Microsoft Word - EN 2016??????-??0905.doc

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1 CICC Investment Forum (Beijing) 2016 China in Transformation: Reforms to Foster a Vibrant New Economy Kerry Hotel, Beijing November 2~3, 2015 Agenda November 2 a.m. Plenary Session 9:00 9:05 Opening Address BI Mingjian Executive Director, CEO, Chairman of the Management Committee, CICC 9:05 10:30 Keynote Speech: 2017 Macroeconomic Outlook and Investment Strategies for China and Global Markets LIANG Hong, Head of Research Department, Chief Economist, Managing Director, CICC WANG Hanfeng, Strategist, Managing Director, HUANG Haizhou, Head of Equities Department, Managing Director, CICC LIANG Hong, Head of Research Department, Chief Economist, Managing Director, CICC 10:30 10:45 Tea Break 10:45 12:00 Special Topic: Interconnection Mechanisms Impact on Mainland/Hong Kong Stock Markets and Investment Strategies Veteran investors from mainland China and Hong Kong MSCI WANG Hanfeng, Strategist, Managing Director, CICC 12:00-13:30 Lunch November 2 Parallel Sector Sessions (I) Parallel Sector Sessions (II) 13:30 14:40 Content Consumption in New Entertainment Mass Consumption Boom Sparked by New Structural Changes TBD Chairman of a prominent consumer goods company or retailer; distinguished entrepreneur in the sector Prestigious university professor or industry expert from consulting company MENG Wei, Executive Director, GUO Haiyan, Managing Director,

2 November 2 Parallel Sector Sessions (I) Parallel Sector Sessions (II) 14:40 15:50 Consumer Finance: Online vs. Offline - Which Will Prevail? Innovation to Create a Better Life through Intelligent Manufacturing Consumer Credit Director, WeBank General Manager of Credit Card Center, China Minsheng Bank Intelligent health care: Smart Robot Group Intelligent transport: Horizon Robotics CEO of Qufenqi.com Intelligent navigation for people with visual impairments: CouldMinds HUANG Jie, Executive Director, WU Huimin, Executive Director, CICC Research 15:50 17:00 New Consumers Bring Fresh Demand, Leadingedge Technologies Offer New Selling Points Logistics Industry: Revolutions Driven by Development of E-commerce Consumer behavior expert from consulting company Automobile company executives responsible for product planning and equipment comparison WAN Ying, Secretary General of the Association of Express Carrier and E-commerce, China Federation of Logistics & Purchasing XIANG Feng, General Manager of YTO Express WAN Yifeng, Secretary General of China Communications and Transportation Association FENG Wei, Executive Director, CICC Research YANG Xin, Managing Director, CICC Research 17:00 18:10 Innovation and Upgrade: Structural Changes in Pharmaceutical Usage Searching for NEEQ Food Companies with New Growth Engines and Models Official in charge of national reimbursement drug list adjustment Official in charge of major new drug evaluation Zhongding Dairy Farming Beijing Competitor Sports Science & Tech. Co., UBox November 2 13:30 18:00 QIANG Jing, Executive Director, Parallel Sessions with Listed Companies YUAN Feiyang, Managing Director,

3 November 3 a.m. Parallel Sector Sessions 9:00-10:00 China s Energy Reform amid Economic Transformation Experts on coal, oil & gas and electricity reform Chairs: GUAN Bin, Managing Director, LI Min, Executive Director, CHEN Yan, Executive Director, 10:00 11:00 Software Industry in Transition, Cloud Computing on the Rise Relevant listed companies LU Ting, Executive Director, 11:00 12:00 Development of Information Creates a New Decade for Defense Industry Expert on radar or satellite telecommunications WANG Yufei, Vice President, 12:00-13:30 Lunch November 3 Parallel Sector Sessions 13:30 14:20 New Battery Materials TBD Chairs: GAO Zheng, Executive Director, LI Xuan, Vice President, 14:20 15:10 Can Lithium and Cobalt Prices Break Higher Again? Expert from China Nonferrous Metals Industry Association Lithium Branch ; executive from Huayou Cobalt CHEN Yan, Executive Director, 15:10 16:00 Progress of PPP: A Long-term Theme for Environmental Services Industry Relevant listed companies LI Min, Executive Director, 16:00 16:50 How to Upgrade Traditional Consumer Companies? Executive from Starbucks or famous overseas food company Distributor of high-end liquor Chairs: LV Ruochen, Vice President, XING Tingzhi, Vice President, 16:50 17:50 Long-Term Housing Rental Market or Mergers and Acquisitions by Real Estate Companies Chairs: YANG Xianling, Research Head of Homelink Real Estate CAO Hongling, CFO of Sunac China Holdings Limited NING Jingbian, Executive Director, ZHANG Yu, Executive Director, November 3 Parallel Sessions with Listed Companies 9:00-18:00

