医疗投资
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“明年放水,最近抓紧投”
投资界· 2025-12-29 09:34
抓住窗口期。 报道/投资界PEdaily 一年一度创投圈盛会如约而至。2 0 2 5年1 2月2 - 5日,由清科控股(0 1 9 4 5 .HK)、投资 界主办,汇通金控、南山战新投联合主办的第二十五届中国股权投资年度大会在深圳举 行 。 本 届 大 会 集 结 逾 千 位 顶 尖 投 资 人 、 领 军 企 业 家 , 打 造 兼 具 深 度 洞 察 与 互 动 活 力 的"创·投嘉年华",致力成为观察中国科技创新的窗口。 本场影响力对话 《医疗投资的潜心与耐心》 ,由北京泰康投资CEO 黄升轩 主持。对 话嘉宾为: 元生创投创始合伙人 陈杰 道彤投资创始管理合伙人 孙琦 德福资本合伙人 易琳 济峰资本创始管理合伙人 余征坤 倚锋资本CEO 朱湃 以下为对话实录, 经投资界(ID: p e d a i l y 2 0 1 2)编辑: 黄升轩: 感谢清科的邀请,在座都是老朋友。今年以来,医疗赛道明显回暖,同时也 呈现出诸多新变化。先请各位做一个简单的自我介绍。 陈杰: 我来自元生创投,很高兴今天和在座的各位老朋友深入交流。 孙琦: 道彤投资在医疗器械领域投资多一些,这两年加大了对生物制造领域的布局。 易琳: ...
浙江九洲药业股份有限公司关于全资子公司参与投资嘉兴隆峰创业投资合伙企业(有限合伙)的公告
Shang Hai Zheng Quan Bao· 2025-12-22 19:53
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603456 证券简称:九洲药业 公告编号:2025-075 浙江九洲药业股份有限公司关于全资子公司参与投资嘉兴隆峰创业投资合伙企业(有限合伙)的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 投资标的名称:嘉兴隆峰创业投资合伙企业(有限合伙)(以下简称"合伙企业") ● 投资金额:合伙企业认缴出资总额为人民币7,700万元(包含本次投资),浙江九洲药业股份有限公 司(以下简称"公司")全资子公司浙江宏洲股权投资有限公司(以下简称"宏洲投资")作为有限合伙人 以自有资金认缴出资额为人民币1,000万元,占合伙企业认缴出资总额的12.987%。 ● 投资方向:主要投资于新药研发、医疗器械研发项目等医药相关领域,主要包括优质的新兴医疗企 业,包括但不限于新药、创新药、医疗器械、医疗服务、诊断、生物技术、医药外包研发企业等。 ● 本次交易不构成关联交易,不构成重大资产重组。 ● 风险提示:合伙企业投资方式为股权投资,具有投资周期长、流动性低等特点, ...
从"1"到"0",星辰大海,征途再启!医健未来领军人才班第十期开学典礼暨校友共创会盛大启幕
思宇MedTech· 2025-12-20 01:11
Core Insights - The article emphasizes the launch of the 10th cohort of the Medical and Health Future Leadership Class at Shanghai Jiao Tong University, marking a significant milestone in the program's journey and a commitment to innovation in the medical technology sector [4][8][40] - The concept of "From 1 to 0" is introduced, symbolizing a transformative mindset that encourages participants to embrace new beginnings and challenges in the evolving healthcare landscape [10][12][40] Group 1: Program Overview - The 10th cohort's opening ceremony is described as a moment of reflection and ambition, celebrating the program's growth from its inception to its current status [4][8] - The program has evolved into a robust ecosystem that connects various stakeholders in the medical industry, including clinical, capital, and regulatory entities [1][8] - The leadership class aims to cultivate top talent in the medical and health sectors, fostering innovation and collaboration among participants [12][20] Group 2: Key Themes and Messages - The "From 1 