China banking industry

1. By Qianzhan Intelligence
Website: http://en.qianzhan.com/
Tel:+86 0755 33220413
Email us: carter@qianzhan.com.cn
China Banking Industry Market Research and
Prospect Forecast Report
第一章：Banking Environment Analysis
1.1 Analysis of Banking Macroeconomic Environment
1.2 Policy Environment Analysis of Banking
1.3 Characteristic Analysis of Banking Investment
1.3.1 Banking Boom Index
1.3.2 Cyclical Analysis of Banking
1.3.3 Development Analysis of Banking
1.3.4 Monopoly Analysis of Banking
1.4 Financial Environment Analysis of Banking
第二章：2009-2010 Analysis of Banking Development Status
2.1 Asset Size Analysis of Banking
2.2 Deposit and Loan Business Analysis of Banking
2.2.1 Deposit Analysis of Financial Institutions in Banking
2.2.2 Deposit and Loan Analysis of Financial Institutions in
Banking
2.2.3 Analysis of Banking Difference between Balance of
Deposit and Loan
2.2.4 Utilization of RMB Capital
2.3 2009-2010 Operating Status Analysis of Listed Banks
第 三 章 ： Market Development Status Analysis of Banking
Business
3.1 Overview of Bank Intermediary Business Development
3.2 Bank Card Business
3.2.1 Issue and Consumption Condition of Bank Card
3.2.2 Overall Condition of Bank Card Product, 2009-2010
3.2.3 Market Competitive Landscape Analysis of Bank Card
3.2.4 Bank Card Business Analysis of Regional Commercial
Banks
3.2.5 Influencing Factor Analysis of Bank Card Market
3.2.6 Demand Forecast for China’s Bank Card Market
3.3 Financial Management of Bank
3.3.1 Market Analysis of Financial Management Product, 20102011
3.3.2 Market Development Situation of Bank Products
3.3.3 Market Competition Status of Financial Management
3.3.4 Market Demand Forecast for Financial Management

2. Product
3.3.5 Comparison Situation of Financial Management
Capability, 2010
3.4 Online Banking Business
3.4.1 Overview of Online Banking Business Development
3.4.2 User Scale of China’s Online Banks
3.4.3 Transaction Scale of China’s Online Banks
3.4.4 Comparison of Users’ Characteristics in Different Online
Banks
3.4.5 Market Competitive Landscape of Online Banking
Business
3.4.6 Market Prospect Forecast for Online Banking Business
3.5 Private Banking Business
3.6 Retail Banking Business
第 四 章 ： Opening up Status and Development Prospect of
Banking
4.1Development Status of Foreign-owned Banks
4.2 Competitive Landscape between Foreign-owned and
Chinese Controlled Banks
4.3 Cooperation Status of Foreign-owned and Chinese
Controlled Banks
4.4 Key Foreign-owned Banks’ Development Status in China
4.4.1 Standard Charter Bank
4.4.2 Citibank
4.4.3 Hong Kong and Shang Hai Banking Corporation (HSBC)
4.4.4 Deutsche Bank
4.4.5 Hang Seng Bank (HSB)
第5章：Competition Status Analysis Among China’s Banking
5.1 Competitiveness Analysis of Banks
5.1.1 Competitiveness Analysis of National Commercial Banks
5.1.2 Competitiveness Analysis of State-owned Commercial
Banks
5.1.3 Competitiveness Analysis of Listed Joint-stock Banks
5.2 Development Status Analysis of City Commercial Banks
5.2.1 Background of the Development of City Commercial
Banks
5.2.2 Development Status of City Commercial Banks
5.2.3 Competitiveness Analysis of City Commercial Banks
5.2.4 Development Prospect of City Commercial Banks
5.3 Analysis of Industry Investment M&A
5.3.1 General Survey of Banking Investment M&A
5.3.2 Investment M&A of Foreign-owned Banks
5.3.3 Investment M&A of Domestic Banks

3. 5.3.4 Characteristics and Judgement of Banking Investment
M&A
第 六 章 ： Operation Situation Analysis of State-owned
Commercial Banks
6.1 Operation Situation Analysis of Bank of China (BoC),
2008-2010
6.2 Operation Situation Analysis of Industrial and Commercial
Bank of China (ICBC), 2008-2010
6.3 Operation Situation Analysis of Agricultural Bank of China,
2008-2010
6.4 Operation Situation Analysis of China Construction Bank
(CCB), 2008-2010
6.5 Operation Situation Analysis of Bank of Communications,
2008-2010
第 七 章 ： Operation Situation Analysis of Key Joint-stock
Commercial Banks, 2008-2010
7.1 Operation Situation Analysis of CMB, 2008-2010
7.1.1 Analysis of Developmental Profile
7.1.2 Analysis of Operation Performance
7.1.3 Analysis of Business Operation
7.1.4 Analysis of Risk Governance318
7.1.5 SWOT Analysis of Operation Status
7.1.6 Analysis of Investment M&A
7.1.7 Analysis of Latest Development Trend
……另有 10 家企业。
第 八 章 ： Operation Situation Analysis of Key City
Commercial Banks, 2008-2010
8.1 Operation Situation Analysis of Bank of Shanghai, 20082010
8.1.1 Analysis of Developmental Profile
8.1.2 Analysis of Operation Performance
8.1.3 Analysis of Business Operation
8.1.4 Analysis of Risk Governance
8.1.5 SWOT Analysis of Operation Status
8.1.6 Analysis of Investment M&A
8.1.7 Analysis of Latest Development Trend
……另有 12 家企业。
第 九 章 ： Development Trend and Prospect Forecast for
Banking, 2011-2013
9.1 Trend Analysis of Trend, 2011-2013
9.2 Investment Risk Analysis of Banking, 2011-2013

