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In conversation with 5 private equity venture capitalists, in 2022, what should we focus on?

author:Financial supermarket

Technology has become the hottest track in the private equity circle in 2021. According to third-party data, the top three industries that received the most investment in the primary market last year were semiconductors, electronic devices, biotechnology / healthcare and IT, corresponding to 192.7 billion, 184.7 billion and 157.7 billion yuan, respectively.

The dual carbon target, specialized special new, Beijing Stock Exchange, science and technology innovation board, etc., have brought new thinking and ideas to science and technology. Many private equity investors said that the hot chip manufacturing, artificial intelligence, new energy, carbon neutrality and other tracks in 2021 will continue to continue their development momentum in 2022.

Northern Lights Ventures: Industrial Robots

In the short-term next 3-5 years, Northern Light Venture Capital will adhere to the investment in different applications and scenarios of the industrial robot industry, as well as the layout and application of some special robots.

Qualcomm Ventures: Automotive, 5G

In 2021, Qualcomm Ventures completed a new investment in Zhuoshi Zhitong, Chuangyi Technology, Shiju Network, GekeWei, Denglin Technology, Lingdong Technology and Zhixing in China, as well as additional investments in Gantu Technology, Zhuoshi Zhitong, Zhongmu Technology and Polar Perspective, covering multiple areas enabled by 5G and AI technologies.

Qualcomm's global vice president said that the innovation of automotive intelligence and autonomous driving and 5G empowerment is a long-term trend, and Qualcomm Ventures will continue to pay attention to it in 2022.

Lenovo Venture Capital: Big track big application big opportunity

In the view of He Zhiqiang, president of Lenovo Venture Capital, in the new year, several major directions in China, including new energy, advanced manufacturing, semiconductors, robotics, artificial intelligence, biomedicine, etc. are all directions worthy of attention.

Qiming Venture Capital: Domestic semiconductors

In 2022, Qiming Ventures will focus on the following major directions: enterprise-level software services; cloud computing/basic software; and chips, including chip design and chip manufacturing core equipment;

Yunxiu Capital: New Infrastructure

Focus should be placed on new energy infrastructure opportunities, mainly new energy materials and management platforms under technology iterations. For example, emerging photovoltaic technologies, lithium battery technologies, new batteries, hydrogen energy, and carbon neutral energy Internet, CCUS, and carbon management.

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