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第七届新浪财经金麒麟建筑与建材行业最佳分析师:第一名长江证券
Xin Lang Zheng Quan· 2025-11-28 07:49
Core Insights - The 7th Sina Finance "Golden Unicorn" Best Analyst Awards ceremony was held on November 28, 2025, in Shanghai, gathering over 300 industry leaders to discuss future opportunities in the Chinese capital market [1]. Group 1: Event Overview - The 2025 Analyst Conference and the 7th Sina Finance "Golden Unicorn" Best Analyst Awards ceremony took place, featuring participation from scholars, fund managers, and company executives [1]. - The results of the 7th Sina Finance "Golden Unicorn" Best Analyst selection were announced [2]. Group 2: Best Analysts in Construction and Building Materials - The top analysts in the construction and building materials sector were recognized, with the following rankings: 1. Changjiang Securities Research Team (Chief Analyst: Fan Chao) [3] 2. GF Securities Research Team (Chief Analyst: Xie Lu) [3] 3. Guosheng Securities Research Team (Chief Analyst: He Yaxuan) [3] 4. Guotai Junan Securities Research Team (Chief Analyst: Bao Yanxin) [3] 5. Tianfeng Securities Research Team (Chief Analyst: Bao Rongfu) [3] 6. Zhongtai Securities Research Team (Chief Analyst: Sun Ying) [3] 7. Caitong Securities Research Team (Chief Analyst: Bi Chunhui) [3] 8. Guojin Securities Research Team (Chief Analyst: Li Yang) [3]
第七届新浪财经金麒麟创新药行业最佳分析师:第一名兴业证券
Xin Lang Zheng Quan· 2025-11-28 07:48
Group 1 - The 2025 Analyst Conference and the 7th Sina Finance "Golden Unicorn" Best Analyst Awards Ceremony took place on November 28, gathering over 300 authoritative scholars, public and private fund leaders, listed company chairpersons, top fund managers, and chief analysts in Shanghai to discuss future opportunities in the Chinese capital market [1] - The results of the 7th Sina Finance Golden Unicorn Best Analyst selection were announced [2] Group 2 - The top analysts in the innovative pharmaceutical sector were recognized, with the first place awarded to the Industrial Securities Research Team led by Chief Analyst Sun Yuanyuan [3] - The second place was awarded to the CITIC Construction Investment Securities Research Team, led by Chief Analyst Yuan Qinghui [3] - The third place went to the Guotai Junan Securities Research Team, led by Chief Analyst Yu Wenxin [3] - Other notable rankings include Tianfeng Securities in fourth place, Dongwu Securities in fifth, Guosheng Securities in sixth, Huachuang Securities in seventh, GF Securities in eighth, and Changjiang Securities in ninth [3]
第七届新浪财经金麒麟固定收益研究最佳分析师:第一名浙商证券
Xin Lang Zheng Quan· 2025-11-28 07:32
Core Insights - The 7th Sina Finance "Golden Unicorn" Best Analyst Awards ceremony was held on November 28, 2025, in Shanghai, gathering over 300 influential figures from academia, public and private equity, listed companies, top fund managers, and chief analysts to discuss future opportunities in China's capital market [1][2]. Group 1: Best Analysts in Fixed Income Research - The top fixed income research team was awarded to the Zheshang Securities Research Team, led by Chief Analyst Qin Han and Co-Chief Analyst Du Jian, with a team comprising eight members [3]. - The second place was awarded to the Huachuang Securities Research Team, led by Chief Analyst Zhou Guannan, with a team of seven members [3]. - The third place went to the Industrial Securities Research Team, led by Chief Analyst Zuo Dayong and Co-Chief Analyst Xiao Yu, with a team of six members [3]. - The fourth position was secured by the Caitong Securities Research Team, led by Chief Analyst Sun Binbin, with a team of five members [3]. - The fifth place was awarded to the Huaxi Securities Research Team, led by Chief Analyst Liu Yu, with a team of ten members [3]. - The sixth position was taken by the Shenwan Hongyuan Securities Research Team, led by Chief Analyst Huang Weiping, with a team of five members [3]. - The seventh place was awarded to the Tianfeng Securities Research Team, led by Chief Analyst Tang Haiqing, with a team of ten members [3]. - The eighth position was secured by the Changjiang Securities Research Team, led by Chief Analyst Zhao Zenghui, with a team of three members [3].
