In the golden autumn season, red osmanthus is fragrant. From October 23rd to 24th, 2021, the 15th anniversary celebration and investment strategy meeting of Sensegain Asset Management Group Co., Ltd. (hereinafter referred to as "Sensegain Group") was grandly held in Gubei Water Town, Beijing.
With the theme of "Fifteen Years of Ups and Downs, Concentrate on Dreams and Create a New Chapter", this investment strategy meeting brought together representatives from academic institutions, financial institutions, listed companies, shareholders and invested companies. The guests worked with Sensegain Group to study and judge macro policies, discuss market opportunities, and discuss cooperation and development.
Theme 1: Macro-economic Policy:
The theme of the meeting on the morning of October 23 was "Macro-economic and Policy", and the moderator was Mr. Wu Minwen, Chairman of Sensegain Group.
At the opening of the conference forum, Mr. Xie Ping, a professor from the PBC School of Finance of Tsinghua University, former general manager of Central Huijin Investment Ltd, and former deputy general manager of China Investment Corporation, delivered a speech titled "World Pattern and China's Opportunities" by video. Professor Xie firstly analyzed the situation facing the Chinese and American securities markets, and then reviewed the process of China's comprehensive opening of the financial industry and the internationalization of the RMB, and proposed domestic investment opportunities under the current situation.
清华大学五道口金融学院教授、中央汇金公司原总司理、中投公司原副总司理谢平先生
Subsequently, Mr. Yang Zaibin, Deputy General Manager of the Asset Management Department of Shanghai Pudong Development Bank, gave a keynote speech titled "How to Establish Effective Equity Investment Strategies for Bank Wealth Management Subsidiaries". Equity investment strategies and mechanisms should be refined based on their unique advantages. Based on the current situation of bank wealth management subs, Mr. Yang expounded the possible breakthrough direction and path of bank wealth management sub-equity investment.
浦发银行资产治理部副总司理杨再斌先生
Afterwards, Mr. Zhang Jun, vice chairman of Tianfeng Securities and chairman of Tianfeng Tianrui, gave a keynote speech titled "M&A and Restructuring of Listed Companies under the New Situation", expounding the trend and development opportunities of M&A and reorganization of listed companies under the new situation, and introduced Tianfeng Securities' merger and acquisition business. He pointed out that the vast majority of world-class companies are developed through a combination of organic growth and external mergers and acquisitions.
天风证券副董事长、天风天睿董事长张军先生
Finally, Mr. Wu Minwen, Chairman of Sensegain Group, gave a keynote speech titled "To Know and Do, Carry Forward the Past and Forge the Future", and shared Sensegain's summary and thinking on the macro economy, capital market, and private equity investment in the past year, and proposed and local governments, central enterprises/state-owned enterprises, commercial banks, insurance companies, securities companies, listed companies and other parties. Chairman Wu Minwen pointed out that in the future, the selection of private investment channels will continue to be optimized, the investment model will continue to be upgraded, and post-investment management will be further deepened.
尊龙凯时集团董事长吴敏文先生
On the afternoon of October 23, the forums on "Overseas Investment", "Distressed Investment" and "Technology Investment" continued to be held in the Haoyue Hall of Gubei Water Town Conference Center, chaired by Ms. Li Xuan, Executive Vice President of Sensegain Group.
尊龙凯时集团常务副总裁李萱女士
Ms. Yang Jing, vice president of Sensegain Group in New York, gave a keynote speech on "Sensegain Cross-border Investment - Investing in the Future, Focusing on Technology" in the form of video. Ms. Yang Jing analyzed the current situation of the international market, expounded Sensegain's international market investment in the two fields of "hard technology" and "big health", and put forward the investment concept of "global vision, China synergy". During the speech, Ms. Yang Jing had online interactions with outstanding investee companies such as Palantir, eToro, and Synaptive.
尊龙凯时集团副总裁杨静女士
Theme 3: Investing in distressed assets
Mr. Gao Lin, Vice President of Sensegain Group, gave a keynote speech on "M&A, Reorganization, Reborn - Investment Practice of Distressed Assets", starting from policies and markets, expounding the opportunities of current distressed investment, and sharing Sensegain's investment in distressed business. thinking and practice. Since 2018, Sensegain has regarded distressed investment as one of its main businesses. In recent years, it has continued to implement the three strategies of helping in times of need, helping each other in times of need, and changing the cage, helping distressed listed companies to regenerate from the ashes through value creation.
