The "X-Day" Special Session for Tsinghua Alumni in the Electronic Information Field hosted by Xili Lake Roadshow Club was successfully held.
Integrate electronic information resources, jointly explore the future of science and innovation. On August 6, 2026, the "X-Day" Xili Lake Roadshow Tsinghua Alumni Electronic Information Special Session & the 1st Anniversary Event of Nanguo Tsinghua Public Welfare Roadshow successfully concluded in Shenzhen.
Marking the first anniversary of the Nanguo Tsinghua Public Welfare Roadshow, the event focused on the core electronic information track, selected a batch of high-quality projects from Tsinghua alumni, integrated Tsinghua alumni's technology, talent, project and capital resources, and built a high-level, precise science and innovation docking event.
More than 300 investors from well-known industry investment institutions and representatives of "Tsinghua-affiliated" enterprises attended the event. Guests including Ding Baoyu, Managing Partner and Chief Investment Officer of Cowin Capital; Du Yongbo, Co-President of China Renaissance Group & Managing Partner of China Renaissance New Economy Fund; Feng Zhiwei, General Manager of Lihe Fund; Lin Haizhuo, Founding Partner and Chairman of Joyu Asia; Sui Jianfeng, Assistant to General Manager of Lihe Sci-Tech and General Manager of Lihe Venture Capital; Mou Lei, Partner of Chuhui Capital; Xu Ao, COO of Shuimu Nanguo Sci-Tech Innovation; Zhao Huitang, Deputy Director of Shenzhen Nanshan Sub-branch of Agricultural Bank of China, delivered speeches and comments.
Focus on electronic information, discuss "cool-headed thinking" and "hot deployment"
At present, China's electronic information industry is in a golden development cycle of quality improvement, upgrading and independent breakthrough. Investment logic has fully shifted to technology-driven and policy-driven orientation. The investment value of traditional homogeneous general terminals and other red ocean tracks continues to weaken, and capital is accelerating to gather in high-barrier, high-growth high-end segmented tracks. Looking to the future, what key areas will capital focus on? Under the reconstruction of AI, what competitive advantages will the electronic information industry gain?
Grasping the dual dividends of domestic substitution and technological breakthroughs, in the roundtable discussion session, four top industry investors including Ding Baoyu, Managing Partner and Chief Investment Officer of Cowin Capital; Du Yongbo, Co-President of China Renaissance Group & Managing Partner of China Renaissance New Economy Fund; Lin Haizhuo, Founding Partner and Chairman of Joyu Asia; Sui Jianfeng, Assistant to General Manager of Lihe Sci-Tech and General Manager of Lihe Venture Capital, conducted in-depth discussions around the theme of "Cool-headed Thinking and Hot Deployment in the Electronic Information Track", and analyzed the current investment logic and future trends of the electronic information industry for the audience on site.
Talk about "hotness": A scene never seen in 20 years of career. Du Yongbo, Co-President of China Renaissance Group & Managing Partner of China Renaissance New Economy Fund, said frankly: "In the first half of this year, the AI-themed track is the hottest year in my 20-year career." He observed that an extremely rare financing rhythm appeared in the primary market this year. Many leading enterprises have completed multiple rounds of financing in just a few months, and their valuations have jumped step by step with a 50% increase. The phenomenon of "financing one round a month, valuation rising one round a month" has become the norm. He believes that the capital siphon effect in the fields of basic large models, embodied intelligence and upstream chips is obvious, but at the same time he also expresses concern about the overcrowding of ontology enterprises in the robot track, and believes that commercial implementation may take longer to verify.
Lin Haizhuo, Founding Partner and Chairman of Joyu Asia, described the "frenzy" of the market from the micro level. He mentioned that in the first half of the year, asking founders of popular tracks about valuation logic would even "offend" the other party. Founders have extremely high expectations for the future, believing that the current valuation is based on the profit prospects several years later. He summarized three core characteristics of this boom: the "scientization" of technology investment, that is, VCs begin to take the risks of exploratory scientific research; the uncertainty of evaluation standards leads to increased investment difficulty; and the blowout of high-end talents. The number of STEM doctoral graduates in China has exceeded the sum of that in Europe and the United States, providing strong talent supply for continuous innovation.
Talk about "coolness": The correction of the secondary market and the rational cooling of the primary market. Sui Jianfeng, Assistant to General Manager of Lihe Sci-Tech and General Manager of Lihe Venture Capital, interpreted the "cool" side from the industrial application end. He analyzed with Jensen Huang's "five-layer cake" theory, saying that although the computing power layer and chip layer are hot, in the application layer, due to the rapid iteration of large models, many intermediate applications may be quickly subverted, and the primary market has shown obvious correction and caution. At the same time, he emphasized that in the embodied intelligence track, although robot companies with valuations of tens of billions appear frequently, whether they can truly "work in real scenarios" will determine that market attention will return to hard scenarios, such as segmented fields like underwater robots.
Ding Baoyu, Managing Partner and Chief Investment Officer of Cowin Capital, summarized the views of the whole roundtable, looked back on the comparison of multiple industrial cycles in the A-share market, and pointed out profoundly that artificial intelligence is not an ordinary technological iteration, but the greatest technological innovation in the current stage of human carbon-based civilization. Even if new technologies emerge in the future, it will be difficult to surpass the transformation magnitude of AI to the whole industry and the whole society. All practitioners and investors are currently experiencing this historic industrial cycle.
Tsinghua-affiliated project roadshow demonstrates hard core technological strength
Opening the "portal" for investment and financing of Tsinghua-affiliated projects, this event selected 6 high-quality projects from Tsinghua alumni for wonderful Demo roadshows, covering many cutting-edge fields such as AI chips, smart hardware, EDA tools, spatial intelligence, and AI-assisted reproduction, showing the profound accumulation and innovation vitality of Tsinghua entrepreneurs in the electronic information industry.
