Rime 来觅周报 来觅研究院 x RimeData 来觅数据 联合发布 RimeData 周报 10-19 至 10-25 自动驾驶融资狂潮 来觅研究院 x RimeData 来觅数据 联合发布 发布日期：2024-10-26 添加客服 免费试用 >> 截至 2024 年 10 月 25 日 18:00，本周融资事件共 73 起（不包括并购、定增），较上周增加 了 1 起，融资金额总计约 53.40 亿元（谨慎估计），较上周减少了 2.80 亿元。在所有融资事 件中，本周融资金额在亿元及以上的融资事件有 16 起，较上周减少了 2 起。本周公开退出案 例 37 个，较上周减少了 24 起。另外，本周有 84 家机构参与了一级市场投资，较上周减少 了 14 家。 请读者留意，由于本周有 20 起融资事件未公布准确的融资金额，出于谨慎考虑，笔者做了暂 取较小值处理，涉及金额至少 5.51 亿元，约占融资总额的 10.32%。另外，因融资事件的延 迟披露，本期周报仅收录了本周五 18:00 前公开披露的融资事件，可能导致统计分析与实际 情况存在细微偏差，感兴趣的读者可以登录 Rime PEVC 平台获取全量融资事 ...

Rime 来觅周报 来觅研究院 x RimeData 来觅数据 联合发布 RimeData 周报 10-26 至 11-01 行情回暖？券商来势汹汹 来觅研究院 x RimeData 来觅数据 联合发布 发布日期：2024-11-02 截至 2024 年 11 月 01 日 18:00，本周融资事件共 84 起（不包括并购、定增），较上周增加 了 11 起，融资金额总计约 48.10 亿元（谨慎估计），较上周减少了 5.30 亿元。在所有融资 事件中，本周融资金额在亿元及以上的融资事件有 13 起，较上周减少了 3 起。本周公开退出 案例 53 个，较上周增加了 26 起。另外，本周有 105 家机构参与了一级市场投资，较上周增 加了 21 家。 请读者留意，由于本周有 29 起融资事件未公布准确的融资金额，出于谨慎考虑，笔者做了暂 取较小值处理，涉及金额至少 7.31 亿元，约占融资总额的 15.20%。另外，因融资事件的延 迟披露，本期周报仅收录了本周五 18:00 前公开披露的融资事件，可能导致统计分析与实际 情况存在细微偏差，感兴趣的读者可以登录 Rime PEVC 平台获取全量融资事件、被投项目及 ...

Rime 来觅周报 来觅研究院 x RimeData 来觅数据 联合发布 RimeData 周报 11-02 至 11-08 爆了！Robotaxi 又成资本风口 来觅研究院 x RimeData 来觅数据 联合发布 发布日期：2024-11-08 截至 2024 年 11 月 08 日 18:00，本周融资事件共 64 起（不包括并购、定增），较上周减少 了 20 起，融资金额总计约 38.15 亿元（谨慎估计），较上周减少了 9.95 亿元。在所有融资 事件中，本周融资金额在亿元及以上的融资事件有 17 起，较上周增加了 4 起。本周公开退出 案例 37 个，较上周减少了 16 起。另外，本周有 90 家机构参与了一级市场投资，较上周减 少了 15 家。 请读者留意，由于本周有 21 起融资事件未公布准确的融资金额，出于谨慎考虑，笔者做了暂 取较小值处理，涉及金额至少 4.8 亿元，约占融资总额的 12.58%。另外，因融资事件的延迟 披露，本期周报仅收录了本周五 18:00 前公开披露的融资事件，可能导致统计分析与实际情 况存在细微偏差，感兴趣的读者可以登录 Rime PEVC 平台获取全量融资事件、被 ...

我们距离智慧农业还有多远？ 2024-11-07 我们距离智慧农业还有多远？ 原创 来觅研究院 RimeData 来觅数据 撰稿 李沛瑶 2024-11-07 导读：10 月 17 日，托普云农登陆深交所创业板，主营业务为智能硬件设备、搭建农业物联网项目、建 设信息化软件项目等，是国内"智慧农业"第一股 。近日，农业农村部又印发《全国智慧农业行动计划 （2024-2028 年）》，提出在产业布局上，着力推动主要作物大面积单产提升，培育一批智慧农场、智慧 牧场、智慧渔场，推动全产业链数字化改造。智慧农业赛道重磅事件频发，产业发展到了什么阶段？赛道 投融现状表现如何？本文尝试分析和探讨。 综述 我国作为传统农业大国，农业生产一直是政策支持的重点。目前中国农村劳动力正面临结构性挑战，农业 收入较低和城镇化趋势促使越来越多的农业劳动力向城市转移或从事工业、服务业等其他工作。《中国农 村发展报告 2020》数据显示，预计到 2025 年，农业就业人员比重将下降到 20%左右。此外，中国社科 院农村发展研究所显示，乡村 60 周岁及以上老年人口占乡村总人口的比重为 33.86%，远超城镇老年化 比例。在这种背景下，以较少 ...

