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1、DeutscheBankMarketsResearchAsiaStrategyDateChinaDBAccessChina19January2018ConferenceStrategyUpdateMichaelTong,CFALukaZhudbAccessChina2018:sector,ResearchAnalystResearchAnalyst(+852)22036167(+852)22036173companyandtourhighlightsmichael.tong@db.comluka.zhu@db.comDeutscheBank’sA
2、ccessChina2018conference,heldinBeijingon8-12January,wasattendedby650+investors,180+corporatesfromChina/HK,50+industryexpertsandmacrospeakers.Wealsoorganised15fieldtripsandsitevisitsacrossthecountryon11-12January.Thisdocumentconsolidatestheresearchpublishedbyouranalysts,whichi
3、ncludesthemacrotracks,companies,industryexpertsandtours.MacrohighlightsDuringtheAccessChinaconference,27invitedguestspeakerspresentedtheirviewsontheeconomicsectorandpolicyissues.Autos/Infrastructure/Industrials/TransportMinthGroup,GeelyAuto,SAICMotor,YutongBus,ZhongshengGroup
4、,JONHONOptronic,CRSC,CRRC,NARITech,CNBM,ConchVenture,AnhuiConchCement,ShenzhenInovance,BeijingCapInt'lAirport,andSinotrans.Banking/FinanceAgri.BankofChina,BankofChina,BankofCommunications,ChinaCinda,ChinaCITICBank,ChinaConstructionBank,ChinaLife,ChinaMerchantsBank,ChinaMinshe
5、ngBank,ChongqingRuralBank,CEB,CPIC,PingAnBank,ICBC,NCI,PICCGroup,PICCP&C,PingAn,CITICSecurities–H,ChinaGalaxySecurities–H,andFarEastHorizon.Consumer/Lodging/Leisure/HealthcareChinaMengniuDiary,ChinaModernDairy,HenganIntl,Gome,ShanghaiJahwa,Tingyi,Yili,SamsoniteInternationalS.
6、A.,WuliangyeYibin,ChinaCYTSTours,BTGHotels,ChinaTravel,TravelSky,3SBio,CSPCPharma,ChinaTCMHengruiMedicine,JointownPharmaceuticals,SinopharmGroup,SinoBiopharmaceutical,TonghuaDongbao,andTheUnitedLaboratories.Oil&Gas/Power/Utilities/PropertyChinaOilfieldServices,CNOOCLtd,PetroC
7、hina,Sinopec,SinopecEngineeringGroup,SPC,BEWG,BeijingEnterprises,ChinaGasHoldings,ChinaEverbrightInt'l,ChinaEverbrightGreentech,GuangdongInvestment,CRGas,ENNEnergy,HuadianFuxin,HuanengPowerInt’l,LongyuanPower,YangtzePower,ChinaVanke,COLI,Aoyuan,Logan,KWG,andSunac.Telecom/Inte
8、rnet/Technology/Metals&MiningChinaMobileCorpLtd,ChinaTelecomCorpLtd,