高盛：中国民营企业的回归第三部分：十大领军企业的崛起

15 June 2025 | 7:52PM HKT China Strategy The comeback of Chinese POEs (Part 3): The ascent of Prominent 10 We expect market (cap) concentration in the listed POE sector to rise over time (Part 2). Against that backdrop, our analysis suggests that ten existing leaders—Chinese Prominent 10—are capable of growing their dominance in the stock market, akin to the US Mag 7 stocks. These "Prom 10" stocks are all rated Buy by GS analysts. They amount to US$1.6tn in market cap and 42% of MSCI China index weight, tra ...