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| 书 名： | 突破瓶颈 | ||||
| 英 文 名： | BREAK THROUGH BOTTLENECK | ||||
| 作 者： | 建信北京 | ||||
| I S B N： | 978-7-5228-1395-0 | ||||
| 关 键 词： | 信托投资 金融经济 经济转型 | ||||
| 出版日期： | 2023-02-01 | ||||
中文摘要
本书是建信（北京）投资基金管理有限责任公司（简称建信北京）对中国高科技行业深入研究分析的集成，也是各行业组数年PE投资经验的总结。本书结合当下中国发展现状和历史沿革，从宏观战略到高科技行业投资落地生根对公司未来几年的股权投资方向和整体逻辑进行了研判和谋划。书中涉及通信、高端制造、新能源、电子/计算机、新材料、大消费、生物医药、军工等多个学科，并提供了大量的数据、案例和参考文献。
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CommonID:DIR_72556529,ID:15140561,SiteID:14,Type:formerAidText,Code:null,ParentId:0,InnerCode:717413,name:序言 突破瓶颈 追逐梦想,ShortName:,SubName:,EnTitle:null,EnShortTitle:null,EnSubTitle:null,Level:0,BookId:15140556,AbstractCH:null,AbstractEN:null,KeyWords:null,EKeyWords:null,SubjectWords:null,LiteratureId:15140560,Fileref:null,OrderFlag:0,IsLeaf:Y,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:null,XmlID:null,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:30.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:0,ShowType:putong,LogoID:0,PdfID:0,DownCount:0,AuthorInfos:null,BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:序言 突破瓶颈 追逐梦想,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:null,researchorg:null,CopyRightDate:null,ExcellentPeriod:null,PrizeLevel:null,IsExcellence:null,ContentClass:null,IsDisabled:N,SearchTitle_2:序言 突破瓶颈 追逐梦想,_RowNo:1
CommonID:DIR_72556530,ID:15140563,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717414,name:军工行业 百年变局下国家战略安全支持的长期投资大逻辑,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:在“十四五”期间及更长的一段时期内，随着我国国家安全战略要求、经济社会发展和军费持续稳定提升，未来国防军工行业蕴含的巨大的投资机遇将不断被验证。为此，投资团队从军工行业时代要求、商业特点、投资时机、过往经验、布局方向和标的筛选等多角度提炼分享投资理念和投研成果。基于此，本文首先分析了军工行业存在长期确定的投资机会，以及与其他行业对比，为何值得入局，重点投资领域，如何评判。,AbstractEN:,KeyWords:496657,344652,4403,EKeyWords:27877,200486,33562,SubjectWords:,LiteratureId:15140562,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_001,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:30.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:3,ShowType:putong,LogoID:0,PdfID:15140564,DownCount:3,AuthorInfos:{"巩克壮":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"万成杰":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:军工行业——百年变局下国家战略安全支持的长期投资大逻辑,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:军工行业——百年变局下国家战略安全支持的长期投资大逻辑,_RowNo:2
CommonID:DIR_72556561,ID:15140566,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717415,name:商业航天 战略安全主导的军民双向投资是激活商业模式落地生根的根本之路,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:在百年未有之大变局下，由西方主要发达国家主导的逆全球化趋势愈发难以扭转，意识形态和国家安全有逐渐成为主导因素的趋势，而俄乌冲突加速了世界秩序陆权与海权之争。随着SpaceX星链卫星互联网自2022年2月以来在俄乌冲突中的运用及后续影响，低轨卫星互联网在战时紧急状态下对军事、民生、应急通信等领域的重要价值和明显优势已经被充分证实，这必将引起世界主要大国的进一步重视并加速投资布局。低轨卫星星座的频率和轨道资源的稀缺性及全球低轨卫星星座项目的激烈竞争在客观上加剧了我国商业航天亟须快速发展的紧迫性。为解决我国商业航天仍面临的卫星制造成本高、产能不足及火箭运载能力和发射回收复用技术不足带来的发射成本高企问题，在国家和地方政策驱动及社会资本加速入局下，以卫星互联网及卫星遥感为主要领域的商业航天细分赛道已经出现了投资布局时机。为此，投资团队从国内外商业航天发展现状、行业趋势和模式变化、投资时机和重点方向、投资策略和标的筛选等角度加以分析总结，以期为各位投资人提供建信视角。,AbstractEN:,KeyWords:628963,4403,24660,EKeyWords:628964,33562,27461,SubjectWords:,LiteratureId:15140565,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_002,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:30.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:11,ShowType:putong,LogoID:0,PdfID:15140567,DownCount:6,AuthorInfos:{"于永恒":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"谷琳":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"时宗洋":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:商业航天——战略安全主导的军民双向投资是激活商业模式落地生根的根本之路,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:商业航天——战略安全主导的军民双向投资是激活商业模式落地生根的根本之路,_RowNo:3
