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Foreign financial institutions bullish on China's hard-tech growth momentum_我的网站
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[ 资讯] 6月7日，我们从岚图官方了解到，其针对旗下中大型MPV——梦想家(参数|询价)推出6月限时购车政策，从即日起至6月30日期间，用户下定并交付岚图梦想家，可立省现金5.5万起，包括限时厂家补贴1万元，国家及地方政府补贴至高1.5万元，限时保险补贴5000元，限时享全品牌置换补贴5000元起，并享受限时3年0息金融政策（立省现金2万元起）。此外，用户在活动期间提车岚图梦想家，还可享受价值万元豪华套件0元升级，豪华套件包含流媒体后视镜、航空铝地板、铝合金踏板。作为了解，目前该车共有12款配置，售价区间为32.99-44.99万元。
China's high-tech exports surged over 50 percent year on year in July, well ahead of the 17.8-percent growth in total exports, customs data showed. The export gains are being mirrored in investment flows, with foreign funds moving into Chinese technology stocks and global indices adding newly listed hard-tech companies.
Rob Subbaraman, head of global macro research and co-head of global markets research at Nomura, said China's low-cost and abundant electricity supply, growing talent pool and early lead in physical AI are driving the rapid development of its AI industry chain.
China's development of open-weight models could accelerate their adoption by businesses, allowing productivity gains from AI as a general-purpose technology to spread more quickly across the economy, he said, citing models from Chinese firms including DeepSeek and Moonshot AI.
"The lower cost of these models was another advantage," he said, adding that the benefits could extend beyond China, particularly to emerging markets that could adopt cheaper Chinese AI models.
China's strength in advanced manufacturing has also become increasingly evident, said Robin Xing, chief China economist at Morgan Stanley, pointing to China's roughly half share of global installed new energy storage capacity and the rapid growth in outbound licensing deals for innovative drugs. These trends, he said, underpin the long-term investment case for China's hard-tech sector and leading manufacturers.
These strengths are increasingly being reflected in foreign investors' allocation decisions. This year, Goldman Sachs has twice raised its 12-month target for the CSI 300 on improving earnings momentum, and retained an overweight view on Chinese equities.
Kinger Lau, chief China equity strategist for Goldman Sachs Research, said the bank's positive view reflected improving earnings momentum, favorable macroeconomic and liquidity conditions. A-share equities offered international investors diversification benefits that remained underappreciated, along with attractive exposure to hard-tech and AI themes, he added.
Individual companies are drawing overseas interest too.
ChangXin Memory Technologies surged 465.82 percent on its debut on Shanghai's STAR Market last month, reaching a market capitalization of more than 3.2 trillion yuan (about 471.28 billion U.S. dollars).
U.S.-based Tema ETFs made the chipmaker a top holding at a 10.56 percent weight on its debut day, while MSCI officially added it to its China All Shares Index on Monday under a fast-track rule for large IPOs.
Robotics is where the enthusiasm is most visible. Unitree, set to become China's first mainland-listed humanoid robot maker, priced its Shanghai IPO at 150.8 yuan a share, representing 10 percent of its post-offering share capital. The offering is expected to raise about 6.1 billion yuan in gross proceeds.
That optimism, however, exists alongside broader economic pressures. Nathan Chow, senior economist at DBS Bank, said the imbalance between relatively strong supply and weak demand remained pronounced, with household consumption and some companies' profitability still under pressure.
Investment in infrastructure could help offset the weakness in private investment in the near term, while lowering logistics and energy costs and improving the efficiency of resource allocation over the longer term, Chow said. It could also strengthen supply chains and reduce the economy's exposure to external shocks and geopolitical risks, he added.
The implementation of policy measures would be key to sustaining the recovery in the second half of this year, analysts noted.
Economic management requires both easing the brakes and stepping on the accelerator, said Song Yu, chief China economist at UBS Securities, adding that faster fiscal spending and the use of bond proceeds, additional policy support and better coordination between fiscal and financial policies are needed, alongside measures to remove barriers to household consumption and improve the business environment.
"With stronger policy support and measures taking effect, China's economy is expected to maintain a steady recovery in the second half of the year," Chow said.
。同时，该车在座椅方面，其采用2+2+3的座椅布局，并支持第三排4/6翻折放倒，能够满足不同用车场景需求。尺寸方面，长宽高分别为5315/1980/1820mm，轴距为3200mm，定位为一款中大型MPV。值得一提的是，就在不久前岚图梦想家乾崑智驾ADS 3.3开启全量推送。
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C | 尾部方面，该车采用晶钻璀璨式尾灯组造型，配合中央的品牌LOGO以及大尺寸扰流板，创造出不错的视觉层次感。
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内饰方面，该车采用独立的液晶仪表以及悬浮式中控屏+副驾娱乐屏，配合贯穿式空调出风口，整体营造出不错的科技感。
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China's high-tech exports surged over 50 percent year on year in July, well ahead of the 17.8-percent growth in total exports, customs data showed. The export gains are being mirrored in investment flows, with foreign funds moving into Chinese technology stocks and global indices adding newly listed hard-tech companies.
