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CV

贾睿童

硬科技投资分析师

中国一级市场|人工智能基础设施、先进材料与新能源

材料科学硕士,参与项目筛选、技术与商业分析、立项、投决支持及投资执行,关注技术从实验室走向产业的价值形成过程。

justinjia0813@gmail.com

投资概览

市场
中国一级市场硬科技投资
覆盖
人工智能基础设施 · 先进材料 · 新能源
工作环节
项目筛选 · 技术与商业分析 · 立项 · 投决支持 · 投资执行
代表成果
固态电池产业链相关项目投资超过 1 亿元

职业经历

2024.07—2026.08

行业研究 → 分析师

广东华胥私募基金管理有限公司

  • 2024.07—2025.06:开展新能源、半导体及相关新材料领域的前瞻研究,跟踪政策、行业动态、市场趋势与技术路线,并参与项目访谈、跟进和投资执行。
  • 2025.07—2026.08:独立覆盖新能源、新材料与人工智能前沿方向,负责行业研究、标的挖掘、项目筛选及技术与商业分析。
  • 工作职责由研究支持扩展至立项、投决支持和投资执行,形成从产业判断到项目推进的完整经验。
2023.05—2023.08

行业研究实习生

江苏天汇红优投资管理有限公司

  • 协助完成新能源、半导体及相关新材料细分行业研究,分析科研文献、产业趋势、竞争格局和投融资动态。
  • 参与潜在项目挖掘与调研,跟踪创新技术进展并协助形成调研分析报告。
  • 支持目标项目访谈、持续跟进和投资执行,建立早期硬科技项目研究的基础方法。

代表性投资与项目

固态电池产业链

投决与投资执行

硅碳负极 · 半固态电池 · 固态电解质

参与产业链研究、标的筛选、技术与商业分析、投决支持及投资执行。

推进相关项目投资超过 1 亿元。

AI for Materials

投决 / 早期孵化

人工智能驱动材料研发

分析技术路线、能力边界、竞争格局、商业模式与估值。

推动项目进入投决,并参与一家相关企业的早期孵化。

DeepSeek 投资分析

立项

前沿大模型公司

分析技术路线、模型能力、训练成本、竞争格局、商业模式与估值。

形成投资分析及立项材料,支持项目立项。

AI 芯片散热材料

立项

热界面材料 · 封装散热材料 · 金刚石散热

研究不同材料路线解决封装与系统级热管理瓶颈的能力。

形成行业研究报告并支持项目立项。

代表性研究与观点

信息处理的五个层次:如何判断一个投资人的水平

从结论、信源、边界、机制与价值五个层次拆解投资判断。

Read →

制造业投资:龙头为什么拥有犯错权

讨论领先身位为何经常转化为更高投资胜率,以及方法何时失效。

Read →

AI时代,分析师的能与不能

讨论分析师价值如何迁移到问题定义、事实验证、因果判断与责任承担。

Read →

教育经历

2022—2025

高分子化学与物理 · 硕士

上海大学

2018—2022

应用化学 · 本科

上海大学

学术发表

2025

Sponge-Like thermoresponsive hydrogels from helical dendronized Poly(phenylacetylene)s as soft actuators

European Polymer Journal · Volume 240 · Article 114357

Lei Wang, Ruitong Jia, Afang Zhang, Wen Li

第二作者以肟化学交联构筑温敏手性水凝胶,并验证其可压缩形变与应变响应导电特性。

2022

Topological Effects of Dendronized Polymers on Their Thermoresponsiveness and Microconfinement

Macromolecules · Volume 55, Issue 2 · 630–642

Gang Xu, Jiaxing Zhang, Ruitong Jia, Wen Li, Afang Zhang

第三作者研究树枝化聚合物拓扑结构对温敏行为、分子包覆效应与微限域能力的影响。

技能与资质

投资工作

全流程支持

产业链拆解、技术路线研判、竞争格局分析、商业模式与估值分析、项目筛选、立项及投决材料撰写。

技术研究

材料科学背景

能够结合论文、专利与产业资料判断技术路线、能力边界、关键瓶颈、产业化约束与可制造性。

研究工作流

AI-native

使用人工智能原生工具完成信息检索、证据核验、结构化分析与报告写作,能够快速阅读英文专业资料。

专业资质

已取得

基金从业资格。

CV

Justin Jia

Hard-Tech Investment Analyst

China Private Markets | AI Infrastructure, Advanced Materials & New Energy

M.S. in materials science with experience across project screening, technical and commercial analysis, project initiation, investment review support and execution.

justinjia0813@gmail.com

Investment Snapshot

Market
Hard-tech investing in China private markets
Coverage
AI infrastructure · Advanced materials · New energy
Workflow
Screening · Technical and commercial analysis · Initiation · Investment review · Execution
Representative Outcome
More than RMB 100 million invested across the solid-state battery value chain

Experience

2024.07—2026.08

Industry Research → Analyst

Guangdong Huaxu Private Fund Management Co., Ltd.

