每经记者｜陈晨 每经编辑｜肖芮冬 《每日经济新闻》记者获悉，近日，荀玉根正式履职国信证券，担任首席经济学家、经济研究所所长， 兼任博士后工作站办公室主任。 ...

履历显示，荀玉根从事证券研究18年，曾担任海通证券首席经济学家、研究所所长，海通证券和国泰君 安合并后，担任国泰海通证券首席经济学家、政策和产业研究院联席院长、博士后工作站办公室主任。 在今年6月下旬，荀玉根从国泰海通离职。 人民财讯9月2日电，9月2日，证券时报记者从国信证券（002736）求证获悉，原国泰海通首席经济学家 荀玉根已正式履职国信证券，担任首席经济学家、经济研究所所长，兼任博士后工作站办公室主任。 ...

荀玉根深耕证券研究18年，具有丰富的研究经验和管理经验。行业展望在国信证券强大平台的支撑下， 荀玉根带领团队将国信的研究业务进一步做大做强。 荀玉根担任海通证券研究所所长期间，面对新"国九条"、公募佣金新规等行业变革的新形势，积极探索 证券公司研究的改革，构建了"三研三化"研究新体系，即投研+产研+政研的综合型研究，通过研究的 链条化、国际化、立体化提高研究质量。除了继续深化服务机构投资者和财富管理条线的投资研究，他 还探索服务政府和监管的政策研究、服务投行和直投的产业研究等商业模式，尝试为证券公司的研究拓 圈，并整合境内外研究团队，实现境内外研究一体化。荀玉根加盟国信后，国信研究会有什么新的变 化，值得期待。 简历显示，荀玉根曾担任海通证券首席经济学家、研究所所长，海通证券和国泰君安合并后，担任国泰 海通证券首席经济学家、政策和产业研究院联席院长、博士后工作站办公室主任。荀玉根是经济学博 士，注册国际投资分析师，累计获全国最佳分析师评选20个冠军，是新财富、水晶球、金牛奖等各类最 佳分析师评选大满贯得主，其中新财富最佳分析师评选七连冠，获白金分析师称号，有专著《荀玉根讲 策略：少即是多》。 责任编辑：刘万里 ...

Core Insights - The Chinese outdoor footwear and apparel market is valued at over 100 billion, experiencing double-digit growth, outpacing the global outdoor market growth rate [1] - Growth is driven by increased penetration of outdoor sports participants and the rise of high-end brands like Arc'teryx, which have social attributes and set fashion trends, benefiting mid-range brands as alternatives [1] - Market concentration is increasing, with the top ten outdoor brands expected to hold approximately 29% market share in 2024, and the top ten e-commerce channels accounting for 40% of sales [1] Brand Competitiveness Analysis - **Product Strength**: High-end and professional brands excel in technology, materials, and craftsmanship, allowing for high pricing; mass-market brands focus on cost-effectiveness and trendy designs [1] - **Channel Strength**: High-end brands have strong offline presence and high store efficiency, while domestic mass-market brands dominate online sales [1] - **Brand Strength**: Professional outdoor brands leverage sports and event marketing, with brands like Salomon and HOKA sponsoring trail running events, while casual outdoor brands use celebrity endorsements for visibility [1] Product Strategy Overview - **High-end Professional Brands**: Focus on technical barriers and a well-defined product matrix, supporting high pricing through professional performance [2] - **Mass-market Casual Brands**: Core products include three-in-one jackets, which account for over 40% of sales, emphasizing multifunctionality and cost-effectiveness for daily and light outdoor use [2] - **Sports Leaders**: Brands like Nike ACG, Adidas TERREX, and Anta Champion are entering the outdoor segment, showing strong growth in outdoor footwear [2] Industry Chain Analysis - The high-end functional fabric market is dominated by international suppliers, with brands like GORE-TEXPro holding exclusive rights to advanced waterproof and breathable technologies [3] - Domestic manufacturers, such as Taihua New Materials and Weixing Co., benefit from industry growth by offering high-quality products at competitive prices, enhancing their market share [3] - The industry chain exhibits a pattern of "international technology monopoly and accelerated domestic substitution," with downstream brand growth driving orders for domestic manufacturers [3]

国信证券陕西分公司讲师介绍，北交所作为服务创新型中小企业的主阵地，自设立以来始终以"打造服 务创新型中小企业主阵地"为目标运营。讲师通过对北交所的起源与发展、北交所交易制度的详解和北 交所打新规则的解读，使客户对北交所的认识更加全面。通过线下面对面的方式贴近投资者，以"零距 离"服务打通投资者教育"最后一公里"，同时帮助客户了解更多北交所知识，树立长期投资、价值投 资、理性投资的理念。 作为投资者财富管理之路的专业伙伴，国信证券始终将"以客户为中心"的理念贯穿服务全流程，以专业 的资产配置能力和全方位的财富管理服务，为投资者的每一程保驾护航。 未来，国信证券将持续联合北交所及行业协会，开展更多形式多样的投教活动，将专业的市场解读、实 用的投资知识、及时的信息资源送到投资者身边，切实保护投资者合法权益，助力资本市场健康发展。 （cis） 转自：中国证券报·中证网 为践行金融为民理念，加强投资者权益保护，推动北京证券交易所市场高质量发展与投资者教育深度融 合，近日，国信证券与北京证券交易所在陕西共同举办"直达服务行千里 理性投资进万家"主题投教活 动，吸引了近六十余位投资者踊跃参与。 本次活动于国信证券陕西分公司 ...