CommonID:DIR_72556587,ID:15140569,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717416,name:半导体设备 产业链安全驱动下的长期国产替代投资逻辑,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:中华人民共和国成立后，中国制造业实现了翻天覆地的变化。2021年，中国工业生产总值达到5.77万亿美元，居全球第一位。一方面，中国成为拥有全部工业门类的国家，是超过200种工业产品的全球最大供应商，多数制造行业的全球占比达到25%以上的水平；另一方面，随着科技进步和国际贸易的发展，制造业向精细化、高端化方向推进，而我国在高端制造领域与世界领先水平依然有较大差距，半导体制造行业是其中最为典型的代表。2021年，中国半导体进口金额达到4623亿美元，同比增长23.78%，出口金额达到2026亿美元，同比增长34%，贸易逆差高达约2600亿美元；2021年，中国半导体制造的全球占比约为16%，远远低于中国制造业在其他领域的占比。当前，我国半导体产业受到以美国为首的部分国家的封锁和打压，半导体设备采购屡屡受限，处境非常艰难。半导体设备赛道是我司持续关注的行业赛道，也是近年来发展前景数一数二的优质赛道。笔者有幸负责、参与了若干半导体设备项目，在此浅谈半导体设备行业投资心得，权当抛砖引玉。,AbstractEN:,KeyWords:77594,4403,668589,EKeyWords:115737,33562,219944,SubjectWords:,LiteratureId:15140568,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_003,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:30.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:4,ShowType:putong,LogoID:0,PdfID:15140570,DownCount:6,AuthorInfos:{"林威":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"蒋海桑":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"崔晔":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:半导体设备——产业链安全驱动下的长期国产替代投资逻辑,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:半导体设备——产业链安全驱动下的长期国产替代投资逻辑,_RowNo:4
CommonID:DIR_72556604,ID:15140572,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717417,name:第三代半导体 破局者和补锅匠色彩并重的半导体材料革命,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:在人类文明发展史中，材料科学的进步极大地提升了人类的生产效率，材料的不断迭代推进了人类文明发展的进程。目前我们正处于信息化时代，第一代半导体材料——硅基半导体芯片是信息化世界的基石，早已渗透人类现代生活的每个角落。传统硅基材料的发展在某些领域正遭遇瓶颈，人们把目光投向了非硅基的新型衬底材料，以追求更高的性能和更低的功耗。在过去的数年里，以氮化镓、碳化硅为代表的第三代半导体材料实现了快速的推广，小到手机充电器，大到新能源汽车，在日常生活中人们能越来越多地看到第三代半导体的身影。与我们一般观念中战斗机等的代际替代带来的实力绝对碾压不同，半导体的代际更替并不意味着第三代半导体可在所有领域对硅基半导体实现全面取代。尽管如此，伴随着市场中种类越来越多的新型科技产品对材料性能的极致追求，第三代半导体正在越来越多的领域展现出其独有的性能优势，潜在的市场空间引发了人们的无限遐想。面对明朗的发展前景，投资人应当积极布局第三代半导体这一方兴未艾的领域，助力我国半导体产业突破瓶颈，抢占新的战略高地。基于此，本文分析了我国第三代半导体产业的材料迭代过程以及核心技术，进而分析了未来第三代半导体产业的投资路线。,AbstractEN:,KeyWords:668590,4403,668589,EKeyWords:668591,33562,219944,SubjectWords:,LiteratureId:15140571,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_004,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:30.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:5,ShowType:putong,LogoID:0,PdfID:15140573,DownCount:8,AuthorInfos:{"司朝":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"师栋楷":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"林龙":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:第三代半导体——破局者和补锅匠色彩并重的半导体材料革命,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:第三代半导体——破局者和补锅匠色彩并重的半导体材料革命,_RowNo:5
CommonID:DIR_72556626,ID:15140575,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717418,name:动力电池 汽车行业大变局催生多元技术路线百舸争流,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:随着全球双碳政策出台、燃油车禁售时间发布，全球新能源汽车产销迎来爆发式增长阶段。“先电动、后智能”是新能源汽车产业发展的主要路径。作为电动化革新的核心技术载体，动力电池已然成为新能源汽车产业发展的“命脉”。技术的不断迭代使得动力电池产品向着使用更便捷、能量密度更高、安全性更强等方向不断发展。动力电池厂商如雨后春笋般迅速而大量崛起，给全球汽车产业链带来巨大变革。未来，动力电池产业链的全球化趋势将不断加深，上下游众多企业也将更加重视彼此间的投资与合作。基于此，本文首先分析了当前时代动力电池如何发展以及未来的演进路线，最后分析了在行业黄金期，如何投资动力电池行业。,AbstractEN:,KeyWords:55847,4403,668589,EKeyWords:56912,33562,219944,SubjectWords:,LiteratureId:15140574,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_005,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:30.