新经济基础设施

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刚刚,中东万亿主权基金投资普洛斯15亿美元
投中网· 2025-08-29 02:35
将投中网设为"星标⭐",第一时间收获最新推送 这一次,双方展开了新的合作模式。 作者丨 簪竹 来源丨 投中网 当中东主权资本"一哥"以巨资携手头部新经济资管平台开启下一个征程,这家深耕中国的机构凭什么胜出? 投中网近日获悉,基础设施投资与管理机构普洛斯集团宣布,获得阿布扎比投资局(以下简称 "ADIA" )全资子公司的 15 亿美元(约合人民币 108 亿元)投资,首期部署 5 亿美元。 普洛斯集团( GLP Pte Ltd )是全球领先的产业服务与投资公司,专注于供应链、大数据及新能源领域新型基础 设施投资。 此前,无论是在国际或国内,普洛斯集团已经与 ADIA 有过多次合作。国际市场,比如 2021 年 8 月,普洛斯宣布完成巴西开发基金 II 的募集,规模 达 5.3 亿美元,由 ADIA 与加拿大养老金委员会( CPPI )共同注资。中国市场, ADIA 投资于普洛斯多支旗舰级物流基金,对普洛斯团队如何从无 到有建立起规模领先的物流基础设施网络十分了解,也是通过投资普洛斯的基金,得以分享过去二十年中国新经济,尤其是物流供应链飞速发展的红 利。 需要注意的是, 这次 ADIA 的 15 亿美元投资,并不 ...
中东财团,投了普洛斯100亿
Sou Hu Cai Jing· 2025-08-28 10:08
风向标一幕浮现。 投资界获悉,普洛斯集团(GLP Pte Ltd,简称"普洛斯")正式宣布,获得阿布扎比投资局(ADIA)15亿美元(超100亿元人民币)的战略投资,支持普洛斯 集团业务下一阶段增长。 被誉为"中国版KKR",普洛斯已成为全球基础设施江湖一股不容忽视的力量。自2013年设立首支中国物流基金以来,普洛斯在华资产管理规模约为790亿美 元,持续深耕供应链、大数据及新能源三大核心领域,逐步构筑起一个庞大且多元的新经济基础设施生态体系。 作为普洛斯旗下多支策略基金的LP,阿布扎比投资局早已与普洛斯结下深厚渊源。这一次,这家中东万亿豪门正式升级为普洛斯集团战投,翻开深度合作 的新一页。如此一幕,堪称外资看多中国资产的生动写照。 100亿,中东财团入股普洛斯 中国创投圈对阿布扎比投资局并不陌生。 成立于1976年,阿布扎比投资局ADIA是代表阿布扎比政府进行审慎投资,专注于创造长期价值的全球性多元化投资机构。资产规模超1万亿美元,ADIA曾 于2021年在北京设立办事处。 说起来,ADIA与普洛斯并非新相识前者多年来投资了普洛斯多支旗舰级中国物流基金,2021年出资普洛斯旗下巴西开发基金II。通过与普洛斯 ...
中东财团,投了普洛斯100亿
投资界· 2025-08-28 09:48
解码联手背后。 风向标一幕浮现。 作者 I 周佳丽 报道 I 投资界PEdaily 投资界获悉,普洛斯集团(GLP Pt e Lt d,简称"普洛斯")正式宣布,获得阿布扎比投资局(ADIA)1 5亿美元(超1 0 0亿元人民币) 的战略投资,支持普洛斯集团业务下一阶段增长。 被誉为"中国版KKR",普洛斯已成为全球基础设施江湖一股不容忽视的力量。自2 0 1 3年设立首支中国物流基金以来,普洛斯在华资产 管理规模约为7 9 0亿美元,持续深耕供应链、大数据及新能源三大核心领域,逐步构筑起一个庞大且多元的新经济基础设施生态体系。 作为普洛斯旗下多支策略基金的LP,阿布扎比投资局早已与普洛斯结下深厚渊源。 这一次,这家中东万亿豪门正式升级为普洛斯集团 战投,翻开深度合作的新一页。 如此一幕,堪称外资看多中国资产的生动写照。 100亿,中东财团入股普洛斯 中国创投圈对阿布扎比投资局并不陌生。 成立于1 9 7 6年,阿布扎比投资局ADIA是代表阿布扎比政府进行审慎投资,专注于创造长期价值的全球性多元化投资机构。资产规模超 1万亿美元,ADIA曾于20 2 1年在北京设立办事处。 说起来,ADIA与普洛斯并非新相识 ...
超370亿!全球另类资管标杆性交易完成
华尔街见闻· 2025-03-04 04:15
Core Viewpoint - The completion of the merger between GCP International and Ares Management Corporation for a total transaction value of $5.2 billion highlights the ongoing interest in new economic asset investments globally, showcasing Prologis' mature capital operation model [1][2]. Group 1: Prologis' Capital Operation Model - Prologis is known for its keen market insight and efficient execution, achieving a core operating EBITDA of $2 billion over the past 12 months, with the recent transaction reflecting a PE ratio of nearly 30 times [2]. - The successful transaction is part of Prologis' strategy of "incubation-operation-monetization," which has established a high-efficiency capital appreciation model [2][3]. - Prologis has a history of significant asset transactions, such as acquiring IndCor for $8 billion in 2014 and later selling it for $18.7 billion, demonstrating its ability to create substantial asset value [2]. Group 2: Financial Impact and Business Focus - Following the merger, Prologis' net leverage ratio decreased from 27% to 24%, enhancing liquidity and allowing for a focus on high-growth areas [3]. - The international fund management business involved in the merger accounts for less than 10% of the group's core operating EBITDA, indicating a strategic shift towards optimizing the balance sheet [3]. Group 3: New Economic Infrastructure Investment Trends - New economic infrastructure remains a hot investment area, with significant transactions such as Blackstone's acquisition of AirTrunk for AUD 23.5 billion and BlackRock's $12.5 billion acquisition of GIP [4]. - Infrastructure assets, including logistics real estate and data centers, are increasingly favored by long-term capital due to their stable cash flows and high growth potential [4]. Group 4: Ares Management's Expansion - Ares Management indicated that the merger would expand its global real estate asset management platform, with expectations of a better fundraising environment by 2025 [5]. - The completion of the merger is expected to initiate fundraising for several private real estate equity funds in Japan, Europe, and the U.S. [5]. Group 5: Prologis' Focus on the Chinese Market - Prologis' international business transaction does not involve its Chinese assets, allowing it to strengthen its capabilities in the Chinese market, focusing on new economic infrastructure development [6]. - The company has a significant presence in China, covering 70 regions and managing over 450 logistics and industrial facilities, with a robust performance in logistics, data centers, and renewable energy [6][9]. Group 6: Logistics and Data Center Growth - The logistics sector is supported by strong macroeconomic and industrial demand, with a projected net absorption of over 12 million square meters in 2024 [7]. - The data center sector is experiencing explosive growth due to increased demand for private AI deployments, supported by favorable government policies in the renewable energy sector [7].