  • 2024.07—2025.06: Conducted forward-looking research on new energy, semiconductors and advanced materials; tracked policy, industry dynamics, market trends and technology routes; and supported company interviews, follow-up and execution.
  • 2025.07—2026.08: Independently covered frontier opportunities in new energy, advanced materials and artificial intelligence, with responsibility for industry research, company sourcing, screening, and technical and commercial analysis.
  • Expanded from research support into project initiation, investment review support and execution, building end-to-end experience from industry judgment to project advancement.
2023.05—2023.08

Industry Research Intern

Jiangsu Tianhui Hongyou Investment Management Co., Ltd.

  • Researched new energy, semiconductors and related advanced materials through academic literature, industry trends, competitive landscapes and financing activity.
  • Supported company sourcing and research, tracked emerging technologies and contributed to research reports.
  • Assisted with company interviews, project follow-up and investment execution, establishing a foundation in early-stage hard-tech research.

Selected Investments & Projects

Solid-State Battery Value Chain

Investment Review & Execution

Silicon-carbon anodes · Semi-solid batteries · Solid electrolytes

Supported value-chain research, company screening, technical and commercial analysis, investment review and execution.

Advanced more than RMB 100 million in related investments.

AI for Materials

Investment Review / Early Incubation

AI-enabled materials research

Assessed technology routes, capability boundaries, competition, business models and valuation.

Helped advance the project into investment review and participated in the early incubation of a related company.

DeepSeek Investment Analysis

Project Initiation

Frontier foundation-model company

Assessed the technology route, model capability, training economics, competition, business model and valuation.

Produced investment analysis and initiation materials supporting project initiation.

Thermal Materials for AI Chips

Project Initiation

Thermal interface materials · Packaging materials · Diamond-based thermal routes

Evaluated how different material routes address packaging and system-level thermal bottlenecks.

Produced the industry report supporting project initiation.

Selected Research & Writing

Five Levels of Information Processing: How to Judge an Investor

A framework moving from conclusions and sources to boundaries, mechanisms and investment value.

Read →

Manufacturing Investment: Why Leaders Earn the Right to Make Mistakes

Why accumulated leadership often improves investment odds—and where the method fails.

Read →

What Analysts Can and Cannot Do in the AI Era

How analyst value shifts toward problem definition, verification, causal judgment and accountability.

Read →

Education

2022—2025

M.S., Polymer Chemistry and Physics

Shanghai University

2018—2022

B.S., Applied Chemistry

Shanghai University

Publications

2025

Sponge-Like thermoresponsive hydrogels from helical dendronized Poly(phenylacetylene)s as soft actuators

European Polymer Journal · Volume 240 · Article 114357

Lei Wang, Ruitong Jia, Afang Zhang, Wen Li

Second authorDeveloped thermoresponsive chiral hydrogels through oxime crosslinking and demonstrated compressive deformation and strain-responsive conductivity.

2022

Topological Effects of Dendronized Polymers on Their Thermoresponsiveness and Microconfinement

Macromolecules · Volume 55, Issue 2 · 630–642

Gang Xu, Jiaxing Zhang, Ruitong Jia, Wen Li, Afang Zhang

Third authorStudied how dendronized-polymer topology governs thermoresponsiveness, molecular-envelope effects and microconfinement.

Skills & Credentials

Investment Work

End-to-end support

Value-chain mapping, technology-route assessment, competitive analysis, business models, valuation, project screening, initiation and investment-committee materials.

Technical Research

Materials-science background

Uses papers, patents and industry sources to assess technology routes, capability boundaries, bottlenecks, commercialization constraints and manufacturability.

Research Workflow

AI-native

AI-native workflows for retrieval, evidence verification, structured analysis and report writing, with rapid review of English technical sources.

Credential

Qualified

Fund practitioner qualification.