Core Viewpoint - Recent international capital allocation to Chinese assets has significantly and continuously increased, driven by profound structural changes in the economy [1] Group 1: Investment Opportunities - China's economy is transitioning from real estate-driven growth to high-end manufacturing and service consumption, creating numerous new investment opportunities in sectors like AI, renewable energy, and innovative pharmaceuticals [1] - The attractiveness of A-share valuations, improving policies in the Chinese capital market, and the rising appeal of non-US dollar assets are contributing to foreign capital's growing interest in the Chinese market [1] Group 2: Future Industry Development - The future industrial development in China will focus on "new quality productivity" and "Chinese-style modernization," with green and low-carbon transformation as a long-term development goal [1] - High-end manufacturing, technological innovation, and green transformation are expected to be the core engines of growth over the next five years [1] Group 3: Company Strategy - The company plans to focus on cross-border product areas and intends to apply for QDII (Qualified Domestic Institutional Investor) quotas next year to leverage its group advantages [1] - The goal is to introduce innovative investment products with successful overseas experiences to Chinese investors [1]
路博迈亚太区负责人刘颂:高端制造、科技创新、绿色转型将是中国核心引擎
Guo Ji Jin Rong Bao·2025-11-12 10:24