Greater China Conference Hong Kong: 4-6 May 2015

Transcription

1 One Belt, One Road 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 CH Baoshan Iron & Steel Materials CH Daqin Railway Industrials CH Sany Heavy Industry Industrials CH Shanghai Electric Group Industrials

2 Expanding Overseas 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 Constructi Industrials 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 1186 HK China Railway Construction Industrials 390 HK China Railway Group Industrials 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

3 Expanding 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 3808 HK Sinotruk Hong Kong 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 CH Bright Dairy & Food Consumer Staples CH Chaozhou Three Information Technology CH Csg Holding Materials CH Daqin Railway Industrials CH Industrial Bank Financials CH Inner Mongolia Yili Indus Consumer Staples CH Jiangsu Hengrui Medicine Health Care CH Jiangxi Ganfeng Lithium Materials CH Offshore Oil Engineering Energy CH Qinghai Salt Lake Industry Materials CH Rising Nonferrous Metal Materials CH Sany Heavy Industry Industrials CH Shanghai Electric Industrials CH Shanghai Pudong Devel Bank Financials CH Shenergy Company Limited Utilities CH Shenzhen Absen Information Technology CH Shenzhen Capchem Technology Materials CH Shenzhen Zhongjin Lingnan Materials CH Siasun Robot & Automation Industrials CH Sichuan Tianqi Lithium Ind Materials CH Sinopec Yizheng Chemical Materials CH Tasly Pharmaceutical Group Health Care CH Xiamen Tungsten Materials CH Zhejiang Runtu Materials

4 RMB Internationalisation 753 HK Air China Industrials 3988 HK Bank Of China Financials 1963 HK Bank Of Chongqing Financials 23 HK Bank Of East Asia 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 11 HK Hang Seng Bank 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 494 HK Li & Fung Consumer Discretionary 1180 HK Paradise Entertainment Consumer Discretionary 1913 HK Prada S.P.A. Consumer Discretionary 1910 HK Samsonite International Sa Consumer Discretionary 1836 HK Stella International Consumer Discretionary 86 HK Sun Hung Kai & Co Financials 806 HK Value Partners Group Financials CH Bank Of Beijing Financials CH Bank Of Nanjing Financials CH Daqin Railway Industrials CH Industrial Bank Financials CH Ping An Bank Financials CH Shanghai Pudong Devel Bank Financials

5 Currency War and Export 23 HK Bank Of East Asia Financials 2388 HK Boc Hong Kong Holdings Financials 3983 HK China Bluechemical Materials 1919 HK China Cosco Holdings Industrials 144 HK China Merchants Hldgs Intl Industrials 2866 HK China Shipping Container Industrials 1199 HK Cosco Pacific Industrials 440 HK Dah Sing Financial Holdings Financials 2880 HK Dalian Port (Pda) Industrials 330 HK Esprit Holdings Consumer Discretionary 838 HK Eva Precision Industrial Hld Industrials 11 HK Hang Seng Bank Financials 1044 HK Hengan Intl Group Consumer Staples 2314 HK Lee & Man Paper Manufacturin Materials 494 HK Li & Fung Consumer Discretionary 2689 HK Nine Dragons Paper Holdings Materials 316 HK Orient Overseas Intl Industrials 1913 HK Prada S.P.A. Consumer Discretionary 3369 HK Qinhuangdao Port Co Industrials 1910 HK Samsonite International Sa Consumer Discretionary 297 HK Sinofert Holdings Materials 1836 HK Stella International Consumer Discretionary 2618 HK Tcl Communication Tech Hldgs Information Technology 868 HK Xinyi Glass Holdings Consumer Discretionary CH Chaozhou Three Information Technology CH Daqin Railway Co Industrials CH Shenzhen Absen Information Technology

