2012-2016 China's financial industry, market depth study of research and investment strategy guidance ---------------------------------- - [Report No. 102690 [publishing] industry Institute of Economic Research [Published] September 2012 [report format] paper version: 6500 yuan [electronic version]: 6800 yuan [paper + electronic: 7000 yuan [ Delivery] Speedpost / E-MAIL [Order Tel] 010-52876950 [Customer Service: QQ】 2697021579 【Contact】 Li Jun [corporate website] http://www.cyjjyjy.com/jinrongbaogao/qita/102690.html ( Click to view the body) [directory] first part of the basic content of the financial industry, Industry Overview Chapter 1 Section I Introduction of financial industry a Financial Industry Overview 1 II, the characteristics of the financial enterprise information systems 4 Section II of the financial sector development course 6 and financial industry information technology development process 6 II 10 III of the development trend of China's financial industry information exists 12 Fourth, the financial information of the development of new ideas 13 environment for the development of China's financial industry 2011-2012 Analysis 16 section of China's economic environment 16, 2011 China's macroeconomic Review 16, 2012 Macroeconomic Analysis 26 4 2012 industrial situation 31 35 Section II, "second five in the first half of 2012, profits of industrial enterprises above designated size analysis national strategic emerging industry development planning 36 Background 36 two guiding ideology, basic principles and development goals 37 three key development direction and major tasks for 39 four, five major projects 61, policy measures 68 six, organization and implementation of the 71 third section Monetary Policy Analysis 72 72 two of the Interpretation of preferential tax policies for the financial sector, China's industrial and financial policies, analysis of 74, the situation in the financial sector development hot spot analysis 77 The second part of the development of industry status analysis of Chapter III of the development of China's financial industry, the status quo analysis of 79 first a section of China's financial industry development status 79 financial industry development status 79 II, financial markets, consumer trends analysis 84 operation of financial markets in the first half of 2012, the development of the financial sector in 2011-2012 87 Section II Analysis 89, 2011 the development of the financial industry 89 Second, in 2012, the financial sector needs analysis 96 Third, the comprehensive solution 98 four development strategies 99 five, in 2011 the development of the financial sector cycle analysis run analysis of the financial industry in 2012 101 Section III 103, the importance of the policy analysis of 103, the development trend of China's financial industry 104 Third, the diversification of financial market system 104, modern sound financial organization system 104 Fifth, financial institutions, business concepts and operational mode 105 six financial institutions scale of 106 Section IV of the Chinese financial market analysis and thinking 106 a 106 two characteristics of financial markets, financial markets analysis 107, 110 four of the economic and financial situation in 2012, changes in the financial market structure 130 Chapter 2012 Financial Analysis and Outlook The main categories of development of the industry analysis 136 first 2012 Banking Industry Analysis 136 analysis of 136 banking external operating environment, a slowdown in the growth of the size of the bank, financial disintermediation 138 three main operating problems, bank profitability will decline 140 four net profit slowdown, credit quality risks exist, the NPL ratio down rebound 140 five capital regulation to enhance banks' capital gap still exists 141 six, Summary and Outlook 142 Section II of the 2012 insurance industry analysis 142 2012 the development of the insurance industry Analysis 142 Second, the second half of 2012, the insurance industry development trend analysis of the development of the securities industry in 2012 146, 2012 insurance industry development strategy 147 Section III of 152, the securities industry in the first half of 2012 Development Status 152 Second, the second half of 2012, the securities industry market structural opportunities 153 III 153 The third part of the development situation and prospects of the 2012 Securities Industry