我们的投资方向

生物经济

在合成生物学和自动化等技术的推动下，生物制造领域迅速发展，为创造新产品和替代传统产品提供了绿色可持续的生产模式，为生物经济的增长、创新作出了重要贡献。作为一种绿色、可持续的生产方式，将在生物经济发展中持续发挥重要作用，在新质生产力的版图上扮演了重要的角色。多种原料成分已实现全面生物替代，部分领域也因生物合成技术带来新的发展活力。

The consumer scene is quietly changing, accompanied by technological innovations such as new technologies, new energy, and new materials, leading to a profound transformation of the consumer scene. The food track is oriented towards health, flexible manufacturing, and digital transformation; Makeup and beauty products are constantly upgrading and iterating, with a focus on new effects and experiences to enhance barriers, and raw material ingredients are more oriented towards domestic substitution; Clothing Shangpin pays more attention to developing new quality productivity, replacing new manufacturing with new elements, and empowering the clothing industry with industrial innovation and upgrading through synthetic biology and AI. The potential of new materials is gradually emerging; Sports science promotes refined development through well-equipped scientific research instruments and equipment; The "she" economy and the "it" economy continue to heat up; The culture of the country is flourishing. The momentum of new consumer formats is strong and has great potential.

我们的投资方向

新消费

消费场景在悄然发生变化，伴随新技术、新能源、新材料等科技创新，消费场景的纵深变革。食品赛道取向健康化、柔性制造和数字化转型；化妆美品不断升级迭代，更注重新功效新体验以增强壁垒，原料成分更取向国产化替代；服饰尚品更注重发展新质生产力，以新要素更迭新制造，通过合成生物及AI等赋能服装行业进行产业创新升级，新材料潜力渐显；运动科学通过配置完善的科研仪器设备促进精细化发展；

The upgrading of manufacturing industry is a common issue faced by all major manufacturing countries. Faced with the increasingly shortened product innovation cycle, it is urgent to use intelligent manufacturing to promote the upgrading of manufacturing industry. The development of intelligent manufacturing technology is driving the industry to form a complete ecosystem at the levels of information space, physical space, and communication systems, effectively improving production efficiency, iterating business models, maintaining its own manufacturing advantages, and deriving new technologies and product forms including 3D printing and exoskeletons. Both software and hardware are improving, and domestic substitution will usher in obvious opportunities.

我们的投资方向

智能制造

制造业升级是所有制造业大国面临的共同课题，面对日益缩短的产品创新周期，以智能制造推动制造业升级已经刻不容缓。智能制造的技术发展推动着行业在信息空间、物理空间和通信系统层面形成完整的生态，有效提高生产效率、迭代业态，保持自身制造业的优势，衍生出包括3D打印、外骨骼等新型技术和产品形态，软硬件并进提升，国产替代将迎来明显机遇。

We believe that manufacturing is the cornerstone of the entire national economy and the pillar industry of the capital market
ELGO capital has been deeply engaged in advanced manufacturing industry. We are engaged in high-end equipment manufacturing and smart phones
The industry chain, new energy vehicles and other fields have excellent investment records. In the future, we will continue to
Explore new industrial directions and investment opportunities in the field of advanced manufacturing.