為何現在是時候重新考慮中國?


中國正在轉變,其經濟增長更多地由科技、數據和科學方面的創新和投資所推動,中國的資本市場亦蓬勃發展,逐漸融合成為全球金融體系的一部分。

現時是時候率先把握投資機遇。



創新、轉型和投資:中國增長的主要動力


與傳統製造業相比,電子商務、生物科技及電動汽車等先進製造業可望為中國經濟帶來更多增值,投資流向亦反映這一趨勢。中國在這些領域的領導地位令其不再被視為模仿他人成功的國家。

「未來的中國」將會如何?

中國部分最明顯的轉變包括國內品牌崛起、對可持續性日益重視以及致力在先進科技領域處於領導地位。在研發和基建投資的支持下,這些方面的轉型或會在未來數十年改變中國經濟的面貌。

  • 產品質素改善加強了本土品牌的主導地位
  • 2010年,本地品牌智能手機僅佔全國銷售的10%,現時則接近90%1
     

  • 中國計劃在2060年實現碳中和(並在2030年之前達到二氧化碳排放峰值)
  • 中國在過去十年一直是可再生能源的最大投資者2

  • 健康護理:藥物研發起飛,中國是全球最大的基因數據庫3
  • 加密貨幣:留意全球主要經濟體中第一隻真正的數碼貨幣

中國如何助您實現投資多元化?

Icon: directions 過往,中國市場與其他主要市場的相關性較低,意味著它們的走勢時常朝不同的方向發展,這或可帶來多元化好處。

Icon:chart 中國股票在多個交易所上市,包括深圳和香港上市以至納斯達克等科創板。

Icon: coins 債券可以在在岸和離岸市場交易,以美元或人民幣計價,以實現多元化目標。


投資中國,我們擁有廣泛而深厚的專業知識

在許多方面,中國是一個獨特的市場,許多投資者仍然對其不熟悉。尋找一個了解這個充滿活力的市場的夥伴十分重要。在安聯投資,我們的投資平台具備優秀的研究能力,包括來自我們Grassroots Research®團隊的專有獨到見解,以及駐於中國和亞洲各地的研究人員。

China expertise

探索更多中國投資洞見

我們的專家定期提供有關中國的投資見解,助您進一步了解這個充滿活力的市場的最新信息。

04/05/2023

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27/01/2023

10/01/2023

14/12/2022

了解更多可投資主題

Navigating Rates

駕馭利率變化

地緣政治與科技發展正在顛覆長久以來的全球格局與重心,身處這種環境,我們更要採取主動的投資策略。儘管各地央行預期會陸續減息,但息口下調的步伐並不一致,市場很可能會持續波動,市場前景也變得難以預測,即使在短期內也是如此。因此,靈活應變的策略相當重要。

我們深信,在動盪中往往會孕育著投資機會,關鍵在於持續參與市場,並適時重整投資組合。投資者應重新思考多元化的投資策略:在傳統資產類別中深化配置,同時探索更加廣泛、相關性較低的資產類別。目前正是一個需要保持多元分散、為未知做好準備並把握嶄新機遇的時刻,我們的團隊在公開與私募市場都能提供專業實力及觀點,發揮重要價值。

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Embracing Disruption

擁抱創新力量

我們認為,目前正是重新定義何謂「顛覆」的時候。顛覆力量本來只是科技行業的專屬名詞,但隨著人工智能和其他革命性科技日益獲得廣泛應用,這種力量已滲入到各行各業。
科技帶來種種巨變,這一波嶄新的顛覆浪潮或將改寫我們日常生活的各方面。隨著中國在電動車等高端產業取得領導地位、印度又矢志成為新興大國,國際地緣政治也將有所不同。
這個全新的顛覆時代會帶來極為深遠廣大的影響,只要我們並肩同行,便可擁抱當中迸發的機會。

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Achieving Sustainability

實現可持續發展

可持續投資正迅速冒起。市場預期可持續投資的衡量準則日益提升、其影響力亦與日俱增,使流入可持續投資的資金增加。可持續投資正在經歷蛻變之旅:由最初專注於環境、社會及管治(ESG)主導的風險管理,改為帶有明確目標的可持續解決方案,並最終轉變為能夠衡量環境或社會效益的創效投資策略。
我們相信,這種推動現實世界變革的方向,將會成為未來十年的大趨勢。無論您有何目標,我們都會在旅程的不同階段中與您並肩同行,為您提供精心部署,從而實現可持續的投資成果。

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Interpreting China

驅動基礎建設轉型

基建設施是一個經濟和社會得以穩步發展的骨幹,但世界現存的基建設施,並不足以應付明日的需要。基建涉及到大量投資,尤其是當社會正在轉型至綠色能源時。因此,私人資本可以發揮一已所長,為重大的基建項目提供融資需要。
投資者可以透過多種方式來參與這個複雜的資產類別,亦可基於不同的資本結構、投資地區及期限來揀選適合自己的部署。
憑藉我們的專業知識和市場准入實力,我們會一直與投資者並肩合作,為明日的基建設施鋪設康莊大道。

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  • What will the "China of the future" look like?
    1. Source: Chinese Academy of Information and Communication Technology, data cited in Aroged, July 2021.
    2. Source: Global Trends in Renewable Energy Investment 2019, United Nations Environment Programme, September 2019.
    3. Source: Building of the World’s Largest DNA Database: The China Case, Ausma Bernot, December 2020.


    How can China help diversify your investments?
    Diversification does not guarantee a profit or protect against losses.


    Infograph: Allianz Global Investors’ China expertise
    Source: Allianz Global Investors. Assets under management data as at 30 April 2022.

    The Grassroots Research® division of Allianz Global Investors commissions investigative market research for asset-management professionals. Research data used to generate Grassroots Research® reports are received from independent, third-party contractors who supply research that, as far as permissible by applicable laws and regulations, may be paid for by commissions generated by trades executed on behalf of clients.

     

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