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:3,ShowType:putong,LogoID:0,PdfID:15140576,DownCount:3,AuthorInfos:{"翟祎雯":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"张晨":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"杜锦超":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"杨兴":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"林龙":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:动力电池——汽车行业大变局催生多元技术路线百舸争流,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:动力电池——汽车行业大变局催生多元技术路线百舸争流,_RowNo:6
CommonID:DIR_72556652,ID:15140578,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717419,name:氢能行业 碳中和背景下的多元技术选择是氢能行业发展的不竭动力,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:碳中和、能源安全、动力电气化共同驱动全球能源体系向清洁化转型。自工业革命以来，随着工业中心的转移，全球碳排放中心沿着欧洲→美国→中国的路径转移。自2005年起我国成为全球第一碳排放大国，占全球碳排放量的1/4强，若延续过去高碳排放的发展模式，未来发展空间受碳排放权制约的风险极大，需加快能源清洁化转型步伐。在各种新能源中，氢能源来源广泛、燃烧质量热值为汽油的三倍、燃烧过程零碳排放，是替代化石能源的理想能量载体，发展空间广阔，未来将有可能出现氢能领域的埃克森美孚、英国石油、壳牌、中国石油、中国石化等类似能源巨头，这是一条值得投资者长期关注的重要赛道。基于此，本文首先分析了国家如何定位氢能产业、其次分析了氢能产业的发展路径和未来的投资路线。,AbstractEN:,KeyWords:668592,4403,668589,EKeyWords:537244,33562,219944,SubjectWords:,LiteratureId:15140577,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_006,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:31.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:8,ShowType:putong,LogoID:0,PdfID:15140579,DownCount:5,AuthorInfos:{"翟祎雯":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"张晨":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"杜锦超":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"林龙":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:氢能行业——碳中和背景下的多元技术选择是氢能行业发展的不竭动力,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:氢能行业——碳中和背景下的多元技术选择是氢能行业发展的不竭动力,_RowNo:7
CommonID:DIR_72556668,ID:15140581,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717420,name:医疗健康 科技与需求双轮驱动是行业长期发展的基石,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:当前，国际形势错综复杂，百年变局和世纪疫情交织叠加，不稳定性和不确定性显著上升，给世界经济前景蒙上浓重阴影。党的二十大之后，安全作为国家战略被广泛提及，包括疫苗在内的生物医药是事关国计民生和国家安全的战略性高科技产业。2020年，中央明确提出构建以国内大循环为主体、国内国际双循环相互促进的新发展格局。双循环新发展格局是中国更高质量、更高效益发展的必然选择，将使中国以更高层次开放和更大力度发挥国内发展潜力，更是中国走向世界经济强国的必由之路。基于此，本文分析了中国医疗健康产业的投资前景、面临的重大机遇以及未来的投资策略。,AbstractEN:,KeyWords:210776,4403,668589,EKeyWords:66629,33562,219944,SubjectWords:,LiteratureId:15140580,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_007,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:31.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:1,ShowType:putong,LogoID:0,PdfID:15140582,DownCount:4,AuthorInfos:{"王邦源":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"李泽西":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"郑栩":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:医疗健康——科技与需求双轮驱动是行业长期发展的基石,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:医疗健康——科技与需求双轮驱动是行业长期发展的基石,_RowNo:8
CommonID:DIR_72556693,ID:15140584,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717421,name:大消费 内外循环引领中国制造迈入中国品牌时代,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:新中国成立70多年来，我国消费市场规模持续扩大，消费结构转型升级对满足人民美好生活需要起到重要作用。党的十八大以来，改革开放进一步深化，供给侧结构性改革持续推进，新业态继续快速增长，新商业模式蓬勃发展，国内市场发展的活力持续释放。消费对我国经济增长贡献率快速提升，在很大程度上有效弥补了投资拉动经济的边际效益递减、外贸增长放缓等不利局面。随着我国居民收入的增长，信息消费、绿色消费、文化消费、个性化消费等新消费将迎来蓬勃发展期，我国消费经济增长空间与潜力较大。未来，消费仍将是我国经济迈向高质量发展的重要支撑，在中国经济格局中占据核心地位。大众消费行业作为一个永不过时的行业，将会孕育更多的投资机会。基于此，本文分析了疫情下消费投资的潮起潮落，进而分析了影响消费投资浪潮的关键因素，未来的投资策略。