China Industrial Tech_ Update TPs under AI framework; highlight productivity gain beneficiary CTI; OPT down to Neutral
2025-03-16 14:52
12 March 2025 | 7:09AM CST China Industrial Tech Update TPs under AI framework; highlight productivity gain beneficiary CTI; OPT down to Neutral In Premier Li's Government Working Report (GWR) delivered on Mar 5 at the Two Sessions, "embodied AI" and "smart robotics" were mentioned multiple times. We view this as laying out future policy emphasis and pointing to the most important drivers for the sector ahead. According to the latest updates from corporates, 45% of our coverage names are proactive in expand ...