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深水之上 共振新生丨2026产业未来大会正式官宣

龚作仁 2026-08-24 15:29
龚作仁 2026/08/24 15:29

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本文官宣了即将举办的2026产业未来大会核心信息,梳理了当前产业投资领域的整体发展态势,核心干货如下:

1. 当前产业投资已经进入深水区,原有发展逻辑已经改变:国有属性资金占机构LP出资的比例已经从2021年的78.9%升至2025年的90.2%,国资从出资人转变为产业组织者,12万亿存量基金进入退出延长期,AI改造实体产业、前沿技术产业化成为核心投资方向。

2. 2026产业未来大会将于2026年9月9日-10日在北京亦庄通明湖会展中心举办,主题为“深水之上 共振新生”,大会设置了主题讨论、资源对接、名册评选等多个环节,普通用户可报名参与大会及相关评选活动,对接行业资源,获取前沿产业一手信息。

本文梳理了当前产业投资与前沿产业的发展态势,能为品牌商把握产业趋势、布局新业务提供参考,核心干货如下:

1. 当前产业端已经出现明确的新赛道机会:AI深度改造先进制造、新能源,低空经济、商业航天完成商业化验证,量子计算、脑机接口等前沿产业迎来密集布局,品牌商可结合自身业务布局这些新赛道,挖掘新增长曲线。

2. 当前产业发展进入多方共振阶段,品牌商布局新业务需要资本、政策、场景、供应链的多方支持,本次2026产业未来大会搭建了跨主体资源对接平台,品牌商可参与对接获取各类资源,解决落地难题。

3. 北京亦庄推出“量子十条”“AI二十条”等专项支持政策,建设了前沿产业社区,适合前沿产业项目落地,有意布局新赛道的品牌商可关注该区域的落地政策与机会。

本文梳理了产业投资新周期的变化,官宣了2026产业未来大会的信息,能为卖家把握市场机会提供参考,核心干货如下:

1. 当前明确的增长方向包括AI赋能传统产业、前沿技术产业化,量子计算、具身智能、先进制造、低空经济、新能源等赛道都迎来资本密集布局,卖家可挖掘这些赛道的创业与业务机会。

2. 当前国资已经成为产业组织者,直投规模快速增长,从追求财务回报转向兼顾产业贡献,卖家对接国资产业资本、政府落地资源的机会大幅增加,可借助政策资金支持实现业务增长。

3. 当前退出通道已经多元化,除IPO外,并购、S基金、股权转让都成为退出选择,本次大会设置了闭门交流、资源对接环节,卖家可参与对接资本,解决融资、落地、退出等核心问题。

本文分析了当前产业发展的新动向,能为工厂把握商业机会、推进转型提供参考,核心干货如下:

1. 当前AI已经深度改造先进制造领域,产业端对工厂智能化升级的需求持续提升,工厂可把握这一趋势,对接外部技术与资本资源,推进自身的数字化、智能化转型,提升生产效率。

2. 量子计算、具身智能、商业航天等前沿产业进入产业化落地阶段,需要大量上游制造、供应链配套支持,具备技术能力的工厂可切入这些新赛道的供应链体系,获得新的业务增长点。

3. 北京亦庄作为国家级开发区,出台了多项专项支持政策,建设了前沿产业孵化社区,聚集了大量前沿项目,工厂可前往对接,获取政策、场地、资本支持,拓展新业务,推进自身电商与数字化转型。

本文分析了产业投资进入深水区后的行业痛点与发展趋势,能为服务商把握业务机会提供参考,核心干货如下:

1. 当前产业发展已经进入多方协同共振阶段,不同主体存在明显的资源互补痛点:国资缺市场化项目运营能力,投资机构缺长期产业资源,创业企业缺落地场景与供应链支持,服务商可围绕这些痛点打造资源对接与协同解决方案,开辟新业务。

2. 当前市场有12万亿存量基金面临退出压力,行业需要除IPO外的多元化退出服务,服务商可布局并购、S基金、股权转让相关的专业服务,满足市场大量需求。

3. 前沿技术产业化需要工程化、场景验证、资本对接等多环节专业服务,本次大会聚集了全产业链各类主体,服务商可参与对接,获取精准客户资源,拓展业务边界。

本文梳理了当前产业端对平台服务的新需求,分享了产业生态建设的成功经验,能为平台商调整运营策略提供参考,核心干货如下:

1. 当前产业投资新周期下,行业已经从单打独斗转向多方协同共振,各类主体都有跨主体资源对接的需求,平台商可打造开放的产业资源对接生态,满足国资、投资机构、创业企业、地方政府的对接需求,构建新的商业模式。

