Greater China Conference - Macquarie Group...2689 HK Nine Dragons Paper Holdings Materials 388 HK...

Ticker Company Name Sector

2600 HK Aluminum Corp Of China Materials

347 HK Angang Steel Materials

914 HK Anhui Conch Cement Materials

2009 HK BBMG Materials

6199 HK China CNR Industrials

1800 HK China Communications Construction Industrials

586 HK China Conch Venture Industrials

3323 HK China National Building Material Materials

1186 HK China Railway Construction Industrials

390 HK China Railway Group Industrials

1766 HK CSR Industrials

1133 HK Harbin Electric Industrials

3339 HK Lonking Holdings Industrials

323 HK Maanshan Iron & Steel Materials

3808 HK Sinotruk Hong Kong Industrials

2338 HK Weichai Power Industrials

868 HK Xinyi Glass Consumer Discretionary

3898 HK Zhuzhou CSR Times Electric Industrials

1157 HK Zoomlion Heavy Industry Industrials

600019 CH Baoshan Iron & Steel Materials

601006 CH Daqin Railway Industrials

600031 CH Sany Heavy Industry Industrials

601727 CH Shanghai Electric Group Industrials

One Belt, One Road

Greater China Conference Hong Kong: 4-6 May 2015


3383 HK Agile Property Financials

753 HK Air China Industrials

914 HK Anhui Conch Cement Materials

3337 HK Anton Oilfield Services Group Energy

3988 HK Bank Of China Financials

23 HK Bank Of East Asia Financials

2388 HK Boc Hong Kong Financials

293 HK Cathay Pacific Airways Industrials

1038 HK Cheung Kong Infrastructure Utilities

6199 HK China CNR Industrials

1800 HK China Communications ConstructionIndustrials

586 HK China Conch Venture Industrials

939 HK China Construction Bank Financials

1919 HK China Cosco Industrials

670 HK China Eastern Airlines Industrials

6881 HK China Galaxy Securities Financials

941 HK China Mobile Telecommunication Services

3323 HK China National Building Materials Materials

2883 HK China Oilfield Services Energy



1313 HK China Resources Cement Materials

1088 HK China Shenhua Energy Energy

2866 HK China Shipping Container Industrials

1138 HK China Shipping Development Industrials

1055 HK China Southern Airlines Industrials

728 HK China Telecom Telecommunication Services

762 HK China Unicom Hong Kong Telecommunication Services

2202 HK China Vanke Financials

6030 HK Citic Securities Financials

2 HK CLP Utilities

883 HK CNOOC Energy

2369 HK Coolpad Information Technology

2007 HK Country Garden Financials

1093 HK Cspc Pharmaceutical Group Health Care

1766 HK CSR Industrials

440 HK Dah Sing Financial Financials

330 HK Esprit Holdings Consumer Discretionary

468 HK Greatview Aseptic Packaging Materials

337 HK Greenland Hong Kong Financials

525 HK Guangshen Railway Industrials

2777 HK Guangzhou R&F Properties Financials

6837 HK Haitong Securities Financials

11 HK Hang Seng Bank Financials

1133 HK Harbin Electric Industrials

1623 HK Hilong Holding Energy

494 HK Li & Fung Consumer Discretionary

973 HK L'occitane International Sa Consumer Discretionary

3339 HK Lonking Holdings Industrials

2689 HK Nine Dragons Paper Holdings Materials

388 HK Hong Kong Exchanges & Clear Financials

1398 HK Ind & Comm Bank Of China Financials

Expanding Overseas


Ticker Company Name SectorExpanding Overseas


358 HK Jiangxi Copper Materials

2314 HK Lee & Man Paper Manufacturing Materials

316 HK Orient Overseas Intl Industrials

2343 HK Pacific Basin Shipping Industrials

1382 HK Pacific Textiles Consumer Discretionary

1180 HK Paradise Entertainment Consumer Discretionary

327 HK Pax Global Technology Information Technology

857 HK Petrochina Energy

2178 HK Petro-King Oilfield Svcs Energy

6 HK Power Assets Holdings Utilities