6 US Rate Hike 3988 HK Bank Of China Financials 1963 HK Bank Of Chongqing Financials 23 HK Bank Of East Asia Financials 2388 HK Boc Hong Kong Holdings Financials 2778 HK Champion Reit Financials 1 HK Cheung Kong Holdings Financials 6818 HK China Everbright Bank Financials 1313 HK China Resources Cement Materials 691 HK China Shanshui Cement Group Materials 3618 HK Chongqing Rural mmercial Financials 440 HK Dah Sing Financial Holdings Financials 27 HK Galaxy Entertainment Group L Consumer Discretionary 41 HK Great Eagle Holdings Financials 101 HK Hang Lung Properties Financials 11 HK Hang Seng Bank Financials 6138 HK Harbin Bank Financials 12 HK Henderson Land Development Financials HK Hui Xian Reit Financials 880 HK Sjm Holdings Consumer Discretionary 1836 HK Stella International Consumer Discretionary 16 HK Sun Hung Kai Properties Financials 435 HK Sunlight Real Estate Invest Financials 19 HK Swire Pacific Financials 1972 HK Swire Properties 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 2314 HK Lee & Man Paper Manufacturin Materials 494 HK Li & Fung Consumer Discretionary 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 2689 HK Nine Dragons Paper Holdings Materials 1913 HK Prada S.P.A. Consumer Discretionary 808 HK Prosperity Reit Financials 1910 HK Samsonite International Sa Consumer Discretionary 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 CH Bank Of Beijing Co Financials CH Bank Of Nanjing Co Financials CH Daqin Railway Co Industrials CH Industrial Bank Co Financials CH Ping An Bank Co Financials CH Shanghai Pudong Devel Bank Financials

7 Sovereignty and Defence 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 CH Avic Aero-Engine Controls Industrials CH Avic Aircraft Co Industrials CH Avic Aviation Engine Corp Industrials CH Avic Heavy Machinery Co Lt Industrials CH Avic Helicopter Co Industrials CH China Aerospace Times Elec Industrials CH China Avic Electronics Co Industrials CH China Spacesat Co Industrials CH Daqin Railway Co Industrials CH Datang Telecom Tech Co Information Technology CH Jiangxi Hongdu Aviation Industrials CH North Navigation Control T Industrials CH Xi'an Tian He Industrials

8 Energy Self-Sufficency 3337 HK Anton Oilfield Services Gp Energy 3983 HK China Bluechemical Materials 1898 HK China Coal Energy Co Energy 2883 HK China Oilfield Services 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 2178 HK Petro-King Oilfield Svcs Energy 639 HK Shougang Fushan Resources Materials 297 HK Sinofert Holdings Materials 934 HK Sinopec Kantons Holdings Energy 1251 HK Spt Energy oup Inc Energy 1171 HK Yanzhou Coal Mining Co Energy CH China Merchants Energy Energy CH Daqin Railway Co Industrials CH Guangdong East Information Technology CH Guanghui Energy Co Energy CH Offshore Oil Engineering Energy CH Shaanxi Coal I Energy CH Shaanxi Heimao Energy CH Yantai Jereh Oilfield Energy

9 Moving Goods Faster and Smarter 293 HK Cathay Pacific Airways Industrials 1919 HK China Cosco Holdings Industrials 670 HK China Eastern Airlines Co Industrials 2866 HK China Shipping Container Industrials 1138 HK China Shipping Development Industrials 1055 HK China Southern Airlines Co Industrials 493 HK Gome Electrical Appliances Consumer Discretionary 636 HK Kerry Logistics Network Industrials 268 HK Kingdee International Information Technology 2314 HK Lee & Man Paper Manufacturing Materials 494 HK Li & Fung Consumer Discretionary 1316 HK Nexteer Automotive Group Consumer Discretionary 2689 HK Nine Dragons Paper Holdings Materials 659 HK Nws Holdings Industrials 316 HK Orient Overseas Intl Industrials 2343 HK Pacific Basin Shipping Industrials 3808 HK Sinotruk Hong Kong Industrials 2338 HK Weichai Power Co Industrials CH Daqin Railway Co Industrials