2. 当前有12万亿存量资产待退出,市场对多元化退出通道的需求强烈,平台商可布局S基金、并购交易相关的服务板块,开拓新的业务增长点。

3. 北京亦庄通过出台专项产业政策、打造专属产业孵化社区、聚集核心头部企业的方式构建产业生态,吸引前沿项目落地,这套经验值得产业平台参考借鉴,可用于优化自身的招商与运营管理。

本文提出了当前产业投资领域的新动向与新问题,能为产业研究提供新的方向与一手素材,核心干货如下:

1. 当前产业投资已经进入深水区,出现了多个值得研究的新动向与新问题:资金结构发生根本变化,国有属性资金占比从2021年的78.9%升至2025年的90.2%,国资从出资人转变为产业组织者,角色定位发生根本变化;12万亿存量基金进入退出期,多元化退出机制构建成为行业核心待解问题。

2. 新的产业生成逻辑已经形成,新产业不再由单一力量塑造,而是国家意志、资本、产业、技术、场景多方共振的结果,这一新的商业模式值得深入研究。

3. 本次大会将发布覆盖全赛道的产业投资行业名册,聚集全产业链各类主体展开讨论,能为研究者提供一手研究素材与行业共识参考。

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Quick Summary

This article officially announces key details of the upcoming 2026 Industry Future Conference, and outlines the overall current development trend of China's industrial investment sector. Key takeaways are as follows:

1. Industrial investment has now entered a deep-water phase, with its original growth logic fundamentally reshaped: State-owned capital now accounts for 90.2% of total limited partner contributions to investment institutions, up from 78.9% in 2021. State-owned assets have shifted from being mere capital contributors to becoming industrial organizers. Meanwhile, 12 trillion yuan in existing funds have entered an extended exit period, and AI transformation of real-world industries and commercialization of cutting-edge technologies have emerged as the core investment directions.

2. The 2026 Industry Future Conference will be held on September 9–10, 2026 at the Tongminghu Convention and Exhibition Center in Beijing Economic-Technological Development Area (BETDA), also known as Yizhuang. With the theme "Above the Deep Water, Resonate for New Growth", the conference includes keynote discussions, resource matching events, directory评选活动 and other sessions. General attendees can register for the conference and related评选 activities to connect with industry resources and access first-hand insights into cutting-edge industries.

This article sorts out current development trends in industrial investment and emerging industries, providing reference for brands to grasp industry trends and layout new business lines. Key takeaways are as follows:

1. Clear opportunities have emerged in new industrial tracks: AI is deeply transforming advanced manufacturing and new energy; low-altitude economy and commercial aerospace have completed commercial validation; cutting-edge sectors including quantum computing and brain-computer interfaces are seeing intensive layout. Brands can integrate these new tracks into their existing business to unlock new growth curves.

2. Current industrial development has entered an era of multi-stakeholder resonance. Brands launching new businesses need support from capital, policy, application scenarios and supply chains. The 2026 Industry Future Conference builds a cross-entity resource matching platform, where brands can connect with all types of resources to solve practical implementation challenges.

3. Beijing Yizhuang has rolled out targeted supporting policies including the "10 Measures for Quantum Technology" and "20 Measures for AI", and built specialized cutting-edge industrial communities that are ideal for landing frontier projects. Brands looking to enter new tracks should pay attention to the local policies and opportunities available in the region.

This article sorts out changes in the new cycle of industrial investment and officially announces details of the 2026 Industry Future Conference, providing reference for sellers to capture market opportunities. Key takeaways are as follows:

1. Current clear growth directions include AI empowerment for traditional industries and commercialization of cutting-edge technologies. Tracks such as quantum computing, embodied intelligence, advanced manufacturing, low-altitude economy and new energy are all seeing intensive capital layout, and sellers can explore entrepreneurship and business opportunities in these areas.

2. State-owned assets have now become industrial organizers, with direct investment scale growing rapidly. They have shifted from prioritizing purely financial returns to balancing industrial contributions, which greatly increases opportunities for sellers to connect with state-owned industrial capital and local government implementation resources. Sellers can leverage policy and capital support to drive business growth.

3. Exit channels have become more diversified: beyond IPOs, mergers and acquisitions, secondaries funds and equity transfers are all valid exit options. The conference includes closed-door discussions and resource matching sessions, where sellers can connect with capital to solve core problems including financing, project implementation and exit.

