欢迎加入投资界读者群 出资晨壹基金。 作者 I 周佳丽 报道 I 投资界-解码LP 腾讯又做LP了。 投资界-解码LP获悉，晨壹基金旗下的上海晨峦企业管理合伙企业（有限合伙）近日发生 工商变更，新增合伙人出现了腾讯的身影。 以下文章来源于解码LP ，作者周佳丽 解码LP . 投资界（PEdaily.cn）旗下，专注募资动态 晨壹基金的掌门人——刘晓丹，早年前曾是华泰联合的灵魂人物，操刀不少经典案例， 被称为"并购女王"。2019年，刘晓丹率队晨壹基金亮相，聚焦并购投资，首期基金一举 募资68亿元，去年阿里巴巴老将张勇、胡晓相继加盟，操刀并购。 这一次腾讯出手，投了刘晓丹的基金，也是并购火热的一缕写照。 腾讯出资 刘晓丹的基金 具体来看，上海晨峦企业管理合伙企业（有限合伙）成立于2022年2月，执行事务合伙人 为晨壹红启（北京）咨询有限公司，经营范围含企业管理、企业管理咨询、信息咨询服 务。合伙人信息显示，该合伙企业由晨壹红启（北京）咨询有限公司、北京晨壹并购基 金（有限合伙）等共同出资成立。 来到今年7月，上海晨峦企业管理合伙企业（有限合伙）发生工商变更，新增广西腾讯创 业投资有限公司、无锡晨壹成长股权投资基 ...

壹连科技：拟2000万元参与设立创业投资合伙企业 智通财经7月7日电，壹连科技(301631.SZ)公告称，公司拟作为有限合伙人与普通合伙人苏州同舟智创 企业管理合伙企业及其他有限合伙人共同投资设立苏州趋势二期创业投资合伙企业（有限合伙），该合 伙企业拟认缴出资总额为人民币22,000万元，公司拟使用自有资金认缴出资人民币2,000万元，出资金额 占合伙企业认缴出资总额的9.09%。本次投资旨在优化公司资源配置，借助专业投资机构在新能源汽 车、智能制造、低空经济、具身智能等领域的广泛布局及资源整合能力，实现产业链生态化协同及相关 业务的有效投资融合，进一步提升公司核心竞争力。 ...

近日，晨壹基金旗下上海晨峦企业管理合伙企业(有限合伙)发生工商变更，新增广西腾讯创业投资有限公司、无锡晨壹成长股权投资基金(有限合伙)、厦 门金圆展鸿二期股权投资合伙企业(有限合伙)、珠海众烨投资企业(有限合伙)等为合伙人。 晨壹基金的掌门人——刘晓丹曾是华泰联合证券的灵魂人物，操刀不少经典案例，被称为"并购女王"。2019年，刘晓丹成立晨壹基金管理(北京)有限公 司，完成私募股权、创业投资基金管理人备案登记，任晨壹基金的管理合伙人，聚焦并购领域。 腾讯出手 天眼查显示，上海晨峦企业管理合伙企业(有限合伙)成立于2022年2月，执行事务合伙人为晨壹红启(北京)咨询有限公司，经营范围含企业管理、企业管理 咨询、信息咨询服务。该合伙企业由晨壹红启(北京)咨询有限公司、北京晨壹并购基金(有限合伙)等共同出资成立。 今年7月，上海晨峦企业管理合伙企业(有限合伙)的合伙人名单新增加了广西腾讯创业投资有限公司、无锡晨壹成长股权投资基金(有限合伙)、厦门金圆展 鸿二期股权投资合伙企业(有限合伙)、珠海众烨投资企业(有限合伙)、深圳舟益管理咨询合伙企业(有限合伙)等，注册资金由4.61亿元增至11.61亿元。 据证券时报记者 ...

