Core Viewpoint - Foreign investors are increasingly optimistic about investing in China's core assets, with a notable focus on A-shares and Hong Kong markets [2][3]. Group 1: Investment Trends - In 2023, there has been a significant increase in A-share investments by foreign institutions, indicating a positive outlook on the Chinese market [1][2]. - A recent event organized by the Shenzhen Stock Exchange involved nearly 40 representatives from over 20 foreign sovereign funds and large long-term asset management institutions visiting companies in the Guangdong-Hong Kong-Macao Greater Bay Area [2]. Group 2: Market Perception - Some foreign institutions previously held misconceptions about China, but current sentiments reflect a belief that China is preparing for future market demands rather than just responding to present needs [2]. - The Chief Investment Officer of JMC Capital expressed a strong preference for the Hong Kong market, anticipating a shift of Chinese companies from U.S. listings to Hong Kong [2]. Group 3: Asset Selection - Chinese assets are viewed as a strong choice for risk-averse investors, especially in light of potential market disruptions, due to China's preparedness for trade conflicts and geopolitical tensions [3]. - Recent developments in national policies have encouraged technological advancements and the integration of private enterprises, scientists, and capitalists, leading to significant investment opportunities [3][4]. Group 4: Future Investment Focus - The investment strategy is shifting towards assets characterized by "specialized, refined, and innovative hard technology," which focus on niche markets, operational efficiency, and technological breakthroughs [4]. - Key sectors for investment include robotics, new energy, high-end manufacturing, and biomedicine, where companies can establish core technological capabilities [4].

Group 1 - The Shenzhen Stock Exchange hosted an event to connect overseas investors with companies in the Guangdong-Hong Kong-Macao Greater Bay Area, showcasing innovative achievements and facilitating in-depth discussions on new productivity and industrial chain upgrades [1] - Over 40 representatives from more than 20 overseas sovereign funds and large asset management institutions participated, indicating strong interest in China's economic vitality and investment opportunities [1] - Investors expressed a positive outlook on A-shares, noting the emergence of remarkable technology products in China that support the optimization of asset valuation [1] Group 2 - International capital is increasingly focused on Chinese assets, with 59% of respondents in a survey prioritizing China as a market for future investment [2] - The stability and predictability of Chinese assets are key attractions, supported by consistent policies and a clear growth logic in technology innovation [2][3] - Companies are enhancing their investment value through cost control and shareholder return mechanisms, alongside significant R&D investments [3] Group 3 - Companies with "specialized, refined, and innovative" characteristics are expected to perform well, focusing on niche markets and building competitive advantages through technology [4] - A balanced approach of "stability" and "progress" is essential for companies to maintain investor trust while planning for long-term competitiveness [5] - Companies are targeting annual revenue growth of 20% to 30%, with a focus on sectors like AIDC power supplies and electric vehicle components [5] Group 4 - CIMC Vehicles is leveraging opportunities in the electric truck market, with a monthly penetration rate of 26.03% for new energy heavy trucks, and is focusing on R&D for electric head trailers [6] - The company is implementing global strategies to mitigate market risks, with over 50% of its revenue coming from overseas markets [7] - CIMC Vehicles is actively promoting its "Starlink" and "Xiongqi" plans to capitalize on the electrification and intelligence trends in commercial vehicles [7]