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Macquarie DELTAH China Conference 2023: In Person Site Tours

8 May: Gaming Tour
11-12 May: China Automation Tour
11-12 May: China Consumer Tour
11-12 May: China EV Tour

Macquarie DELTAH China Conference 2023 Site Tour #1:
Gaming Tour
Mon 8 May | Macau

Macquarie invites you to join a variety of in person site tours in Macau, Nanjing, Changzhou, Beijing, Shenzhen, Guangzhou, post our Macquarie DELTAH China Conference 2023 in Hong Kong on 9-10 May.

Macquarie invites you to attend our Gaming Tour in Macau on Monday, 8 May. This tour is being held in conjunction with our DELTAH China Conference 2023.

Monday, 8 May
07:00-09:00      Bus commute from Island Shangri-la to Sands China Macau
09:00-11:45 Galaxy - Property tour lead by Macquarie Analysts
12:00-13:45 Lunch Meeting with MGM
                               Speaker: Vice President Investor Relations, Ms. Sidney Luk
14:00-14:45    Wynn - Property Tour
15:00-15:45 Sands China
Speaker: Vice President Investor Relations, Mr. Jason Cheong
16:00-17:00 SJM
17:00-19:00 Bus commute from SJM to Island Shangri-la Hong Kong

Cross-border ground transportations will be arranged by Macquarie.

This is a working agenda and subject to change.

Macquarie DELTAH China Conference 2023 Site Tour #2:
China Automation Tour
Thu 11 May - Fri 12 May | Nanjing, Hangzhou, Tongxiang, Deqing

Don't miss our China Automation Tour on 11-12 May. Held in conjunction with our DELTAH China Conference 2023, the tour will provide you with direct access to company management, plant visits, and the opportunity to explore the latest technology and competitive edge in the automation sector. This tour will focus on companies under coverage as well as other key players in the space.

China's automation sector continues to attract investor attention, supported by preferential government policy and significant localization potential on import substitution. As Covid-19 restrictions ease, this is an opportune time for investors to visit supply-chain sites in the industrial automation sector, from upstream speed-reducer companies, to leading domestic industrial robot and service robot manufacturers, as well as localization champions in semicon vacuum pump manufacturing.

10 May (Wed), Hong Kong
17:15-17:30          Gather at Island Shangri-la Hotel Lobby
17:30-20:00          Bus commute from Hong Kong Island Shangri-la Hotel to Shenzhen Airport
21:40-23:55          Flight from Shenzhen to Nanjing
23:55-00:25(+1) Bus commute from Nanjing Airport to Marriott Nanjing South Hotel
11 May (Thu), Nanjing
08:15-08:30          Gather at Marriott Nanjing South Hotel Lobby
08:30-09:00          Bus commute from Marriott Nanjing South Hotel to Estun Automation office
09:00-11:00          Estun Automation (002747 CH) ·Speaker: Board Secretary Mr Lingjun He
11:30-14:30          Nari Tech (600406 CH) ·Speaker: Board Secretary Mr Feilong Fang, IR Ms Zhitian Zhang
15:00-17:00          Yijiahe (603666 CH) ·Speaker: Board Secretary Mr Jinbo Zhang, Sec Rep Mr Yun Yang
17:00-20:30          Bus commute from Nanjing to JW Marriott Hotel Hangzhou
12 May (Fri), Hangzhou, Tongxiang, Deqing
07:50-08:00          Gather at JW Marriott Hotel Hangzhou Lobby
08:00-09:00          Bus commute from JW Marriott Hotel Hangzhou to Supcon Tech office
09:00-11:00          Supcon Tech (688777 CH) ·Speaker: IRD Ms Zhu Zhu, IR Mr Fan Wang
12:30-14:30          Shuanghuan Driveline (002472 CH) ·Speaker: Board Secretary & VP Ms Haixia Chen
15:30-17:00          Dingli Machinery (603338 CH) ·Speaker: Sec Rep Ms Ting Wang
17:00-18:00          Bus commute from Dingli Machinery to JW Marriott Hotel
13 May (Fri), Hangzhou, Hong Kong
08:45-09:00          Gather at JW Marriott Hotel Hangzhou Lobby
09:00-09:45          Bus commute from JW Marriott Hotel Hangzhou to Hangzhou Airport
12:00-15:00          Flight from Hangzhou to Hong Kong

Suggested Flight:
10 May 2140-2355 | Shenzhen to Nanjing | ZH9853 | Shenzhen Airlines
13 May 1200-1500 | Hangzhou to Hong Kong | HX0113 | Hong Kong Airlines

Suggested hotels:
10-11 May | Marriott Nanjing South Hotel | Deluxe room rate is at CNY970 incl. buffet breakfast.
11-13 May | JW Marriott Hotel Hangzhou | Deluxe room rate is at CNY1,900 incl. buffet breakfast.
** 10% handling fees and 3% surcharge on credit cards if booking through Macquarie's dedicated mainland travel agent.

This is a working agenda and subject to change.

