据摩洛哥360网站11月27日报道，第八届非洲投资论坛在摩洛哥首都拉巴特开幕，本届论坛以"弥补差 距：动员私人资本，释放非洲潜力"为主题，旨在应对非洲每年高达1.3万亿美元的巨额发展资金缺口。 自2018年首届论坛召开以来，论坛已累计促成2250亿美元的投资意向，其中已完成融资交割的金额超 320亿美元，有力推动了非洲多国关键项目的落地与实施。 作为非洲投资论坛的常任主办国及非洲第二大投资国，摩洛哥在会议上展示了其以私营部门为核心的战 略发展模式。近年来，摩推动了一系列结构性改革，包括出台新投资法案、建立中小微企业扶持机制、 制定营商环境优化路线图、推广公私合作模式，并全面启动穆罕默德六世投资基金，以撬动更多私营资 本参与发展进程。摩洛哥计划到2035年，将私营部门投资占全国总投资的比例从目前的三分之一提高至 三分之二。 ...

前言 读懂未来 把握红利 上周我和拉斯·特维德做了一场一对一的深度访谈。 访谈的全程将会以直播的形式为大家放出，欢迎预约直播 老朋友应该知道，拉斯是《逃不开的经济周期》《超智能与未来》的作者，也是写了 17 本书、创立过 13 家科技公司、投资做得风生水起的名人，被誉为 欧洲的瑞·达里奥。 2016年，他创立的风险投资基金"北欧之眼"(Nordic Eye)，成为北欧有史以来最赚钱的风险基金之一。 老实讲，这次谈话的收获远远超出我的预期。书里的洞察、模型、理解，他在人身上是"活的"。很多人写未来、讲科技、谈周期，都停在"讲概念"或"想 象"，但他是建立在庞大数据基础设施之上的推断。 为什么我说他看到的未来更可信？因为他不是"瞎想未来"，而是"看见未来"。 这就是震撼我的第一点。 （这是拉斯的书， 如果你还没有看过，我真心推荐你看一看 （ 非常智慧有趣的拉斯 职业生涯关键节点 早期职业经历与入行背景 特维德的职业生涯始于金融投资领域，拥有在投资组合管理和投资银行领域长达11年的从业经历。这段早期的金融从业经历为他奠定了坚实的宏观经济与 市场分析基础，使其对经济周期的运行规律有了深入的理解。随后，在20世纪90年 ...

Core Insights - The rise of blockchain technology is reshaping the transparency of investment transactions by addressing issues of information asymmetry and high trust costs in financial markets [1][3] - Blockchain's decentralized and immutable characteristics provide a solution to the inefficiencies of traditional trading models, which rely on centralized institutions as information intermediaries [1][2] Group 1: Blockchain Characteristics - The distributed ledger feature of blockchain fundamentally changes the way information is stored and verified, ensuring transaction authenticity through a consensus mechanism among multiple nodes [1][2] - The immutability of blockchain ensures that any attempt to alter historical transactions is easily detectable, which is crucial for asset verification and regulatory compliance [2] - Smart contracts automate transaction execution based on predefined conditions, enhancing transparency and reducing human error in financial processes [2] Group 2: Impact on Investment Ecosystem - Blockchain technology is reconstructing the underlying logic of the investment ecosystem by reducing reliance on single institutions and lowering intermediary costs and settlement times [3] - The transparency of blockchain enhances market pricing efficiency, allowing asset prices to reflect true value more quickly [3] - As regulatory frameworks improve and technology continues to evolve, blockchain is expected to transition from a localized innovation to a foundational infrastructure in the investment sector, promoting a more efficient and equitable global capital market [3]

智通财经APP讯，金石资本集团(01160)发布截至2025年9月30日止六个月中期业绩，集团净投资收益 10.6万港元，同比增长171.79%;股东应占亏损281.4万港元，同比收窄8.87%;每股亏损1.19港仙。 ...

Core Viewpoint - The company announced a differentiated profit distribution for the first half of 2025 due to the lack of profit distribution rights for shares in the repurchase account [1] Group 1 - The company plans to distribute a cash dividend of 0.08 yuan per share (including tax) based on the total share capital after deducting the number of shares in the repurchase account as of the record date for the semi-annual equity distribution [1] - The total cash dividend to be distributed amounts to 365 million yuan (including tax), calculated based on data from November 12 [1] - The differentiated dividend distribution is expected to have a minimal impact on the company's stock ex-dividend reference price, approximately 0.01% [1]

Core Viewpoint - The Suzhou-based Dongfang State-owned Capital Investment and Operation Co., Ltd. (referred to as "Dongfang Guozi") has been awarded the "Third National Cup ESG Rural Revitalization Golden Bull Award" at the 2025 Golden Bull Enterprise Sustainable Development Forum, highlighting its commitment to green investment and rural revitalization [1][3]. Group 1: Green Investment and Technology - Dongfang Guozi focuses on green investment, contributing to the high-end upgrade, green transformation, and intelligent development of regional industries [4]. - Since 2008, the company has actively nurtured early-stage technology enterprises in the renewable energy sector, investing in clean energy fields such as wind, solar, and electrochemical energy storage [4]. - The company has achieved a leading position in the hydrogen energy sector, particularly in mainstream hydrogen production technologies (ALK, PEM) [4]. Group 2: Investment Funds and Initiatives - In 2024, Dongfang Guozi initiated Jiangsu Province's first rural revitalization equity investment mother fund, with a scale of 2 billion, aimed at directing financial resources to key areas and weak links in rural revitalization [4]. - The company established the first cross-provincial fiscal and tax sharing fund in the country, with a scale of 500 million, focusing on green low-carbon and technological innovation [4]. Group 3: Financial Ecosystem and Innovation - Dongfang Guozi is promoting the creation of a provincial-level green financial innovation reform pilot zone in Wujiang, attracting over 540 financial investment institutions with nearly 300 billion in fund scale [5]. - The company is guiding financial capital to support core industries such as new energy and artificial intelligence, facilitating the introduction of over 10 new energy projects in the Jiangsu Yangtze River Delta Intelligent Innovation Technology Park [5]. - Dongfang Guozi is committed to ecological priority and green development, aiming to lead the green future through innovative green investments [5].

