Digital China

With 1 billion smartphone users and over 1.15 million 5G base stations installed, China ranks as the world’s second-largest digital economy, amounting to amassive 4.6 trillion yuan in 2021, or 40% of Chinese GDP. It more than doubled from 2016 to 2021. China believes that building a digital economy, a digital society and a digital government could improve Chinese citizens’ lifestyles and, in turn, their confidence in Chinese government.

DIGITAL CHINA IS MUCH MORE THAN E-COMMERCE

Speaking of Digital China, many immediately think of Chinese e-commerce giants, like Alibaba. But it is more than that. It covers a wide range of industries, including data infrastructure, semiconductors, telecom services, the industrial internet of things, smart manufacturing, ecommerce, and data management. In daily life, it also means big-data-empowered innovation, smooth access to public services, safe and connected cities, and more digital-wise farmers and workers. Digital China has a wide scope encompassing citizens’ everyday work and lives.

"China is mobilizing the whole country to roll out its digital strategy. The digital economy accounts for 40% of Chinese GDP. Numerous beneficiaries of the digitalisation trend in China are already appearing."

EXAMPLE– SMART PARKING

Hangzhou is the capital city of Zhejiang Province, with more than 12 million residents. In Hangzhou, 75% of the parking lots are connected to the city parking system. Drivers can get the number of available parking lots in real time and are allowed to pay after leaving, which alleviates the parking jam problem in this heavily populated city. Assuming that it takes 30 seconds for drivers to pay, the “pay later” service have saved a total of 1.25 million hours since 2019. The CAGR of China’s smart parking sector is around 20% from 2016 to 2022.

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ODDO BHF AM Digital China

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About ODDO BHF Asset Management

With €54 bn assets under management as of December 31, 2022, and 4 investment centres based in Paris, Düsseldorf, Frankfurt, and Luxembourg, ODDO BHF AM is a leading asset manager in Europe and part of the Franco-German financial group ODDO BHF that was founded in 1849. It comprises ODDO BHF AM GmbH in Germany, ODDO BHF AM SAS and METROPOLE Gestion in France, and ODDO BHF AM Lux in Luxembourg. ODDO BHF AM offers investment solutions in equities, fixed income, asset allocation, private equity and private debt to institutional clients and distribution partners. ESG integration, exclusions and active ownership are the 3 pillars of our sustainability strategy recognized for its quality and reliability through the labelling of our funds by independent bodies, and the awards obtained. ODDO BHF AM relies on a strong local presence in major European cities and in-depth knowledge of the markets in which the management company invests. ODDO BHF AM’s investment style is characterized by an active and long-term investment approach with the aim to create long-term and sustainable value for its customers. To do so, ODDO BHF AM has been integrating ESG (environmental, social and governance) criteria into its investment processes for more than ten years. Accordingly, clients have access to a wide range of sustainable financial solutions across all asset classes.

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Over ODDO BHF AM

ODDO BHF AM is part of the independent Franco-German financial group ODDO BHF that was founded
in 1849. ODDO BHF AM is an asset management leader in Europe. It comprises ODDO BHF AM GmbH
in Germany, ODDO BHF AM SAS and ODDO BHF Private Equity SAS in France and ODDO BHF AM
Lux in Luxembourg, which together manage assets totaling € 58.4 billion. ODDO BHF AM offers its
institutional and wholesale clients a unique range of high-performance investment solutions in all main
asset classes, i.e. fundamental and thematic equities, quantitative equities, fixed income, multi-asset
solutions, private equity and private debt. A UN-PRI signatory since 2010 ODDO BHF AM has integrated
sustainable investment criteria into a wide range of strategies. Its ESG approach focuses on ESG criteria
integration, engagement with companies and a climate policy supporting the energy transformation. On
a combined basis, 61% of assets under management are from institutional clients and 39% from
distribution partners. The teams operate from investment centers in Dusseldorf, Frankfurt, Paris and
Luxembourg with additional locations in Milan, Geneva, Zurich, Madrid, Stockholm and Abu Dhabi.
ODDO BHF AM puts the long-term support of its clients at the heart of its priorities. Its independence
allows its teams to be responsive, flexible and innovative in order to constantly find solutions tailored to
the customers’ needs.

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