SIASUN(SZ:300024) Xin Lang Cai Jing·2025-05-20 02:02Core Viewpoint - The 2025 Global Investor Conference held by the Shenzhen Stock Exchange emphasizes investment opportunities in China, particularly in high-tech sectors and innovative markets [3]. Investment Opportunities - Swiss Pictet Asset Management is optimistic about China's breakthroughs in high-tech industries and sees increasing foreign interest in the Chinese market as alternatives to dollar assets [3]. - The company identifies four key investment sectors: artificial intelligence supply chain, semiconductor localization, robotics, and biopharmaceuticals [3]. Industry Insights - The robotics industry is expected to surpass the electric vehicle industry in scale, aligning with environmental goals by being energy-efficient and carbon-reducing [4]. - In the biopharmaceutical sector, Chinese companies have significantly increased their global market share, with China accounting for 30% of global patent exports last year and ranking second in new drug development [4]. ESG and Corporate Governance - There is a notable improvement in ESG disclosures and corporate governance among A-share listed companies, driven by increased international investor participation and regulatory support [5]. - Swiss Pictet Asset Management actively engages with portfolio companies on ESG issues, contributing to enhanced corporate governance and successful case studies [5].