中银报告：2012年中国经济展望

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很详细的分析， 内有367页。  内有宏观经济分析， 行业分析及每个行业的股项推荐。 CHINA.pdf (5.31 MB, 需要: 5 个论坛币)

2012-1-15 01:02:40 上传

2012 China Economy & Outlook
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关键词：经济展望 中国经济 宏观经济分析 宏观经济 经济分析 中国经济

nice！

Let me add the table of contents to potential viewers. You are welcome!
Table of Contents
Chapter 1: Macro-economy and Market Strategy ........................................................................ 10
Chapter 2: Financials and Property .............................................................................................. 68
Banking / Insurance..................................................................................................................69
China Property .........................................................................................................................89
Hong Kong Property ..............................................................................................................100
Chapter 3: Energy and Basic Materials ...................................................................................... 106
Coal / Oil & Gas.......................................................................................................................107
Electric Power .........................................................................................................................123
Iron & Steel .............................................................................................................................133
Non-ferrous Metals ................................................................................................................146
Construction ...........................................................................................................................170
Cement ....................................................................................................................................176
Chemicals ...............................................................................................................................182
Chapter 4: Industrials and Manufacturing.................................................................................. 196
Machinery and Equipment.....................................................................................................197
Automotive .............................................................................................................................212
Power Equipment and Alternative Energy ..........................................................................224
Chapter 5: Communications and Technology ........................................................................... 237
Chapter 6: Consumer Products and Services ........................................................................... 255
Retail and Department Store..................................................................................................256
Gaming ...................................................................................................................................266
Luxury Goods ........................................................................................................................278
Household Durables...............................................................................................................286
Food & Beverage ...................................................................................................................293
Travel & Tourism ...................................................................................................................315
Media .......................................................................................................................................328
Chapter 7: Medical and Pharmaceuticals................................................................................... 335
Chapter 8: Transport ................................................................................................................... 347
Airlines and Airports .............................................................................................................348
Shipping and Ports.................................................................................................................355
Toll Roads and Railway.......................................................................................................... 362

Thanks for listing out the table!

You are welcome!