This article analyzes new trends in current industrial development, providing reference for factories to capture business opportunities and advance transformation. Key takeaways are as follows:

1. AI is now deeply transforming the advanced manufacturing sector, and market demand for factory intelligent upgrading continues to grow. Factories can seize this trend, connect with external technology and capital resources, advance their own digital and intelligent transformation, and improve production efficiency.

2. Cutting-edge industries including quantum computing, embodied intelligence and commercial aerospace have entered the commercialization stage, requiring a large amount of upstream manufacturing and supply chain support. Factories with technical capabilities can access the supply chain systems of these new tracks to secure new business growth points.

3. As a national-level development zone, Beijing Yizhuang has introduced multiple targeted supporting policies, built cutting-edge industrial incubation communities, and gathered a large number of frontier projects. Factories can connect with local resources there to access policy, site and capital support, expand new business, and advance their own e-commerce and digital transformation.

This article analyzes industry pain points and development trends after industrial investment entered the deep-water phase, providing reference for service providers to capture business opportunities. Key takeaways are as follows:

1. Current industrial development has entered a stage of collaborative resonance among multiple stakeholders, and different players face obvious pain points from resource mismatches: State-owned capital lacks market-oriented project operation capabilities; investment institutions lack long-term industrial resources; startups lack implementation scenarios and supply chain support. Service providers can build resource matching and collaboration solutions targeting these pain points to open up new business lines.

2. There are currently 12 trillion yuan in existing funds facing exit pressure, and the industry needs diversified exit services beyond IPOs. Service providers can layout professional services related to mergers and acquisitions, secondaries funds and equity transfers to meet substantial market demand.

3. The commercialization of cutting-edge technology requires professional services across multiple stages including engineering, scenario validation and capital connection. The conference gathers all types of players across the industrial chain, and service providers can participate to connect with targeted customer resources and expand their business boundaries.

This article sorts out new demand for platform services from the industrial side, and shares successful experience in industrial ecosystem building, providing reference for platforms to adjust their operation strategies. Key takeaways are as follows:

1. Under the new cycle of industrial investment, the industry has shifted from individual competition to multi-stakeholder collaborative resonance, and all types of players have demand for cross-entity resource connection. Platforms can build an open industrial resource matching ecosystem to meet the connection needs of state-owned capital, investment institutions, startups and local governments, and build new business models.

2. There are currently 12 trillion yuan in existing assets waiting for exit, and market demand for diversified exit channels is strong. Platforms can layout service sections related to secondaries funds and M&A transactions to unlock new business growth points.

3. Beijing Yizhuang has built a mature industrial ecosystem by rolling out targeted industrial policies, building dedicated industrial incubation communities, and gathering core leading enterprises to attract frontier projects. This experience provides a useful reference for industrial platforms to optimize their investment promotion and operation management.

This article puts forward new trends and emerging issues in the current industrial investment sector, providing new directions and first-hand materials for industrial research. Key takeaways are as follows:

1. Industrial investment has now entered a deep-water phase, with multiple new trends and issues worthy of in-depth research: The capital structure has fundamentally changed, with state-owned capital's share rising from 78.9% in 2021 to 90.2% in 2025. State-owned assets have shifted their role from capital contributors to industrial organizers, a fundamental positioning shift. Meanwhile, 12 trillion yuan in existing funds have entered the exit period, and building a diversified exit mechanism has become a core unresolved issue for the industry.

2. A new industrial formation logic has emerged: new industries are no longer shaped by a single force, but are the result of joint resonance among national strategy, capital, industry, technology and application scenarios. This new business model deserves in-depth research.

3. The conference will release an industry directory of industrial investment covering all tracks, and gather all types of players across the industrial chain for discussion, which can provide researchers with first-hand research materials and reference for industry consensus.

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.

一边是12万亿基金进入退出期和延长期,一边是国资、产业资本加速落子;一边是AI重新改造先进制造与新能源,一边是量子计算、商业航天、脑机接口、可控核聚变等未来产业迎来长期下注。

产业投资正在进入深水区。资金结构、投资机制与产业方向同时重写,真正的机会,将从资本、产业、技术与场景的共振中生长出来。那么,产业投资新周期的答案,将在哪里发生?

01

产业投资进入深水区,旧地图正在失效

过去几年,产业投资经历了一场由表及里的变化。

2023年,我们试图“发现暗流”;2024年,行业开始“确认浪潮”;2025年,市场走向“精耕细作”。到了2026年,一个更加具体的问题摆在所有人面前:

精耕之后,地里的东西长成什么样了?下一个真正穿越周期、代表产业未来的“中国之光”,会在哪里出现?

