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阿布扎比主权基金公布成绩单:资产管理规模近2.4万亿人民币
Sou Hu Cai Jing·2025-05-09 08:12

Core Insights - Mubadala, the second-largest sovereign fund in the UAE, reported a 9.1% year-on-year growth in assets under management, reaching 1.2 trillion dirhams (approximately 2.4 trillion RMB) by the end of 2024, with a five-year annualized return of 10.1% [2][4] Investment in China - Mubadala has invested nearly $17 billion (approximately 123 billion RMB) in over 100 projects in China over the past decade, focusing on sectors such as consumer, healthcare, industrial, and enterprise services [2] - The fund has established strategic partnerships with leading fund managers, leading or co-leading investments in notable projects like Wanda Commercial Management Group and JD Health [2][3] Key Investments and Strategies - In 2024, Mubadala completed a significant acquisition of 60% of Dalian Wanda's commercial management subsidiary, marking its largest direct investment in China to date [2] - The fund's recent acquisition of the entire equity of U.S. biopharmaceutical company Upsher-Smith's mature product business in China reflects its investment strategy focused on central nervous system treatments [3] Focus Areas and Future Directions - Mubadala's investment strategy emphasizes sectors such as artificial intelligence, clean energy, life sciences, semiconductors, and advanced manufacturing, aligning with the UAE's development priorities [4] - The establishment of the MGX national AI investment platform in collaboration with G42 is a key initiative aimed at enhancing the UAE's position in global AI and advanced technology [4] Global Investment Expansion - Mubadala is expanding its global investment portfolio, with a focus on North America, Europe, and Asia, and raised $3.1 billion (approximately 11.4 billion dirhams) for its private equity fund, exceeding its initial target [6][9] - The fund's private credit investment portfolio has grown to $20 billion (approximately 73.5 billion dirhams), supported by partnerships with major financial institutions [8] Performance Metrics - Mubadala's capital deployment increased by 33.7% year-on-year, reaching 119 billion dirhams (approximately $32 billion), while total capital returned grew by 10% to 109 billion dirhams (approximately $30 billion) [9] - The fund disclosed a ten-year rolling internal rate of return of 8.7% for the first time in 2024 [9]