| --- | --- | --- | --- | --- | --- | |----------------------------------------|-------|-------|-------|-------|-------| | | | | | | | | 产业互联网 2024 年三季度投融市场报告 | | | | | | 目录 撰稿 来觅研究院 李沛瑶 设计 来觅数据设计团队 2024-10-25 发布 本报告是产业互联网 2024 年三季度投融市场报告 代表企业 DataMesh 51WORLD 21 19 行业概要 产业互联网季度概览 三季度行业相关政策 Q3 时间线 投融动态 Q3 投融动态 活跃投资者 Q3 关键融资事件 赛道图谱 行业趋势 数字李生 15 4 5 6 d 11 12 13 行业概要 产业互联网季度概览 三季度行业相关政策 Q3 时间线 产业互联网季度概览 数据来源：Wind、来觅数据整理 2024年1-8月，我国规模以上互联网和相关服务企业完成互联网业务收入为 11,710亿元，同比增长4.4%，增速有所回落。分领域来看，信息服务领域企业 互联网收入基本稳定，增速为 ...

Investment Rating - The report does not explicitly state an investment rating for the computer software industry Core Insights - The computer software industry in China has shown steady growth, with revenue reaching 85,492 billion yuan from January to August 2024, marking an 11.2% year-on-year increase [6] - The top five provinces for software revenue are Beijing, Guangdong, Jiangsu, Shandong, and Shanghai, accounting for 71.4% of the national total, indicating a concentration of industry activity [6] - Major software companies are accelerating their investments in artificial intelligence, integrating AI technologies into their products and services [7] Industry Overview - The software and information technology services industry in China generated a total revenue of 85,492 billion yuan in the first eight months of 2024, with a profit of 10,226 billion yuan, reflecting a stable growth trend [6] - The revenue from information technology services reached 57,790 billion yuan, growing by 12.5% year-on-year, while software product revenue was 19,115 billion yuan, increasing by 8.2% [6] Industry Trends - The report highlights a significant increase in financing activities within the computer software sector, with 127 financing cases reported in Q3 2024, a 17.6% increase from the previous quarter and a 46.0% increase year-on-year [22] - The financing amount reached 175.6 billion yuan in Q3 2024, a substantial rise of 192.1% from the previous quarter and 289.4% year-on-year [22] - The report notes that commercial productivity software led in both the number of financing cases and total financing amount in Q3 2024, with 40 cases and 108.7 billion yuan raised [22] Financing Dynamics - The report indicates a shift in financing rounds, with early-stage financing (seed to A rounds) slightly decreasing from 62.0% in Q2 2024 to 57.5% in Q3 2024, while mid to late-stage financing (B rounds to Pre-IPO) increased from 40.9% to 49.2% [23] - The top five regions for financing cases in Q3 2024 were Beijing, Guangdong, Shanghai, Zhejiang, and Jiangsu, accounting for 81.9% of total cases [31] Key Financing Events - Notable financing events include Baichuan Intelligent's 50 billion yuan A round and the "Dark Side of the Moon" project raising over 300 million USD in B+ round financing [30] - The report lists several significant financing events, including Lichen Software's over 200 million yuan B round and the AI software company "LiblibAI" raising several hundred million yuan in A round financing [40]

Industry Overview - The Chinese government has prioritized rural revitalization, with policies aimed at strengthening agricultural support and financial mechanisms to boost rural economies[8] - In Q3 2024, China's agricultural output reached 5.54 trillion yuan, reflecting steady growth in the agricultural sector[8] - Rural residents' per capita disposable income grew by 6.3% year-on-year in the first three quarters of 2024, reaching 16,740 yuan[9] Investment Trends - In Q3 2024, the rural revitalization sector saw 44 financing deals, totaling 6.695 billion yuan, a 479.65% increase from the previous quarter[32] - Early-stage financing (seed to Series A) dominated the rural revitalization sector, accounting for 81.12% of deals in Q3 2024[33] - The top five regions for financing in Q3 2024 were Jiangsu, Shandong, Guangdong, Beijing, and Anhui, accounting for 65.91% of total deals[40] Key Sectors - The agricultural machinery market is projected to grow globally, with the market size expected to reach $194.9 billion by 2026, driven by Asia-Pacific demand[56] - China's agricultural mechanization rate has improved, with wheat, corn, and rice achieving mechanization rates of 97.6%, 90.6%, and 86.9% respectively in 2022[61] - The global new energy agricultural machinery market is forecasted to grow at a CAGR of 43.1%, reaching $18.25 billion by 2029[79] Policy and Market Dynamics - Policies such as the "Thousand Villages Demonstration and Ten Thousand Villages Renovation" project have driven steady progress in rural development[9] - The government allocated 24.6 billion yuan in 2024 for agricultural machinery subsidies, a 4% increase from 2023, to support equipment upgrades[55] - The rural revitalization sector remains in the early investment stage, with 80.95% of deals in Q3 2024 involving amounts of 100 million yuan or less[41]

