每日｜荐读 论坛： 新一批敲钟人，已在路上 荐读： 重新发现香港：科创时代的新蓝图 榜单： 全国首只AIC产业母基金来了 热文： 投资人"忙疯了" 基金定位清晰， 聚焦算力硬件、AI Infra、AI+垂类应用、具身智能四大核心方向，采用"投资+产业"双轮驱动模式， 旨在破解AI产业发展中的资本 配置、项目落地难题，构建从核心技术研发到规模化应用的完整生态链，成为推动河南AI产业升级的"核心资本力量"。 来源：河南投资集团汇融基金 近日，汇融基金作 为管理人发起设立河南省首支人工智能产业基金，总规模 10 亿 元。在前 期成功布局投资沐曦集成电路、基流科技、云迹科技 等优质项目的基础上，汇融基金乘势而上，领投全球人形机器人领军企业众擎机器人，并将持续聚焦算力、应用、具身智能等方向，为河南打造全国 AI 产业新高地按下"加速键"。 ...

Core Viewpoint - Guangxi is undergoing a critical phase of industrial transformation and upgrading, with a strategic focus on developing artificial intelligence (AI) as a key pillar of its economic layout [5][6]. Summary by Sections Guangxi's AI Development Initiatives - In February, Guangxi established a working group for AI development, emphasizing the need to keep pace with the AI era [6]. - In March, the "AI + Manufacturing Action Plan (2025-2027)" was introduced, aiming for AI-related industry output to exceed 100 billion yuan by 2027, positioning Guangxi as an AI industry hub for ASEAN [6]. - Recently, Guangxi released measures to empower AI through government investment funds, proposing ten initiatives including the establishment of a fund cluster and increasing fiscal contributions [6][9]. Fund Establishments and Investments - Guangxi plans to create an AI industry fund with a minimum subscription scale of 10 billion yuan, aimed at leveraging government investment to stimulate AI across various sectors [9]. - The Jiangxi Zhengjiang Fund, focusing on the robotics sector, has successfully registered with a scale of 1 billion yuan, targeting the integration of traditional and emerging industries [10][11]. - Henan Province is setting up a 3 billion yuan AI industry fund to support the integration of AI technology and industry, aiming to enhance its competitive position nationally [12][13]. - The establishment of the Tangshan Port Industry Development Fund, with a scale of 258 million yuan, will focus on key industries such as port logistics and green chemicals [14]. - The Yibin Private Economic Development Fund has been established with a capital of 100 million yuan to boost local private sector growth [15]. - The first AIC blind pool fund in Anhui has been launched with an initial scale of 1 billion yuan, focusing on strategic emerging industries [16]. - A low-altitude economy investment company has been established in Hainan with a registered capital of 30 million yuan, targeting the development of low-altitude economic activities [17]. - The Hefei Investment Fund for Emerging Industries has been registered with a capital of 5.5 billion yuan, focusing on private equity investments [18]. - The Suzhou Jialin Equity Investment Partnership has been established with a capital of 300 million yuan, focusing on equity investments in unlisted companies [20]. - The Chongqing Honghui Yuyi Private Equity Fund has been established with a capital of 500 million yuan, continuing the trend of significant industrial investment in the region [21]. - The East Securities New Creation Fund has been established with a total scale of 60 million yuan, focusing on advanced manufacturing sectors [22]. - The Xuyi County 1 billion yuan mother fund has been registered, targeting investments in various strategic sectors [23]. - The Keqiao Textile Innovation Fund is being established to support the transformation of the textile industry, with a target scale of 1 billion yuan [24]. - The Jiangsu Province Energy Conservation and Environmental Protection New Industry Fund is being set up with a scale of 3 billion yuan, focusing on green and sustainable industries [25].

