Sector ― Subsectorpic.bankofchina.com/bocappd/rareport/201708/P0201708304336097526… · 、(01856)依波路、(01863)中国龙天集团、(01886 ... 大中华地产控股

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  • 2017 8 30

    (8610)66229085

    [email protected]

    S1300511040003

    8 29 0.43% 224

    27638 0.35%

    27765.01 0.41% 11296.08 0.24% 4288.49

    948.94

    3.78%3.72%2.35%

    2.27%1.77%1.73%

    1.66%1.58%1.53%

    ITPHOLDINGS

    42.58%21.74%20.9%

    16.95%10.51%10.41%

    11.84%10.88%6.78%

    7.84%6.21%5.92%

    8 29 0.26%

    21865.37 0.3% 6301.89 500

    0.08% 2446.3

    8

    GDP

    GDP

    9Gfk

    7

    2017FOMC(Charles Evans)

    00656

    00008001630025200296010500114001234

    014480149602020022830381806823-SS08149

    00044000640008100160002160031600328

    00590013140146901566018830198202788

    03315

    00025000270004800058000790008000085

    00091001070011000115001370014200146

    0016500166001680018000206TSC0023000256

    0025800286003170035300359003600036100369

    003710039000402004110041300418

    00451004870050300547005500055200553

    00555005560057200578005830060000602

    00604006050060600618006200063000651

    00656006860069400701007050070600707

    00710007120072000732007330075300758

    JUNEFIELD GROUP00764007690077700832008720088200908

    009090091300931009390097900981

    00988010060102801053010600106901072

    01075010890110101120011500115701159

    01176011850119401200012390124001253

    01266012880131201322013280133801366

    0137101397013980142001452014880149201495

    01578015800158901599016060162901838

    0185601863018860188901919019320199802006

    02010020230206802083021180221302303

    02310023190233802340023570236602388

    0239802699027220272702789028660330603395

    PERSTA036180362303663038000380803988

    03996060660612806166061830618806826

    06828068300688106888

    00009000210002400053000820011100116

    00128001330013800153001760019600201

    0021000219002530026100264002670027300308

    00311003150032600337003400035800363

    00370003850039700426 004330045000459

    0046800484005060051500524E-KONG GOUP0052700542

    0055400557CITY E-SOLUTION0056900579005820060800622

    006410064600660006650067000685

    0071300718008110081300819008330084500861

    00866008710092500943009830099601027

    010330104501055010650107101087

    01108011100113201138011450116501186

    01189011990120101203012070121601230

    01250012580125901269013010130301336

    01355013580135901365013870140001418

    0143201446014470148601520015270154901556

    01561015690157101585016180162601635

    0163801649016580166101695016990170201800

    01831019380200902011KEE020170211202178

    0219602218022220222602266022780228602300

    02317023200232702330023410238902588

    02608100028770330003313033390338203396

    03636036660368903737038280386903886

    03983061080612306178068360683706896

    (%)

    21865.37 56.97 0.26

    500 2446.30 2.06 0.08

    6301.89 18.87 0.30

    100 7337.43 (64.03) (0.87)

    300 3834.54 (8.17) (0.21)

    27765.01 (98.28) (0.35)

    11296.08 (45.99) (0.41)

    8 27723.00 -169.00 -0.61

    8 30011.00 -39703.00 --

    8/ 47.75 0.23 0.48

    / 1,321.30 (1.20) (0.09)

    (/ 3110.20 46.85 1.53

    8/ 3.08 0.015 0.47

    8/ 52540.00 110.00 0.21

    1203.00 (6.00) (0.50)

  • 58

    2017 8 30 2

    8 29 0.43% 224 27638

    0.35% 27765.01 0.41% 11296.08 0.24% 4288.49

    948.94 3.78%3.72%

    2.35% 2.27%1.77%1.73%

    1.66%1.58%1.53% ITPHOLDINGS

    42.58%21.74%20.9% 16.95%

    10.51%10.41% 11.84%10.88%6.78%

    7.84%6.21%5.92% 11.84%

    25.50 20.90% 2.14 0.90% 22.10

    1.53% 19.3 0.96% 10.36 2.11% 6.77

    1.