答案已经不能沿用旧地图寻找

资金结构,首先被改写。

截至2025年末,国资背景管理人管理的基金规模占比已超过60%;2025年,国资直投事件达到5444起,涉及金额超过6000亿元。执中ZERONE数据显示,机构LP出资中,国有属性资金占比从2021年的78.9%升至2025年的90.2%。

国资的角色已经不再只是“出资人”。从LP走向GP,从基金招商走向直投招商,从追求单一财务回报,转向同时衡量政策合规、产业贡献与财务收益,国资正在成为产业组织者和生态构建者。

与此同时,退出压力持续累积。IPO之外,并购、S基金、股权转让与回购,正在共同回答“如何退”的难题。

资金最终仍要流向产业。AI开始深入先进制造、新能源等现实场景,低空经济、商业航天逐渐跨过商业化验证门槛,脑机接口、量子计算、可控核聚变等长期产业命题,也迎来资本和产业资源的密集落子。

产业投资已经进入真正的深水区。

这里不再只有单一机构的判断,而是国家意志、市场力量、产业资源与技术创新的共同作用。

02

新周期的答案,不再来自单打独斗

进入新周期之后,产业投资面对的已经不是“要不要投”这一道单选题。

当国资成为最重要的长期资金来源,市场化机构应该如何重新定义自身的专业价值?

当12万亿存量资产等待退出,IPO之外,并购与S基金能否真正打开通道?

当大额硬科技融资越来越依赖联合投资,ClubDeal究竟是风险分散后的理性选择,还是独立判断能力的退场?

当AI重新改造传统产业,当前沿技术进入十年甚至二十年的产业化周期,资本又该如何在“今天的增长”与“未来的生根”之间下注?

这些问题,没有任何一方能够独自回答。

国资需要优质项目与市场化能力,GP需要长期资金与产业资源,CVC需要创新生态与技术增量,创业企业需要资本之外的应用场景、供应链支持与区域落地资源。

退出需要并购协同,大项目需要联合下注,产业招商需要跨区域合作。每一方手中,都握着别人缺少的那块拼图。

深水不是一个人能游过的。共振,正在成为产业投资新周期的关键词。

03

“深水之上,共振新生”,2026产业未来大会正式启动

在此背景下,36氪拟于2026年9月9日至10日两天,在北京亦庄通明湖会展中心举办以“深水之上,共振新生”为主题的“2026产业未来大会”。

大会将邀请国资平台、政府引导基金、LP、市场化投资机构、CVC、产业龙头、创新企业、专家学者及产业服务机构代表,共同讨论产业投资新周期中的资金格局、投资机制、产业重构与未来布局。

04

为什么是亦庄?

因为未来产业的答案,要在产业现场发生

一场谈论产业未来的大会,不应该只在会场里想象未来。一项前沿技术从实验室走向产业,需要穿过工程化、供应链、应用场景与商业验证的漫长旅程。它需要技术突破,也需要资本耐心、产业协同和城市的承接能力。

北京亦庄,作为北京市唯一的国家级开发区,首都实体经济的重要阵地。“六区”政策优势为基数研发、企业成长和产业落地提供了难得的纵深。

更重要的是,未来产业正在这里拥有具体的形状。

“量子十条”“AI二十条”等专项政策的相继落地,把算力、资本、人才与应用场景送到企业成长的关键节点;

量子星座、模数世界等前沿产业社区为创新企业提供从研发孵化到场景验证的承载空间;

华翊量子、两仪万象等重点企业在这里扎根,多条量子技术路线并行推进,AI与具身智能也加速进入制造与真实应用场景。

它们共同指向了一件事:让技术找到场景,让企业获得耐心,让创新真正成长成产业。

进入深水区,未来不再诞生于某一次孤立的突破,而是生长于技术、资本、产业与场景的共同作用。

所以,2026产业未来大会来到亦庄。我们希望把关于未来的讨论,放到未来正在发生的地方;让判断进入现场,让资源找到彼此,让下一束“中国之光”,从一次真实的共振开始。

05

两天议程,让观点、资本与产业真正相遇

第一天,走进深水,看见未来如何发生。

大会将以量子计算与AI两股“深流”为主线:向上,看技术如何完成跃迁;向下,看价值如何形成闭环。量子计算如何从“能算”走向“有用”,AI如何从模型竞逐进入产业现场,算力、资本与应用场景又如何彼此连接——这些问题,将在亦庄被放进真实的产业语境中讨论。