1913 HK Prada S.P.A. Consumer Discretionary

178 HK Sa Sa International Consumer Discretionary

1910 HK Samsonite International Sa Consumer Discretionary

2313 HK Shenzhou International Group Consumer Discretionary

598 HK Sinotrans Industrials


1836 HK Stella International Consumer Discretionary

1972 HK Swire Properties Financials

2618 HK Tcl Communication Tech Hldgs Information Technology

2338 HK Weichai Power Industrials

1171 HK Yanzhou Coal Mining Energy

3898 HK Zhuzhou Csr Times Electric Industrials

1157 HK Zoomlion Heavy Industry Industrials

600597 CH Bright Dairy & Food Consumer Staples

300408 CH Chaozhou Three Information Technology

000012 CH Csg Holding Materials


601166 CH Industrial Bank Financials

600887 CH Inner Mongolia Yili Indus Consumer Staples

600276 CH Jiangsu Hengrui Medicine Health Care

002460 CH Jiangxi Ganfeng Lithium Materials

600583 CH Offshore Oil Engineering Energy

000792 CH Qinghai Salt Lake Industry Materials

600259 CH Rising Nonferrous Metal Materials

600031 CH Sany Heavy Industry Industrials

601727 CH Shanghai Electric Industrials

600000 CH Shanghai Pudong Devel Bank Financials

600642 CH Shenergy Company Limited Utilities

300389 CH Shenzhen Absen Information Technology

300037 CH Shenzhen Capchem Technology Materials

000060 CH Shenzhen Zhongjin Lingnan Materials

300024 CH Siasun Robot & Automation Industrials

002466 CH Sichuan Tianqi Lithium Ind Materials

600871 CH Sinopec Yizheng Chemical Materials

600535 CH Tasly Pharmaceutical Group Health Care

600549 CH Xiamen Tungsten Materials

002440 CH Zhejiang Runtu Materials




1963 HK Bank Of Chongqing Financials


2388 HK Boc Hong Kong Holdings Financials

1375 HK Central China Securities Financials

1359 HK China Cinda Asset Manageme Financials

670 HK China Eastern Airlines Industrials

6818 HK China Everbright Bank Financials

1055 HK China Southern Airlines Industrials

3618 HK Chongqing Rural Commercial Financials

440 HK Dah Sing Financial Holdings Financials

1788 HK Guotai Junan International Financials

665 HK Haitong International Securities Financials


6138 HK Harbin Bank Financials

388 HK Hong Kong Exchanges & Clear Financials

3698 HK Huishang Bank Financials

1398 HK Ind & Comm Bk Of China Financials






86 HK Sun Hung Kai & Co Financials

806 HK Value Partners Group Financials

601169 CH Bank Of Beijing Financials

601009 CH Bank Of Nanjing Financials


601166 CH Industrial Bank Financials

000001 CH Ping An Bank Financials


RMB Internationalisation





3983 HK China Bluechemical Materials

1919 HK China Cosco Holdings Industrials

144 HK China Merchants Hldgs Intl Industrials


1199 HK Cosco Pacific Industrials


2880 HK Dalian Port (Pda) Industrials

330 HK Esprit Holdings Consumer Discretionary

838 HK Eva Precision Industrial Hld Industrials


1044 HK Hengan Intl Group Consumer Staples

2314 HK Lee & Man Paper Manufacturin Materials





3369 HK Qinhuangdao Port Co Industrials


297 HK Sinofert Holdings Materials



868 HK Xinyi Glass Holdings Consumer Discretionary


601006 CH Daqin Railway Co Industrials


Currency War and Export




1963 HK Bank Of Chongqing Financials



2778 HK Champion Reit Financials

1 HK Cheung Kong Holdings Financials



691 HK China Shanshui Cement Group Materials

3618 HK Chongqing Rural mmercial Financials


27 HK Galaxy Entertainment Group L Consumer Discretionary

41 HK Great Eagle Holdings Financials

101 HK Hang Lung Properties Financials


6138 HK Harbin Bank Financials

12 HK Henderson Land Development Financials

87001 HK Hui Xian Reit Financials

880 HK Sjm Holdings Consumer Discretionary


16 HK Sun Hung Kai Properties Financials

