2010年中国消费展望

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【出版时间及名称】：2010年中国消费展望        
【作者】：野村证券
        【文件格式】：PDF
        【页数】：100
        【目录或简介】：
Contents
Compelling long-term story meets short-term buying opportunity 3
Key drivers for consumer sector in 2010 7
Economic growth likely to surprise on the upside 7
Extension of stimulus packages positive for consumption 7
Mild headline inflation but soft commodities price likely to surprise on the upside 8
Event catalysts 10
China consumption — still a compelling long-term growth story 12
Sector views
Autos & auto parts 15
Food Staples 22
Retail 30
Latest company views
Ajisen 36
Cafe de Coral 39
China Foods 42
China Green 45
China Yurun Food 49
China Resources Enterprise 52
Dongfeng Motor 55
Gome Electrical Appliances 60
Great Wall Motor 67
Li Ning 74
Tingyi Holdings 78
Want Want Holdings Ltd 82
Ausnutria Dairy Corporation 85
Hengdeli 88
Midea 91
PCD Stores (Group) Limited 94

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关键词：consumption CORPORATION Opportunity Commodities Enterprise 中国 展望 消费