当天,大会还将启动量子技术“场景需求征集”,并走进量子星座社区。让前沿技术面对真实需求,也让关于未来的判断,接受产业现场的检验。

第二天,穿越周期,寻找产业投资的新共识。

当一家“中国之光”企业需要十年成长、长期资本与产业链协同,国资、LP、市场化机构和CVC应该如何共同托举?当12万亿存量资产等待退出,资本又该如何找到新的循环?大会将围绕耐心资本、退出机制与产业投资的新角色展开讨论,并把目光投向具身智能、先进制造、新能源、半导体与低空经济,寻找那些正在发生的产业变量。

除主题演讲与圆桌讨论外,大会还设置产业系列名册、趋势内容发布、机构闭门交流及产业资源对接等内容模块。

在这里,讨论不是终点,连接才是结果。

本次大会将发布2026年度“产业投资行业”系列名册评选,面向全市场一级市场投资机构、一线投资人开放申报,完整覆盖十二个赛道综合、细分产业、国资、精品投行、LP、产业并购、ESG、投后赋能等全维度名册,客观记录产业与资本共生共进的真实力量。

06

来到这里,不只是听见

判断,更是进入产业现场

产业投资真正困难的地方,往往不只是缺少信息,而是缺少能够验证判断的人、项目与场景。

一个新方向是否值得长期下注,不能只看研究报告,也要看技术是否真正走出实验室,产品是否已经进入供应链,地方产业是否具备承接能力,资本是否愿意陪伴企业走过漫长的工程化周期。

这些答案,很难在单向的信息流中找到。

36氪希望通过这场大会构建的,正是一个产业判断得到交叉验证的现场。

在这里,国资平台能够听见市场化机构对项目质量与退出路径的真实判断,投资机构能够了解产业龙头正在寻找什么样的技术增量,创业者能够直接面对资本、客户与区域资源,地方政府也能看到一项技术从项目走向产业,究竟需要怎样的场景、链条与生态。

我们期待现场发生的,不只是观点交换,而是更多具体问题被摆到桌面上:

一个硬科技项目下一轮融资,需要怎样的资本组合?

一家产业龙头正在寻找哪些能够进入业务体系的创新能力?

一个地方希望布局未来产业,真正缺少的是项目、基金,还是产业组织能力?

一项前沿技术距离规模化应用,还有哪些工程、成本和场景障碍?

当这些问题被放进同一个现场,资本、产业、技术与区域资源之间,才可能形成真正有效的连接。

在深水区,信息并不稀缺。真正稀缺的,是让判断变成行动、让项目走向产业、让合作真实发生的机会。

07

在共振中,让下一批“中国之光”生长出来

产业投资走到今天,行业需要的已经不只是更多资金,而是更有效的协同。真正的“中国之光”,不会由某一种力量单独塑造。它将生长在长期资本、产业能力、技术创新、应用场景与市场需求的共同作用之中。

深水之上,没有孤立的答案。

9月9日-10日,北京亦庄通明湖会展中心,2026产业未来大会,期待与你共同见证新共识形成,让新产业发生。

请扫描以下二维码,

选择对应名册参与报名评选

注:文/龚作仁,文章来源:Laborer,本文为作者独立观点,不代表亿邦动力立场。

文章来源:Laborer

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FAQ回顾

2026产业未来大会的举办时间和地点是什么?

2026产业未来大会拟于2026年9月9日至10日在北京亦庄通明湖会展中心举办,主题为“深水之上,共振新生”,将邀请国资平台、投资机构、产业龙头、创新企业等多方代表参与。

当前国内产业投资行业呈现哪些新趋势?

当前国内产业投资进入深水区,截至2025年末国资背景管理人管理基金规模占比超60%,国有属性资金在机构LP出资中占比达90.2%,AI、量子计算、商业航天、脑机接口等未来产业成为资本布局热点。

2026产业未来大会设置了哪些核心内容板块?

大会为期两天,首日围绕量子计算、AI等前沿技术产业化展开讨论,启动量子技术场景需求征集;次日围绕耐心资本、退出机制等议题交流,还设置了主题演讲、趋势发布、闭门交流、资源对接等多个模块。

为什么2026产业未来大会选址北京亦庄?

北京亦庄是北京市唯一国家级开发区,是首都实体经济重要阵地,拥有“六区”政策优势,已落地“量子十条”“AI二十条”等专项政策,聚集了大量未来产业相关企业与创新资源,适合产业类研讨活动落地。

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