435 HK Sunlight Real Estate Invest Financials

19 HK Swire Pacific Financials


4 HK Wharf Holdings Financials

1128 HK Wynn Macau Consumer Discretionary

405 HK Yuexiu Real Estate Investment Financials

3698 HK Huishang Bank rp Financials

14 HK Hysan Development Financials

173 HK K Wah Intl Holdings Financials

636 HK Kerry Logistics Network Industrials

683 HK Kerry Properties Financials



823 HK Link Reit Financials

2282 HK Mgm China Holdings Consumer Discretionary

1200 HK Midland Holdings Financials

917 HK New World China Land Financials

17 HK New World Development Financials



808 HK Prosperity Reit Financials


1928 HK Sands China Consumer Discretionary

83 HK Sino Land Co Financials

1818 HK Zhaojin Mining Industry Materials

2899 HK Zijin Mining Group Co Materials

601169 CH Bank Of Beijing Co Financials

601009 CH Bank Of Nanjing Co Financials


601166 CH Industrial Bank Co Financials

000001 CH Ping An Bank Co Financials


US Rate Hike



2357 HK Avichina Industry & Tech Industrials

838 HK Eva Precision Industrial Hld Industrials

268 HK Kingdee International Sftwr Information Technology

1316 HK Nexteer Automotive Group Consumer Discretionary

000738 CH Avic Aero-Engine Controls Industrials

000768 CH Avic Aircraft Co Industrials

600893 CH Avic Aviation Engine Corp Industrials

600765 CH Avic Heavy Machinery Co Lt Industrials

600038 CH Avic Helicopter Co Industrials

600879 CH China Aerospace Times Elec Industrials

600372 CH China Avic Electronics Co Industrials

600118 CH China Spacesat Co Industrials


600198 CH Datang Telecom Tech Co Information Technology

600316 CH Jiangxi Hongdu Aviation Industrials

600435 CH North Navigation Control T Industrials

300397 CH Xi'an Tian He Industrials

Sovereignty and Defence



3337 HK Anton Oilfield Services Gp Energy


1898 HK China Coal Energy Co Energy


386 HK China Petroleum & Chemical Energy

1088 HK China Shenhua Energy Co Energy

883 HK Cnooc Energy

1623 HK Hilong Holding Energy

196 HK Honghua oup Energy

3948 HK Inner Mongolia Yitai Coal Energy

135 HK Kunlun Energy Co Energy

1555 HK Mie Holdings Corporation Energy

342 HK Newocean Energy Hldgs Energy

1316 HK Nexteer Automotive oup Consumer Discretionary

857 HK Petrochina Co Energy


639 HK Shougang Fushan Resources Materials


934 HK Sinopec Kantons Holdings Energy

1251 HK Spt Energy oup Inc Energy

1171 HK Yanzhou Coal Mining Co Energy

601872 CH China Merchants Energy Energy


300376 CH Guangdong East Information Technology

600256 CH Guanghui Energy Co Energy

600583 CH Offshore Oil Engineering Energy

601225 CH Shaanxi Coal I Energy

601015 CH Shaanxi Heimao Energy

002353 CH Yantai Jereh Oilfield Energy

Energy Self-Sufficency





670 HK China Eastern Airlines Co Industrials



1055 HK China Southern Airlines Co Industrials

493 HK Gome Electrical Appliances Consumer Discretionary


268 HK Kingdee International Information Technology

2314 HK Lee & Man Paper Manufacturing Materials




659 HK Nws Holdings Industrials




2338 HK Weichai Power Co Industrials


Moving Goods Faster and Smarter



WUBA US 58.Com Inc Information Technology


BABA US Alibaba Group Holding . Information Technology

2020 HK Anta Sports Products Consumer Discretionary

BIDU US Baidu, Inc. Information Technology

1963 HK Bank Of Chongqing Co Financials


1880 HK Belle International Holdings Consumer Discretionary



CYOU US Changyou.Com . Information Technology

CMCM US Cheetah Mobile, Inc. Information Technology




291 HK China Resources Enterprise Consumer Staples






831 HK Convenience Retail Asia Consumer Staples

2369 HK Coolpad Group Information Technology

