2006年中国预测：无路可循

China Strategy 3
China Economics 14
China........................................................................................................................................................ 18
Sector Outlooks 19
Auto ......................................................................................................................................................... 20
Banks ....................................................................................................................................................... 24
Chemicals ................................................................................................................................................ 29
Conglomerates ......................................................................................................................................... 33
Consumer Durables/Retailing ................................................................................................................... 36
Exporters/Manufacturers.......................................................................................................................... 40
Infrastructure............................................................................................................................................ 44
Metals & Mining...................................................................................................................................... 49
Oil & Gas................................................................................................................................................. 53
Property.................................................................................................................................................... 57
Telecoms.................................................................................................................................................. 62
Utilities/China.......................................................................................................................................... 67
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