,AbstractEN:,KeyWords:142870,668593,668589,209959,4403,EKeyWords:428092,668594,219944,450644,27362,SubjectWords:,LiteratureId:15140583,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_008,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:31.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:2,ShowType:putong,LogoID:0,PdfID:15140585,DownCount:4,AuthorInfos:{"高影":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"赵宇晨":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"唐俊威":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"杨兴":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"郑栩":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:大消费——内外循环引领中国制造迈入中国品牌时代,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:大消费——内外循环引领中国制造迈入中国品牌时代,_RowNo:9
CommonID:DIR_72556722,ID:15140587,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717422,name:数控机床 零部件优先突破导向的高端制造国产替代之路,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:“十四五”时期，我国产业转型升级和高质量发展迫切要求高端数控机床普及率的提升，未来需求将越来越大。国内高端数控机床国产市占率低，高度依赖进口国的同时受到禁售禁运，给制造业高质量发展带来极大供给风险。当前我国亟须从“制造大国”向“制造强国”转变，我国数控机床行业经过数十年的发展，技术和产能发展迅速，已具备响应制造业转型的基础。在存量替代更新和增量升级换代的国产替代逻辑下，未来我国数控机床需求将由中低档向中高档转变，国产高端数控机床将在关键零部件、功能部件和数控系统等多方面突破核心关键技术瓶颈，打破国际垄断，实现进口替代的战略目标。在此大背景下，投资团队从价值链和突破关键瓶颈出发，提炼总结了数控机床产业链的投资策略。,AbstractEN:,KeyWords:318938,4403,668589,EKeyWords:668595,33562,219944,SubjectWords:,LiteratureId:15140586,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_009,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:31.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:2,ShowType:putong,LogoID:0,PdfID:15140588,DownCount:6,AuthorInfos:{"唐萧萧":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"秦建":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"贾强":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:数控机床——零部件优先突破导向的高端制造国产替代之路,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:数控机床——零部件优先突破导向的高端制造国产替代之路,_RowNo:10
CommonID:DIR_72556741,ID:15140590,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717423,name:工业软件 打破封锁与制止“贫血”是行业投资国产替代的基本逻辑,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:工业软件是工业技术软件化的成果，是对工业技术/知识、流程的程序化封装与复用，是工业技术核心Know-How的标准化积累，是工业之“魂”和制造强国“重器”，已成为工业化进程不可或缺的一环。我国是工业大国，是全球第一制造业强国，年制造业增加值占全球的30%左右，但我国的工业软件整体市场仅占全球市场的10%，而在工业设计等大量关键软件门类上，我国工业软件的自主化率不足10%。从工业软件的视角来看，我国工业呈现大而不强的特征，在逆全球化风潮下面临严峻的断供风险。国产自主可控工业软件的发展既是我国工业连续供应的迫切需要，也是我国经济未来发展的重要驱动力来源。基于此，本文分析了中国工业软件的为何受关注，以及研发设计、生产制造、工业数字等细分赛道分析。,AbstractEN:,KeyWords:4403,668589,91279,EKeyWords:33562,219944,95202,SubjectWords:,LiteratureId:15140589,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_010,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:31.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:10,ShowType:putong,LogoID:0,PdfID:15140591,DownCount:7,AuthorInfos:{"陈文成":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"彭鹏":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:工业软件——打破封锁与制止“贫血”是行业投资国产替代的基本逻辑,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:工业软件——打破封锁与制止“贫血”是行业投资国产替代的基本逻辑,_RowNo:11