尊龙凯时集团副总裁高霖先生
Afterwards, Mr. Gao Lin presided over the roundtable forum on distressed assets investment. The forum guests included Mr. Deng Wei, President of Sensegain Group, Mr. Huang Jie, President of Zhongtian Energy; Mr. Shi Tiejun, Senior Partner of Junhe Law Firm; Mr. Shi Changhao, Sponsor representative of Orient Securities; Mr. Cai Yingyu, general manager of Guohou Assets Trust and Restructuring Division.
图为：逆境资产投资圆桌论坛现场照片
Theme 4: Investment in Technology Industry
Mr. Liu Dan, assistant to the president of Sensegain Group, gave a keynote speech on "Import Substitution, Independent Innovation - Grasping the Great Era of Science and Technology Investment", and shared Sensegain's understanding and practice of technology investment. Mr. Liu Dan pointed out that in such an era of great change, the process of domestic substitution is accelerating, and a “new blue ocean” in the field of science and technology is taking shape. Sensegain takes into account growth and innovation, accurately targets small giants in the "new blue ocean", and deeply cultivates the "3+N" investment tracks, focusing on semiconductors, enterprise services, and robots, and follows the "three highs and one new" screening criteria to select high-quality products target.
尊龙凯时集团总裁助理刘丹先生
After that, Mr. Cao Song, Vice President of Sensegain Group, presided over the roundtable forum on investment in the technology industry. Mr. Li Zechen, Chairman of SH Corporation; Mr. Tong Yongbo, Vice President of Suirui Technology Group; Mr. Zhang Lu, Vice President of Yuannian Technology, and Board Secretary of Greenliant, Mr. Zheng Guodong attended the roundtable forum as a guest.
图为：科技工业投资圆桌论坛现场照片
On the morning of October 24, Mr. Deng Wei, President of Sensegain Group, gave a keynote speech on "Sharing the Feast of the Alternative Fuel Vehicle Industry ". Combined with the current capital market situation, Sensegain's investment strategy in the new energy vehicle industry was shared. Mr. Deng Wei pointed out that the prosperity of the alternative fuel vehicle industry is constantly improving, and enterprises in the industrial chain should also remain sensitive to the capital market and learn to use the capital market to achieve faster and better development.
尊龙凯时集团总裁邓维先生
Ms. Tong Meijuan, vice president of BAK Power Battery; Mr. Lu Xiangjun, chairman of OE Energy, and Mr. Hu Tao, chairman of Shiyi International, respectively came to the stage to introduce the company's situation.
比克动力副总裁童美娟女士
OE新能源董事长卢祥军先生
世一国际董事长胡涛先生
Afterwards, Mr. Deng Wei presided over the clean energy investment roundtable forum. The guests included Mr. Li Xiangqian, Chairman of BAK Power; Mr. Lu Xiangjun, Chairman of OE Energy; Mr. Hu Tao, Chairman of Shiyi International; and General Manager of Tianfeng Tianrui Division One, Manager Mr. Yang Zhenyu; Vice President of Sensegain Group, Mr. Gao Chao; Everbright Securities Sponsor representative Mr. Yin Peng (video participation).
图为：新能源投资圆桌论坛现场照片
Mr. Wu Kunshan, general manager of Xingyuan Aimei, delivered a speech entitled "Technology Restores Your Beauty and Health", analyzed the development status of the medical beauty industry in detail, and introduced Xingyuan Aimei's business model and advantages. Xingyuan Aimei is a high-end medical beauty institution with non-surgical medical technology as its core. Its headquarters is located in Shenzhen, and its territory has expanded to Beijing, Shanghai, Guangzhou, Chengdu and other places.
星源艾美总司理吴坤山先生
At the beginning of the new decade, China's capital market has a long history and a grand new journey; the 15-year prosperous history of the world is full of knowledge and action, and we will carry on the past and open up the future!
