Group 1 - The core viewpoint of the article is that the South Korean government, led by Lee Jae-myung, aims to achieve a potential growth rate of 3% through a comprehensive economic strategy known as the "335 Blueprint," which includes becoming one of the top three global AI powers and ranking among the top five in national strength [2] - The government plans to launch a "National Growth Fund" worth 100 trillion KRW to support high-end emerging industries, focusing on sectors such as semiconductors, secondary batteries, biotechnology, future vehicles, AI, robotics, and defense [2] - Experts express concerns that while nurturing new technologies is important, addressing structural issues such as low birth rates, an aging population, and mismatches in labor and technology is crucial for sustainable economic development [2]

Core Insights - The social security fund, managing 8 trillion yuan of national pension funds, is aggressively acquiring high-quality assets in the A-share market, which has a total market value of 100 trillion yuan [1][5] - A notable state-owned enterprise has seen its shares significantly increased by the social security fund, with a holding of 25.23 million shares and a remarkable growth of 4543% in its first-quarter report [3][4] Investment Trends - The first quarter is a critical period for institutional investors to position themselves for the year, and the investment moves of the social security fund often attract attention in the A-share market, potentially leading to unexpected returns [4] - In Q1 2023, the social security fund increased its holdings in a leading consumer software company by 2.8 million shares, resulting in a stock price surge of 460% [4] - In Q1 2024, the fund acquired 1.52 million shares of a leading CPO industry company, which subsequently saw its stock price double [4] Performance of Selected Companies - **Meige Intelligent**: Q1 expected growth of 611.31%, with the social security fund purchasing 22.59 million yuan worth of shares. The company specializes in wireless communication and has established partnerships with major enterprises [8] - **Haopeng Technology**: Q1 expected growth of 925.59%, with the fund buying 126 million yuan worth of shares. The company focuses on secondary battery technology and has a strong customer base [9] - **Chengdian International**: Q1 expected growth of 1327.65%, with the fund acquiring 22.44 million yuan worth of shares. The company operates in the public utility sector with a monopoly advantage [10] - **Limin Co., Ltd.**: Q1 expected growth of 1395.38%, with the fund purchasing 54.85 million yuan worth of shares. The company is a leading pesticide manufacturer with a strong market presence [11] - **Sichuan Shuangma**: Q1 expected growth of 1276.50%, with the fund buying 150 million yuan worth of shares. The company has successfully transitioned from traditional cement to private equity investment management [12] - **Leading ICT Infrastructure Company**: Q1 expected growth of 4726.52%, with the fund acquiring 25.24 million yuan worth of shares. The company is a key supplier for major internet firms and has seen foreign and insurance capital investments [13]