Taking full-scale research and all-rounded services as transition direction, CITICS Research aims to serve primary and secondary market investors as an expert to carry out in-depth industry analysis and a consultant in enterprises strategy study.

CITICS Research – What we do

  • Founded in 1998, CITICS Research, as a top-notch sell-side research institution in China, consistently adheres to the values of "Integrity, Innovation, Excellence and Sharing", and provides high-end, professional, forward-looking and comprehensive research services for domestic and overseas investors.
  • Taking full-scale research and all-rounded services as transition direction, CITICS Research aims to serve primary and secondary market investors as an expert to carry out in-depth industry analysis and a consultant in enterprises strategy study. For all of its clients, it strives to provide a full range of diversified products and services, including roadshows, field surveys, expert consulting, research projects, teleconferences and forums.
  • Based on CITICS' commitment to implementing national strategies, serving the real economy and promoting common prosperity and its vision to become a domestically leading and internationally first-class Chinese investment bank most trusted by clients around the world, CITICS Research is seizing the opportunities of the times to drive a shift towards client- and business-driven research, advance global presence, and build a CITICS research brand with both global vision and solid local roots. To fulfill the function as a research thinktank, CITICS Research increases its research contribution to the government and expands research collaboration with academic institutions. To further strengthen industry and in-depth research, it expands research to cover the secondary market, industrial development and private firms and services to include secondary market institutions, primary market PE funds, private companies across various industries and government guidance funds so as to deliver value and growth with clients.

Our organizational structure

For 7 consecutive years,

we have topped New Fortune’s Best Local Research Team category

We have ranked top 2

in the China (A&B Shares) market by Asiamoney for 7 consecutive years

Full-scale research, all-rounded services

  • Types and number of research reports published

    see more athttps://research.citics.com

    Every year, we present over 10,000 high-quality research reports of various types, covering aggregate, industry, sector and corporate researches. Our reports include in-depth/thematic reports, investment value analysis reports, survey/tracking reports, new stock analysis reports, commentaries, etc.

  • Increased share cove

    Currently, we cover 2,400+ A-shares, H-shares, US stocks and overseas-listed China concept stocks.

  • Where to find our reports

    Our reports are distributed via our own website (https://research.citics.com), and can ben viewed via Xinetou app, Weixin official account (CITICS Research) and mini-program (CITICS Research Services), as well as major financial terminals like Bloomberg and Wind.

Strong market influence

380k+
followers on CITICS Research’s official Weixin account
2.2mn+
views on the "Xinetou(信E投)" app
28k
views on the "aimatrix (投研魔方)" platform
670k++
views on CITICS Research's mini program

We serve our clients in diverse forms Statistics are for 10M23

Our index services

Classification standards covered (5,000+ SH-/SZ-listed firms, 2,500+ HK-listed firms, 300+ overseas-listed Chinese firms, 200+ BSE-listed firms, C-REITs)

level-1 industries
Split into sectors based on Industrial sectors and Upstream & downstream value chain sectors
level-2 industries
level-3 industries
Split into sectors based on Style sectors
CITICS Research index system building
Level-1/2/3 industry indices (484)
Industry 618&382 series indices (62)
Sector indices (18 across 3 categories)
Market benchmark indices: CITICS 500/A-Share/A-Share Composite indices Theme series indices (38)
Level-1/2/3 quantitative strategy indices (39)
Core investment fund pool indices (32)

3 models and 3 stages of our ESG services

Regular (annual) information disclosure

With Hong Kong as a reference, IPO candidates and listed companies are subject to mandatory annual ESG reporting.

Medium-term governance improvement

Larger companies need services to improve their external ESG ratings. MSCI + state-owned enterprise pioneers are worth watching.

Long-term green finance

The pan-manufacturing industry needs to phase in carbon trading in 2024. The number of potential enterprise customers we could serve is 100+.
3.0
1. Carbon trading + carbon strategy planning + implementation coordination
2. Sustainable finance strategy planning + implementation coordination
2.0
1. Improvement of key scores
2. Supply chain compliance transformation for key accounts
3. ESG governance goal setting + departmental KPI development
1.0
For companies with no ESG reporting at all or incomplete reporting, the focus is on organizational structure adjustments and ESG disclosure optimization