to 0" philosophy is highlighted as a call to action for participants to let go of past achievements and focus on future opportunities [10][12] - The importance of maintaining an "empty cup mindset" is stressed, encouraging continuous learning and adaptation in a rapidly changing industry [12][30] - Alumni and industry leaders emphasize the need for deep connections and collaboration to navigate the challenges and opportunities within the medical sector [16][18] Group 3: Alumni Engagement and Community Building - The program fosters a lifelong learning platform, allowing alumni to continuously engage and share knowledge within the medical community [16][20] - The establishment of the Alumni Ecosystem Declaration signifies a commitment to building an inclusive and collaborative medical ecosystem [20][21] - Alumni share insights on the importance of strategic investment and resource integration in driving innovation and addressing industry pain points [18][36]
博腾股份:拟以1元对价受让倚锋云鼎基金部分份额
Zheng Quan Shi Bao Wang· 2025-12-17 09:37
Core Viewpoint - The company, Boten Co., Ltd. (博腾股份), plans to acquire a portion of shares from Chen Yanxi in the Shenzhen Yifeng Yunding Venture Capital Partnership (Limited Partnership) for a nominal price of 1 yuan, committing to a capital contribution of 20 million yuan as per the partnership agreement [1] Group 1 - The acquisition will allow the company to indirectly invest in the Hangzhou Yifeng Runjun Venture Capital Partnership (Limited Partnership) through the Yifeng Yunding Fund [1] - The Yifeng Runjun Fund primarily focuses on investments in the healthcare sector, including innovative drugs, high-end medical devices, biotechnology, and quality enterprises in related fields both domestically and internationally [1]
阳光融汇资本:以初心致匠心,一家险资私募基金管理人的投资之道
投中网· 2025-12-12 03:00
将投中网设为"星标⭐",第一时间收获最新推送 构建起覆盖医疗全产业链的投资体系与"资本-产业-行业"协同的生态闭环。 作者丨 簪竹 来源丨 投中网 政策的大力支持和市场的旺盛需求,正为医疗产业带来新的发展动能和投资机会。 二十届四中全会提出:"加快建设健康中国,促进人口高质量发展"。 10 月 28 日,"十五五"规划建议发布"支持创新药和医疗器械发展"。种种迹象表 明,中国医疗产业正经历前所未有的结构性重构,多重政策与市场力量共同推动行业从规模扩张向价值深耕转型。 在 阳光融汇资本管理合伙人石晟昊看来,医疗产业存在"产业结构重组"和"研发及技术创新"两大核心投资机会 ,"产业结构重组机会精准对应存量竞 争下的新旧动能转换需求,研发及技术创新机会则紧扣本土临床需求与创新升级的时代命题。" 十年初心如磐,不仅让他们收获了良好的投资业绩,也使得阳光融汇资本除了有保险资金作为长期基石 LP ,还汇聚了产业资本、政府引导基金、上市 公司等多种类型的 LP ,最终形成多元化的资金来源体系。 深耕医疗十年,全产业链布局 乘着政策的东风,阳光融汇资本应运而生。 时间回到 2014 年底,监管试点保险资金发起设立私募股权基金 ...
