新加坡国有投资机构淡马锡（Temasek）计划在阿布扎比和利雅得开设办事处，以此扩大其在中东地区的业务布局。尽管伊朗战争带来了诸多挑战，但该地区依然吸引着大量资本流入。
Singaporean state-owned investor Temasek plans to open offices in Abu Dhabi and Riyadh, expanding its Middle East footprint as the region attracts capital despite the strain of the Iran war.
这家拥有4000亿美元资产规模的机构看好海湾地区经济转型所带来的长期投资机会。然而，一些旗舰项目（尤其是沙特阿拉伯的“2030愿景”计划下的项目）因财政紧张、外国投资减少以及伊朗战争带来的经济影响而出现了延误或调整。
The $400 billion investor is betting on long-term opportunities created by the Gulf's economic transformation. But some flagship projects, particularly under Saudi Arabia's Vision 2030 program, have faced delays or revisions due to tighter finances, weaker foreign investment flows and economic fallout from the Iran war.
淡马锡首席执行官迪尔汉·皮拉伊·桑德拉塞加拉（Dilhan Pillay Sandrasegara）在向CNBC发布的新闻稿中表示：“该地区的经济转型进程令人印象深刻，其长期发展潜力依然极具吸引力。我们认为，该地区的优先发展目标与淡马锡自身的投资重点高度契合。”
"The pace and ambition of economic transformation across the region are remarkable, and its long-term fundamentals remain highly attractive. We see strong alignment between the region's priorities and Temasek's own areas of focus," Dilhan Pillay Sandrasegara, Temasek's CEO, said in a press release shared with CNBC.
预计淡马锡的阿布扎比和利雅得办事处将于2027年上半年正式开业，将成为该公司在该地区的核心运营基地。根据新闻稿，淡马锡在该地区的多个合作伙伴也计划在这些办事处设立办公机构。
Temasek's Riyadh and Abu Dhabi offices, which are expected to open in the first half of 2027, will serve as hubs for the state investor and its network. Several of Temasek's partners in the region plan to co-locate in these hubs, according to the release.
淡马锡并非首次进入中东市场。2025年，其资产管理子公司Seviora在阿布扎比设立了办事处，并与Mubadala Capital签署了合作协议以共同寻求投资机会；今年5月，淡马锡又与BlackRock的Global Infrastructure Partners、阿布扎比的L’IMAD以及国有石油公司ADNOC合作，计划在波斯湾和中亚地区开展总价值300亿美元的基础设施项目。
Temasek is not new to the region. In 2025, the firm's $54 billion asset management arm Seviora opened an office in Abu Dhabi and signed a partnership with Mubadala Capital to pursue co-investment opportunities In May of this year, Temasek teamed up with BlackRock's Global Infrastructure Partners, Abu Dhabi's L'IMAD and state owned-oil company ADNOC to target $30 billion in infrastructure deals across the Persian Gulf and Central Asia.
然而，伊朗战争对海湾地区的能源基础设施造成了严重冲击，影响了主要产油国的出口业务，迫使沙特阿拉伯、阿联酋和卡塔尔寻求替代的原油和液化天然气（LNG）出口渠道。
The war in Iran has challenged Gulf energy infrastructure, straining exports from key producers and pushing Saudi Arabia, the UAE and Qatar to try and find alternate ways to export their crude and LNG.
据新闻稿称，淡马锡还将“积极与卡塔尔的机构开展合作”。利雅得和阿布扎比办公室的设立，使该投资者的全球布局增至14个地点，覆盖11个国家。此次中东地区的扩张，使其全球网络扩展至11个国家，包括中国、印度、比利时、美国、墨西哥和英国等枢纽。
Temasek will also "actively engage with institutions" in Qatar, according to a press release. The addition of offices in Riyadh and Abu Dhabi join the investor's 13 other locations around the globe spanning nine countries. The Middle East expansion brings that number to 11, along with hubs in China, India, Belgium, the U.S., Mexico and the U.K.
根据新闻稿，淡马锡全球投资首席执行官兼中东及非洲地区主席蔡松辉（Chia Song Hwee）将负责监督淡马锡在该地区的业务拓展，该地区的董事总经理安基特·凯姆卡（Ankit Khemka）将协同推进相关工作。
Chia Song Hwee, Temasek's Global Investments CEO and Middle East & Africa Chairman, will oversee Temasek's regional push, alongside Ankit Khemka who is managing director for the region, according to the release.