另一方面，未来产业占据先发优势，人工智能产业集聚企业500余家、产业规模超600亿元，创新打造"模数世界"人工智能新质产业社区，建设京内最大单体 算力中心、规划算力超3万P；机器人产业集聚企业近200家、产业规模超百亿元，打响机器人"半马"的全球第一枪，实施万台机器人创新应用计划；商业航 天产业集聚企业170余家、产业规模超300亿元，区内商业火箭企业集聚度达到全国75%。 王磊透露，作为北京建设国际科技创新中心的主平台，北京经开区充分发挥创新策源地和产业承载区的双轮驱动优势，推动科技创新与产业创新深度融合。 具体来说，创新型企业集群不断壮大。现已初步形成"单项冠军—隐形冠军—小巨人—专精特新—创新型中小企业"以及"独角兽"、高新技术企业、科技型中 小企业等创新梯队"雁阵式"发展格局，拥有国家高新技术企业2386家，北京市专精特新中小企业1084家，国家级专精特新"小巨人"企业155家，全市占比 15%，独角兽企业19家。 王磊表示，未来将以培育发展新质生产力为主线，以产业焕新、城市更新、机制创新为抓手，加快打造新质生产力典范区、国际一流高端产业综合新城。 来源：上海证券报·中国证券网 上证报中国证券网讯（记 ...

中东主权财富基金战略投资加持，普洛斯新经济业务或将再提速。 近日，一则重磅投资消息引发资管圈广泛关注：普洛斯集团（GLP Pt e Lt d）宣布获得阿 布扎比投资局（"ADIA"）全资子公司1 5亿美元投资。 ADIA多年来是普洛斯投资于多个市场多支不同策略基金的LP，此次升级为普洛斯集团战 略投资人，双方合作关系迈入新阶段。ADIA是中东最大的主权财富基金之一，管理的资 产规模已超过1万亿美元，位居全球主权财富基金前五。 作为一家专注于供应链、大数据及新能源领域新型基础设施的产业服务与投资公司，普洛 斯近年来"重仓"新经济领域，致力于在物流供应链、数字新基建以及新能源领域打造差异 化、规模化的业务平台。 此次获投1 5亿美元，既是对普洛斯过往业绩和业务模式的认可，也是普洛斯开启新经济领 域进一步扩张的重要一步。 15亿美元战略注资 此次普洛斯集团获投的1 5亿美元投资，首期部署5亿美元。 对普洛斯而言，此次投资也意 味着其将迎来财务实力增加、业务发展提速的新阶段。 普洛斯联合创始人、首席执行官梅志明表示，"普洛斯专注的新经济领域正迎来长期扩张， 其中蕴含着巨大的市场机遇，此轮投资带来更强大的资金实力与战略 ...

中东主权财富基金战略投资加持，普洛斯新经济业务或将再提速。 近日，一则重磅投资消息引发资管圈广泛关注：普洛斯集团（GLP Pte Ltd）宣布获得阿布扎比投资局 （"ADIA"）全资子公司15亿美元投资。 ADIA多年来是普洛斯投资于多个市场多支不同策略基金的LP，此次升级为普洛斯集团战略投资人，双 方合作关系迈入新阶段。ADIA是中东最大的主权财富基金之一，管理的资产规模已超过1万亿美元，位 居全球主权财富基金前五。 作为一家专注于供应链、大数据及新能源领域新型基础设施的产业服务与投资公司，普洛斯近年来"重 仓"新经济领域，致力于在物流供应链、数字新基建以及新能源领域打造差异化、规模化的业务平台。 此次获投15亿美元，既是对普洛斯过往业绩和业务模式的认可，也是普洛斯开启新经济领域进一步扩张 的重要一步。 15亿美元战略注资 此次普洛斯集团获投的15亿美元投资，首期部署5亿美元。对普洛斯而言，此次投资也意味着其将迎来 财务实力增加、业务发展提速的新阶段。 普洛斯联合创始人、首席执行官梅志明表示，"普洛斯专注的新经济领域正迎来长期扩张，其中蕴含着 巨大的市场机遇，此轮投资带来更强大的资金实力与战略认同，将有助于 ...

作为一家专注于供应链、大数据及新能源领域新型基础设施的产业服务与投资公司，普洛 斯近年来"重仓"新经济领域，致力于在物流供应链、数字新基建以及新能源领域打造差异 化、规模化的业务平台。 此次获投1 5亿美元，既是对普洛斯过往业绩和业务模式的认可，也是普洛斯开启新经济领 域进一步扩张的重要一步。 15亿美元战略注资 此次普洛斯集团获投的1 5亿美元投资，首期部署5亿美元。 对普洛斯而言，此次投资也意 味着其将迎来财务实力增加、业务发展提速的新阶段。 中东主权财富基金战略投资加持，普洛斯新经济业务或将再提速。 近日，一则重磅投资消息引发资管圈广泛关注：普洛斯集团（GLP Pt e Lt d）宣布获得阿 布扎比投资局（"ADIA"）全资子公司1 5亿美元投资。 ADIA多年来是普洛斯投资于多个市场多支不同策略基金的LP，此次升级为普洛斯集团战 略投资人，双方合作关系迈入新阶段。ADIA是中东最大的主权财富基金之一，管理的资 产规模已超过1万亿美元，位居全球主权财富基金前五。 普洛斯联合创始人、首席执行官梅志明表示，"普洛斯专注的新经济领域正迎来长期扩张， 其中蕴含着巨大的市场机遇，此轮投资带来更强大的资金实力与战略 ...

