This report outlines investment takeaways from the Summer Davos meeting, focusing on US-China dynamics, China's resilient export strategy, and the growth of AI-related power infrastructure.
Key Takeaways
- 1.US-China relations may see a floor due to a new negotiating framework, supporting sentiment.
- 2.China continues to defend its export strength in green tech and autos despite global trade barriers.
- 3.AI infrastructure is shifting focus to power demand, favoring China's grid capacity and renewable integration.
Table of Contents
- US-China rivalry and interdependence remain intertwined
- Top picks within China equities
- Dalian gave Beijing a stage to answer export critics
- China autos' production capacities paved for growing exports
- 'No power, no AI' is already a market reality
- New structural drivers for China's power demand
- EU is Chinese ESS players' key target market
- From Dalian themes to portfolio discipline
- Risk table
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Authors
Eva LeeJon GordonAllen Pu
Securities
9988.HK300750 CSBYD
Themes
Energy Infrastructure for AIUS-China Geopolitical Competition
Regions
Asia PacificEuropeChinaUnited States