Foreign institutional investors conducted a total of nearly 1400 surveys on Shanghai-listed companies within the year, with a focus on sectors such as semiconductors and high-end equipment.

"The importance of Chinese assets in the global supply chain is increasing." Recently, Zhu Chaoping, senior global market strategist at Morgan Asset Management China, stated at the "2026 Market Outlook Forum" in Shanghai: "Since last year, we have observed that with the continuous expansion of artificial intelligence infrastructure, the global supply chain's dependence on Chinese manufacturing is rising." He revealed: "As early as 2024 when Chinese A-shares were at a low point, we were paying attention to industrial targets that follow the supply and demand cycles of artificial intelligence infrastructure, and these judgments have been mostly validated in the past two years." Since 2026, foreign institutional investors have been increasingly researching A-share listed companies. According to Wind statistics, as of April 10th this year, foreign institutions have conducted a total of nearly 1400 research visits to Shanghai-listed companies, covering about 190 companies, with a focus on industries such as semiconductors, high-end equipment, smart hardware, and innovative pharmaceuticals. Against the backdrop of increasing global uncertainty, the intensive research by foreign institutions on A-share companies highlights their attention and recognition of the security and stability of Chinese assets.