专题：2025分析师大会：资本市场"奥斯卡"启幕 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 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。浙商证券首席经 济学家、研究所联席所长李超团队获得宏观经济第一名。 "直挂云帆济沧海"，现场，李超用这句充满气势的表述，为2026年中国经济与资本市场定下乐观基调。 李超结合其首创的四层次分析框架，从宏观经济肌理、增长动力到市场机遇进行了系统解读，为投资者 勾勒出"十五五"开局之年的发展蓝图。 四层次框架解码经济肌理：高质量发展为核心锚点 面对2026年经济展望的市场分歧，李超强调，读懂中国经济需回归其根本运行肌理，而他提出的四层次 分析框架正是关键工具。这一框架打破了单一经济增长导向的认知局限，将中美博弈、社会稳定、结构 转型、经济增长列为四大核心决策变量，且呈现清晰的优先级排序。 在这一框架下，2026年作为"十五五"开局之年的核心逻辑浮出水面——高质量发展引领下的结构转型。 李超指出，结构转型并非孤立进行，而是在兼顾增长韧性的前提下稳步推进。从基本面来看，出口作为 当前经济增速的重要支撑，虽面临贸 ...

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 electronic industry according to the 7th Sina Finance Golden Unicorn Awards are as follows: 1. First place: Zhongtai Securities Research Team, led by Chief Analyst Wang Fang [3] 2. Second place: Changjiang Securities Research Team, led by Chief Analyst Yang Yang [3] 3. Third place: GF Securities Research Team, led by Chief Analyst Geng Zheng [3] 4. Fourth place: Guojin Securities Research Team, led by Chief Analyst Fan Zhiyuan [3] 5. Fifth place: Guosheng Securities Research Team, led by Chief Analyst Zheng Zhenxiang [3] 6. Sixth place: CITIC Securities Research Team, led by Chief Analyst Liu Shuangfeng [3] 7. Seventh place: Zheshang Securities Research Team, led by Chief Analyst Wang Lingtao [3] 8. Eighth place: Huachuang Securities Research Team, led by Chief Analyst Yue Yang [3] 9. Ninth place: Dongfang Securities Research Team, led by Chief Analyst Kuai Jian [3]

Group 1 - The 2025 Analyst Conference and the 7th Sina Finance "Golden Unicorn" Best Analyst Award 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 Elite Analyst selection were announced, highlighting the top analysts in the coal industry [2] Group 2 - The first place in the coal industry elite analyst ranking was awarded to the research team from Cinda Securities, led by chief analyst Zuo Qianming, with team members Gao Sheng, Li Rui, and Liu Bo [2] - The second place was secured by the research team from Zhongtai Securities, led by chief analyst Du Chong [2] - The third place was taken by the research team from Guohai Securities, led by chief analyst Chen Chen, with team member Wang Xuan [2] - The fourth place was awarded to the research team from Guoxin Securities, led by chief analyst Liu Mengluan, with team member Hu Ruiyang [2] - The fifth place went to the research team from Zheshang Securities, led by chief analyst Fan Jinlu [2]

第一名 长江证券研究团队 （首席分析师：陈佳；团队成员：顾熀乾、高一岑、卜凡星） 第二名 广发证券研究团队 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农林牧渔行业"最佳分析师"荣誉榜如下： （首席分析师：钟凯锋；团队成员：张心怡） 第六名 申万宏源证券研究团队 （首席分析师：吕昌；团队成员：盛瀚、朱珺逸、胡静航） 责任编辑：郭栩彤 第四名 天风证券研究团队 （首席分析师：陈潇；联席首席：吴立；团队成员：黄建霖、陈炼、林毓鑫、戴飞、周新宇） 第五名 华源证券研究团队 （首席分析师：雷轶；团队成员：冯佳文、顾超） （首席分析师：钱浩；团队成员：郑颖欣、周舒玥、李雅琦） 第三名 浙商证券研究团队 ...

