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聯想創投賀志強:培育下一個十億美元貢獻
格隆匯 03-31 11:50

3月31日,在聯想集團新財年誓師大會上,聯想集團高級副總裁、聯想創投集團總裁賀志強回顧了過去九年的發展歷程,併發布了面向未來的核心戰略。作爲聯想集團的科技瞭望塔,聯想創投憑藉穩健的財務回報、頂尖的投資組合以及行業領先的基金管理能力,成長爲國內企業創投領域的標杆,並將在人工智能掀起的新一輪科技浪潮中,繼續深化對核心科技的佈局,爲聯想集團混合式AI戰略注入更強動能。

自2016年成立以來,聯想創投依託深厚的產業背景和科技前瞻性,交出了一份亮眼的成績單:

-過去五年年均爲集團貢獻投資收益超12億元人民幣,旗下基金現金回報率處於行業領先水平,連續三隻基金平均內部收益率(IRR)超過25%。

-累計投資超過280家早期科技企業,成功孵化20家上市企業與近50家獨角獸企業。在A股3000億市值以上的五大科創板上市公司中,聯想創投搶先佈局寒武紀、寧德時代、海光信息三家企業,展現了精準的科技洞察力。

-基於CVC(企業風險投資)定位,推動被投企業與聯想集團的深度協同發展。僅2024財年,被投企業協同業務規模突破60億元人民幣,同比增長顯著。

面對AI技術驅動的全球科技創新浪潮,賀志強強調,聯想創投將持續扮演"科技瞭望塔"角色,聚焦硅基智能產業鏈的全面佈局,從算力、架構、應用三大方向賦能集團混合式AI戰略:

- 算力層:與寒武紀合作打造合肥算力標杆項目;攜手沐曦定義DeepSeek一體化AI服務器;聯合此芯科技、後摩智能研發下一代AIPC芯片,夯實AI基礎設施。

- 應用層:加速AI與大模型技術產業化,與思謀科技、智譜AI、Mistral AI等企業共同推動AIPC應用落地,並探索AI Agent、數字員工等新興場景。

賀志強指出,全球科技競爭已進入新階段,"美國強於科學發現,中國贏在超級工程,兩者融合將塑造未來"。基於此,聯想創投下一階段將聚焦五大核心方向:

1.硅基智能生態進化:推動多智能體協同的硅基大腦發展,促進AI與千行百業深度融合。

2.人機協同新範式:結合數字Agent與實體機器人、自動駕駛等物理載體,重塑生產力形態。

3.下一代計算突破:探索存算一體、量子計算、RISC-V架構等前沿技術,拓展算力邊界。

4.航空航天新藍海:加速商業航天、低空經濟等領域的投資佈局,助力航天技術民用化。

5. 培育下一個"十億級貢獻":從財務回報、生態協同、投資收益三個維度,力爭實現單項目貢獻10億美元的新里程碑。

作爲聯想集團創新生態的重要支點,聯想創投正探索CVC模式的升級路徑:一方面通過早期投資鎖定核心科技,爲集團構建"技術護城河";另一方面依託聯想全球化產業鏈與市場資源,助力被投企業加速技術商業化。

隨着這份戰略的發佈,聯想創投正式開啓從"財務回報驅動"向"科技生態共建"的進階之路,而其能否在AI的星辰大海中再創輝煌,值得行業期待。

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