Chuangjinhexin Wang Xianwei: Beijiao will specialize in emerging companies and will benefit from the AI technology wave dividend.

On November 16th, at the institutional investor exchange meeting of the North Exchange, Wang Xianwei, the fund manager of Churin Heshin Fund, stated in his speech that specialized and new enterprises in the North Exchange will be beneficiaries of the current AI technology wave. He mentioned that firstly, the emergence of new commercial products has generated new incremental demand, such as in the industries of robots and intelligent driving. Many specialized and new enterprises have adapted to the needs and development of the domestic industrial chain, receiving a large number of high-quality orders and boosting performance. Secondly, AI technology has also brought incremental demand to many traditional industries. As a country with a complete range of industries, China provides a broad market for industrial innovation and transformation. Additionally, he emphasized that most specialized and new enterprises are located in upstream sectors such as new materials, special equipment, core components, scientific instruments, raw materials, etc. In this wave of domestic substitution and self-replacement, these enterprises are more likely to significantly benefit.