德銀-中國-宏觀經(jīng)濟-中國數(shù)據(jù)2018:部門、企業(yè)與旅游業(yè)要點

德銀-中國-宏觀經(jīng)濟-中國數(shù)據(jù)2018:部門、企業(yè)與旅游業(yè)要點

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德銀-中國-宏觀經(jīng)濟-中國數(shù)據(jù)2018:部門、企業(yè)與旅游業(yè)要點_第1頁
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1、DeutscheBankMarketsResearchAsiaStrategyDateChinaDBAccessChina19January2018ConferenceStrategyUpdateMichaelTong,CFALukaZhudbAccessChina2018:sector,ResearchAnalystResearchAnalyst(+852)22036167(+852)22036173companyandtourhighlightsmichael.tong@db.comluka.zhu@db.c

2、omDeutscheBank’sAccessChina2018conference,heldinBeijingon8-12January,wasattendedby650+investors,180+corporatesfromChina/HK,50+industryexpertsandmacrospeakers.Wealsoorganised15fieldtripsandsitevisitsacrossthecountryon11-12January.Thisdocumentconsolidatestheres

3、earchpublishedbyouranalysts,whichincludesthemacrotracks,companies,industryexpertsandtours.MacrohighlightsDuringtheAccessChinaconference,27invitedguestspeakerspresentedtheirviewsontheeconomicsectorandpolicyissues.Autos/Infrastructure/Industrials/TransportMinth

4、Group,GeelyAuto,SAICMotor,YutongBus,ZhongshengGroup,JONHONOptronic,CRSC,CRRC,NARITech,CNBM,ConchVenture,AnhuiConchCement,ShenzhenInovance,BeijingCapInt'lAirport,andSinotrans.Banking/FinanceAgri.BankofChina,BankofChina,BankofCommunications,ChinaCinda,ChinaCITI

5、CBank,ChinaConstructionBank,ChinaLife,ChinaMerchantsBank,ChinaMinshengBank,ChongqingRuralBank,CEB,CPIC,PingAnBank,ICBC,NCI,PICCGroup,PICCP&C,PingAn,CITICSecurities–H,ChinaGalaxySecurities–H,andFarEastHorizon.Consumer/Lodging/Leisure/HealthcareChinaMengniuDiar

6、y,ChinaModernDairy,HenganIntl,Gome,ShanghaiJahwa,Tingyi,Yili,SamsoniteInternationalS.A.,WuliangyeYibin,ChinaCYTSTours,BTGHotels,ChinaTravel,TravelSky,3SBio,CSPCPharma,ChinaTCMHengruiMedicine,JointownPharmaceuticals,SinopharmGroup,SinoBiopharmaceutical,Tonghua

7、Dongbao,andTheUnitedLaboratories.Oil&Gas/Power/Utilities/PropertyChinaOilfieldServices,CNOOCLtd,PetroChina,Sinopec,SinopecEngineeringGroup,SPC,BEWG,BeijingEnterprises,ChinaGasHoldings,ChinaEverbrightInt'l,ChinaEverbrightGreentech,GuangdongInvestment,CRGas,ENN

8、Energy,HuadianFuxin,HuanengPowerInt’l,LongyuanPower,YangtzePower,ChinaVanke,COLI,Aoyuan,Logan,KWG,andSunac.Telecom/Internet/Technology/Metals&MiningChinaMobileCorpLtd,ChinaTelecomCorpLtd,

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