competition in the financial industry, competition in the industry analysis Chapter 162 Section I of China's financial industry competitive analysis of 162, 162 two of the development of the competitiveness of China's financial industry, China's futures market competition analysis 165 Third, the direction of competition in the financial sector in China's financial industry is the most powerful competitors 172 Section II Analysis 173, "Eleventh Five-Year Plan the main achievements during the financial standardization work 174 two, fully understand the new era to speed up the importance and urgency of the financial standardization construction 177 three main ideas during the "12th Five-Year Financial standardization work 178 Fourth, information technology to improve the competitiveness of the financial industry 180 183 First, the international competitiveness of Chinese financial enterprises 183 two financial enterprises to improve the international competitiveness of the need for 184, the international competitiveness of our financial services trade 185 four impact of Section III Analysis of International Competitiveness of Chinese financial enterprises operating analyze the main factors of international competitiveness in trade in financial services 187 Fifth, to enhance the international competitiveness of trade in financial services in China's major financial enterprises Suggestions 190 Chapter 192 section I of the Industrial and Commercial Bank of China 192 a basic overview of the enterprise 192 II, corporate strategy 194 three ,2010-2012 Financial Analysis 201 four major revenue constitute 205 Section II of the Bank of China 206 a 206 two basic overview of the corporate, financial analysis of enterprise development strategies, 209 three ,2010-2012 209 four major revenue constitutes 213 first three China Construction Bank 213 Company Profile 213 II Development Strategy 216 three ,2010-2012 Financial Analysis 216 four, 220 a main source of income constitute the Agricultural Bank of China in 219 Section IV Company Profile 220 II development strategy 222 three 2010-2012 Financial Analysis 223 four major revenue constitutes 227 Section V Merchants Securities Co., Ltd. 228 Company Profile 228 II, the basic situation of 228 three ,2010-2012 Financial Analysis 229 four, the main source of income constitute 232 Section VI GF Securities Co., Ltd. 233 a Company Profile 233 II, the company features a robust operating principles 234 three ,2010-2012 Financial Analysis 236 four major revenue constitute 240 Section VII Haitong Securities Co., Ltd. 240 I. Introduction 240 Financial Analysis ,2010-2012 242 three main income constitutes 245 Section VIII 246, Huatai Securities Co., Ltd., a Company Profile 246 II 246 three strategic objectives 2010-11 2012 Financial Analysis 247 four, the main source of income constitute 251 ninth China Ping An Group section 251 a, Group Introduction 251, Enterprise Strategy 254 three ,2010-2012 Financial Analysis 254 four major revenue constitutes 258 section X of China Pacific Insurance Company 259 a Company Profile 259 II, the company aims 260 three 2010-2012 financial analysis 261 Chapter VII enterprise competitive strategy analysis 265 Section I 265 a brand strategy and brand strategy Categories 265 and 266 three advantages of brand strategy, product line extension strategy 268 four multi-brand strategy 268 five brand extension the concept of 271 six, product strategy, brand update strategy 275 Section II 277 one product concept Introduction 277 II, product strategy, the core interest of 278 three, 278 four prospects for product strategy, product strategy analysis 279 Section III Pricing strategy 279 a pricing 287 fourth part of the industry trends and investment analysis strategy overview 280 Second, the pricing strategy classification 280, 283 Section IV promotional strategy, new product pricing strategies 285 a promotional strategy concept 285, 285 three promotional concept classification, personnel promotions eighth Chapter financial industry risk analysis 291 Section I of market competition, risk analysis of 291, 291 Second, market competition, risk of type 291, 292 Section II of the factors that affect competition in the market risk of financial competition risk analysis of 293 of the connotation of the risk of market competition, the financial competition risk hazard analysis 293 Second, the competition way out of financial competition risk