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  • 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
  • 2017中国地区投入产出表.rar
       excel形式

    本附件包括:
    • 10-jiangsu.xls
    • 01-beijing.xls
    • 02-tianjin.xls
    • 03-hebei.xls
    • 04-shanxi.xls
    • 05-neimenggu.xls
    • 06-liaoning.xls
    • 07-jilin.xls
    • 08-heilongjiang.xls
    • 09-shanghai.xls
    • 11-zhejiang.xls
    • 12-anhui.xls
    • 13-fujian.xls
    • 14-jiangxi.xls
    • 15-shandong.xls
    • 16-henan.xls
    • 17-hubei.xls
    • 18-hunan.xls
    • 19-guangdong.xls
    • 20-guangxi.xls
    • 21-hainan.xls
    • 22-zhongqing.xls
    • 23-sichuan.xls
    • 24-guizhou.xls
    • 25-yunnan.xls
    • 26-xicang.xls
    • 27-shannxi.xls
    • 28-gansu.xls
    • 29-qinghai.xls
    • 30-ningxia.xls
    • 31-xinjiang.xls
  • 882.73 KB
  • 2020-12-18
  • Sciencedirect_articles_13Dec2016_23-27-20.240.zip

    本附件包括:
    • Determinants-of-privatization-in-China-The-role-of-the-presence-of-foreign-firms_2016_China-Economic-Review.pdf
    • R-amp-D-subsidies-and-business-R-amp-D-Evidence-from-high-tech-manufacturing-firms-in-Jiangsu_2016_China-Economic-Review.pdf
    • China-s-interregional-capital-mobility-A-spatial-econometric-estimation_2016_China-Economic-Review.pdf
    • Chinese-preferences-for-sustainable-attributes-for-food-away-from-home-A-rank-ordered-model_2016_China-Economic-Review.pdf
    • Off-farm-employment-and-time-allocation-in-on-farm-work-in-rural-China-from-gender-perspective_2016_China-Economic-Review.pdf
    • Be-a-Good-Samaritan-to-a-Good-Samaritan-Field-evidence-of-other-regarding-preferences-in-China_2016_China-Economic-Review.pdf
    • With-or-without-siblings-Sorting-into-competition-in-the-experimental-labor-market_2016_China-Economic-Review.pdf
    • Forecasting-China-s-economic-growth-and-inflation_2016_China-Economic-Review.pdf
    • Product-differentiation-export-participation-and-productivity-growth-Evidence-from-Chinese-manufacturing-firms_2016_China-Economic-Review.pdf
    • Gender-differences-in-performance-based-pay-Evidence-from-a-Chinese-University_2016_China-Economic-Review.pdf
    • Does-New-Rural-Pension-Scheme-decrease-elderly-labor-supply-Evidence-from-CHARLS_2016_China-Economic-Review.pdf
    • Export-spillovers-and-export-performance-in-China_2016_China-Economic-Review.pdf
    • Unveiling-the-true-value-of-across-strait-trade-The-global-value-chain-approach_2016_China-Economic-Review.pdf
    • Domestic-railroad-infrastructure-and-exports-Evidence-from-the-Silk-Route_2016_China-Economic-Review.pdf
    • Intergenerational-income-persistence-and-transmission-mechanism-Evidence-from-urban-China_2016_China-Economic-Review.pdf
    • Effects-of-quantity-of-education-on-health-A-regression-discontinuity-design-approach-based-on-the-Chinese-Cultural-Revolution_2016_China-Economic-Rev.pdf
    • Editorial-Board_2016_China-Economic-Review.pdf
    • Wage-differentials-between-urban-and-rural-urban-migrant-workers-in-China_2016_China-Economic-Review.pdf
    • Hukou-system-reforms-and-skilled-unskilled-wage-inequality-in-China_2016_China-Economic-Review.pdf
    • Head-teachers-peer-effects-and-student-achievement_2016_China-Economic-Review.pdf
    • Self-selection-and-performance-of-R-amp-D-input-of-heterogeneous-firms-Evidence-from-China-s-manufacturing-industries_2016_China-Economic-Review.pdf
    • The-impact-of-education-on-income-inequality-between-ethnic-minorities-and-Han-in-China_2016_China-Economic-Review.pdf
  • 7.98 MB
  • 2016-12-14
  • jiangsu.zip
       江苏省SHP格式地图 包括全省 地级市 县级市

