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CIF Agenda
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Agenda 日程表

China Investor Forum
中国投资年会

September 3

08:55 - 09:00

Opening Remarks

 

Speaker:

Mr. Kenji Teshima, Senior Managing Director of Nomura Holdings, Inc., Representative Director & CEO of Nomura Asia Pacific Holdings Co., Ltd, Head of China Committee

09:00 - 09:50

The Global Economic Outlook

 

Moderator:
Mr. Ting Lu, Chief China Economist, Nomura

Speakers:

Mr. Aichi Amemiya, Senior US Economist, Nomura (Virtual)

Dr. George Buckley, Chief European Economist, Nomura (Virtual)

Mr. Kohei Okazaki, Chief Market Economist, Japan, Nomura

Ms. Sonal Varma, Chief Asia ex-Japan Economist, Nomura

10:00 - 10:50

Keynote: China Economic and Equity Market Outlook

Moderator:

Dr. Ting Lu, Chief China Economist, Nomura

Speakers:

Dr. Haizhou Huang, External Member of Monetary Policy Committee, The People’s Bank of China, Co-Author of Money Capital

11:00 - 11:50

China FX and Fixed Income Outlook

Speakers:
Mr. Craig Chan, Head of Global FX Strategy, Nomura

Mr. Hoe Lon Leng, Global Head of FX Flow and EM Linear Rates Trading, Nomura

Mr. Albert Leung, Head of Asia ex-Japan Rates Strategy, Global Markets Research, Nomura

12:00 - 13:00

Lunch Keynote: China’s Property sector: When will it hit the bottom, and what will be the future?

Moderator:

Dr. Ting Lu, Chief China Economist, Nomura 

Speaker:

Dr. Martin Ding, Chairman, CRIC China

13:10 - 14:00

Where does China stands in China+1

Moderator:

Mr. Arvind Shah, Head of AEJ Equity Sales, Nomura

Speaker:

Dr. Ting Gao, Head of Research and Chief of Strategy, Nomura Orient International Securities

Mr. Naka Matsuzawa, Chief Strategist, Nomura (Virtual)

Ms. Sonal Varma, Chief Asia ex-Japan Economist, Nomura

14:10 - 14:55

Temu merchant: How does Temu manage to grow despite controversies?

Moderator:

Mr. Jialong Shi, Head of China Internet Equity Research, Nomura

Speaker:

Temu Expert in Operations across both Domestic & Overseas Ecommerce platforms

15:00 - 15:50

China Semiconductor and Equipment Localization

Moderators:

Mr. Aaron Jeng, Head of Taiwan Equity Research & Technology - Semiconductors Research, Nomura

Mr. Donnie Teng, Analyst, Greater China Semiconductor & Technology Research, Nomura

 

Speaker:

Mr. Leslie Wu, CEO, Dalian Ronghe Enterprise Management Consulting Co., Ltd

16:00 - 16:50

Artificial Intelligence: from Semiconductor, to Hardware and Software

Moderator:

Mr. Aaron Jeng, Head of Taiwan Research & Technology – Semiconductors Research, Nomura

Speakers:

Ms. Anne Lee, Analyst, Technology – Handset, EMS, Camera, and Components Research, Nomura

Mr. Donnie Teng, Analyst, Greater China Semiconductor & Technology Research, Nomura

Mr. Bing Duan, Analyst, China Telecom and Technology Research, Nomura

17:00 - 17:50

Will AI and Exports linked demand drive another Commodity Bull Cycle?

Moderator:

Ms. Yi Zhu, Asia Commodities and Industrial Equity Sales, Nomura

Speakers:

Mr. Richmond Chen, General Manager, iBlackmores Ltd.

Mr. Norman Ting, Managing Director, Top Resources Group

CIF Agenda Day 1

9月3日

08:55 - 09:00

开幕致辞

致辞人:

丰岛贤士先生,野村控股高级董事总经理,野村亚太控股首席执行官,野村控股中国委员会主席

09:00 - 09:50

全球经济展望

主持人:

陆挺博士, 野村中国首席经济学家

演讲嘉宾:
雨宫爱知先生,野村美国高级经济学家 (线上)

George Buckley博士,野村欧洲首席经济学家 (线上)

岡崎康平先生,野村日本首席市场经济学家

Sonal Varma女士,野村亚洲及印度(除日本外)首席经济学家

10:00 - 10:50

主题演讲: 中国经济及资本市场展望

主持人:

陆挺博士, 野村中国首席经济学家

演讲嘉宾:

黄海洲博士, 中国人民银行; 货币政策委员会外部专家委员, 合著 Money Capital

11:00 - 11:50

中国外汇与固定收益市场展望

演讲嘉宾:

陈立伟先生, 野村外汇市场策略全球主管

林豪伦先生, 野村全球外汇和新兴市场利率交易主管

梁守纶先生, 野村亚洲(除日本外)利率策略部主管

12:00 - 13:00

主题演讲: 中国的房地产行业:何时触底,未来又将如何?

主持人: 

陆挺博士, 野村中国首席经济学家


演讲嘉宾:

丁祖昱博士, 克而瑞董事长

13:10 - 14:00

「中國加一」战略趋势

主持人:

Arvind Shah先生, 野村亚洲(除日本外)股票研究销售主管

演讲嘉宾:

高挺博士, 野村东方国际证券研究部总经理、A股首席策略分析师

松澤中先生, 野村证券首席策略师 (线上)

Sonal Varma女士,野村亚洲及印度(除日本外)首席经济学家

14:10 - 14:55

Temu专家:Temu如何成功在争议中不断成长?

