Shandong Provincial Department of Industry and Information Technology: Notice on Applying for Equity Investment Projects of Provincial Industrial and Information Technology Financial Funds in 2025
Municipal Industry and Information Technology Bureaus, Finance Bureaus:
According to the requirements of documents such as the "Notice of the Shandong Provincial Department of Finance on Conducting Provincial Financial Fund Equity Investment through Capital Injection Guidance" (Lu Cai Ban Fa [2023] No. 7) and the "Notice of the Shandong Provincial Department of Finance and the Shandong Provincial Department of Industry and Information Technology on Issuing the Implementation Measures for Financial Equity Investment in the Industrial and Information Technology Field of Shandong Province" (Lu Cai Gong [2023] No. 4), the relevant matters regarding the application for provincial financial fund equity investment projects in the industrial and information technology field in 2025 (hereinafter referred to as "equity investment projects in the industrial and information technology field") are hereby notified as follows.
1、 Investment scope
The equity investment projects in the field of industry and information technology focus on the sub sectors of the "top ten" industries for the transformation of new and old driving forces, as well as major achievements transformation and industrial adjustment projects that have a leading and driving role and are related to the long-term development of the economy and society.
It is mainly invested in undertaking provincial key technological transformation projects, national industrial infrastructure reconstruction and high-quality development projects of manufacturing industry, key tasks of high-quality development action plan of national key industrial chains of manufacturing industry, industrial Internet construction and application projects, key projects of digital economy, key projects of key infrastructure, core technology, "choke" and other weak links of key industrial chains, projects carried out by enterprises with high growth potential and willingness to go public, such as "specialized, refined, and new" enterprises, single champion of manufacturing industry, gazelle, unicorn, and "Morningstar Factory".
2、 Declaration conditions
（1） The declared enterprise should be registered within Shandong Province and have been operating continuously for more than 2 years; Good development prospects, legal operation, and no bad credit record.
（2） The declared enterprise has an average operating income of no less than 100 million yuan in the past two years and is in a profitable state, with a paid up capital of no less than 20 million yuan.
（3） The declared equity investment amount shall not exceed the total investment amount of the project, and the equity investment participation ratio shall not exceed 25% of the total share capital of the invested enterprise in principle.
（4） Projects under construction must comply with relevant industrial policies, and all procedures for the project (approval, filing, land use, planning, environmental impact assessment, energy conservation review, etc.) must comply with relevant regulations, with a total investment of over 50 million yuan.
（5） The declared enterprise must comply with the requirements of the "green threshold" system for financial enterprise funds.
3、 Declaration Procedure
（1） Declaration materials. The applying enterprise shall prepare the "Shandong Province Industrial and Information Technology Field Financial Fund Equity Investment Project Application Form" (see Annex 1) as required, and provide relevant supporting materials, mainly including: a copy of the enterprise business license (three certificates in one), copies of relevant procedures (approval, filing, land use, planning, environmental impact assessment, energy conservation review, etc.) that should be completed before the project construction starts, and proof of enterprise qualifications such as process technology equipment level and research and development innovation capability. The application materials must be glued into a booklet (PDF electronic version CD pasted on the last page). The declaring enterprise is responsible for the authenticity, compliance, validity, and completeness of the project application materials.
（2） Summarize recommendations. The industrial and information technology departments and finance departments of each county (city, district) shall organize enterprises to apply for projects according to requirements, review and report to the Provincial Department of Industry and Information Technology and the Department of Finance level by level, and provincial enterprises can directly apply to the Provincial Department of Industry and Information Technology and the Department of Finance. After the review by the Industry and Information Technology Bureau and the Finance Department of each city, the projects that meet the requirements shall be summarized, and the "Summary Table of Financial Funds Equity Investment Projects in the Industrial and Information Technology Field of Shandong Province" (see Annex 2) shall be filled out, and a joint recommendation letter shall be issued to be responsible for the review and recommendation results.
（3） Submission requirements. Each city's Industry and Information Technology Bureau is requested to send the recommendation letter, summary table (stamped with official seal), and application materials (in duplicate) to the Provincial Department of Industry and Information Technology before June 23rd. The electronic version (PDF) of the above materials should also be sent to the email address (editable version of the summary table should be sent simultaneously). Mailing address: Planning and Technological Transformation Department of the Provincial Department of Industry and Information Technology, No.1 Shengfu Front Street, Jinan City (please use EMS for mailing); E-mailghyjsgzc_sjxw@shandong.cn。
4、 Regarding policies
During the equity investment period, if the invested enterprise grows into a national level single champion enterprise, a national level specialized and innovative "little giant" enterprise, a national level double cross or characteristic professional platform, a provincial single champion enterprise, a provincial "gazelle" enterprise, a provincial "unicorn" enterprise, a provincial "specialized and innovative" small and medium-sized enterprise, or exits early for more than 1 year (inclusive), a 30% -50% discount reward of investment income will be given. The specific proportion of revenue transfer shall be agreed upon in the equity investment agreement between the invested institution and the invested enterprise in accordance with the principle of combining industrial support and marketization.
Any matters not covered shall be subject to the "Notice of the Shandong Provincial Department of Finance, the Shandong Provincial Department of Industry and Information Technology, and the Shandong Branch of the People's Bank of China on Issuing the Implementation Measures for Financial Equity Investment in the Industrial and Information Technology Field of Shandong Province" (Lu Cai Gong [2024] No. 10) and the "Notice of the Shandong Provincial Department of Finance, the Shandong Provincial Department of Industry and Information Technology on Issuing the Implementation Measures for Financial Equity Investment in the Industrial and Information Technology Field of Shandong Province" (Lu Cai Gong [2023] No. 4).
Contact: Zhang Wenguang and Shang Xipeng from the Provincial Department of Industry and Information Technology 0531-51782607
Hu Zengji from the Provincial Department of Finance 0531-51769745
Shandong Provincial Department of Industry and Information Technology, Shandong Provincial Department of Finance
June 9, 2025
