Jefferies：中国经济弱复苏中的阿尔法信号

ASIA-PACIFIC excl. Japan | Industrials Equity Research Alpha Signals in China's Fragile Recovery China's manufacturing is undergoing a complex transition shaped by domestic consumption shifts, global trade dynamics, and technology innovation. We summarize our insights from recent field research across the YRD region, by answering the questions on recent demand momentum domestically and globally, as well as the alpha opportunities we've seen from differentiation, globalization, import substitution and new ec ...