Investor Presentaiton
CDIB Capital Group - Greater
Greater China Portfolio
High-quality portfolio with focus on growth sectors
Portfolio Breakdown - Greater China Portfolio
(% of direct investment, percent)
Consumer & services
2015
2016
2017
2018
2Q18
3Q18
4Q18
1Q19
2Q19
43.5
35.4
26.6
53.3
46.4
48.0
53.3
52.4
54.2
Industrial & manufacturing
PC & components
Solar
Semiconductor
Financial
14.8
15.5
12.7
17.3
17.9
18.3
17.3
17.2
15.5
16.5
21.6
29.2
10.6
13.1
13.3
10.6
11.2
10.9
4.7
3.9
6.8
5.8
8.9
6.9
5.8
6.2
7.3
7.8
9.8
13.4
5.3
6.3
5.7
5.3
5.3
5.2
2.5
2.9
1.5
3.1
2.8
2.9
3.1
2.7
2.8
Optical
Telecom
3.1
2.7
3.9
0.5
0.4
0.6
0.5
0.4
0.4
1.8
2.2
2.1
0.2
0.2
0.2
0.2
0.3
0.3
Others
5.3
6.0
3.7
3.9
4.0
4.1
3.9
4.3
3.4
Total
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
Note: Excluding strategic investment
中華開發金控
CHINA DEVELOPMENT FINANCIAL
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The presentation has not been updated since it was originally presented, and does not constitute a commitment by any CDF entity to underwrite, subscribe for or place any securities or
to extend or arrange credit or to provide any other services.
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