光大控股(00165.HK)打造科技驅動型「PE+產業」跨境資產管理平臺
光大控股(00165.HK)發佈《光大控股新科技投資戰略白皮書》。董事會主席趙威表示,此次新科技投資戰略,是光大控股作爲光大集團的海外投資旗艦,發佈的全球科技領域投資戰略,構建科技驅動型「PE+產業」跨境資產管理平臺。
根據白皮書顯示,光大控股新科技領域有9大投資團隊,共90人。相關基金包括人民幣基金27只,管理規模超400億港元;美元基金5只,管理規模14億美元。在境內外發掘並培育了160多間高科技企業,其中近40間在境內外上市,捕獲20餘間獨角獸,包括商湯科技、愛奇藝(IQ.US)、美團(03690.HK)、小鵬汽車(09868.HK)、京東物流(02618.HK)、銀聯商務等,並孵化出智慧場景服務商特斯聯。而新科技領域投資在整個光大控股1,828億港元資產管理規模中佔比60%。投資佈局中,境內佔比75%,境外佔比25%。
展望未來,光大控股持續看好科技在世界經濟和社會變遷的關鍵性作用,將積極圍繞雙迴圈和可持續發展兩條時代主線,以特斯聯爲中心,構建高品質的AIoT產業生態圈與資產管理;在半導體、雲網、大資料領域設立專項基金;在全球範圍內,尋找硬科技底層技術在中國市場的落地機會;在新材料和裝備領域,構建軍民融合和國家戰略領域的大基金,在關鍵領域達成技術進展和商業突破;在醫療領域,專注中國領先生物創新藥和醫療設備;在碳中和領域,聚焦光伏和風電上遊新型原材料、新能源汽車和傳統企業低碳改造;探索ESG標準的投資方式。
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