施罗德投资中国区总裁郭炜：AI助力中国，提升在全球价值链中的话语权丨外资大咖谈⑱

Group 1: Core Insights - China is enhancing its financial openness with new policies aimed at facilitating cross-border investment and financing, as well as reforms in the STAR Market [2][9] - Schroders, a global asset management giant, has been operating in China for 30 years and manages assets worth £778.7 billion (approximately $1 trillion) as of December 31, 2024 [4][5] - The company emphasizes a comprehensive business layout in China, including onshore, outbound, and inbound operations, providing diverse investment solutions [5][6] Group 2: Collaboration and Market Expansion - Schroders has established deep partnerships with local financial institutions, such as a joint venture with Bank of Communications in 2005, enhancing communication and collaboration [6][7][12] - The firm is actively expanding in the private market through investments in private equity, real estate, and renewable energy infrastructure, contributing to China's green transition [8][9] Group 3: Investment Opportunities and Market Trends - The Chinese asset management industry is experiencing historic growth opportunities due to increasing wealth management needs and ongoing financial reforms [9][14] - Schroders identifies significant investment opportunities in domestic demand-driven industries, particularly in high-tech sectors like AI, chips, and robotics, as well as defensive industries related to infrastructure [16][17] - The firm also sees potential in sectors that enhance quality of life, such as health care and wellness, driven by rising living standards [17] Group 4: AI and Technological Impact - AI technology is reshaping capital market operations and investment paradigms, enhancing pricing efficiency and resource allocation [15] - The integration of AI in various sectors is expected to drive economic transformation and create new growth avenues [15] Group 5: Future Outlook and Strategic Focus - Schroders aims to leverage its global investment expertise to facilitate cross-border investment opportunities and enhance the integration of foreign capital into China's financial system [10][14] - The company anticipates further relaxation of foreign investment restrictions and increased market access, which will benefit long-term capital inflows [11][14]