analysis 295 Section III of the rural financial market competition risk analysis of 299 rural financial market competitive background analysis of 299 Second, to establish the need for rural financial risk early warning system 299 three rural financial 300 four of the elements of risk monitoring and early warning indicator system, establish the purpose of the rural financial market analysis 300 Chapter IX of the financial sector external risk analysis 302 Section I of the macroeconomic environment risk analysis of 302 local debt risk 302 II, sun financing for a breakthrough 307 Section II industry policy environment risk analysis 309 2012 macro-economic and financial situation analysis of 309 Second, the level of inflation highs of 310 three, the downward trend of inflation analysis of 312 established in 2012 312 Section III macroeconomic policy, fiscal policy more actively 313 Second, monetary policy steady loose 313 three, China's macroeconomic situation in 2012 313 Chapter 2012-2016 financial industry outlook 315 an analysis of 315 Section I Analysis and Forecast of China's securities market status quo, promote the securities market China's economic system and enterprise reform in depth 315, the stock market led to the progress of the reform of the financial system 316 three securities market to promote the central fiscal revenue increased 317 four, 317 five accelerated the progress of social transformation in the securities market, China Securities Investment The prospect of 318 Section II Analysis of Chinese insurance market forecast 320 a premium income scale rapidly expanding 320 insurance structure significantly change 320 326 four, revenue and profit situation of the domestic insurance industry, the prospects for the domestic insurance industry analysis 326 Section III Banking Analysis and Forecast 329 domestic banking status quo 329 331 Chapter XI of the financial industry, the strategic layout of the development prospects of the banking industry analysis of the overall layout of the 333 first section of the financial industry 333, 333 two banks , 334 three trust companies, fund management companies 334 four securities companies 335 five the pawn company 335 six, the security company 336 seven 336 Section II offshore funds, small loan companies layout 337 a Chinese stock market analysis, foreign speculative capital inflows status quo Suggestions and main channel 337 two foreign speculative capital inflows on the impact of China's economic development 340 three curb excessive foreign speculative capital inflows to the stock market status quo and layout feasibility analysis of 344 Chinese stock market summary of 344 in 2012 342 Section III 346 three investment value trends, the 2012 stock market layout feasibility analysis 347 Chapter XII of the financial industry, investment strategy analysis Section I 351 financial industry investment prospects Analysis 351 a mean reversion of the financial industry, the second Road 351, the insurance industry trend regression 352 the banking sector trend analysis 353 four, China's securities industry trend analysis 354 357 Section II of the direction of investment in the financial sector of the financial industry the leverage expansion space 356 six, bundled under the futures ushered in the opportunity 358 a blue chip is still a major asset configuration direction 358, changes in the industry boom has led to changes in the fund allocation ratio of 359 Third, the fund holdings industry accounted for the relatively high proportion of the sector's total market value of 359 four industry focus the company become the Fund the Awkwardness synonymous 359 Section III enterprises to invest in risk control 360 one, two enterprise investment risk, meaning 360, causes of corporate investment risk 361 Third, corporate investment risk prevention and control 363 chart catalog chart: GDP year-on-year growth of 21 charts :2007-2011 grain output market size and growth rate of 21 chart: 2011 above-scale industrial added value growth of 21 chart: in 2011 the growth rate of fixed asset investment up 22 chart: 22 charts of 2011 year-on-year growth rate of real estate development and investment: the growth rate of total retail sales of social consumer goods 23 chart: 2008 - 2011 national import and export volume of contrast 23 chart: The consumer price rose 24 chart: Industrial producer prices rose 24 chart situation: Industrial producer prices