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ericteh859
2023-04-14

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The tyrants in the Middle East are crazy about sweeping goods! The latest A-share positions are exposed

2006年有一则新闻令人印象深刻——中东客6亿元狂扫上海顶级豪宅。来自中东的基金 Gateway Capital，斥资约6亿元人民币，买下上海市中心新天地----翠湖天地御苑二期102 套住房，每平方

The tyrants in the Middle East are crazy about sweeping goods! The latest A-share positions are exposed

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":9945233318,"tweetId":"9945233318","gmtCreate":1681480858834,"gmtModify":1681480861578,"author":{"id":4101623900408000,"idStr":"4101623900408000","authorId":4101623900408000,"authorIdStr":"4101623900408000","name":"ericteh859","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>[微笑]&nbsp;</body></html>","htmlText":"<html><head></head><body>[微笑]&nbsp;</body></html>","text":"[微笑]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9945233318","repostId":1150662233,"repostType":4,"repost":{"id":"1150662233","kind":"news","pubTimestamp":1681480084,"share":"https://ttm.financial/m/news/1150662233?lang=en_US&edition=fundamental","pubTime":"2023-04-14 21:48","market":"us","language":"zh","title":"The tyrants in the Middle East are crazy about sweeping goods! The latest A-share positions are exposed","url":"https://stock-news.laohu8.com/highlight/detail?id=1150662233","media":"ETF进化论","summary":"2006年有一则新闻令人印象深刻——中东客6亿元狂扫上海顶级豪宅。来自中东的基金 Gateway Capital，斥资约6亿元人民币，买下上海市中心新天地----翠湖天地御苑二期102 套住房，每平方","content":"<html><head></head><body>In 2006, there was an impressive news-Middle Eastern customers swept the top luxury houses in Shanghai for 600 million yuan.Gateway Capital, a fund from the Middle East, spent about 600 million yuan to buy 102 houses in the second phase of Cuihu Tiandi Royal Garden, a new world in the center of Shanghai, with an average transaction price of 40,000 yuan per square meter.<img src=\"https://static.tigerbbs.com/fda7d94604cc78530f8e950784b338ee\" alt=\"\" title=\"\" tg-width=\"831\" tg-height=\"773\"/>The transaction price of second-hand houses in the second phase of Cuihu Tiandi Yuyuan will reach 264,000 per square meter in 2022.<img src=\"https://static.tigerbbs.com/1447d82193e227d3818b05eb306a13c5\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"696\"/>Since the outbreak of two \"oil crises\" in the 1970s, the continuous rise in oil prices for many years has greatly increased the income of foreign exchange countries such as Arab countries in the Middle East. In order to smooth consumption and preserve wealth for future generations, many Arab countries have begun to set up sovereign wealth funds to open up global layout.The total assets of the top 10 sovereign wealth funds in the Arab Gulf countries reach US $3.7 trillion, of which the assets of Abu Dhabi Investment Authority (ADIA) rank third in the world and first in the Arab region.<img src=\"https://static.tigerbbs.com/07c2310479ae72fb953f23928abe4910\" alt=\"\" title=\"\" tg-width=\"1046\" tg-height=\"532\"/>According to Global SWF, a data platform for global sovereign wealth funds, the size of Abu Dhabi Investment Authority reached $993 billion; Followed by the Kuwait Investment Authority, with a scale of more than $769 billion.The investment trend of local tyrants in the Middle East has attracted worldwide attention.1. Revealing the local tyrants in the Middle EastAbu Dhabi Investment Authority is the largest sovereign wealth fund in the Middle East and the third largest sovereign wealth fund in the world. Its source of funds is the government of the Emirate of Abu Dhabi, mainly the country's oil revenue.In order to resist the impact of oil price fluctuations on the economy, and out of concern about the fate of the country after oil and gas resources are exhausted, countries in the Middle East have launched sovereign wealth funds to seek economic solutions and convert non-renewable assets into more diversified