Core Insights - The Shenzhen Stock Exchange hosted the 2025 Global Investor Conference, focusing on "New Quality Productivity: Investment Opportunities in China - Open Innovation in the Shenzhen Market" [1] - The rise of new quality productivity in China is occurring against the backdrop of a reshaped global economic landscape, characterized by both competition and cooperation, which will impact global asset allocation and investment decisions [1] Group 1 - The conference featured keynote speeches, roundtable discussions, and company roadshows to showcase the investment value of Chinese assets and the A-share market [1] - Irene Goh from Aberdeen Investment highlighted that the current technological revolution is marked by faster adoption rates and broader coverage compared to the internet revolution, with a 33% increase in technology adoption speed over the past 20 years [2] - Investors are encouraged to adopt a more dynamic and agile approach to capture opportunities, necessitating more time spent on research and opportunity identification [2] Group 2 - China's clean energy sector is particularly noteworthy, with Chinese investments accounting for half of the global total in this area, showcasing a significant advantage in renewable energy infrastructure [2] - This trend is evident not only in production capacity, with China responsible for 70% of global solar panel production and 60% of electric vehicle battery capacity, but also in technology application and industry chain collaboration [2]

Group 1 - The core viewpoint is that China's vast market potential and key position in the global supply chain attract significant foreign investment, with many foreign companies expressing confidence in the Chinese market [1][2] - China's steady economic growth helps ensure stable supply of various products and services, benefiting the smooth operation of global supply chains [1] - The trend of "going to China" is becoming a consensus among multinational companies, with foreign direct investment returns in China averaging about 9% over the past five years, ranking among the highest globally [1] Group 2 - As China accelerates technological innovation and economic restructuring, foreign investment is increasingly characterized by high-end and service-oriented developments, with high-tech manufacturing and productive services becoming key areas for foreign inflows [1] - Foreign companies are establishing R&D centers in China, indicating a positive trend in technological innovation collaboration [1] - Chinese companies are advancing towards high-end development, and multinational enterprises are encouraged to better integrate into China's technological innovation wave and share opportunities in the large Chinese market [1]