rose 25 chart: the actual growth of the per capita disposable income of urban residents speed 25 chart: 26 Chart :2007-2011 population natural growth rate changes of the actual growth rate of per capita income of rural residents Chart 26: 40 charts of energy-efficient industrial development roadmap: advanced environmental protection industry development roadmap 41 chart: resources recycling industry 42 chart roadmap: Route 43 chart the development of next-generation information network industry: electronic core foundation for industrial development roadmap 44 Chart 46 Chart: high-end software and emerging information services industry roadmap: bio-pharmaceutical industry development roadmap 47 chart: biomedical engineering industry development roadmap Chart 48: biological agriculture industry development roadmap 49 chart: 50 Chart the biomanufacturing industry development roadmap: aviation equipment industry roadmap Chart 51: satellite application industry roadmap 52 chart: rail transportation equipment industrial development roadmap Chart 53: marine engineering equipment industry development path Figure 54 Chart 55 Chart: intelligent manufacturing equipment industry roadmap: wind energy industry roadmap 56 chart: the solar industrial development roadmap Chart 57: biomass energy industry development roadmap 58 Chart: 60 charts the development of new materials industry roadmap: the development of new energy automotive industry roadmap 61 chart: Five Forces model 166 chart: annual trading volume and changes in the futures market in China in 2001 -2011 168 Chart: 2001 - 2011 China The annual turnover of futures markets and changes 169 chart: Futures Company concentration performance in the first half of 2012 186 Chart 171 Chart :2002-2010 comparison of the competitive advantage of trade in financial services index 186 chart :2002-2010 financial services trade revealed: main operating income growth of the Industrial and Commercial Bank of China Limited 2010-2012 201 Chart :2010-2012 China Industrial and Commercial Bank earnings per share grew 202 chart :2010-2012 principal place of business of the Industrial and Commercial Bank of China Limited growth comparison 202 chart 2010 - Bank of China Ltd in 2012 earnings per share comparison chart 202 2010 2012 Bank of China Ltd net profit growth of 202 Chart :2010-2012 China Industrial and Commercial Bank Asset Growth 203 chart: Bank of China Ltd 2010-2012 net profit growth compared to 203 Chart :2010-2012 total assets of the Industrial and Commercial Bank of China Limited growth comparing 204 Chart 203 Chart :2010-2012 China Industrial and Commercial Bank of China Limited financial indicators: -2012 204 Chart :2010-2012 China Industrial and Commercial Bank of China Limited, Industrial and Commercial Bank of China Limited operating results balance 204 Chart :2010-2012 China Industrial and Commercial Bank Limited cash and cash equivalents net growth of 205 chart: 2011 Industrial and Commercial Bank of China Co., Ltd. Main Products constitute -2012 205 Chart :2011-2012 China Industrial and Commercial Bank of China Limited industry income constitutes the 205 Chart :2011-2012 China Industrial and Commercial Bank area income products constitute 206 chart: 2010 growth of main business income of the Bank of China Limited -2012 209 charts 2010 earnings per share grew 209 chart :2010-2012 principal place of business growth of the Bank of China Limited Bank of China Limited in 2012 comparing 210 chart :2010-2012 The earnings per share of the Bank of China Co., Ltd. contrast 210 chart :2010-2012 Bank of China net profit growth of 210 chart :2010-2012, total assets of the Bank of China Limited to grow 210 chart :2010-2012 Bank of China shares Co., Ltd net profit growth comparison 211 chart :2010-2012 the total assets of the Bank of China Limited growth comparison 211 Chart 211 Chart :2010-2012 Bank of China Limited financial indicators 2010 2012 Bank of China Limited operating results 212 Chart :2010-2012 Bank of China Limited Balance 212 chart :2010-2012, Bank of China Limited Cash and cash equivalents net growth 212 chart :2011-2012 Bank of China Ltd. Main Products constitute 213 Chart :2011-2012 Bank of China Limited industry revenues constitute The 213 chart :2011-2012 Bank of China Limited regional income products constitute the main operating income growth of 213 charts from 2010 to 2012 China Construction Bank Corporation 216 chart: 