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  • 沪深北上市公司供应链地理距离指标表2001-2023.zip

    本附件包括：
    • 鐗堟潈澹版槑.pdf
    • SC_GgrphclDistanceIndex[DES][xlsx].txt
    • SC_GgrphclDistanceIndex.xlsx
  • 3.91 MB
  • 2024-7-24

  • 国际投行研究分析资料2022-01.zip

    本附件包括：
    • CS-Visa Inc..pdf
    • Sichuan Teway Food Group (603317.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
    • Sichuan Swellfun Co. (600779.SS)_ Cautious Outlook Into 2H22; Maintain Neutral(1).pdf
    • Sichuan Swellfun Co. (600779.SS)_ 2Q22 Miss on Covid Disruption to Consumption Scenarios, with Channel Inventory Management i....pdf
    • Shopify Inc. (SHOP)_ Growth, margins likely approaching a trough(1).pdf
    • Shell Plc (SHEL.AS)_ Strong set of 2Q results and cash flow generation support increased share buybacks; Buy (1).pdf
    • Shanghai Putailai New Energy (603659.SS)_ 1H22 inline; Strong anode and separator shipment driven by EV growth; Stay Neutral(1).pdf
    • ServiceNow Inc. (NOW)_ Expect solid quarter with embedded conservatism_ 2Q22 Preview(1).pdf
    • ServiceNow Inc. (NOW)_ Estimates largely derisked as waning macro backdrop incorporated in guide - 2Q22 Results(1).pdf
    • Sangfor (300454.SZ)_ HCI v6.8.0 launched; financial _ steel clients on cloudization, HCI, cybersecurity; Buy(1).pdf
    • Samsung Electronics (005930.KS)_ Earnings Review_ 2Q22 inline with expectations_ A more disciplined memory investment the com...(1).pdf
    • Retail_ Specialty Hardlines_ Sporting goods digital trends; Update on promotional activity(1).pdf
    • Qualcomm Inc. (QCOM)_ FQ3'22 Wrap_ QTR beat but FQ4 guidance miss; High-end demand resilient even as handset market expectati...(1).pdf
    • Puma (PUMG.DE)_ 2Q22E EBIT beat driven by strong sales momentum, albeit uncertain consumer demand leaves FY22E EBIT unchanged...(1).pdf
    • Prosus_Naspers_ Release 4th update on buyback programme execution(1).pdf
    • Pentair Plc (PNR)_ Execution on price-cost encouraging as volume slowdown comes into focus; remain Buy on favorable risk-reward(1).pdf
    • Paccar Inc. (PCAR)_ Structural Parts margin improvement balanced by challenging cyclical outlook(1).pdf
    • One 97 Communications (PAYT.BO)_ 1QFY23 preview_ Another quarter of elevated growth and improving margins; Buy(1).pdf
    • NXP Semiconductors NV (NXPI)_ Solid results_guide, but we continue to await normalization in shipments; 2Q22 EPS recap(1).pdf
    • NetEase Inc. (NTES)_ Thoughts on Diablo Immortal releases in China on 25 July; Buy(1).pdf
    • Natural Gas_ Potential NS1 drop brings upside risk to our TTF forecast(1).pdf
    • MS-The Thin Red Line.pdf
    • MS-Sunday Start - 60-40 Isn’t Dead, Just Resting.pdf
    • MS-Sound Bites 芯片之争 – 投资者反馈.pdf
    • MS_McDonald'sCorporation _ NorthAmerica 2Q22_ Defensive Characteristics Show Up Around the World Amidst Growing Uncertainty_20220726.pdf