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 Robotics and High-end Manufacturing sectors were recognized, with the first place awarded to the Guangfa Securities Research Team, led by Chief Analyst Dai Chuan and Co-Chief Analyst Sun Boyang, along with team members [3] - The second place was awarded to the Changjiang Securities Research Team, led by Chief Analyst Zhao Zhiyong, with several team members [3] - The Zhejiang Merchants Securities Research Team secured third place, led by Chief Analyst Qiu Shiliang, with a large team of contributors [3] - Other notable rankings include Dongwu Securities in fourth place, Guotai Haitong Securities in fifth, Guojin Securities in sixth, Tianfeng Securities in seventh, Guosheng Securities in eighth, and Shenwan Hongyuan Securities in ninth place, each with their respective chief analysts and team members [3]

（首席分析师：刘闯；团队成员：李强、林海霖、孙洁玲、陶宸冉） 第三名 国联民生证券研究团队 （首席分析师：郑薇；团队成员：郑愉、付鹏飞、夏禹、聂丽逻） 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菁英分析师评选结果隆重揭晓。 第七届新浪财经金麒麟创新药行业"菁英分析师"荣誉榜如下： 第一名 浙商证券研究团队 （首席分析师：吴天昊；团队成员：王班、郭双喜、司清蕊、丁健行、胡隽扬） 第二名 华源证券研究团队 专题：2025分析师大会：资本市场"奥斯卡"启幕 第四名 中泰证券研究团队 （首席分析师：祝嘉琦；联席首席：曹泽运；团队成员：谢木青、孙宇瑶、崔少煜、于佳喜、穆奕杉） 第五名 国海证券研究团队 （首席分析师：孔维崎；联席首席：年庆功；团队成员：万鹏辉、赵宁宁、李明、李畅、郭磊、林羽 茜） 责任编辑：凌辰 ...

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].

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]. Group 1: Event Overview - The 7th Sina Finance "Golden Unicorn" Best Analyst Awards ceremony took place, highlighting the importance of analyst contributions in the financial sector [1][2]. - The event featured discussions on the future opportunities within the Chinese capital market, indicating a focus on growth and investment potential [1]. Group 2: Best Analysts in Home Appliance Sector - The top analysts in the home appliance industry were recognized, with the following rankings: 1. Guolian Minsheng Securities Research Team, led by Chief Analyst Guan Quansen [3]. 2. Changjiang Securities Research Team, led by Chief Analyst Chen Liang [3]. 3. Kaiyuan Securities Research Team, led by Chief Analyst Lv Ming [3]. 4. CITIC Construction Investment Securities Research Team, led by Chief Analyst Ma Wangjie [3]. 5. Zheshang Securities Research Team, led by Chief Analyst Zhang Yuntian and Co-Chief Analyst Ma Li [3]. 6. Guotai Junan Securities Research Team, led by Chief Analyst Cai Wenjuan [3].

（首席分析师：李超；团队成员：于科、林成炜、廖博、潘高远、费瑾、王瑞明、靳风、陈冀、祁星） 第二名 广发证券研究团队 （首席分析师：郭磊；团队成员：陈礼清、陈嘉荔、钟林楠、王丹、吴棋滢、贺骁束、文永恒） 第三名 东吴证券研究团队 （首席分析师：芦哲；团队成员：张佳炜、刘子博、王洋、潘京、占烁、李昌萌、董含星、韦祎） 第四名 东方证券研究团队 （首席分析师：孙金霞；团队成员：曹靖楠、王仲尧、陈至奕、孙国翔、戴思崴、吴泽青） 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宏观经济研究"最佳分析师"荣誉榜如下： 第一名 浙商证券研究团队 第六名 华创证券研究团队 （首席分析师：张瑜；团队成员：陆银波、文若愚、殷雯卿、高拓、付春生、李星宇、夏雪、袁玲玲、 韩港） 第七名 国盛证券研究团队 （首席分析师：熊园；团队成员：刘新宇、杨涛、穆仁文、 ...

Core Insights - The 2025 Analyst Conference and the 7th Sina Finance "Golden Unicorn" Best Analyst Award 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 is described as the "Oscar" of the capital market, highlighting its significance in the industry [1]. - The conference featured discussions on the future opportunities within the Chinese capital market, indicating a focus on growth and investment prospects [1]. Group 2: Analyst Awards - The results of the 7th Sina Finance Golden Unicorn Elite Analyst selection were announced, showcasing top analysts in the media industry [2]. - The top five analysts recognized were: 1. **First Place**: Dongfang Securities Research Team, led by Chief Analyst Xiang Wenqian [3]. 2. **Second Place**: CITIC Construction Investment Securities Research Team, led by Chief Analyst Yang Aili [3]. 3. **Third Place**: Zheshang Securities Research Team, led by Chief Analyst Feng Cuiting [3]. 4. **Fourth Place**: Zhongtai Securities Research Team, led by Chief Analyst Kang Yawen [3]. 5. **Fifth Place**: Huafu Securities Research Team, led by Chief Analyst Yang Xiaofeng [3].