• 亿邦公众号
    • APP下载

演员黄磊投了一个院士项目

作者:黎曼 文章来源:投中网

2026-06-10 07:20

作者:黎曼 文章来源:投中网

2026-06-10 07:20

邦小白快读

EN
全文速览

总:这篇文章梳理了当前明星投资的新风向,以及黄磊跨界投资硬科技的核心干货,重点信息如下

1. 当前资本市场回归理性,硬科技成为投资主旋律,一线明星的投资方向已经从早年的消费、文娱,拓展到半导体、人工智能、机器人等硬科技赛道,已有多位明星取得亮眼成绩,比如邓紫棋2019年投资的AI企业就获得了10倍回报。

2. 黄磊拥有多年商业布局经验,早年围绕个人IP做变现,涵盖餐饮、影视、电商、教育等多个领域,后续转型资本玩家,本次以个人身份直接投资中科院院士领衔的碳化硅衬底项目,以及云端机器人明星企业,卡位时机精准,通过部分减持已经锁定收益。

3. 从黄磊的投资路径能获得实操启发:布局投资要提前预判热门赛道风口,精准把握进场和退出的节奏,优先选择技术背景过硬、有产业积累的项目。

总:本文透露出当前资本和消费产业的新趋势,能给品牌商带来多方面的参考干货,具体如下

1. 投资与产业趋势变化:当前硬科技已经成为资本主旋律,连自带流量的明星都开始转向硬科技布局,说明产业升级趋势下,硬科技是新的风口,品牌商可关注半导体、机器人等前沿赛道的延伸机会。

2. 个人IP变现的经验教训:黄磊早年做个人IP变现时,和孟非合开的网红火锅店“黄粱一孟”因定价争议关闭,说明品牌依托IP变现时,一定要做好定价匹配,不能过度消耗IP公信力,定价要符合大众消费者的预期。

3. 品牌增信参考:明星公众人物参与硬科技投资,能给项目带来很强的公信力加持,品牌商如果布局硬科技领域,可合理结合公众人物的认知度,提升品牌和项目的市场信任度。

总:本文梳理了当前一级投资市场的新变化,给各类卖家带来了机会提示和风险参考,具体如下

1. 赛道机会:当前资本市场回归理性,硬科技成为投资主旋律,半导体、人工智能、机器人、新能源都是高增长的热门赛道,卖家可关注这些赛道的配套创业、分销、服务类机会,提前布局抢占先机。

2. 政策红利:文中碳化硅项目获得了北京科创基金等政府引导基金的投资支持,说明硬科技国产化赛道有明确的政策扶持,相关领域卖家可主动了解政策,积极申请政策和资金扶持。

3. 风险提示:硬科技投资和创业周期长,商业化落地难度大,即便是达闼科技这类拿到软银、富士康投资的明星项目,也遭遇了资金链紧张的问题,卖家进入相关领域要警惕现金流风险,提前规划好退出节奏。

总:本文披露了硬科技领域的最新产业动态,能给工厂带来产品布局和商业合作方面的干货,具体如下

1. 产品生产方向参考:当前第三代半导体碳化硅衬底国产化需求迫切,长期被美日企业垄断,行业主流生产方法是物理气相传输法,而液相法是新的差异化技术路线,能生产缺陷更低、成本更低的大尺寸衬底,相关材料工厂可提前布局这条技术路线。

2. 商业合作机会:碳化硅衬底主要应用在新能源车电驱、光伏逆变器、5G通信等热门领域,市场需求旺盛,已有创业项目在推进产业化,规划大规模产线,相关工厂可对接这类项目,获得配套生产的商业机会。

3. 转型启示:当前硬科技是资本追捧的风口,工厂推进数字化转型、对接前沿技术项目,更容易获得资本支持,可主动链接创投机构,借助资本加快自身升级发展。

总:本文展现了当前创投和硬科技行业的新趋势,能给各类服务商带来业务方向的参考,具体如下

1. 行业发展趋势:当前资本回归理性,硬科技成为投资主旋律,明星资本已经从早年的个人IP变现,转向直接投资硬科技项目,说明硬科技是未来创投和产业服务的核心方向,服务商可重点拓展硬科技领域的客户。