    • MS_Internet _ NorthAmerica Where Are We Trading Now...Let Mega Cap EPS Begin_20220726.pdf
    • MS -China Equity Strategy Focus List Changes.pdf
    • Moody's Corp. (MCO)_ Ratings revenue soft in 2Q, with estimates largely de-risked and attention turning to recovery in 2023(1).pdf
    • Miniso (MNSO)_ Addressing recent investor queries; Buy(1).pdf
    • Milkyway (603713.SS)_ First Take_ 2Q22 a clean beat; Buy.pdf
    • Milkyway (603713.SS)_ Earnings Review_ Raising estimates post strong 2Q22; maintain Buy(1).pdf
    • Microsoft Corp. (MSFT)_ PC and FX headwinds are more than offset by $100bn Cloud Revenue runrate, growing at 33% CC – F4Q22 R...(1).pdf
    • Microsoft Corp. (MSFT)_ Expecting strong underlying trends amid FX volatility – F4Q22 preview (1).pdf
    • Metals & Mining_ Models and single-name views as 2Q earnings accelerate(1).pdf
    • Meta Platforms, Inc. (META)_ Q2'22 Review_ Macro Headwinds Replace Privacy Headwinds; Shift to Long Term Platform Transition ...(1).pdf
    • Meta Platforms, Inc. (META)_ Q2 '22 Earnings First Take(1).pdf
    • Merck & Co. (MRK)_ 2Q22 First Take_ Revenue_EPS Beat and topline Guidance Raise(1).pdf
    • MediaTek (2454.TW)_ Our thoughts on the new strategic partnership with Intel (1).pdf
    • McDonald's Corp. (MCD)_ 2Q22 Review_ Sales Momentum Continues Across Geographies, Company Well-Positioned to Manage Cost Pres...(1).pdf
    • MasterCard Inc. (MA)_ Key Takeaways from 2Q22 EPS(1).pdf
    • Macro at a Glance_ Latest views and forecasts(1).pdf
    • LVMH Moet-Hennessy Louis Vuitton (LVMH.PA)_ 1H22_ Sales +19% cFX with +6% EBIT beat; reiterate Buy, PT to EUR730 (was EUR700)(1).pdf
    • Liberty Energy Inc. (LBRT)_ 2Q22 First Take_ Significant EBITDA Beat on Net Pricing, Activating Additional Fleets For 2022(1).pdf
    • Kweichow Moutai (600519.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
    • Kraft Heinz Co. (KHC)_ Further relative under-performance seems unlikely from here; Up to Neutral(1).pdf
    • Keyence (6861.T)_ Earnings Review_ 1Q in line in adjusted terms, taking China lockdowns into account; business structure rema...(1).pdf
    • Kaiser Aluminum Corp. (KALU)_ First Take_ 2Q EPS and EBITDA miss on higher costs and Warrick supply chain challenges; Sell(1).pdf
    • JPM-Global Data Watch Skating on thin ice during.pdf
    • JPM-Global Commodities.pdf
    • JPM-first to market.pdf
    • JPM-Cross Asset Volatility Machine Learning Trading .pdf
    • JPM-Commodities Oil Drilling Report Total US oil.pdf
    • JPM-China’s housing market alarm bell rings again -2022-07-21.pdf
    • Japan SaaS_ KPI summary_ Fundamentals largely unchanged, but valuations remain low(1).pdf
    • Japan Machinery_ Automation_ June robot_robodrill volume inferred from customs data_ China upturn, robot shipments remain high(1).pdf
    • Japan Chemicals_ June MOF data_ Silicon wafer shipment volume down -7% yoy on China impact, overall ASP up high +43% yoy(1).pdf