10 E Change Your Life WUBA US 58.Com Inc Information Technology 753 HK Air China Industrials 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 23 HK Bank Of East Asia Financials 1880 HK Belle International Holdings Consumer Discretionary 2388 HK Boc Hong Kong Holdings Financials 293 HK Cathay Pacific Airways Industrials CYOU US Changyou.Com. Information Technology CMCM US Cheetah Mobile, Inc. Information Technology 1919 HK China Cosco Holdings Industrials 670 HK China Eastern Airlines Co Industrials 6818 HK China Everbright Bank Financials 291 HK China Resources Enterprise Consumer Staples 1088 HK China Shenhua Energy Co Energy 2866 HK China Shipping Container Industrials 1138 HK China Shipping Development Industrials 1055 HK China Southern Airlines Co Industrials 3618 HK Chongqing Rural Commercial Financials 831 HK Convenience Retail Asia Consumer Staples 2369 HK Coolpad Group Information Technology CTRP US Ctrip.Com International. Consumer Discretionary 440 HK Dah Sing Financial Holdings Financials 484 HK Forgame Holdings Information Technology 3308 HK Golden Eagle Retail Group Consumer Discretionary 874 HK Guangzhou Baiyunshan Pharm Health Care 11 HK Hang Seng Bank Financials 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 636 HK Kerry Logistics Network Industrials 268 HK Kingdee International Sftwr Information Technology 3888 HK Kingsoft Corp Information Technology 2314 HK Lee & Man Paper Manufacturin Materials 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 2689 HK Nine Dragons Paper Holdings Materials 316 HK Orient Overseas Intl Industrials 2343 HK Pacific Basin Shipping Industrials 3368 HK Parkson Retail Group Consumer Discretionary 327 HK Pax Global Technology Information Technology

11 E Change Your Life 1968 HK Peak Sport Products Consumer Discretionary QIHU US Qihoo 360 Technology Co.,. Information Technology 2196 HK Shanghai Fosun Pharmaceutical (GHealth 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 2618 HK Tcl Communication Tech Hldgs Information Technology 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 CH Aier Eye Hospital Group Co.. Health Care Unlisted Allyes Internet CH Bank Of Beijing Co Financials CH Bank Of Nanjing Co Financials CH Baoshan Iron & Steel Co Materials CH Bright Dairy & Food Co Consumer Staples CH Chaozhou Three Information Technology CH Daqin Railway Co Industrials CH Datang Telecom Tech Co Information Technology CH Dr Peng Telcom & Media Gr Telecommunication Services CH Feitian Techno Information Technology Unlisted Ganji Internet Unlisted Groupm Internet CH Guangdong Elli Information Technology CH Guirenniao Co Consumer Discretionary CH Hangzhou Sunri Information Technology CH Happigo Home S Consumer Discretionary CH Hebei Huijin E Information Technology Unlisted Iclick Internet CH Industrial Bank Co Financials CH Inner Mongolia Yili Indus Consumer Staples Unlisted Iqiyi Internet CH Leshi Internet Information Information Technology CH Netposa Techno Information Technology CH Ping An Bank Co Financials Unlisted Ping An Lufax Internet CH Shanghai Pudong Devel Bank Financials CH Shenzhen Absen Information Technology Unlisted Vizeum Internet Unlisted Xibao Internet

12 Rise of the Middle Class 3383 HK Agile Property Holdings Financials 1299 HK Aia Group Financials 753 HK Air China Industrials 538 HK Ajisen China Holdings Consumer Discretionary 2020 HK Anta Sports Products Consumer Discretionary 1293 HK Baoxin Auto Group Consumer Discretionary 1880 HK Belle International Holdings 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 293 HK Cathay Pacific Airways Industrials 3983 HK China Bluechemical Materials 1919 HK China Cosco Holdings Industrials 670 HK China Eastern Airlines Co Industrials 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 941 HK China Mobile Telecommunication Services 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 386 HK China Petroleum & Chemical Energy 291 HK China Resources Enterprise Consumer Staples 1109 HK China Resources Land Financials 1432 HK China Shengmu Organic Milk Consumer Staples 2866 HK China Shipping Container Industrials 1138 HK China Shipping Development Industrials 1055 HK China Southern Airlines Co Industrials 966 HK China Taiping Insurance Hold Financials 728 HK China Telecom Corp Telecommunication Services 762 HK China Unicom Hong Kong 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 831 HK Convenience Retail Asia Consumer Staples 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 27 HK Galaxy Entertainment Group L Consumer Discretionary

