port," attracting six colleges in fields such as integrated circuits and artificial intelligence within a year [1] - The event showcased the achievements of the collaboration between the university and the local government, marking the beginning of a new chapter in cooperation between academia and industry [1] Group 2 - The Nanjing University of Information Science and Technology's Technology Transfer Center Pukou Economic Development Zone Branch and the Jiangsu Provincial Key Laboratory of Meteorological Detection and Information Processing were inaugurated during the event [2] - Groundbreaking ceremonies were held for the Micro-Nano Photonic Integrated Sensing Laboratory and the Integrated Circuit Packaging Laboratory within the Innovation Port [2] - Several agreements were signed between companies such as Nanjing Keluoe Environmental Technology Co., Ltd. and Shengxi Microelectronics (Nanjing) Co., Ltd. with the university for projects related to AI algorithms and electromagnetic heating systems, as well as patent licensing and platform co-construction [2]

先给大家拜个晚年。 之前的文章中提到过，我曾大致梳理过清华大学如何做科研成果转化，如何做创投。信息主要来自一些 公开渠道，以及我所接触过的清华背景的投资人、创业者。 想到做这份梳理，是因为从事硬科技投资以来，清华大学是我所见过的，学术和产业结合得最好的高 校，创投氛围最浓、创投成果最优的高校。 以上的所有"最"只代表我个人观点。同样因为只是我个人的梳理，所以信息难免有遗漏，观点难免不够 充分客观，还望理解。 于是在 1988 年，清华大学科技开发总公司成立，主要职能是管理全校公司，并负责全校科研成果的生 产力转化。这家公司也是紫光集团的前身。 1993 年，清华科技园成立，构建科技成果转化的线下空间实体，也是我国第一批"孵化器"的雏形。 之前答应过各粉丝爸爸，会把这份梳理发出来。现在我履行承诺，并在之前梳理的基础上又做了一些细 化。因为内容较多，分为多篇，我会陆续发出来。 ======== 梳理清华大学的整体创投历史，我眼中清华创投的开端，应该是 1980 年成立的清华技术服务公司。 自"改革开放"被提出，经济建设成为国家发展重点。国家明确提出"科学技术是第一生产力"，强调科技 与经济的紧密结合，推动科技成果 ...