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Cowin Capital Deng Jing: 5 investment logic, Nuggets China high-end manufacturin

2018.09.18 15:54

In the past six months, despite the obvious changes in the external environment, the fundamentals of the Chinese economy have not changed for a long time, and there are still many opportunities.

Guangdong took the lead in introducing new ten measures to support the development of the real economy, vigorously supporting enterprises to “reducing costs and increasing efficiency” and injecting strong momentum into the real economy at the policy level.

We talk about investing back to the source. In recent years, the investment industry has popularized the popular words such as “window” and business model. The industry mentality is relatively impetuous; now it is more important to focus on value investment and vigorously develop the real economy, especially high-end manufacturing.

Relying on the foundation and advantages of Shenzhen in the high-end equipment and information industry, we will further increase the research and development and industrialization of key nodes and core technologies, complement the “pain points” and “short boards” of industrial development, and help the real economy to achieve stability and stability.

Tongchuang Weiye is considered to be a VCPE in the RMB fund that is divided into different teams to do industry investment. The main investment track includes: big technology, big health, big emerging, big consumption.

Among the 39 companies that have been listed on the IPO, two-thirds of them are related to high-end manufacturing; more than one-third of the 20 companies that have exited the merger have invested in high-end manufacturing.

In terms of investment area, considering the impact of the business environment on the success rate of the project, in recent years, it has concentrated on the advantageous areas, with the Yangtze River Delta and Pearl River Delta regions as the strategic layout priorities.