作者 | 投资哥 来源 | 投资家网 LP募资情报 百诚医药布局生命健康基金，拟出资2000万元 成都设立科幻与未来产业发展基金，目标规模超30亿 近日，在第二届科幻产业发展促进大会上，成都正式宣布启动科幻与未来产业发展基金。这是全国首只 城市级科幻未来产业引导基金，目标规模超30亿元，存续期限7年，采取直接投资与子基金模式。基金 由成都科创投集团、成都传媒集团、成都交子金控集团合资设立公司任普通合伙人与执行事务合伙人， 天府文投公司担任基金管理人。基金将重点投向科幻阅读、影视、游戏、衍生品、装备等"科幻＋"领 域，以及互联网应用、数字智能与内容、消费、制造等"未来＋"赛道，助力成都构建现代科幻产业体 系，建设"中国科幻之都"。（天府文投） 投融资动态 振电智感完成千万元天使轮融资，加速核心技术落地 近日，专注于传感器技术研发与应用的振电智感宣布完成近千万元天使轮融资，本轮融资由麟阁创投领 投，水木清华校友基金跟投。振电智感深耕工业级与消费级传感器领域，其研发的高精度传感器在智能 制造、智能家居等场景具备显著优势，可实现对温度、压力、位移等数据的精准采集与分析。此次天使 轮融资的落地，不仅为企业注入了发展资金 ...

Group 1 - The latest stock price of Cambrian-U is 695.00 yuan, with an increase of 5.94 yuan, representing a growth of 0.86% compared to the previous trading day [1] - The opening price for the day was 686.00 yuan, with a highest point of 699.90 yuan and a lowest point of 682.58 yuan, resulting in a trading volume of 48,788 lots and a total transaction amount of 3.38 billion yuan [1] - Cambrian-U operates in the semiconductor industry, focusing on the research and development of artificial intelligence chips, with products including cloud intelligent chips, edge computing chips, and processor IPs [1] Group 2 - The company aims to provide core hardware support for intelligent computing, with its business covering multiple technology sectors [1] - On the day of reporting, the net inflow of main funds into Cambrian-U was 157.58 million yuan, accounting for 0.05% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow of main funds was 150.80 million yuan, also representing 0.05% of the circulating market value [1]

Core Insights - The integration of artificial intelligence and robotics is driving the development of embodied intelligent agents towards higher levels of autonomy and intelligence [1] - Key components of embodied intelligent agents include high-precision sensors, bionic actuators, edge computing chips, and flexible materials, which directly impact the performance and application scenarios of robots [1] - The forum will focus on the technological frontiers, common challenges, and application ecosystems of core components in embodied intelligence, inviting industry experts and representatives from the supply chain for discussions [1] Forum Details - The forum is themed "Focusing on Core Components to Empower Embodied Intelligence" and is organized by various institutions including the China Association for Science and Technology [2] - Scheduled for August 10, 2025, at the Beijing Yichuang International Exhibition Center [2] - The agenda includes expert reports, solution presentations, and roundtable discussions on industry hot topics [3] Industry Context - The event is part of the World Robot Conference, emphasizing the urgent need for high-performance core components in industrial and humanoid robots [3] - Key components such as bionic tactile sensors and flexible drive mechanisms are seen as critical breakthroughs to overcome performance bottlenecks in robotic systems [3]

Core Insights - The integration of artificial intelligence and robotics is driving the development of embodied intelligent agents towards higher levels of autonomy and intelligence [1] - Key components of embodied intelligent agents include high-precision sensors, bionic actuators, edge computing chips, and flexible materials, which are crucial for enhancing robot performance and application scenarios [1] - The upcoming forum will focus on the technological frontiers of core components, common challenges, and application ecosystems in various fields such as humanoid robots, industrial automation, and medical rehabilitation [1] Forum Details - The forum is themed "Focusing on Core Components to Empower Embodied Intelligence" and will take place on August 10, 2025, at the Beijing Yichuang International Exhibition Center [2] - The World Robot Conference will be held from August 8 to 12, 2025, featuring over 200 leading domestic and international companies, showcasing industrial robots, humanoid robots, service robots, and special robots [2] - The forum aims to gather reports from industry experts and representatives to discuss technological breakthroughs and industry collaboration in the field of embodied intelligent components [3] Technical Focus - The forum will address core component technologies such as bionic tactile sensors and flexible drive mechanisms, as well as common challenges like reliability, cost control, and standardization [3] - Topics for reports may include the current status and bottlenecks of core technologies related to perception, execution, and intelligent emergence, as well as key technical difficulties in sensors and actuators [3] Participation Invitation - The forum invites industry experts and representatives to participate and share insights, with opportunities to present new technologies, products, and sign cooperation agreements [3]