CTRP US Ctrip.Com International . Consumer Discretionary


484 HK Forgame Holdings Information Technology

3308 HK Golden Eagle Retail Group Consumer Discretionary

874 HK Guangzhou Baiyunshan Pharm Health Care


6138 HK Harbin Bank Co Financials

1044 HK Hengan Intl Group Co Consumer Staples

6823 HK Hkt Trust And Hkt -Ss Telecommunication Services

3698 HK Huishang Bank Corp Financials

215 HK Hutchison Telecomm Hong Kong Telecommunication Services

1833 HK Intime Retail Group Co Consumer Discretionary

JD US JD.Com, Inc. Consumer Discretionary

3336 HK Ju Teng International Hldgs Information Technology

JMEI US Jumei International Holding . Consumer Discretionary



3888 HK Kingsoft Corp Information Technology


2331 HK Li Ning Co Consumer Discretionary

980 HK Lianhua Supermarket Hldgs Consumer Staples

1212 HK Lifestyle Intl Hldgs Consumer Discretionary

825 HK New World Dept Store China Consumer Discretionary




3368 HK Parkson Retail Group Consumer Discretionary

327 HK Pax Global Technology Information Technology

E Change Your Life


E Change Your Life


1968 HK Peak Sport Products Consumer Discretionary

QIHU US Qihoo 360 Technology Co., . Information Technology

2196 HK Shanghai Fosun Pharmaceutical (Group)Health Care

SINA US Sina Corp. Information Technology

315 HK Smartone Telecommunications Telecommunication Services

SOHU US Sohu.Com, Inc. Information Technology

6808 HK Sun Art Retail Group Consumer Staples


700 HK Tencent Holdings Information Technology

322 HK Tingyi (Cayman Isln) Hldg Co Consumer Staples

220 HK Uni-President China Holdings Consumer Staples

151 HK Want Want China Holdings Consumer Staples

WB US Weibo Corp. Information Technology

1025 HK Wumart Stores Inc Consumer Staples

YOKU US Youku Tudou, Inc. Information Technology

300015 CH Aier Eye Hospital Group Co. . Health Care

Unlisted Allyes Internet



600019 CH Baoshan Iron & Steel Co Materials

600597 CH Bright Dairy & Food Co Consumer Staples




600804 CH Dr Peng Telcom & Media Gr Telecommunication Services

300386 CH Feitian Techno Information Technology

Unlisted Ganji Internet

Unlisted Groupm Internet

603328 CH Guangdong Elli Information Technology

603555 CH Guirenniao Co Consumer Discretionary

300360 CH Hangzhou Sunri Information Technology

300413 CH Happigo Home S Consumer Discretionary

300368 CH Hebei Huijin E Information Technology

Unlisted Iclick Internet



Unlisted Iqiyi Internet

300104 CH Leshi Internet Information Information Technology

300367 CH Netposa Techno Information Technology


Unlisted Ping An Lufax Internet



Unlisted Vizeum Internet

Unlisted Xibao Internet


3383 HK Agile Property Holdings Financials

1299 HK Aia Group Financials


538 HK Ajisen China Holdings Consumer Discretionary


1293 HK Baoxin Auto Group Consumer Discretionary


* 2111 HK Best Pacific International Consumer Discretionary

1112 HK Biostime International Consumer Staples

1114 HK Brilliance China Automotive Consumer Discretionary

1211 HK Byd Co Consumer Discretionary

341 HK Cafe De Coral Holdings Consumer Discretionary





6881 HK China Galaxy Securities Co Financials

6863 HK China Huishan Dairy Holdings Consumer Staples

2628 HK China Life Insurance Co Financials

2319 HK China Mengniu Dairy Co Consumer Staples


1117 HK China Modern Dairy Holdings Consumer Staples

81 HK China Overseas Grand Oceans Financials

688 HK China Overseas Land & Invest Financials

2601 HK China Pacific Insurance Gr Financials



1109 HK China Resources Land Financials

1432 HK China Shengmu Organic Milk Consumer Staples




966 HK China Taiping Insurance Hold Financials