1. Zhichen Semiconductor: Committed to building a new paradigm end-side AI chip platform. Its core team comes from top chip companies at home and abroad, and has initiated and led the commercial success of top end-side AI chips. The company is headquartered in Shenzhen, with R&D centers in Beijing, Chengdu, Shanghai and Xiamen.
2. Light Speed Evolution: An innovative technology company focusing on AI smart hardware for the global market. It completed the first round of financing two months after its establishment, and the second round of financing three months later. The founding team graduated from Tsinghua University, and its core members come from global technology enterprises such as Meta, ByteDance, Meituan, SenseTime and TP-Link. The core team has cooperated for more than 15 years. Its first product Liko Home Intelligence System is built based on end-side visual language model (VLM) and local AI computing power, which is an AI home agent with perception, understanding, memory and active communication capabilities. The system can identify family members, strangers, pets, vehicles and abnormal behaviors, and support scenarios such as fall detection, safety protection and abnormal warning. The product is equipped with an 8-inch detachable screen and a multi-angle gimbal, integrating multi-modal perception, edge computing and privacy-first architecture, bringing a more natural and secure smart home experience.
3. Qingli Technology: Founded by Zheng Quanshui, an academician of the Chinese Academy of Sciences and a professor of Tsinghua University, it is a hard technology enterprise focusing on the industrial transformation of the original innovative technology of "superlubricity". Relying on the "zero wear" advantage of superlubricity technology, Qingli adopts the "superlubricity + X" model to focus on the core technical pain points of the country's future potential industries and tracks. It has successfully developed a number of products such as MEMS RF switches, micro-generators, and micro-motors, and obtained small-batch orders. It is accelerating to provide breakthrough solutions in the fields of humanoid robots, AI computing power chip testing, and 6G communication.
4. Shuyu Technology: Committed to building the Agentic EDA base in the optoelectronic era. Its core product Orvix Pilot is an AI R&D assistant for enterprise-level chip design. The outbreak of physical AI has brought a surge in demand for analog chip customization, and the scarcity of engineers has become the biggest bottleneck in the industry. With the self-developed multi-agent framework, Orvix Pilot connects the whole process of circuit design from specification input, topology generation, parameter optimization to simulation verification, and is delivered in the form of a hardware-software all-in-one machine on the pure internal network, ensuring that enterprise data never leaves the factory. The company cuts in from analog chips, and gradually extends to modules and systems. It has received millions of dollars in investment, and completed end-to-end verification of multiple real circuit cases with leading customers.
5. Heyi Intelligent Control: An industrialized company of the R&D Center for Building Space Edge Autonomous Control of Shenzhen Tsinghua University Research Institute, focusing on human-centered spatial agent technology R&D. It is a national high-tech enterprise and a Shenzhen specialized and sophisticated enterprise. The company has fully self-developed spatial agents based on spatial perception and AI decision-making, endowing space with the capabilities of "perceiving, thinking and evolving". As an industrially verified large-scale AI behavior energy-saving technology, its automatic rate reaches 98%, and it generally saves 20%-30% of energy. Relying on spatial data to build a spatial operation agent, it drives management efficiency to increase by 30%. The company's technology has been selected into national, provincial and municipal recommendation directories such as the Ministry of Ecology and Environment, the Ministry of Housing and Urban-Rural Development, and the National Government Offices Administration, becoming a leading brand in the field of spatial intelligence and AI behavior energy saving.
6. Shengshengyi: An innovative medical technology enterprise focusing on artificial intelligence assisted reproduction technology, committed to improving the clinical decision-making, laboratory safety and operation efficiency of reproductive centers with AI software and intelligent medical devices. The company has formed product layouts including AI embryo assessment, intelligent liquid nitrogen storage monitoring, ovum retrieval negative pressure pump and AI incubator. It has obtained two Class II registrations from the National Medical Products Administration, US FDA 510(k) clearance and ISO 13485, ISO 9001 quality system certifications. Its products and cooperation have covered markets in China, Japan, Europe, the Middle East and North America, continuously promoting China's original reproductive medicine AI technology to the world.
As the core sci-tech financial service platform for the coordinated linkage of "investment, loan, insurance and guarantee" in Nanshan District, the "X-Day" Xili Lake Roadshow Society continues to focus on high-growth sci-tech innovation projects, and promote the precise docking of capital and industry. Since its launch, "X-Day" has held 19 themed roadshows in a row, attracting more than 530 high-quality projects to sign up. 58 enterprises have obtained equity investment of over 3.316 billion yuan, 35 enterprises have obtained bank credit lines totaling over 1.152 billion yuan, and 7 sci-tech insurance policies of 80.5 million yuan have been implemented. In addition, 9 non-local roadshow projects have set up entities in Nanshan. 12 enterprises have received multi-dimensional ecological empowerment such as order resources, industrial upstream and downstream docking, R&D cooperation, and space carriers, realizing precise resource matching and coordinated development.
This event aims to implement the national, provincial and municipal policy requirements on scientific and technological innovation and the cultivation of new quality productive forces. Through the "roadshow + fund" model, it accurately helps the electronic information industry in Nanshan District to supplement and strengthen the industrial chain and improve its level. In the future, the "X-Day" Xili Lake Roadshow Society will continue to pay attention to cutting-edge trends. The innovative drug special session will be launched on September 3. Welcome to visit the official event website: https://events.pedaily.cn/customized/1219/ to view the event preview and sign up.