CommonID:DIR_72556759,ID:15140593,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717424,name:生物基材料 科技引领创造广阔市场空间的下一代应用材料,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:碳中和背景下，传统生产方式亟须转型升级。现代工业体系以化石能源为基础，面临着“高能耗、高污染、高排放”等严峻挑战。作为绿色科技组成部分的生物基材料是对传统生产方式的补充或颠覆，已经被我国列为战略性新兴产业，也是“十四五”规划中明确提出要重点开发的材料之一。基于此，本文首先分析了生物基材料的行业现状，其次分析了生物基材料的产业进展，最后分析了生物基材料的投资思路。,AbstractEN:,KeyWords:668596,4403,668589,EKeyWords:668597,33562,219944,SubjectWords:,LiteratureId:15140592,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_011,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:32.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:2,ShowType:putong,LogoID:0,PdfID:15140594,DownCount:5,AuthorInfos:{"许世言":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"王湘远":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"马克":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"林龙":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:生物基材料——科技引领创造广阔市场空间的下一代应用材料,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:生物基材料——科技引领创造广阔市场空间的下一代应用材料,_RowNo:12
CommonID:DIR_72556776,ID:15140596,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717425,name:元宇宙 从概念雏形到落地应用的进程即将完成第一步,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:随着传统互联网红利的消退，元宇宙成了撩动各方心弦的难得机遇。元宇宙打破经典互联网技术瓶颈，延伸应用场景，实现“空间升维、时间延展、社会重构”，打造“可以生活在其中的全真可视环境”，其发展核心是人与人交互理念的改变。元宇宙实现了产业与资本市场的共振，创造了新的产业想象空间，元宇宙概念公司受到广泛关注，成为资本市场的宠儿。基于此，本文从解读什么是元宇宙，如何解读元宇宙到如何投资元宇宙，未来的何去何从进行研究元宇宙。,AbstractEN:,KeyWords:622756,4403,668589,EKeyWords:668598,33562,219944,SubjectWords:,LiteratureId:15140595,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_012,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:32.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:0,ShowType:putong,LogoID:0,PdfID:15140597,DownCount:3,AuthorInfos:{"陈文成":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"邓锋":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"张天羽":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:元宇宙——从概念雏形到落地应用的进程即将完成第一步,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:元宇宙——从概念雏形到落地应用的进程即将完成第一步,_RowNo:13
CommonID:DIR_72556798,ID:15140599,SiteID:14,Type:chapter,Code:null,ParentId:0,InnerCode:717426,name:3D打印 迈入规模化应用阶段的3D打印行业腾飞在即,ShortName:,SubName:,EnTitle:,EnShortTitle:,EnSubTitle:,Level:0,BookId:15140556,AbstractCH:目前，3D打印行业正快速由制造流转变为数字流。在数字经济赋能产业升级的浪潮之下，3D打印行业即将成为我国经济发展新的增长点。党的二十大报告中强调建立现代化产业体系，推进新型工业化，加快建设制造强国、质量强国、航天强国、交通强国、网络强国、数字中国，推动制造业高端化、智能化、绿色化发展。“十四五”期间，在加快产业转型、推动构建现代化产业体系的目标要求下，3D打印技术作为以产业数字化为代表的数字技术与制造业深度融合的典型案例，是推进产业结构高级化和产业链现代化、构建新发展格局的关键技术。随着下游主要应用行业发展需求不断增多及关键核心技术的突破和成熟，3D打印设备、材料、软件等领域蕴含巨大的投资机会。为此，本投资团队结合项目经验，从投资逻辑、布局时机、下游应用情况、技术路线选择、金属3D打印关键领域变化、本土企业看点等角度梳理3D打印行业的发展情况，并给出3D打印行业的投资策略。,AbstractEN:,KeyWords:47602,4403,668589,EKeyWords:53086,33562,219944,SubjectWords:,LiteratureId:15140598,Fileref:null,OrderFlag:0,IsLeaf:N,PubDate:null,FindDate:null,IssueDate:null,DocType:null,ProductSeries:null,Doi:null,InstanceID:0,MinNodeSearch:Y,XmlID:b120230201X20225701001_000_013,Prop1:null,Prop2:null,Prop3:null,prop4:null,AddUser:admin,AddTime:2023-06-05 08:42:32.0,ModifyUser:null,ModifyTime:2024-02-15 10:32:10.0,HitCount:0,ShowType:putong,LogoID:0,PdfID:15140600,DownCount:3,AuthorInfos:{"马克":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"王湘远":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"许世言":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""},"时宗洋":{"Address":"","Affiliation":"","Email":"","Role":null,"Photo":"","Blurb":""}},BookPublishDate:2023-02-01 00:00:00.0,SearchTitle:3D打印——迈入规模化应用阶段的3D打印行业腾飞在即,ISBN:978-7-5228-1395-0,BookTitle:突破瓶颈,BookStatus:7,AllowDownload:Y,BookVersionNum:,researchorg:,CopyRightDate:null,ExcellentPeriod:,PrizeLevel:,IsExcellence:N,ContentClass:,IsDisabled:N,SearchTitle_2:3D打印——迈入规模化应用阶段的3D打印行业腾飞在即,_RowNo:14
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