Scriptures 丨 Precision investment new energy under uncertainty is still the core track of venture capital

Cover reporter Liu Xuqiang Zhu Ning

In the first half of this year, the venture capital market frequently came out of the sound of "capital cold winter". On July 8th, IT Orange released a report saying that the new economic financing in the second quarter of this year was again cold, and domestic investment trading events and total amount fell for three consecutive quarters.

Left: Senior expert lecturer of the Shenzhen Stock Exchange Hong Leyou: Xu Xiang, general manager of Shenchuangzun Southwest Region

The good news is that the ecology of the venture capital market is still continuously improved. On the same day, the CSRC launched a private equity venture capital fund to distribute the pilot work of stocks to investors. Some analysts said that the move promoted the investment of the private equity venture capital fund-withdrawn-reinvestment virtuous cycle, thereby better play the fund's support for the real economy and innovation and entrepreneurship.

"Canghai's horizontal flow of heroes, the more difficult it is, the better the good project can stand out." Xu Xiang, the general manager of Shen Chuangzun, Xu Xiang, said. In order to explore how the venture capital agency is now looking for a breakthrough way, Xu Xiang was invited to be the "Classic Music" program in this period and discussed with Hong Le, a senior expert lecturer of the Shenzhen Stock Exchange.

The involved in the venture capital market's requirements for precision investment in the organization is even more prominent

Since 2021, the retreat from the highest point to the lowest point of each index of the secondary market has exceeded 30%. For example, the maximum retracement of the science and technology board index is 47.95%. The changes in the secondary market are also being transmitted to the first -level market. In the past six months, the number of investment in the entire equity investment market has declined significantly.

In this regard, Xu Xiang believes that the investment market is not necessarily a bad thing. "In the past, the peak of venture capital, one on the ground of venture capital institutions, and tens of thousands of venture capital institutions and hundreds of thousands of practitioners in China during the peak period. If listed as a simple criterion, in recent years, listed companies have up to 4,500 hundreds of hundreds of each year. Home. The number of companies listed on the market each year, the number of reasonable investment cases each year should be 2,000 and 3,000. Therefore, we actually don't need to have such a large venture capital market and venture capital funds. "Xu Xiang said.

Xu Xiang added that behind the slow speed is the requirements for precision investment. "The essence of investment is the allocation of resources, and allocate social resources, especially funds, and configure it into the hands of the best entrepreneurs to allow him to create the greatest economic and social benefits. From this perspective, we are required to reduce the failure of our investment institutions and improve the failure and improve it. Success rate."

Helping the "double carbon" goal to achieve the new energy track brings certainty to the Sichuan -Chongqing venture capital market

Needless to say, there is still a certain investment opportunity for investment in the current investment industry. A few days ago, Ni Zewang, the chairman of Shenchuang Investment, believed that the independent technological innovation of hard technology entrepreneurs led the current trend of entrepreneurship. In addition, new energy, Xinchuang Industry, biomedicine, and some cutting -edge technology areas are also certain opportunities for investment.

In the southwest region, Xu Xiang lamented that in the past 10 years in his deep cultivation of the Southwest Venture Capital market, the entrepreneurial market in Sichuan -Chongqing has leapfrog. "Whether it is the number of entrepreneurial teams or the younger of the team's age structure, it has made great progress." Since the release of the "Outline of the Construction Planning of the Shuangcheng Economic Circle of Chengdu -Chongqing Area" last year, The region plays an increasingly important role in the entire market venture capital.

Specifically, for example, under the "double carbon" goal, new energy technology and project development, including photovoltaic, are all certain investment opportunities in Sichuan. In this regard, companies with all -industrial chain capabilities have greater interest and adjustable profit margins, and they are also favored by the capital side.

In addition, Sichuan also has the advantages of venture incubation in the digital transformation of traditional industries, deep processing of mineral resources, electronic information, Internet, biomedicine, and new consumption.

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