    • J.P.摩根-亚太地区投资策略-新兴市场亚洲本地市场2022年年中展望：从急性到慢性-保持UW利率和外汇-2022.6.14-40页.pdf
    • J.P.摩根-新兴市场投资策略-新兴市场边缘数据观察：有风险的副作用的强效药-2022.6.17-29页.pdf
    • J.P.摩根-全球自动化行业-JPM&CSIA系统集成商调查：需求在高位达到顶峰-2022.6.17-58页.pdf
    • J.P.摩根-全球投资策略-外汇年中展望：下半年货币需要了解的十件事-2022.6.17-51页.pdf
    • J.P.摩根-全球投资策略-全球数据观察：当我向他们复仇时，他们会知道我是主-2022.6.17-89页.pdf
    • J.P.摩根-全球投资策略-J.P.摩根视角：告别负收益率-2022.6.15-92页.pdf
    • J.P.摩根-美股银行业-美国中小盘银行赚钱策略更新：卓越的客户体验和强劲的增长历来能带来可观的表现-2022.6.15-44页.pdf
    • J.P.摩根-美股医疗保健行业-可操作的见解：生育101-市场背景是BFP-2022.6.16-28页.pdf
    • J.P.摩根-美股投资策略-2022年年中展望：更大的宽幅和更大的紧缩迫使更广泛的预测—移动到175个基点-2022.6.17-22页.pdf
    • J.P.摩根-美股汽车行业-数字化二手和特许经营汽车经销商：行业思考与手册-2022.6.14-202页.pdf
    • J.P.摩根-美股能源行业-J.P.摩根能源问题库：勘探和开采、综合石油和炼油、中游、油田服务和设备、公用事业和替代能源-2022.6.14-243页.pdf
    • J.P.摩根-美股零售业-行业&公司深度研究(HAS, MAT, FNKO)-2022.6.16-66页.pdf
    • J.P.摩根-美股保险行业-变额年金市场趋势：疲软的市场将损害近期的业绩；尾部风险是长期的担忧-2022.6.17-32页.pdf
    • J.P.摩根-美股半导体行业-J.P.摩根半导体和半导体资本设备公司-2022.6-40页.pdf
    • Iron Ore - From scarcity to glut(1).pdf
    • India Telecom_ Spectrum auction_ Bids 60% higher vs GSe at US$19 bn, likely led by Jio(1).pdf
    • HSBC-中国运输与物流行业-上海运输与物流8月可全面恢复-2022.6.16-24页.pdf
    • HSBC-中国投资策略-中国股票策略：从亚洲供应链的转变中寻找赢家-2022.6.13-21页.pdf
    • HSBC-中国能源行业-中国太阳能设备：太阳能电池市场可能出现范式转变-2022.6.14-26页.pdf
    • HSBC-中国PCB行业-触底反弹；关注苹果相关FPC-2022.6.15-21页.pdf
    • HSBC-亚太地区投资策略-亚太地区利率：加速加息-2022.6.16-32页.pdf
    • HSBC-亚太地区投资策略-看点：亚洲债券市场-2022.6-167页.pdf
    • HSBC-亚太地区电子设备和仪器行业-亚洲科技：启动ABF基板领域-2022.6.15-29页.pdf
    • HSBC-全球投资策略-体育用品回顾：迎接新一轮的复杂性-2022.6.14-32页.pdf
    • HSBC-全球投资策略-HSBC第16届运输与物流大会：同样的风暴，不同的船-2022.6.15-33页.pdf
    • HSBC-The Major bond letter.PDF
    • HSBC-Covered Bond Insight Strong year-to-date issuance in USD and GBP.pdf
    • HSBC-China’s property stumble Why it’s different from the subprime mortgage crisis.pdf
    • Hong Kong Exchanges (0388.HK)_ BABA announces HK primary listing plans; Buy(1).pdf
    • Healthcare Pulse_ Unsettled ... Investor sentiment; market color; sector themes; charts to watch(1).pdf
    • GS MINING_ Amplats __ Iron ore __ SIG __ China steel production __ Las Bambas __ Natural Gas NS1(1).pdf
    • GS EUROPEAN EXPRESS_ European Views _ Encore_ Buy LVMH, Volvo, NHY _ US Consumer _ China Musings(1).pdf
    • Greater China Telecom Equipment_ June_ 5G BTS +154k units to 1,854k; 5G subscribers +28mn(1).pdf
    • Global Rates Trader_ A Europe-driven yield downdraft(1).pdf
    • Global PMI Monitor_ DM Composite PMI Falls Below 50 in July; Further Easing in Inflation Components (Zhestkova)(1).pdf
    • Global Market Views_ Relief, but no green light (Trivedi_Wilson)(1).pdf
    • Global Economics Comment_ June Trimmed Core Inflation_ US Reacceleration (Bhushan)(1).pdf
    • General Electric Co. (GE)_ Strong 2Q, low bar to clear in 3Q, valuation attractive(1).pdf
    • FOMC Roundtable July 26-27 [presentation](1).pdf