2. 客户痛点梳理:硬科技项目普遍存在早期缺资金增信、后期商业化落地难的问题,即便是头部明星项目也可能遭遇资金链断裂的风险,服务商可针对性开发早期项目增信、融资对接、投后管理、商业化咨询等差异化服务。

3. 技术方向储备:当前碳化硅衬底、云端智能机器人都是硬科技的热门核心方向,市场关注度高,资本布局多,服务商可提前布局相关领域的服务能力,积累行业资源,抢占市场先机。

总:本文披露了创投领域和硬科技产业的新动态,对各类投资平台、产业平台商有这些参考干货,具体如下

1. 业务需求方向:当前不仅专业机构,个人高净值投资者包括明星都有参与硬科技投资的需求,平台可围绕硬科技项目开拓股权投融资相关业务,针对合格个人投资者开放硬科技项目投资渠道,拓展业务边界。

2. 招商运营参考:技术背景过硬、走国产化替代路线的硬科技项目,更容易获得资本和市场关注,比如院士领衔的碳化硅项目就顺利拿到多轮政府和产业资本投资,平台招商可重点引入这类项目,提升平台整体吸引力。

3. 风向规避:硬科技项目技术不确定性高、投资周期长、商业化难度大,平台开展相关业务要做好项目尽调,充分披露风险,同时要帮助项目对接产业资源,推进技术落地,降低整体风险。

总:本文呈现了当前中国创投领域的新动向,给产业研究者提供了丰富的研究素材,核心要点如下

1. 产业新动向:当前一级市场资本回归理性,硬科技已经替代文娱消费,成为明星资本布局的核心方向,明星投资也从过去以LP身份间接投资基金,转向亲自直投前沿硬科技项目,出现了高知名度公众人物直接布局硬核技术的新趋势。

2. 行业新问题:硬科技投资周期长,商业化落地难度远高于消费文娱项目,即便是拿到软银愿景基金、头部产业资本投资的明星机器人项目,也会遭遇上市失败、资金链紧张的问题,反映出当前国内硬科技领域“融资容易、落地难”的共性问题。

3. 新模式研究:明星资本早期进入硬科技项目,可利用自身信用为项目增信,后续引入政府引导基金、产业资本接盘,明星通过老股转让部分退出,这种合作退出模式,值得深入研究其可复制性。

声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

This article outlines the new trends in celebrity investment and shares key insights from Huang Lei's cross-sector investment in hard tech. Key takeaways are as follows:

1. As China's capital market returns to rationality, hard technology has become the mainstream investment theme. A-list celebrities have expanded their investment scope from early-stage consumer and cultural entertainment projects to hard tech tracks including semiconductors, artificial intelligence and robotics. Multiple celebrities have already posted strong returns: for example, an AI firm that G.E.M. Tang invested in 2019 delivered a 10x return.

2. With years of experience in business layout, Huang Lei initially focused on monetizing his personal IP across multiple sectors including catering, film and television, e-commerce and education, before transitioning to a full-fledged capital investor. He recently made personal direct investments in a silicon carbide substrate project led by a Chinese Academy of Sciences academician, and a leading cloud robotics startup, entering both at well-timed entry points and has already locked in returns via partial stake reduction.

3. Practical takeaways from Huang Lei's investment path: Investors should predict popular track inflections in advance, master entry and exit timing precisely, and prioritize projects with strong technical backgrounds and established industrial accumulation.

This article reveals new trends in current capital and consumer industries, offering multiple actionable insights for brand owners, as detailed below:

1. Shift in investment and industry trends: Hard technology has now become the mainstream of capital investment, and even traffic-driving celebrities have shifted their focus to hard tech layout. This indicates that amid industrial upgrading, hard technology is the new high-growth风口. Brand owners can look for extension opportunities in cutting-edge tracks such as semiconductors and robotics.

