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CIF Agenda
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Agenda 日程表

China Investor Forum 2025
中国投资年会

Wednesday, November 12

08:55 - 09:00

Opening Remarks

 

Speaker:

Mr. Jumpei Kawamae, President, Nomura International (Hong Kong) Limited

09:00 - 09:50

The Global Economic Outlook

 

Moderator:

Mr. Rob Subbaraman, Head of Global Macro Research, Nomura 

Speakers:

Dr. Kyohei Morita, Chief Japan Economist, Nomura

Dr. David Seif, Chief Economist, Developed Markets, Nomura *virtual*

Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura

10:00 - 10:50

Keynote: China-U.S. Relations

Moderator:

Dr. Ting Lu, Chief China Economist, Nomura

Speaker:

Dr. Wei Da, Director of CISS; Professor, School of Social Sciences, Tsinghua University

11:00 - 11:50

China Economic and Equity Market Outlook

Speakers:

Dr. Ting Gao, Head of Research and Chief of Strategy, Nomura Orient International Securities 
Dr. Ting Lu, Chief China Economist, Nomura 

12:00 - 13:20

Lunch Keynote: The Driver of Three Ts: Trump, Tariff and Trade

Speaker:

Mr. Richard Koo, Chief Economist, Nomura Research Institute 

13:30 - 14:20

Global FX and Rates

Moderator:

Ms. Cissy Chen, Macro Sales, Nomura

Speakers:
Ms. Vicky Chen, Asia FX Strategist, Nomura 
Ms. Clair Gao, Vice President, Rates Strategist - Asia ex-Japan, Nomura 
Mr. Longtao Tian, Head of Greater China FX & Rates Trading, Nomura 

14:30 - 15:20

Future Consumers, Future Markets: Chinese Brands in the Global Arena?

Moderators:

Mr. Jizhou Dong, China Consumer & Property Research, Nomura

Ms. Yingqiu Zhang, Consumer Discretionary Research, Nomura Orient International Securities

Speaker:

Mr. Jiayi Fang, CEO, Kunpeng Global

15:30 - 16:20

Humanoid Robotics: Scaling Applications in Industry and Home

Moderators:

Mr. Frank Fan, Greater China Advanced Manufacturing Research, Nomura 
Mr. Xiaoming Ma, Head of Power Equipment and New Energy Research, Nomura Orient International Securities 

 

Speakers:

Mr. Jimmy Zhang, Deputy General Manager, CFO and Secretary to the Board, UBTech

Mr. Guangzhi Zhao, Co-Founder, Lumos Robotics 

16:20 - 17:10

Global LLM Development and Gen AI Application Outlook

​​

Moderator:

Mr. Bing Duan, Analyst, China Telecom & Technology Research, Nomura 

Speaker:

Expert, Head of the AI big model team at Shenzhen Bixin Electronics Co., Ltd

17:10 - 18:00

AI Semi and HBM Progress in China 

​​

Moderators:

Ms. Anne Lee, Analyst, Technology – Handset, EMS, Camera, and Components Research, Nomura

Mr. Donnie Teng, Analyst, Greater China Semiconductor & Technology Research, Nomura

Speaker:

Mr. Liang Fang, Company Secretary, Director of Strategic Development, ChipGPT

CIF Agenda Day 1

Thursday, November 13

09:00 - 09:50

Expert Session: Autonomous driving

 

Moderator:

Mr. Bing Duan, Analyst, China Telecom & Technology Research, Nomura

Speaker:

Mr. Xiaokang Zheng, Founder and chief writer of a reputable media channel on Weibo, focusing on EV and intelligent vehicle

10:00 - 10:50

Expert Session: Investment Opportunities in China's IP Ecosystem Through Japan's Lens

 

Moderator:

Ms. Yingqiu Zhang, Consumer Discretionary Research, Nomura Orient International Securities

Speaker:

Mr. Chen Chen, IP Strategy Planning, Orange Cat Industry

11:00 - 11:50

Expert Session: Solar Industry Supply Side Reform

Moderators:

Mr. Frank Fan, Greater China Advanced Manufacturing Research, Nomura

Mr. Ethan Zhang, CFA, China New Energy, Technology & Telecom Research, Nomura

Speaker:

Solar Analyst

12:00 - 12:50

Expert Session: Humanoid Robot and its Application

Moderator:

Mr. Frank Fan, Greater China Advanced Manufacturing Research, Nomura

Speakers:

Dr. Eric Guo, Founder & CEO, AI² Robotics

13:30 - 14:20

Expert Session: Global Liquid Cooling Market Update and Technology Trend

Moderator:

Mr. Bing Duan, Analyst, China Telecom & Technology Research, Nomura

Speaker:

To be announced

14:30 - 15:20

Expert Session: China Innovative Drug License Out

Moderator:
Mr. Jialin Zhang, CFA, CPA, Head of China Healthcare Research, Nomura

 