4 Listed companies to be invited (we are targeting at 140~150 names among the list below) 1 Navinfo Co.,ltd. 四维图新 SZ 2 Anhui Conch Cement 海螺水泥 3 BBMG Corp 金隅股份 CH /914.HK CH /2009.HK 4 58.com Inc 58 同城 WUBA.US 5 Alibaba Group Holding 阿里巴巴集团 BABA.US 6 Baidu.Inc 百度 BIDU.US 7 Ctrip.com International 携程旅行网 CTRP. US 8 JD.com Inc 京东 JD.US 9 Vipshop Holdings 唯品会 VIPS.US 10 China Mobile 中国移动 941.HK 11 China Telecom Corp 中国电信 728.HK China Unicom Hong Kong Suzhou Industrial Park Heshun Electric Co.,. 中国联通和顺电气 CH /762.HK SZ 14 SHENZHEN LUXSHARE 立讯精密 SZ 15 GOERTEK 歌尔股份 SZ 16 Shenzhen O-film Tech Co.,. 欧菲光 SZ 17 HANGZHOU HIKVISION 海康威视 SZ 18 Jiangsu Nata Optoelectronic Material Co.,. 南大光电 SZ 19 China Shenhua 中国神华 SH 20 Yanzhou Coal 兖州煤业 SH 21 Shaanxi Coal 陕西煤业 SH 22 Hengrui Medicine 恒瑞医药 SH 23 3SBio Inc 三生制药 1530.HK CSPC Pharmaceutical Group Sino Biopharmaceutical 石药集团 1093.HK 中国生物制药 1177.HK 26 China Moly 洛阳钼业 SH 27 YUNNAN CHIHONG 驰宏锌锗 SH 28 Yantai Zhenghai Magnetic 正海磁材 SZ 29 China Hongqiao Group 中国宏桥 HK 30 Suofeiya Home Collection 索菲亚 SZ 31 Holike 好莱客 SH 32 Suning Appliance 苏宁云商 SZ 33 Jinjia Color Printing 劲嘉股份 SZ Kangde Xin Composite Material Group Co.,ltd. Sanju Environmental Protection 康得新三聚环保 36 BYD Company 比亚迪 SZ SZ SZ /1211.HK 37 Yutong Bus 宇通客车 SH 38 Changan Automobile A 长安汽车 SZ 39 Shanghai Auto. 上汽集团 SH 40 Great Wall Motor 长城汽车 Geely Automobile Holdings Guangzhou Automobile Group Co 吉利汽车广汽集团 SH /2333.HK 175.HK CH /2238.HK 43 Minth Group 敏实集团 425.HK 44 Changzhou Xingyu Automotive Lighting Systems Co.,ltd. 星宇股份 SH 45 Wanhua CHEMICAL 万华化学 SH 46 China Oilfield Services 中国油服 2883.HK 47 China Gas Holdings 中国燃气 384.HK 48 ENN Energy Holdings 新奥能源 2688.HK 49 Anta Sports Products 安踏体育 2020.HK Shenzhou International Group HANGZHOU ROBAM APPLIANCES 申洲国际集团 2313.HK 老板电器 SZ 52 Midea group 美的集团 SZ 53 Hisense 海信电器 SH 54 Gree Electric 格力电器 SZ 55 QINGDAO HAIER 青岛海尔 SH Haier Electronics Group Co Hithink RoyalFlush Information Network 海尔电器同花顺 1169.HK SZ 58 East Money Info 东方财富 SZ 59 CICC 中金公司 3908.HK 60 HANGZHOU SONGCHENG 宋城演艺 SZ

