对话瑞士百达亚洲CEO赵俊杰：海外投资人，正在“加配”中国

Group 1 - The core viewpoint of the article highlights the increasing confidence of European and South American investors in the Chinese market, driven by policy direction and the positive development of the AI ecosystem [2][3] - The Swiss Pictet Group, established in 1805, manages assets totaling $893 billion as of June 30, 2025, making it the second-largest international financial institution in Switzerland [2] - The company emphasizes long-term investment strategies based on major trends over 20, 30, or even 50 years, particularly focusing on environmental, technological, and social themes [2][5] Group 2 - European institutional investors have maintained their investments in China despite market volatility, with many now increasing their allocations to Chinese assets due to improved market conditions [3] - The company’s theme investment strategy, which has been in place for 30 years, focuses on long-term growth opportunities rather than short-term market fluctuations [5][6] - The company has one of the largest environmental opportunity theme investment strategies globally, helping institutional clients create value through long-term investments [6] Group 3 - China's environmental policies align closely with the company's investment philosophy, particularly in areas like green manufacturing and renewable energy [7] - China leads the world in new energy vehicle penetration, exceeding 50%, and holds over 50% of the global market share in photovoltaic and energy storage installations [7] - The company is actively seeking investment opportunities in AI-driven technological innovations, including AI applications, autonomous driving, and robotics [7] Group 4 - Domestic brands in consumer-driven sectors, such as tea beverages and blind boxes, are achieving higher profit margins abroad, with average gross margins 15% to 20% higher than in China [8] - The healthcare sector is expected to see significant market potential due to demographic changes and the pursuit of high-quality living standards, particularly in nutrition science and medical devices [8]