    200.02 120.89

    (%) 4.75 7.01

    99.73 61.24

    51.06 34.87

    48.67 26.37

    2.%

    2,950

    3,000

    3,050

    3,100

    3,150

    3,200

    3,250

    3,300

    3,350

    3,400

    -20%

    -15%

    -10%

    -5%

    0%

    5%

    10%

    15%

    2017

    -06-

    0220

    17-0

    6-05

    2017

    -06-

    0620

    17-0

    6-07

    2017

    -06-

    0820

    17-0

    6-09

    2017

    -06-

    1220

    17-0

    6-13

    2017

    -06-

    1420

    17-0

    6-15

    2017

    -06-

    1620

    17-0

    6-19

    2017

    -06-

    2020

    17-0

    6-21

    2017

    -06-

    2220

    17-0

    6-23

    2017

    -06-

    2620

    17-0

    6-27

    2017

    -06-

    2820

    17-0

    6-29

    2017

    -06-

    3020

    17-0

    7-03

    2017

    -07-

    0420

    17-0

    7-05

    2017

    -07-

    0620

    17-0

    7-07

    2017

    -07-

    1020

    17-0

    7-11

    2017

    -07-

    1220

    17-0

    7-13

    2017

    -07-

    1420

    17-0

    7-17

    2017

    -07-

    1820

    17-0

    7-19

    2017

    -07-

    2020

    17-0

    7-21

    2017

    -07-

    2420

    17-0

    7-25

    2017

    -07-

    2620

    17-0

    7-27

    2017

    -07-

    2820

    17-0

    7-31

    2017

    -08-

    0120

    17-0

    8-02

    2017

    -08-

    0320

    17-0

    8-04

    2017

    -08-

    0720

    17-0

    8-08

    2017

    -08-

    0920

    17-0

    8-10

    2017

    -08-

    1120

    17-0

    8-14

    2017

    -08-

    1520

    17-0

    8-16

    2017

    -08-

    1720

    17-0

    8-18

    2017

    -08-

    2120

    17-0

    8-22

    2017

    -08-

    2420

    17-0

    8-25

    2017

    -08-

    2820

    17-0

    8-29

    %

  • 2017 8 30 3

    3.%

    24,000

    24,500

    25,000

    25,500

    26,000

    26,500

    27,000

    27,500

    28,000

    28,500

    -10%

    0%

    10%

    20%

    30%

    40%

    50%

    60%

    70%

    2017

    -06-

    02

    2017

    -06-

    05

    2017

    -06-

    06

    2017

    -06-

    07

    2017

    -06-

    08

    2017

    -06-

    09

    2017

    -06-

    12

    2017

    -06-

    13

    2017

    -06-

    14

    2017

    -06-

    15

    2017

    -06-

    16

    2017

    -06-

    19

    2017

    -06-

    20

    2017

    -06-

    21

    2017

    -06-

    22

    2017

    -06-

    23

    2017

    -06-

    26

    2017

    -06-

    27

    2017

    -06-

    28

    2017

    -06-

    29

    2017

    -06-

    30

    2017

    -07-

    03

    2017

    -07-

    04

    2017

    -07-

    05

    2017

    -07-

    06

    2017

    -07-

    07

    2017

    -07-

    10

    2017

    -07-

    11

    2017

    -07-

    12

    2017

    -07-

    13

    2017

    -07-

    14

    2017

    -07-

    17

    2017

    -07-

    18

    2017

    -07-

    19

    2017

    -07-

    20

    2017

    -07-

    21

    2017

    -07-

    24

    2017

    -07-

    25

    2017

    -07-

    26

    2017

    -07-

    27

    2017

    -07-

    28

    2017

    -07-

    31

    2017

    -08-

    01

    2017

    -08-

    02

    2017

    -08-

    03

    2017

    -08-

    04

    2017

    -08-

    07

    2017

    -08-

    08

    2017

    -08-

    09

    2017

    -08-

    10

    2017

    -08-

    11

    2017

    -08-

    14

    2017

    -08-

    15

    2017

    -08-

    16

    2017

    -08-

    17

    2017

    -08-

    18

    2017

    -08-

    21

    2017

    -08-

    22

    2017

    -08-

    24

    2017

    -08-

    25

    2017

    -08-

    28

    2017

    -08-

    29

    %

    &

    4.&

    %

    %

    (TTM)

