Shenwan Hongyuan Zhou Haichen: Chinese assets are entering a strategic period of reevaluation, repricing, and reallocation.

On June 10th, the Shenwan Hongyuan 2026 Capital Market Summer Strategy Conference was held in Shenzhen. Zhou Haichen, Vice General Manager of Shenwan Hongyuan Securities and Secretary of the Research Institute's Party Committee and Chairman, stated at the conference that Chinese assets are entering a strategic period of reevaluation, repricing, and reallocation. The value reassessment of Chinese assets is no longer simply dependent on policy support or driven by a single industry in a phase of market, but is coming from the synchronous resonance of three major forces: macroeconomic recovery, industrial structure upgrading, and capital market reform.