Group 1 - The article discusses the integration of mindfulness into investment practices, emphasizing its benefits for emotional management and decision-making [4][5][10] - It highlights the importance of both professional knowledge and emotional management in achieving long-term investment success, presenting a formula where investment performance equals professional knowledge multiplied by emotional management [9][10][12] - The discussion includes examples of market reactions to external events, such as tariffs imposed by Trump, illustrating how mindfulness can help investors maintain rationality during periods of fear and uncertainty [13][14][15] Group 2 - The article outlines the emotional states investors experience during different market phases, such as fear at market bottoms and euphoria at peaks, and how these emotions can negatively impact investment decisions [14][16][21] - It emphasizes the need for a stable emotional state among successful investors, suggesting that those who can manage their emotions effectively are more likely to achieve better long-term performance [18][22][24] - The concept of "reverse investment" is introduced, where investors maintain a positive outlook during market downturns and a rational approach during market highs [24][26] Group 3 - The article introduces the "Magic Happiness Model," which connects mindfulness, altruism, growth, meaning, and courage as essential components for achieving happiness in life and investment [48][49] - It stresses that mindfulness serves as a foundation for focusing on the present moment, which is crucial for effective decision-making in both personal and investment contexts [40][46] - The model suggests that engaging in altruistic actions and pursuing personal growth can enhance overall happiness, thereby positively influencing investment behavior [49][50]

Core Viewpoint - Guizhou Meijin Mining Investment Development Co., Ltd. has been established, indicating a strategic move in investment activities by the company and its stakeholders [1] Company Summary - The legal representative of Guizhou Meijin Mining Investment Development Co., Ltd. is Sun Qian [1] - The company's business scope includes engaging in investment activities with its own funds and providing asset management services funded by its own capital [1] - The company is jointly held by Meijin Energy (000723) and other stakeholders, reflecting a collaborative investment approach [1]

聚鸣投资董事长刘晓龙表示，当前，经济总量需求依然比较低迷，处于底部状态，多数行业呈现总量平 淡、结构性有亮点的状态。流动性方面，在4月的关税冲击后，全球资金总体的风险偏好回升。A股和 港股市场也呈现流动性"结构牛"的迹象，高股息类资产、避险资产、结构性增长的资产，还是市场共识 的所在。需要注意的是，政府高度重视内卷带来的经济负面冲击，一些行业可能会逐步学习电解铝行 业，走出行业的恶性内卷，这可能是未来的机会所在。（证券时报） ...

Group 1 - The core stock price of Zhangjiang Hi-Tech (600895) closed at 25.6 yuan on July 4, 2025, with a slight decrease of 0.08% and a turnover rate of 1.08% [1] - The trading volume was 167,500 shares, with a total transaction amount of 428 million yuan [1] Group 2 - On July 4, the net inflow of main funds into Zhangjiang Hi-Tech was 25.9875 million yuan, accounting for 6.08% of the total transaction amount [2][4] - Retail investors experienced a net outflow of 12.3199 million yuan, representing 2.88% of the total transaction amount [2] - The company announced the establishment of the Shanghai Zhangjiang Suifeng Phase II Venture Capital Partnership (Limited Partnership), with a total capital contribution of 1 billion yuan from the company as a limited partner [2] Group 3 - The fundraising for the Suifeng Phase II Fund has been completed, with a total contribution of 116.958 million yuan from all partners [2][4] - The fund's business scope includes equity investment and venture capital [2]