Core Viewpoint - The strategic direction of leading e-commerce and logistics companies is creating new growth opportunities for infrastructure service providers, as evidenced by Prologis China's recent financial performance and significant investments from major capital sources [1][2][3]. Financial Performance - Prologis China reported a total revenue of 4.224 billion yuan for the first half of 2025, representing a year-on-year growth of 10% - The company's operating EBITDA reached 2.027 billion yuan, with a year-on-year increase of over 20% [1]. Strategic Investments - Prologis announced a strategic investment of 1.5 billion USD (approximately 10.7 billion yuan) from the Abu Dhabi Investment Authority (ADIA), with an initial deployment of 500 million USD [2]. - The company also received a 2.5 billion yuan investment from Quzhou Industrial Holding Group, a state-owned enterprise [2]. Focus Areas - Prologis plans to continue focusing on logistics and manufacturing R&D facilities, data centers, and new energy infrastructure investments, while also enhancing its fund management business [2][5]. - The new economic sectors, including logistics supply chains, digital infrastructure, and new energy, are becoming key investment areas both in China and internationally [2]. Market Trends - The demand for logistics infrastructure is increasing due to the evolution of retail formats, such as hard discounts and community group buying, which require more efficient supply chain models [4]. - Prologis has signed new leases covering over 7.8 million square meters in logistics, high-end manufacturing, and R&D facilities in the second quarter of this year [4]. Growth in New Economy Sectors - Prologis's smart cold chain subsidiary, ProCold, has expanded its services, including partnerships with major retail chains for fresh food distribution [4]. - The company's intelligent computing business saw a revenue increase of over 48% year-on-year [5]. Investment Strategy - ADIA's investment in Prologis reflects a strategic interest in China's new infrastructure and new energy sectors, aligning with its investment strategy [5]. - Prologis has invested approximately 16.5 billion yuan in over 110 companies through its private equity arm, Yinshi Capital, focusing on modern logistics services and technology [5]. Future Outlook - Prologis is considering an initial public offering (IPO) in Hong Kong, potentially as early as 2025, following the recent strategic investments [6]. - The company operates over 450 logistics and manufacturing facilities in 70 markets across China, with an asset management scale of approximately 79 billion USD [6]. REIT Performance - The China International Capital Prologis REIT reported a revenue of approximately 216 million yuan in the first half of the year, with a distributable amount of about 167 million yuan [7]. - The REIT has completed 12 distributions since its listing, totaling over 1.2 billion yuan, with a historical annual distribution ratio close to 100% [7]. International Investment Confidence - The investment from ADIA signifies international investors' confidence in China's long-term economic prospects and the attractiveness of its new economy sectors [8].

Core Insights - GLP has secured a significant investment of $1.5 billion from the Abu Dhabi Investment Authority (ADIA), marking a major development in the primary market [1][2] - This partnership signifies a deepened collaboration between ADIA and GLP, transitioning from a limited partner (LP) to a strategic investor, reflecting mutual strategic alignment for future growth [1][2] Investment Details - The initial deployment of $500 million from ADIA will enhance GLP's financial strength and accelerate its growth in new economic sectors [6][12] - ADIA's investment is part of its broader strategy to expand in the new economy sector, which aligns with GLP's focus on logistics, digital infrastructure, and renewable energy [2][6] Company Background - GLP has been operating in China since 2003, expanding its logistics and infrastructure services across 450 sites in 70 regions [2][6] - The company has established a robust operational team of over 500 professionals and manages assets totaling $80 billion [6][11] Market Position and Strategy - GLP's unique business model combines capital investment with asset operation, linking industry needs with funding sources to create sustainable returns for investors [5][6] - The company has developed a strong presence in logistics, digital infrastructure, and renewable energy, with significant investments in power generation and energy management [7][11] Economic Context - The investment comes at a time when China's economy is projected to grow steadily, with a GDP increase of 5.3% year-on-year [11][12] - ADIA's involvement is seen as a strong endorsement of China's market potential, reflecting a trend of increasing foreign capital inflow [11][12]