728 HK China Telecom Corp Telecommunication Services


2202 HK China Vanke Co Financials

3669 HK China Yongda Automobiles Ser Consumer Discretionary

1728 HK China Zhengtong Auto Service Consumer Discretionary

116 HK Chow Sang Sang Hldg Consumer Discretionary

1929 HK Chow Tai Fook Jewellery Grou Consumer Discretionary

6030 HK Citic Securities Co Financials


2007 HK Country Garden Holdings Co Financials

1828 HK Dah Chong Hong Consumer Discretionary

210 HK Daphne International Holding Consumer Discretionary

489 HK Dongfeng Motor Grp Co Consumer Discretionary

887 HK Emperor Watch & Jewellery Consumer Discretionary

1061 HK Essex Bio-Technology . Health Care

3333 HK Evergrande Real Estate Group Financials

817 HK Franshion Properties Financials


Rise of the Middle Class




175 HK Geely Automobile Holdings Lt Consumer Discretionary



2333 HK Great Wall Motor Company Consumer Discretionary

337 HK Greenland Hong Kong Holdings Financials

2238 HK Guangzhou Automobile Group Consumer Discretionary


6837 HK Haitong Securities Co Financials



3389 HK Hengdeli Holdings Consumer Discretionary

2226 HK Honworld Group Consumer Staples

14 HK Hysan Development Co Financials


1813 HK Kwg Property Holding Financials




1302 HK Lifetech Scientific Corp. Health Care

823 HK Link Reit Financials


960 HK Longfor Properties Financials

590 HK Luk Fook Holdings Intl Consumer Discretionary


1336 HK New China Life Insurance C Financials






1382 HK Pacific Textiles Holdings Consumer Discretionary



1339 HK People's Insurance Financials


1515 HK Phoenix Healthcare Group Co., . Health Care

2328 HK Picc Property & Casualty Financials

2318 HK Ping An Insurance Group Co Financials

119 HK Poly Property Group Co Financials


178 HK Sa Sa International Hldgs Consumer Discretionary



2313 HK Shenzhou International Group Consumer Discretionary

813 HK Shimao Property Holdings Financials

272 HK Shui On Land Financials


3377 HK Sino-Ocean Land Holdings Financials



410 HK Soho China Financials





1918 HK Sunac China Holdings Financials

435 HK Sunlight Real Estate Invest Financials



1314 HK Tsui Wah Holdings Consumer Discretionary


3331 HK Vinda International Holdings Consumer Staples



20 HK Wheelock & Co Financials



1148 HK Xinchen China Power Holdings Consumer Discretionary

1230 HK Yashili International Holdin Consumer Staples

1431 HK Yuanshengtai Dairy Farm Consumer Staples

123 HK Yuexiu Property Co Financials

1628 HK Yuzhou Properties Co Financials

881 HK Zhongsheng Group Holdings Consumer Discretionary

300015 CH Aier Eye Hospital Group Co. . Health Care

600816 CH Anxin Trust Co Financials

300251 CH Beijing Enlight Media Co L Consumer Discretionary

002570 CH Beingmate Baby & Child Fo Consumer Staples


000783 CH Changjiang Securities Co L Financials

600340 CH China Fortune Land Develop Financials

600999 CH China Merchants Securities Financials

000625 CH Chongqing Changan Automob Consumer Discretionary


600081 CH Dongfeng Electronic Tech Consumer Discretionary

601788 CH Everbright Securitie Co Financials

000402 CH Financial Street Holdings Financials

603288 CH Foshan Haitian Consumer Staples

601901 CH Founder Securities Co Financials

600660 CH Fuyao Glass Consumer Discretionary

600660 CH Fuyao Group Glass Industr Consumer Discretionary

000776 CH Gf Securities Co Financials

600185 CH Gree Real Estate Co Financials


002736 CH Guosen Securit Financials

000728 CH Guoyuan Securities Co Financials


600325 CH Huafa Industrial Co Zh Financials

601688 CH Huatai Securities Co Financials

300027 CH Huayi Brothers Media Corp Consumer Discretionary