Speaker:

To be announced

11月12日  星期三

08:55 - 09:00

开幕致辞

致辞人:

川前順平先生, 野村国际(香港)有限公司社长

09:00 - 09:50

全球经济展望

主持人:

苏博文先生, 野村全球宏观研究主管及全球市场研究部联席主管

演讲嘉宾:

森田京平博士, 野村日本首席经济学家

David Seif 博士, 野村发达市场首席经济学家 *线上*

Sonal Varma女士, 野村亚洲及印度(除日本外)首席经济学家

10:00 - 10:50

主题演讲:中美关系

主持人:

陆挺博士, 野村中国首席经济学家

演讲嘉宾:

达巍博士, 清华大学战略与安全研究中心主任兼国际关系学系教授

11:00 - 11:50

中国经济及资本市场展望

演讲嘉宾:

高挺博士, 野村东方国际证券研究部总经理、A股首席策略分析师

陆挺博士, 野村中国香港首席经济学家

12:00 - 13:20

午餐主题演讲: 三T动力:特朗普,关税与贸易


演讲嘉宾:

辜朝明先生, 野村综合研究所首席经济学家

13:30 - 14:20

全球汇率和利率展望

主持人:

陈纯女士, 野村外汇及利率销售

演讲嘉宾:

陈梓漪女士, 野村外汇策略师

高路延女士, 野村利率策略师

田隆涛先生, 野村大中华区外汇及利率交易主管

14:30 - 15:20

新消费与新市场:中国品牌的全球化机遇

主持人:

董季舟先生, 野村中国消费和房地产行业分析师

张影秋女士, 野村东方国际证券研究部可选消费行业首席分析师

演讲嘉宾:

房家毅先生, 鲲鹏出海首席执行官

15:30 - 16:20

人形机器人:工业与家庭领域的规模化应用

主持人:

樊杨先生, 野村大中华区先进制造业分析师

马晓明先生, 野村东方国际证券研究部电力设备与新能源行业首席分析师

演讲嘉宾:

张钜先生, 优比选首席财务官兼董事会秘书

赵广智先生, 鹿明机器人联合创始人

16:20 - 17:10

大模型及生成式人工智能应用全球化趋势

主持人:

段冰先生, 野村中国科技及电讯行业分析师

演讲嘉宾:

专家, 深圳市比心电子有限公司AI大模型团队负责人

17:10 - 18:00

中国国产AI芯片与HBM的进程与挑战

主持人:

李佳伶女士, 野村大中华区科技/手机硬件分析师

滕喆安先生, 野村大中华区半导体及科技分析师

演讲嘉宾:

方亮先生, 上海芯率智能科技有限公司董事会秘书兼战略发展总监

CN agenda

11月13日  星期四

09:00 - 09:50

专家会议L4 无人驾驶

主持人:

段冰先生, 野村中国科技及电讯行业分析师

演讲嘉宾:

郑晓康先生, 智能电动汽车媒体类星频道创始人、主笔

10:00 - 10:50

专家会议:借鉴日本IP发展经验看中国IP未来走势

主持人:

张影秋女士, 野村东方国际证券研究部可选消费行业首席分析师

演讲嘉宾:

陈晨先生, 橘猫工业商品企划

11:00 - 11:50

专家会议:光伏行业供给侧改革

主持人:

樊杨先生, 野村大中华区先进制造业分析师

张康先生, 野村中国新能源,科技及电讯行业分析师

演讲嘉宾:

太阳能行业分析师

12:00 - 12:50

专家会议:探索人形机器人

 

主持人:

樊杨先生, 野村大中华区先进制造业分析师


演讲嘉宾:

郭彦东博士, 智平方(深圳)科技有限公司创始人兼首席执行官

13:30 - 14:20

专家会议:全球液冷市场动态及技术趋势

主持人:

段冰先生, 野村中国科技及电讯行业分析师

演讲嘉宾:

待定

14:30 - 15:20

专家会议:中国创新药许可输出

主持人:

张佳林先生, 野村中国香港医药研究部主管

演讲嘉宾:

待定

Disclaimer:

This event is being jointly organized by Nomura International Hong Kong Ltd ("NIHK") and Nomura Orient International Securities Co Ltd ("NOI") for their respective clients and/or potential clients for their general information and education. NIHK which is regulated by the Securities and Futures Commission in Hong Kong SAR, and is not licensed to provide financial products and services in the PRC. This event does not constitute an offer or a solicitation of an offer to buy or sell financial products or services to you, nor does it intend to induce or solicit any sensitive information, important data or any other data that should not otherwise be provided by attendees without proper approvals. NIHK and NOI may invite representative of their affiliates or other third-party organizations to join as guest speaker but neither NIHK nor NOI have sought to independently verify the view and information that you may receive from such speaker or the institution he/she represents during the event and make no representations or warranties as to accuracy, completeness or reliability of such view and information. Neither NIHK nor NOI takes any responsibility for that information whatsoever. While this event is jointly hosted by NIHK and NOI, neither NIHK nor NOI is an agent of each other. As the cohosts of this event, NIHK and NOI will send event invitations to you. If you receive the invitation from any person other than the cohosts, please note that such person is not an agent of NIHK or NOI, and neither NIHK nor NOI takes responsibility for the behaviors or actions of such person. Please note that this event may be recorded. Where requested by a relevant listed issuer or to meet regulatory requirements, the recordings of such event, transcripts of the call, and/or other relevant materials may be provided to the local exchange or regulator or to the listed issuer and be published on the listed issuer’s website. 

