《甲子光年：繁星不負長夜-2023中國科技產業投資風向調研報告（44頁）.pdf》由會員分享，可在線閱讀，更多相關《甲子光年：繁星不負長夜-2023中國科技產業投資風向調研報告（44頁）.pdf（44頁珍藏版）》請在三個皮匠報告上搜索。

1、?2023?&CEO?2023.8.22?2023?2023?H1?-23.5%2023?H1?2023?H1?-37.5%-42.0%2023?H1?-32.6%?2023?VC?PE7342億元3638起2930億元1326個502?2023?6-7?32%32%11%11%68%68%89%89%?2022?2023?N=502?2023?6-7?2023?2023?2022?2022?2023?2023?14 23 2023?E2022?-37.0%8.9 14.1 2023?E2022?-36.8%2023?741102023?E2022?-32.7%?N=502?2023?6-7?

2、13.6%13.4%13.4%13.2%12.8%9.1%7.3%5.3%4.3%3.9%3.5%?/?/?1?2?14.5%13.5%12.5%11.8%11.8%10.4%6.1%6.1%5.4%4.8%3.0%?/?/?N=502?2023?6-7?ESG?/?/?11?50%27%23%PLG?ESG?2022?59%41%?2023?50%+9%-9%?N=502?2023?6-7?IDG?A?B?C?A?B?C?20%73.9%73.9%63.0%63.0%45.7%45.7%6.5%6.5%6.5%6.5%4.3%4.3%2.2%2.2%2.2%2.2%20232023?LPLP

3、?72.7%84.1%68.2%18.2%15.9%20.5%13.6%6.8%20222022?20232023?1.2%-21.0%-22.5%-11.7%-9.4%-16.1%-11.5%-4.6%?N=502?2023?6-7?LP?LP?LP?48%48%46%28%26%24%22%20%15%15%?/?2023?74%37%26%22%7%72%41%44%48%30%硬件層基礎層平臺層應用層安全層20232022?2023?80%?性?2023?全?/?性?N=502?2023?6-7?9.1%7.6%6.5%4.1%1.9%1.8%1.4%1.4%-4.3%-4.3%-5.

4、3%-7.5%-8.3%-8.5%-8.7%-10.2%?2023?2022?4.0 2 0.676.5%9.33 1.27.1%?%?20232022分?5700?7400?2022?9.3?4?2022?3?2?1.2?0.67?7.1%?6.5%?N=502?2023?6-7?2023?2022?2023?7400?5700?N=502?2023?6-7?8.7%10.9%6.5%17.4%10.9%8.7%15.2%8.7%4.3%6.5%2.2%1000?1000?-3000?3000?-5000?5000?-1?1-2?2-3?3-5?5-10?15-20?20-30?40-50?

5、8.7%10.9%19.6%21.7%19.6%10.9%4.3%2.2%2.2%?1?1-2?2-3?3-4?4-5?5-6?6-7?7-8?28.3%32.6%17.4%15.2%4.3%2.2%3000?3000?-5000?5000?-1?1?-2?2?-5?10?2.2%8.7%26.1%17.4%19.6%15.2%2.2%6.5%2.2%1%?1%-3%3%-5%5%-7%7%-10%10%-12%12%-15%15%-200Wh/kg200Wh/kg?分?分?分?分?5?8?9?缺?2023?Pt/CPt/C?分?分?10?分?續?50%?分?分?續?65%?續?續?64%?-

6、?分?全?劑?熱?分?全?分?缺?2023?2023?AI?2022AIAI?2023?AI?54%35%19%31%73%?缺?2022?2023?X?Y?AIGC?AI?AI?AI+?AI?納?/?CV?NLP?/3D?/?AIGC?20232023?20232023?X?2023?Y?2023?缺?N=502?2023?6-7?2023?AIGC?AIGC?AIGC?缺?2023?AIGCAIGC?300300?50%50%?100100?1515?2023?AIGC?分?5%34%11%50%100%?AIGC?15.315.332.832.8103.5103.5152.8152.83

7、04.4304.4?Top10Top10?Top10Top10?46 28 22 22 17 17 16 16 13 10?/?納?30 24 18 17 14 14 13 13 12 10?/?納?AIGC?=?*?*?*?AIGC?缺?2023?X?分?分?Y?分?/?納?3D?Y Y?X X?AIGC?GP?IPO?GP?全?LP?GP?LP?123456200020202023?缺?2023?LP?LP?缺?2023?分?+?續?分?續?缺?2023?缺?2023?010000200003000040000500002010?2011?2012?2013?2014?2015?2016?

8、2017?2018?2019?2020?2021?2022?-KW?13000500100015002010?2011?2012?2013?2014?2015?2016?2017?2018?2019?2020?2021?2022?/?02468100102030402017.32017.62017.92017.122018.32018.62018.92018.122019.32019.62019.92019.12?/GB?G/?Wind?BNEF?2023?2009?2012?25?2.74?0.1%?10%?預?缺?E6?100?2013?2015?1%?2019?5%?2022?20%?4

9、,600,000 740,000 450,000 135,000 40,500 12,150 3,645 1,094 328 98 30 2020?2022?ARK?2022?2023E2024E2025E2026E2027E2028E2029E2030E0500,0001,000,0001,500,0002,000,0002,500,0003,000,0003,500,0004,000,0004,500,0005,000,000?續?70%70%?ARK Invest?2023?GPT-3?70%?-30%-20%-10%0%10%20%30%29 30 31 32 33 34 35 36

10、37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 0 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 223%3%5 5?6 6?3 3?5 5?5 5?4 4?3 3?2 2?2 2?8 8?8 8?1111?1010?7 7?6 6?1010?1111?3 3?5 5?1111?1 1?2 2?3 3?4 4?5 5?6 6?7 7?8 8?9 9?1010?1937?1939?1975?1976?1980CNN?1982Adobe?1990ARM?2001?2007Uber?Airbnb?1908?2023?G GD DP P?1968Intel?2 2?1994?2003?