In China's equity investment market in the first quarter of this year, the performance of "machinery manufacturing" exceeded that of "Internet".
Data from Zero2IPO Research Center shows that in the first quarter of this year, there were 137 investment cases in the field of machinery manufacturing, with an investment amount of over 7.1 billion yuan, compared with 134 investments in the Internet sector, which had been superior before, with an amount of 6.3 billion yuan.
The data from the China Investment Research Institute also confirms the same trend, but their research shows that such an inflection point seems to appear earlier. From the end of 2020 and the beginning of 2021, the momentum of "manufacturing" began to catch up with the "Internet". ".
Although the statistical caliber is slightly different, many research institutions and the industry agree with the views of the above-mentioned institutions - the manufacturing industry is more and more favored by capital, and the trend is becoming more and more popular than the Internet.
From the perspective of the capital market, since the start of the registration system, social funds have been further concentrated in the manufacturing industry. According to the statistics of Zero2IPO, the industry distribution of public offerings (IPOs) in the equity investment market last year shows that the number of listings in the machinery manufacturing sector topped the list with 113, and the amount of listing financing was nearly 75 billion yuan.
Compared with the "investment fever" in the manufacturing industry, investment and financing in the Internet sector has "cooled down". According to the report of the China Academy of Information and Communications Technology, in the first quarter of this year, my country's Internet investment and financing continued to decline. The number of Internet investment and financing cases decreased by 35.3% month-on-month and 38.3% year-on-year; the disclosed amount decreased by 42.6% month-on-month and 76.7% year-on-year.
"From the perspective of relevant statistics, investment in manufacturing 'hard technology' is gradually replacing the mobile Internet and becoming the mainstream track for equity investment." Zhang Zhiqian, director of the China Construction Investment Research Institute, told reporters that this is a sign of the direction of capital investment. The change. Behind the changes in data are the changes in the mentality of investors and enterprises, and the changes in the driving force for industrial upgrading, which looms the trend of China's economic "realization", and also projects the effect of economic transformation and upgrading in recent years.
High-tech manufacturing is increasingly favored by investors and start-ups.
According to data from Tianyancha, in the first quarter of this year, new energy vehicles and industrial robot-related industries registered 11,000 and 12,000 companies, respectively, with an average monthly registration growth rate of 59% and 57%. Among them, the growth rate of newly registered companies related to industrial robots in March was as high as 91.7%.
Recently, Beijing Yundao Zhizao Technology Co., Ltd. has attracted investment from multiple sources such as government guidance funds and equity financing of leading companies. The relevant person in charge of the company told reporters that in response to the market demand of small and medium-sized enterprises, the company has transformed a collection of technologies such as digital twins and artificial intelligence into easy-to-use industrial APPs, making it simple and convenient for them to "go to the cloud" and "use data".
Lanchi Ventures has been focusing on the robot "track" in recent years. Cao Wei, a partner of the company, observed that in the past two years, in some vertical segments, the robot market has ushered in a rapid explosion. "The change trend of the underlying technology is very critical. Look for opportunities from changes. The greater the change, the greater the opportunity." He told reporters that in the next 20-30 years, the application scope and scenarios of robots will continue to increase.
From the iterative model of "creating scenes" to the hard-core drive of "scientific and technological innovation", the underlying logic behind the transformation of the Internet to manufacturing is changing, and the driving force for industrial upgrading is also changing.
"In the investment market, the manufacturing industry has always been hot." Liu Jingkun, president of the China Investment Research Institute, has been paying attention to China's equity investment market for a long time. He told reporters that the blessing of hard technology, the enhancement of industrial chain supplementary chain demands, "specialization, specialization and innovation" "Driven by factors such as corporate support, the value of manufacturing investment has risen, and it has become more and more sought after by various capitals. In contrast, the Internet field has begun to decline in popularity due to increased uncertainty in capital returns.
Liu Jingkun told reporters that the dividend of mobile Internet is a major underlying logic in the development of the past ten years. The Internet industry relying on traffic advantages has quick returns and large profits, and has become the number one winner. In recent years, with the empowerment of new technologies such as artificial intelligence, 5G, cloud computing, and biotechnology, the machinery manufacturing industry has opened a new track. This is also the inevitable result of the accumulation of manufacturing development to a stage. "In the foreseeable 5-10 years in the future, the investment in the manufacturing industry will become more and more hot." (Reporter Sun Shaohua Guo Qian)