5-8 January 2021, Tuesday-FridayVirtual Meetings
For further details, please contact Daiwa’s sales representatives.
Invited Companies
After 20 years as the world’s factory, China has also become the top global carbon emitter, with 27% of
global emissions as of 2019. The country has pledged to achieve a peaking of total carbon emissions by
2030E and carbon neutrality by 2060E. In the 14th FYP, we expect China to aggressively promote clean
and renewable energies in order to fulfill this long-term target. Hence, we see various investment
opportunities in wind, solar and power storage materials. In addition, various fossil-fuel companies will have
to stipulate their carbon reduction footprint before a likely launch of a carbon emission trading system (ETS)
by 2023E. On the other hand, the environmental pollution and an aging population has generated massive
demand for healthcare products and services. We estimate China’s 65-year-or-above population to reach
35% by 2050E (2019: 13%) with per-capita GDP quadrupling by 2050E vs. USD10,276 in 2019. The Daiwa
PURE Energy and Healthcare Conference will feature key companies we expect to benefit from this long-
term investment theme.
Investor registration cut-off date: 14 December, Monday Updated as of 22 Dec 2020
# Company Ticker Sector Status
1 China Gas Holdings Ltd 384 HK Energy Confirmed
2 China Longyuan Power Group Corp Ltd 916 HK Energy Confirmed
3 China Molybdenum Co Ltd 3993 HK Energy Confirmed
4 China Resources Gas Group Ltd 1193 HK Energy Confirmed
5 China Resources Power Holdings Co Ltd 836 HK Energy Confirmed
6 China Suntien Green Energy Corp Ltd 956 HK Energy Confirmed
7 China Yangtze Power Co Ltd 600900 CH Energy Confirmed
8 CIMC Enric Holdings Ltd 3899 HK Energy Confirmed
9 CK Infrastructure Holdings Ltd 1038 HK Energy Confirmed
10 CLP Holdings Ltd 2 HK Energy Confirmed
11 CNOOC Ltd 883 HK Energy Confirmed
12 Daqo New Energy Corp DQ US Energy Confirmed
13 ENN Ecological Holdings Co Ltd 600803 CH Energy Confirmed
14 ENN Energy Holdings Ltd 2688 HK Energy Confirmed
15 Flat Glass Group Co Ltd 6865 HK Energy Confirmed
16 Guangdong Investment Ltd 270 HK Energy Confirmed
17 Hong Kong & China Gas Co Ltd 3 HK Energy Confirmed
18 LONGi Green Energy Technology Co Ltd 601012 CH Energy Confirmed
19 PetroChina Co Ltd 857 HK Energy Confirmed
20 Shanghai Putailai New Energy Technology Co Ltd 603659 CH Energy Confirmed
21 Sinopec Kantons Holdings Ltd 934 HK Energy Confirmed
22 Sungrow Power Supply Co Ltd 300274 CH Energy Confirmed
23 Suzhou Maxwell Technologies Co Ltd 300751 CH Energy Confirmed
24 Tianqi Lithium Corp 002466 CH Energy Confirmed
25 Tongwei Co Ltd 600438 CH Energy Confirmed
26 Yantai Jereh Oilfield Services Group Co Ltd 002353 CH Energy Confirmed
27 Akeso Inc 9926 HK Health Care Confirmed
28 DaShenLin Pharmaceutical Group Co Ltd 603233 CH Health Care Confirmed
29 Hangzhou Tigermed Consulting Co Ltd 3347 HK Health Care Confirmed
30 Innovent Biologics Inc 1801 HK Health Care Confirmed
31 Laobaixing Pharmacy Chain JSC 603883 CH Health Care Confirmed
32 Shanghai Junshi Biosciences Co Ltd 1877 HK Health Care Confirmed
33 Sino Biopharmaceutical Ltd 1177 HK Health Care Confirmed
34 Sinopharm Group Co Ltd 1099 HK Health Care Confirmed
35 Viva Biotech Holdings 1873 HK Health Care Confirmed
36 WuXi AppTec Co Ltd 2359 HK Health Care Confirmed
37 Wuxi Biologics Cayman Inc 2269 HK Health Care Confirmed
38 Yifeng Pharmacy Chain Co Ltd 603939 CH Health Care Confirmed
5-8 January 2021, Tuesday-FridayVirtual Meetings
For further details, please contact Daiwa’s sales representatives.
Expert Guest Speaker
Date: 11 January 2021, Monday
Time: 09:00-10:00 HKT
Topic: The outlook for solar in 2021 and beyond: the ultimate
winner of carbon neutrality in China
* Audio Conference via Zoom (Mandarin Only)
Ms. Shujuan WANGCurrent Founder at Zhihui Photovoltaic
Ms. Wang has more than 10 years of experience in the photovoltaic industry.
Currently she is the founder of Zhihui Photovoltaic (since 2017). The company mainly
provides industry consulting and research for enterprises in the photovoltaic field. The
expert is also a researcher on the Energy Investment Professional Committee at the
China Investment Association. Prior to this, the expert worked at Beijing Jipeng
Information Consulting, Guodian Photovoltaic, Hanergy Application Group and Xinwei
Intelligent Power.