13 Rise of the Middle Class 175 HK Geely Automobile Holdings Lt Consumer Discretionary 3308 HK Golden Eagle Retail Group Consumer Discretionary 493 HK Gome Electrical Appliances Consumer Discretionary 2333 HK Great Wall Motor Company Consumer Discretionary 337 HK Greenland Hong Kong Holdings Financials 2238 HK Guangzhou Automobile Group Consumer Discretionary 2777 HK Guangzhou R&F Properties Financials 6837 HK Haitong Securities Co Financials 101 HK Hang Lung Properties Financials 1044 HK Hengan Intl Group Co Consumer Staples 3389 HK Hengdeli Holdings Consumer Discretionary 2226 HK Honworld Group Consumer Staples 14 HK Hysan Development Co Financials 1833 HK Intime Retail Group Co Consumer Discretionary 1813 HK Kwg Property Holding Financials 2331 HK Li Ning Co Consumer Discretionary 980 HK Lianhua Supermarket Hldgs Consumer Staples 1212 HK Lifestyle Intl Hldgs Consumer Discretionary 1302 HK Lifetech Scientific Corp. Health Care 823 HK Link Reit Financials 973 HK L'occitane International Sa Consumer Discretionary 960 HK Longfor Properties Financials 590 HK Luk Fook Holdings Intl Consumer Discretionary 2282 HK Mgm China Holdings Consumer Discretionary 1336 HK New China Life Insurance C Financials 825 HK New World Dept Store China Consumer Discretionary 342 HK Newocean Energy Hldgs Energy 1316 HK Nexteer Automotive Group Consumer Discretionary 316 HK Orient Overseas Intl Industrials 2343 HK Pacific Basin Shipping Industrials 1382 HK Pacific Textiles Holdings Consumer Discretionary 3368 HK Parkson Retail Group Consumer Discretionary 1968 HK Peak Sport Products Consumer Discretionary 1339 HK People's Insurance Financials 857 HK Petrochina Co Energy 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 1913 HK Prada S.P.A. Consumer Discretionary 178 HK Sa Sa International Hldgs Consumer Discretionary 1910 HK Samsonite International Sa Consumer Discretionary 1928 HK Sands China Consumer Discretionary 2313 HK Shenzhou International Group Consumer Discretionary 813 HK Shimao Property Holdings Financials 272 HK Shui On Land Financials 297 HK Sinofert Holdings Materials 3377 HK Sino-Ocean Land Holdings Financials 934 HK Sinopec Kantons Holdings Energy 880 HK Sjm Holdings Consumer Discretionary 410 HK Soho China Financials 1836 HK Stella International Consumer Discretionary

14 Rise of the Middle Class 6808 HK Sun Art Retail Group Consumer Staples 1918 HK Sunac China Holdings Financials 435 HK Sunlight Real Estate Invest Financials 1972 HK Swire Properties Financials 322 HK Tingyi (Cayman Isln) Hldg Co Consumer Staples 1314 HK Tsui Wah Holdings Consumer Discretionary 220 HK Uni-President China Holdings Consumer Staples 3331 HK Vinda International Holdings Consumer Staples 151 HK Want Want China Holdings Consumer Staples 4 HK Wharf Holdings Financials 20 HK Wheelock & Co Financials 1025 HK Wumart Stores Inc Consumer Staples 1128 HK Wynn Macau Consumer Discretionary 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 CH Aier Eye Hospital Group Co.. Health Care CH Anxin Trust Co Financials CH Beijing Enlight Media Co L Consumer Discretionary CH Beingmate Baby & Child Fo Consumer Staples CH Bright Dairy & Food Co Consumer Staples CH Changjiang Securities Co L Financials CH China Fortune Land Develop Financials CH China Merchants Securities Financials CH Chongqing Changan Automob Consumer Discretionary CH Daqin Railway Co Industrials CH Dongfeng Electronic Tech Consumer Discretionary CH Everbright Securitie Co Financials CH Financial Street Holdings Financials CH Foshan Haitian Consumer Staples CH Founder Securities Co Financials CH Fuyao Glass Consumer Discretionary CH Fuyao Group Glass Industr Consumer Discretionary CH Gf Securities Co Financials CH Gree Real Estate Co Financials CH Guirenniao Co Consumer Discretionary CH Guosen Securit Financials CH Guoyuan Securities Co Financials CH Happigo Home S Consumer Discretionary CH Huafa Industrial Co Zh Financials CH Huatai Securities Co Financials CH Huayi Brothers Media Corp Consumer Discretionary CH Huayu Automotive Systems Consumer Discretionary CH Industrial Securities Co Financials CH Inner Mongolia Yili Indus Consumer Staples CH Jiangsu King's Consumer Staples CH Kuaijishan Sha Consumer Staples CH Liaoning Wellh Consumer Staples CH Muyuan Foodstu Consumer Staples

