本次会议为中国国际金融股份有限公司中金公司闭门会议仅限受邀嘉宾参会未经中金公司和演讲嘉宾书面许可任何机构和个人不得以任何形式将会议内容和相关信息对外公布转发转载传播复制编辑修改等如有上述违法行为中金公司保留追究相关方法律责任的权利 这次会议是中国国际资本合作组织限制的闭门会议,CICC,并且只允许邀请参加。CICC和评审没有签署的允许,无许组织或人员允许处罚、推进、重新印刷、分拆、複製、改编或更改会议内容和相关资讯的任何形式。 向各位领导下午好我是中丁基础材料团队的建筑建材分析员龚琴今天线上的主持人还有我们团队的姚旭东非常感谢大家今天其实是我们在上海的策略会 因为公司的时间安排,我们也借着策略会的机会,邀请大家都非常熟悉的中国交建投关负责人徐南徐总来给我们做一个公司近况的更新。我们看到线上今天也是有很多熟悉的小伙伴。 今天的话呢,因为就是也并不是在年报或者是一季报之后,大家对公司的这个情况,整体上可能也都比较的熟悉,所以说今天我们还是主要是以Q&A的一个形式来进行。要不我们今天的安排这样,就是会议助理麻烦播报一下这个提问的方式,然后呢,我这边先抛砖引玉,问几个大家关注比较多的这个问题。 后面的话呢大家有问题的 ...

Summary of the Conference Call for China National Gold Group Co., Ltd. Company Overview - The conference call pertains to China National Gold Group Co., Ltd., a publicly listed company in the gold mining industry [1]. Key Points and Arguments - The call was initiated by the Secretary of the Board of Directors, indicating a formal presentation of the company's annual performance for 2023 and the first quarter of 2024 [1]. Other Important Content - The presence of media and various supporters of China National Gold Group was acknowledged, highlighting the company's engagement with stakeholders [1].

Summary of Conference Call Company/Industry Involved - The conference call pertains to Guotai Donation Coupons, specifically for clients who have officially signed contracts with the company [1]. Core Points and Arguments - The content of the conference call is intended solely for internal learning purposes for Guotai Donation Coupon clients and is not to be disseminated externally without prior approval from Guotai Donation Coupon Research Institute [1]. - Guotai Donation Coupon has not authorized any media to forward the content related to this conference call [1]. Other Important but Possibly Overlooked Content - The audio and text records of the conference call are subject to review by Guotai Donation Coupon Research Institute before they can be retained [1].

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 10 June 2024 | 10:33PM HKT China Spirits Tracker: Unexciting Dragon Boat Festival, Moutai starts supply control Leaf Liu +852-3966-4169 | leaf.liu@gs.com Goldman Sachs (Asia) L.L.C. Hongda Zhong +852-2978-2300 | hongda.zhong@gs.com Goldman Sachs (Asia) L.L.C. We note that the general demand is relatively muted with banquet demand lapping a Julia Mu +852-2978-1219 | julia.mu@gs.com high base from 2023 pent-up demand, and also weak gifting demand (recent update Goldman Sachs (Asia ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 7 June 2024 | 9:51PM HKT Miniso (MNSO): Consumer & Leisure Corporate Day: Recent trends continue to be solid in both China/overseas; Buy Bottom line: We hosted Miniso management at our Consumer & Leisure Corporate Michelle Cheng +852-2978-6631 | Day on Jun 7. Investors were mostly focused on: 1) recent trends: In China, Miniso’s michelle.cheng@gs.com Goldman Sachs (Asia) L.L.C. SSS performance was healthy, fluctuating around 100% of 2023 level YTD despite Xinyu Ruan overall soft ...