主持人:

史家龙先生, 野村中国互联网证券研究主管

演讲嘉宾:

国内外电子商务平台运营方面的Temu专家

15:00 - 15:50

中国半导体及设备本地化

主持人:

郑明宗先生, 野村中国台湾地区证券研究部主管

滕喆安先生, 野村大中华区半导体及科技分析师

演讲嘉宾:

吴梓豪先生, 蓉和咨询首席执行官

16:00 - 16:50

人工智能:从半导体到硬件和软件

主持人:

郑明宗先生, 野村中国台湾地区证券研究部主管

演讲嘉宾:

李佳伶女士, 野村大中华区科技/手机硬件分析师

滕喆安先生, 野村大中华区半导体及科技分析师

段冰先生, 野村中国科技及电讯行业分析师

17:00 - 17:50

中国大宗商品和工业

主持人:

朱轶女士, 野村中国香港亚洲大宗商品和工业股票研究销售

演讲嘉宾:

陈文光先生, iBlackmores Ltd. 总经理

丁龙先生, Top Resources Group 董事总经理

CN agenda

Disclaimer:

This event is being jointly organized by Nomura International Hong Kong Ltd ("NIHK") and Nomura Orient International Securities Co Ltd ("NOI") for their respective clients and/or potential clients for their general information and education. NIHK which is regulated by the Securities and Futures Commission in Hong Kong SAR, and is not licensed to provide financial products and services in the PRC. This event does not constitute an offer or a solicitation of an offer to buy or sell financial products or services to you, nor does it intend to induce or solicit any sensitive information, important data or any other data that should not otherwise be provided by attendees without proper approvals. NIHK and NOI may invite representative of their affiliates or other third-party organizations to join as guest speaker but neither NIHK nor NOI have sought to independently verify the view and information that you may receive from such speaker or the institution he/she represents during the event and make no representations or warranties as to accuracy, completeness or reliability of such view and information. Neither NIHK nor NOI takes any responsibility for that information whatsoever. While this event is jointly hosted by NIHK and NOI, neither NIHK nor NOI is an agent of each other. As the cohosts of this event, NIHK and NOI will send event invitations to you. If you receive the invitation from any person other than the cohosts, please note that such person is not an agent of NIHK or NOI, and neither NIHK nor NOI takes responsibility for the behaviors or actions of such person. Please note that this event may be recorded. Where requested by a relevant listed issuer or to meet regulatory requirements, the recordings of such event, transcripts of the call, and/or other relevant materials may be provided to the local exchange or regulator or to the listed issuer and be published on the listed issuer’s website. 

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免责声明

本次活动由野村国际香港有限公司(“NIHK”)和野村东方国际证券有限公司(“NOI”)联合举办,供其各自客户和/或潜在客户获取一般信息和教育。 NIHK 受香港特别行政区证券及期货事务监察委员会监管,未获准在中国内地供金融产品和服务。本活动不构成对您购买或出售金融产品或服务的要约或招揽,亦不旨在收集或征集任何敏感信息、重要数据或诱导参会者提供任何其他需经批准方可提供的数据。NIHK 和 NOI 可能会邀请其附属机构或其他第三方组织的代表作为演讲嘉宾加入,但 NIHK 和 NOI 均未独立核实您在本活动期间可能从该演讲者或其代表的机构收到的观点和信息,对这些观点和信息的准确性、完整性或可靠性不作任何陈述或保证。NIHK 和 NOI 均不对这些信息承担任何责任。若您是从 NIHK 或 NOI 以外的第三方处(“邀请人”)收到的活动邀请函,请注意NIHK、NOI 或该邀请人之间均互不存在任何代理或被代理关系,NIHK 或 NOI 也不对该邀请人的行为承担任何责任或义务。您亦不得在本活动中讨论、或者诱导演讲者等与会者披露敏感信息、重要数据或其他任何未经批准不得对外披露的信息,或以任何方式谈及任何前述信息,否则您应自行承担该等行为可能导致的任何后果,NIHK 和NOI 保留追究相关法律责任的权利。请注意,本活动可能会被记录。如为满足所适用的监管要求或根据相关上市公司请求,该活动的录音、电话记录和/或其他相关材料可提供给当地交易所或监管机构或上市公司,并在上市公司的相关网站上发布。NIHK 和 NOI 将出于与本次活动和未来活动相关的目的处理(包括收集、存储,使用等)您的个人数据(包括您的姓名、工作单位、个人电话号码、电子邮件地址等,具体以您注册活动时提供的个人数据为准),例如活动的一般管理和组织,或邀请您参加您可能感兴趣的未来活动。根据所适用的野村集团隐私政策和/或NOI隐私政策,您的个人数据可能会由NIHK共享给NOI,或由NOI共享给NIHK,或被共享予上述活动的第三方,例如相关上市公司或当地交易所或监管机构;场地提供者和其他参与活动管理的第三方和/或野村集团公司。关于野村集团隐私政策和NOI隐私政策的更多信息,请分别参阅<野村集团隐私政策>、< NOI隐私政策>。在符合法律法规要求的前提下,应上市公司第三方演讲嘉宾的要求,我们可能会与他们共享您的个人数据以供他们记录和/或让他们与您所代表的组织联系以加强投资者关系。 NIHK 和 NOI 不负责也不控制相关上市公司对您个人数据的使用,这将遵循他们自己的隐私政策。如果您不希望您的个人数据以上述方式被分享,您可以选择不注册该活动。通过注册活动,您承认并同意上述条款和野村集团隐私政策及NOI隐私政策。本次活动包含由NIHK 和NOI 联合举办的调研活动,不构成NIHK 和NOI 的任何投资建议、推介或宣传。未经授权,请勿通过任何形式传播非公开信息。投资有风险,入市需谨慎。

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