2. Lessons learned from personal IP monetization: When Huang Lei first monetized his personal IP, he co-founded the popular hot pot restaurant "Huang Liang Yi Meng" with Meng Fei, which eventually closed due to pricing controversy. This shows that when brands monetize relying on IP, they must match pricing appropriately, avoid over-consuming IP credibility, and align pricing with mass consumer expectations.

3. Reference for brand credibility building: Celebrity participation in hard tech investment can strongly boost a project's public credibility. If brand owners enter the hard tech space, they can reasonably leverage public figures' public recognition to improve market trust in their brands and projects.

This article sorts out new changes in the current primary investment market, and provides opportunity alerts and risk references for all types of sellers, as detailed below:

1. Track opportunities: As the capital market returns to rationality, hard technology has become the mainstream investment theme. Semiconductors, artificial intelligence, robotics and new energy are all high-growth popular tracks. Sellers can look for supporting entrepreneurial, distribution and service opportunities in these fields, and布局 in advance to gain a first-mover advantage.

2. Policy dividends: The silicon carbide project mentioned in this article received investment support from government guidance funds such as the Beijing Science and Technology Innovation Fund. This shows that the localization of hard tech enjoys clear policy support. Sellers in related fields can actively understand policies and apply for policy and capital support.

3. Risk warnings: Hard tech investment and entrepreneurship require long cycles and face great difficulty in commercialization. Even high-profile projects like CloudMinds, which secured investment from SoftBank and Foxconn, have faced capital chain stress. Sellers entering related fields need to guard against cash flow risks and plan exit strategies in advance.

This article discloses the latest industrial trends in the hard tech field, and provides practical insights for factories on product layout and business cooperation, as detailed below:

1. Reference for production direction: There is currently an urgent demand for localization of third-generation semiconductor silicon carbide substrates, which have long been monopolized by U.S. and Japanese companies. Physical vapor transport is the current mainstream production method, while the liquid phase method is a new differentiated technical route that can produce large-size substrates with lower defects and lower costs. Relevant material factories can布局 this technical route in advance.

2. Business cooperation opportunities: Silicon carbide substrates are mainly used in high-growth fields including new energy vehicle drives, photovoltaic inverters, and 5G communications, with strong market demand. Multiple startups are already advancing industrialization and planning large-scale production lines. Relevant factories can connect with these projects to obtain supporting production opportunities.

3. Insights for transformation: Hard technology is currently the most sought-after风口 for capital. Factories that advance digital transformation and connect with cutting-edge tech projects are more likely to obtain capital support. They can proactively connect with venture capital institutions to accelerate their own upgrading and development with capital backing.

This article shows new trends in current venture capital and hard tech industries, and provides references for business direction for all types of service providers, as detailed below:

1. Industry development trends: Capital is returning to rationality, and hard technology has become the mainstream of investment. Celebrity capital has shifted from early personal IP monetization to direct investment in hard tech projects, which indicates that hard tech will be the core direction of future venture capital and industrial services. Service providers can focus on expanding clients in the hard tech field.

2. Sorting out client pain points: Hard tech projects generally lack credit support for financing in early stages, and face great difficulty in commercialization in later stages. Even leading high-profile projects may face the risk of capital chain rupture. Service providers can develop targeted differentiated services such as credit building for early-stage projects, financing matchmaking, post-investment management, and commercialization consulting.

3. Technical capability reserve: Silicon carbide substrates and cloud-based intelligent robots are currently core popular directions in hard tech, with high market attention and extensive capital layout. Service providers can build service capabilities in related fields in advance, accumulate industry resources, and seize first-mover advantage.

