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主权财富基金最新持仓亮相,“中东土豪”各偏爱哪些股?
Xin Lang Cai Jing· 2025-04-22 10:08
作为2024年10月管理资本规模已达到1.7万亿美元的主权财富基金,阿布达比投资局在美国、欧洲、亚洲等地的投资都占有重要地位。截至今年一季度末, 阿布达比投资局最新现身海大集团、无线传媒、紫金矿业、东方锆业4家上市的前十大流通股股东之列,其中,紫金矿业、东方锆业为能源股。 智通财经4月22日讯(记者 沈述红)随着近500家上市公司一季报陆续亮相,目前已有64只个股前十大流通股东中出现QFII身影。在诸多财大气粗的主权财 富基金中,阿布达比投资局、科威特投资局、新加坡政府投资有限公司(以下简称"GIC")持有的部分A股也逐渐浮出水面。 从目前公布的数据看,两大中东"土豪"均看中了能源股,如科威特投资局新进为我国工业自动化和能源电力企业——英威腾第七大流通股股东,阿布达比投 资局现身紫金矿业、东方锆业前十大股东之列。同期,海大集团、无线传媒也被阿布达比投资局持有。 负责管理新加坡外汇储备的主权财富基金——GIC则出现在两家上市公司——柏楚电子、华明装备前十大流通股东名单,但整体看均有所减持。 | | | | | | 全球主权财富基金最新有A持股情况(截至4月22日) | | | | | | --- | --- | ...
这些股获增持!知名外资机构调仓路径曝光
证券时报· 2025-03-11 13:14
Core Viewpoint - The article highlights the recent trend of foreign investment in China's industrial manufacturing sector, indicating a positive outlook for the recovery of Chinese manufacturing and a renewed focus of global capital on the Chinese market [1]. Group 1: Investment Activities - Singapore's Government Investment Corporation (GIC) has increased its stake in Huaming Equipment, holding 18.08 million shares, which is 2.02% of the total share capital [3]. - Barclays and Goldman Sachs have also increased their holdings in Yuexin Health, acquiring 2.25 million shares (0.24%) and 1.97 million shares (0.21%) respectively [5][6]. - Morgan Stanley has increased its stake in Weiman Sealing, holding 370,000 shares, which is 0.31% of the total share capital [8]. Group 2: Company Profiles - Huaming Equipment is the only domestic manufacturer with two complete industrial chain production bases for tap-changer products, holding over 80% of the domestic market share after acquiring its largest competitor in 2019 [3][4]. - Yuexin Health operates in health and wellness services, manufacturing and selling health-related building materials, and leasing investment properties, focusing on digital transformation in healthcare [5][6]. - Weiman Sealing specializes in hydraulic and pneumatic sealing products, with a focus on high-end materials and technology development, aiming for domestic market replacement in the sealing industry [8].
知名外资机构调仓曝光!工业制造潜力个股获青睐
券商中国· 2025-03-11 11:26
Core Viewpoint - The article highlights the recent trend of foreign investment in China's industrial manufacturing sector, indicating a renewed focus on investment opportunities as companies announce share buybacks and foreign institutions increase their holdings in potential stocks [1][2]. Group 1: Foreign Investment Activities - Several prominent foreign institutions have recently increased their stakes in potential stocks within the industrial manufacturing sector, signaling confidence in the recovery of China's manufacturing industry [2]. - The Singapore Government Investment Corporation (GIC) has increased its holdings in Huaming Equipment, while Barclays and Goldman Sachs have raised their stakes in Yueshin Health [2][5]. - Morgan Stanley has also increased its investment in Weiman Sealing, reflecting a broader trend of foreign capital re-engaging with the Chinese market [2][7]. Group 2: Company-Specific Insights - **Huaming Equipment**: GIC now holds 18.08 million shares, representing 2.02% of the total share capital. The company is recognized for its comprehensive production capabilities in transformer tap changers and has a significant market share in China [3][4]. - **Yueshin Health**: Barclays and Goldman Sachs have increased their holdings by 2.25 million shares combined, focusing on health and wellness services, as well as smart healthcare solutions [5][6]. - **Weiman Sealing**: Morgan Stanley holds 370,000 shares, accounting for 0.31% of the total share capital. The company specializes in hydraulic and pneumatic sealing products and is working on high-end material development to enhance its market position [8].