来源：龙城科创基金 对接需求请扫码 每日｜荐读 榜单： 「2025投资机构软实力排行榜」评选启动 峰会： 「2025母基金年度论坛」盛大启幕：汇聚中国力量！ 热文： 一纸新规，炸出一级市场的管理费焦虑 热文： 今年，上市公司热衷做并购基金 近日，为发挥长期资本、耐心资本、战略资本作用，促进江苏省战略性新兴产业发展，着力打造发 展新质生产力的重要阵地，江苏省战略性新兴产业母基金（以下简称"省级母基金"）与常州市共同 出资设立江苏常州新能源产业专项母基金（有限合伙）（以下简称"产业专项母基金"），规模50 亿元，现公开遴选产业子基金管理机构。 公告指出，该基金旨在支持常州市推动战略性新兴产业集群融合发展，优化地方现代化产业体系布 局，主要投资于新能源汽车先进制造、新型电力系统、新一代光伏技术、氢能、新型储能、深海深 空智能装备等领域。 公告中提出，直接投资于江苏省内企业的金额不低于各级政府出资总额，且在直接投资总金额中的 占比不低于70%。产业子基金直接投资常州企业，且在基金存续期内企业成长为江苏省专精特 新"小巨人"企业的，返投认定金额按本基金投资金额的120%计算；产业子基金直接投资常州企 业，且在基金存续期 ...

Group 1 - Guangdong has steadily developed its high-end equipment manufacturing industry, supporting the construction of the Guangzhou-Shenzhen-Foshan-Dongguan intelligent equipment industry cluster, which enhances regional collaboration, enterprise innovation capabilities, and optimizes the industrial chain [1] - The province has cultivated a number of industry-leading enterprises with international influence and proprietary brand value, creating prominent high-end equipment manufacturing bases [1] - In 2024, the operating income of Guangdong's high-end equipment manufacturing industry cluster is projected to reach 390.57 billion yuan, with a total profit of 18.87 billion yuan, and an added value growth of 6.4% year-on-year [1]

Group 1: Transformation of Qingdao's Foreign Trade Enterprises - Qingdao's foreign trade enterprises are shifting from traditional OEM models to brand creation and independent R&D due to increasing uncertainties in the international trade environment [2][3] - Companies are adopting diverse strategies such as collaboration, customization, and flexible services to enhance competitiveness and resilience against external pressures [5][6] Group 2: Case Study of Qingdao Lvqinxin International Trade Co., Ltd. - Qingdao Lvqinxin International Trade Co., Ltd. transitioned from traditional foreign trade to a comprehensive cross-border enterprise, focusing on R&D, production, and sales [3][4] - The company has experienced a 40% annual growth in revenue despite tariff pressures, thanks to its focus on customized, high-value products [6][7] Group 3: Breakthroughs in High-End Materials - Qingdao Cixing New Materials Co., Ltd. has become the first domestic company to independently develop and export silicon nitride materials for the new energy vehicle industry, breaking foreign monopolies [8][9] - The company achieved significant cost advantages, selling products at one-third the price of Japanese competitors, leading to a 70% export ratio of its sales [10] Group 4: Eyelash Industry in Pingdu - Pingdu produces 70% of the world's false eyelashes, with over 5,000 market entities and 20,000 processing points, making it a global production hub [11][12] - The establishment of the Pingdu Eyelash Association has fostered collaboration among local businesses, enhancing production standards and market competitiveness [13] Group 5: Qingdao Wanqing Group's E-commerce Strategy - Qingdao Wanqing Group has successfully integrated cross-border e-commerce into its operations, significantly contributing to its revenue [14][15] - The company has developed a comprehensive business model that includes R&D, design, production, and logistics, positioning itself as a leader in the high-end textile market [15] Group 6: Advancements in Robotics - Qingdao Baojia Intelligent Equipment Co., Ltd. has developed advanced robotic solutions, exporting over 7,000 sets of equipment to more than 20 countries [16][17] - The company invests over 5% of its revenue in R&D, resulting in a robust pipeline of new products and numerous patents [18]

