Group 1 - DeepSeek's emergence has led to a significant revaluation of Chinese technology stocks and assets, indicating a shift from a manufacturing power to a manufacturing stronghold in China [2] - The average price-to-earnings (P/E) ratio in the U.S. stock market is 1-2 times higher than that in China, presenting a global capital rebalancing opportunity [2] - The impact of DeepSeek is felt across various industries, prompting companies to explore how artificial intelligence can empower their operations and enhance valuations [2] Group 2 - The revaluation of Chinese assets also implies regaining pricing power, with listed companies needing to effectively communicate their unique market positions and values [3] - Purple River Enterprises has integrated market capitalization management into its performance assessment for 20 years, evolving from benchmarking against the CSI 300 to comparing with industry peers [3] - The company has returned 62% of its distributable profits to investors through dividends, with a proposed cash dividend of 3 yuan per 10 shares, totaling 455 million yuan, representing 56.26% of its net profit [3]
紫江企业副总经理、董秘高军: 中国资本市场价值重估正当时