asset portfolios. Achieve the purpose of saving for the next generation.In 1976, the Emirate of Abu Dhabi established the Abu Dhabi Investment Authority, the oldest and largest of many sovereign wealth funds in the Middle East.Over the past 40 years of development, Abu Dhabi Investment Authority has always adhered to the management purpose of seeking an economic outlet and converting non-renewable assets into a more diversified asset portfolio.Abu Dhabi Investment Authority's 20-year annualized returns fluctuate in the range of 5%-8%, and 30-year annualized returns fluctuate in the range of 6%-9%.<img src=\"https://static.tigerbbs.com/59d14ae4d22d16b6c78a7965dea31d43\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"724\"/>Abu Dhabi Investment Authority can be called the most mysterious sovereign investment fund. It keeps a low profile, does not disclose its asset value, and its investment methods and portfolios have not been made public.David Mark, former U.S. ambassador to the United Arab Emirates, said: \"In the United Arab Emirates, Abu Dhabi Investment Authority basically doesn't disclose any information to the public, and it rarely attracts any criticism, and they don't advertise.\"2. Abu Dhabi Investment Authority sweeps A sharesAbu Dhabi Investment Authority is our old friend. As early as 1992, when the Chinese market was first opened to overseas investors, Abu Dhabi Investment Authority began to invest in China, and it has been 30 years since then.At present, Abu Dhabi Investment Authority is involved in A-share, B-share, real estate investment and private equity fields. Judging from the annual reports of listed companies disclosed recently, the Abu Dhabi Investment Authority will continue to sweep A shares at the end of 2022.As of April 13, among the listed companies that have disclosed annual reports,Abu Dhabi Investment Authority appears in the list of the top ten tradable shareholders of 12 A-share listed companies, with a market value of over 5.8 billion yuan in A-shares, namely Zijin Mining, Oriental Fortune, Oriental Yuhong, China Shenhua, Daqo Energy, Beixin Building Materials, Shengyi Technology, China Merchants Jiyu, USI Electronics, Pudong Jinqiao, Joincare and Blum Oriental.<img src=\"https://static.tigerbbs.com/c61fbad404945bbd82d5f69aeace25ec\" alt=\"(本文内容均为客观数据信息罗列，不构成任何投资建议）\" title=\"(本文内容均为客观数据信息罗列，不构成任何投资建议）\" tg-width=\"518\" tg-height=\"613\"/>(The contents of this article are objective data and information, and do not constitute any investment advice)Specifically, compared with the end of the third quarter of 2022, the Abu Dhabi Investment Authority appeared on the list of the top ten tradable shareholders of China Shenhua, Zijin Mining, and Oriental Yuhong for the first time at the end of 2022, holding approximately 18.29 million shares and 163 million shares respectively at the end of the year. million shares, 23.68 million shares.At the end of the fourth quarter, Abu Dhabi Investment Authority increased its holdings of approximately 7.16 million shares, 610,000 shares and 170,000 shares in Oriental Fortune, Huanxu Electronics and Blum Oriental respectively; Beixin Building Materials, Joincare, Daqo Energy, and Pudong Jinqiao reduced their holdings by about 120,000 shares, 410,000 shares, 5.24 million shares, and 742,000 shares respectively.The 2022 annual report has not yet been disclosed. Judging from the reports of listed companies in the third quarter of 2022, in the third quarter of last year, Abu Dhabi entered Oriental Fortune, Gree Electric Appliances, Daqo Energy, Haid Group, Sanhua Intelligent Control, Pioneer Intelligence, Hengli Hydraulics, Common People, Beixin Building Materials, Tonghua Dongbao and other 26 listed companies Details of the top ten shareholders, the market value of positions at the end of the period reached 7.316 billion.