    (MRQ)

    0700.HK 1 2.74 -0.26 -3.20 -0.99 0.23 48.93 (HS)

    3988.HK 2 4.04 -3.44 -0.01 -0.24 0.54 6.79 (HS)

    3333.HK 3 3.54 -2.80 2.70 11.84 1.23 13.26 (HS)

    0005.HK 4 0.47 3.22 -0.50 -0.66 0.11 100.85 (HS)

    2601.HK 5 2.66 -1.35 -1.35 -3.54 0.96 23.26 (HS)

    0762.HK 6 2.22 -1.93 0.04 0.35 0.29 148.37 (HS)

    1398.HK 7 0.73 1.03 0.01 0.17 0.31 6.83 (HS)

    6030.HK 8 0.21 1.94 -0.12 -0.70 1.88 17.83 (HS)

    6886.HK HTSC 9 0.12 2.08 0.10 0.58 1.70 16.73 (HS)

    2382.HK 10 1.60 -1.34 0.00 0.00 1.02 53.55 (HS)

    3333.HK 1 1.05 -0.18 2.70 11.84 1.23 13.26 (HS)

    0700.HK 2 0.69 0.09 -3.20 -0.99 0.23 48.93 (HS)

    0799.HK IGG 3 1.08 -0.98 0.02 0.16 2.03 17.17 (HS)

    0285.HK 4 0.43 -0.06 -0.20 -0.90 1.61 22.14 (HS)

    1776.HK 5 0.17 0.36 -0.14 -0.84 0.59 13.12 (HS)

    1918.HK 6 0.18 0.35 0.60 2.97 0.60 31.02 (HS)

    0763.HK 7 0.40 -0.32 0.70 3.48 2.07 -41.31 (HS)

    1357.HK 8 0.23 0.01 -0.08 -0.65 1.47 -10.75 (HS)

    2601.HK 9 0.00 0.36 -1.35 -3.54 0.96 23.26 (HS)

    0656.HK 10 0.10 0.13 0.00 0.00 0.13 9.26 (HS)

  • 2017 8 30 4

    5.&

    %

    %

    (TTM)

    (MRQ)

