Group 1: Economic and Policy Insights - The Fourth Plenary Session approved the "15th Five-Year Plan," emphasizing high-quality development and technological self-reliance as primary goals [1] - The shift in industrial policy from scale pursuit to productivity enhancement is highlighted, focusing on technology, industry, and domestic demand [1] Group 2: Investment Opportunities in Technology - Global X China Core Technology ETF (03448) invests in 30 leading domestic high-tech companies across various sectors, including biotech, semiconductors, and electric vehicles, with a robust investment strategy [2] - Chinese tech companies are gaining significant market share domestically and are expected to become global leaders, providing good stock returns for investors [2] - The ETF has a low allocation to internet stocks, offering diversification benefits for investors heavily invested in U.S. tech stocks [2] Group 3: Semiconductor Industry Growth - Global X China Semiconductor ETF (03191) targets the entire semiconductor industry value chain in China, focusing on companies involved in IC design, manufacturing, and testing [3] - The domestic semiconductor sector is experiencing strong performance driven by the acceleration of domestic substitution and AI demand [3] - Predictions indicate that AI spending will significantly boost cloud capital expenditures in China, enhancing the entire AI hardware supply chain [3] Group 4: Robotics and AI Development - Global X China Robotics and AI ETF (02807) invests in leading Chinese robotics and AI companies, including humanoid robots and autonomous driving [4] - The commercialization of humanoid robots is accelerating, with major orders being announced, indicating growing applications in commercial and industrial sectors [4] - The favorable financing and policy environment supports further development of humanoid robots in China [4] Group 5: Role of "Little Giants" in High-End Manufacturing - Global X China Little Giants ETF (02815) invests in 50 high-quality small and medium-sized companies recognized by the government as "little giants" in strategic tech industries [5][6] - These companies are industry leaders in niche markets and play a crucial role in China's high-end manufacturing supply chain [6] Group 6: AI Development in Internet Giants - Global X China Cloud Computing ETF (02826) covers the entire AI value chain, with major holdings in leading internet companies that benefit from AI advancements [7] - The cloud business revenues of Alibaba and Baidu have seen significant growth due to strong AI demand [7] - The existing large user base of these internet giants provides a significant advantage for the widespread adoption of AI applications [7] Group 7: Consumer Sector Outlook - Global X China Consumer Leaders ETF (02806) invests in a wide range of consumer goods, with expectations of a rebound in the consumer sector driven by supportive policies [8] - Recent trends show a divergence in consumer performance, with some brands achieving strong growth despite a generally subdued market [8] - Successful brands are characterized by strong competitive advantages and operational excellence [8]

21世纪经济报道记者柳宁馨 杭州报道 杭州市经信局二级巡视员杨荣欣表示，此次对接会的举办，将为企业搭建起一个重要的交流合作平台， 通过与电商平台开展深度产销对接，实现平台赋能、资源聚合，为企业打通堵点、链接商机，在变局中 开创新局。对于外贸企业而言，"内外贸一体化"是应对挑战、促进长远发展的重要路径。 余杭区经信局党委书记、局长徐春表示，当前消费品类企业面临订单减少、成本上升、市场竞争加剧等 重重挑战。为此，余杭区深入调研企业痛点难点，掌握到企业想要打破内外贸壁垒，开拓更广阔的市场 的诉求，主动对接杭州市经信局筹备本次对接会。同时，余杭区还致力于为企业提供丰富的应用场景。 当前，全球经济形势复杂多变，单边主义、贸易壁垒不断冲击国际市场秩序，给制造业企业带来了前所 未有的挑战。 5月20日，由杭州市经信局主办，余杭区经信局承办的杭州市消费品类企业"内外贸一体化"对接会（余 杭站）在阿里巴巴园区顺利举行，西湖、余杭、富阳和临安区42家企业50余人参会。活动旨在帮助企业 应对复杂多变的国际环境，稳增长、拓市场。 （对接会现场，图片由杭州市经信局提供） 淘天集团、1688、全球速卖通、阿里国际站、Lazada华东、钉 ...