中银国际：华侨看中国　研究月刊（7月）

82107.pdf
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目录
鳄鱼之争..........................................................................................................3
中国银行板块..................................................................................................4
中国经济........................................................................................................12
香港经济........................................................................................................21
汽车及零部件................................................................................................23
化工.................................................................................................................24
消费品 — 啤酒及白酒...............................................................................25
消费品 — 乳制品........................................................................................26
消费品 — 家电............................................................................................27
消费品 — 纺织品及零售..........................................................................28
消费服务 —酒店/博彩................................................................................29
能源.................................................................................................................30
金融 (中国)....................................................................................................31
金融 (香港)....................................................................................................32
金融 — 保险................................................................................................33
传媒.................................................................................................................34
金属及矿产....................................................................................................35
制药.................................................................................................................36
地产 (中国)....................................................................................................37
地产 (香港)....................................................................................................38
中小盘股/工业...............................................................................................39
科技.................................................................................................................40
电信 (中国)....................................................................................................41
电信 (香港)....................................................................................................42
交通运输 — 航空........................................................................................43
交通运输 — 机场........................................................................................44
交通运输 — 海运........................................................................................45
交通运输 — 收费公路...............................................................................46
公用事业 (中国)...........................................................................................47
公用事业 (香港)...........................................................................................48
中银国际股票研究范围..............................................................................49
公告时间表....................................................................................................56
最近出版的研究报告..................................................................................57
中银国际研究团队.......................................................................................58

中银国际：华侨看中国　研究月刊（8月）

82108.pdf
大小:(1.45 MB)

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目录
最近您是否曾驾驶吉利？............................................................................3
有中国特色的……通用之路.......................................................................4
中国经济........................................................................................................12
香港经济........................................................................................................21
汽车及零部件................................................................................................23
化工.................................................................................................................24
消费品 — 啤酒及白酒...............................................................................25
消费品 — 乳制品........................................................................................26
消费品 — 家电............................................................................................27
消费品 — 纺织品及零售..........................................................................28
消费服务 —酒店/博彩................................................................................29
能源.................................................................................................................30
金融 (中国)....................................................................................................31
金融 (香港)....................................................................................................32
金融 — 保险................................................................................................33
传媒.................................................................................................................34
金属及矿产....................................................................................................35
制药.................................................................................................................36
地产 (中国)....................................................................................................37
地产 (香港)....................................................................................................38
中小盘股/工业...............................................................................................39
科技.................................................................................................................40
电信 (中国)....................................................................................................41
电信 (香港)....................................................................................................42
交通运输 — 航空........................................................................................43
交通运输 — 机场........................................................................................44
交通运输 — 海运........................................................................................45
公用事业 (中国)...........................................................................................46
公用事业 (香港)...........................................................................................47
中银国际股票研究范围..............................................................................48
公告时间表....................................................................................................55
最近出版的研究报告..................................................................................61
中银国际研究团队.......................................................................................62

中银国际：华侨看中国　研究月刊（9月）

82109.rar
大小:(1.56 MB)

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本附件包括：

• 中银国际-策略研究月刊(CN)华侨看中国(9月)-060900.pdf

目录
《华侨看中国》两周年有奖问答..............................................................3
A 股公司中期业绩总结 —— 华昕...........................................................4
中国经济........................................................................................................12
香港经济........................................................................................................21
汽车及零部件................................................................................................23
化工.................................................................................................................24
消费品 — 啤酒及白酒...............................................................................25
消费品 — 乳制品........................................................................................26
消费品 — 家电............................................................................................27
消费品 — 纺织品及零售..........................................................................28
消费服务 —酒店/博彩................................................................................29
能源.................................................................................................................30
金融 (中国)....................................................................................................31
金融 (香港)....................................................................................................32
金融 — 保险................................................................................................33
传媒.................................................................................................................34
金属及矿产....................................................................................................35
制药.................................................................................................................36
地产 (中国)....................................................................................................37
地产 (香港)....................................................................................................38
中小盘股/工业...............................................................................................39
科技.................................................................................................................40
电信 (中国)....................................................................................................41
电信 (香港)....................................................................................................42
交通运输 — 航空........................................................................................43
交通运输 — 机场........................................................................................44
交通运输 — 海运........................................................................................45
公用事业 (中国)...........................................................................................46
公用事业 (香港)...........................................................................................47
中银国际股票研究范围..............................................................................48
公告时间表....................................................................................................55
最近出版的研究报告..................................................................................56
中银国际研究团队.......................................................................................57

中银国际：华侨看中国　研究月刊（10月）

82110.pdf
大小:(1.55 MB)

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目录
《华侨看中国》月刊两周年有奖问答参考答案....................................3
商品泡沫期的末日.........................................................................................4
中国经济........................................................................................................17
香港经济........................................................................................................26
汽车及零部件................................................................................................28
化工.................................................................................................................29
消费品 — 啤酒及白酒...............................................................................30
消费品 — 乳制品........................................................................................31
消费品 — 家电............................................................................................32
消费品 — 纺织品及零售..........................................................................33
消费服务 — 酒店/博彩..............................................................................34
能源.................................................................................................................35
金融 (中国)....................................................................................................36
金融 (香港)....................................................................................................37
金融 — 保险................................................................................................38
传媒.................................................................................................................39
金属及矿产....................................................................................................40
制药.................................................................................................................41
地产 (中国)....................................................................................................42
地产 (香港)....................................................................................................43
中小盘股/工业...............................................................................................44
科技.................................................................................................................45
电信 (中国)....................................................................................................46
电信 (香港)....................................................................................................47
交通运输 — 航空........................................................................................48
交通运输 — 机场........................................................................................49
交通运输 — 海运........................................................................................50
公用事业 (中国)...........................................................................................51
公用事业 (香港)...........................................................................................52
中银国际股票研究范围..............................................................................53
公告时间表....................................................................................................60
最近出版的研究报告..................................................................................64
中银国际研究团队.......................................................................................65