Rob Subbaraman, head of global macro research and co-head of global markets research at Nomura, said China's low-cost and abundant electricity supply, growing talent pool and early lead in physical AI are driving the rapid development of its AI industry chain.
China's development of open-weight models could accelerate their adoption by businesses, allowing productivity gains from AI as a general-purpose technology to spread more quickly across the economy, he said, citing models from Chinese firms including DeepSeek and Moonshot AI.
"The lower cost of these models was another advantage," he said, adding that the benefits could extend beyond China, particularly to emerging markets that could adopt cheaper Chinese AI models.
China's strength in advanced manufacturing has also become increasingly evident, said Robin Xing, chief China economist at Morgan Stanley, pointing to China's roughly half share of global installed new energy storage capacity and the rapid growth in outbound licensing deals for innovative drugs. These trends, he said, underpin the long-term investment case for China's hard-tech sector and leading manufacturers.
These strengths are increasingly being reflected in foreign investors' allocation decisions. This year, Goldman Sachs has twice raised its 12-month target for the CSI 300 on improving earnings momentum, and retained an overweight view on Chinese equities.
Kinger Lau, chief China equity strategist for Goldman Sachs Research, said the bank's positive view reflected improving earnings momentum, favorable macroeconomic and liquidity conditions. A-share equities offered international investors diversification benefits that remained underappreciated, along with attractive exposure to hard-tech and AI themes, he added.
Individual companies are drawing overseas interest too.
ChangXin Memory Technologies surged 465.82 percent on its debut on Shanghai's STAR Market last month, reaching a market capitalization of more than 3.2 trillion yuan (about 471.28 billion U.S. dollars).
U.S.-based Tema ETFs made the chipmaker a top holding at a 10.56 percent weight on its debut day, while MSCI officially added it to its China All Shares Index on Monday under a fast-track rule for large IPOs.
Robotics is where the enthusiasm is most visible. Unitree, set to become China's first mainland-listed humanoid robot maker, priced its Shanghai IPO at 150.8 yuan a share, representing 10 percent of its post-offering share capital. The offering is expected to raise about 6.1 billion yuan in gross proceeds.
That optimism, however, exists alongside broader economic pressures. Nathan Chow, senior economist at DBS Bank, said the imbalance between relatively strong supply and weak demand remained pronounced, with household consumption and some companies' profitability still under pressure.
Investment in infrastructure could help offset the weakness in private investment in the near term, while lowering logistics and energy costs and improving the efficiency of resource allocation over the longer term, Chow said. It could also strengthen supply chains and reduce the economy's exposure to external shocks and geopolitical risks, he added.
The implementation of policy measures would be key to sustaining the recovery in the second half of this year, analysts noted.
Economic management requires both easing the brakes and stepping on the accelerator, said Song Yu, chief China economist at UBS Securities, adding that faster fiscal spending and the use of bond proceeds, additional policy support and better coordination between fiscal and financial policies are needed, alongside measures to remove barriers to household consumption and improve the business environment.
"With stronger policy support and measures taking effect, China's economy is expected to maintain a steady recovery in the second half of the year," Chow said.
。同时，该车在座椅方面，其采用2+2+3的座椅布局，并支持第三排4/6翻折放倒，能够满足不同用车场景需求。尺寸方面，长宽高分别为5315/1980/1820mm，轴距为3200mm，定位为一款中大型MPV。值得一提的是，就在不久前岚图梦想家乾崑智驾ADS 3.3开启全量推送。
F | 此次OTA升级将新增13项全新功能、优化18项驾驶体验。其中，乾崑智驾ADS 3.3将新增eAES增强型自动紧急转向辅助、GAEB异形障碍物防碰撞、领航/巡航时风险场景自适应远光灯切换。
G | 优化障碍物告警显示、园区巡航限速功能（车速上限由35km/h调整至50km/h)、智能辅助驾驶语音提示功能、智能通勤导航功能；岚图梦想家鲲鹏版OTA 2.0也迎来升级，新增视觉城市车道级导航、导航&巡航支持“绿波车速”提示、地点微详情动态信息、未来出行精准预估时长和拥堵、语音控制全时免唤醒Beta版、语音控制就近播报。多屏互动新增屏间流转、应用全开等功能。此外，此次升级还将针对车机生态娱乐、细节功能方面进行升级。动力方面，目前现款岚图梦想家提供插混和纯电动力可选，插混版发动机最大功率150马力，综合功率571马力，CLTC工况纯电续航235km，综合续航1411km；纯电版采用双电机四驱，最大功率435马力，纯电续航650km。（文/ 周易）
Current article:http://www.hanninhuaxituochunkui.pics/l1vwlf4/20260826/76164.pptx
Published on:04:47:05
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