Core Insights - The Shenzhen Stock Exchange hosted the 2025 Global Investor Conference, focusing on "New Quality Productivity: Investment Opportunities in China - Open Innovation in the Shenzhen Market" [1] - The rise of new quality productivity in China is occurring against the backdrop of a reshaped global economic landscape, characterized by both competition and cooperation, which will impact global asset allocation and investment decisions [1] Group 1 - The conference featured keynote speeches, roundtable discussions, and company roadshows to showcase the investment value of Chinese assets and the A-share market [1] - Irene Goh from Aberdeen Investment highlighted that the current technological revolution is marked by faster adoption rates and broader coverage compared to the internet revolution, with a 33% increase in technology adoption speed over the past 20 years [2] - Investors are encouraged to adopt a more dynamic and agile approach to capture opportunities, necessitating more time spent on research and opportunity identification [2] Group 2 - China's clean energy sector is particularly noteworthy, with Chinese investments accounting for half of the global total in this area, showcasing a significant advantage in renewable energy infrastructure [2] - This trend is evident not only in production capacity, with China responsible for 70% of global solar panel production and 60% of electric vehicle battery capacity, but also in technology application and industry chain collaboration [2]
安太资本Irene Goh：科技革命新周期 技术应用加速与新兴市场机遇凸显
Xin Lang Cai Jing·2025-05-19 04:26