On December 8, 2023, the 2023 Annual Summit of Baoli Investment, co-sponsored by Beijing Jianggan Capital Management and Beijing Baoli Xiangyuan Investment, was successfully held in Beijing. Li Hongwei, Founding Partner of Jianggen Capital and President of Baoli Investment, Xiang Songzuo, President of Shenzhen Greater Bay Area Financial Research Institute and author of "New Capital" and "New Economics", Zhu Qibing, Chief Macro Analyst of Bank of China International**, Bai Weihua, Head of Strategic Development Department of Jianggen Capital, Sun Yutong, Director of Baoli Investment Advisory Department, Xia Pengfei, General Manager of Cross-border Finance Department of Baoli Investment, and founders from well-known enterprises such as Jiutian Ruixin and Tianren Micro-Nano gathered together to discuss development. At the same time, there are also a number of professional investment institutions, unicorn enterprises, industry associations, mainstream ** and other fields of elites to visit.
In the new economic era, China's science and technology innovation industry has ushered in unprecedented opportunities. The hard technology industry represented by semiconductor chips, new energy and new materials, biomedicine, artificial intelligence, etc., has accelerated its rise and breakthroughs, and new digital ecosystems such as ChatGPT have emerged. From emerging to standout, all kinds of innovative technologies have redefined the future development trend and become a new driving force for economic development. At the beginning of the summit, Chen Yanxu, the strategic development department of Baoli Investment, introduced the guests one by one as the host of the summit, and expressed his warm welcome and heartfelt thanks to all the leaders, experts, founders and representatives of the enterprises present
Zhu Qibing, Chief Macro Analyst of Bank of China International**, delivered a keynote speech on "How to Understand the Current Macroeconomy and Policies - 2023 Review and 2024 Outlook". Mr. Zhu made an in-depth analysis of the macro situation of China's economic development in 2023, shared several key nodes of China's macro policies, the main reasons for the lack of domestic demand, changes in the international environment and the evolution of China-US relations, and elaborated on the new driving force of China's economic growth in the future. Combined with the international situation and the development trend of China's economy in 2023, he said that in the current era of low global growth, China's global status has risen significantly, and China's economy is in a critical period of transformation and upgrading and comprehensive deepening of reform.
At present, all walks of life have undergone a severe test, whether real estate investment can be boosted is still the key, interest rates may enter a short-term upward phase, and signs of RMB appreciation are gradually accumulating. With the continuous release of policy effects, the economy is expected to maintain a steady momentum of development, and China's economic growth still shows endogenous and resilient. He concluded that there is still room for repair of residents' consumption tendency in the future, whether the investment side can be improved or the key, infrastructure investment is still an important support, inflation is moderately rising, policy shift to stable growth, transformation and upgrading are still medium and long-term goals. In the future, the driving force of China's economic growth will mainly be strategic emerging industries, cutting-edge science and technology, as well as new technologies, new formats, new models, new applications, and so on.
Xiang Songzuo, President of Shenzhen Greater Bay Area Financial Research Institute and author of "New Capital" and "New Economics", delivered a keynote speech on "Stimulating Innovation and Entrepreneurship and Promoting China's Economic Transformation and Upgrading".
Combined with the current economic development situation at home and abroad, Mr. Xiang Songzuo analyzed the new driving force of global economic growth in the future and the huge impact of cutting-edge technology on the world, and shared the future trend and industrial development direction of China's economic development in the context of the global science and technology game. He said that the current international and domestic economic situation is complex, under the pattern of global integration, the relationship between China and the United States has entered a new stage of development, the world economy has accelerated its recovery, the competition in science and technology has become more intense, and the industry has ushered in a new round of development opportunities.
Looking forward to 2024, Xiang said that it is both a challenge and an opportunity for all walks of life. China is accelerating the improvement of the ability of financial services for the real economy, increasing the financing support of enterprises, promoting the innovation and development of private enterprises, and promoting the continuous growth of the strength of the private economy. He believes that the great changes in the internal growth logic of the economy require us to transform and upgrade. The basic logic of transformation and upgrading should revolve around five dependencies: "relying on the domestic market, relying on transformation and upgrading, relying on private enterprises, relying on independent innovation, and relying on manufacturing investment". In the era of great transformation, the main growth points and investment tracks are: hard technology or national strategic science and technology industry, specialization, special innovation, high-tech manufacturing, intelligent manufacturing, consumption upgrading, brand creation, high-tech agriculture, ecological agriculture, digital economy, new energy industry, new service industry, insurance, pension, financial technology, etc. In the future, a number of explosive unicorn enterprises are expected to be born in these scientific and technological innovation fields, and professional investment service companies should give full play to their own advantages to help outstanding unicorn enterprises grow and expand.
Talking about the main driving force for transformation and upgrading, he said that it comes from innovation and entrepreneurship. He elaborated on the importance of transformation and upgrading, and pointed out that in terms of entrepreneurship, only by stimulating and promoting entrepreneurship can we promote economic transformation and upgrading. The financial industry should promote business innovation in the five directions of science and technology finance, green finance, inclusive finance, pension finance and digital finance.
In the current era of great transformation, the global industrial landscape is accelerating restructuring and transformation, and new industries and industrial growth opportunities are often generated during the period of economic recovery. Private enterprises in the financial industry should seize opportunities, innovate and change, improve quality and efficiency, and strive to provide high-quality investment services for the real economy and investors.