<img src=\"https://static.tigerbbs.com/14598e9358dd5c35ef20302ee0161edd\" alt=\"\" title=\"\" tg-width=\"704\" tg-height=\"641\"/>Abu Dhabi is optimistic about growth opportunities in emerging markets and has the potential to increase investment in emerging markets in the future.According to the media's interview with the chairman of Abu Dhabi Investment Authority, Abu Dhabi has been overweighting emerging markets represented by China in the past 15 years. The reason is the trend of emerging market economy and population growth, as well as the continuous opening of these markets to foreign investors.3. \"Patient capital\" is impatient in A shares?Since 2010, Abu Dhabi's investment in A-shares has mainly covered industries such as medicine and biology, non-ferrous metals, architectural decoration, chemicals, machinery and equipment, etc. From the perspective of the industries in which the top-ranked companies are located, the upstream manufacturing industry appears in the investment list. The frequency is higher.Abu Dhabi Investment Authority said its investment team is focused on investing in companies with strong management teams, reasonable valuations and growth potential.In terms of timing, in the past, Abu Dhabi Investment Authority preferred reverse operation. Comparing the market value of CSI 300 and Abu Dhabi Investment Authority's A-share portfolios, it can be found that since Abu Dhabi Investment Authority increased its A-share investment, its investment portfolio The market value does not converge with the trend direction of CSI 300, and even often shows opposite trends.In the first half of 2015, when the A-share market was frenzy, Abu Dhabi Investment Authority considered it from a long-term perspective, and did not blindly increase its investment in China's overheated market. Instead, it still adopted relatively stable investment methods to maintain its shareholding scale.Therefore, the asset size of Abu Dhabi Investment Authority did not suffer a significant reduction in 2015. When the A-share market experienced nearly a year of decline and was at a relative bottom, Abu Dhabi Investment Authority re-increased its investment in the A-share market and bought stocks on dips. At this time, Abu Dhabi Investment Authority's A-share shareholding scale and market value also ushered in a small peak.Then since 2016, the A-share market has rebounded, while the Abu Dhabi Investment Authority has continued to reduce its holdings and reduce its asset size. It was not until the A-share market reached another low point in the second half of 2018 that the shareholding scale of Abu Dhabi Investment Authority reached another small peak.In the past, when the A-share market overheated, Abu Dhabi Investment Authority invested cautiously and even reduced its holdings; When the A-share market is at the bottom stage, the Abu Dhabi Investment Authority is increasing its layout and constantly buying.<img src=\"https://static.tigerbbs.com/7d72367661ee8a9293d43d0300e37d35\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"724\"/>Although Abu Dhabi Investment Authority is a long-term investor and the market describes Abu Dhabi Investment Authority as \"patient capital\", it does not hold specific stocks for a long time when investing in A shares.Among the A-share companies invested by Abu Dhabi Investment Authority, only a few companies have held shares for more than three years.The shareholding period is not long, and the research on the A-share market may not be enough. Middle Eastern tycoons Abu Dhabi and Saudi Arabia still chose to open Chinese offices during the epidemic, illustrating this trend.According to reports, Bank of America Securities recently met with investors in the Middle East, and local investors tend to make medium and long-term deployments for the mainland Chinese market. Local sovereign wealth funds already have teams dedicated to investing in mainland China, and some have recently established related investment teams in Beijing and Singapore.In recent