“清仓”百利天恒后,德福投资“入主”莱茵生物扩张资本版图
Sou Hu Cai Jing· 2025-12-11 05:32
Core Viewpoint - Rhine Biotech is undergoing a change in control, with the majority of shares being transferred to Guangzhou Defu Nutrition Investment Partnership, while simultaneously planning to acquire at least 80% of Beijing Jinkangpu Food Technology Co., Ltd. [2][4] Group 1: Control Change and Acquisition - Rhine Biotech's controlling shareholder, Qin Benjun, will transfer part of his shares to Guangzhou Defu Nutrition, which will become the new controlling shareholder [2][4] - The acquisition involves purchasing at least 80% of Beijing Jinkangpu's shares, which is expected to enhance Rhine Biotech's competitiveness in the food and health product sectors [6][7] Group 2: Financial Performance and Market Position - Rhine Biotech, known as the "King of Sugar" in China, reported a revenue of approximately 1.272 billion yuan for the first three quarters of the year, reflecting a year-on-year growth of 8.73%, but faced a net profit decline of 30.73% to about 70.4 million yuan due to intense market competition [6] - The sweetener market is showing signs of stagnation, impacting Rhine Biotech's profitability despite revenue growth [6] Group 3: Financial Challenges and Regulatory Issues - The company is under financial pressure, with a significant portion of Qin Benjun's shares pledged, amounting to approximately 1.77 billion shares, representing a pledge ratio of 65.13% [8][9] - Regulatory scrutiny has increased, with the company facing a fine of 600,000 yuan due to a production safety incident and other compliance issues [9]
宁德时代又做LP了
FOFWEEKLY· 2025-12-09 10:09
导读: 年末掷金5亿,宁德时代又一重磅布局。 作者|FOFWEEKLY 而值得关注的是,几乎在同一时间,宁波甬元发布一则新闻宣布:牵手星巴克中国"新伙伴",头 部基金落子宁波,助力宁波新质生产力加速崛起。 文章中提及甬元投资牵手博裕投资,共同在宁波组建博裕新智新产股权投资基金,该基金与上述提 到的基金系同一只。 而除了宁德时代外,洛阳钼业、伊泰B股等上市公司也相继公告参与出资该基金。 由于博裕资本在消费领域深厚的积累,以及此前对于星巴克收购事件,有相关人士推测,该基金或 与星巴克中国的资本运作存在关联,可能作为其收购主体。这一猜测为此次出资增添了一层产业并 购的想象空间。 2025年,与腾讯、阿里等一度"消失"的超级LP步调相似,宁德时代重新开启了出资模式。 岁末之际,其一出手便是5个亿,参投博裕资本旗下新基金,这一动作不仅是个体战略的延续,也 是2025年底中国创投市场的一个重要信号——市场回暖。 年末掷金5亿 "宁王"年底"扫货",又大手笔出资了。 2025年底,宁德时代的一则公告,又将这个"超级LP"拉回到聚光灯下。公司宣布使用自有资金5 亿元,参与投资"博裕新智新产(宁波)股权投资合伙企业(有限合伙) ...
爱朋医疗:拟与专业投资机构共同投资设立基金
Ge Long Hui· 2025-12-08 10:02
格隆汇12月8日丨爱朋医疗(300753.SZ)公布,为满足战略发展需求,充分借助专业投资机构的力量及资 源优势,加快推动产业布局优化,在不影响公司日常经营和发展、有效控制投资风险的前提下,江苏爱 朋医疗科技股份有限公司与江苏英掘私募基金管理有限公司、嘉兴思麟创业投资合伙企业(有限合伙) 共同签署了《爱朋智链云脑(嘉兴)股权投资合伙企业(有限合伙)合伙协议》,根据合伙协议约定, 公司作为有限合伙人以自有资金人民币4,970万元出资认购投资基金份额,出资比例为49.7%。投资方 向:脑机接口、脑神经科学、精神系统疾病及其他医疗健康领域的股权投资。 ...
爱朋医疗:出资4970万元设立基金
Xin Lang Cai Jing· 2025-12-08 09:43
爱朋医疗公告,公司与江苏英掘私募基金管理有限公司、嘉兴思麟创业投资合伙企业共同投资设立爱朋 智链云脑(嘉兴)股权投资合伙企业。公司作为有限合伙人以自有资金人民币4970万元出资认购投资基 金份额,出资比例为49.7%。基金主要进行脑机接口、脑神经科学、精神系统疾病及其他医疗健康领域 的股权投资,投资期为4年,存续期限为7年。 ...
片仔癀、中金公司等新设医疗产投合伙企业
Zheng Quan Shi Bao Wang· 2025-10-16 01:08
Core Viewpoint - Recently, a new investment partnership named Zhongjin (Zhangzhou) Medical Industry Investment Partnership (Limited Partnership) was established with a capital of 1 billion yuan, focusing on investment activities using its own funds [1] Group 1: Company Information - The new partnership is co-funded by Pianzaihuang's wholly-owned subsidiary Zhangzhou Pianzaihuang Investment Management Co., Ltd. and Zhongjin Company's wholly-owned subsidiary Zhongjin Capital Operation Co., Ltd. [1]