Group 1 - International investors are increasingly interested in Chinese assets, with a notable rise in inquiries and roadshow demands from regions such as North America, the Middle East, and Asia-Pacific [1][2] - The trend of foreign capital inflow into China's stock market is evident, with a reported net inflow of $4.6 billion in September, the highest monthly figure since November 2024 [2] - The number of mainland private equity firms holding Hong Kong's Type 9 license has increased to 92, indicating a growing trend of Chinese asset management firms expanding internationally [5] Group 2 - There is a significant shift in the types of foreign investors, with more market-oriented institutions like family offices and foundations showing interest in Chinese technology and industrial capabilities [3] - The asset management industry is focusing on building a global presence and enhancing core investment capabilities to meet diverse client needs and improve investment returns [4] - The Chinese asset management industry is actively participating in international promotional events to enhance its global influence and attract foreign capital [7] Group 3 - Despite the enthusiasm for international expansion, asset management firms face challenges such as macroeconomic uncertainties and regulatory differences in overseas markets [6] - Developing robust overseas investment research capabilities is crucial for successful international operations, emphasizing performance-driven strategies [6]

◎记者 梁银妍 "国际投资者对中国资产的关注度逐步回暖。"北京某百亿级私募相关人士近日告诉上海证券报记者，最 直观的表现是，来自北美、中东、亚太等地区的问询和路演需求明显增加。 海外路演寻金主、走出国门看标的，中国资管机构的全球化征程驶入快车道。数据显示，目前公募基金 设立超30家境外子公司，超90家内地私募取得香港9号牌照，在募资与投资两端发力，全面加速国际化 布局。 某券商海外业务负责人亦有同感。"我们研究团队今年在东南亚地区进行了28场路演，是去年的2.5倍， 明显感受到亚洲地区、东南亚地区投资者最积极，从2023年显著低配变成现在超配；欧美投资者从低配 到中性水平，关注程度明显提升了。"他说。 外资青睐中国优质科技资产 国际投资者对中国资产的兴趣显著增加。某大型公募基金海外业务负责人告诉上海证券报记者，美国、 加拿大、欧洲等市场对我国人工智能、创新药、新能源等科技创新领域关注度明显提升，有意愿配置科 技属性较强的中国资产。 "从过去我们找他们路演，到如今他们主动找我们询问，这是很大的变化。"该负责人说。去年三季度以 来，政策效能逐渐显现，A股和港股市场稳步回升，吸引了海外主权、养老金、险资等众多专业长 ...