中访网数据 宁德时代新能源科技股份有限公司于2026年1月23日发布公告，宣布其参与投资的产业投资 基金"博裕新智新产（宁波）股权投资合伙企业（有限合伙）"已在中国证券投资基金业协会完成私募投 资基金备案。该基金备案日期为2026年1月23日，备案编码为SBLV67，管理人为博裕陶然（上海）股权 投资管理有限责任公司，托管人为上海浦东发展银行股份有限公司。根据公司此前于2025年12月1日披 露的信息，宁德时代作为有限合伙人认缴出资人民币5亿元，占该基金首次交割后总认缴规模40.01亿元 的12.497%。此次备案完成标志着该基金已正式设立并可以开始合规运作。宁德时代表示，将根据相关 法规要求，持续披露基金的后续进展。 ...

Core Viewpoint - CATL has re-entered the investment scene by committing 500 million yuan to a new fund managed by Boyu Capital, signaling a recovery in China's venture capital market by the end of 2025 [4][6]. Group 1: Investment Activity - CATL announced its investment of 500 million yuan in the "Boyu New Intelligence New Industry (Ningbo) Equity Investment Partnership," which has a total subscription scale of 4 billion yuan, focusing on technology, healthcare, consumer goods, and retail sectors [6][8]. - Other companies, including Luoyang Molybdenum and Yitai B shares, have also announced their participation in the same fund, indicating a broader interest in this investment opportunity [8]. - The investment by CATL is part of a larger trend where the company is reviving its investment activities after a slowdown in recent years, having previously invested over 2.3 billion yuan in six funds within six months in 2021 [8]. Group 2: Market Sentiment and Trends - The investment by CATL reflects a shift in the overall sentiment of the primary market in 2025, moving away from caution to increased activity among investors [10]. - According to the "LP Panorama Report 2025," the private equity market in China has shown signs of recovery, with a nearly 10% increase in both fundraising and investment activities [10]. - The first three quarters of 2025 saw institutional LPs committing approximately 1.24 trillion yuan, a year-on-year increase of 9%, and the number of newly registered funds rose by 15.18% [10]. Group 3: Return of Institutional Investors - Established institutional investors like Tencent and Alibaba are returning to the market, focusing on future-oriented sectors such as AI and robotics, while new capital from various industries is also entering the equity investment space [11]. - The presence of foreign LPs is re-emerging, with several dollar institutions disclosing new fundraising activities, contributing to overall market confidence [12]. - The return of confidence is creating a positive feedback loop, with policy support for technological innovation and emerging sectors generating new opportunities [12]. Group 4: Long-term Investment Strategy - The current market recovery is characterized by a more patient capital approach, with both old and new investors seeking long-term alignment with industry evolution and national strategies [14]. - CATL's active participation in the LP market not only reflects confidence in its capital allocation but also signifies a clear marker of the primary market's transition into a new development phase [14].

作者：MD 出品：明亮公司 「明亮公司」获悉，近日，博裕投资旗下新基金主体 " 博裕新智新产（宁波）股权投资合伙企业 （有限合伙） "（下称"博裕新基金"）已获宁德时代、洛阳钼业、伊泰B股等 三家上市公司 的投 资， 三家上市公司相关主体作为有限合伙出资各 5亿元人民币 ，相关公告显示，新基金此次募集认 缴总额为 40.1亿元，目标规模80-100亿元 以下文章来源于明亮公司 ，作者主编24小时在线 明亮公司 . 追踪新商业、好公司，提供一手情报与领先认知。 除此之外，博裕新基金的投资者还包括 内蒙古伊泰煤炭股份有限公司 （下称 "伊泰煤炭"），据公司 上市主体伊泰B股（900948）公告，伊泰煤炭 作为有限合伙人认缴出资人民币 50000万元，持有基 金12.497%的份额 。伊泰 B股2025年第三季度财报显示，年初至三季度末公司营业收入约 311.4 亿 元，归属上市公司股东净利润约 37.7 亿元。 洛阳钼业公告显示， 投资期内年度管理费金额为各有限合伙人认缴出资的 2%。新 基金 主要专注于 科技、医疗健康、消费品和零售三大朝阳产业。 三家上市公司公告显示，博 裕陶然（上海）股权投资管理有限责任公司 ...