6. Traditional energy sources: China Petroleum, China Petrochemical, China CNOOC and China Shenhua.A-share core quality assets:7. Electricity: Changjiang Power, Huaneng Hydropower, China Nuclear Power, China Guangdong Nuclear Power and Guodian Power.
8. Chips: SMIC, China Resources Micro, Cambrian, North Huachuang.A-share core quality assets.
9. Banks: Industrial and Commercial Bank, China Construction Bank and Agricultural Bank.10. Non-bank finance: China Ping An, China Life Insurance, CITIC Securities, Bank of China, China Merchants Bank, Huatai Securities and Oriental Fortune.
Strategy guide
Strategy guide 12-13
Strategy guide