新能源与新材料

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厦门湖里区科创产业促进基金招GP
FOFWEEKLY· 2025-09-23 10:15
Core Viewpoint - The Xiamen Huli District Science and Technology Innovation Industry Promotion Fund aims to promote technological innovation and enhance economic vitality by selecting experienced management institutions to manage the fund, which has a planned total scale of 500 million RMB, with an initial phase of 200 million RMB [2] Investment Directions - The fund will focus on five key areas aligned with Xiamen's "4+4+6" modern industrial system and Huli District's "3+2" key industry orientation [3] 1. New Generation Information Technology - Investments will target enterprises in cutting-edge technology fields such as IoT, artificial intelligence, and cloud computing, focusing on smart manufacturing upgrades in sectors like new displays, smart terminals, precision instruments, communication devices, smart sensors, electronic components, semiconductors, and integrated circuits [3] 2. Software and Information Technology - The fund will invest in foundational software, industrial software, industry-specific software, and embedded software based on blockchain technology, big data processing, and future networks [4] 3. High-end Medical Devices and Equipment - Investments will be directed towards gene and biotechnology, digital healthcare, and innovative medical devices, integrating AI, cloud computing, big data analysis, and telemedicine within the health service industry [4] 4. New Energy and New Materials - The focus will be on the research and manufacturing applications of new power core equipment, energy storage technologies, third-generation semiconductor materials, biomedical materials, and nanomaterials, as well as smart power grids and energy internet [4] 5. Deep Sea and Aerospace Development - Investments will target satellite internet, remote sensing technology, drone applications, and marine engineering equipment [5]
36氪合伙人、副总裁李政:中国产业的未来在哪?| 2025年36氪产业未来大会
3 6 Ke· 2025-09-15 06:54
Core Insights - The 2025 36Kr Industry Future Conference was held in Xiamen, China, focusing on national strategies and industry development in key sectors such as AI, low-altitude economy, advanced manufacturing, new energy, and consumer goods [1] - The conference emphasized the collaboration between government, capital, and industry to address challenges in industrial development [1] Investment Trends - The investment market shows a positive trend with significant growth in both fundraising quantity and scale, achieving double-digit growth [3] - In the first eight months, the number of investment projects increased by 20% year-on-year, while fundraising quantity grew by 1.6% [3] - The platform reported a 10% increase in financing news and new project financing, indicating heightened activity in fundraising and investment [3] Capital Structure - There is a noticeable shift towards state-owned capital, with over 68% of the disclosed fundraising scale of over 800 billion yuan coming from state-owned sources [4] - Non-state capital accounts for less than one-third of the total fundraising [4] - The role of industrial capital, including state-backed and large enterprise capital, is becoming increasingly significant in the investment landscape [4] Investment Focus - Investment