一文看懂上交所国际投资者大会首日精彩观点：中国资产估值具备吸引力，投资价值显著，3大方向布局

Group 1: Investment Climate and Opportunities - The 2025 Shanghai Stock Exchange International Investor Conference highlighted increasing global investor confidence in the Chinese market due to stable macroeconomic conditions and ongoing policy improvements [1] - The Vice Chairman of the China Securities Regulatory Commission emphasized the resilience and potential of the Chinese economy, supporting a stable and healthy capital market [2] - The Chairman of the Shanghai Stock Exchange noted significant growth in ETF products, with the scale increasing from 0.9 trillion to 4.1 trillion yuan, reflecting a 35% annual growth rate [4] Group 2: Strategic Insights from Financial Leaders - The Chairman of Morgan Asset Management indicated that the current transformation in China's M&A market, particularly in the healthcare sector, presents significant investment opportunities [6] - The Chairman of Temasek in China emphasized the importance of long-term capital investment aligned with China's economic trends, focusing on resilient and forward-looking investment portfolios [7] - The Executive Chairman of the Asian division of Hillhouse Capital highlighted three investment strategies in China: investing in domestic companies, introducing overseas firms, and supporting cross-border development [8] Group 3: Sector-Specific Growth Projections - Huatai Securities projected a recovery in profit growth across various industries in China by 2026, driven by innovation, restructuring, and international expansion [5] - The Director of CICC noted that AI-driven technological innovation will continue to energize the capital market, with a strong growth narrative in the global tech industry [9] Group 4: ESG and Sustainable Development - The Chairman of Guizhou Moutai discussed integrating Eastern philosophy into ESG practices, achieving an MSCI ESG rating upgrade to "A" [12] - The Chief Financial Officer of Yili Group outlined their commitment to sustainable supply chains through advanced monitoring and quality control measures [15] - The General Manager Assistant of China Securities Index Company emphasized the need for a robust ESG evaluation system to guide investments towards high-performing companies [16]