Core Viewpoint - The article highlights how Guangdong Liyuanheng Intelligent Equipment Co., Ltd. (Liyuanheng) attracts top talent like Jing Peng through its unique corporate culture, advanced technology research platforms, and broad career development opportunities [1][5]. Company Overview - Liyuanheng, founded in 2014, is a leading global enterprise in the new energy equipment sector, focusing on the research, production, and sales of intelligent equipment [5]. - The company provides comprehensive smart factory solutions for major industries including lithium batteries, energy storage, solid-state batteries, and hydrogen energy [5]. - Liyuanheng has over 20 subsidiaries or offices worldwide, serving Fortune 500 companies and leading enterprises across various sectors [5]. Talent Attraction and Development - The company emphasizes a culture of "technology-based enterprise" and "practicing internal skills," which resonates with employees like Jing Peng [6][8]. - Liyuanheng has established a national postdoctoral workstation and offers significant support for postdoctoral talents, including a 300,000 yuan settlement subsidy for those relocating to Huizhou [8][10]. - The company boasts a research team of over 1,600 high-level talents, including academicians and PhDs, making up about 30% of its total workforce [10]. Research and Funding - Liyuanheng provides substantial research funding, including millions for postdoctoral researchers, covering expenses such as facilities, equipment, and personnel [9][10]. - The company collaborates with universities for talent development, ensuring students gain practical experience and can quickly integrate into the company post-graduation [10].

Core Viewpoint - The 11th Guangzhou International Investment Conference highlighted Guangzhou's attractiveness for investment, showcasing significant project signings and a strong business environment that fosters innovation and growth [4][5]. Investment Highlights - Over 800 global investors and executives from Fortune 500 companies attended the conference, resulting in the signing of 177 projects across 24 industries, with a total expected investment of 160.8 billion yuan and projected revenue of 306.4 billion yuan [4]. - Guangzhou has become the top city in China for new business entities, with 3.8354 million active entities as of May 2025, reflecting a year-on-year growth of 9.4% [5]. - In the first five months of this year, 1281 new industrial investment projects were signed, with an expected total investment of 334.73 billion yuan and projected annual revenue of 496.54 billion yuan [6]. Industrial Development - Guangzhou's industrial scale is approximately 2.5 trillion yuan, with key industries including artificial intelligence, smart connected vehicles, biomedicine, low-altitude economy, and new displays and integrated circuits [7]. - The city has established five key industry development offices to promote these sectors, attracting private enterprises to invest in related projects [7]. Unicorn Companies - Guangzhou is home to 24 unicorn companies, ranking 11th globally and 4th in China, indicating a robust entrepreneurial ecosystem [9][10]. - The city has seen the emergence of new unicorns, such as a silicon carbide chip manufacturer and an innovative tech company, while some existing unicorns have gone public [10]. Talent and Innovation - The presence of world-class clinical resources and a supportive business environment are key factors attracting companies to Guangzhou, particularly in the biomedicine sector [5]. - Talent retention is highlighted as a critical factor for companies choosing to invest in Guangzhou, with a strong emphasis on innovation and development [5].

Group 1 - The core viewpoint of the articles emphasizes the importance of implementing the decisions made during the 11th Provincial Committee's 9th Plenary Session of the Communist Party of China in Henan, focusing on high-quality development and innovation-driven growth [1][2][3][4] - The "Two Highs and Four Focuses" strategy is highlighted as a guiding principle for economic development, aiming to strengthen industries such as green food, intelligent manufacturing, and emerging sectors like hydrogen energy [1][2][3][4] - Local leaders express commitment to enhancing production capacity, optimizing the business environment, and ensuring food security through high-standard farmland construction [2][3] Group 2 - The articles discuss various local initiatives aimed at fostering economic growth, such as the development of new quality productivity and the integration of technology in traditional industries [1][2][3] - There is a strong emphasis on the role of party leadership in grassroots governance and community engagement, with examples of successful community service brands and smart governance platforms [4] - Educational institutions are also mentioned as key players in supporting local development by enhancing talent cultivation and research capabilities, aligning with the overall modernization goals [4]

波士顿咨询吴淳：中国正加速从大规模生产制造中心向全球创新策源地转型 中新社天津6月24日电 (记者 刘文文)世界经济论坛2025年新领军者年会(第十六届夏季达沃斯论坛)期 间，波士顿咨询公司中国区执行合伙人吴淳接受中新社记者专访时指出，中国正加速从大规模生产制造 中心向全球创新策源地转型。 当前，中国在智能装备、新能源等战略性新兴产业领域发展迅猛，吸引了越来越多跨国企业深度布局： 特斯拉布局上海研发创新中心，巴斯夫一体化创新基地进驻广东湛江，西门子持续扩大在华研发布 局……这些巨头正以实际行动推动中国从传统的"世界工厂"向"创新实验室"转型。 "科技创新已然成为推动中国经济高质量发展的核心引擎。"在吴淳看来，中国从大规模生产制造中心向 全球创新策源地的演进转型绝非偶然，而是多重要素协同发力的必然结果。 从需求侧来看，中国拥有超大的市场规模，产业升级需求与消费者对新兴技术的快速接纳能力，为创新 提供了独特的试验场与迭代动力。以智能装备领域为例，复杂多样的工业应用场景，对技术不断提出更 高要求，倒逼企业加速技术优化；在新能源领域，国家政策的大力扶持与巨大的市场体量紧密结合，大 幅缩短了技术成熟周期，实现了成本的快 ...