600741 CH Huayu Automotive Systems Consumer Discretionary

601377 CH Industrial Securities Co Financials


603369 CH Jiangsu King's Consumer Staples

601579 CH Kuaijishan Sha Consumer Staples

603609 CH Liaoning Wellh Consumer Staples

002714 CH Muyuan Foodstu Consumer Staples



000686 CH Northeast Securities Co Lt Financials

600048 CH Poly Real Estate Group Co Financials

600104 CH Saic Motor Corp Consumer Discretionary

000750 CH Sealand Securities Co Financials

002726 CH Shandong Longd Consumer Staples

600018 CH Shanghai International Por Industrials

600663 CH Shanghai Lujiazui Fin&Trad Financials

002500 CH Shanxi Securities Co Financials

000166 CH Shenwan Hongyu Financials

002731 CH Shenyang Cuihu Consumer Discretionary

600109 CH Sinolink Securities Co Financials

601555 CH Soochow Securities Co Financials

600369 CH Southwest Securities Co Lt Financials

000671 CH Sunshine City Group Co Financials

002673 CH Western Securities Co Financials


1299 HK AIA Group Financials







570 HK China Traditional Chinese Me Health Care




1093 HK Cspc Pharmaceutical Group Lt Health Care

210 HK Daphne International Holding Consumer Discretionary


1061 HK Essex Bio-Technology Health Care







336 HK Huabao International Holding Materials





1302 HK Lifetech Scientific Corp. Health Care

2005 HK Lijun International Pharmaceutical (Holding) Co. Health Care

1513 HK Livzon Pharmaceutical Grou Health Care



2186 HK Luye Pharma Group Health Care






1339 HK People's Insurance Co Grou Financials

1515 HK Phoenix Healthcare Group Co., Health Care


2318 HK Ping An Insurance Group Co Financials




2196 HK Shanghai Fosun Pharmaceutical Health Care

1177 HK Sino Biopharmaceutical Health Care


1099 HK Sinopharm Group Co., Health Care




Aging Population



Aging Population







300015 CH Aier Eye Hospital Group Co. Health Care

600161 CH Beijing Tiantan Biological Products Corp. Health Care

000999 CH China Resources Sanjiu Medical & PharHealth Care




600276 CH Jiangsu Hengrui Medicine C Health Care

002731 CH Shenyang Cuihu Consumer Discretionary

600535 CH Tasly Pharmaceutical Group Health Care

600867 CH Tonghua Dongbao Pharmaceutical Co., Health Care

600079 CH Wuhan Humanwell Healthcare Health Care

000538 CH Yunnan Baiyao Group Co. Health Care



1988 HK China Minsheng Banking Financials






883 HK Cnooc Energy













1555 HK Mie Holdings Corporation Energy







1099 HK Sinopharm Group Co., . Health Care


1251 HK Spt Energy Group Inc Energy






000999 CHChina Resources Sanjiu Medical & PharHealth Care

601006 CHDaqin Railway Co Industrials

002731 CHShenyang Cuihu Consumer Discretionary

002353 CHYantai Jereh Oilfield Energy

Anti-Corruption




347 HK Angang Steel Co Materials

914 HK Anhui Conch Cement Co Materials


2009 HK Bbmg Corp Materials

392 HK Beijing Enterprises Hldgs Industrials

371 HK Beijing Enterprises Water Gr Utilities

1685 HK Boer Power Holdings Industrials

1211 HK Byd Co Consumer Discretionary

3989 HK Capital Environment Holdings Industrials


586 HK China Conch Venture Holdings Industrials

1798 HK China Datang Corp Renewabl Utilities

257 HK China Everbright Intl Industrials

384 HK China Gas Holdings Utilities

658 HK China High Speed Transmissio Industrials

916 HK China Longyuan Power Group Utilities

3323 HK China National Building Ma Materials

603 HK China Oil And Gas Group Utilities



1193 HK China Resources Gas Group Lt Utilities

691 HK China Shanshui Cement Group Materials


750 HK China Singyes Solar Tech Industrials

956 HK China Suntien Green Energy Energy

182 HK China Windpower Group Industrials

3899 HK Cimc Enric Holdings Industrials

