Zhi Tong Cai Jing·2025-08-04 07:05Core Insights - Continuous investment in information technology by securities firms is increasingly recognized as essential for improving customer experience, driving business development, enhancing operational efficiency, and reducing risk costs [1] - The deployment of AI large models in the securities sector, accelerated by DeepSeek since 2025, is expected to lead to a new wave of technological investment in the industry [1] Investment Trends - In 2024, the top ten securities firms in terms of information technology investment are all leading firms in terms of overall strength, each investing over 1 billion yuan, with Huatai Securities and Guotai Junan exceeding 2 billion yuan [2] - The total information technology investment of the top ten firms reached 15.579 billion yuan, a slight increase of 1.4% compared to 2023, with seven firms showing year-on-year growth and three experiencing declines [2] - The firms with the highest year-on-year growth rates in information technology investment for 2024 are First Capital Securities, Caida Securities, and Everbright Securities, all exceeding 20% growth [2] Compliance and Personnel - The China Securities Association has issued a three-year enhancement plan for network and information security, encouraging firms to invest at least 10% of their average net profit or 7% of their average revenue in information technology from 2023 to 2025 [3] - The top ten securities firms in terms of information technology investment have all allocated over 10% of their net profit to this area, with the highest ratios seen in Guotou Securities, CICC, and Huatai Securities [3] - Among the top ten firms, seven disclosed their number of IT personnel, with four firms having IT staff constituting over 7% of their total workforce, namely China Merchants Securities, Shenwan Hongyuan, CICC, and GF Securities [3]