The equipment and high-tech manufacturing industries are growing rapidly
In the first half of 2021, with the gradual recovery of our country’s economy, the growth rate of the manufacturing industry is leading other industries, especially traditional mining, electric power, In the heat, gas and water production and supply industry, the leading role of equipment and high-tech manufacturing is prominent. In terms of products, the growth rate of new energy vehicles, supply robots and semiconductor integrated circuits is particularly obvious, far exceeding other categories in the industry.
The equity investment market has picked up significantly
In terms of equity investment, although the domestic epidemic situation has continued to recur in the first half of 2021, it is generally under good control. The expected economic recovery has driven the rapid growth in the number of investment cases and total investment amount. Growth, the equity investment market has picked up significantly, with the number and amount of investment cases increasing by 26.0% and 50.3% year-on-year respectively. Investment in large consumer goods has picked up significantly, and industries such as "IT", "medical health care", "semiconductor and electronic equipment" have maintained high investment enthusiasm.
The popularity is concentrated in high-tech manufacturing
In equity investment, the popularity is concentrated in the top four industries. The number of investment cases is Akan, and the top four industries account for more than 70%. , in terms of investment amount, the top four industries accounted for 64%. The top three emitters are high-tech manufacturing industries such as IT, biotechnology/health medicine, Internet and semiconductor technology.
In the first half of 2021, in terms of the number of investment cases, IT, biotechnology/medical health, semiconductor and electronic equipment ranked the top three with 1,225, 823 and 566 investment cases respectively. Judging from this, biotechnology/medical health, IT, and the Internet ranked the top three with 81.077 billion yuan, 78.496 billion yuan, and 74.734 billion yuan respectively.
In terms of the growth rate of investment amount, the year-on-year growth rate of machinery manufacturing, IT, and the Internet is more than 70%, among which the year-on-year growth rate of machinery manufacturing is more than 100%.
Investment in equipment and high-tech manufacturing is heating up
In terms of CVC investment, since 2016, the number of CVC investments has been gradually declining. After 2018, affected by market liquidity and trade frictions, corporate strategic investment activities further shrank and investment amounts fell. Despite the decline in total volume, CVC investment in scientific and technological innovation industries such as semiconductors, biomedicine, and machinery manufacturing has increased significantly. CVCs with different industrial backgrounds invest in different industries. Generally speaking, CVCs tend to invest in areas that are more closely related to their main businesses and have more obvious growth trends.
——The above data refers to the "China Venture Capital and Private Equity Investment Market Foresight and Strategic Planning Analysis Report" by the Qianzhan Industry Research Institute