Group 1 - The core viewpoint of the article emphasizes the importance of "foresight" and "temperature" for value investors in China amidst a complex economic environment [1][2] - The structural "temperature difference" in China's economy is highlighted, indicating that China is no longer a single economic entity but exhibits distinct regional development gradients [1] - Regions like the Yangtze River Delta and Jiangsu are showing strong growth momentum due to solid industrial foundations and effective government governance, while traditional sectors face transformation pressures [1] Group 2 - The article notes that sectors such as artificial intelligence, robotics, and biomedicine are experiencing significant growth, with China holding 75% of global patents in AI and having 100,000 related companies in Jiangsu alone [1][2] - The biomedicine sector has seen a remarkable increase, with projections indicating that by 2025, it will account for 50% of the global merger pipeline, with outbound investment exceeding $100 billion [1] - The concept of "foresight" is described as the ability to navigate through economic cycles and strategically position investments in line with national strategies and industrial upgrades [2]
国雄资本董事长姚尚坤：投资中国需要远见更需要温度
Zheng Quan Ri Bao Wang·2026-01-20 09:49