29 Hangzhou Tigermed Consulting Co Ltd 3347 HK Health Care

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



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.




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.




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.




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.

Documents

29 Hangzhou Tigermed Consulting Co Ltd 3347 HK Health Care