Macquarie DELTAH China Conference 2023 Site Tour #3:
China Consumer Tour
Thu 11 May - Fri 12 May | Beijing, Macquarie's office

Please join our China Consumer Tour on 11-12 May, held in conjunction with the Macquarie DELTAH China Conference 2023. We will visit consumer companies in Beijing - from retail, dairy products, sportswear, duty free, to restaurants and education - to get a sense of the latest trends, gauge consumer sentiment as well as end-user consumer demand in China. We are confidence that the trip will provide an invaluable experience to keep your finger on the China consumption pulse.

11 May (Thu), Beijing
06:45-07:00 Gather at Hong Kong Island Shangri-la Hotel Lobby
07:00-09:00 Bus commute from Hong Kong Island Shangri-la Hotel to Kedali office
09:00-10:00 Kedali (002850 CH)
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10:30-11:30 Shenzhen Inovance (300124 CH)
Address: ????????70??????????E?
11:30-12:30 Bus commute from Shenzhen Inovance to BYD Headquarter
12:30-14:30 Lunch meeting and lab visit with BYD (1211.HK)
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14:30-15:30 Bus commute from BYD to EVE Energy Headquarter
15:30-17:30 Meeting and plant visit with EVE Energy (300014 CH)
Address: ????????????38?
17:30-18:30 Bus commute from EVE Energy Headquarter to Dongguan InterContinental Hotel

12 May (Fri), Beijing
08:15-08:30 Gather at InterContinental Hotel Lobby
08:30-09:00 Bus commute from InterContinental Hotel to Meidong Headquater
09:00-10:30 Meeting and plant visit with Meidong Auto (1268 HK)
Address: ?????????????C-01-04?
10:30-11:45 Bus commute from Meidong Auto Headquarter to Guangzhou
11:45-13:45 Lunch meeting with Expert
14:00-15:00 Guangzhou Automobile Group (2238 HK / 601238 CH)
Address: ????????????????23?????
15:00-16:00 Bus commute Pony.Ai Headquarter
16:00-18:00 Test drive with Pony.Ai
Address: ????????????????
18:00-20:00 Bus commute from Pony.Ai to Hong Kong Island Shangri-la Hotel

Suggested flights:
10 May 1900-2220 | Hong Kong to Beijing | CX0344 | Cathay Pacific
12 May 2015-2350 | Beijing to Hong Kong | HX0313 | Hong Kong Airlines

Suggested hotels:
10-12 May | Four Seasons Beijing | Deluxe room rate is at CNY1,450 (MQ Corporate Rate, incl. Buffet Breakfast)
** 10% handling fees and 3% surcharge on credit cards if booking through Macquarie's dedicated mainland travel agent.

This is a working agenda and subject to change.

Macquarie DELTAH China Conference 2023 Site Tour #4:
China EV Tour
Thu 11 May - Fri 12 May | Beijing

Macquarie invites you to attend our China EV Tour on 11-12 May. This tour is being held in conjunction with our DELTAH China Conference 2023. Please join our China EV Tour on 11-12 May, held in conjunction with the Macquarie DELTAH China Conference 2023.

As China lifts its Covid-19 restrictions, China reopens its doors to the world after three years. The EV supply chain has evolved dramatically, with rapidly evolving and fast-growing penetration rates. The tour offers flexibility for you to create your own bespoke meetings and finds answers on what differentiates China EV models from EV models offered by the global brands.

11 May (Thu), Shenzhen, Huizhou, Dongguan
06:45-07:00          Gather at Hong Kong Island Shangri-la Hotel Lobby
07:00-09:00          Bus commute from Hong Kong Island Shangri-la Hotel to GEM Co. office
09:00-10:00          GEM Co. (002340 CH)
10:30-11:30          Shenzhen Inovance (300124 CH)
11:30-12:30          Bus commute from Shenzhen Inovance to BYD Headquarter
12:30-14:00          Lunch meeting and plant visit with BYD (1211.HK)
14:00-15:00          Bus commute from BYD to EVE Energy Headquarter
15:00-17:00          Meeting and plant visit with EVE Energy (300014 CH)
17:00-18:00          Bus commute from EVE Energy Headquarter to Dongguan InterContinental Hotel
12 May (Fri), Donggaun, Guangzhou, Hong Kong
07:15-07:30          Gather at Hotel Lobby
07:30-09:00          Bus commute from Hotel to Meidong Headquarter
09:00-10:30          Meeting and plant visit with Meidong Auto (1268 HK)
10:30-11:45          Bus commute from Meidong Auto Headquarter to Guangzhou
11:45-14:00          Lunch meeting with Guangzhou Automobile Group (2238 HK / 601238 CH) / EV dealership visit
14:00-15:00          Bus commute Pony.Ai Headquarter
15:00-17:00          Meeting and test drive with Pony.Ai
17:00-19:00          Bus commute from Pony.Ai to Hong Kong Island Shangri-la Hotel

11 May | InterContinental Dongguan | City-view deluxe King Room is at CNY850 incl. service charge and 1 buffet breakfast.
** 10% handling fees and 3% surcharge on credit cards if booking through Macquarie's dedicated mainland travel agent.

This is a working agenda and subject to change.

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