This article discloses new developments in the venture capital and hard technology industries, and provides actionable insights for all types of investment platforms and industrial platform operators, as detailed below:

1. Business demand direction: Currently, not only professional institutional investors, but also high-net-worth individual investors including celebrities, have demand for participating in hard tech investment. Platforms can develop equity investment and financing businesses centered on hard tech projects, open hard tech investment channels to qualified individual investors, and expand their business boundaries.

2. Reference for investment promotion and operation: Hard tech projects with strong technical backgrounds pursuing localization substitution are more likely to attract capital and market attention. For example, the academician-led silicon carbide project successfully secured multiple rounds of investment from government and industrial capital. Platforms can prioritize introducing such projects in investment promotion to enhance the platform's overall attractiveness.

3. Risk avoidance: Hard tech projects face high technical uncertainty, long investment cycles and high commercialization barriers. When platforms carry out related businesses, they must conduct thorough due diligence, fully disclose risks, and help projects connect with industrial resources to promote technical implementation and reduce overall risks.

This article presents new developments in China's current venture capital sector, and provides rich research materials for industrial researchers. Core points are as follows:

1. New industrial trends: Capital in the primary market has returned to rationality, and hard technology has replaced cultural entertainment and consumer projects as the core layout direction for celebrity capital. Celebrity investment has also shifted from indirect investment as limited partners in funds to direct personal investment in cutting-edge hard tech projects, forming a new trend of high-profile public figures directly investing in硬核 technology.

2. New industry problems: Hard tech investment requires long cycles, and commercialization is far more difficult than for consumer and cultural entertainment projects. Even a high-profile robotics project backed by SoftBank Vision Fund and leading industrial capital has faced failed IPO attempts and capital chain stress, reflecting the common "easy financing, hard commercialization" problem in China's current hard tech sector.

3. Research on new models: When celebrity capital enters hard tech projects at early stages, they can leverage their own public credibility to boost the project's reputation, and later bring in government guidance funds and industrial capital as follow-on investors, with celebrities exiting partially via secondary share sales. The replicability of this cooperation and exit model is worthy of in-depth research.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

随着资本市场回归理性、硬科技成为主旋律,一向热衷“演而优则投”的一线明星们的跨界投资布局也在发生变化,由消费和文娱深入到半导体、人工智能、新能源等“高冷”赛道。

比如半年前,歌手邓紫棋在一档访谈中透露,她于2019年投资的AI企业已实现“10倍回报”。此外,她还连续投资了两家科技公司,目前均处于盈利状态。这番战绩在一级市场引发不小关注,也让外界看到明星在投资上的专业嗅觉。

无独有偶,资本布局甚密的黄晓明也于今年开始切入了硬科技赛道。2026年,他通过旗下明嘉资本参与机器人租赁平台“擎天租”的天使轮和Pre-A轮融资,算是正式踏入前沿科技投资领域,其背后的投资逻辑属于娱乐场景的协同。而胡海泉的海泉基金更不用说了,他早已成为专业投资人,近几年也布局了不少医疗器械和新材料项目。

但在这波硬科技浪潮中,引人瞩目的还有“神算子”黄磊。

最近,黄磊被曝出投了一个碳化硅衬底的院士项目——早期入场,融资途中有部分减持。这意味着这笔投资既有产业深水区的前瞻判断,也不缺对退出时机的精准拿捏。同时,他还持有一家云端机器人明星企业的股份。左手半导体,右手机器人,押的均是当下最火爆的赛道。

从文艺男神到“神算子”黄磊

大概是从综艺《极限挑战》开始,演员黄磊给网友的印象已经由文艺男神演变成了智力过人的“神算子”。

2015年《极限挑战》首播,黄磊在节目中展现出惊人的逻辑推演与心算能力。他能在复杂游戏中快速破解密码箱,从节目组布置的杂乱线索中精准反推出任务设置,甚至在没有手机和地图的情况下,凭路牌和出租车司机随口提供的信息推算出目的地坐标。

