富达国际亚洲投资总监Gary Monaghan：采矿业在科技产业链中的战略资源供给角色不容忽视

Core Insights - The 2025 Global Investor Conference in Shenzhen focuses on "New Quality Productivity and Investment Opportunities in China" highlighting the importance of innovation and technology in traditional industries [1][3] - Gary Monaghan emphasizes that traditional industrial companies can unlock significant investment opportunities by enhancing operational efficiency through technology [3] Group 1: Traditional Industries and Investment Opportunities - Traditional industries must overcome bottlenecks and identify new growth points to remain competitive in the transition to new quality productivity [3] - Mining and resource extraction companies, often overlooked, are crucial for supplying essential minerals like copper, which are necessary for technological advancements [3] - The competition in the mining sector is relatively low, leading to potentially high profit margins for companies that provide these critical resources [3] Group 2: Energy Infrastructure and Supply Chain - The development of new quality productivity industries requires substantial energy, highlighting the need for upgrades in energy infrastructure such as power grids and substations [3] - Traditional sectors related to energy transmission and storage may not attract as much attention as AI but represent significant investment opportunities if approached with the right valuation [3] - The focus on energy infrastructure is essential for transporting renewable energy sources, such as solar power, from production sites to urban centers like Shenzhen [3]