DB Access China Conference:dbAccess China 2016;macro,sector,company and tour highlights

Deutsche Bank’s Access China 2016 conference, held in Beijing on 11-13January, was attended by 800 investors, 160+ corporates from China/HK, and27 senior macro speakers and 39 industry specialists. We also organised 13field trips and site visits across the country on 14-15 January. This documentconsolidates the research published by our analysts, which includes thefollowing macro tracks, companies, industry experts and tours.

    Macro highlights

    During the Access China conference, 27 senior government officials and policyexperts presented their views on the economic sector and policy issues.

    Autos/Infrastructure/Industrials/TransportGeely Auto, SAIC Motor, Zhengtong Auto Services, AviChina, China CommsConstruction, China Railway Group, CRRC, Nine Dragons Paper, Air China,Beijing Cap Int'l Airport, China Cosco Hldgs, China Merchants, China SouthernAirlines, HPH Trust, Sinotrans.

    Banking/Finance

    Agri. Bank of China, Bank of China, China Construction Bank, China GalaxySecurities, China Life, China Minsheng Bank, Chongqing Rural Bank, CPIC,Huatai Securities-H, ICBC, NCI, PICC Group, PICC P&C, Ping An, ShanghaiPudong Bank.

    Consumer/Gaming/Lodging/Media/Healthcare

    Biostime, China CYTS Tours, China Mengniu Diary, China Travel (HK), ChowTai Fook, Huace Film&TV, China Lodging, Oriental Pearl, 3SBio, CSPC Pharma,China TCM, China Medical System, Fosun Pharma, Hengrui Medicine, SihuanPharmaceutical, Sinopharm Group, Tonghua Dongbao.

    Power/Utilities/Property

    BEWG, China Gas Holdings, China Power Int’l, CT Environmental, Datang Int’lPower, ENN Energy, GCL-Poly, GD Power, Goldwind Sci & Tech, HuadianFuxin, Huaneng Power Int’l, NARI Tech, Pinggao Electric, SDIC, SIICEnvironment, XJ Electric, Central China Real Estate, China Vanke, ChinaJinmao, COLI, CSCEC, CSCI, Gemdale Corp, Joy City Property, KWG Property,Poly Real Estate, Longfor, Wanda.

    Telecom & Internet/Technology/Metals & Mining

    Autohome, China Telecom Corp Ltd, JD.com, SouFun, Tencent, Vipshop, ASMPacific Technology, China Comm Services, FIH Mobile, Hikvision Digital,Sunway, Tongda Group, Angang Steel, Anhui Conch Cement, Baosteel Co,BBMG, Chalco, China Coal Energy, China Hongqiao, Conch Venture, Zhong KeSan Huan.

    Industry experts

    During the conference, 37 industry experts presented their views on theoutlook and issues facing various sectors, including automobiles,banking/finance, consumer, environmental, gaming/lodging, healthcare, metals& mining, gas, solar, property and transport, technology, telecom.