从资本运作与分红的协同来看，润泽科技上半年在盘活资产、优化融资结构的同时，仍构建起可持续 的股东回报体系。8月8日南方润泽科技数据中心REIT成功上市，募集资金45亿元，既盘活了京津冀 区域成熟数据中心的存量资产，又通过资产证券化优化了公司各项财务指标，为后续利润增长与分红 储备了空间。 2025年上半年，公司廊坊、平湖、佛山、惠州园区各新增交付1栋算力中心，合计新增交付算力中 心约220MW，交付规模处较高水平。截至报告期末，公司累计交付18栋算力中心，成熟的算力中心 上架率超过90%。此外，报告期内，公司能耗指标进一步增长，较2024年末增长约30%。 在资本市场对"高股息、稳回报"标的愈发青睐的背景下，润泽科技2025年半年报以持续稳定的分红 方案，凸显公司对股东回报的重视与长期经营的底气。报告显示，公司拟以实施权益分派股权登记日 的总股本扣除回购专用账户中已回购股份为基数，向全体股东每10股派发现金红利3.995元（含 税），预计分红总额达6.52亿元（含税）。 从分红能力的支撑来看，润泽科技上半年稳健的经营表现为分红方案提供了坚实基础。半年报数据显 示，公司实现营业收入24.96亿元，归属于上市公司 ...

8月28日，润泽科技（300442）2025年半年度报告显示，2025上半年公司实现营业收入24.96亿元，同比 增长15.31%；归属于上市公司股东的净利润8.82亿元，同比下降8.73%。经营活动产生的现金流量净额 22.62亿元，同比增长1501.56%。 IDC业务方面，2025年上半年，润泽科技高效完成规模交付并迅速上架，整体交付上架周期有效缩短。 公司廊坊、平湖、佛山、惠州园区各新增交付1栋算力中心，合计新增交付约220MW算力中心，交付规 模达历史较高水平。截至报告期末，公司累计交付18栋算力中心，成熟的算力中心上架率超过90%。 液冷方面，2025年度公司交付上架的液冷机柜规模进一步扩张。公司持续提高绿电消纳能力，2025年上 半年已完成绿电交易总量近5.3亿千瓦时，全力实现"绿色实践促进低碳发展"的战略目标。 在AIDC业务方面，2023年起，公司通过"引流策略"吸引头部AI客户入驻，2025年该策略阶段性目标达 成，业务重心从"客户拓展"升级为"高质量运营"，收入结构从早期一次性"引流"业务为主升级为"稳盈 利、长合作、强粘性"智算服务为主，盈利能力与稳定性显著提升。此外，公司成功交付完成 ...

Core Viewpoint - The company, Runze Technology, emphasizes shareholder returns through a stable dividend plan in its 2025 semi-annual report, reflecting its confidence in long-term operations and aligning with market preferences for high-dividend, stable-return stocks [1] Financial Performance - Runze Technology plans to distribute a cash dividend of 3.995 yuan (including tax) for every 10 shares, with a total expected payout of 652 million yuan (including tax) [1] - The company reported a revenue of 2.496 billion yuan and a net profit attributable to shareholders of 882 million yuan for the first half of 2025 [1] - Operating cash flow significantly improved, reaching a net cash flow from operating activities of 2.262 billion yuan, a year-on-year increase of 1501.56%, providing strong cash support for the dividend plan [1] Policy Alignment - The dividend plan aligns with recent regulatory guidance encouraging listed companies to enhance shareholder returns, as highlighted by the China Securities Regulatory Commission's chairman [1] - The joint announcement by seven ministries on August 5 supports profitable and dividend-paying tech enterprises, positioning Runze Technology favorably for future financing and resource acquisition [2] Capital Operations - Runze Technology successfully listed its Southern Runze Technology Data Center REIT on August 8, raising 4.5 billion yuan, which helps optimize financial metrics and reserves for future profit growth and dividends [2] - The company delivered four new computing power centers in various locations, totaling approximately 220 MW, with a high on-shelf rate of over 90% for mature centers [2] Energy and Infrastructure - The company has received approvals for new substations across its various parks, enhancing its power supply stability, which is crucial for long-term development [3] - The increase in energy consumption and power stability supports the company's growth in computing power delivery, further enhancing its long-term dividend capacity and investment value [3]

Core Viewpoint - Songjing Technology (01079) resumed trading with a significant increase of over 30%, currently up 30.66% at HKD 0.179, with a trading volume of HKD 532,700 [1] Group 1: Company Transactions - Songjing Technology announced that original shareholders Zhang Sanhuo and Yang Taomei transferred 53.83% of the company's equity to an independent third party, Yu Wei, involving 714 million shares for a total cash consideration of HKD 48.45 million [1] - Following the completion of the transaction, the offeror is required to make a mandatory general offer at a cash price of HKD 0.068 per share, representing a discount of 50.36% compared to the last trading price before suspension [1] Group 2: Management Background - Yu Wei has held senior management positions in several fund management companies in China since 2012 and has been the executive director and fund manager at Qiyuan Zhide since December 2016 [1] - Qiyuan Zhide is a qualified private equity and venture capital fund manager registered with the Asset Management Association of China, focusing on the computer components and systems industry, including computer memory, computing centers, data centers, and semiconductor chips [1]