第七届新浪财经金麒麟军工行业最佳分析师:第一名广发证券
Xin Lang Zheng Quan· 2025-11-28 06:52
专题:第七届新浪财经金麒麟最佳分析师荣誉榜 11月28日,2025分析师大会暨第七届新浪财经"金麒麟"最佳分析师颁奖盛典隆重召开。逾300名权威学 者、公私募掌舵人、上市公司董事长、顶级基金经理、首席分析师齐聚上海,共同探讨中国资本市场的 未来机遇。 第二名 兴业证券研究团队 (首席分析师:石康;联席首席:李博彦;团队成员:石砾、董昕瑞、徐东晓、周登科) 第三名 长江证券研究团队 同时,第七届新浪财经金麒麟最佳分析师评选结果隆重揭晓。 第七届新浪财经金麒麟军工行业"最佳分析师"荣誉榜如下: 第一名 广发证券研究团队 (首席分析师:孟祥杰;团队成员:吴坤其、邱净博、邵艺阳) (首席分析师:韩强;团队成员:武雨桐、穆少阳) 第六名 天风证券研究团队 (首席分析师:王贺嘉;团队成员:王清、杨继虎、张晨晨、张飞、李麟君) 第四名 中信建投证券研究团队 (首席分析师:黎韬扬;团队成员:任宏道、王春阳、郭枫、汪正鑫) 第五名 申万宏源证券研究团队 (首席分析师:王泽宇;团队成员:赵博轩) 责任编辑:郭栩彤 ...
第七届新浪财经金麒麟海外市场研究最佳分析师:第一名兴业证券
Xin Lang Zheng Quan· 2025-11-28 06:34
专题:第七届新浪财经金麒麟最佳分析师荣誉榜 11月28日,2025分析师大会暨第七届新浪财经"金麒麟"最佳分析师颁奖盛典隆重召开。逾300名权威学 者、公私募掌舵人、上市公司董事长、顶级基金经理、首席分析师齐聚上海,共同探讨中国资本市场的 未来机遇。 同时,第七届新浪财经金麒麟最佳分析师评选结果隆重揭晓。 第七届新浪财经金麒麟海外市场研究"最佳分析师"荣誉榜如下: 第二名 光大证券研究团队 (首席分析师:付天姿;团队成员:陈彦彤、殷中枢、陈佳宁、张宇生、王贇、赵越、杨朋沛、黄铮、 董馨悦、王明瑞、吴佳青、汪航宇、聂博雅) 第三名 天风证券研究团队 (首席分析师:孔蓉;联席首席:吴立;团队成员:杨雨辰、王梦恺、曹睿、李泽宇、樊程安吉、刘诗 雨) 第四名 国海证券研究团队 (首席分析师:陈梦竹;团队成员:张娟娟、尹芮、马川琪、袁冠、陈重伊、詹广鹏、廖小慧) 第五名 国信证券研究团队 (首席分析师:张伦可;联席首席:王学恒;团队成员:陈淑媛、王颖婕、刘子谭、张昊晨、张熙、徐 祯霆) 第一名 兴业证券研究团队 第六名 国泰海通证券研究团队 (首席分析师:张忆东;联席首席:洪嘉骏;团队成员:宋健、李彦霖、余小丽、张博、 ...
第七届新浪财经金麒麟新能源汽车与零部件行业菁英分析师:第一名国海证券
Xin Lang Zheng Quan· 2025-11-28 06:28
专题:第七届新浪财经金麒麟最佳分析师荣誉榜 第一名 国海证券研究团队 (首席分析师:戴畅;团队成员:吴铭杰) 第二名 天风证券研究团队 (首席分析师:孙潇雅;团队成员:王彬宇、谢坤) 第三名 国投证券研究团队 (首席分析师:徐慧雄;团队成员:夏心怡、何冠男、者斯琪、杨颖) 第四名 兴业证券研究团队 11月28日,2025分析师大会暨第七届新浪财经"金麒麟"最佳分析师颁奖盛典隆重召开。逾300名权威学 者、公私募掌舵人、上市公司董事长、顶级基金经理、首席分析师齐聚上海,共同探讨中国资本市场的 未来机遇。 (首席分析师:董晓彬;团队成员:王凯丽、唐嘉俊、刘馨遥、刘思仪) 同时,第七届新浪财经金麒麟菁英分析师评选结果隆重揭晓。 第七届新浪财经金麒麟新能源汽车与零部件行业"菁英分析师"荣誉榜如下: 第五名 国泰海通证券研究团队 (首席分析师:刘一鸣;团队成员:张觉尹、房乔华、石佳艺、王猛、管正月) 责任编辑:郭栩彤 ...
