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当好耐心资本“国家队” 国投集团以基金投资践行国有资本功能使命
Zheng Quan Ri Bao Wang· 2025-05-22 10:45
本报讯 (记者苏诗钰)近日,国家开发投资集团有限公司(以下简称国投集团)最新数据显示,截至 2025年3月,国投系基金累计投资1175个项目,助力296家企业登陆资本市场,其中科创板上市143家, 突破323项关键核心技术,培育319家国家级"小巨人"企业。 "国投集团以基金投资践行国有资本功能使命的高质量发展路径,在服务国家战略、构建现代产业体 系、培育战略性新兴产业等方面彰显了国有资本的独特价值。"国投集团党组成员、总会计师柴艳丽 说。 国投集团作为央企,在不少明星企业的成长过程中都发挥着不容忽视的作用。截至目前,旗下在管基金 共50只,基金管理规模超过2700亿元,其中国家级政府投资基金有11只,规模超过2300亿元,占比 84%。 此外,国投系基金围绕国家重大专项,278亿元重仓集成电路全产业链,从芯片设计、芯片制造、芯片 封装到下游应用,累计投资拓荆科技、中微公司、寒武纪、粤芯半导体等336个项目,助力突破"卡脖 子"技术,加速国产替代进程。 今年年初,国务院办公厅印发《关于促进政府投资基金高质量发展的指导意见》(以下简称《指导意 见》),《指导意见》提出7方面25条措施,旨在构建更加科学高效的政府 ...
上市30年,连亏22年的“保壳专业户”终于退市!*ST恒立临死拉个垫背的,火速起诉会所装无辜
市值风云· 2025-05-21 10:36
Core Viewpoint - The article discusses the peculiar case of *ST Hengli, which is facing delisting due to failure to disclose its annual report on time, and highlights the company's attempts to blame its auditing firm for the situation [3][5][14]. Group 1: Company Background and Financial Issues - *ST Hengli received a delisting notice from the Shenzhen Stock Exchange due to not disclosing over half of its board's assurances regarding the accuracy of its 2024 annual report by the legal deadline [5][6]. - The company has been under "ST" and "*ST" designations due to continuous financial losses, with a cumulative loss of 670 million yuan since 2003 [31][34]. - In 2024, *ST Hengli projected a revenue of 300 million to 350 million yuan, a significant increase from 111.47 million yuan in the previous year, but still expected a net loss of 33 million to 43 million yuan [8][30]. Group 2: Auditing and Reporting Issues - The company changed its auditing firm to Xutai CPA shortly before the annual report deadline, which raised concerns about the adequacy of the audit process [10][20]. - There were significant discrepancies between the company's performance forecasts and the audit results, leading to a failure to submit the annual report on time [11][12]. - After receiving the delisting notice, *ST Hengli filed a lawsuit against Xutai CPA, claiming damages of 38.27 million yuan, which corresponds to the market value loss on the day of the notice [14][38]. Group 3: Market Reaction and Implications - Following the delisting notice, *ST Hengli's stock price dropped by 4.81%, leading to three consecutive trading halts [38][42]. - The article suggests that retail investors, who are often the last to bear the financial consequences, are the biggest losers in this situation [38][42].
