Policy Impact of the Ministry of Education's Guangdong-Hong Kong-Macao Greater Bay Area Technology Transfer and Commercialization Center and Investment Analysis of Related Concept Stocks

From December 15 to 17, 2025, the University Regional Technology Transfer and Commercialization Center established by the Ministry of Education in the Guangdong-Hong Kong-Macao Greater Bay Area was officially unveiled, which is an important measure to promote in-depth industry-university-research integration [1]. The center fully leverages Guangdong’s industrial advantages and Hong Kong and Macao’s strengths in sci-tech finance and international cooperation, focuses on advantageous industrial directions, and builds a one-stop full-chain public commercialization service platform, aiming to systematically promote the transfer and commercialization of university achievements and support regional high-quality development [1].

According to the latest data, since the ‘14th Five-Year Plan’ period, the efficiency of scientific and technological achievement commercialization in Guangdong’s universities has continued to improve. In 2024, universities in the province obtained 20,379 authorized invention patents and commercialized 2,453 achievements through transfer, valuation investment, and other methods, increasing by 101% and 255% respectively compared with 2020 [2]. This indicates that university technology commercialization has entered a rapid development stage.

The 2025 University Scientific and Technological Achievement Fair, themed ‘University-Enterprise Collaboration, Integrated Innovation: Empowering the Development of New-Quality Productivity’, attracted more than 600 universities nationwide to participate, focusing on displaying cutting-edge scientific and technological achievements in strategic emerging industries such as

[2].

- Leading Power Battery Company

• Current Price
  : 377.42 CNY [0]
• Market Capitalization
  : 1.66 Trillion CNY [0]
• Investment Logic
  : As an important carrier of new energy technology commercialization, CATL has deep accumulation in industry-university-research cooperation. The company’s R&D investment exceeded 1 billion CNY in 2024, and it has established long-term cooperative relationships with many universities [0].
• Financial Performance
  : ROE reached 22.84% and net profit margin was 16.53%, showing strong profitability [0].

- Leading Security Monitoring Company

• Current Price
  : 28.74 CNY [0]
• Market Capitalization
  : 263.4 Billion CNY [0]
• Investment Logic
  : It has a leading position in cutting-edge technology fields such as artificial intelligence and computer vision, and has close cooperation with universities, benefiting from the promotion of AI technology commercialization policies [0].
• Financial Performance
  : Net profit margin was 14.14% and ROE was 16.51%, with a stable financial situation [0].

- Financial Information Service Provider

• Current Price
  : 22.51 CNY [0]
• Market Capitalization
  : 355.75 Billion CNY [0]
• Investment Logic
  : As a sci-tech finance service platform, it directly benefits from the financial support policies of the Technology Transfer and Commercialization Center, and has unique advantages in value discovery of scientific and technological achievements and investment and financing services [0].

- Comprehensive Financial Service Provider

• Current Price
  : 5.19 CNY [0]
• Market Capitalization
  : 127.54 Billion CNY [0]
• Investment Logic
  : As a large financial group, it will play an important role in investment and financing services, mergers and acquisitions, and other links of technology transfer and commercialization [0].

1. Policy Implementation
   : Official operation of the Technology Transfer and Commercialization Center, expectation of first batch of project implementation
2. Funding Support
   : Relevant supporting policy funds are in place, and enterprises receive substantial support
3. Demonstration Effect
   : Emergence of successful commercialization cases, driving up market expectations

1. Industrial Chain Integration
   : Effective connection between university technology and enterprise needs, promoting industrial chain upgrading
2. Innovation Ecosystem
   : Formation of a complete ‘R&D-Commercialization-Industrialization’ ecosystem
3. International Cooperation
   : Leveraging Hong Kong and Macao’s advantages to expand international technology cooperation space

Technology transfer and commercialization require coordination among multiple parties, and there is uncertainty about the effect of policy implementation.

It takes a long time for scientific and technological achievements to go from the laboratory to the market, and it may be difficult to reflect performance contributions in the short term.

Some concept stocks have relatively high valuations, and there is a risk of correction.

1. CATL (300750.SZ)
   : Core target for new energy technology commercialization, with relatively reasonable valuation
2. Hikvision (002415.SZ)
   : Leading enterprise in AI technology application, benefiting from the trend of intelligent transformation

• Position Control
  : It is recommended to allocate 20-30% of the total position
• Batch Position Building
  : Pay attention to the pace of policy implementation and intervene in batches
• Long-term Holding
  : Technology commercialization is a long-term process, so it is recommended to hold with a medium-to-long-term investment mindset

The establishment of the Technology Transfer and Commercialization Center in the Guangdong-Hong Kong-Macao Greater Bay Area by the Ministry of Education is an important measure to promote in-depth industry-university-research integration, which will bring long-term investment opportunities for related concept stocks. It is recommended to focus on leading companies in new energy, artificial intelligence, venture capital services, and other fields, while closely monitoring the progress of policy implementation and specific project execution. Investors should view this thematic investment opportunity from a medium-to-long-term perspective and avoid short-term speculation risks.

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[0] Jinling API Data
[1] Guangzhou Daily Dayoo.com - ‘National University Regional Technology Transfer and Commercialization Center (Guangdong-Hong Kong-Macao Greater Bay Area) Branch Center to be Officially Unveiled at the Science and Technology Fair’ (https://news.dayoo.com/guangzhou/202512/15/139995_54905687.htm)
[2] Sina Finance - ‘University Scientific and Technological Achievement Fair Held in Guangzhou: What to “Trade” and What’s the “Market Situation”?’ (https://finance.sina.com.cn/roll/2025-12-15/doc-inhavsem4074108.shtml)
[3] Xinhuanet - ‘From “a Blank Sheet” to “Science Highland” — Seven Years of Transformation of Shenzhen Guangming Science City into a “Core City”’ (http://www.news.cn/tech/20251205/b77b16da75ec49c1801b27f876aadf9e/c.html)