外资买方机构现阶段对中国资产的看法20240610_导读 2024年06月11日 17:42 关键词 A股 港股 EM地区 基金 汇率 估值 外资 对冲基金 养老金 南方农业 ETF产品 恒生科技 美债 中国国债 政 策 增长 人口 长期因素 地产 投资 章节速览 ● 00:00 王毅介绍公司的etf产品 08:09 外资对于中国资产的看法 ● 15:37 外资对于中国的看法 ● 21:14 境内的qe讨论 ● 24:27 谈论配置和头寸的问题 ● 28:05 外资的配置方向和强弱分化 40:37 讲述soe的区别 ● 44:23 中国资产对中国改观的两个重大事件 ● 49:52 外资对城投的理解片面肤浅 53:44中资对日元的看空逻辑 问答回顾 发言人 问：能否简单介绍一下CSOP以及您在中国市场的投资方向？ 发言人 答：CSOP即南方东英，在港股市场上拥有众多ETF产品，包括恒生科技、big coin期货、美债 等，并计划拓展至阿拉伯等区域市场。作为南方东英的MD，我在职业早期曾专注于英国养老金业 务，回港后负责管理公司的ETF产品线，涵盖香港及新加坡近50只产品，部分已在国内上市，如恒生科 技（5131 ...

23年公司全年实现了营收达到了675.4亿元同比增长了24.08%归属上市公司的股东定利润达到67.14亿元同比增长了33.46%公司一直以来高度重视股东的回报在日前举行的年度股东大会上高票通过了公司2023年度利润分配方案 现金分红比例大幅的提升到了50.85%分配的现金红利达到了创纪录的34.14亿元2024年的一季度公司的盈利能力的持续修复主营的业务的毛利率进一步的回升到了32.7%同比增长了近4个百分点公司一直的聚焦 稳增长优结构提制效控风险强挡线等工作重点实现了经营质量和效益的稳步提升2024年是商务部确定的消费促进年作为行业的头燕我们将继续的保持战略定力聚焦旅游零售的业务全力以赴的打造具有全球竞争力和影响力的世界一流旅游零售运营商 为促进消费和旅游零售行业的高质量发展 添砖加瓦我先介绍主要介绍这些情况下面我们请公司的财务部负责人丁丽女士为大家详细的介绍公司的情况大家好我是公司财务部负责人丁丽下面由我来汇报一下公司的近期情况首先用几组数字让大家对中缅公司最新情况 有一个直观的了解在行业上中缅连续三年蚕临世界旅游零售商首位2023年营业收入达675.40亿元同比增长24.08%规模净利润67.14亿元 ...

更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 BofA SECURITIES Asia FI & FX Strategy Watch China rates & FX chartbook - it's hard to find balance FX - holding on to the USD 研报 03 June 2024 Spot net FX settlement by banks on behalf of clients stood at -USs36.7bn in April - the largest deficit since Dec-2016. The deficit is even larger once incorporating changes in outstanding forwards and options contracts, suggesting widening imbalance between UsD demand and supply among banks' clients. Anecdotal evidence suggests firms are l ...

Company and Industry Summary Company Overview - The document discusses the company's 2023 variety show launch conference, highlighting it as a significant year for the company in terms of implementing national policies and economic recovery post-COVID-19 [1] Key Points - 2023 is described as a pivotal year for the company, marking the beginning of the implementation of the 20th National Congress spirit and the 14th Five-Year Plan [1] - The transition from COVID-19 pandemic control to economic recovery is emphasized as a critical development for the company [1] Additional Important Content - The document reflects on the historical context of 2023, indicating it as a year of growth and strategic importance for the company [1]

Let me make an opening statement. Hello everyone, I am Miko. I wish you all good health. This is an interview, not a PPT. Today's guest is Wang Yi, MD of CSOP. Because there are a lot of new friends, I won't call him Mr. Wang. I don't want to cause any misunderstandings. I will call him Mr. Wang. CSOP There are many ETF products in the Hong Kong stock market. I listed some of their star products here, including Hensheng Technology, Bitcoin futures, US bonds, and ETFs in some areas in Arab. Mr. Wang Yi had a ...