years, local tyrants in the Middle East have increased their investment in the A-share market, and hundreds of billions of petrochemical giants have introduced local tyrants in the Middle East.On March 27, Saudi oil giant Saudi Aramco spent 24.6 billion yuan to buy a 10% stake in Rongsheng Petrochemical, which translates into a cost of 24.13 yuan per share. According to the closing price of the day, the acquisition premium is nearly 90%.While local tyrants in the Middle East are increasing their weight in China, domestic venture capital institutions are gathering to fly to the Middle East to find money. More than 4,000 global millionaires are expected to flood into Dubai last year, far exceeding the 1,300 in 2019.In 2021, the bilateral trade volume between China and Arab countries exceeded the US $300 billion mark, a year-on-year increase of approximately 37%. China is Saudi Arabia's largest trading partner. At the same time, Saudi Arabia has become China's largest trading partner in North Africa.</body></html>","source":"lsy1653219549182","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The tyrants in the Middle East are crazy about sweeping goods! 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The latest A-share positions are exposed\n</h2>\n<h4 class=\"meta\">\n\nETF进化论2023-04-14 21:48\n\n</h4>\n</header>\n<article>\n<html><head></head><body>In 2006, there was an impressive news-Middle Eastern customers swept the top luxury houses in Shanghai for 600 million yuan.Gateway Capital, a fund from the Middle East, spent about 600 million yuan to buy 102 houses in the second phase of Cuihu Tiandi Royal Garden, a new world in the center of Shanghai, with an average transaction price of 40,000 yuan per square meter.<img src=\"https://static.tigerbbs.com/fda7d94604cc78530f8e950784b338ee\" alt=\"\" title=\"\" tg-width=\"831\" tg-height=\"773\"/>The transaction price of second-hand houses in the second phase of Cuihu Tiandi Yuyuan will reach 264,000 per square meter in 2022.<img src=\"https://static.tigerbbs.com/1447d82193e227d3818b05eb306a13c5\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"696\"/>Since the outbreak of two \"oil crises\" in the 1970s, the continuous rise in oil prices for many years has greatly increased the income of foreign exchange countries such as Arab countries in the Middle East. In order to smooth consumption and preserve wealth for future generations, many Arab countries have begun to set up sovereign wealth funds to open up global layout.The total assets of the top 10 sovereign wealth funds in the Arab Gulf countries reach US $3.7 trillion, of which the assets of Abu Dhabi Investment Authority (ADIA) rank third in the world and first in the Arab region.<img src=\"https://static.tigerbbs.com/07c2310479ae72fb953f23928abe4910\" alt=\"\" title=\"\" tg-width=\"1046\" tg-height=\"532\"/>According to Global SWF, a data platform for global sovereign wealth funds, the size of Abu Dhabi Investment Authority reached $993 billion; Followed by the Kuwait Investment Authority, with a scale of more than $769 billion.The investment trend of local tyrants in the Middle East has attracted worldwide attention.1. Revealing the local tyrants in the Middle EastAbu Dhabi Investment Authority is the largest sovereign wealth fund in the Middle East and the third largest sovereign wealth fund in the world. Its source of funds is the government of the Emirate of Abu Dhabi, mainly the country's oil revenue.In order to resist the impact of oil price fluctuations on the economy, and out of concern about the fate of the country after oil and gas resources are exhausted, countries in the Middle East have launched sovereign wealth funds to seek economic solutions and convert non-renewable assets into more diversified asset portfolios. Achieve the purpose of saving for the next generation.In 1976, the Emirate of Abu Dhabi established the Abu Dhabi Investment Authority, the oldest and largest of many sovereign wealth funds in the Middle East.Over the past 40 years of development, Abu Dhabi Investment Authority has always adhered to the management purpose of seeking an economic outlet and converting non-renewable assets into a more diversified asset portfolio.Abu Dhabi Investment Authority's 20-year annualized returns fluctuate in the range of 5%-8%, and 30-year annualized returns fluctuate in the range of 6%-9%.