（投资中国）施罗德资本：看好中国市场长期增长潜力

Group 1 - The core viewpoint of Schroder Capital emphasizes the importance of the Chinese market amidst global economic uncertainty, focusing on long-term growth potential through diversified investment strategies and localized approaches [1][2] - As of December 2024, Schroder Capital manages nearly $100 billion in global assets, with over $21 billion specifically in private equity [1] - Key sectors of interest in China include healthcare, enterprise software, and domestic consumption-driven industries, with a belief in the modernization of service industries offering significant future opportunities [1] Group 2 - Schroder Capital has established a "dual-channel" approach by utilizing Qualified Foreign Limited Partner (QFLP) mechanisms to attract international funds into the RMB market, while also aiding Chinese investors in global asset allocation through Qualified Domestic Limited Partner (QDLP) [2] - The RMB market is viewed as having relative advantages and strong liquidity, making it attractive for private equity investors seeking long-term returns [2] - Recent successful investments by Schroder Capital include Chinese brands in trendy toys, used car trading platforms, and mushroom food companies, reflecting a focus on consumption upgrades and livelihood sectors [2] Group 3 - The company is optimistic about the development of the AI sector in China, identifying numerous outstanding AI-related companies [2] - Schroder Capital plans to apply AI in its investment decision-making processes, viewing it as a tool to enhance efficiency rather than replace human expertise [2] - Future exploration of AI will include local adaptation for cross-border investments, such as analyzing policy texts and tracking industry trends to support team development [2]