712 HK Comtec Solar Systems Group Information Technology

1363 HK Ct Environmental Group Utilities

895 HK Dongjiang Environmental Industrials

1330 HK Dynagreen Environmental Pr Industrials

2688 HK Enn Energy Holdings Utilities

3800 HK Gcl-Poly Energy Holdings Information Technology


270 HK Guangdong Investment Utilities

1133 HK Harbin Electric Co Industrials

3 HK Hong Kong & China Gas Utilities

816 HK Huadian Fuxin Energy Corp Utilities

958 HK Huaneng Renewables Corp Utilities

3948 HK Inner Mongolia Yitai Coal Energy

6136 HK Kangda International Environ Utilities



EDU US New Oriental Education & TechnologyConsumer Discretionary





639 HK Shougang Fushan Resources Gr Materials

410 HK Soho China Financials

Beautiful China


Beautiful China


967 HK Sound Global Utilities

1251 HK Spt Energy Group Inc Energy

XRS US Tal Education Group Consumer Discretionary

1083 HK Towngas China Co Utilities

686 HK United Photovoltaics Group L Information Technology

1661 HK Wisdom Holdings Group Consumer Discretionary

2208 HK Xinjiang Goldwind Sci&Tec Industrials

1171 HK Yanzhou Coal Mining Co Energy

600900 CHChina Yangtze Power Co Utilities

000012 CHCsg Holding Co - A Materials

601006 CHDaqin Railway Co Industrials

600081 CHDongfeng Electronic Tech Consumer Discretionary

600323 CHGrandblue Environment Co Utilities

300376 CHGuangdong East Information Technology

601727 CHShanghai Electric Grp Co L Industrials

Tourism Boom and Bust











41 HK Great Eagle Holdings Financials




207 HK Joy City Property Financials







178 HK Sa Sa International Hldgs Consumer Discretionary



272 HK Shui On Land Financials



1314 HK Tsui Wah Holdings Consumer Discretionary




300027 CH Huayi Brothers Media Corp Consumer Discretionary

600018 CH Shanghai International Por Industrials



3383 HK Agile Property Holdings Ltd Financials

1288 HK Agricultural Bank Of China Financials


3983 HK China Bluechemical Ltd Materials

81 HK China Overseas Grand Oceans Financials

688 HK China Overseas Land & Invest Financials

1109 HK China Resources Land Ltd Financials

3311 HK China State Construction Int Industrials

2202 HK China Vanke Co Ltd Financials

2007 HK Country Garden Holdings Co Financials

3333 HK Evergrande Real Estate Group Financials


337 HK Greenland Hong Kong Holdings Financials


1813 HK Kwg Property Holding Ltd Financials

960 HK Longfor Properties Financials

119 HK Poly Property Group Co Ltd Financials

813 HK Shimao Property Holdings Ltd Financials

272 HK Shui On Land Ltd Financials

297 HK Sinofert Holdings Ltd Materials


1918 HK Sunac China Holdings Ltd Financials

123 HK Yuexiu Property Co Ltd Financials

1628 HK Yuzhou Properties Co Financials

600340 CH China Fortune Land Develop Financials

601006 CH Daqin Railway Co Ltd Industrials

000402 CH Financial Street Holdings Financials

600185 CH Gree Real Estate Co Ltd Financials

600325 CH Huafa Industrial Co Ltd Zh Financials

600048 CH Poly Real Estate Group Co Financials

600663 CH Shanghai Lujiazui Fin&Trad Financials

600648 CH Shanghai Waigaoqiao Ftz - A Industrials

000671 CH Sunshine City Group Co Ltd Financials

Hukou reform and Mobility




1963 HK Bank Of Chongqing Co Ltd Financials

940 HK China Animal Healthcare Ltd Health Care

3983 HK China Bluechemical Ltd Materials








297 HK Sinofert Holdings Ltd Materials


Agricultural Reform


Fighting for 7% GDP



2600 HK Aluminum Corp Of China Ltd Materials

347 HK Angang Steel Co Ltd Materials

914 HK Anhui Conch Cement Co Ltd Materials

3988 HK Bank Of China Ltd Financials

1963 HK Bank Of Chongqing Co Ltd Financials