Core Viewpoint - Shenzhen Shangshui Intelligent Co., Ltd. is attempting a second IPO on the ChiNext board after withdrawing its previous application for the Sci-Tech Innovation Board, with a reduced fundraising target of 587 million yuan, down approximately 40% from the previous target of 1 billion yuan [1][2] Group 1: Company Overview - Shangshui Intelligent specializes in intelligent equipment for the new energy battery industry, particularly in the manufacturing of battery electrode sheets and new material preparation [1] - The company has a significant reliance on its largest customer, BYD, with sales to BYD increasing from 31.73% in 2020 to 65.78% in 2024 [1][3] Group 2: Financial Performance - The company's revenue has shown growth, with operating income rising from 1.09 billion yuan in 2020 to 6.37 billion yuan in 2024, but net profit has decreased by approximately 35% in 2024 compared to the previous year [6] - The gross profit margin has declined from 57.08% in 2023 to 48.72% in 2024, indicating a trend of increasing revenue but decreasing profitability [6][7] Group 3: Market Dynamics - Increased competition in the market has led the company to lower prices to secure large orders from major clients, contributing to rising production costs and declining gross margins [7] - The high customer concentration is consistent with industry norms, as the new energy battery sector is characterized by a few dominant players, with BYD being a leading enterprise [4]

招股书显示，本次冲击上市，尚水智能拟募集资金约5.87亿元，扣除发行费用后拟投资于高精智能装备 华南总部制造基地建设项目、研发中心建设项目、补充流动资金，拟投资金额分别约为2.28亿元、2.09 亿元、1.5亿元。 北京商报讯（记者 马换换 王蔓蕾）科创板IPO折戟一年后，深圳市尚水智能股份有限公司（以下简 称"尚水智能"）又一次站到A股门前，公司本次欲"转战"创业板上市。6月19日晚间，深交所官网显示， 尚水智能创业板IPO获得受理。 据了解，尚水智能深耕智能装备行业十余年，构建了以"核心单机+智能控制系统+工艺包"为体系的综 合技术能力，主营业务围绕微纳粉体处理、粉液精密计量、粉液混合分散、功能薄膜制备等核心工艺环 节展开，产品可广泛用于新能源电池、新材料、化工、食品、医药、半导体等行业。目前公司主要面向 新能源电池极片制造及新材料制备领域，专业从事融合工艺能力的智能装备的研发、设计、生产与销 售。 2022—2024年，尚水智能实现营业收入分别约为3.97亿元、6.01亿元、6.37亿元；对应实现归属净利润 分别约为9772.15万元、2.34亿元、1.53亿元。 在此次冲击创业板上市之前，尚水智能还曾 ...

Core Viewpoint - Shenzhen Shangshui Intelligent Co., Ltd. has initiated its IPO on the Shenzhen Stock Exchange's ChiNext board, aiming to raise approximately 587.39 million yuan, focusing on the intelligent equipment industry with a strong emphasis on the new energy battery and new materials sectors [1]. Group 1: Company Overview - Shangshui Intelligent has over ten years of experience in the intelligent equipment industry, developing a comprehensive technical capability system centered around "core single machines + intelligent control systems + process packages" [1]. - The company specializes in micro-nano powder processing, precise measurement of powder-liquid mixtures, and the preparation of functional films, with applications across various industries including new energy batteries, chemicals, food, pharmaceuticals, and semiconductors [1]. Group 2: Market Position and Products - In the new energy battery sector, Shangshui Intelligent's self-developed high-efficiency pulping system has achieved a 60% market share in China, ranking first, while its lithium battery pulping system holds a 12.77% market share, ranking third [1]. - The company has established partnerships with major players in the new energy battery and vehicle sectors, including BYD, CATL, and international manufacturers like Samsung SDI and LGES [2]. Group 3: Financial Performance - For the fiscal years 2022, 2023, and 2024, Shangshui Intelligent reported revenues of approximately 400 million yuan, 601 million yuan, and 637 million yuan, respectively, with net profits of about 97.72 million yuan, 234 million yuan, and 153 million yuan [4]. - The company's total assets are projected to reach approximately 1.8 billion yuan by the end of 2024, with a significant increase in equity attributable to shareholders [5]. Group 4: Fundraising and Investment Plans - The funds raised from the IPO will be allocated to several projects, including the construction of a high-precision intelligent equipment manufacturing base in South China and the establishment of a research and development center, with a total investment of approximately 951.78 million yuan [4].