<img src=\"https://static.tigerbbs.com/59d14ae4d22d16b6c78a7965dea31d43\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"724\"/>Abu Dhabi Investment Authority can be called the most mysterious sovereign investment fund. It keeps a low profile, does not disclose its asset value, and its investment methods and portfolios have not been made public.David Mark, former U.S. ambassador to the United Arab Emirates, said: \"In the United Arab Emirates, Abu Dhabi Investment Authority basically doesn't disclose any information to the public, and it rarely attracts any criticism, and they don't advertise.\"2. Abu Dhabi Investment Authority sweeps A sharesAbu Dhabi Investment Authority is our old friend. As early as 1992, when the Chinese market was first opened to overseas investors, Abu Dhabi Investment Authority began to invest in China, and it has been 30 years since then.At present, Abu Dhabi Investment Authority is involved in A-share, B-share, real estate investment and private equity fields. Judging from the annual reports of listed companies disclosed recently, the Abu Dhabi Investment Authority will continue to sweep A shares at the end of 2022.As of April 13, among the listed companies that have disclosed annual reports,Abu Dhabi Investment Authority appears in the list of the top ten tradable shareholders of 12 A-share listed companies, with a market value of over 5.8 billion yuan in A-shares, namely Zijin Mining, Oriental Fortune, Oriental Yuhong, China Shenhua, Daqo Energy, Beixin Building Materials, Shengyi Technology, China Merchants Jiyu, USI Electronics, Pudong Jinqiao, Joincare and Blum Oriental.<img src=\"https://static.tigerbbs.com/c61fbad404945bbd82d5f69aeace25ec\" alt=\"(本文内容均为客观数据信息罗列，不构成任何投资建议）\" title=\"(本文内容均为客观数据信息罗列，不构成任何投资建议）\" tg-width=\"518\" tg-height=\"613\"/>(The contents of this article are objective data and information, and do not constitute any investment advice)Specifically, compared with the end of the third quarter of 2022, the Abu Dhabi Investment Authority appeared on the list of the top ten tradable shareholders of China Shenhua, Zijin Mining, and Oriental Yuhong for the first time at the end of 2022, holding approximately 18.29 million shares and 163 million shares respectively at the end of the year. million shares, 23.68 million shares.At the end of the fourth quarter, Abu Dhabi Investment Authority increased its holdings of approximately 7.16 million shares, 610,000 shares and 170,000 shares in Oriental Fortune, Huanxu Electronics and Blum Oriental respectively; Beixin Building Materials, Joincare, Daqo Energy, and Pudong Jinqiao reduced their holdings by about 120,000 shares, 410,000 shares, 5.24 million shares, and 742,000 shares respectively.The 2022 annual report has not yet been disclosed. Judging from the reports of listed companies in the third quarter of 2022, in the third quarter of last year, Abu Dhabi entered Oriental Fortune, Gree Electric Appliances, Daqo Energy, Haid Group, Sanhua Intelligent Control, Pioneer Intelligence, Hengli Hydraulics, Common People, Beixin Building Materials, Tonghua Dongbao and other 26 listed companies Details of the top ten shareholders, the market value of positions at the end of the period reached 7.316 billion.