China aims to achieve carbon neutrality by 2060, highlighting its determination to
transition away from carbon-heavy activities. We expect the solar segment to benefit
the most from the carbon-neutrality plan with solar power consumption to grow by
22x over 2019-60E, on our forecast, which would translate into average annual solar
installations of c.99GW. We invite Ms. Shujuan Wang, the founder of Zhihui
Photovoltaic, to speak on multiple topics, including solar installation forecasts,
upstream products ASPs and energy storage paths, among others. Ms. Wang has
over 10-years of experience in the solar segment with prior working experience at
Guodian Photovoltaic, Hanergy Application Group and Xinwei Intelligent Power. Ms.
Wang is also a researcher on the Energy Investment Professional Committee at the
China Investment Association.
5-8 January 2021, Tuesday-FridayVirtual Meetings
For further details, please contact Daiwa’s sales representatives.
Expert Guest Speaker
Date: 12 January 2021, Tuesday
Time: 09:00-10:00 HKT
Topic: COVID-19: vaccine usage and epidemic evolvement
from the front-line in China
* Video Conference via Zoom (Mandarin Only)
Dr. Yong Jian, LIANGDirector of the Immunisation Planning Department at the Centre for
Disease Control and Prevention in Shunde, Foshan
Dr. Liang has several years of experience in the vaccine field. He has been at the
Centre for Disease Control and Prevention in Shunde District, Foshan City since
2009. He is currently the director of the Immunisation Planning Division (since
February 2019), responsible for the procurement, sales, transportation, and outpatient
delivery of vaccines in Shunde District, Foshan City. Prior to this, he was the Director
of the Office at the Centre for Disease Control and Prevention in Shunde District,
Foshan City and formerly Medical Insurance Policy Researcher at the Shunde District
Health Bureau.
With promising trial data and vaccine approvals in China and around the world,
attention has turned to when the pandemic may come to an end. Recently, Sinovac
and Sinopharm’s vaccines have been granted EUA approval in China and have been
purchased by a number of government disease control centres, including Beijing and
Zhejiang. In terms of vaccine management, China’s Centre for Disease Control and
Prevention (CDC) plays a key role in getting the vaccine to the population. We have
invited Dr. Liang, Director of the CDC in Shunde to share with us his front-line
experience relating to COVID-19 vaccine purchase and usage, and his thoughts on
the pandemic’s development in China.
5-8 January 2021, Tuesday-FridayVirtual Meetings
For further details, please contact Daiwa’s sales representatives.
Expert Guest Speaker
Date: 13 January 2021, Wednesday
Time: 09:00-10:00 HKT
Topic: Natural Gas development in the 14th FYP
*Audio Conference via Zoom (Mandarin Only)
Mr. Guojing, CHIDeputy Secretary of the China Gas Association
Mr. Guojing Chi has over 30 years of oil and gas industry experience in China, and is
currently the Deputy Secretary of the China Gas Association, an organisation which
liaises with the NDRC on natural gas policy on behalf of city-gas companies in China.
During the 2020-21 winter, China faced a serious coal shortage with regional blackout
of power and heat supply due to the exceptionally cold winter and tight coal supply.
Hence, natural gas consumption nationwide has seen a strong rebound to 10.4% YoY
in December. Moving into the first year of the 14th FYP, we see various notable
events in the natural gas sector, including the debut of PipeChina and further support
of the upstream E&P (especially on shale) further lowering gas cost while enhancing
self-sufficiency, to ensure energy supply security. We have invited Mr. Guojing Chi,
the Deputy Secretary of the China Gas Association to share with us the latest
developments in the gas sector and his view on the natural gas policy in the 14th
FYP period (2021-25), and natural gas’s position as part of China’s long-term carbon
neutrality target in 2060.
5-8 January 2021, Tuesday-FridayVirtual Meetings
For further details, please contact Daiwa’s sales representatives.
Expert Guest Speaker
Date: 18 January 2021, Monday
Time: 09:00-10:00 HKT
Topic: China Battery Value Chain Overview 2021
*Audio Conference via Zoom
(Mandarin/English (with interpretation from Daiwa analyst))
Mr. Leihui, PAN Chief Battery Analyst at ICCSINO
Mr. Leihui Pan is currently the Chief Battery Analyst at ICCSINO, the leading battery
and battery materials information platform in China. He has over 5 years of
experience in the battery sector with a specific focus on upstream materials including
cathode, lithium and cobalt.
While major battery makers across the globe are struggling to reduce battery costs,
we believe that upstream battery material prices, particularly for lithium carbonate,
electrolyte and LFP have picked up significantly since 2H20. In order to gain a
complete picture of the relationship between upstream materials and downstream
battery output, we have invited two industry experts from ICCSINO to share their
thoughts on the current situation.
Mr. Junlong, HUGeneral Manager of the Battery Segment at ICCSINO
Mr. Junlong Hu is currently the General Manager of the battery segment at ICCSINO.
He has over 7 years of experience in the battery sector with a specific focus on NEV,
lithium-ion batteries, cathodes and separators.