5 61 62 EMEI SHAN TOURISM CO., LTD GOME Electrical Appliances 峨眉山 A 国美电器 SZ 493.HK 63 Intime Retail 银泰商业 1833.HK 64 Sun Art Retail 高鑫零售 6808.HK 65 CAR Inc. 神州租车 699.HK 66 Sungrow Power Supply 阳光电源 SZ 67 Galaxy Entertainment Group 银河娱乐 27.HK 68 Sands China 金沙中国 1928.HK 69 Beijing Dinghan 鼎汉技术 SZ 70 Nanfang Zhongjin Environment Co.,ltd. 中金环境 SZ 71 Huawu Brake 华伍股份 SZ 72 Yonggui Electric Equipment 永贵电器 SZ Kangni Mechanical & Electrical Longma Sanitation Equipment 康尼机电龙马环卫 SH SH 75 BEIJING ORIGINWATER 碧水源 SZ Beijing Enterprises Water Group China Everbright International China Longyuan Power Group Corp Huaneng Renewables Corp China Power International Development Huadian Power International Corp Huaneng Power International Inc 北控水务光大国际龙源电力华能新能源中国电力华电国电华能国电 83 Jiangsu Expressway Co 宁沪高速 371.HK 257.HK 916.HK 958.HK 2380.HK CH /1071.HK CH /902.HK CH /177.HK 84 YLDY 永利股份 SZ 85 Fuyao Group Glass 福耀玻璃 SH 86 Broad Ocean Motor 大洋电机 SZ 87 Pacific Precision Forging 精锻科技 SZ 88 Huaxiang Electronic 宁波华翔 SZ 89 SHENZHEN HONGTAO 洪涛股份 SZ 90 Gold Mantis 金螳螂 SZ 91 China State Construction 中国建筑 SH 92 Sino Great Wall 神州长城 SZ 93 Gezhouba Group 葛洲坝 SH 94 Das Intellitech 达实智能 SZ China Railway Construction Corp China State Construction International Holdings AAC Technologies Holdings Inc Sunny Optical Group Co 中国铁建中建国际瑞声科技舜宇光学 99 ZTE Corp 中兴通讯 CH /390.HK 3311.HK 2018.HK 2382.HK CH /763.HK 100 Hundsun Technologies 恒生电子 SH 101 BEIJING EGOVA CO., LTD 数字政通 SZ 102 Hangzhou Century 思创医惠 SZ 103 Fengdong Thermal 丰东股份 SZ 104 VENUSTECH 启明星辰 SZ 105 HENAN SHUAN 双汇发展 SZ 106 Angel Yeast 安琪酵母 SH 107 Haitian Flavouring 海天味业 SH 108 Yili 伊利股份 SH 109 Hengshun Vinegar 恒顺醋业 SH 110 Wangsu Science & Co.,. 网宿科技 SZ 111 ADVERTISING 省广股份 SZ 112 ZHEJIANG HUACE 华策影视 SZ Taiya ShoesKingnet Network Co.,ltd. Visual China Group Co.,. Wanda Cinema Line Co., 恺英网络视觉中国万达院线 SZ SZ SZ 116 MIG Unmobi 明家联合 SZ 117 Dongguan Kingsun Optoelectronic Co.,. 勤上光电 SZ 118 Poly Real Estate 保利地产 SH 119 Vanke A 万科 A SZ 120 Kingsoft Corp 金山软件 3888.HK