上周市场整体回暖。截止周五收盘，沪指收于3635.13点，周涨2.11%；中证1000收于6838.13点，周涨2.51%。 中信行业板块方面：有色金属、机械、国防军工指数涨幅居前；计算机、消费者服务、医药指数跌幅居前。 | | | 估值水平 | 周涨跌幅 | 近一季度 | | + 1 | | --- | --- | --- | --- | --- | --- | --- | | | | (PE TTM) | | 涨跌幅 | | | | A股主要 | 中证1000 | 42. 22 | 2.51% | 12. 43% | 14. 78% 3. 89% | | | 上证综指 | | 15. 70 | 2. 11% | 8. 77% | 8. 45% | | | 中证500 | | 30. 82 | 1. 78% | 10. 52% | 10. 44% | | | 上证50 | | 11. 44 | 1. 27% | 3.92% | | | | 证券指数 | 深让成指 | 27. 15 | 1. 25% | 9. 89% | 6. 86% | | | 沪深300 | | 13. 31 | 1.23% | 6. 7 ...

Core Viewpoint - The article highlights the increasing investment in AI and robotics industries in Guangdong, with the establishment of two major funds totaling 200 billion RMB, reflecting the urgency and strategic approach of the region in fostering these sectors [4][5]. Fund Establishments - Guangdong has launched its first AIC Artificial Intelligence Industry Fund in March, with a scale of 10 billion RMB, focusing on AI and robotics investments [4]. - A new Guangdong Intelligent Industry Fund has been initiated, also with a scale of 10 billion RMB, targeting AI, robotics, and semiconductor sectors [5]. - The Hubei Province has established a humanoid robot industry investment fund with a total investment of 5 billion RMB, aiming to enhance its capabilities in the humanoid robot sector [11]. - The Hangzhou West Lake Future Venture Capital has been set up with a capital of 2 billion RMB, focusing on early-stage investments [12]. - The Jiangsu Province has seen the establishment of a 3 billion RMB angel fund focusing on biopharmaceuticals, supported by local government and industry investors [14][15]. Investment Dynamics - Chaoxi Capital has successfully closed its second RMB fund with a first close of 700 million RMB, indicating strong support from industrial LPs [7]. - The Shenzhen AI Terminal Industry Private Equity Fund has been established with a capital of 1.44 billion RMB, aligning with Honor's strategic shift towards AI ecosystem development [17]. - The establishment of the Qihang He Wu Entrepreneurship Investment Partnership in Changzhou, focusing on synthetic biology, highlights the region's commitment to emerging technologies [18]. GP Recruitment - The Suqian New Emerging Industry Mother Fund has been set up with a scale of 2 billion RMB, seeking to recruit GP for strategic investments in various emerging industries [27]. - The Nanjing Pukou District High-Quality Development Mother Fund is also looking for GP, focusing on integrated circuits, new energy, and AI [28][29].

在当天的活动中，中信私募基金管理有限公司、南宁金融投资集团有限责任公司分别介绍广西壮族自治 区、南宁市两级人工智能产业基金情况，招商银行南宁分行详细介绍针对人工智能企业的金融产品和服 务，为企业提供多元化的融资路径。随后，9个人工智能前沿项目进行精彩路演。 中新网南宁6月5日电(林艳华唐夏云)6月5日，在中共广西壮族自治区委员会金融委员会办公室指导下， 由中共南宁市委金融委员会办公室、南宁市投资促进局联合主办的"智汇南宁·共融未来"——人工智能 项目路演暨政金企融资对接会活动在南宁举办。 本次活动吸引人工智能企业、金融机构、股权投资机构、担保机构、中介服务机构等近百名代表参会。 当前，以人工智能为代表的科技创新快速发展。作为面向东盟开放合作的前沿和窗口，广西南宁市紧紧 围绕国家赋予的新定位新使命，积极抢抓国家实施人工智能能力建设普惠计划和中国—东盟自贸区3.0 版首次将数字经济纳入的重大机遇，充分发挥自身资源禀赋和比较优势，用好南宁国际通信业务出入口 局、中国—东盟信息港南宁核心基地等重要平台和载体，出台针对性政策措施，协力打造"北上广研发 +广西集成+东盟应用"的发展路径，提速建设中国—东盟人工智能创新合作 ...