15 Rise of the Middle Class CH Northeast Securities Co Lt Financials CH Poly Real Estate Group Co Financials CH Saic Motor Corp Consumer Discretionary CH Sealand Securities Co Financials CH Shandong Longd Consumer Staples CH Shanghai International Por Industrials CH Shanghai Lujiazui Fin&Trad Financials CH Shanxi Securities Co Financials CH Shenwan Hongyu Financials CH Shenyang Cuihu Consumer Discretionary CH Sinolink Securities Co Financials CH Soochow Securities Co Financials CH Southwest Securities Co Lt Financials CH Sunshine City Group Co Financials CH Western Securities Co Financials

16 Aging Population 1299 HK AIA Group Financials 2020 HK Anta Sports Products Consumer Discretionary 1880 HK Belle International Holdings Consumer Discretionary 2628 HK China Life Insurance Co Financials 2601 HK China Pacific Insurance Gr Financials 291 HK China Resources Enterprise Consumer Staples 966 HK China Taiping Insurance Hold Financials 570 HK China Traditional Chinese Me Health Care 116 HK Chow Sang Sang Hldg Consumer Discretionary 1929 HK Chow Tai Fook Jewellery Grou Consumer Discretionary 831 HK Convenience Retail Asia Consumer Staples 1093 HK Cspc Pharmaceutical Group Lt Health Care 210 HK Daphne International Holding Consumer Discretionary 887 HK Emperor Watch & Jewellery Consumer Discretionary 1061 HK Essex Bio-Technology Health Care 27 HK Galaxy Entertainment Group L Consumer Discretionary 3308 HK Golden Eagle Retail Group Consumer Discretionary 493 HK Gome Electrical Appliances Consumer Discretionary 874 HK Guangzhou Baiyunshan Pharm Health Care 1044 HK Hengan Intl Group Co Consumer Staples 3389 HK Hengdeli Holdings Consumer Discretionary 336 HK Huabao International Holding Materials 1833 HK Intime Retail Group Co Consumer Discretionary 2331 HK Li Ning Co Consumer Discretionary 980 HK Lianhua Supermarket Hldgs Consumer Staples 1212 HK Lifestyle Intl Hldgs Consumer Discretionary 1302 HK Lifetech Scientific Corp. Health Care 2005 HK Lijun International Pharmaceutical (Health Care 1513 HK Livzon Pharmaceutical Grou Health Care 973 HK L'occitane International Sa Consumer Discretionary 590 HK Luk Fook Holdings Intl Consumer Discretionary 2186 HK Luye Pharma Group Health Care 2282 HK Mgm China Holdings Consumer Discretionary 1336 HK New China Life Insurance C Financials 825 HK New World Dept Store China Consumer Discretionary 3368 HK Parkson Retail Group Consumer Discretionary 1968 HK Peak Sport Products Consumer Discretionary 1339 HK People's Insurance Co Grou Financials 1515 HK Phoenix Healthcare Group Co., Health Care 2328 HK Picc Property & Casualty Financials 2318 HK Ping An Insurance Group Co Financials 1913 HK Prada S.P.A. Consumer Discretionary 1910 HK Samsonite International Sa Consumer Discretionary 1928 HK Sands China Consumer Discretionary 2196 HK Shanghai Fosun Pharmaceutical Health Care 1177 HK Sino Biopharmaceutical Health Care 3377 HK Sino-Ocean Land Holdings Financials 1099 HK Sinopharm Group Co., Health Care 880 HK Sjm Holdings Consumer Discretionary 1836 HK Stella International Consumer Discretionary 6808 HK Sun Art Retail Group Consumer Staples

17 Aging Population 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 1025 HK Wumart Stores Inc Consumer Staples 1128 HK Wynn Macau Consumer Discretionary CH Aier Eye Hospital Group Co. Health Care CH Beijing Tiantan Biological Products Health Care CH China Resources Sanjiu Medical & Health Care CH Daqin Railway Co Industrials CH Guirenniao Co Consumer Discretionary CH Happigo Home S Consumer Discretionary CH Jiangsu Hengrui Medicine C Health Care CH Shenyang Cuihu Consumer Discretionary CH Tasly Pharmaceutical Group Health Care CH Tonghua Dongbao Pharmaceutical Health Care CH Wuhan Humanwell Healthcare Health Care CH Yunnan Baiyao Group Co. Health Care