<img src=\"https://static.tigerbbs.com/14598e9358dd5c35ef20302ee0161edd\" alt=\"\" title=\"\" tg-width=\"704\" tg-height=\"641\"/>Abu Dhabi is optimistic about growth opportunities in emerging markets and has the potential to increase investment in emerging markets in the future.According to the media's interview with the chairman of Abu Dhabi Investment Authority, Abu Dhabi has been overweighting emerging markets represented by China in the past 15 years. The reason is the trend of emerging market economy and population growth, as well as the continuous opening of these markets to foreign investors.3. \"Patient capital\" is impatient in A shares?Since 2010, Abu Dhabi's investment in A-shares has mainly covered industries such as medicine and biology, non-ferrous metals, architectural decoration, chemicals, machinery and equipment, etc. From the perspective of the industries in which the top-ranked companies are located, the upstream manufacturing industry appears in the investment list. The frequency is higher.Abu Dhabi Investment Authority said its investment team is focused on investing in companies with strong management teams, reasonable valuations and growth potential.In terms of timing, in the past, Abu Dhabi Investment Authority preferred reverse operation. Comparing the market value of CSI 300 and Abu Dhabi Investment Authority's A-share portfolios, it can be found that since Abu Dhabi Investment Authority increased its A-share investment, its investment portfolio The market value does not converge with the trend direction of CSI 300, and even often shows opposite trends.In the first half of 2015, when the A-share market was frenzy, Abu Dhabi Investment Authority considered it from a long-term perspective, and did not blindly increase its investment in China's overheated market. Instead, it still adopted relatively stable investment methods to maintain its shareholding scale.Therefore, the asset size of Abu Dhabi Investment Authority did not suffer a significant reduction in 2015. When the A-share market experienced nearly a year of decline and was at a relative bottom, Abu Dhabi Investment Authority re-increased its investment in the A-share market and bought stocks on dips. At this time, Abu Dhabi Investment Authority's A-share shareholding scale and market value also ushered in a small peak.Then since 2016, the A-share market has rebounded, while the Abu Dhabi Investment Authority has continued to reduce its holdings and reduce its asset size. It was not until the A-share market reached another low point in the second half of 2018 that the shareholding scale of Abu Dhabi Investment Authority reached another small peak.In the past, when the A-share market overheated, Abu Dhabi Investment Authority invested cautiously and even reduced its holdings; When the A-share market is at the bottom stage, the Abu Dhabi Investment Authority is increasing its layout and constantly buying.<img src=\"https://static.tigerbbs.com/7d72367661ee8a9293d43d0300e37d35\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"724\"/>Although Abu Dhabi Investment Authority is a long-term investor and the market describes Abu Dhabi Investment Authority as \"patient capital\", it does not hold specific stocks for a long time when investing in A shares.Among the A-share companies invested by Abu Dhabi Investment Authority, only a few companies have held shares for more than three years.The shareholding period is not long, and the research on the A-share market may not be enough. Middle Eastern tycoons Abu Dhabi and Saudi Arabia still chose to open Chinese offices during the epidemic, illustrating this trend.According to reports, Bank of America Securities recently met with investors in the Middle East, and local investors tend to make medium and long-term deployments for the mainland Chinese market. Local sovereign wealth funds already have teams dedicated to investing in mainland China, and some have recently established related investment teams in Beijing and Singapore.In recent years, local tyrants in the Middle East have increased their investment in the A-share market, and hundreds of billions of petrochemical giants have introduced local tyrants