内地科企赴港二次上市趋热 国际长线资本“身影”频频闪现

Group 1 - The trend of mainland technology companies pursuing "secondary listings" in Hong Kong is heating up, attracting global capital, particularly from Middle Eastern sovereign wealth funds [1][2] - As of June, 16 semiconductor and consumer electronics companies from A-shares have submitted prospectuses for Hong Kong listings, with notable companies like Ningde Times and Lens Technology leading the way [1] - Lens Technology's secondary listing raised HKD 4.768 billion, with an oversubscription rate of 462.76 times, indicating strong interest from international long-term investors [1] Group 2 - Infini Capital, a leading asset management company, has established dual headquarters in Hong Kong and Abu Dhabi, facilitating connections between international long-term capital and Chinese technology investments [2] - The global technology investment landscape is undergoing structural changes, with international long-term capital showing optimism towards Chinese technology companies that possess core technological advantages [2] - Middle Eastern capital is increasingly entering the Chinese market, as evidenced by significant investments such as the USD 2 billion convertible bond subscription by Saudi Arabia's PIF in Lenovo Group [2][3] Group 3 - Middle Eastern sovereign wealth funds are diversifying their investments to reduce reliance on oil and gas, aligning with China's strengths in new energy, digital economy, and high-end manufacturing [3] - Geopolitical conflicts are prompting Middle Eastern funds to diversify their asset allocations, with Chinese assets being attractive due to their undervaluation and stable return potential [3]