贵金属早报-20250514
Yong An Qi Huo· 2025-05-14 11:53
Price Performance - London Gold price is 3235.40 with no change [4] - London Silver price is 32.02 with no change [4] - London Platinum price is 983.00, down 4.00 [4] - London Palladium price is 962.00, down 17.00 [4] - WTI Crude Oil price is 61.95 with no change [4] - LME Copper price is 9565.00, up 27.00 [4] - US Dollar Index is 101.81 with no change [4] - Euro to US Dollar is 1.11 with no change [4] - British Pound to US Dollar is 1.32 with no change [4] - US Dollar to Japanese Yen is 148.47 with no change [4] - US 10 - year TIPS is 2.16 with no change [4] Trading Data - COMEX Silver inventory is 15698.53 with no change [4] - SHFE Silver inventory is 932.18, up 7.23 [4] - Gold ETF持仓 is 936.51, down 2.58 [4] - Silver ETF持仓 is 13999.75, down 29.70 [4] - SGE Silver inventory is 1626.48 with no change [4] - SGE Gold deferred fee payment direction is 2 with no change [4] - SGE Silver deferred fee payment direction is 1, down 1.00 [4]
上海国投公司总裁:已搭建“六大母基金”为主干的矩阵
Di Yi Cai Jing· 2025-05-10 09:53
Core Insights - Shanghai Guotou Company has invested in over 2,800 enterprises, including more than 100 listed companies, with over 90% of investments focused on integrated circuits, biomedicine, and artificial intelligence [1][4]. Group 1: Investment Strategy - The company has established a fund matrix consisting of six main funds, including the mother fund for three leading industries, future industry fund, state-owned mother fund, and entrepreneurial guidance fund [4]. - The main funds have a duration of 12-15 years to align with the long development cycles of hard technology [4]. - Sub-funds focus on early-stage startups and specific sectors, while the future industry fund emphasizes cutting-edge, cross-disciplinary, and disruptive innovations [4][5]. Group 2: Sector Focus - In the integrated circuit sector, the company focuses on process manufacturing, chip design, and core supporting upgrades to ensure a self-controlled industrial chain [5]. - In biomedicine, the focus is on innovative drugs, devices, and upstream supply chains, with the establishment of acquisition funds to integrate resources for leading enterprises [5]. - In artificial intelligence, the emphasis is on AI chips, general and vertical models, high-quality data, embodied intelligence, edge AI, and autonomous driving [5]. Group 3: Talent and Innovation Support - The company is enhancing collaborative networks to capture "innovation signals" and improve talent-driven transformation mechanisms [5][6]. - Partnerships with key universities, research institutions, and high-quality incubators are being developed to facilitate the transition from laboratory research to practical applications [5]. - A professional platform for innovation empowerment has been established, providing a comprehensive service system to address challenges faced by young talents in entrepreneurship [6].
贵金属早报-20250506
Yong An Qi Huo· 2025-05-06 11:13
Group 1: Price Performance - London Gold latest price is 3302.05, change is -3.00 [1] - London Silver latest price is 32.23, change is -1.00 [1] - London Platinum latest price is 987.00, change is -3.00 [1] - London Palladium latest price is 946.00, change is -9.00 [1] - WTI Crude latest price is 58.21, change is -2.21 [1] - LME Copper latest price is 9340.00, change is -57.50 [1] - US Dollar Index latest is 99.64, change is 0.43 [1] - Euro to US Dollar latest is 1.13, change is -0.01 [1] - British Pound to US Dollar latest is 1.33, change is -0.01 [1] - US Dollar to Japanese Yen latest is 143.06, change is 0.67 [1] - US 10 - year TIPS latest is 1.94, change is -0.02 [1] Group 2: Trading Data - COMEX Silver inventory latest is 15578.99, change is 55.29 [1] - SHFE Silver inventory latest is 959.69, change is 28.37 [1] - Gold ETF持仓 latest is 944.26, change is -2.87 [1] - Silver ETF持仓 latest is 14151.21, change is 21.21 [1] - SGE Silver inventory latest is 1682.93, change is 0.00 [1] - SGE Gold deferred fee payment direction latest is 2, change is 1.00 [1] - SGE Silver deferred fee payment direction latest is 1, change is 0.00 [1]
北京300亿母基金签约
投资界· 2024-12-25 08:24
以下文章来源于解码LP ,作者吴琼 解码LP . 投资界(PEdaily.cn)旗下,专注募资动态 央企云集。 作者 I 吴琼 报道 I 投资界-解码LP 投资界-解码LP获悉,近日,中国诚通、中国石化、中国航油、北京市海淀区政府共同签 署合作框架协议,诚通科创投资基金正式签约。 说起诚通,一级市场并不陌生。作为中央企业国有资本运营公司,中国诚通已经构建了 基金投资、股权管理、资产管理、金融服务及战略性新兴产业培育孵化的" 4+1"平台布 局,至今基金投资板块规模超650 0亿元。 此次成立新基金,无疑是央企响应政策号召,发力早期科创投资的一幕。 巨无霸联手 300亿投资基金落地 具体来看,诚通科创投资基金总规模3 00亿元,首期规模不低于100亿元。基金将按照投 早、投小、投长期、投硬科技要求,充分发挥母子基金放大投资功能,加强对行业科技 领军企业、专精特新企业、科技成果转化项目和央企产业链上下游科技企业的投资力 度,扎实推进科技创新和产业创新深度融合。 投资方向上,诚通科创投资基金将着重关注新材料、新一代信息技术、先进制造、绿色 低碳等战略性新兴产业。 不过,关于新基金具体的股权架构尚未公布。但从基金名称 ...