    • Fiserv Inc. (FISV)_ Key Takeaways from 2Q22 EPS(1).pdf
    • Fiserv Inc. (FISV)_ First Take_ Top-line beat with particular strength in Merchant Acceptance(1).pdf
    • Europe Beverages_ Trends in US Off-Trade Beer market remain fairly consistent in July(1).pdf
    • Equinix Inc. (EQIX)_ 2Q22 Review_ Solid results and increased core 2022 guidance; maintain Buy and $765 PT(1).pdf
    • Energy_ Drillers_ See upside potential into 2Q earnings; continue to prefer NBR over RIG longer-term(1).pdf
    • Energy, Utilities & Mining Pulse_ Investors Asking_ What Surprised During Earnings and the Growing Importance of EPS Execution(1).pdf
    • EM in Focus_ Drilling into EM Debt Dynamics(1).pdf
    • DB-US Strategy Update Refunding preview Maintaining.pdf
    • DB-Asia Thematic Analysis Asias energy security.pdf
    • CS-Zhuzhou CRRC Times Electric Co., Ltd (3898.HK).pdf
    • CS-Zhejiang Huahai Pharmaceutical Co Ltd (600521.SS).pdf
    • CS-Yangtze Optical (601869.SS).pdf
    • CS-Weibo Corporation (WB.OQ).pdf
    • CS-Taiwan View on the news - July 22.pdf
    • CS-Taiwan Display Sector -220725.pdf
    • CS-Summary Europe.pdf
    • CS-Steel Import Monitor.pdf
    • CS-Squarespace, Inc.pdf
    • CS-Shopify Inc..pdf
    • CS-Shenzhen Salubris Pharmaceuticals Co Ltd (002294.SZ).pdf
    • CS-Shell_Carbon Neutral LNG Opportunity.pdf
    • CS-Shanghai Putailai New Energy Technology (603659.SS).pdf
    • CS-Sea Limited (SE.N).pdf
    • CS-Ping An Healthcare and Technology (1833.HK).pdf
    • CSPC Pharma (1093.HK)_ Second ex-China license-out of CLDN18.2 assets; 1-2 more BD deals expected before YE22(1).pdf
    • CS-Payments, Processors and FinTech Expert Insights.pdf
    • CS-Oatly Group AB.pdf
    • CS-MINISO Group (MNSO.N).pdf
    • CS-Meta Platforms, Inc..pdf
    • CS-Machinery sector-Implications for Japanese machinery sector.pdf
    • CS-Machinery sector.pdf
    • CS-LONGi Green Energy Technology (601012.SS).pdf
    • CS-Lee & Man Paper Manufacturing Ltd. (2314.HK).pdf
    • CS-Last Edition.pdf
    • CS-Last Edition - US.pdf
    • CS-Last Edition - US -220721.pdf
    • CS-Kuaishou Tech (1024.HK).pdf
    • CS-Jiangsu Hengrui Pharmaceuticals Co., Ltd. (600276.SS).pdf
    • CS-Jiangling Motors Corp., Ltd. (000550.SZ).pdf
    • CS-iQIYI Inc. (IQ.OQ).pdf
    • CS-Inovance Technology (300124.SZ).pdf
    • CS-HUTCHMED (China) Limited (HCM.OQ).pdf
    • CS-Huaneng Power International Inc (0902.HK).pdf
    • CS-Hualan Biological Engineering Inc. (002007.SZ).pdf
    • CS-HKEx (0388.HK).pdf
    • CS-Globe Life.pdf
    • CS-UK Banks read across notes.pdf
    • CS-Tsingtao Brewery (600600.SS).pdf
    • CS-Trip.com Group (TCOM.OQ).pdf
    • CS-Tongcheng Travel (0780.HK).pdf
    • CS-The Container Conundrum – U.S. Shipping Port Dynamics Update.pdf
    • CS-Technology sector.pdf
    • CS-Taiwan View on the news.pdf
    • CS-Taiwan View on the news - July 25.pdf
  • 97.71 MB
  • 2022-8-8

