Global Business

China

As a global market, the Chinese market continues to attract global investors. In the next 10 years, China's economic growth will continue to account for about 30% of global growth. For global enterprises, it means huge development opportunities.

Our strategy in China will focus on live streaming, ride hailing services, three-dimensional transportation projects, and the new economy. Many of our partners come from China and have extensive connections and investment experience in China. We will leverage this to provide our clients with the best investment portfolio.

    
Focusing on new quality productivity and hard technology fields, diversified market exit channels such as mergers and acquisitions will be more smooth. The group invests in three key industries:
    
One is the direction of "artificial intelligence+" as the long-term main line of technology investment. It mainly includes three levels: first, long-term investment opportunities in the domestic computing power industry chain, with key attention paid to links such as computing chips, supporting equipment, AIDC, etc; Secondly, there are investment opportunities for the gradual application and implementation of large models in vertical fields; The third is investment opportunities at the AI+terminal level, such as end-to-end AI, autonomous driving, and humanoid robots.
    

The second is the direction of low altitude economy. The report believes that in recent years, China's airspace reform has continued to advance, and pilot cities for low altitude economy have begun to be launched. Under the guidance of policies, the market is accelerating its cultivation. With the imminent breakthrough of eVTOL technology, China's low altitude economy industry is expected to usher in an explosive singularity.
    
Third, investment opportunities for commercial aerospace to accelerate the deployment of satellite Internet. The report believes that in the next few years, the opening of commercial launch sites in Hainan will greatly improve the efficiency of China's commercial rocket launches, and is expected to promote more private capital participation. It is worth paying special attention to sub sectors such as aerospace materials and components, rocket and satellite manufacturing, as well as investment opportunities in various innovative application models such as "satellite+transportation", "satellite+agriculture", and "satellite+energy".