产业视角的投资：2019年产业投资逻辑、特征与投资机会分析

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.

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