只不过，有些人盲投，有些人懂得用智慧下注。而读书，就是让我们从"盲目"变得"明白"的过程。 很多人一提起投资，就觉得那是金融圈里高智商人群的游戏，离自己太远。 但其实，我们每天都在"投资"——投资自己的时间、精力、注意力，还有金钱。 他们不只教你怎么赚钱，更重要的是教你怎么思考，怎么做选择，怎么过自己想要的人生。 像段永平、纳瓦尔、巴菲特、乔布斯这些人，之所以成为时代的传奇，不是因为他们天赋异禀，而是因 为他们比大多数人更早地找到了人生的底层逻辑。 今天分享5本投资相关的经典好书，让我们学会怎样看清长期价值，怎样把握关键节点，怎样在混乱中 保持清醒。 让我们在选择越来越多、节奏越来越快的时代里，活得不焦虑、不盲从，有一套属于自己的判断力。 01 《大道：段永平投资问答录》 作者：芒格书院(编) 1984年，沃伦·巴菲特在哥伦比亚大学商学院发表演讲时谈到: 在投资界，为数众多的大赢家却不成比例地全都来自一个极小的智慧部落叫格雷厄姆-多德村。 这个与众不同的智慧部落孕育的赢家如此密集，根本无法用偶然性来解释。 在中国企业界，同样存在这种"大赢家聚集"的现象:小霸王、步步高、小天才、拼多多、极兔速递等 等，站在这些 ...

Core Insights - The event "Financing Solutions for Enterprises" was held to address financing challenges faced by companies in Hunan Xiangjiang New Area, promoting financial and industrial integration [1] - The meeting gathered over 20 high-quality technology enterprises and top investment institutions to share financing strategies and policies [1] Group 1: Financial Innovation and Collaboration - The collaboration between banks and the Xiangjiang New Area aims to innovate financial services, focusing on risk-sharing and cost optimization [3] - A new service model combining "funds + industry + technology" has been established to create a "green channel" for credit approval and equity financing for SMEs [3] Group 2: Investment Trends and Strategies - There has been a structural shift in the market, with a focus on companies' cash flow capabilities and a transition from dollar funds to state-owned and local government funds [4] - Investment institutions have specific selection criteria for projects, and tailored financing suggestions were provided to enterprises [4] Group 3: Policy Support for Financing - The "Hunan Xiangjiang New Area Technology Financial Risk Compensation Credit Loan Management Measures" was detailed, supporting tech and manufacturing firms with a government-backed risk compensation of 70% on loans [5] - In the first half of 2025, the risk compensation program supported 257 SMEs with loans totaling 1.11 billion yuan, cumulatively aiding 2,557 companies with 10.08 billion yuan in credit [5] Group 4: Comprehensive Financial Services - A comprehensive financial service plan was introduced, including equity financing and innovative credit products like "Tech Loan" and "Talent Loan" to address the challenges faced by tech enterprises [6] - The bank is actively building online and offline platforms to connect enterprises with leading investment institutions [6] Group 5: Networking and Collaboration - The event concluded with deep discussions between enterprise representatives and financial institutions, fostering connections for future collaborations [7] Group 6: Future Developments - The establishment of a new investment company with a registered capital of 15 billion yuan will enhance the bank's ability to provide diverse financing support [9] - Future efforts will focus on deepening cooperation with financial institutions and optimizing platforms for better integration of capital and technology [9]

Group 1 - The core viewpoint of the articles highlights the transition of China's economy from high-speed growth to high-quality development, leading to increased merger and acquisition (M&A) activities among companies to better meet market demands [1] - Chinese companies are increasingly capable of engaging in M&A and expanding globally, driven by a shift in management power from the "first generation" to the "second generation" or professional managers, along with a greater emphasis on management incentives [1][2] - Since 2023, regulatory bodies have encouraged M&A and implemented various optimization measures, with multiple supportive policies introduced in 2024, including the new "National Nine Articles" and the revision of management regulations for major asset restructuring [1][2] Group 2 - The domestic M&A market has been heating up, with notable transactions such as Anta's acquisition of Jack Wolfskin and Tencent Music's proposed acquisition of Himalaya, alongside significant involvement from private equity and venture capital firms [2] - Local state-owned enterprises are increasingly establishing M&A funds, with Shenzhen launching a 4 billion yuan fund and Shanghai's state-owned fund matrix totaling over 50 billion yuan, indicating a growing trend in state-backed M&A initiatives [2] - The high valuations in emerging industries have begun to correct, creating favorable conditions for companies and investors seeking M&A opportunities, while the pressure on fund managers to exit investments is rising due to regulatory scrutiny [3]