Zheng Quan Shi Bao·2025-08-21 18:31Group 1 - The interest of South Korean residents in the Chinese stock market has significantly increased this year, with various professionals, including university professors and financial workers, showing strong interest [1] - A veteran investor, Yuan Guodong, has shifted focus from the Korean market to overseas markets, particularly Chinese stocks listed in Hong Kong, due to perceived undervaluation and growth potential in the Chinese market [1] - Yuan's investment strategy emphasizes three sectors: the new energy and electric vehicle industry, technology and consumer electronics, and emerging consumption and healthcare, highlighting companies like BYD, CATL, and Xiaomi [1] Group 2 - Yuan has achieved a return of approximately 15%-20% on his Chinese stock investments, outperforming the average returns of local Korean stocks [2] - The long-term outlook for the Chinese stock market is optimistic, driven by the global competitiveness of companies in new energy, AI, and consumer sectors, with many high-quality Chinese firms being undervalued compared to their US counterparts [2] - Yuan plans to increase the allocation of Chinese assets in his portfolio from around 20% to 30%-35%, aiming for a balanced core asset allocation alongside US stocks [2]