德意志银行：2013年中国投资年会纪要（免费）

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Macro, sector, company and tour
highlights
________________________________________________________________________________________________________________
Deutsche Bank AG/Hong Kong
Deutsche Bank does and seeks to do business with companies covered in its research reports. Thus, investors should
be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should
consider this report as only a single factor in making their investment decision. DISCLOSURES AND ANALYST
CERTIFICATIONS ARE LOCATED IN APPENDIX 1. MICA(P) 072/04/2012.
Michael Tong, CFA
Research Analyst
(+852) 2203 6167
michael.tong@db.com
Jun Ma, Ph.D
Chief Economist
(+852) 2203 8308
jun.ma@db.com
Lin Li, Ph.D
Strategist
(+852) 2203 6187
lin.li@db.com
DB's Access China 2013 conference, held in Beijing on 14-15 January, was
attended by 660 investors, 112 corporates from Greater China, and 31 senior
Chinese government officials and industry experts. We also organized 11 site
tours across the country on 16-18 January. This document consolidates the
research published by our analysts, which includes the following macro tracks,
companies, industry experts and site tours.
Macro highlights
During the Access China conference, 11 senior government officials and policy
experts presented their views on the economic sector and policy issues.
Banking / Finance
China Life, CITIC Securities, CPIC, Haitong Securities, NCI, PICC P&C, Ping An,
Wing Hang Bank
Consumer / Gaming / Lodging / Healthcare
China Dongxiang, Chou Tai, CRE, Gome, Hengan Intl, Huabao Int'l, Lifestyle
Int’l, L'Occitane Int’l, NWDS, Tingyi, Tsui Wah, Wumart Stores, Home Inns,
China Shineway, Mindray, Sinopharm
Autos / Infrastructure / Transport
Geely Auto, Zhongsheng Group, China Comms Construct, China Rail
Construction, China Railway Group, Beijing Cap Int'l, China Cosco Hldgs, China
Eastern Airlines, Cosco Pacific
Oil & Gas / Power / Utilities
Sinofert, Sinopec, Beijing Enterprises, BEWG, Datang Int'l Power, ENN Energy,
GCL-Poly, Longyuan Power, Shanghai Electric
Property
C C Land, China Resources Land, China State Construction, COLI, Evergrande,
Franshion, Guangzhou R&F Prop, Minmetals Land Limited, Shui On Land,
SOHO China, Sunac
Telecom & Internet
AutoNavi, China Telecom, China Unicom, Phoenix New Media, Renren Inc,
SouFun, Tencent
Metals & Mining
Anhui Conch Cement, Chalco, China Coal Energy, China Shanshui Cement,
West China Cement
Industry experts
During the Access China conference, 20 industry experts presented their views
on the outlook for and issues facing various sectors, including automobiles,
banking/finance, consumer (retailers, luxury market), healthcare, road/rail,
nuclear power, wind power, coal, property, software/services, smartphone,
and VIE structure.
Tour takeaways: China Property, China Coal and China Gas Utilities
Property tours in Chengdu, Chongqing, Hainan, Beijing, Shanghai and
Shenyang; coal tour in Shanxi; natural gas and LNG terminal tour in Beijing
and Jiangsu.

德意志银行：2013年中国投资年会纪要.pdf (455.13 KB)

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