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宁波联合04月25日DDE大单资金(主力资金)净流入2566.86万元,两市排名300/5150。近3日宁波联合主力资金持续流入,3日共净流入1.07亿元。

【投顾分析】

该股今日DDE大单净额为正,且最近3日均量亦为正,表明近期主力资金买入居多,主力资金短期处于流入趋势;投顾建议:投资者对该股短期走势可持乐观态度。

  要点

  “你会看到,传统风险投资基金对我所说的实体企业的投资越来越多。”锡人资本(TinMenCapital)的联合创始人兼合伙人杰里米・陈(JeremyTan)告诉美国消费者新闻与商业频道(CNBC)。

  在近期的市场波动和不确定性中,一些东南亚的风险投资家正将注意力从风险较高的早期初创企业转向更为成熟的后期阶段企业。

  根据数据智能平台Tracxn的数据,2022年至2024年间,风险投资投资者对科技公司的投资资金从约101亿美元下降到约22亿美元,降幅约为79%。

  风险投资家通常对风险有很强的承受能力,但一些东南亚的投资者却变得越来越谨慎。

  “我认为现在出现了大量资金流向安全领域的情况。”二手车交易平台Carro的联合创始人兼首席执行官亚伦・陈(AaronTan)告诉CNBC。

  他补充说,该地区的一些风险投资投资者现在更倾向于选择那些能证明有盈利能力的“稳妥投资”,而不是典型的高增长科技初创企业。

  “我注意到,最近有很多投资——这让我有点担心——投向了我认为不适合风险投资的公司,因为……它们本质上是线下业务。”他说。

  风险投资还是私募股权?

  据业内人士称,在过去两年里,这种转变变得更加明显,一些风险投资投资者已将关注点从风险较高的早期初创企业转移到更为成熟的后期阶段企业。

  Carro联合创始人兼首席执行官亚伦・陈指出,“目前,风险投资基金正在变成私募股权基金。”他补充道,一些风险投资投资者不再追求风险投资公司传统目标的100倍回报,而是寻求3倍或4倍的回报,这在私募股权投资中更为常见。

  “你会看到,传统风险投资基金对我所说的实体企业的投资越来越多。”锡人资本的联合创始人兼合伙人杰里米・陈告诉CNBC。

  “充其量,它们是科技赋能型企业,对吧?我的意思是,你有一个应用程序,有一个会员忠诚度交互界面,但除此之外,本质上你仍在开设实体店……它们能带来同样的回报吗?我认为这是个问号。”锡人资本的杰里米・陈补充道。

  从物流公司、连锁餐厅、便利店甚至农场,一些风险投资投资者一直在将更多资金配置到传统行业和企业,但他们没有私募股权公司那样的雄厚资金储备,也没有私募股权公司那种深度的运营参与度。

  自2022年以来,东南亚的风险投资大幅下滑。根据数据智能平台Tracxn的数据,2022年至2024年间,风险投资投资者对科技公司的投资资金从约101亿美元下降到约22亿美元,降幅约为79%。

  与此同时,根据Tracxn的数据,风险投资投资者对线下非科技行业企业的投资资金在同一时期也有所下降,尽管降幅较小,从约13亿美元降至约5.277亿美元,降幅为61%。

  东南亚初创企业的困境

  这一切都发生在一个正经历严峻考验的生态系统背景之下。

  业内人士表示,该地区的许多初创企业仍未实现盈利。与此同时,东南亚的许多基金筹集了过多资金,却未能给投资者(即有限合伙人)带来可观的回报。

  “很多风险投资机构筹集了太多资金,对吧?所以你会找不到合适的投资去处,我认为他们只是在努力想办法为投资者,也就是有限合伙人,实现回报。”锡人资本的杰里米・陈说。

  除此之外,“宏观经济非常疲软,无论是在印度尼西亚、泰国,甚至在新加坡……而且在这个地区明显缺乏退出渠道。”Carro的亚伦・陈说。

  退出渠道能为投资者提供一种收回资金并从投资中获利的方式,但在该地区退出渠道一直很稀缺。Carro的亚伦・陈指出,值得注意的是,许多在东南亚上市的公司最多也只是为投资者提供了“平淡无奇”的退出机会。

  “在这个地区,确实没有那么多好的(科技)投资项目可做。”Carro的亚伦・陈说。他补充说,许多初创企业估值仍然过高,估值调整尚未发生。

  “这里的很多基金都把希望寄托在首次公开募股(IPO)上。”锡人资本的杰里米・陈说。然而,近期的市场动荡导致许多初创企业推迟了上市计划。

  服务于东南亚地区的初创企业还面临着独特的挑战,因为该地区的经济是由不同国家组成,这些国家有着不同的语言、文化、监管环境等等。“所以,在这个地区创建大型企业的可能性比在美国要低得多。”锡人资本的杰里米・陈指出。

