Core Insights - The 2025 Shenzhen International Financial Conference will be held from November 19 to 21, alongside the 19th Shenzhen International Financial Expo, aiming to create a high-end dialogue platform and showcase Shenzhen's financial innovation and openness [1][3] Group 1: Conference Agenda - The conference features a "1+4+8" agenda system, with the opening ceremony focusing on "Building a Financial Strong Nation and High-Level Opening of the Greater Bay Area" [3] - Four plenary sessions will address key topics such as "Technological Innovation and International Industry-Finance Integration," "Global Financial Markets and Policy Innovation," and "Financial Openness and World Economic Outlook" [3] - Multiple parallel sessions will cover specialized areas including financial culture, cross-border ecology, insurance investment, corporate overseas expansion, and financial talent cultivation [3] Group 2: Participants and Contributions - Attendees include representatives from various policy departments, financial institutions, and international organizations, providing diverse international perspectives and professional support for Shenzhen's financial development [3][4] - Notable companies such as JD Group, Honor Terminal Co., and Langhua Group will participate, promoting precise matching of industrial needs and financial services [4] - The conference will feature the release of three high-quality research reports by authoritative institutions, analyzing key issues like financial strong nation construction and the integration of technology and finance [4]

Core Insights - The 2025 Shenzhen International Financial Conference will be held from November 19 to 21, focusing on "Building a Financial Power and High-Level Opening of the Greater Bay Area" [1] Group 1: Conference Highlights - Highlight 1: The agenda is designed around the goal of "Financial Power" and the financial openness of the Guangdong-Hong Kong-Macao Greater Bay Area, featuring a "1+4+8" agenda system [3] - Highlight 2: The conference will gather a diverse and highly professional group of guests from various financial institutions and international organizations, providing a multi-dimensional international perspective [5] - Highlight 3: The conference emphasizes the synergy between finance and the real economy, inviting representatives from technology and manufacturing sectors to promote precise matching of industry needs and financial services [6] - Highlight 4: High-quality research reports will be released by authoritative institutions, analyzing key issues such as financial power construction and global financial governance, contributing to Shenzhen's financial innovation and sustainable development [6]

值得关注的是，展会期间还将首次在深圳举办2025金融科技大会，与金博会协同联动，形成"国家级金 融科技大会+区域顶级金融展会"品牌叠加效应，加速推动金融资源向实体经济高效转化。 本届金博会期间，2025深圳国际金融大会、2025金融科技大会两大重磅活动同步举办，为展会注入专业 深度与行业资源。 汤进表示，2025深圳国际金融大会由市贸促会联动中国人民大学打造，以"金融强国建设与大湾区高水 平对外开放"为主题，并设计"1+4+N"议程体系，四场大会聚焦科技创新、全球金融市场等核心议题， 多场平行会议覆盖金融文化、跨境生态等专业领域。"大会还将发布3份高质量研究报告，围绕金融强国 建设、粤港澳大湾区金融开放、科技金融深度融合等关键议题，全面分析国内外金融发展趋势与政策实 践。" 此外，京东、荣耀、朗华等一批具有行业代表性的科技创新企业、先进制造企业，以及银行、保险、证 券等多元金融业态参与交流，推动产业需求与金融服务的精准匹配，促进科技创新与金融资本深度融 合，为构建"科技－产业－金融"良性循环提供实践范例，助力深圳打造产业科技创新中心和金融服务实 体经济高地。 转自：深圳特区报 深圳特区报讯（记者 邹媛）第十九 ...

Core Viewpoint - The Chinese economy is expected to continue its recovery amidst fluctuations, supported by proactive fiscal policies and moderately loose monetary policies [1][5]. Group 1: Capital Market Development - The Chinese capital market has entered a new development phase, driven by global changes, technological trends, and institutional reforms [2]. - The restructuring of industries and finance presents external opportunities for China, with a notable 7.1% year-on-year growth in exports during the first three quarters of this year [2]. - The resilience of Chinese manufacturing is highlighted, with local leading enterprises expected to transition into multinational giants, enhancing their pricing power [2]. Group 2: Technological Trends - The transition from old to new economic drivers, fueled by technology, is creating new opportunities in the capital market [3]. - Key technologies in China, such as artificial intelligence and biotechnology, are significantly improving market risk appetite and attracting global capital [3]. - The market is increasingly aligning with new economic developments, with the electronic sector's market capitalization surpassing that of the banking sector this year [3]. Group 3: Institutional Reforms - The optimization of the institutional environment is expected to reshape the market ecosystem, enhancing the inclusiveness and adaptability of capital market regulations [4]. - There is a notable trend of converting household savings into investments, with significant room for improvement in the allocation of residents' equity assets [4]. Group 4: Economic Outlook - The Chinese economy is projected to achieve a growth target of around 5.0% in 2025 and maintain approximately 4.9% in 2026, with a "front low, back high" growth pattern anticipated for 2026 [5][6]. - Fiscal policies are expected to remain proactive, with a deficit ratio around 4% and an increase in special bond quotas directed towards project construction [5]. - The monetary policy is likely to maintain a moderately loose stance, with potential for interest rate cuts and structural monetary tools [5]. Group 5: Investment Strategies - The A-share market is experiencing a sustained upward trend, with the focus shifting towards three main investment lines: the revaluation of manufacturing pricing power, deepening overseas expansion of enterprises, and the continuation of the technology market [7][8]. - The manufacturing sector is expected to transition from scale expansion to pricing power and profit conversion, particularly in sectors with high barriers to entry and low supply elasticity [7]. - The overseas expansion of Chinese enterprises is broadening, with key sectors including machinery, innovative pharmaceuticals, and military industry [8].