Xinhua | February 21, 2025
A robot has a coffee in a park in the Guangming district in Shenzhen, Guangdong province in southern China, November 27, 2024. (Xinhua / Liang Xu)
Foreign investors are increasingly turning their attention to the Chinese A-Share market, with a particular emphasis on emerging IA and robotics opportunities.
Nearly 100 foreign institutions are actively looking for companies listed in a-share of China since February, conducting surveys in more than 60 listed companies, the Xinhua financial newspaper reported, Shanghai Securities Journal.
Analysts have concluded that the trend highlights the growing interest of global investors for China’s progress in Large -scale AI models, robotics and industrial application chains.
The momentum follows a wave of innovations focused on technology, illustrated by the recent breakthroughs of the National Society of AI Deepseek and viral performances by dancing robots during the Gala of the National Televised Spring Festival.
Foreign investors have actively engaged with listed Chinese companies to collect information on subjects such as the potential impact of Deepseek on the AI industry, future industry trends in the development of the robot and flea sector, among others.
Kong Rong, analyst at TF Securities, said that China should see an increase in IA application opportunities, covering business -oriented sectors and consumer -oriented areas, such as advertising, finance and health care. The Chinese AI industry is about to attract increased global investments, which has potentially strengthened the assessment of the entire IA industrial chain.
Several companies have shared their future robotics plans with foreign investors. Unulumin has revealed its intention to upgrade its static robots in mobile and intelligent humanoid robots to respond to the evolutionary requests for the AI Companies’ products market.
Orbbecc said that the humanoid robots sector is experiencing a clear upgrade trend with many industry giants entering the supply chain. The humanoid robot market is ready for rapid growth in the coming years, and the company’s visual perception products of the company should benefit from this wave of development.
Addressing the comparative forces of inner and foreign vision manufacturers, OPT Minderning Tech noted that national companies have a more in -depth understanding of the local customer needs and market dynamics. Consequently, national companies can respond quickly to customer demands, with delivery cycles and shorter costs of costs, positioning them for the increase in market share from year to year.
Foreign institutions have also focused on the growth in the development of Chinese flea industry. Since February, Montage Technology has welcomed more than 40 foreign institutions. The development of the various fleas of the company was a burning subject of research.
Montage Technology said its new flea products support a maximum speed of 12,800 million transfers per second, aimed at providing superior memory performance to new generation computer platforms. Development meets urgent bandwidth demand in high performance IT and artificial intelligence applications.
China’s technological innovation boom has motivated the reassessment of asset values. Since the beginning of 2025, Chinese technological companies have shown impressive performance on stock markets, the Xinhua financial newspaper, China Securities Journal reported.
On the A-Share market, the IT sector has increased 20% since the start of this year. On the Hong Kong market, Alibaba’s actions have increased by more than 50%, while Xiaomi, Kuaishou and Lenovo have seen their equity prices increase by more than 20%.
The concept of “Magnifiment Seven” on the American market refers to a group of seven highly efficient and influential actions in the technology sector, including giants like Apple, Microsoft and Nvidia. The high performance of Chinese technological actions has sparked discussions on the potential members of “China Magnifiment Seven”. A recent report by Huatai Securities suggests that Xiaomi, Byd, Smic, Alibaba, Tencent and Meitan are ready to become basic technological assets in China, according to China Securities Journal.
While Chinese technological companies continue to make breakthroughs, an increasing number of foreign financial institutions have expressed their optimism about the prospect of the Chinese market.
“We believe that 2025 is the year when the world of investments realizes that China exceeds the rest of the world,” said Deutsche Bank in a recent report. “It becomes impossible not to recognize that its companies offer a higher quality / price ratio, and often superior quality, in several manufacturing spheres and more and more services.”