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1、目錄1.我們正處在新一輪科技創(chuàng)新周期起點(diǎn).-4-1.1.經(jīng)濟(jì)發(fā)展轉(zhuǎn)向創(chuàng)新驅(qū)動(dòng)................................................................................-4-1.2.人力、財(cái)力、物力均已具備........................................................................-5-1.3.資本市場(chǎng)的支持力度和重要性前所未有....................................................
2、-7-2.科創(chuàng)板開板至今牛股頻現(xiàn)...................................................................................-8-3.不可忽視的三大牛股基因:賽道、稀缺、成為焦點(diǎn)........................................-9-3.1.牛股基因之一:賽道、賽道、賽道!........................................................-9-3.1.1.成熟賽道空間足夠大,新興賽道增長(zhǎng)足夠快............
3、..........................-9-3.1.2.擁有可對(duì)標(biāo)的海外成功公司...............................................................-10-3.2.牛股基因之二:稀缺性甚至唯一性..........................................................-11-3.2.1.新興賽道,跟緊唯一選手...................................................................-11-3.
4、2.2.成熟賽道,國(guó)內(nèi)獨(dú)苗崛起...................................................................-12-3.3.牛股基因之三:成為市場(chǎng)和政策的焦點(diǎn)..................................................-14-3.3.1.財(cái)務(wù)優(yōu)異:高增長(zhǎng)、高研發(fā)...............................................................-14-3.3.2.國(guó)家重視:政策全方位支持.....................
5、..........................................-15-3.3.3.市場(chǎng)關(guān)注:分析師聚焦、機(jī)構(gòu)重倉(cāng)...................................................-17-4.庖丁解“?!保喊藗€(gè)經(jīng)典案例..............................................................................-18-4.1.計(jì)算機(jī):金山辦公、安恒信息.................................................
6、.................-18-4.2.半導(dǎo)體:中微公司、安集科技、滬硅產(chǎn)業(yè)、聯(lián)瑞新材...........................-19-4.3.醫(yī)藥:心脈醫(yī)療、美迪西..........................................................................-21-圖表1.波特的全球四階段發(fā)展史.........................................................................-4-圖表2.中國(guó)的創(chuàng)新驅(qū)動(dòng)階段漸行漸近.....
7、............................................................-5-圖表3.中國(guó)有望成為吸引全球人才的高地.........................................................-5-圖表4.近年來PE/VC投資金額不斷增加............................................................-5-圖表5.中國(guó)年度PCT專利申請(qǐng)數(shù)量已日本(萬件)....................................
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