18 Anti-Corruption 3337 HK Anton Oilfield Services Gp Energy 1988 HK China Minsheng Banking Financials 2883 HK China Oilfield Services Energy 386 HK China Petroleum & Chemical Energy 291 HK China Resources Enterprise Consumer Staples 116 HK Chow Sang Sang Hldg Consumer Discretionary 1929 HK Chow Tai Fook Jewellery Grou Consumer Discretionary 883 HK Cnooc Energy 887 HK Emperor Watch & Jewellery Consumer Discretionary 27 HK Galaxy Entertainment Group L Consumer Discretionary 3308 HK Golden Eagle Retail Group Consumer Discretionary 874 HK Guangzhou Baiyunshan Pharm Health Care 3389 HK Hengdeli Holdings Consumer Discretionary 14 HK Hysan Development Co Financials 1833 HK Intime Retail Group Co Consumer Discretionary 135 HK Kunlun Energy Co Energy 980 HK Lianhua Supermarket Hldgs Consumer Staples 1212 HK Lifestyle Intl Hldgs Consumer Discretionary 590 HK Luk Fook Holdings Intl Consumer Discretionary 2282 HK Mgm China Holdings Consumer Discretionary 1555 HK Mie Holdings Corporation Energy 825 HK New World Dept Store China Consumer Discretionary 3368 HK Parkson Retail Group Consumer Discretionary 857 HK Petrochina Co Energy 2178 HK Petro-King Oilfield Svcs Energy 1928 HK Sands China Consumer Discretionary 934 HK Sinopec Kantons Holdings Energy 1099 HK Sinopharm Group Co.,. Health Care 880 HK Sjm Holdings Consumer Discretionary 1251 HK Spt Energy Group Inc Energy 6808 HK Sun Art Retail Group Consumer Staples 1972 HK Swire Properties Financials 4 HK Wharf Holdings Financials 1025 HK Wumart Stores Inc Consumer Staples 1128 HK Wynn Macau Consumer Discretionary CHChina Resources Sanjiu Medical & Health Care CHDaqin Railway Co Industrials CHShenyang Cuihu Consumer Discretionary CHYantai Jereh Oilfield Energy

19 Beautiful China 2600 HK Aluminum Corp Of China Materials 347 HK Angang Steel Co Materials 914 HK Anhui Conch Cement Co Materials 3337 HK Anton Oilfield Services Gp Energy 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 1898 HK China Coal Energy Co Energy 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 386 HK China Petroleum & Chemical Energy 1313 HK China Resources Cement Materials 1193 HK China Resources Gas Group Lt Utilities 691 HK China Shanshui Cement Group Materials 1088 HK China Shenhua Energy Co Energy 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 493 HK Gome Electrical Appliances Consumer Discretionary 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 135 HK Kunlun Energy Co Energy 323 HK Maanshan Iron & Steel Materials EDU US New Oriental Education & TechnoloConsumer Discretionary 342 HK Newocean Energy Hldgs Energy 1316 HK Nexteer Automotive Group Consumer Discretionary 857 HK Petrochina Co Energy 2178 HK Petro-King Oilfield Svcs Energy 639 HK Shougang Fushan Resources Gr Materials 410 HK Soho China Financials

20 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 CHChina Yangtze Power Co Utilities CHCsg Holding Co - A Materials CHDaqin Railway Co Industrials CHDongfeng Electronic Tech Consumer Discretionary CHGrandblue Environment Co Utilities CHGuangdong East Information Technology CHShanghai Electric Grp Co L Industrials

21 Tourism Boom and Bust 753 HK Air China Industrials 293 HK Cathay Pacific Airways Industrials 670 HK China Eastern Airlines Co Industrials 1055 HK China Southern Airlines Co Industrials 116 HK Chow Sang Sang Hldg Consumer Discretionary 1929 HK Chow Tai Fook Jewellery Grou Consumer Discretionary 887 HK Emperor Watch & Jewellery Consumer Discretionary 817 HK Franshion Properties Financials 27 HK Galaxy Entertainment Group L Consumer Discretionary 41 HK Great Eagle Holdings Financials 101 HK Hang Lung Properties Financials 3389 HK Hengdeli Holdings Consumer Discretionary 14 HK Hysan Development Co Financials 207 HK Joy City Property Financials 1212 HK Lifestyle Intl Hldgs Consumer Discretionary 973 HK L'occitane International Sa Consumer Discretionary 590 HK Luk Fook Holdings Intl Consumer Discretionary 2282 HK Mgm China Holdings Consumer Discretionary 1180 HK Paradise Entertainment Consumer Discretionary 1913 HK Prada S.P.A. Consumer Discretionary 178 HK Sa Sa International Hldgs Consumer Discretionary 1910 HK Samsonite International Sa Consumer Discretionary 1928 HK Sands China Consumer Discretionary 272 HK Shui On Land Financials 880 HK Sjm Holdings Consumer Discretionary 1972 HK Swire Properties Financials 1314 HK Tsui Wah Holdings Consumer Discretionary 4 HK Wharf Holdings Financials 1128 HK Wynn Macau Consumer Discretionary CH Daqin Railway Co Industrials CH Huayi Brothers Media Corp Consumer Discretionary CH Shanghai International Por Industrials