有一期任务要求成员找到指定饭店,其他人还在四处打听时,黄磊已根据门牌号规律和街区走向直接定位目标,让导演组当场“崩溃”。节目总导演曾公开感叹:“他脑子里仿佛装着一台计算机。”

随着这档现象级综艺的一季季播出,“神算子”成为黄磊最深入人心的综艺标签。在这档综艺之前,黄磊的公众形象一直有一层浓郁的文艺底色。

1990年他出演陈凯歌电影《边走边唱》入行,后凭借《人间四月天》中徐志摩一角成为文艺男神代表。在北京电影学院硕士毕业后他留校任教,海清、姚晨等知名演员均出自其门下,圈内尊称“黄老师”。综艺时代来临,他又在《向往的生活》中以精于烹饪、通达人情的“黄小厨”形象,构建起温暖、智慧的中年人设。

虽然后续因“毒豆角”等厨房翻车事件,黄小厨的滤镜打过几次折扣,但黄磊的高智感与运筹帷幄的形象,至今并未发生根本动摇。这也为外界理解他为何有底气跨界涉足硬科技投资,埋下了公众认知的伏笔。

作为一线艺人,黄磊的身价和资产积累相当可观。除了演艺收入,他早已布局了多条商业线。

据公开工商信息,黄磊曾与何炅等好友共同出资成立“风火石文化发展(北京)有限公司”,涉足影视制作和文化经纪。

在生活消费领域,他与主持人孟非曾在南京合开火锅店“黄粱一孟”,一度成为网红打卡地,后因定价争议关闭。此外,黄磊还通过持股公司参与过教育科技领域,比如曾与知名教育品牌合作开发线上亲子课程内容。他参与发起乌镇戏剧节,创办“黄小厨”生活方式品牌,推出“黄小厨选”电商以及市集。

不过,以上商业行为的核心逻辑仍绕不开“个人IP变现”。但黄磊的野心远不止于实业经营。他也是一名资本玩家,通过LP身份成为多家知名风投的幕后出资人。

比如,他与何炅联手,两人另有一家“风火石投资管理有限公司”(这与上述“风火石文化”是两家独立公司)专门用于资本运作。通过风火石投资,黄磊与何炅出资成为顶级私募基金景林投资的大股东,而景林的投资组合囊括了海底捞、达达集团、途虎养车等明星企业。不过,2022年9月,两人已退出该公司股东行列。

此外,黄磊还通过旗下的上海果实投资管理中心,成为爆款剧制造机“柠萌影业”的天使投资人。柠萌影业曾出品《小欢喜》《三十而已》等爆款剧,黄磊本人亦参演了《小别离》《小欢喜》系列,戏里戏外形成利益闭环。

但真正反映他资本嗅觉和投资风格的,还得是他以个人投资者身份直接入股的两家硬科技公司。

现在大火的机器人、半导体材料,他都投了

机器人赛道火热是最近两年的事,但黄磊却以相对较早的时间布局了。

时间回到2021年6月,北京晶格领域半导体有限公司(以下简称“晶格领域”)新增股东黄磊,持股比例达到11%,是该公司的第二轮融资。

晶格领域成立于2020年6月,坐落在北京顺义。它切入的是碳化硅衬底赛道,这是第三代半导体的核心材料,主要应用于新能源车电驱、光伏逆变器、5G通信等高能效场景。碳化硅衬底制备工艺复杂,长期被美日企业垄断,国产化需求极为迫切。

晶格领域的技术特点是采用液相法生长碳化硅晶体。相较于行业主流的物理气相传输法,液相法理论上能生产缺陷更低、质量更高的晶体,是实现大尺寸、低成本衬底的重要路线,但工艺控制难度极大。

这家公司的创始人陈小龙,1964年生人,是中科院物理所研究员,同时也是国内碳化硅衬底龙头“天科合达”的联合创始人,技术背景与产业化经验兼具。2023年8月,陈小龙入选中科院院士增选有效候选人名单;2025年11月,正式当选中科院院士。创始人从产业老兵到院士的身份跃升,为晶格领域注入了极强的技术公信力。

