As the fourth technological revolution sweeps across the globe, with AI and large model technologies reaching critical breakthroughs, capital engines are driving the revaluation of Chinese assets at an unprecedented pace. The Hang Seng Index surged 28% in a single quarter, while the Hang Seng Tech Index rebounded over 50% year-to-date. Southbound capital inflows hit a record high in the first three quarters, and the Hong Kong market's P/E ratio jumped from the 10th percentile to the 40th—a "new tech + new bull market" rally, fueled by both policy and liquidity, is taking shape, with funds rapidly flowing into China's undervalued assets.
As the year draws to a close, how will market trends evolve? The **10th Zhitong Finance Capital Markets Annual Conference**, co-hosted by Zhitong Finance (the leading Hong Kong and U.S. stock information platform) and XinZhi Fund (a one-stop service platform for Chinese overseas private equity funds), exclusively organized by "Winter Sunshine," and supported by S&P Global Market Intelligence and CITIZEN, will take place in **Shenzhen and Hong Kong from December 3–5, 2025**.
Under the theme **"Riding the Hong Kong Stock Rally: Bull Market Dawns in the East 2026,"** the conference will feature six core agendas, bringing together global capital forces to explore leading sectors as the easing cycle nears its end and the long-term growth potential of Chinese assets.
**Dual-City Synergy, Intellectual Exchange** The **Keynote Forum**, the conference’s core engine, will kick off in **Shenzhen on December 3**, featuring heavyweight speakers including **Morgan Stanley’s China Chief Economist Xing Ziqiang**, **DBS Bank (Hong Kong) Managing Director and Chief China Economist Ji Mo**, renowned economist **Hong Hao**, and **Nanfang Fund’s International Business Head and Fund Manager Yun Lei**. They will dissect cross-border capital flows and Hong Kong stocks’ relative valuation opportunities amid the liquidity inflection point, setting the tone for **forward-looking investing**.
**Decoding the Long-Term Bull Case for Biotech** The **Biotech Sub-Forum** will follow in the afternoon, with innovative drugmakers like **Antengene-B (06996.HK)**, **Abbisko-B (02256.HK)**, **Jacobio-B (01167.HK)**, and **Canbridge-B (01228.HK)** sharing updates on clinical pipelines and commercialization roadmaps, illustrating the "long-term biotech bull run" through R&D milestones and revenue inflection points.
**Corporate Roadshow Extravaganza (Invited List Continuously Updated)** Over **80 Hong Kong and U.S.-listed companies**, including **HK & China Gas (00003.HK)**, **WuXi XDC (02268.HK)**, **Mao Geping (01318.HK)**, **China Power (02380.HK)**, **Unisound (09678.HK)**, **Simcere Pharma (02096.HK)**, **CMS (00867.HK)**, **China Comservice (00552.HK)**, **Joyson Elec (00699.HK)**, **Fourth Paradigm (06682.HK)**, and **CGN Mining (01164.HK)**, will present intensive roadshows, offering investors deep engagement opportunities to identify high-quality targets.
**Global Capital Strategy Dialogue** On **December 4**, the **3rd Overseas Chinese Funds Summit & XinZhi Awards Ceremony** will convene **100 top global dollar fund managers** for four strategic roundtables: 1) **Paradigm Shift**: Reconstructing global capital allocation algorithms amid geopolitical recalibration. 2) **Cognitive Warfare**: Pricing "truth" in the fog of information. 3) **The Frontier of Strategy**: Hunting for low-correlation alpha. 4) **Capital’s Mission in a Post-Scarcity Era**: Investing in people, machines, and intelligence. The event will conclude with the **XinZhi Awards**, mapping the evolution of investment strategies from tactics to long-term vision.
**Hong Kong Takes the Baton** On **December 5**, the **7th Golden Central** will continue the high-level dialogue in **Hong Kong**, blending cutting-edge tech breakthroughs with global capital trends to explore new paradigms, sectors, and dividends in the tech revolution.
With its **unique dual-city format, elite speaker lineup, and unparalleled capital ecosystem**, this conference is a must-attend for investors looking to ride the next Hong Kong stock rally.
**Registration**: Add WeChat ID **zhitongresearch** or contact: - Mainland: Zhitong Customer Service – (86) 13691842902 - Hong Kong: Mr. Zhang – (852) 56067965 - Email: jinganggu@zhitongcaijing.com
