中金公司-中国电信服务及通讯设备行业_数据需求开始在中国腾飞-111123.pdf

经济转型中的机遇与挑战 Opportunities and Challenges in Economic Transformation 陈昊飞 Haofei CHEN 中金公司研究部，执行总经理 Executive Director, Research Department, CICC 数据需求开始在中国腾飞 Data Demand is Taking-off in China 陈昊飞先生于 2001 年加入中国国际金融有限公司研究部，目前主要负责电信行业研究。 曾被评为 2010 年机构投资人（Institutional Investor ）最佳中国电信行业研究员第一；2010 年和 2009 年亚洲货币杂志（Asia Money ）最佳中国电信研究员第一；2009 年和 2008 年新 财富杂志最佳中国电信研究员第二。 在研究电信行业之前，陈先生曾负责策略研究。曾获 2004 年新财富杂志最佳中国策略 师第二。陈先生于 2001 年参与中国铝业香港上市，2002 年参与中国联通 A 股上市。 陈昊飞先生曾任职于高盛- 高华的行业分析员-执行董事，中国 TD-SCDMA 技术论坛秘 书长。 陈昊飞先生于 1999 年获得北京大学国际金融和法律学士学位，2002 年获得 Duke 大学 的金融计量和工业组织学博士学位。 Haofei is an Executive Director of CICC Equity Research covering the telecommunications sector. He first joined CICC in 2001 where he conducted strategy research and was also involved in the HK listing of Aluminum Corp of China in 2001, and Shanghai listing of China Unicom in 2002. During his tenure, he was ranked No.2 in China Strategy research in New Fortune Magazine’s survey in 2004. In 2005, Haofei joined Goldman Sachs’ Gao Hua Securities as Executive Director in charge of Mid/Small-caps and the Telecommunications sector. In 2007, he was appointed the Secretary General of China’s TD-SCDMA Technology Forum, a position he held until he rejoined CICC. He is currently ranked No.1 in Chinese telecom sector in Institutional Investor’s 2010 survey, No.1 in Chinese telecom sector in Asia Money’s surveys in 2010 and 2009, and No.2 in Chinese telecom sector in New Fortune Magazine’s surveys in 2009 and 2008. Haofei earned a double degree in International Finance and Law from Peking University in 1999, and a Phd in Economics from Duke University in 2002. 经济转型中的机遇与挑战 Opportunities and Challenges in Econom