  “所以,结果是,投资者在问:‘钱投到哪里去呢?’……归根结底,我们目前面临的问题是,有限合伙人现在对投资不感兴趣。”Carro的亚伦・陈说。

  未来的道路

  与此同时,一些投资者表示,同时开展线下和线上业务(分别对应实体业务和数字业务)的企业最有竞争力。

  “我们认为,在东南亚拥有真正护城河(可持续竞争优势)的企业是实体企业。”徽章风险投资伙伴公司(InsigniaVenturesPartners)的创始管理合伙人英兰・陈(YinglanTan)说。

  “如果你是一家纯粹的数字业务公司,我认为你与微软和脸书等大型软件公司相比没有太多的护城河,但如果你拥有……物流资源、当地许可证,你就拥有了本地线下的竞争优势,通常来说,你对外界竞争的抵御能力会更强。”徽章风险投资公司的英兰・陈说。

  换句话说,同时拥有线上和线下资产的企业,相比那些只依赖单一业务模式的企业,可能更具韧性。

  实现这一点的一种方法是,找到那些“看似传统业务的企业,但向其中注入人工智能,使其更高效,提高利润率,优化收入,开发新产品,并提供线上线下融合的体验。”徽章风险投资公司的英兰・陈说。

  “我认为,单纯寻找投资机会并被动投资的时代已经过去了。你需要进行共创。”

  据西凤股份消息,4月21日至23日,西凤股份公司总经理张周虎、副总经理周艳花一行先后走访了陕西禧福祥集团、华山论剑品牌管理有限公司、西安国花瓷商贸有限公司、深圳市酒海实业有限公司、陕西窖龄品牌管理有限公司及西安泓韵酒业有限公司等西凤酒重点品牌运营商,围绕“数智化转型、文化赋能、品牌升级、全国化市场”四大主题展开深度交流,以“厂商同心 品牌聚力”为核心,推动西凤酒全国化战略加速落地,为西凤酒品牌高质量发展凝聚共识,注入动能。

  在禧福祥集团调研期间,张周虎一行亲临西凤酒15年6年陈酿品牌数智化营销抽奖活动现场,见证雅迪电动车感恩回馈消费者的创新举措。他指出“购酒抽雅迪电动车”感恩回馈活动,有效打通了品牌与终端商户、消费者的连接渠道,为构建价值共享体系提供了创新模式。同时,他对西凤酒15年6年品牌创新实践给予高度评价:“面对市场新挑战,品牌展现出强大的应变能力和创新活力,其稳健发展态势为西凤酒整体战略推进提供了有力支撑。”周艳花对陕西禧福祥集团董事长王延安带领团队25年来的坚守与创新表示感谢,未来将在资源配置、政策支持等方面持续发力,助力西凤酒15年6年品牌不断升级,赢得市场与消费者的长久认同。王延安表示,未来将严格落实西凤集团战略部署,持续加强与西凤集团的合作机制,深化数智化转型,强化文化赋能,全力推进全国化战略,为西凤酒发展贡献更多力量。

张周虎一行与禧福祥集团相关负责人座谈

  新浪科技讯4月25日下午消息,新浪科技获悉,蚂蚁集团于近期召开股东大会,审议通过了利润分配议案。根据方案,蚂蚁集团将向全体股东分红,持有股权激励工具的员工也将享有分红对应的经济利益。

  蚂蚁集团表示,这次分红,源于过去一年的经营成果。2024年,蚂蚁集团创新业务加速增长,人工智能投入大幅增加,公司在保持稳健经营的基础上,进一步提升增长动能。支付宝持续引领行业创新,从“扫一扫”到“碰一下”,再造交互新入口,也催生了新的商业价值。公司坚定实施“AIFirst”战略,积极探索AGI,并推动大模型落地应用,在医疗健康、数智生活、财富保险等领域更好满足用户需求。蚂蚁国际、蚂蚁数科和OceanBase独立运营,以灵活机制释放更大增长潜能,蚂蚁集团也收获了更多科技与全球化红利。

  蚂蚁集团认为,公司发展离不开股东和员工的全力支持。公司在保障持续经营和长远发展的前提下,通过分红与股东和员工共享发展成果,有助于进一步提振发展信心,激发创新动能。

  蚂蚁集团从2022年开始持续分红。分析人士指出,蚂蚁集团持续稳定分红,反映公司经营情况和财务状况稳健,能够持续为股东创造价值。

  在持续提升股东回报的同时,蚂蚁集团过去三年也保持了高强度的科研投入,每年研发投入占营收的比重都高于10%,系统性布局人工智能和数据要素核心技术。

  蚂蚁集团在员工信中说,面向未来,蚂蚁将继续坚持科技驱动,更加重视人才和创新,深入推进AIfirst、支付宝双飞轮和全球化战略,为客户创造更大价值,为股东创造长远回报。(罗宁)

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