3328 HK Bank Of Communications Co Financials


2388 HK Boc Hong Kong Holdings Ltd Financials

998 HK China Citic Bank Corp Ltd Financials


6818 HK China Everbright Bank Co L Financials

3968 HK China Merchants Bank Financials


941 HK China Mobile Ltd Telecommunication Services


728 HK China Telecom Corp Ltd Telecommunication Services

762 HK China Unicom Hong Kong Ltd Telecommunication Services


906 HK Cpmc Holdings Ltd Materials



11 HK Hang Seng Bank Ltd Financials

6138 HK Harbin Bank Co Ltd Financials

3698 HK Huishang Bank Corp Ltd Financials


358 HK Jiangxi Copper Co Ltd Materials



2282 HK Mgm China Holdings Ltd Consumer Discretionary

1928 HK Sands China Ltd Consumer Discretionary

880 HK Sjm Holdings Ltd Consumer Discretionary

1128 HK Wynn Macau Ltd Consumer Discretionary

868 HK Xinyi Glass Holdings Ltd Consumer Discretionary

601169 CH Bank Of Beijing Co Ltd Financials

601009 CH Bank Of Nanjing Co Ltd Financials



601166 CH Industrial Bank Co Ltd Financials

002460 CH Jiangxi Ganfeng Lithium Co Materials

000001 CH Ping An Bank Co Ltd Financials

000792 CH Qinghai Salt Lake Industry Materials

600259 CH Rising Nonferrous Metal Sh Materials



002466 CH Sichuan Tianqi Lithium Ind Materials

600549 CH Xiamen Tungsten Co Ltd Materials






914 HK Anhui Conch Cement Co Materials

2357 HK Avichina Industry & Tech Industrials


1963 HK Bank Of Chongqing Co Financials

3328 HK Bank Of Communications Co Financials





998 HK China Citic Bank Corp Financials

6199 HK China Cnr Corp Industrials


1800 HK China Communications Const Industrials

552 HK China Communications Servi Telecommunication Services

586 HK China Conch Venture Holdings Industrials



1798 HK China Datang Corp Renewabl Utilities


6818 HK China Everbright Bank Co L Financials


916 HK China Longyuan Power Group Utilities

3968 HK China Merchants Bank Financials







2380 HK China Power International Utilities




1109 HK China Resources Land Financials

836 HK China Resources Power Holdin Utilities




728 HK China Telecom Corp Telecommunication Services

570 HK China Traditional Chinese Me Health Care



883 HK Cnooc Energy

906 HK Cpmc Holdings Materials

1766 HK Csr Corp Industrials


991 HK Datang Intl Power Gen Co Utilities

270 HK Guangdong Investment Utilities

SOE Reform



SOE Reform


525 HK Guangshen Railway Co Industrials



6138 HK Harbin Bank Co Financials

1071 HK Huadian Power Intl Corp Utilities

902 HK Huaneng Power Intl Inc Utilities

958 HK Huaneng Renewables Corp Utilities

3698 HK Huishang Bank Corp Financials











1099 HK Sinopharm Group Co., . Health Care


2338 HK Weichai Power Co Industrials

2208 HK Xinjiang Goldwind Sci&Tec Industrials

3898 HK Zhuzhou Csr Times Electric Industrials





000999 CH China Resources Sanjiu Medical & Phar Health Care

600900 CH China Yangtze Power Co Utilities



600804 CH Dr Peng Telcom & Media Gr Telecommunication Services



300367 CH Netposa Techno Information Technology



600642 CH Shenergy Company Limited Utilities


600871 CH Sinopec Yizheng Chemical Materials

Industrialisation 4.0

Ticker Company Name Sector T

3393 HK Wasion Group Holdings Ltd Information Technology


002527 CH Shanghai Step Electric Cor Industrials

300124 CH Shenzhen Inovance Technolo Industrials

300024 CH Siasun Robot & Automation Industrials

600588 CH Yonyou Software Co Ltd Information Technology


Greater China Conference - Macquarie Group...2689 HK Nine Dragons Paper Holdings Materials 388 HK...

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Transcript of Greater China Conference - Macquarie Group...2689 HK Nine Dragons Paper Holdings Materials 388 HK...