今日观点国际投行-行业宏观 瑞银-中国能源转型:涨势延续,电力需求增长预期翻倍-China Energy Transition Rally to continue;doubling our power demand growth forecast-20251027【44页】
今日观点国际投行-行业宏观 摩根士丹利-中国科技与创新:中国“十五五”产业政策:变局与破局-China Tech and Innovation Playbook in China’s 2030 FYP: Industrial Policy in China’s 15th FYP: Shift-20251104【17页】
今日观点国际投行-行业宏观 德意志银行-中国宏观:在更具挑战的世界中更具信心的中国-China Macro:A More Confident China in a More Challenging World-20251025【10页】
今日观点国际投行-行业宏观 花旗-中国股票策略:中国第15个五年规划目标公布,海外贸易壁垒增多下更注重开放-China Equity Strategy:Twelves Goals of 15th Five-Year Plan Unveiled; Targeting More Opening Up amid More Trade Barriers Overseas-20251023【12页】