2010-2012 China Construction Bank Corporation earnings per share growth of 216 Chart :2010-2012 China Construction Bank Corporation, the principal place of business growth comparison 217 chart comparing 216 Chart :2010-2012 China Construction Bank Corporation earnings per share China Construction Bank Corporation in 2010 and 2012 net profit growth of 217 Chart :2010-2012 China Construction Bank Corporation's total assets grow 217 :2010-2012 China Construction Bank Corporation net profit growth chart comparing 218 chart: 2010-2012 China Construction Bank Corporation's total assets grow Contrast 218 Chart :2010-2012 China Construction Bank Corporation Financial Indicators 218 Chart :2010-2012 China Construction Bank Corporation operating results 219 chart :2010-2012 of China Construction Bank Corporation Balance 219 Chart :2010-2012 China Construction Bank Corporation net increase in cash and cash equivalents 219 Chart :2011-2012 China Construction Bank Corporation industry revenues constitute Chart 220: 2011 - 2012 China Construction Bank Corporation regional income products constitute 220 chart :2010-2012 Agricultural Bank of China Co., Ltd. the main operating income growth of 223 Chart :2010-2012 China Agricultural Bank of earnings per share growth of 223 charts: 2010 principal place of business of the Agricultural Bank of China Limited growth -2012 contrast 223 chart from 2010 to 2012 China Agricultural Bank earnings per share, compared to 224 chart :2010-2012 Agricultural Bank of China Co., Ltd. net profit growth of 224 charts: 2010 the growth of the total assets of the Agricultural Bank of China Limited -2012 224 chart-contrast 225 chart :2010-2012, total assets growth of the Agricultural Bank of China Limited Agricultural Bank of China net profit growth in 2012 versus 225 chart :2010-2012 Agricultural Bank of China Limited financial indicators 225 chart :2010-2012 operating results of Agricultural Bank of China Co., Ltd. 226 chart :2010-2012 Agricultural Bank of China Limited Balance 226 Chart :2010-2012 China Agricultural Bank of China Co., Ltd. a net growth of the company's cash and cash equivalents 226 chart :2011-2012 of Agricultural Bank of China Co., Ltd. Main Products 227 Chart :2011-2012 China Agricultural Bank industry revenue 227 chart :2011-2012 Chinese agriculture Bank Corporation regional income constitutes 227 Chart :2010-2012 China Merchants Securities Co., Ltd. main operating income growth of 229 chart :2010-2012 earnings per share growth of China Merchants Securities Co., Ltd. 229 Chart :2010-2012 China Merchants Securities Co., Ltd. The company's principal place of business growth comparison 229 Chart :2010-2012 China Merchants Certificate Vouchers earnings per share compared to 230 Chart :2010-2012 China Merchants Securities Co., Ltd. China Merchants Securities Co., Ltd. in 2012 net profit growth of 230 charts 2010 total assets grow 230 Chart :2010-2012 China Merchants Securities Co., Ltd. net profit growth compared to 230 Chart :2010-2012 China Merchants Securities Co., Ltd. Total asset growth comparison the 231 Chart :2010-2012 China Merchants Securities Co., Ltd. Financial Indicators 231 chart: 2010 - results of operations of China Merchants Securities Co., Ltd. in 2012 231 Chart :2010-2012 China Merchants Securities Co., Ltd. Balance 232 Chart :2010-2012 China Merchants Securities Co., Ltd. in cash and cash equivalents net growth of 232 Chart :2010-2012 China Merchants Securities 232 Chart :2010-2012 China Merchants Securities Co., Ltd. Co., Ltd. Main Products constitute industry income constitutes the 233 Chart :2010-2012 China Merchants Securities Co., Ltd. regional income constitutes 233 chart :2010-2012 GF Securities Co., Ltd. main operating income grew 236 chart :2010-2012 GF Securities Co. Ltd. earnings per share growth of 236 charts 2010 earnings per share growth of GF Securities Co., Ltd. in 2012 237 Chart :2010-2012 GF Securities Joint Stock Co., Ltd. earnings per share comparison 237 chart :2010-2012 GF Securities Co. Ltd. net profit growth of 237 charts 2010 the growth of the total assets of GF Securities Co., Ltd. in 2012 237 Chart :2010-2012 GF Securities Co., Ltd. Net the profit grow contrast 238 chart-GF Securities Co., Ltd. in 2012 the total assets of the growth of comparative the 238 chart :2010-2012 GF Securities Co., Ltd. Financial Indicators 238 chart :2010-2012 GF Securities Co., Ltd. operating results 239 Chart :2010-2012 GF Securities Co. Ltd. balance 239 chart :2010-2012 GF Securities Co. Ltd. in cash and cash equivalents net increase of 239 chart :2011-2012 GF Securities Co., Ltd. Main Products constitute 240 chart :2011-2012 industry revenue constituted of GF Securities Co., Ltd. 240 chart :2010-2012, Haitong Securities Co., Ltd. the main operating income growth of 242 charts 2010, Haitong Securities Co., Ltd., 2012 earnings per share growth of 242 charts 242 Chart :2010-2012 :2010-2012 earnings per share growth of Haitong Securities Co., Ltd. Haitong Securities Co., Ltd. Earnings per share net profit growth of 243 charts compare 243 chart :2010-2012 Haitong Securities Co., Ltd.: 2010 - Haitong Securities Co., Ltd. in 2012 total assets grew 243 chart-Haitong Securities Co., Ltd. in 2012 net profit growth comparison 243 chart :2010-2012 total assets growth of Haitong Securities Co., Ltd. contrast 244 chart :2010-2012 Haitong Securities Co., Ltd. Financial Indicators 244 chart :2010-2012 results of operations of Haitong Securities Co., Ltd. 244 chart :2010-2012 Haitong Securities Co., Ltd. Balance 245 chart from 2010 to 2012, Haitong Securities Co., Ltd. in cash and cash equivalents a net increase of 245 chart :2011-2012, Haitong Securities Co., Ltd. Main Products constitute 245 chart :2011-2012, Haitong Securities Co., Ltd. industry revenues constitute the main business income of 246 charts Huatai Securities Co., Ltd. from 2010 to 2012 growth of 247 chart :2010-2012 earnings per share growth of Huatai Securities Co., Ltd. 247 chart :2010-2012 earnings per share growth of Huatai Securities Co., Ltd. 248 chart :2010-2012 earnings per share of Huatai Securities Co., Ltd. contrast 248 chart: 2010-2012 Huatai Securities Co., Ltd. and net profit growth of 248 charts 2010 the growth of the total assets of the Huatai Securities Co., Ltd. in 2012 249 Chart :2010-2012 Huatai Securities Co., Ltd. net profit growth vs 249 chart :2010-2012 Huatai Securities Co., Ltd. Total asset growth vs 249 chart :2010-2012 Huatai Securities Co., Ltd. Financial Indicators 250 chart :2010-2012 operating results of the Huatai Securities Co., Ltd. 250 chart :2010-2012 Huatai Securities Co., Ltd. assets liabilities 250 chart :2010-2012 Huatai Securities Co., Ltd. in cash and cash equivalents net increase of 251 chart :2011-2012 Huatai Securities Co., Ltd. Main Products constitute the main business income of 251 Chart :2010-2012 China Ping Corporation grow 254 chart :2010-2012 Chinese Ping Corporation earnings per share growth of 254 charts Ping An of China Co., Ltd. in 2010 and 2012 earnings per share growth 255 Chart :2010-2012 China Ping Corporation earnings per share comparison 255 Chart :2010-2012 China Ping Corporation net profit growth of 255 Chart :2010-2012 China Ping Co., Ltd. Total asset growth net profit growth of 256 Chart :2010-2012 China Ping Corporation contrast 256 chart: 2010 - Ping An of China Co., Ltd. Total asset growth in 2012 comparing 256 chart :2010-2012 Ping An of China Co., Ltd. Financial Indicators 257 chart :2010-2012, Ping An of China Co., Ltd. operating results 257 chart :2010-2012 China Ping An shares limited company balance 257 chart :2010-2012 China Ping Corporation Cash and cash equivalents net growth of 258 chart :2011-2012, Ping An of China Co., Ltd. Main Products constitute 258 chart :2011-2012 Chinese peace Corporation industry income constitutes 258 chart :2011-2012, Ping An of China Co., Ltd. of regional income 259 chart :2010-2012 Pacific Insurance Co., Ltd. main operating income growth of the Pacific Insurance Co., Ltd. 261 chart :2010-2012 earnings per share to grow 261 Chart :2010-2012 Pacific Insurance Company of earnings per share growth of earnings per share comparison Pacific Insurance Co., Ltd., the Pacific Insurance Co., Ltd. 262 chart :2010-2012 net profit growth of 262 charts 261 chart :2010-2012: 2010 the growth of the total assets of the Pacific Insurance Co., Ltd. -2012 262 Chart :2010-2012 net profit growth of the Pacific Insurance Co., Ltd. Compare 262 chart :2010-2012 Pacific Insurance Co., Ltd. Total asset growth vs 263 chart :2010-2012 Pacific Insurance Co., Ltd. Financial Indicators 263 chart :2010-2012 results of operations of the Pacific Insurance Co., Ltd. 263 chart Pacific Insurance Co., Ltd. from 2010 to 2012, the balance 264 chart Pacific Insurance Co., Ltd. in 2010 and 2012 in cash and cash equivalent of a net increase of 264 slightly ...