【深圳商报讯】（记者 陈燕青）随着中报收官，上市券商集体交出一份亮眼成绩单。根据Wind统计， 上半年共有10家券商营收超百亿元，9家券商净利润增速实现翻倍。由于并购重组，国泰海通超越中信 证券，位居券商净利润榜首。 净利润方面，国泰海通超越中信证券，上半年实现归母净利润157.37亿元，位居榜首；中信证券实现净 利润137.19亿元，位居第二；华泰证券实现净利润75.49亿元，位居第三。此外，中国银河、广发证券、 国信证券、招商证券净利润均超50亿元。 国泰海通上半年归母净利润同比增长213.74%，其业绩大幅预增主要得益于换股吸收合并海通证券产生 的负商誉计入营业外收入。 营业收入方面，上半年中信证券以330.39亿元的营收位居榜首；国泰海通位居第二，上半年实现营收 238.72亿元；华泰证券、广发证券紧随其后，营收均超150亿元；此外，中国银河、中金公司、申万宏 源、国信证券、中信建投、招商证券营收规模均超100亿元。 ...

| 45 | 华林证券 | 8.35 | 1000 | 35.15 | 2.17 | 0 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 46 | 国投资本 | 7.36 | | 5.72 | 0.40 | - -2 | 崔宏琴 | | 47 | 太平洋 | 6.15 | 1 | 13.56 | 0.73 | -1 | 李长伟 | | 48 | 锦龙股份 | 4.17 | 1000 | 16.35 | 0.59 | -1 | 褥振生 | | 49 | 湘财股份 | 2.07 | | -34.25 | -1.08 | -1 | 史建明 | | 50 | 国盛金控 | 0.01 | | -1.81 | 0.00 | 0 | 陆蔵侃 | | | 平均 | 51.65 | 3 | 27.06 | 5.34 | 1 | 1 | 2025上半年A股上市券商归母净利润及排名变化 | 排名 | 简称 | 归母净利亿元 | 归母净利增长率% | 归母净利增减亿元 | 排名变化 | 留経 | | --- | --- | --- | --- | --- | --- | ...

Group 1 - The core viewpoint of the news is that Zhejiang Nandu Power Supply Co., Ltd. is actively engaging in the energy storage market, showcasing its advancements in lithium-ion and lead-acid battery technologies, and emphasizing its commitment to innovation and global expansion [1][2] - Nandu Power has over 30 years of experience in energy storage, starting from communication storage and now focusing on various applications, including new energy storage, communication and data center storage, and residential storage [1] - The company ranks third in global market shipments of energy storage systems (DC side) in 2024 and second among Chinese companies in shipments of batteries for base stations and data centers [1] Group 2 - In the data center business, Nandu Power generated approximately 850 million yuan from lead-acid products and about 500 million yuan from lithium products in the first half of the year [2] - The company has established long-term partnerships with major domestic internet companies, operators, and financial institutions, and has collaborated with large integrators to promote high-power lithium battery systems for data centers [2] - Nandu Power achieved profitability in the second quarter, driven by high-margin orders in key global energy storage markets and rapid growth in the data center market with a diversified customer base [2] Group 3 - Nandu Power has made progress in solid-state battery technology, achieving commercial application in a global gigawatt-level energy storage project, with energy density reaching 350 Wh/kg [2] - The company's development strategy focuses on a dual-driven model of "technology research and development + market expansion," aiming for differentiated competition and continuous advancement in lithium battery-related businesses [2]

Group 1 - The core focus of the company is on the Asian market, with strong core business driving growth and maintaining robust profitability [1] - The company has seen continuous revenue growth from 2021 to 2023, with a projected revenue of $5.03 billion in H1 2025, reflecting a year-on-year increase of 0.6% [1] - The net profit attributable to the parent company for H1 2025 is expected to be $390 million, showing a significant year-on-year growth of 40.8% [1] Group 2 - The company is heavily invested in Indonesia, Singapore, and the Philippines, with major revenue sources from Indofood's consumer food business and MPIC's infrastructure business [1] - Indofood holds over 70% market share in Indonesia's instant noodle market and over 50% in the flour market, indicating its market leadership [1] - The company actively participates in the management of its holdings, balancing mature and growth investments, which contribute significantly to its cash flow [1] Group 3 - The company covers sectors such as food, telecommunications, and infrastructure, benefiting from Southeast Asia's demographic dividend, rapid urbanization, and consumption upgrades [2] - The long-term value reassessment opportunity for its quality asset portfolio is viewed positively, with a projected PE ratio of 4.8-5.2 for 2025 [2] - The estimated valuation range for the company is between HKD 8.13 and 8.81, with a market capitalization of HKD 34.7 billion to 37.5 billion, representing a premium of 25%-35% compared to current levels [2]

Group 1 - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, organized by Sina Finance in collaboration with Yinhua Fund, aiming to identify outstanding investment advisors and enhance the investment advisory IP construction [1] - The monthly ranking data for August shows that the top investment advisor in the public fund simulation configuration group is Wu Dayao from Guoyuan Securities, achieving a monthly return of 31.32% [1][2] - The second and third positions are held by Hong Xiaowei from Founder Securities with a return of 26.25% and Zhang Kun from GF Securities with a return of 23.07% respectively [1][2] Group 2 - The top 100 rankings for the public fund simulation configuration group for August include notable advisors such as Zhang Yefeng from Guotai Junan Securities with a return of 22.88% and Liu Jiafeng from Guoxin Securities with a return of 21.04% [2][3] - The performance of the top advisors indicates a competitive environment in the investment advisory sector, with several advisors achieving returns above 20% [2][3] - The rankings reflect the effectiveness of different investment strategies employed by various advisors across multiple securities firms [1][2]