CHINA INDUSTRIAL TECH 2027 Outlook: Valuation reset; prefer AI robotics, DC Electricals vs. Grid Tech We refresh our China Industrial Tech sector preferences into 2027E and see growth opportunities diverging in terms of timing and earnings visibility. We prefer the AI robotics supply chain, where frontier-model progress provides incremental commercialization catalysts alongside resilient industrial automation demand, and remain positive on Data Center Electricals, where ex-China progress remains solid albei ...