    601318.SH 1 2.74 -0.26 -3.20 -0.99 0.23 48.93

    600036.SH 2 4.04 -3.44 -0.01 -0.24 0.54 6.79

    600019.SH 3 3.54 -2.80 2.70 11.84 1.23 13.26

    600519.SH 4 0.47 3.22 -0.50 -0.66 0.11 100.85

    600030.SH 5 2.66 -1.35 -1.35 -3.54 0.96 23.26

    601688.SH 6 2.22 -1.93 0.04 0.35 0.29 148.37

    600276.SH 7 0.73 1.03 0.01 0.17 0.31 6.83

    600009.SH 8 0.21 1.94 -0.12 -0.70 1.88 17.83

    601398.SH 9 0.12 2.08 0.10 0.58 1.70 16.73

    600900.SH 10 1.60 -1.34 0.00 0.00 1.02 53.55

    002415.SZ 1 1.05 -0.18 2.70 11.84 1.23 13.26

    000858.SZ 2 0.69 0.09 -3.20 -0.99 0.23 48.93

    000651.SZ 3 1.08 -0.98 0.02 0.16 2.03 17.17

    002230.SZ 4 0.43 -0.06 -0.20 -0.90 1.61 22.14

    000333.SZ 5 0.17 0.36 -0.14 -0.84 0.59 13.12

    002268.SZ 6 0.18 0.35 0.60 2.97 0.60 31.02

    002008.SZ 7 0.40 -0.32 0.70 3.48 2.07 -41.31

    000002.SZ A 8 0.23 0.01 -0.08 -0.65 1.47 -10.75

    002074.SZ 9 0.00 0.36 -1.35 -3.54 0.96 23.26

    000725.SZ A 10 0.10 0.13 0.00 0.00 0.13 9.26

    0883.HK

    17 163 16 77 110

    9%1

    17 4% 9% 31.74 /

    35 /2

    17 2014 59.85 / 17.17 /17

    3.7 / 2014 15 317 1% 2.379

    4.5 -4.6 51.4-52.8%

    23 5 4

    2016 8.1

    8 29 0.26% 21865.37

    0.3% 6301.89 500 0.08% 2446.3

    8 29 , 100 0.87% 7337.43 CAC40 0.94%

    5031.92 DAX 1.46% 11945.88

    8 29 225 0.45% 19362.55 0.23% 2364.74

    ASX200 0.82% 5662.80

  • 2017 8 30 5

    8 29 LME 1.9% 6791.50 / 2014 9

    6843.50 /LME 2.0% 11710 /2017 18%LME 1.2% 2095

    /LME 1.5% 3110 /LME 2.3% 2378 /LME 0.1% 20350

    /

    1(00506) 2017 7.1% 156.28 22.6% 7.56

    27.03 2017 4 1 10%

    2(02286-HK) 2017 6 30 2.8 () 25.58%

    2891.9 36.8% 0.06 2017

    10.05 61.5% 16.52 24.5%

    3(01207) 2017 5.19 () 120% 6.22

    593% 3.03

    4(02877) 2017 8.11 () 12.9% 1.83

    33.8% 22 11

    5(01528-HK) 2017 2017 6 30 20.45 (.)

    10.17% 0.56 50.71 10.63% 36.96 8.47%

    74.3% 72.9% 74.3% 1.4 72.9%

    12.86 2016 12.189 5.5%

    6(01262-HK) 2017 6 30 6 4.35 (

    ) 4.15 4.9% 5460 5.78 69.4%

    0.041 11.5% 39.6%

    9160

    7(00554) 2017 1.15 () 4.4% 1361.5

    4394.9 0.36

    8(01447-HK)2017 11.6% 15.92

    41.75% 5557.7 13.89 12.5

    1.08 4589

    9(01829-HK) 2017 6 30 6.1 (.) 23.79%

    15 93.75 11.69% 15.69 29.55%

    10(01129-HK) 2017 6 30 5461 (2016 1893.5 )

    3.42 2.89 17.5% 1.12 18.4%

  • 2017 8 30 6

    11(01117-HK) 2017 6 30 23.44 (

    ) 22.29 5.17% 6.66

    5.65 17.78% 11.2

    12(02198) 6 1.82 2.7%

    18.43 10.5 42 45.4% 3.5

    21.8% 8.4% 1.7

    13(00851-HK) 2017 6 30 3259.3

    6.32% 1.23 5249.1 3.47

    14(00005) 2017 8 25 167.0768 12527.1039 74.9781

    75.1200 74.7000 ()

    4143.8843 0.2%

    15(00229.HK) 6 1354.5 28.41% 2.82

    2 4.79 4.78% 6367.6 7.2%

    8 23

    600

    7% 7000 4

    4.5

    3%

    5%

    5

    8 25

    4 1 4.1

  • 2017 8 30 7

    2010

    10%

    11 416.4

    24 27

    685.8 2005 2004

    35

    3 2000 8 1300

    5 6 9111800

    13

    1600 300-400

    1980

    500

    Travelers Cos. 2.54% Progressive Corp. 2.25%

    Metlife 0.9%2005

    2000 911 260

    27%

    12 1000

    Loretta Worters

    2 23

    8 8

    8 8

    Veda Partners Henrietta Treyz

    20

    10

    2018

  • 2017 8 30 8

    8 29 2022

    1.5

    7 20

    G20 G20

    4

    20%

    6 12

    86%

    10

    20%

    9000 2016 6500 2017 5000

    7 G20

    6 7

    8

    2018 1 90

    8 28 ICO

    ICO ICO

    ICO

    SECSEC

    ICO 7 SEC

    ICO ICO Initial Coin Offering IPO

    IPO ICO SEC

    ICO

    ICO

    ICO IPO

    ICOAGE

    (Inchain) ICO 22 2000 Gnosis 9

    Autonomous ICO 13

    2016 2 ICO

    ICO ICO ICO

    1998 3

    8 29 0.5%

    Chongqing Casin Enterprise Group

    Securities

  • 2017 8 30 9

    and Exchange Commission SEC

    8 28 135

    CHX Holdings Inc. 20%

    CHX

    CHX

    12 Committee on Foreign Investment in the U.S. CFIUS

    SEC 8 9

    240

    25 SEC CFIUS

    1882

    CHX Holdings

    80 2015 1950

    Jackson Xiao

    8 21 CHX Holdings

    SEC SEC CHX Holdings

    8 29

    CNBC

    7 :

