物流与供应链

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普洛斯携手ADIA:15亿美元战投落槌,新经济赛道的“资管机遇”
Di Yi Cai Jing Zi Xun· 2025-09-05 03:33
ADIA此次从普洛斯旗下多支基金的有限合伙人(LP)升级为集团战略投资者,释放出一个信号:在全 球产业格局重构的背景下,中国新经济基础设施正成为国际长期资本的"必选项"。普洛斯方面表示,这 轮投资将带来更强大的资金实力与战略认同,主要用于加速新经济业务发展,包括物流仓储及制造研发 基础设施、智慧冷链、算力中心及新能源等业务。 外资加码中国新经济 外资的动向,常常被视作市场信心的风向标。业内人士普遍认为,此次主权财富基金加码普洛斯,是中 国新经济产业获得的一次"国际背书"。 一位长期跟踪物流与供应链行业的基金经理向记者分析:"国际主权财富基金选择加码普洛斯及中国新 经济,并非偶然。中国市场的长期潜力仍在,消费提振带动内需持续走强。" 值得关注的是,普洛斯与ADIA旗下机构在基金层面已成功合作多年。ADIA不仅参与多支中国物流基 金,更在全球市场与普洛斯有过成功合作案例。这种长期观察形成的认知,使得ADIA能够超越资产层 面,真正认可普洛斯团队"从项目规划、开发建设到运营增值"的全链条能力。这解释了为何此次合作能 在过往基金投资的基础上,升级为集团层面的战略协同——国际资本看中的不仅是现有资产包,更是持 续孵化优 ...
攀“高”不止步向“新”再出发
Guang Zhou Ri Bao· 2025-05-21 21:10
Core Points - The emphasis on strengthening the real economy as a foundation for high-quality development, led by technological innovation and tailored development of new productive forces [1][2] - The establishment of a modern industrial system is crucial for the modernization of the economy and the nation, with a focus on traditional industry transformation and the development of emerging industries [2][3] Group 1: Modern Industrial System - Guangzhou has proposed the "12218" modern industrial system to enhance key industry development, aligning with national strategies and local requirements [2][3] - The city aims to develop 15 strategic industrial clusters, including intelligent connected vehicles, biomedicine, and artificial intelligence, while also focusing on future industries such as embodied intelligence and quantum technology [3][4] Group 2: Key Industry Developments - The automotive industry in Guangzhou is set to produce over 3.2 million vehicles by 2027, with a significant focus on new energy vehicles [8] - The biomedicine sector is expected to reach a scale of 400 billion yuan by 2030, with major advancements in innovative drugs and core biomedicine infrastructure [10] - The green petrochemical and new materials industry aims for an output value exceeding 400 billion yuan by 2024, positioning itself as a key pillar for high-quality development [11] Group 3: Modern Service Industries - The financial sector in Guangzhou is projected to achieve an added value of 304.9 billion yuan in 2024, becoming a major pillar of the city's economy [29] - The technology service industry is expected to enhance its capabilities, with significant investments in basic research and talent development [30] - The modern commerce sector is set to undergo transformation, with a focus on integrating traditional and emerging consumption patterns [32] Group 4: Future Industries - The semiconductor and integrated circuit industry is experiencing rapid growth, with a projected increase in output value and production capacity [16] - The renewable energy and new storage sectors are being bolstered by national innovation centers and significant infrastructure developments [17] - The low-altitude economy is expanding, with a target market size of 30 billion yuan by 2027, reflecting the city's strategic positioning in this emerging field [18]