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产业视角的投资:2019年产业投资逻辑、特征与投资机会分析

作者:文玉春 出版日期:2019年04月 报告页数:36 页 报告大小: 报告字数:21038 字 所属丛书:报告系列 所属图书:中国投资发展报告(2019)

文章摘要

  产业投资往往是企业的战略性投资行为,是一个自上而下、整体谋划、协调推动的过程。因此,产业投资要有产业链眼光、生态圈视野。“重视创新,构建生态,投资未来”是产业投资的基本逻辑。信息通信、新材料、节能环保等基础大功能性产业;以高端装备制造为代表的先进制造业;大健康和文化消费等民生类产业,成为当前产业投资布局的重点。同时,产业投资也面临着全球化规则改变、现有技术创新的不确定性、产业发展逻辑改变、高杠杆率投资产生债务、价值协同断裂风险等诸多挑战。

Abstract

  

Industrial investment is often a strategic investment behavior of enterprises,which is a top-down,overall planning,coordination and promotion process.Therefore,industrial investment should have the vision of industrial chain and ecosphere.“Emphasizing innovation,constructing ecology and investing in the future”is the basic logic of industrial investment.Information and communication,new materials,energy-saving and environmental protection and other basic big functional industries;advanced manufacturing industry represented by high-end equipment manufacturing;people's livelihood industries such as big health and cultural consumption,have become the focus of the current industrial investment layout.At the same time,industrial investment also faces many challenges,such as the change of global rules,the uncertainty of existing technological innovation,the change of industrial development logic,the debt generated by high leverage investment,and the risk of value synergy breaking.

作者简介

文玉春:文玉春,博士后,统计分析师,中国建投投资研究院研究员