    150

    CNBC

    4 4000

    (RichardGnodde)7 BBC

    :

    200

    : 4.3

    4.2 1000

    (EwenStevenson) CNBC

    :

    150 CNBC

    1000

  • 2017 8 30 10

    (Nationwide)

    7 8 0.1% 210,495 6 7 3 5

    7 2.9% 2.1% 5

    Nationwide Robert Gardner 2016 4-5%

    2-3%

    6

    Pantheon Macroeconomics Samuel Tombs

    6

    1.5% 30 Nationwide

    2017 2% 2007 12% 2016

    6 12 128 2007 106

    FX168

    FX168 ()(8 29 )(CBI) 8 3

    CBI

    6 3

    8 3

    2016 5 CBI 167 7 28 8

    14 CBI Anna Leach

    CBI

    (BCC)

    CBI 12

    (EEF)EEF

    EEF Tim Thomas

    FX168

    9 Gfk 10.9 10.8 10.8 9 Gfk 16

    / 1.1979

    9 Gfk 9 Gfk 2001 10

    16 GFK

    FX168 ()(ASIC)(8 29 )

    (NSX)NSX NSX

    NSX

    NSX NSX

    NSX NSX

    NSX

    ASIC ASIC NSX NSX

    2017 10 31 ASIC 2018 3 31 ASIC FX168

    8 29 10 1 0% 4 19

    10 9 10

    7 0.075% 8 25 5 10 300

  • 2017 8 30 11

    (TPP) 11 TPP TPP

    28~30 TPP

    TPP (Steven Ciobo) 27

    TPP 11 APEC TPP

    TPP TPP

    TPP TPP

    (PIIE) 2030 TPP 1250

    GDP 2.5% TPP11

    TPP

    TPP 3 11 TPP

    11 (APEC)

    TPP 8

    TPP TPP11 TPP

    TPP 2018 2

    7 TPP11

    11 TPP TPP

    TPP TPP

    (Nafta)

    PIIE (Petri)TPP 770 ~1230

    TPP APEC 2002 2016 2

    4 12 TPP 11

    TPPTPP 12 TPP

    (GDP)85% 6 GDP 60% TPP TPP

    Dominos 9

    GPS

    4 5

    Sherif Marakby The Verge

    Domino'sDomino's Jenny Fouracre

    50

    Domino's 2016

    2021

    AI Argo AI 10 Sherif Marakby

    Uber

  • 2017 8 30 12

    8 29 Uber

    Uber Expedia .(Dara Khosrowshahi)

    (IPO)

    CEO .

    Uber 700

    Uber Uber .(Bradley Tusk) 18

    Uber

    IPO Uber Lyft Uber IPO Expedia

    Uber

    Uber 1000 IPO Uber

    Alphabet Waymo Uber Waymo

    Uber Uber CEO

    Uber CEO

    Uber

    CEO Uber CEO

    8 29

    App Store Apple Music

    app Apple Music Apple

    8 29 app

    app Apple Music iCloud

    11 App Store

    iOS 10.3 App Store Apple Music

    App Store app

    app

    apple.com/cn

    2016 11 1 App Store

    Visa 2014 11 17 App Store

    2016 11 1 2017 1 16 App Store

  • 2017 8 30 13

  • 1)QFIIQDII

    2)

    200

    39

    200121

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    21 108001521065

    8008523392

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    :(852)39886333

    :(852)21479513

    110 8

    :100032

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    :(8610)83262291

    () 2/F,1Lothbury

    LondonEC2R7DB

    UnitedKingdom

    :(4420)36518888

    :(4420)36518877

    () 1045

    7BryantPark15

    NY10018

    :(1)2122590888

    :(1)2122590889

    () 199303046Z

    (049908)

    :(65)66926829/65345587

    :(65)65343996/65323371