NIHK and NOI will process your personal data for purposes in connection with the event and for future events, such as the general administration and organisation of the event or to invite you to future events that you may be interested in. Your personal data may be shared with third parties involved in the event, such as a relevant listed issuer or local exchange or regulator for purposes mentioned above; the venue provider and other third parties who are involved in the administration of the event; and/or Nomura group companies, in accordance with the applicable Nomura Group Privacy Policy. Further information about the Nomura Group privacy policies can be found here. Where requested by a third-party guest speaker from a listed company, we may share your personal data with them for their records and/or for them to connect with the organisation you represent to enhance investor relations. Nomura and NOI are not responsible for and do not control the relevant listed issuer’s use of your personal data, which will be in accordance with their own privacy policies. If you do not wish for your personal data to be shared in the above manner, you may choose not to register for the event. By registering for the event, you acknowledge and agree to the terms above and the Nomura Group Privacy Policy. 
 

免责声明

本次活动由野村国际香港有限公司(“NIHK”)和野村东方国际证券有限公司(“NOI”)联合举办,供其各自客户和/或潜在客户获取一般信息和教育。 NIHK 受香港特别行政区证券及期货事务监察委员会监管,未获准在中国内地供金融产品和服务。本活动不构成对您购买或出售金融产品或服务的要约或招揽,亦不旨在收集或征集任何敏感信息、重要数据或诱导参会者提供任何其他需经批准方可提供的数据。NIHK 和 NOI 可能会邀请其附属机构或其他第三方组织的代表作为演讲嘉宾加入,但 NIHK 和 NOI 均未独立核实您在本活动期间可能从该演讲者或其代表的机构收到的观点和信息,对这些观点和信息的准确性、完整性或可靠性不作任何陈述或保证。NIHK 和 NOI 均不对这些信息承担任何责任。若您是从 NIHK 或 NOI 以外的第三方处(“邀请人”)收到的活动邀请函,请注意NIHK、NOI 或该邀请人之间均互不存在任何代理或被代理关系,NIHK 或 NOI 也不对该邀请人的行为承担任何责任或义务。您亦不得在本活动中讨论、或者诱导演讲者等与会者披露敏感信息、重要数据或其他任何未经批准不得对外披露的信息,或以任何方式谈及任何前述信息,否则您应自行承担该等行为可能导致的任何后果,NIHK 和NOI 保留追究相关法律责任的权利。请注意,本活动可能会被记录。如为满足所适用的监管要求或根据相关上市公司请求,该活动的录音、电话记录和/或其他相关材料可提供给当地交易所或监管机构或上市公司,并在上市公司的相关网站上发布。NIHK 和 NOI 将出于与本次活动和未来活动相关的目的处理(包括收集、存储,使用等)您的个人数据(包括您的姓名、工作单位、个人电话号码、电子邮件地址等,具体以您注册活动时提供的个人数据为准),例如活动的一般管理和组织,或邀请您参加您可能感兴趣的未来活动。根据所适用的野村集团隐私政策和/或NOI隐私政策,您的个人数据可能会由NIHK共享给NOI,或由NOI共享给NIHK,或被共享予上述活动的第三方,例如相关上市公司或当地交易所或监管机构;场地提供者和其他参与活动管理的第三方和/或野村集团公司。关于野村集团隐私政策和NOI隐私政策的更多信息,请分别参阅<野村集团隐私政策>、< NOI隐私政策>。在符合法律法规要求的前提下,应上市公司第三方演讲嘉宾的要求,我们可能会与他们共享您的个人数据以供他们记录和/或让他们与您所代表的组织联系以加强投资者关系。 NIHK 和 NOI 不负责也不控制相关上市公司对您个人数据的使用,这将遵循他们自己的隐私政策。如果您不希望您的个人数据以上述方式被分享,您可以选择不注册该活动。通过注册活动,您承认并同意上述条款和野村集团隐私政策及NOI隐私政策。本次活动包含由NIHK 和NOI 联合举办的调研活动,不构成NIHK 和NOI 的任何投资建议、推介或宣传。未经授权,请勿通过任何形式传播非公开信息。投资有风险,入市需谨慎。

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