6 121 Autohome Inc 汽车之家 ATHM.US 122 Cogobuy 科通芯城 400.HK 123 Lenovo Group 联想集团 992.HK 124 Luye Pharma Group 绿叶制药 2186.HK 125 Sinopharm Group Co 国药控股 1099.HK 126 Tong Ren Tang Technologies 同仁堂科技 1666.HK 127 Han's Laser 大族激光 SZ 128 Centre Testing International 华测检测 SZ 129 XINJIANG MACHINERY RESEARCH 新研股份 SZ 130 FUJIAN SUNNER 圣农发展 SZ 131 AIA Group 友邦保险 1299.HK 132 China Life Insurance Co 人寿保险 133 China Pacific Insurance Group Co 中国太保 CH /2628.HK CH /2601.HK 134 China Taiping Insurance 中国太平 966.HK PICC Property & Casualty Co Ping An Insurance Group Co of China China Merchants Bank Co 中国财险平安保险招商银行 2328.HK /PPCCY.US CH /2318.HK CH /3968.HK 138 Fosun International 复星国际 656.HK 139 Kangmei Pharmaceutical 康美药业 SH 140 China Resources Sanjiu Medical & Pharmaceutical 华润三九 SZ 141 Yibai Pharmaceutical 益佰制药 SH 142 Yunnan Baiyao 云南白药 SZ 143 Dr.Peng Telecom & Media 鹏博士 SH 144 Huaxun Fangzhou 华讯方舟 SZ 145 Glarun 国睿科技 SH Highlander Digital Gotecom Electronic 海兰信振芯科技 SZ SZ 148 Leike Defense 雷科防务 SZ 149 AVIC Electromechanical Systems Co.,. 中航机电 SZ 150 AviChina 中航科工 HK China Aerospace Times Electronics CO.,LTD. China Railway Signal & Communication 航天电子中国通号 SH HK 153 CSR Times Electric 南车时代电气 3898.HK 154 CRRC Corp 中国中车 CH /1766.HK 155 NetEase Inc 网易公司 NTES.US 156 New Oriental Education & Group Inc 新东方教育科技集团 EDU.US 157 Tencent Holdings 腾讯 700.HK 158 Weibo Corporation 微博 WB.US 159 Youku Tudou Inc 优酷土豆集团 YOKU.US 160 TAL Education Group 学而思集团 ( 好未来 ) XRS.US 161 Sino Wealth Electronic 中颖电子 SZ 162 WorldUnion Properties Consultancy 世联行 SZ 163 Kweichow Moutai 贵州茅台 SH 164 Sichuan Swellfun 水井坊 SH 165 JIANGSU YANGHE-A 洋河股份 SZ 166 China Yangtze Power 长江电力 SH 167 TravelSky Biostime International Holdings China Mengniu Dairy Co 中国民航信息网络合生元蒙牛 696.HK 1112:HK 2319.HK 170 Tingyi 康师傅 322.HK 171 Uni-President China Holdings 统一企业 220.HK 172 China Foods 中国食品 506.HK 173 Tsingtao Brewery 青岛啤酒 Hengan International Group Co Nine Dragons Paper Holdings China Resources Beer Holdings Company 恒安集团玖龙纸业华润啤酒 CH /168.HK 1044.HK 2689.HK 291.HK 177 Dian Diagnostics 迪安诊断 SZ 178 Qianhong Biopharma 千红制药 SZ 179 China Overseas Land & Investment 中海地产 688.HK 180 China Resources Land 华润置地 1109.HK

7 181 Dalian Wanda Commercial Properties 万达商业 3699.HK 182 Sunac China Holdings 融创 1918.HK 183 Maple Leaf Educational Systems 枫叶教育 1317.HK 184 Virscend Education 成实外教育 1565.HK 185 Changchun High & New 长春高新 SZ 186 HUADONG MEDICI 华东医药 SZ 187 LEPU MEDICAL 乐普医疗 SZ 188 Fujian Mindong Electric Power Limited Company 闽东电力 SZ 189 JSTI GROUP 苏交科 SZ Leyard Optoelectronic Co.,. Gosuncn Group Co.,. United Science&technology Co.,ltd. Angang Steel Company Limited Huayu Automotive Systems Company Limited Weichai Power Company Limited Ningbo Joyson Electronic Corp. China Grand Automotive Services Co.,. 利亚德高新兴众合科技鞍钢股份华域汽车潍柴动力均胜电子广汇汽车 SZ SZ SZ SZ /347.HK SH SZ /2338.HK SH SH 198 YONGDA AUTO 永达汽车 3669.HK 199 HARMONY AUTO 和谐汽车 3836.HK 200 Nanjing Inform Storage Equipment Co.,. 音飞储存 SH 201 Linyang Electronics 林洋能源 SH 202 Tianneng Power International 天能动力 HK 203 Chaowei Power Holdings 超威动力 HK Beijing Jingyuntong Co.,. GUANGDONG HAID GROUP 京运通海大集团 SH SZ 206 Spring Airlines 春秋航空 SH 207 Kerry Logistics Network 嘉里物流 HK 208 Air China 中国国航 753.HK / CH 209 BJ Cap Intl Airpt 首都机场 HK 210 Shenzhen Expressway 深高速 SH

Microsoft Word - CN 2016??????-??0905.doc

Microsoft Word - CN 2016??????-??0905.doc 2016 中金投资论坛 ( 北京 ) 变革中的中国 : 推陈出新北京嘉里大酒店 2016 年 11 月 2-3 日会议日程 11 月 2 日上午全体大会 9:00 9:05 开场致辞毕明建中金公司执行董事首席执行官管理委员会主席 9:05 10:30 主题演讲 2017 年宏观经济走势以及国内国际市场投资策略国际市场投资策略嘉宾 : 梁红中金公司研究部负责人首席经济学家董事总经理王汉锋中金公司策略分析师