Core Viewpoint - The company plans to acquire 100% equity of Guodian Power Nuclear Co., Ltd. through asset swap and share issuance, while divesting 100% equity of State Power Investment Group Capital Holdings Co., Ltd. and raising matching funds [1] Group 1 - The transaction is subject to review by the Shenzhen Stock Exchange's listing review center, with the specific meeting time to be announced later [1]

Core Viewpoint - The Guangdong Provincial Government has issued a plan to support enterprises in integrating and merging within their industrial chains, emphasizing the establishment of a comprehensive investment system involving various types of funds [1] Group 1: Government Initiatives - The plan includes the formation of a provincial government investment guiding fund system to promote the establishment of merger funds [1] - It encourages social capital to actively participate in the investment process, creating a full-chain investment system that includes angel investment, venture capital, private equity investment, merger funds, and S funds [1] Group 2: Focus Areas - The initiative aims to support enterprises in integrating and merging around key links of their industrial chains, particularly in critical areas such as chip manufacturing, industrial software, and high-end medical devices [1] - The goal is to enhance the self-controllable capabilities of key core technologies within the industrial chain [1] Group 3: Financial Innovations - The plan promotes the innovation of supply chain financial products and service models, aiming to strengthen the integration of the capital chain with the industrial chain [1] - It encourages cities like Guangzhou, Shenzhen, and Foshan to establish merger funds and industrial chain funds to facilitate integration and mergers [1]

Core Insights - The launch of the Sci-Tech Innovation Bonds (科创债) on May 7 has significantly stimulated market activity, with over 530 billion yuan issued to 276 companies by November 21 [1] - The participation of private enterprises in the issuance of these bonds has notably increased, indicating a trend towards greater financing vitality in the market [1] - Future development of Sci-Tech Innovation Bonds is expected to focus on three main areas: increased issuance by private enterprises, improved risk-sharing mechanisms, and a broader range of investor types [1][6][7] Group 1: Market Activity and Participation - As of November 21, 2023, 276 enterprises have issued over 530 billion yuan in Sci-Tech Innovation Bonds, with 230 being technology companies and 46 equity investment institutions [1] - Private enterprises have shown a significant increase in participation, with 55 private companies issuing 107.4 billion yuan in bonds, accounting for 20% of the total issuance in the interbank market [1] - Five private equity investment institutions have successfully issued 1.35 billion yuan in bonds, leveraging the risk-sharing tools created by the People's Bank of China [1][2] Group 2: Impact on Investment and Financing - The issuance of Sci-Tech Innovation Bonds has accelerated the capital allocation to specific technology enterprises, exemplified by the 26.17 billion yuan signed by Zhongke Chuangxing, which has invested in 36 "hard technology" companies [2] - The bonds are seen as a crucial tool for expanding financing channels, reducing costs, and enhancing the asset diversity in the bond market, thereby addressing the financing challenges faced by technology enterprises [3] - The introduction of risk-sharing tools has broadened the scope and depth of their application, facilitating more private equity institutions to access financing through the interbank bond market [4] Group 3: Future Trends and Developments - The market for Sci-Tech Innovation Bonds is expected to expand its issuance base, with a potential increase in private enterprise participation supported by policy measures [6] - There is an anticipated improvement in risk-sharing mechanisms, encouraging local governments to provide interest subsidies and guarantees [6] - The diversification of investor types and enhancement of product liquidity are expected to further invigorate market activity [7]

点击图片查看高清大图 | 原因 | 机构名称 | 网号 | 机构名称 | | --- | --- | --- | --- | | 1 | 中国互联网投资基金 | 55 | 广州高新区投资集团有限公司 | | 2 | 中国国际金融股份建议公司 | રેણ | L. H等解记的集团组团公司 | | 3 | 中国中证投资有限公司 | 57 | 广州开发区产业基金投资集团有限公司 | | 4 | 中交(北京)文化产业投资有限公司 | ਵਿੱਚ | 广州纳米私募基金管理有限公司 | | 5 | 图投创业投资管理有限公司 | ਦਰੇ | 广州南沙科金控股集团有限公司 | | 6 | 中国青年创业投资集团 | 60 | 广州南粤基金集团有限公司 | | 7 | 香港文联投资集团有限公司 | 61 | 广州盛天创新投资有限公司 | | 8 | 澳门赢金会 | 62 | 广州市海珠散字经济创业投资管理有限公司 | | 9 | 看港文化创意产业发展基金会 | 63 | 广州市新兴产业发展基金管理有限公司 | | 10 | 看港天使投资基金会 | ਦੇ ਦੇ | 广州海汇投资管理有限公司 | | 11 | 戈壁创投 | દર્સ ...