GS-变革中的中国：聚焦产能周期-面对不均衡、判断转折点、穿越长周期

Key Points Introduction 1. Event and Presenter: The webinar is hosted by Goldman Sachs and focuses on China's capacity, imbalances, inflections, and beyond cycles. The presenter is Michael Snaith, who is responsible for Asia Research Merchandising at Goldman in Hong Kong. He is joined by colleagues Trina Chen, Jacqueline Du, and Tina Hao, who specialize in Greater China Research, Industrial Tech and Clean Tech, and Autos respectively [1]. Industry Focus 2. Industry Focus: The webinar primarily focuses on the Chinese market, with specific emphasis on the sectors covered by the presenting analysts [1]. Analyst Expertise 3. Analyst Expertise: Each analyst brings their expertise in their respective sectors, providing a comprehensive view of the market [1]. Content Overview 4. Content Overview: The webinar is expected to cover various aspects of the Chinese market, including capacity, imbalances, inflections, and cycles [1]. Potential Key Points 5. Capacity: The discussion may delve into the current capacity levels in different sectors and potential future developments [1]. 6. Imbalances: The webinar might address the imbalances existing in the Chinese market, such as supply and demand mismatches [1]. 7. Inflections: The analysts may identify key inflection points in the market, indicating potential shifts or changes [1]. 8. Cycles: The impact of economic cycles on the Chinese market could be a focal point of the discussion [1]. 9. Investment Opportunities: The webinar may highlight potential investment opportunities arising from the discussed factors [1]. 10. Risks: The risks associated with the identified opportunities and market dynamics might also be discussed [1].