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伯克希尔(BRK.A.US,BRK.B.US)正式进入“后巴菲特时代”市场聚焦阿贝尔接棒后表现
Zhi Tong Cai Jing· 2026-01-02 23:16
阿贝尔接手之际,伯克希尔账面资金实力空前。公司截至9月底持有的现金规模高达3816亿美元,创历 史新高,此前公司已持续一段时间净卖出股票资产。巴菲特明确表示,未来资本配置的最终决策权将完 全交由阿贝尔掌握。 "最终拍板的人会是格雷格,"巴菲特直言,"我很难想象他一周内完成的事情,会不会比我一个月还 多……如果让我选,我宁愿把钱交给格雷格打理,而不是美国任何顶级投资顾问或CEO。" 不过,自巴菲特在今年5月宣布退休计划以来,伯克希尔股价整体跑输大盘。部分投资者仍在观望,阿 贝尔是否能够以同样稳健的方式,统筹管理伯克希尔庞大的实体业务版图与股票投资组合,同时继续支 撑其溢价估值。 回顾巴菲特的执掌生涯,其成绩几乎无人能及。自上世纪60年代中期接管伯克希尔以来,他将一家濒临 困境的纺织厂,打造成全球最具影响力的复合型投资集团。1964年至2024年间,伯克希尔年化复合回报 率高达19.9%,几乎是同期标普500指数10.4%的两倍,按股价计算,伯克希尔在过去六十年间为早期投 资者创造了数万倍的回报。 周五,伯克希尔.哈撒韦(BRK.A.US,BRK.B.US)股价小幅下挫,投资者正在消化"股神"巴菲特正式结束 长达 ...
广东粤财工融人工智能与机器人产业投资基金合伙企业(有限合伙)成立
Zheng Quan Ri Bao Wang· 2025-12-19 12:16
本报讯(记者袁传玺)天眼查工商信息显示,近日,广东粤财工融人工智能与机器人产业投资基金合伙企 业(有限合伙)成立,执行事务合伙人为许睿,出资额20亿元,经营范围含以私募基金从事股权投资、投 资管理、资产管理等活动。合伙人信息显示,该基金由工银金融资产投资有限公司、工银资本管理有限 公司、广东省产业发展投资基金合伙企业(有限合伙)、广东粤财创业投资有限公司等共同出资。 ...
风光项目收益率不得低于6.5%,华电能源发布投资管理规定
Zhong Guo Dian Li Bao· 2025-12-10 02:07
12月6日,华电能源股份有限公司发布《投资管理规定》,就投资项目前期立项的审批、备案,后期的投资评价以及并购、收益率等给出明确规定。 规定指出,对风电光伏项目总投资20亿元以内自建项目、10亿元以内并购项目以及煤电、气电、供热项目总投资5亿元以内项目等施行分级分类决策机 制。 在具体收益率要求方面,风电光伏及大型风光水火储基地、氢基能源、新型独立储能等项目,资本金内部收益率投资决策标准不低于6.5%;屋顶分布式 光伏、生物质能、光热、地热、海洋能项目不低于7%;火电、天然气项目不低于8%。 类等科技项目投入;(4)数智化投资,指以计算机、通信技术、 互联网及其他新一代信息技术为主要手段的信息网络、网络安全 和应用等投资项目:(5)小型基建投资,指为生产经营服务的 非经营性基建项目投资,包括相关建筑物的新建、购置、改造、 装修等。 股权投资是指为参与或控制企业经营活动并以持有一年及 以上股权为目的的投资活动,主要包括新设、增资(增持)、对 外投资并购等投资活动,及其他按照国资委相关制度文件规定应 当纳入股权投资管理的项目。 第四条 本规定所称战略性投资项目是指对公司未来发展 产生长远影响的区域布局、资源控制、实 ...
华电能源投资并购新规:大基地收益率≥6.5%,分布式光伏≥7%!
Xin Lang Cai Jing· 2025-12-08 11:22
(来源:光伏产业网官微) 12月6日,华电能源股份有限公司发布《投资管理规定》,就风、光项目等前期立项的审批、备案,后期的投资评价以及并购要求、收益率要求等给出相 关规定。 规定指出,前期费总额1亿元以内的境内风光电项目、国外负面清单外的境外风光电项目、上级公司授权公司投资决策项目、境内服务于公司风光电项目 发展的独立储能项目,前期立项实行审批,基层企业完成前期立项决策申报公司。 风电光伏项目总投资20亿元以内自建项目、10亿元以内并购项目施行分级分类决策机制。 在具体的收益率要求方面,风电光伏及大型风光水火储基地等项目,资本金内部收益率投资决策标准不低于6.5%;屋顶分布式光伏不低于7%;储能项目 不低于6.5%。 原文见下: 华电能源股份有限公司 投资管理规定 第一章 总 则 第一条 以习近平新时代中国特色社会主义思想为指导,完 整、准确、全面贯彻新发展理念,建立战略导向明确、治理结构 优良、管控体系科学、运作机制高效、基础管理扎实、监督考核 闭环的投资管理体系,切实提高发展质量和效益,有效防范投资 风险,根据国家有关法律、法规及《华电能源股份有限公司章程》 等管理制度,制定本规定。 第二条 本规定适用于 ...