公司成立后迅速推进技术产业化。2023年,其位于顺义的液相法碳化硅衬底中试线顺利建成通线,实现了从技术到产品的关键跨越。黄磊进入的时间正好卡位在中试线冲刺期。

此后,晶格领域进入融资快车道:2023年完成Pre-A轮融资,引入北京科创基金等政府引导基金;2024年又完成A轮融资,投资方包括首钢基金、亦庄国投等产业资本。这也意味着,公司的估值在节节攀升。

据工商信息,黄磊当前持股比例已从最初的11%缩减至不到6%,这意味着伴随多轮融资后,黄磊很可能已通过老股转让实现了部分退出,收回了一定成本甚至很有可能已获得浮盈。

据公开报道,晶格领域现已在规划更大规模产线,有望在国产碳化硅衬底差异化竞争路线中占据一席。从进入时机到后续退出节奏,黄磊的时机把握得比较精准。若晶格领域成功突围,其明星股东的标签将会变成一个创投圈的佳话。

翻开黄磊的工商信息,他还持有明星机器人企业达阀科技的股份。

达闼科技成立于2015年,创始人是前中国移动研究院院长、国家特聘专家黄晓庆。公司主攻云端智能机器人,核心架构是通过云端大脑、安全高速网络和终端机器人本体,实现机器人智能的集中处理与迭代。

黄磊的这笔投资何时入场、投入多少难以考证。2017年,达闼科技完成1亿美元A轮融资,并发布了首款云端智能机器人平台,一度被寄予“中国版波士顿动力+安卓”的厚望。

达闼科技后续完成过多轮融资。2018年软银愿景基金领投B轮,金额达数亿美元,公司估值攀升至独角兽级别。此后还吸引了富士康、格力等产业资本进入,一时风光无两。

然而,硬科技投资周期漫长,达闼科技后来的路径颇为坎坷。公司曾于2019年向美国SEC递交招股书计划上市,后因外部环境变化撤回。随后试图转向国内或港股资本市场,却遭遇了商业化落地的严峻挑战。2024年以来,达闼科技深陷大规模欠薪和裁员风波,资金链紧张问题凸显,昔日明星独角兽光环迅速暗淡。黄磊这笔投资,也可能存在不确定性。

尽管达闼前路不明,但黄磊能在一堆机器人公司里投中这种明星项目,依旧是本事的证明。此后多年,他鲜少在创投圈抛头露面,直到晶格的手笔出现。

明星做投资,常以LP身份把钱投进专业基金,而非自己管理。黄磊的这两次出手,都紧扣“智能”与“能源”两大底层变革,且亲自直投,再一次印证了他“神算子”称号背后蕴含的聪明、逻辑缜密的性格。

注:文/黎曼,文章来源:投中网(公众号ID:China-Venture),本文为作者独立观点,不代表亿邦动力立场。

【版权提示】亿邦动力倡导尊重与保护知识产权。未经许可,任何人不得复制、转载、或以其他方式使用本网站的内容。如发现本站文章存在版权问题,烦请提供版权疑问、身份证明、版权证明、联系方式等发邮件至run@ebrun.com,我们将及时沟通与处理。

已点赞

+1

{{ praise_text }}

好文章,值得被更多人看到

广告

下一篇

征集报名《品牌数字化服务商资源手册》

《品牌数字化服务商资源手册》展示数字化服务商风采,亿邦全年零售大会通发,触达更多资源,马上加入!

马上入驻

618投入和成交双增长 宠物赛道里最有定力的品牌走得最稳

今年618,有一个品牌连续5年稳居天猫宠物行业Top5,更凭借清晰的战略定位+超高的用户复购率,实现了远超大盘的增长和经营效益。

品牌故事 未来零售

2026-06-10 07:12:34