Core Viewpoint - The Shanghai Stock Exchange held a special symposium with representatives from over ten leading private equity institutions to discuss the importance of stabilizing the real estate and stock markets, as well as preventing and mitigating risks in key areas and external shocks [1] Group 1: Market Conditions - Current asset valuations in China are considered relatively low, presenting significant potential for valuation recovery and enhancement as the domestic economic structure optimizes and favorable policies are implemented [1] - Global capital rebalancing due to tariff shocks is expected to further support the attractiveness of Chinese assets [1] Group 2: Investment Philosophy - Participating institutions expressed a commitment to holding high-quality Chinese assets, emphasizing a "long-term, rational, and value" investment philosophy [1] - There is a collective effort to maintain the stable operation of the capital market among the private equity institutions [1]
【上交所召开私募机构座谈会】4月21日讯,为深入贯彻落实党的二十届三中全会、中央经济工作会议、全国两会精神和国务院常务会议部署,深入学习领会“稳住楼市股市,防范化解重点领域风险和外部冲击”的重要要求,4月21日上海证券交易所召开专题座谈会,与10余家头部私募机构代表深入交流,充分听取意见建议。与会机构认为,当前中国资产估值处于相对较低水平,随着国内经济结构优化、政策利好和关税冲击下全球资金再平衡,中国资产具备显著的估值修复和提升潜力,将坚定持有中国优质资产,树牢“长期、理性、价值”投资理念,共同维护资本市场
news flash·2025-04-21 12:47