directions are increasingly centered on "self-controllable" and "technology-driven" initiatives, with a focus on hard technology [4] - Key metrics for investment discussions have shifted from business models to technical parameters, patent status, and team backgrounds [4] Hot Investment Sectors - AI is transitioning from conceptual discussions to practical applications, with capital flowing towards companies that demonstrate real-world value [5] - Embodied intelligence, represented by robotics, is gaining traction, with significant investment in core components and development firms [5] - The low-altitude economy is rapidly developing, with many companies obtaining airworthiness certificates, indicating potential for future growth [5] - New energy and new materials are viewed as foundational for future technological innovations, despite a decrease in media attention [6] - The biopharmaceutical sector is experiencing a revolution in research efficiency through AI integration, significantly reducing drug development timelines [6] Industry Dynamics - The narrative in the industry is shifting from business models to a focus on technical granularity, emphasizing long-term technological value [7] - The competitive landscape is evolving from a "jungle law" approach to one of "ecological collaboration," where companies must engage with national teams and industry partners [7] - The mindset of industry participants is becoming more rational and pragmatic, moving away from high-frequency financing and inflated valuations towards sustainable growth models [7]
旧潮退去,新岸已现:8月21日,与顶级投资人共赴这场“渡口”之约|甲子引力X
3 6 Ke· 2025-08-19 08:55
8月21日,北京金茂万丽酒店。 股权投资市场,是未来产业发展的风向标。 过去几年,中国一级市场经历了一段漫长的"退潮期"。募资难、退出难、领投难,成为投资人反复面对的关键词。市场在谨慎中自我校准,资本在困顿中 重新定位,宏观的不确定性与产业的深水化交织,使每一个科技投资者都发现,自己正站在一个选择的渡口。 "旧潮"正在悄然退去。旧的估值体系逐渐失效,传统的募资路径愈发狭窄,曾经奏效的投资逻辑,在变化的世界中显得愈加沉重。然而,也正是在潮水退 去的时刻,我们得以看清——谁在裸泳,谁又真正具备穿越周期的能力。 与此同时,"新岸"也已浮现。港股市场回暖,为部分硬科技企业打开了退出通道;新一代本土科技公司开始反哺产业,踏上LP之路;地方政府持续发挥 基础支撑作用的同时,市场化资金也在结构调整中重新寻找"锚点";国际环境的微妙变化下,新的资金通道、合作机制与估值体系或正悄然重构。 2025年的全球资本市场,正处于新旧动能转换的关键节点。港股以1071亿港元的IPO募资总额重登全球榜首,A股科创板迎来半导体设备龙头685亿市值的 华丽亮相,而智元机器人对上市公司的跨界收购则开创了"具身智能+材料科技"的协同范式。宁德时代 ...
来一场资本与独角兽的“双向奔赴”
Hua Xia Shi Bao· 2025-08-18 09:00
8月15日,由北京市科委中关村管委会创新创业服务处、中关村高科技产业促进中心联合中关村独角兽 企业发展联盟、中国银行北京市分行主办的"独角兽企业融资对接会"在中关村特色园区——首钢园成功 举办。活动组织中金公司、高瓴创投、中银资产、中银证券以及北京证券交易所,与集成电路、金融科 技、新能源与新材料、智能装备等前沿领域的独角兽和潜在独角兽企业"一对一"交流对接,围绕债权、 股权、上市规划等提供全链条服务。 闭环服务:从"一次性对接"到"长效化陪伴" 此次活动不仅为独角兽企业与金融机构搭建了高效对接的桥梁,更彰显了北京在构建创新生态、破解企 业融资方面的务实举措。活动落幕不是服务终点,而是合作的新起点。 下一步,北京市科委、中关村管委会、中国银行北京市分行将围绕独角兽企业发展需求,持续组织与相 关机构的精准对接活动,推动合作意向转化为合作实质,助力企业在京做大做强做优。(资讯) 编辑:林森 投贷联动:圆桌对接碰撞合作火花 "我们计划明年启动Pre-IPO轮融资""北交所的最新审核标准对研发投入占比有哪些新要求?""公司正在 布局海外市场,能否对接跨境信贷和汇率避险工具?"在主题分享结束后,"投贷联动"圆桌交流环节 ...
科技股成“香饽饽” 险资、基金大幅提升调研频次
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-20 08:56
21世纪经济报道记者叶麦穗广州报道 作为中长期资金的重要来源,险资在资本市场中的投资策略备受 关注。同花顺数据显示,2025年开年以来,保险公司延续2024年末密集调研上市公司的趋势,截至5月 20日,已有超百家保险公司累计调研A股上市公司过千次,相比去年提升近两成。相比此前,机构对科 技公司的关注度大幅提高。 险资重点调研科技股 绿联科技5月16日发布投资者关系活动记录表,公司于2025年5月16日接受26家机构调研,机构类型为保 险公司、基金公司、海外机构、证券公司、阳光私募机构。 根据同花顺统计,险资今年调研涉及的前三行业包括计算机、半导体、新能源与新材料等。其中被最多 险企调研的公司是立讯精密,有124家险企先后四次调研了该公司。其次是宁波银行、萤石网络,分别 有39家险企和36家险企进行了调研。 此前已经有险企对科技类企业表示出兴趣,如中国平安表示,未来该公司将发挥大规模长期资金的优 势,灵活运用多种综合金融工具和投资策略,持续加大对战略性新兴产业、先进制造业、新型基础设施 及价值型品种等领域投资力度。 中国投资协会上市公司投资专业委员会副会长支培元表示,险资调研涉及多领域,从新能源领域来看, 符合 ...