中银国际：华侨看中国（2007年7月)

69页 2007.07

目 录
七年之咒........................................................................................................ 3
香港回归十周年........................................................................................... 4
中国经济........................................................................................................21
香港经济........................................................................................................31
汽车.................................................................................................................33
化工.................................................................................................................34
消费品 — 啤酒及白酒...............................................................................35
消费品 — 乳制品........................................................................................36
消费品 — 家电............................................................................................37
消费品 — 纺织品及零售..........................................................................38
消费服务 — 酒店/博彩..............................................................................39
能源.................................................................................................................40
金融 (中国)....................................................................................................41
金融 (香港)....................................................................................................42
金融 — 保险................................................................................................43
工业.................................................................................................................44
传媒.................................................................................................................45
金属及矿产....................................................................................................46
制药.................................................................................................................47
地产 (中国)....................................................................................................48
地产 (香港)....................................................................................................49
中小盘股/工业...............................................................................................50
科技.................................................................................................................51
电信 (中国)....................................................................................................52
电信 (香港)....................................................................................................53
交通运输 — 航运........................................................................................54
交通运输 — 陆运........................................................................................55
交通运输 — 海运........................................................................................56
公用事业 (中国)...........................................................................................57
公用事业 (香港)...........................................................................................58
中银国际股票研究范围..............................................................................59
公告时间表....................................................................................................60
最近出版的研究报告..................................................................................68
中银国际研究团队.......................................................................................69