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阿布扎比投资局调研赛微电子 为智能和自动驾驶汽车产业园找“储备资源”?中东资本低调布局A股

Abu Dhabi Investment Authority Research Contest Microelectronics Looking for “Reserve Resources” for the Intelligent and Autonomous Vehicle Industrial Park? Middle East Capital lays out A-shares in a low-key manner

cls.cn ·  Oct 25, 2023 13:36

① Saiwei Electronics announcement said that the Abu Dhabi Investment Authority visited the infrastructure of Beijing FAB3 Park and the clean room of the MEMS production line; ② Abiza Investment Agency this survey, there is a need to understand the industrial chain. At present, Abu Dhabi is making every effort to build a smart and self-driving car industrial park.

Science and Technology Innovation Board Daily, Oct. 25 (Reporter Chen Mei)TodayAccording to the announcement, Abu Dhabi Investment Authority visited the infrastructure of Beijing FAB3 Park and the clean room of MEMS production line.Li Yunfei, chief technology officer of Selex Beijing, the company's holding subsidiary, introduced the technological process, key technologies and hardware equipment.

This is not the first time the Abu Dhabi Investment Authority has surveyed A-share listed companies. A reporter from Science and Technology Innovation Board Daily noted that in July this year, the Bank of Ningbo also announced that it would accept a survey by Li Nan of the Abu Dhabi Investment Authority in the form of a teleconference.

Deputy Minister of Abu Dhabi Investment Authority Research contest Microelectronics

According to the disclosure, Sai Wei Electronics answered the basic situation of MEMS business, customer distribution, MEM industry chain and supply chain, as well as other questions of concern to Abu Dhabi Investment Authority.

On the two core issues of industrial chain and supply chainAccording to Sai Microelectronics, MEMS is in the middle of sensor manufacturing, which is generally designed by chip design companies and handed over to third-party wafer factories; in terms of supply chain, the company has been purchasing semiconductor equipment in batches or on the whole line in recent years, and increasing the procurement and reserve of key raw materials and production process equipment. In addition, there are Beijing FAB3 and subsequent new production lines in the territory, which are constantly increasing local procurement and supply.

A survey of the Abu Dhabi Investment AuthorityToday's "Science and Technology Innovation Board Daily" reporter telephoned Sai Microelectronics, its staff said that no investment agreement has been reached, just research.According to the staff, the core of semiconductor chips is not equipment, but technology and development. "the process is manufacturing and production, while development is the development of products with models developed by the design company, covering the stage from scheme research to mass production."

The above staff indicated thatAbiza Investment Bureau this survey, there is a need to understand the industrial chain."on the one hand, Middle Eastern capital has invested in many new energy vehicle projects in China, and MEMS chips are more and more widely used in the automotive field; on the other hand, sovereign funds have a need to maintain and increase their value, and some investments may have financial considerations."

On Oct. 7, Sai Wei Electronics said on the interactive platform that the BAW filter manufactured by the company has been delivered to customers. The filter is the most important component in the RF system, and its performance directly affects the communication quality of each frequency band, which belongs to the subdivision field with the highest value in the RF front-end chip.

In fact, after Huawei Samsung Apple Inc launched new products this year, a number of industrial chain companies, including Sai Microelectronics, were investigated by institutions.

A large amount of "sweeping goods" is aimed at promoting the development of smart car industry in the United Arab Emirates

In addition to the latest research competition microelectronics, Middle Eastern Capital, represented by the Abu Dhabi Investment Authority, is also buying large amounts of Chinese companies.

The latest data showIn the third quarter, the Abu Dhabi Investment Authority newly entered and increased its positions in four A-share listed companies, namely Lizhu Group, Haida Group, Shandong Pharmaceutical Glass and Wanhua Chemical.In the second quarter, the Abu Dhabi Investment Authority bought 16 new shares, including Hengrui shares, Qianhe Wei Industry, Zijin Mining Group, Hengli hydraulic, Zhongtian Technology, Health Yuan, Yutong bus and other companies.

Up to now, according to the three quarterly reports of listed companies, the Abu Dhabi Investment Authority still holds Chinese Stonehenge, Hengrun shares, Daquan Energy and Qianhe Industry.

In terms of Hong Kong stocks, the Abu Dhabi Investment Authority bought Fengxiang shares in the third quarter, with an average share price of HK $1.513.In June, CYVN Holdings, an Abu Dhabi investment agency, signed a share subscription agreement with NIO Inc., who made strategic investments totaling about $1.1 billion in NIO Inc..

The past few daysThe Abu Dhabi Investment Authority signed a cooperation agreement with Horse Zhihang, which announced its participation in the Abu Dhabi Smart driving vehicle Industry Cluster (SAVI) built in Masdar City.As a new member of the Abu Dhabi smart driving industry cluster, Xiaoma Zhixing was also allowed to conduct self-driving road tests on Abu Dhabi Island.

From investigating automotive chip companies, to signing cooperation agreements with self-driving companies, and then to investing heavily in NIO Inc. cars. It can be seen that the Abu Dhabi Investment Authority is playing a big game in the new energy vehicle industry.

The reporter noticed thatAbu Dhabi launched a smart and self-driving car industrial park in Masdar.Its aim should be to promote the industrial development of Abu Dhabi, especially to seize the development opportunities of smart and self-driving cars to build its own smart car industry center in the United Arab Emirates.

One investor told reporters that the Middle East has the world's largest sovereign wealth fund, with nearly $3 trillion in assets under management. In recent years, public investment funds from the Abu Dhabi Investment Authority to Saudi Arabia have been quietly entering the Chinese market. The Abu Dhabi Investment Authority invests frequently in China, first of all, it is bullish on Chinese assets.In addition, the small Horse Zhixing landing project in Masdar City is also conducive to local employment and promote new economic growth. It should be said that the latter way of investment is more beneficial to Middle Eastern capital."

At present, Abu Dhabi's fully built smart and self-driving car industrial park is expected to contribute 90 billion to 120 billion dirhams to the UAE economy and create 30, 000 to 50, 000 jobs.Ahmed Jassim al-Zabi, chairman of the Abu Dhabi Economic Development Board (ADDED), said that as a global trade hub, Abu Dhabi will make full use of its geographical location, infrastructure, talent and regulatory advantages to promote the further development of the automobile industry and transform it to intelligent, diversified and sustainable development.

The translation is provided by third-party software.


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