  • 供应链地理距离指标表203239637.zip

    本附件包括：
    • SC_GgrphclDistanceIndex[DES][xlsx].txt
    • 鐗堟潈澹版槑.pdf
    • SC_GgrphclDistanceIndex.xlsx
  • 2.1 MB
  • 2021-8-26

  • 供应链地理距离指标表2001-2019.zip

    本附件包括：
    • SC_GgrphclDistanceIndex[DES][xlsx].txt
    • 鐗堟潈澹版槑.pdf
    • SC_GgrphclDistanceIndex.xlsx
  • 2.04 MB
  • 2021-7-16

  • 管理世界2015（4）.zip
       《管理世界》2015年第4期共26篇论文

    本附件包括：
    • _中国企业管理案例与质性研究论坛_2015_征稿启事_.pdf
    • _管理世界_杂志投稿须知_.pdf
    • 三因素模型方法探析及适用性再检验_基于上证A股的经验数据_李倩.pdf
    • 中国对外开放的历史与展望_杨帆.pdf
    • 中国社会代际流动性的动态解析_C_省略_CLDS混合横截面数据的经验证据_阳义南.pdf
    • 中国西部开发研究联合体第10届学术年会_2015_征文启事_.pdf
    • 交通基础设施投资_空间溢出效应与企业库存_李涵.pdf
    • 人民币汇率变动的政治诱因_基于美国政治周期外溢效应的考察_朱孟楠.pdf
    • 从面向合作伙伴到面向消费者的供应链转型_电商企业供应链双案例研究_肖静华.pdf
    • 企业家公德和私德行为的消费者反应_差序格局的文化影响_童泽林.pdf
    • 企业技术管理智能化趋势下辅助配套系统的构建_王君华.pdf
    • 信息化密度_信息基础设施与企业出_省略__基于企业异质性的理论与实证分析_李坤望.pdf
    • 全面深化改革和浙商创业创新_项国鹏.pdf
    • 全面直管还是省内单列_省直管县改革的扩权模式选择_宫汝凯.pdf
    • 国家级旅游资源改革发展创新思考_杨文棋.pdf
    • 地方政府财政缺口与土地出让方式__省略_地方政府与国有企业互利行为的解释_赵文哲.pdf
    • 垂直专业化_计价货币与出口依市定价_PTM_行为研究_项后军.pdf
    • 基金的现金持有量能预测基金经理的投资能力吗_韩燕.pdf
    • 当前我国产能过剩的特征_风险及对_省略_究_基于实地调研及微观数据的分析_国务院.pdf
    • 我国互联网金融_问题_前景和建议_吴悠悠.pdf
    • 我国政府投资项目管理新机制的实践与创新研究_陈通.pdf
    • 民营化企业的股权结构与企业创新_李文贵.pdf
    • 江西三山实业有限公司_.pdf
    • 经济集聚_选择效应与企业生产率_李晓萍.pdf
    • 董事会之谜_基于尚德电力的案例研究_蔡宁.pdf
    • 西部地区灾害管理的大数据建设与问题探析_罗江华.pdf
  • 13.77 MB
  • 2015-12-7

  • x32CHSinclDM.rar
       包含DM的汉化包

    本附件包括：
    • CodeGenerator.dll
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    • stl_tvcs.dll
    • stl_txtw.dll
    • stl_util.dll
    • stl_wrkb.dll
    • stl_xml.dll
    • stx_koh.dll
    • stx_ssim.dll
    • TableHelpers.dll
    • tbb.dll
    • tbbmalloc.dll
    • WSClient.dll
    • WWB9@DEU.DLL
    • WWB9@ESP.DLL
    • WWB9@FRA.DLL
    • WWB9@ITA.DLL
    • WWB9@JPN.DLL
    • WWB9@NOR.DLL
    • WWB9@PTB.DLL
    • WWB9@RUS.DLL
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    • WWB9_32A.DLL
    • WWB9_32W.DLL
    • wwb9_utl.dll
    • borrow.xml
  • 44.64 MB
  • 2013-4-4