22 Hukou reform and Mobility 3383 HK Agile Property Holdings Ltd Financials 1288 HK Agricultural Bank Of China Financials 2009 HK Bbmg Corp Materials 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 817 HK Franshion Properties Financials 337 HK Greenland Hong Kong Holdings Financials 2777 HK Guangzhou R&F Properties 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 3377 HK Sino-Ocean Land Holdings Financials 1918 HK Sunac China Holdings Ltd Financials 123 HK Yuexiu Property Co Ltd Financials 1628 HK Yuzhou Properties Co Financials CH China Fortune Land Develop Financials CH Daqin Railway Co Ltd Industrials CH Financial Street Holdings Financials CH Gree Real Estate Co Ltd Financials CH Huafa Industrial Co Ltd Zh Financials CH Poly Real Estate Group Co Financials CH Shanghai Lujiazui Fin&Trad Financials CH Shanghai Waigaoqiao Ftz - A Industrials CH Sunshine City Group Co Ltd Financials

23 Agricultural Reform 1288 HK Agricultural Bank Of China Financials 1963 HK Bank Of Chongqing Co Ltd Financials 940 HK China Animal Healthcare Ltd Health Care 3983 HK China Bluechemical Ltd Materials 2628 HK China Life Insurance Co Financials 2601 HK China Pacific Insurance Gr Financials 966 HK China Taiping Insurance Hold Financials 3618 HK Chongqing Rural Commercial Financials 1336 HK New China Life Insurance C Financials 1339 HK People's Insurance Co Grou Financials 2328 HK Picc Property & Casualty Financials 297 HK Sinofert Holdings Ltd Materials CH Daqin Railway Co Ltd Industrials

24 Fighting for 7% GDP 1288 HK Agricultural Bank Of China Financials 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 23 HK Bank Of East Asia Financials 2388 HK Boc Hong Kong Holdings Ltd Financials 998 HK China Citic Bank Corp Ltd Financials 939 HK China Construction Bank Financials 6818 HK China Everbright Bank Co L Financials 3968 HK China Merchants Bank Financials 1988 HK China Minsheng Banking Financials 941 HK China Mobile Ltd Telecommunication Services 3323 HK China National Building Ma Materials 728 HK China Telecom Corp Ltd Telecommunication Services 762 HK China Unicom Hong Kong Ltd Telecommunication Services 3618 HK Chongqing Rural Commercial Financials 906 HK Cpmc Holdings Ltd Materials 440 HK Dah Sing Financial Holdings Financials 27 HK Galaxy Entertainment Group L Consumer Discretionary 11 HK Hang Seng Bank Ltd Financials 6138 HK Harbin Bank Co Ltd Financials 3698 HK Huishang Bank Corp Ltd Financials 1398 HK Ind & Comm Bk Of China Financials 358 HK Jiangxi Copper Co Ltd Materials 268 HK Kingdee International Sftwr Information Technology 323 HK Maanshan Iron & Steel 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 CH Bank Of Beijing Co Ltd Financials CH Bank Of Nanjing Co Ltd Financials CH Baoshan Iron & Steel Co Materials CH Daqin Railway Co Ltd Industrials CH Industrial Bank Co Ltd Financials CH Jiangxi Ganfeng Lithium Co Materials CH Ping An Bank Co Ltd Financials CH Qinghai Salt Lake Industry Materials CH Rising Nonferrous Metal Sh Materials CH Shanghai Pudong Devel Bank Financials CH Shenzhen Zhongjin Lingnan Materials CH Sichuan Tianqi Lithium Ind Materials CH Xiamen Tungsten Co Ltd Materials