Core Viewpoint - Shenzhen has officially implemented measures to promote high-quality development in the semiconductor and integrated circuit industry, establishing a total fund of 5 billion yuan to support the optimization and quality enhancement of the entire industry chain [1][2] Group 1: Industry Overview - Shenzhen is a key hub for China's integrated circuit industry, home to notable companies such as HiSilicon, Memory Technology, ZTE Microelectronics, and BYD Semiconductor, covering critical areas like design, manufacturing, equipment, and materials [1] - The scale of Shenzhen's integrated circuit industry reached 142.4 billion yuan in the first half of this year, marking a historical high with a year-on-year growth of 16.9% [1] Group 2: Specific Measures - The newly introduced measures focus on three core goals: strengthening, stabilizing, and supplementing the industry chain, with ten specific support initiatives aimed at breakthroughs in high-end chip products, enhancing chip design support, and accelerating the application of EDA tools [1][2] - Companies are encouraged to develop high-end general-purpose chips such as CPUs, GPUs, DSPs, and FPGAs, as well as specialized chips for artificial intelligence and edge computing to meet diverse market needs [1] - The measures emphasize the importance of local EDA tool development and application to enhance self-sufficiency [2] Group 3: Funding and Investment - The "Saimi Industry Private Equity Fund," with a total scale of 5 billion yuan, aims to invest in key projects and leading companies in Shenzhen's semiconductor and integrated circuit sectors, focusing on building a localized supply chain [2] - The fund is designed to support projects that significantly contribute to the improvement of the industry chain, promoting a collaborative and efficient development mechanism [2]

Core Viewpoint - CloudWalk Technology Co., Ltd. (stock code: 9678.HK) has successfully gone public, becoming the first company in the Hong Kong stock market to focus on General Artificial Intelligence (AGI) as its main business, with a market capitalization exceeding HKD 23 billion in its first week of trading [1][2]. Financial Performance - The company issued 1.561 million shares at an IPO price of HKD 205 per share, raising a net amount of approximately HKD 206 million [3]. - In its first week, the stock price peaked at HKD 338.6, closing at HKD 329.4, representing a 60.6% increase from the issue price, with a total market capitalization of HKD 233.7 billion [2][3]. Technological Investment - Despite rapid expansion, the company maintains a high level of investment in R&D, with projected R&D expenses of HKD 280 million in 2024, accounting for over 30% of revenue [5]. - The company's computing power has reached 184 PFLOPS, enabling real-time training and inference of large models with hundreds of billions of parameters [5]. Commercial Strategy - The company employs a "lighthouse customer" strategy, deeply binding with industry leaders such as Gree, Ping An Technology, and Xiamen Metro, increasing its customer base in lifestyle scenarios to 411 and covering over 500 medical institutions [7]. - The average revenue per project has increased by 38% year-on-year, reflecting a strategic shift towards high-value customers and improved project quality [7]. - The revenue share from end-users has decreased from 52.7% in 2022 to 44.9% in 2024, while the share from system integrators/agents has risen to 55.1%, indicating a flexible market expansion strategy through ecosystem collaboration [7]. Future Plans - The company plans to use the net proceeds from the IPO for four main areas: investment in core technology R&D such as Atlas AI infrastructure, expansion into vertical industry applications like smart healthcare and transportation, acceleration of international expansion focusing on emerging markets in Southeast Asia and the Middle East, and strategic partnerships along with operational funding [7].

Core Viewpoint - The Tianjin Municipal Government has issued the "Tianjin Action Plan for Promoting Innovation and Development of Artificial Intelligence (2025-2027)", focusing on enhancing computing power technology and platform construction [1] Group 1: Support for Technology Development - The plan emphasizes support for breakthroughs in computing power technology and the construction of platforms [1] - It aims to promote the development of secure and reliable underlying technologies [1] - The establishment of high-performance intelligent chip R&D platforms is a key focus, including support for the research and iteration of core chips such as CPUs and GPUs [1] Group 2: Chip and System Development - The initiative supports the development of reconfigurable and integrated storage-computing systems, open-source instruction set architectures (RISC-V), edge computing chips, and high-speed communication network cards [1] - It promotes the research and development of AI operating systems, AI databases, and industrial software that integrate "cloud, edge, and terminal" technologies [1] - Support is also provided for the development of autonomous all-flash storage systems, AI servers, chip-on-board systems, and intelligent equipment [1] Group 3: Diverse Computing Power Platforms - The plan encourages the construction of diversified computing power platforms, including national supercomputing internet platforms and integrated computing power platforms that combine supercomputing, intelligent computing, and storage [1] - It aims to leverage the municipal computing power trading platform for the efficient coordination and scheduling of diverse computing resources [1] - The initiative includes plans for pilot testing of a national integrated computing power network monitoring and scheduling system [1] - There is a forward-looking layout for aerospace computing [1]