  • x32CHSinclDM.rar
       历史附件

    本附件包括：
    • Config.lic
    • CrashRpt.dll
    • CxImage.dll
    • dbghelp.dll
    • Dictionary.dll
    • emlayout.xml
    • GigaBase.dll
    • HubKey.Net.FrontPageRPC.dll
    • iconv.dll
    • layout.xml
    • libifcoremd.dll
    • libifcorert.dll
    • libifportmd.dll
    • libmmd.dll
    • libxml2.dll
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    • MenuNew.bmp
    • MenuOld.bmp
    • RegisterDataMinerRecipe.dll
    • SmallParser.dll
    • SpreadsheetImporter.dll
    • sta_asc.dll
    • sta_bas.dll
    • sta_bct.dll
    • sta_bga.dll
    • sta_btr.dll
    • sta_can.dll
    • sta_clu.dll
    • sta_cor.dll
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    • sta_gop.dll
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    • sta_itr.dll
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    • sta_man.dll
    • sta_mar.dll
    • sta_mnl.dll
    • sta_mqcs.dll
    • sta_mqu.dll
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    • sta_mul.dll
    • sta_nln.dll
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    • sta_PLS.dll
    • sta_pow.dll
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    • sta_qcm.dll
    • sta_qhlp.dll
    • sta_qua.dll
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    • sta_rft.dll
    • sta_rpd.dll
    • sta_sann.dll
    • sta_sem.dll
    • sta_seq.dll
    • sta_sra.dll
    • sta_sur.dll
    • sta_tim.dll
    • sta_tre.dll
    • sta_txt.dll
    • sta_var.dll
    • sta_vch.dll
    • sta_vtr.dll
    • stadev32.dll
    • StaElevate.dll
    • stalib32.dll
    • StaMultipartPoster.dll
    • StaOLEDB.dll
    • StaShpt.dll
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    • stl_asup.dll
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    • stl_cbar.dll
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    • stl_ctrl.dll
    • stl_datl.dll
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    • stl_dmn.dll
    • stl_draw.dll
    • stl_dvt.dll
    • stl_exdt.dll
    • stl_func.dll
    • stl_g3d.dll
    • stl_gbas.dll
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    • stl_html.dll
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    • stl_mgra.dll
    • stl_obr.dll
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    • stl_rgxp.dll
    • stl_scpt.dll
    • stl_stbe.dll
    • stl_tab.dll
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    • stl_tgra.dll
    • stl_thrd.dll
    • stl_tvcs.dll
    • stl_txtw.dll
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    • WWB9@RUS.DLL
    • WWB9@SVE.DLL
    • WWB9_32A.DLL
    • WWB9_32W.DLL
    • wwb9_utl.dll
    • borrow.xml
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    • Collection.dll
    • CommandBars1310vc90.dll
    • CommandBars1310vc90U.dll
  • 43.6 MB
  • 2013-4-4

  • 课件习题答案case分析.zip
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    • 课件习题答案case分析\Exams\
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    • 课件习题答案case分析\Lecture notes\Class 1.pdf
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    • 课件习题答案case分析\Lecture notes\Class 11 Product Costing.pdf
    • 课件习题答案case分析\Lecture notes\Class 2.pdf
    • 课件习题答案case分析\Lecture notes\Class 3 IS.pdf
    • 课件习题答案case分析\Lecture notes\Class 4 IS & SCF.pdf
    • 课件习题答案case分析\Lecture notes\Class 5 Chap 5 SCF contd print.pdf
    • 课件习题答案case分析\Lecture notes\Class 6 Chap 6 FSA.pdf
    • 课件习题答案case分析\Lecture notes\Class 9 Chap 7 Rev Recognition.pdf
    • 课件习题答案case分析\Lecture notes\CLASS9~2.PDF
    • 课件习题答案case分析\Lecture notes\Class_12_Chapter_9_LTAssets.pdf
    • 课件习题答案case分析\Lecture notes\Class_13&14_BONDS_EXAMPLE__1.pdf
    • 课件习题答案case分析\Lecture notes\Class_13&14_BONDS_EXAMPLE__1_Solution.pdf
    • 课件习题答案case分析\Lecture notes\Class_13&14_BONDS_EXAMPLE__2.pdf
    • 课件习题答案case分析\Lecture notes\Class_13&14_BONDS_EXAMPLE__2_Solution.pdf
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    • 课件习题答案case分析\Lecture notes\Class_14_Adj_for_Op_Leases.pdf
    • 课件习题答案case分析\Lecture notes\Class_17_Extra_Equity_Problems.pdf
    • 课件习题答案case分析\Lecture notes\Class_17_Stockholders'_Equity_part_2.pdf
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    • 课件习题答案case分析\Lecture notes\Solutions Week 2 Self Study Problems Ch 5-6.pdf
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  • 2013-4-3

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  • 2012-12-26

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  • 2011-6-9

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  • 2010-3-24

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  • 2008-12-13
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