Danny Chen
公司执行董事
重点负责领域
汽车、动力电池、资本品、澳门博彩
个人简介
执行董事。具有多年在家办、券商、评级机构的投研背景，对于汽车制造、经销商、电动车产业链、周期品和澳门博彩行业具有一定认知与见解。毕业于香港大学经济及金融学系。
Executive Director of AceCamp, having years of research experience in the family office, broker, and credit rating agency with sound industry understanding of automobile manufacturing and dealership, EV supply chain, cyclical goods, and Macau Gaming. Graduated from The University of Hong Kong majoring in Economics and Finance.
工作经历
2021/02 – 2022/04
和谐汽车 / China Harmony Auto (3836.HK)
投资者关系经理 | IR Manager
• 主导公司投资者关系拓展及策略，积极与买方/卖方及时沟通公司业务发展及财务状况；负责中国汽车经销商行业和公司竞对的分析；深度参与拜腾汽车重组项目及新能源汽车销售业务的融资。
• Took the lead in the development and strategy formulation of investor relations, and proactively communicated with buy-side and sell-side on the company’s fundamentals. Responsible for conducting industry analysis over China auto dealership and comparative analysis over peers. Deeply involved in the restructuring project of Byton, and the fundraising project for the company’s NEV dealership business.
2019/09 – 2021/01
鹏元资信评级 / Pengyuan Credit Rating
高级评级分析师 | Senior Credit Rating Analyst
• 行业覆盖：汽车制造、动力电池、资源品、城投
主导东风集团股份(489.HK)、国家电网、紫金矿业(2899.HK)及城投项目的主体评级；撰写全球汽车行业评级方法论。
• Industry Coverage: Automobile Manufacturing, Motive Battery, Commodities, Local Government Financing Vehicles (LGFVs)
Led the credit rating projects for Dongfeng Motor Group (489.HK), State Grid Corporation China, Zijin Mining Group (2899.HK), and LGFVs. Responsible for the writing of rating methodology for global automobile manufacturing industry.
2017/10 – 2019/08
银河联昌证券 / CGS-CIMB Securities
高级证券分析师 | Senior Associate
• 行业覆盖：汽车制造、澳门博彩
就中国新能源汽车发展为主题，先后于2018年尾，在香港/上海/新加坡/马来西亚进行路演，及于2019年4月，在韩国首尔进行路演；带领行业专家于2019年5月在香港进行关于锂电池行业的路演；每月去澳门进行赌场调研，数算百家乐最低投注额等指标变化；带客户去菲律宾调研博彩行业。
• Industry Coverage: automobile manufacturing, Macau Gaming
Independent Company Coverage: BYD, SAIC, GAC, Chang’an Automobile, Great Wall Motor
Carried out NDR regarding the theme of China’s NEV development in Hong Kong, Shanghai, Singapore, and Kuala Lumpur in late 2018, and in Seoul in early 2019. Held a full-day expert roadshow in Hong Kong in early 2019 with the theme of motive batteries and EV. Went to Macau to conduct table count on a monthly basis and brought some clients to Philippine for gaming and resort industry site visit.
2016/03 – 2017/10
睿泽资本 / Intelligence Capital
股票研究员 | Equity Generalist
主要行业覆盖：锂电池产业链、锂电设备、体外诊断、资源品
主要公司覆盖：天齐锂业、赣锋锂业、华友钴业、格林美、星源材质、天赐材料、恩捷股份、先导智能、当升科技、宁德时代、亿纬锂能
Primary Industry Focus: Lithium Battery Supply Chain, Lithium Battery Equipment, IVD, Commodities
Primary Company Coverage: Tianqi Lithium, Ganfeng Lithium, Huayou Cobalt, China Molybdenum, GEM, Shenzhen Senior Tech, Yunnan Energy New Material, Wuxi Lead Intelligent, Beijing Easpring Material Tech, CATL, Eve Energy
