中国资产向上重估成共识 中国市场吸引力更稳固

Core Viewpoint - The article emphasizes that amidst significant adjustments in the global economic landscape and increasing uncertainties, Chinese assets are viewed as a "safe haven" for investors, with a consensus emerging on their upward revaluation due to breakthroughs in high-end manufacturing and AI, alongside supportive policies and an improving institutional environment [1][3]. Group 1: Investment Opportunities in China - China's unique advantages are making it a "stable oasis" for global investors, particularly due to its industrial revolution and the development of new productive forces [3]. - The automotive sector, especially in electric vehicles, showcases China's leading position with significant advancements in battery technology and a competitive industry chain, maintaining the highest global production and sales [3]. - The AI industry reflects China's achievements in new productive forces, with Chinese companies positioned in the forefront of the global AI wave, demonstrating capabilities across the entire production system [4]. Group 2: Long-term Investment Logic - The development of new productive forces requires a collaborative effort from policies and funding, with "long money, long investment" seen as a crucial driver for nurturing these forces [6][7]. - Institutional improvements, such as the development of QFII/RQFII systems and the introduction of connectivity mechanisms, have made it easier for foreign investors to participate in China's capital markets [7]. - Recent policies aimed at stabilizing the financial market and boosting investor confidence have led to a notable increase in foreign investment interest in China, particularly in sectors like AI [10][11]. Group 3: Foreign Investment Trends - Foreign investors are increasingly focusing on the Chinese market, with a significant portion of them actively seeking investment opportunities in China, reflecting a shift in asset allocation strategies [11]. - Data indicates that foreign investors hold approximately 3 trillion yuan in A-share market, highlighting their recognition of China's long-term economic fundamentals and capital market value [8][10]. - The recent policy measures and communication from regulatory bodies have enhanced foreign investors' confidence, leading to a net inflow of funds into the Chinese market since late 2024 [10].