Bai Weihua, head of the strategic development department of Xinjiang Capital, is the main oneHe shared the development history and investment of Jianggan Capital, the early overseas energy and overseas M&A business layout and the achievements in recent years. Immediately afterwards, he focused on sharing the investment logic, investment track, past investment cases, typical projects and key layout of future projects.
Mr. Bai said that Jianggen Capital actively helps scientific and technological innovation, excellent unicorns and specialized and special new enterprises, among which the Beijing Stock Exchange is the main battlefield of "specialization, refinement, special and new", and the projects that the company has laid out in the early stage are expected to usher in a new round of harvest period. Mr. Bai said that Jianggen Capital currently has an investment and research service team of more than 300 people, a total management scale of more than 10 billion, and more than 80 service projects. Keeping up with the country's development direction, Jianggen Capital seizes the opportunities of the new era, and focuses on its core businesses such as equity investment, strategic mergers and acquisitions, and special asset investment. In terms of equity investment, we closely follow the industries and tracks mentioned in the "** Work Report", focusing on semiconductor chips, new energy and new materials, artificial intelligence, medical health, clean energy, low-carbon environmental protection and other industries. He also focused on sharing the layout of Jianggan Capital's S**, mergers and acquisitions, and science and technology innovation industry. In terms of investment strategy and investment layout, Jianggen Capital focuses on investing in the field of hard technology and science and technology innovation and specialized and special new enterprises, and does a good job in various investment businesses in a down-to-earth manner.
In the future, the company will continue to lay out equity investment, strategic mergers and acquisitions, S**, overseas assets and other businesses, and promote the development of the company to achieve more innovative investment results through continuous cultivation and professional core advantages, so as to lead the high-quality development of the industry.
In the theme seminar and roundtable forum of "The Rise of China's Hard Technology Innovation", Mr. Sun Yutong, Director of Baoli Investment Advisory Department, presided over the event, and conducted a super roundtable dialogue with experts from excellent technology companies such as Jiutian Ruixin and Tianren Micro-Nano around the development trends, market opportunities and challenges of hard technology enterprises, as well as how to respond to and take advantage of these opportunities and challenges. In view of the industry, innovative technology, enterprise positioning, core barriers, competitive advantages, profit model, future development of hard technology enterprises, etc., the guests conducted in-depth research and future prospects.
How do the leaders in the field of scientific and technological innovation lead the company to achieve a breakthrough in science and technology in the field of scientific and technological innovation?The CEO of Shenzhen Jiutian Ruixin Technology shared the core competitiveness of the enterprise and how to achieve corner overtaking. She said that the neuromorphic sensor-memory-computing integrated architecture is one of the new architectures in the post-"Moore" era of integrated circuits, and the Jiutian Ruixin chip is based on brain-like computing and realizes the research and development and mass production and sales of sensor-memory computing integrated chips in the form of analog-digital mixture. The first-generation sensor-memory-computing integrated chip ADA100 is an analog-digital hybrid sensor-memory-computing integrated chip with ultra-low-power operation. The second-generation visual storage and computing integrated coprocessor ADA2X0 has been put into production in the first half of this year. With the help of financial capital, the company has continuously achieved new milestones in scientific and technological innovation.
At present, nanoimprint is an alternative technology that can replace traditional and complex optical lithography technology, and is known as one of the main candidates for next-generation lithography technology. The secretary of the board of directors of Qingdao Tianren Micro-Nano Technology Co., Ltd. shared the core competitiveness of Tianren Micro-Nano and said that Tianren Micro-Nano Company is a professional micro-nano processing equipment and solution provider. Focus on the field of nano processing, especially nanoimprint technology, to provide customers with nanoimprint overall solutions. Since its establishment, the company has adhered to R&D and innovation, and has successively won the titles of national high-tech enterprise and Qingdao specialized and special new enterprise.
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At the end of the summit, Xia Pengfei, General Manager of the Cross-border Finance Department of Baoli Investment, delivered a keynote speech on "Changes in the World Pattern and Risk Prevention and Control of High-net-Worth Customers".
Combined with the current changes in the world pattern and the new trend under the new development pattern, Mr. Xia explained in detail how to prevent and control risks and increase assets for high-net-worth clients, and how to grasp certainty in uncertainty. In the face of the ever-changing international situation, more and more high-net-worth individuals are diversifying and reducing risks through the allocation of overseas assets. Then, he analyzed in detail the changes in the international financial market, the current market hotspots and the pattern of the foreign exchange market, and the logic and advantages of overseas asset allocation. Focusing on the trend of overseas investment and how to carry out overseas asset allocation, Mr. Xia talked about the projects and highlights of Baoli Investment's cross-border financial services, helping high-net-worth individuals to realize their overseas asset allocation aspirations and meet the diversified market needs of customers.
The summit simultaneously opened an online live broadcast, actively promoted the rapid development of hard technology enterprises, grasped the opportunities of the times, and helped the development of China's innovative industry, which was reported by investors and Rongzhong Finance, Xinhuanet, Phoenix, CCTV, People's Daily, iQiyi, Finance, Phoenix, Tencent, Youku, Sohu, CCTV, CCTV, China, China, Shanghai, Times and many other mainstream reports.
Adhering to the concept of strengthening the country through science and technology, Xinjiang Capital and Baoli Investment continue to empower innovative technology enterprises and industries for high-quality development. In the future, through more high-quality industry summits and forums, we will help the development of outstanding unicorns and potential unicorn enterprises, comprehensively help the R&D strength and innovation capabilities of science and technology enterprises to upgrade, and continue to contribute to economic development and the construction of a scientific and technological power.