5. 图表目录
图表 1：2008-2010 年美国非农业部门失业
率变化（单位：%） 17
图表 2：2010 年欧元区主要国家 GDP 数据
一览（单位：%） 18
图表 3：2005-2010 年规模以上工业增加值
增长情况（单位：%） 20
图表 4：2009-2010 年城镇固定资产投资及
其增长情况（单位：亿元，%） 20
图表 5：2009-2010 年社会消费品零售额及
其增长情况（单位：亿元，%） 21
图表 6：2002-2010 年 CPI 及 PPI 月度涨幅
变化（单位：%） 22
图表 7：2009-2010 年分月度贸易顺差额变
化（单位：亿美元） 22
图表 8：2010 年以来银行业相关政策及调
控汇总 25
图表 9：2009-2010 年各银行房地产开发贷
占比和不良贷款率变动情况（单位： % ）
33
图表 10 ： 2004-2011 年银行家信心指数季
度变化情况（单位：%） 34
图表 11 ： 2004-2011 年银行业景气指数季
度变化情况（单位：%） 35
图表 12 ： 2004-2010 年银行家对货币政策
感受指数季度变化情况（单位：%） 35
图表 13 ： 2004-2011 年贷款需求景气指数
季度变化情况（单位：%） 36
图表 14：2007-2010 年 M0、
存款、
贷款增长
率与 GDP 增长率比较（单位：%） 37
图表 15 ： 2000-2010 年中国银行业各类银
行的成长性比较（单位：十亿元） 38
图表 16 ： 2005-2011 年 M1 、 M2 同比增速
（单位：%） 40
图表 17：2009.01-2011.03 银行间同业拆借
利率情况（单位：%） 41
图表 18 ： 2010 年中国股票市场走势情况
42
图表 19 ： 1998-2010 年银行间债券市场债
券品种发行量变化情况（单位：亿元）
43
图表 20：2007.11-2010.11 原保费收入结构
分析（单位：%） 44
……另有 306 个图表。
图表目录
图 表 1 ： 2008-2010 Unemployment Rate Changes in
America’s Non-agricultural Sectors (%)
图 表 2 ： 2010 General Survey of Major Nation’s GDP in the
Euro Zone (%)
图表 3 ： 2005-2010 Value-added Growth Rates of Enterprises
Above Designated Size (%)
图 表 4 ： 2009-2010 Urban Fixed-asset Investment & Growth
Condition ( Hundred Million Yuan, %)
图表 5 ： 2009-2010 Social Consumption Goods Turnover and
Growth Rate (RMB Hundred Million, %)
图表 6：2002-2010 Monthly Changes of CPI&PPI (%)
图 表 7 ： 2009-2010 Trade Surplus Changes by Month (USD
Hundred Million)
图 表 8 ： A Summary of Policies and Regulations Related to
Banking Since 2010
图 表 9 ： 2009-2010 Percentage Changes of Real Estate
Development Loan and Bad Loan in Different Banks (%)
图 表 10 ： 2004-2011Bankers’ Confidence Index by Quarter
(%)
图 表 11 ： 2004-2011 Quarterly Climate Index Change of
Banking (%)
图 表 12 ： 2004-2010 Quarterly Changes of Bankers’ Feeling
Index to Monetary Policy (%)
图 表 13 ： 2004-2011 Quarterly Changes of Loan Demand’s
Climate Index (%)
图 表 14 ： 2007-2010 MO/Deposit/Loan Growth Rate Versus
GDP Growth Rate (%)
图 表 15 ： 2000-2010 Growth Comparison of Different Types
of Banks in China’s Banking (RMB Billion)
图表 16：2005-2011 M1&M2 Year-on-year Growth (%)
图 表 17 ： 2009.01-2011.03 Condition of Interbank Lending
Rate (%)
图表 18：2010 China Stock Market Trend
图 表 19 ： 1998-2010 Changes of Various Bonds Issued
Amount in Banks’ Bond Markets (RMB Hundred Million)
图 表 20 ： 2007.11-2010.11 Structure Analysis of Insurance
Cost (%)
……另有 306 个图表。