2 Insights with Topic: 工業自動化
China’s A-share market is turning the corner, as investors looking past weak data and piling back into growth. Signs of rotation by domestic investors from bank deposits and safe haven assets to equity market increasingly validate investor confidence is back. Policy momentum, attractive valuations, and light foreign positioning are fueling a durable rally, echoing the 2016 supply-side reform. Leadership is shifting decisively to innovation-driven sectors — from biotech and healthcare to solar, AI, and robotics — where structural growth and global relevance are accelerating, and are expected to be important focus in China’s upcoming 15th Five Year Plan. In this article, our Partner & Co-CIO David Lai and Portfolio Manager Alex Chu discuss why, with sentiment improving and risk appetite returning, the best way to play China’s new growth cycle is through high-conviction exposure via Premia’s STAR50 ETF and CSI Caixin New Economy ETF.
Aug 26, 2025
Even for the prepared and informed, at the recent World Artificial Intelligence Conference (WAIC 2025), China has still taken the world by surprise with the debutante of its fleet of over 150 AI-powered humanoid robots. Indeed 2025 marks the beginning of commercialization and production of these futuristic robots, now made reality. While humanoid robots have captured the imagination of the popular media, there has been a more important revolution in the broader robotics industry, where China has emerged, as the global powerhouse, just as it did in renewable energy and electric vehicles. In this article, we discuss how humanoid industrial robots have quickly been integrated in China’s production lines, filling the productivity void from the country’s aging population, while further driving down the manufacturing production costs with high degree of automation with these embodied AI applications.
Aug 06, 2025