深市上市公司主动“走出去”：中国“科技叙事”增强外资信心

Core Insights - The interest of foreign investment institutions in Chinese companies is increasing as Chinese enterprises continue to "go global" [1] - The Shenzhen Stock Exchange organized a roadshow in Hong Kong featuring seven representative companies from various sectors, facilitating direct communication between company executives and international investors [1][4] - The event highlighted the growing confidence of foreign investors in China's economic transformation and technological advancements, particularly in artificial intelligence [1][2] Group 1: Company Innovations and Developments - Shenghong Technology collaborates with global tech giants to develop high-performance PCB technology, establishing a foundation for AI computing hardware [2] - Lens Technology is defining next-generation AI hardware products in collaboration with clients, transitioning from "manufacturing" to "intelligent manufacturing" [2] - Leyi Intelligent Manufacturing is increasing R&D investment in high-value AI terminal hardware products, driving a new development cycle [2] - Dazhu Laser provides precision processing equipment for AI computing and collaborates on AI-driven automation solutions [2] - BOE Technology Group is building an IoT ecosystem centered around display technology, collaborating with partners in various sectors [2] - Aier Eye Hospital is exploring AI applications in healthcare, launching AierGPT and digital human models to reshape traditional medical services [2] Group 2: Market Expansion and Globalization - Chinese companies are diversifying their market and supply chain strategies to enhance international competitiveness and sustainable development [3] - Focus on domestic and international dual circulation is emphasized in the 14th Five-Year Plan, promoting market diversification and integration of domestic and foreign trade [3] - Focus Media has expanded its business to 11 countries, deploying over 180,000 media devices to support Chinese brands' internationalization [3] - Zhongchong Co. has established a supply chain system with 22 pet food production bases globally, achieving stable revenue growth [3] - XWANDA is responding to global customer needs by establishing 25 major production bases across several countries [3] Group 3: Investor Sentiment and Market Outlook - Foreign investors express strong interest in the technological capabilities of Chinese companies, perceiving them as undervalued [2][4] - The overall competitiveness of China's technological innovation is recognized globally, with a shift in focus from scale to productivity in industrial policies [4] - Macquarie Securities notes that international investors are increasingly focused on China's A-share market due to the leading advantages in new productivity and technological innovation [4] - The Shenzhen Stock Exchange continues to facilitate communication and trust-building between international investors and Shenzhen-listed companies [4][5]