Core Insights - The article discusses the upcoming CICC Annual Investment Strategy Conference 2025, highlighting key speakers and topics that will be addressed during the event [1][3]. Group 1: Conference Overview - The conference will take place from November 12 to 14, 2025, at the Beijing Kerry Hotel [1]. - Notable speakers include Wang Shuguang, Vice Chairman and President of CICC, and Liu Shijun, Chief Advisor of the China Council for International Cooperation on Environment and Development [1][3]. Group 2: Economic Outlook - The conference will feature discussions on macroeconomic outlooks for China and the United States, led by Zhang Wenlang, Managing Director of CICC Research [5]. - Topics will also cover A-share market outlook, Hong Kong and overseas market perspectives, and asset outlooks [5]. Group 3: Sector-Specific Insights - The agenda includes sessions on various sectors such as real estate, fixed income, REITs, and quantitative investment strategies for 2026 [6][10]. - Specific sessions will focus on new supply dynamics in industries like automotive, photovoltaic, and energy [8]. Group 4: Technological Innovations - The conference will explore advancements in AI and its implications for infrastructure and intelligent robotics [9][11]. - Discussions will also cover the integration of AI in various applications and the emergence of new materials [12][40]. Group 5: Consumer Trends - The event will address new consumer trends, emphasizing quality of life and innovative consumption patterns [9][55]. - Topics will include the evolution of service chains, brand operations, and the rise of consumer robots [9]. Group 6: Financial Sector Developments - Insights into the wealth management industry post-fee reform and the development of a multi-layered REITs market will be presented [10]. - The conference will also discuss the opportunities and challenges presented by RWA in empowering the real economy [10].
乘势 • 谋新 | 2025年中金公司年度投资策略会