  • 918.57 KB
  • 2016-10-20
  • 2012年各省市投入产出表.rar

    本附件包括:
    • 36JiangXi.xls
    • 37ShanDong.xls
    • 41HeNan.xls
    • 42HuBei.xls
    • 43HuNan.xls
    • 44GuangDong.xls
    • 45GuangXi.xls
    • 46HaiNan.xls
    • 50ChongQing.xls
    • 51SiChuan.xls
    • 52GuiZhou.xls
    • 53YunNan.xls
    • 54XiZang.xls
    • 61ShaanXi.xls
    • 62GanSu.xls
    • 63QingHai.xls
    • 64NingXia.xls
    • 65XinJiang.xls
    • 11BeiJing.xls
    • 12TianJin.xls
    • 13HeBei.xls
    • 14ShanXi.xls
    • 15NeiMengGu.xls
    • 21LiaoNing.xls
    • 22JiLin.xls
    • 23HeiLongJiang.xls
    • 31ShangHai.xls
    • 32JiangSu.xls
    • 33ZheJiang.xls
    • 34AnHui.xls
    • 35FuJian.xls
  • 725.28 KB
  • 2016-10-16
  • 四省(安徽,浙江,江苏,山东)+上海市.rar
       shp图

    本附件包括:
    • Zhejiang.rar
    • Anhui.zip
    • Jiangsu.rar
    • Shangdong.rar
    • Shanghai.rar
  • 4.07 MB
  • 2014-10-27
  • 江苏省.rar

    本附件包括:
    • Jiangsu_city.shp
    • Jiangsu_city.SHX
    • Jiangsu_city.dbf
    • Jiangsu_county.shp
    • Jiangsu_county.SHX
    • Jiangsu_county.dbf
    • Jiangsu_province.shp
    • Jiangsu_province.SHX
    • Jiangsu_province.dbf
  • 813.93 KB
  • 2014-3-14
  • jiangsu.rar
       最新江苏省shap地图用于geoda、arcgis等软件进行空间计量分析,完全可用。使用geoda、arcgis替换现有变量就 ...

  • 895.79 KB
  • 2013-10-31
  • 全部文章.rar

    本附件包括:
    • MEASUREMENT+OF+AGGLOMERATION+ECONOMIES+AT+COUNTY+LEVEL+IN+JIANGSU+PROVINCE.pdf
    • The determinants of agglomeration for the manufacturing sector in the Istanbul metropolitan area.pdf
    • Location of foreign manufacturers in China Agglomeration economies and country of origin effects.pdf
    • Globalization, Institutional Change, and Industrial.pdf
    • Is economic transition harmful toChina's urban environment.pdf
    • The determinants of agglomeration forthe manufacturing sector in the Istanbul metropolitan area.pdf
    • Globalization and Industry Agglomeration in China.pdf
  • 3.57 MB
  • 2012-3-30
  • 各省份资本存量.rar

    本附件包括:
    • 10jiangsu.xls
    • 25xizang.xls
    • 02tianjin.xls
    • 03hebei.xls
    • 04shanxi.xls
    • 05neimenggu.xls
    • 06liaoning.xls
    • 07jilin.xls
    • 08heilongjiang.xls
    • 09shanghai.xls
    • 11zhejiang.xls
    • 12anhui.xls
    • 13fujian.xls
    • 14jiangxi.xls
    • 15shandong.xls
    • 16henan.xls
    • 17hubei.xls
    • 18hunan.xls
    • 19guangdong.xls
    • 20guangxi.xls
    • 21hainan.xls
    • 22sichuang.xls
    • 23guizhou.xls
    • 24yunnan.xls
    • 01beijing.xls
    • 26shanxi.xls
    • 27gansu.xls
    • 28qinghai.xls
    • 29ningxia.xls
    • 30xinjiang.xls
  • 192.36 KB
  • 2010-4-30
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