共话发展新机遇 华龙证券举办2025年中期投资策略报告会

Core Viewpoint - The 2025 Mid-term Investment Strategy Conference held by Hualong Securities aimed to gather insights from various experts and industry leaders to discuss new development opportunities amidst changing circumstances [1][5]. Group 1: Conference Overview - The conference featured over 500 attendees and was broadcasted through five live channels, attracting more than 80,000 views [5]. - Hualong Securities' Chairman, Qi Jianbang, emphasized the importance of collaboration and professional empowerment to capture opportunities and build consensus for market stability [5]. Group 2: Expert Insights - Zhang Qingmin analyzed the global political and economic trends, discussing the profound changes in the global landscape and China's modernization achievements [6]. - Ma Guangyuan provided a macroeconomic outlook for the second half of 2025, highlighting the need for China to strengthen internal dynamics through structural reforms and consumption activation [6]. - Liu Shiyan focused on solid-state battery technology, detailing the advantages of dry electrode processes in energy efficiency and cost control [6]. - Pan Zhengze discussed lithium battery technology trends, including the evolution of silicon-carbon anodes and solid-state battery commercialization [7]. Group 3: Investment Strategies - Hualong Securities analysts provided insights into investment strategies across various sectors, including automotive, electric power, computing, and media, assessing transformation trends and growth potential for the second half of the year [7]. - The company plans to maintain its commitment to compliance, integrity, professionalism, and win-win cooperation while continuing to enhance its research capabilities [7].