25 SOE Reform 1288 HK Agricultural Bank Of China Financials 753 HK Air China Industrials 2600 HK Aluminum Corp Of China Materials 914 HK Anhui Conch Cement Co Materials 2357 HK Avichina Industry & Tech Industrials 3988 HK Bank Of China Financials 1963 HK Bank Of Chongqing Co Financials 3328 HK Bank Of Communications Co Financials 23 HK Bank Of East Asia Financials 2009 HK Bbmg Corp Materials 2388 HK Boc Hong Kong Holdings Financials 3983 HK China Bluechemical Materials 998 HK China Citic Bank Corp Financials 6199 HK China Cnr Corp Industrials 1898 HK China Coal Energy Co Energy 1800 HK China Communications Const Industrials 552 HK China Communications Servi Telecommunication Services 586 HK China Conch Venture Holdings Industrials 939 HK China Construction Bank Financials 1919 HK China Cosco Holdings Industrials 1798 HK China Datang Corp Renewabl Utilities 670 HK China Eastern Airlines Co Industrials 6818 HK China Everbright Bank Co L Financials 2628 HK China Life Insurance Co Financials 916 HK China Longyuan Power Group Utilities 3968 HK China Merchants Bank Financials 1988 HK China Minsheng Banking Financials 941 HK China Mobile Telecommunication Services 3323 HK China National Building Ma Materials 2883 HK China Oilfield Services Energy 2601 HK China Pacific Insurance Gr Financials 386 HK China Petroleum & Chemical Energy 2380 HK China Power International Utilities 1186 HK China Railway Construction Industrials 390 HK China Railway Group Industrials 291 HK China Resources Enterprise Consumer Staples 1109 HK China Resources Land Financials 836 HK China Resources Power Holdin Utilities 1088 HK China Shenhua Energy Co Energy 2866 HK China Shipping Container Industrials 1138 HK China Shipping Development Industrials 728 HK China Telecom Corp Telecommunication Services 570 HK China Traditional Chinese Me Health Care 762 HK China Unicom Hong Kong Telecommunication Services 3618 HK Chongqing Rural Commercial Financials 883 HK Cnooc Energy 906 HK Cpmc Holdings Materials 1766 HK Csr Corp Industrials 440 HK Dah Sing Financial Holdings Financials 991 HK Datang Intl Power Gen Co Utilities 270 HK Guangdong Investment Utilities

26 SOE Reform 525 HK Guangshen Railway Co Industrials 874 HK Guangzhou Baiyunshan Pharm Health Care 11 HK Hang Seng Bank Financials 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 1398 HK Ind & Comm Bk Of China Financials 268 HK Kingdee International Sftwr Information Technology 135 HK Kunlun Energy Co Energy 980 HK Lianhua Supermarket Hldgs Consumer Staples 1336 HK New China Life Insurance C Financials 1339 HK People's Insurance Co Grou Financials 857 HK Petrochina Co Energy 2328 HK Picc Property & Casualty Financials 297 HK Sinofert Holdings Materials 934 HK Sinopec Kantons Holdings Energy 1099 HK Sinopharm Group Co.,. Health Care 3808 HK Sinotruk Hong Kong Industrials 2338 HK Weichai Power Co Industrials 2208 HK Xinjiang Goldwind Sci&Tec Industrials 3898 HK Zhuzhou Csr Times Electric Industrials CH Bank Of Beijing Co Financials CH Bank Of Nanjing Co Financials CH Baoshan Iron & Steel Co Materials CH Bright Dairy & Food Co Consumer Staples CH China Resources Sanjiu Medical & Phar Health Care CH China Yangtze Power Co Utilities CH Daqin Railway Co Industrials CH Datang Telecom Tech Co Information Technology CH Dr Peng Telcom & Media Gr Telecommunication Services CH Industrial Bank Co Financials CH Inner Mongolia Yili Indus Consumer Staples CH Netposa Techno Information Technology CH Ping An Bank Co Financials CH Shanghai Pudong Devel Bank Financials CH Shenergy Company Limited Utilities CH Shenzhen Zhongjin Lingnan Materials CH Sinopec Yizheng Chemical Materials

27 Industrialisation HK Wasion Group Holdings Ltd Information Technology CH Daqin Railway Co Ltd Industrials CH Shanghai Step Electric Cor Industrials CH Shenzhen Inovance Technolo Industrials CH Siasun Robot & Automation Industrials CH Yonyou Software Co Ltd Information Technology