50.4亿,上海智算领航私募基金注册成立
FOFWEEKLY· 2025-12-01 10:01
企查查App显示,近日,上海智算领航私募基金合伙企业(有限合伙)成立,执行事务合伙人为上海孚腾私募基金管理有限公司,出资额约50.4亿 人民币,经营范围为以私募基金从事股权投资、投资管理、资产管理等活动。合伙人信息显示,该基金由上海埃迪西基础设施配套建设有限公司、上 海孚腾私募基金管理有限公司共同出资。 每日|荐读 论坛: 新一批敲钟人,已在路上 荐读: 重新发现香港:科创时代的新蓝图 榜单: 全国首只AIC产业母基金来了 热文: 投资人"忙疯了" ...
上海临港新片区投资控股集团增资至约210.7亿元,增幅约3%
Xin Lang Cai Jing· 2025-11-20 06:19
Core Insights - Shanghai Lingang New Area Investment Holding (Group) Co., Ltd. has increased its registered capital from approximately 20.49 billion RMB to about 21.07 billion RMB, representing an increase of around 3% [1] Company Overview - The company was established in February 2004 and is legally represented by Zhang Jizhi [1] - Its business scope includes investment management, investment activities with self-owned funds, domestic trade agency, information technology consulting services, IoT technology research and development, AI application software development, AI hardware sales, and big data services [1] Shareholder Information - The company is jointly held by the Financial Settlement and State-owned Assets Affairs Center of the China (Shanghai) Pilot Free Trade Zone Lingang New Area Management Committee and Shanghai Port City Development (Group) Co., Ltd. [1]
上海临港新片区投资控股集团增资至约210.7亿元
Mei Ri Jing Ji Xin Wen· 2025-11-20 06:19
Core Insights - Shanghai Lingang New Area Investment Holdings (Group) Co., Ltd. has increased its registered capital from approximately 20.49 billion RMB to about 21.07 billion RMB, representing a growth of approximately 3% [1] Company Overview - The company was established in February 2004 and is led by legal representative Zhang Jizhi [1][2] - Its business scope includes investment management, investment activities with self-owned funds, domestic trade agency, information technology consulting services, IoT technology research and development, AI application software development, AI hardware sales, and big data services [1][2] Shareholder Information - The company is jointly held by the Financial Settlement and State-owned Assets Affairs Center of the China (Shanghai) Pilot Free Trade Zone Lingang New Area Management Committee and Shanghai Port City Development (Group) Co., Ltd. [1][4] - The major shareholder, the Financial Settlement and State-owned Assets Affairs Center, holds approximately 85.62% of the shares, while Shanghai Port City Development holds about 14.38% [4]
东湖高新等新设产投基金 出资额5亿元
Core Viewpoint - The establishment of the Xianning Donggao Industrial Investment Fund Partnership (Limited Partnership) with a capital of 500 million yuan indicates a growing interest in venture capital and private equity investments in unlisted companies [1] Group 1: Company Formation - The Xianning Donggao Industrial Investment Fund Partnership has been recently established with a total investment amount of 500 million yuan [1] - The fund's operational scope includes venture capital specifically limited to investments in unlisted enterprises [1] - The fund will engage in activities such as private equity investment, investment management, and asset management [1] Group 2: Investors - The fund is co-funded by Donghu Gaoxin and other partners, highlighting collaboration among various investors [1]
成都未来产业天使投资基金成立,出资额50亿元
Sou Hu Cai Jing· 2025-09-19 03:53
Group 1 - Chengdu Future Industry Angel Investment Fund Partnership Enterprise (Limited Partnership) has been established with a total investment of 5 billion yuan [1][2] - The fund's business scope includes private equity investment, investment management, and asset management activities [1][2] - The partnership is jointly held by Chengdu Industrial Investment Group Co., Ltd. and Chengdu Technology Transfer Venture Capital Co., Ltd. [1][2] Group 2 - The fund is registered in the Sichuan Province, specifically in Chengdu's Tianfu New Area [2] - The fund's operational period is from September 18, 2025, to September 17, 2043 [2] - Chengdu Industrial Investment Group holds a 99.98% stake in the partnership, while Chengdu Technology Transfer Venture Capital holds a 0.02% stake [2]
金涌投资:2025年中期净利润2934.1万港元 同比下降38.48%
Sou Hu Cai Jing· 2025-09-18 10:46
Core Viewpoint - The company operates primarily in investment management, with two main divisions: investment management services and strategic direct investments, focusing on self-investment in financial markets [8]. Financial Performance - The company reported a significant year-on-year revenue growth of 218.91% in 2022, followed by a decline of 46.68% in 2023 [11]. - The average return on equity for the first half of 2025 was 2.99%, a decrease of 2.86 percentage points compared to the same period last year [22]. Revenue and Profit Trends - The company's revenue and net profit showed fluctuations, with a notable increase in revenue in 2022, but a sharp decline in 2023 [11][12]. - The half-yearly revenue composition for 2025 indicates a diverse income stream, although specific figures are not detailed [16]. Asset and Liability Changes - As of the first half of 2025, long-term equity investments increased by 16.31%, while trading financial assets decreased by 4.41% [27]. - Other payables (including interest and dividends) saw a significant reduction of 65.78%, while tax payables increased by 32.54% [30]. Liquidity and Solvency - The company's current ratio stood at 10.39 in the first half of 2025, indicating strong liquidity [34]. - The asset-liability ratio has shown a decreasing trend, with the company maintaining a lower ratio compared to industry averages [32].