Industry Overview - North America is the primary source of global AI application revenue, contributing 47% of the total revenue, while China accounts for only 6% [4] - Global AI app downloads increased by 26% YoY to 2.2 billion in the first eight months of 2024, with India leading at 21% market share [4] - Generative AI remains a major focus, with 88% of organizations actively researching it, far surpassing other AI applications like predictive models (61%) and robotics (30%) [4] - OpenAI's new model o1, released on September 12, 2024, demonstrates significant improvements in logical reasoning, achieving the level of a PhD in science, marking a shift towards complex post-training and reasoning stages [5] Investment Trends - In Q3 2024, the AI sector saw 191 financing deals, totaling 22.41 billion yuan, a 20% increase from Q2, driven by large-scale financing events [29] - Robotics and AI software platforms led in both the number of deals and funding amounts, with AI software platforms raising 11.42 billion yuan, largely due to major investments in companies like Baichuan Intelligence and Moonshot AI [29] - Early-stage financing (seed to Series A) accounted for 58.2% of deals, while mid-to-late stage financing (Series B to Pre-IPO) represented 52.9% of the total funding, indicating a shift towards earlier-stage investments [30] - Beijing, Shanghai, and Zhejiang were the top regions for AI financing, with Beijing alone accounting for 121 billion yuan, driven by significant investments in companies like Baichuan Intelligence and Moonshot AI [43] Key Financing Events - Baichuan Intelligence raised 5 billion yuan in a Series A round, backed by Alibaba Ventures and CICC Capital [52] - Moonshot AI secured over 300 million USD in a Series B+ round, with Tencent and Gaorong Capital as key investors [52] - Zhipu AI raised several billion yuan in a Series E round, led by Beijing Zhongguancun Science City Innovation Development Co [52] - Fastems Robotics completed a Series D+ round with over 100 million USD, supported by Golden Bull Private Equity and Bohai Capital [52] Embodied Intelligence - Embodied intelligence, which integrates physical interaction with AI, is gaining traction globally, with applications in robotics, autonomous vehicles, and more [60] - The global embodied intelligence market is projected to grow from 3.5 billion USD in 2023 to 9.4 billion USD by 2030, driven by policy support, technological advancements, and increasing demand in sectors like healthcare [65] - Humanoid robots are considered the ideal form of embodied intelligence, with Goldman Sachs predicting the market to reach 37.8 billion USD by 2035, driven by declining material costs and increasing adoption [79] - Companies like Galaxy General Robotics are leading in embodied intelligence, with their latest product, Galbot, showcasing advanced capabilities in retail and healthcare applications [80]

Rime 来觅周报 来觅研究院 x RimeData 来觅数据 联合发布 RimeData 周报 11-09 至 11-15 新能源汽车再度领衔投融风口 来觅研究院 x RimeData 来觅数据 联合发布 发布日期：2024-11-16 截至 2024 年 11 月 15 日 18:00，本周融资事件共 58 起（不包括并购、定增），较上周减少 了 6 起，融资金额总计约 66.58 亿元（谨慎估计），较上周增加了 28.43 亿元。在所有融资 事件中，本周融资金额在亿元及以上的融资事件有 12 起，较上周减少了 5 起。本周公开退出 案例 33 个，较上周减少了 4 起。另外，本周有 60 家机构参与了一级市场投资，较上周减少 了 30 家。 请读者留意，由于本周有 14 起融资事件未公布准确的融资金额，出于谨慎考虑，笔者做了暂 取较小值处理，涉及金额至少 0.95 亿元，约占融资总额的 1.43%。另外，因融资事件的延迟 披露，本期周报仅收录了本周五 18:00 前公开披露的融资事件，可能导致统计分析与实际情 况存在细微偏差，感兴趣的读者可以登录 Rime PEVC 平台获取全量融资事件、被投项目及深 ...

"昨日黄花"MCU 还能逆袭吗？ 2024-11-18 "昨日黄花"MCU 还能逆袭吗？ 原创 来觅研究院 RimeData 来觅数据 撰稿 李沛瑶 2024-11-18 导读：近日，有媒体称模拟 IC 上市公司思瑞浦即将解散其 MCU 团队，这一举动引发了业内地震。据了 解，思瑞浦曾计划投入数亿人民币用于 MCU 的研发，且接手了德州仪器中国区的部分团队，实力不可谓 不强劲。解散团队的背后，一方面是公司出于战略考虑，另一方面也是 MCU 目前难以盈利的困境。MCU 赛道缘何从"风光无限"变成"过气网红"，赛道投融现状如何？本文尝试分析和探讨。 MCU 怎么了？ MCU（Microcontroller Unit）即微处理器，也称单片机，是一种紧凑型集成电路，集成了逻辑模块、内 存模块和输入/输出（I/O）外设，旨在控制嵌入式系统中的特定操作。通过编程，MCU 可以对外围接口 进行配置和控制，从而实现与外部环境的交互。MCU 应用领域广泛，涵盖了汽车电子、工业控制、消费 电子等多个领域。 在汽车电子领域，MCU 作为汽车电子系统的核心控制单元，广泛应用于车窗和座椅调节、动力总成、车 身控制、电池电机控制以及整车 ...