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巩固经济优势,持续增强中国资产吸引力
2 1 Shi Ji Jing Ji Bao Dao·2025-07-23 21:59

Group 1 - The stock of foreign investment in domestic RMB bonds has exceeded $600 billion, indicating a historically high level of foreign interest in Chinese assets [1] - In the first half of the year, foreign net purchases of domestic stocks and funds reached $10.1 billion, with significant increases in May and June, totaling $18.8 billion, reflecting a growing willingness to allocate capital to RMB assets [1] - International capital recognizes the resilience of the Chinese economy, which has shown the ability to withstand external shocks and maintain export growth despite U.S. tariffs [1] Group 2 - Global investors are optimistic about China's economic transformation and upgrades, moving beyond low-end manufacturing to sectors like new energy vehicles, innovative pharmaceuticals, advanced manufacturing, artificial intelligence, semiconductors, rare earth materials, robotics, and drones [2] - The narrative of "American exceptionalism" is fading, with U.S. government policies creating uncertainty and risks, while China's economic independence and competitive potential are seen as reliable choices amid global turmoil [2] - According to Invesco's report, about 60% of Middle Eastern sovereign wealth funds plan to increase allocations to Chinese assets over the next five years, with 88% of Asia-Pacific and 80% of African sovereign funds also indicating similar intentions [2] Group 3 - China's economic resilience and high growth are built on a foundation of stable long-term growth, requiring a balance between stabilizing growth, structural adjustments, risk prevention, and reform [3] - Ensuring sufficient total demand is crucial for the smooth transition between old and new growth drivers, thereby consolidating economic resilience and fostering new momentum [3] Group 4 - In the face of unfavorable external conditions, expanding domestic demand is essential to shield the economy from external shocks and boost market confidence [4] - Promoting "anti-involution" while actively expanding domestic demand is vital for maintaining stable economic growth and enhancing investor confidence in China's economy amid global instability [4]