第七届新浪财经金麒麟石油和化工行业最佳分析师:第一名长江证券
Xin Lang Zheng Quan· 2025-11-28 06:28
专题:2025分析师大会:资本市场"奥斯卡"启幕 11月28日,2025分析师大会暨第七届新浪财经"金麒麟"最佳分析师颁奖盛典隆重召开。逾300名权威学 者、公私募掌舵人、上市公司董事长、顶级基金经理、首席分析师齐聚上海,共同探讨中国资本市场的 未来机遇。 同时,第七届新浪财经金麒麟最佳分析师评选结果隆重揭晓。 第七届新浪财经金麒麟石油和化工行业"最佳分析师"荣誉榜如下: 第一名 长江证券研究团队 第四名 国海证券研究团队 (首席分析师:董伯骏;联席首席:李永磊;团队成员:陈云、杨丽蓉、李娟廷、仲逸涵、李振方) 第五名 浙商证券研究团队 (首席分析师:李辉;团队成员:汤永俊、李佳骏、沈国琼) 第六名 华创证券研究团队 (首席分析师:杨晖;团队成员:郑轶、王鲜俐、吴宇、申起昊、陈俊新) 第七名 国联民生证券研究团队 (首席分析师:马太;联席首席:魏凯;团队成员:侯彦飞、王明、王岭峰、李禹默、王呈、孙国铭) 第二名 申万宏源证券研究团队 (首席分析师:宋涛;团队成员:马昕晔、任杰、邵靖宇、刘子栋、赵文琪、李绍程、陈悦) 第三名 天风证券研究团队 (首席分析师:张樨樨;联席首席:唐婕;团队成员:张峰、郭建奇、黄凯、 ...
第七届新浪财经金麒麟证券分析师·未来之星荣耀揭晓
Xin Lang Zheng Quan· 2025-11-28 06:22
Core Insights - The 2025 Analyst Conference and the 7th Sina Finance "Golden Unicorn" Best Analyst Awards Ceremony took place on November 28, gathering over 300 authoritative scholars, public and private fund leaders, listed company chairpersons, top fund managers, and chief analysts in Shanghai to discuss future opportunities in the Chinese capital market [1] Group 1: Event Overview - The event featured discussions on the future opportunities in the Chinese capital market [1] - The results of the 6th Sina Finance Golden Unicorn Best Analyst Awards were announced [1] Group 2: Award Winners - Ten analysts were awarded the title of Securities Analyst: Future Star, representing various institutions and research industries, including: - Wang Zihao from Changjiang Securities in the New Energy Vehicles and Components sector - Jiang Tao from GF Securities in the Public Utilities sector - Xue Hongwei from Dongfang Securities in the Electronics sector - Fang Yi from Guotai Junan Securities in Strategy Research - Pang Jiajun from CITIC Securities in the Electronics sector - Yang Jiani from Guojin Securities in Macroeconomic Research - Yang Xu from Zhongtai Securities in the Electronics sector - Liu Jie from Tianfeng Securities in the Banking sector - Lin Chengwei from Zheshang Securities in Macroeconomic Research - Dai Yongbo from Huafu Securities in Robotics and High-end Manufacturing [1]
牧原股份:接受天风证券等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-11-28 01:17
Group 1 - The core viewpoint of the article is that Muyuan Foods (SZ 002714) has provided an update on its business operations and revenue composition during an investor meeting held on November 27, 2025 [1] - In the first half of 2025, the revenue composition of Muyuan Foods was as follows: 98.67% from the breeding industry, 25.3% from slaughtering and meat processing, 1.63% from trading, and 0.5% from other businesses, with a reduction of 26.11% in certain areas [1]
机器人技术路线持续迭代,看好三类标的配置价值
Mei Ri Jing Ji Xin Wen· 2025-11-28 00:50
Group 1: Robotics Industry - The robotics technology route is continuously iterating, with new entrants in the industry, leading to increased market focus on product performance and customer sampling progress [1] - The successful finalization of Tesla's Optimus is expected to drive marginal convergence in hardware technology routes, benefiting companies that can deeply integrate and secure direct orders [1] - Three categories of investment targets are recommended: high-probability Tesla supply chain participants, incremental segments aligned with technological upgrades, and undervalued high-performance companies with expected growth [1] Group 2: Satellite Industry - The satellite industry is poised for rapid growth as China's reusable rocket technology matures, enhancing launch capacity and reducing costs [2] - This development is expected to enable satellite companies to increase production capacity and accelerate network deployment, shortening the production and launch cycle for satellites [2] Group 3: Medical Aesthetics Industry - The medical aesthetics market in China is developing rapidly, with light medical aesthetics gaining popularity among consumers [3] - There remains significant potential for growth in the medical aesthetics market when compared to mature markets, particularly in injection, photonic equipment, fat reduction/shaping, and medical aesthetic services [3] - A strong regulatory environment is accelerating industry consolidation, guiding the medical aesthetics market towards healthier and more orderly development [3]