in the Middle East.On March 27, Saudi oil giant Saudi Aramco spent 24.6 billion yuan to buy a 10% stake in Rongsheng Petrochemical, which translates into a cost of 24.13 yuan per share. According to the closing price of the day, the acquisition premium is nearly 90%.While local tyrants in the Middle East are increasing their weight in China, domestic venture capital institutions are gathering to fly to the Middle East to find money. More than 4,000 global millionaires are expected to flood into Dubai last year, far exceeding the 1,300 in 2019.In 2021, the bilateral trade volume between China and Arab countries exceeded the US $300 billion mark, a year-on-year increase of approximately 37%. China is Saudi Arabia's largest trading partner. At the same time, Saudi Arabia has become China's largest trading partner in North Africa.</body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://mp.weixin.qq.com/s/0qIbIsgimZ0N8fJQTV013w\">ETF进化论</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cfe8ba21c8b5ac2b562fdf822ed7fcb2","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/0qIbIsgimZ0N8fJQTV013w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150662233","content_text":"2006年有一则新闻令人印象深刻——中东客6亿元狂扫上海顶级豪宅。来自中东的基金 Gateway Capital，斥资约6亿元人民币，买下上海市中心新天地----翠湖天地御苑二期102 套住房，每平方米成交均价4万元人民币。翠湖天地御苑二期二手房2022年成交价格达到26.4万每平方米。自20世纪70年代爆发两次“石油危机”后，多年来石油价格持续高涨使得中东阿拉伯这些外汇国家的收入大增，为了平滑消费以及为后代保留财富，众多阿拉伯国家开始兴起设立主权财富基金开启全球布局。阿拉伯海湾国家的10大主权财富基金总资产规模达3.7万亿美元，其中阿布扎比投资局（ADIA）的资产位居全球第三、阿拉伯地区之首。根据全球主权财富基金数据平台Global SWF的数据，阿布扎比投资局规模达到9930亿美元；其次是科威特投资局，规模超过7690亿美元。中东土豪投资动向，备受全球瞩目。1、揭秘中东土豪阿布扎比投资局是中东地区最大的主权财富基金，也是全球第三大的主权财富基金，其资金来源阿布扎比酋长国政府，主要为该国的石油收益。为了抵御石油价格波动对经济的冲击，也出于对油气资源耗尽后国家命运的担忧，中东地区的国家纷纷发起主权财富基金寻求经济出路，将不可再生资产转换为更多样化的资产组合，实现为下一代储蓄的目的。1976年，阿布扎比酋长国成立了阿布扎比投资局，是中东众多主权财富基金中历史最悠久、规模最大的一家。在过去40多年的发展过程中，阿布扎比投资局一直坚持的管理目的是寻求经济出路，将不可再生资产转换为更多样化的资产组合。阿布扎比投资局的20年年化回报率在5%-8%的区间浮动，30年年化回报率在6%-9%的区间波动。阿布扎比投资局可以称得上是最神秘的主权投资基金，行事低调，不披露自己的资产价值，投资方法与投资组合也未公开过。美国前驻阿联酋大使戴维·马克说：“在阿联酋国内，阿布扎比投资局基本上不对公众披露什么信息，也很少招致什么非议，他们更不做广告。”2、阿布扎比投资局扫货A股阿布扎比投资局是我们的老朋友了，早在1992年，当中国市场首次向海外投资者开放的时候，阿布扎比投资局就开始在中国投资了，至今已有30年之久。目前，阿布扎比投资局在A股、B股、房地产投资和私募股权领域均有涉足。从近期陆续披露的上市公司年报看，阿布扎比投资局在2022年末继续扫货A股。截至4月13日，在已披露年报的上市公司中，阿布扎比投资局的身影出现在12家A股上市公司的前十大流通股东名单，持仓A股市值超58亿元，分别为紫金矿业、东方财富、东方雨虹、中国神华、大全能源、北新建材、生益科技、招商积余、环旭电子、浦东金桥、健康元和百隆东方。(本文内容均为客观数据信息罗列，不构成任何投资建议）具体来看，与2022年三季度末相比，2022年末阿布扎比投资局首次出现在中国神华、紫金矿业、东方雨虹前十大流通股东名单上，年末分别持有约1829万股、1.63亿股、2368万股。四季度末，阿布扎比投资局对东方财富、环旭电子、百隆东方分别增持约716万股、61万股、17万股;对北新建材、健康元、大全能源、浦东金桥分别减持约12万股、41万股、524万股、74.2万股。2022年年报还未披露完毕。从2022年3季度上市公司报告看，去年3季度，阿布达比进入东方财富、格力电器、大全能源、海大集团、三花智控、先导智能、恒立液压、老百姓、北新建材、通化东宝等26家上市公司十大股东明细，期末持仓市值达73.16亿。阿布扎比对新兴市场的增长机会持乐观态度，并有可能在未来增加对新兴市场的投资。根据媒体对阿布扎比投资局董事长的采访内容，过去15年中阿布达比一直超配了以中国为代表的新兴市场，其原因是新兴市场经济和人口持续增长的趋势，以及这些市场持续加强对外国投资者开放。3、“有耐心的资本”在A股没耐心了？2010年至今，阿布扎比对A股投资涵盖的行业主要为医药生物、有色金属、建筑装饰、化工、机械设备等，从排名靠前的公司所处行业看，上游制造业在投资名单中出现的频率较高。阿布扎比投资局表示，其投资团队专注于投资拥有强大管理团队、估值合理、具有增长潜力的公司。在择时方面，过去阿布扎比投资局偏好逆向操作，对比沪深300和阿布扎比投资局的A股投资组合市值可以发现，自阿布扎比投资局加大A股投资以来，其投资组合市值与沪深300走势方向并不趋同，甚至常常出现相反趋势。2015年上半年，A股市场狂热之际，阿布扎比投资局以长期的眼光进行考量，并没有盲目加大在中国过热市场上的投资，而仍采取较为稳健的投资手段，维持着持股规模。因此，2015年阿布扎比投资局的资产规模并没有遭受较大幅度的缩减。而当A股市场在经历了近一年的下跌，处于相对底部之际，阿布扎比投资局重新加大了对A股市场的投资，逢低买入股票，此时阿布扎比投资局的A股持股规模和持股市值也迎来了小高峰。而后2016年开始，A股市场有所回升，而阿布扎比投资局却不断减持，缩小资产规模。直至A股市场于2018年下半年迎来又一个低点时，阿布扎比投资局的持股规模才又出现了一个小高峰。过去A股市场过热时，阿布扎比投资局谨慎投资，甚至有所减持；在A股市场处于底部阶段时，阿布扎比投资局则在加大布局，不断买进。尽管阿布扎比投资局是一个长期投资者，市场将阿布扎比投资局描述为“有耐心的资本”，但其在进行A股投资时，对特定股票的持有时间并不长。在阿布扎比投资局投资过的A股公司中，仅有很少公司持股时间超3年。持股周期不长，可能对A股市场研究还不够。中东土豪阿布扎比和沙特在疫情期间仍选择开设中国办公室，说明了这种趋势。据报道，美银证券近期与中东投资者会面，当地投资者对中国内地市场倾向于进行中长期部署。当地的主权财富基金已有专门投资中国内地市场的团队，部分于近期在北京和新加坡建立相关投资团队。中东土豪近年来在加大A股市场的投资，千亿石化巨头引入中东土豪。3月27日，沙特石油巨头沙特阿美花费246亿人民币买下荣盛石化10%的股份，折算下来每股成本为24.13元。按照当日的收盘价计算，这笔收购溢价近9成。在中东土豪加码中国之际，国内创投机构则扎堆飞中东找钱。去年预计逾4000位全球百万富翁涌入迪拜，远远超过2019年的1300位。2021年，中国与阿拉伯国家双边贸易额突破3000亿美元大关，同比增长约37%。中国是沙特最大的贸易伙伴国。与此同时，沙特也已经成为中国在北非地区最大的贸易伙伴。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2999,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}