Founder Securities(SH:601901) Xin Lang Zheng Quan·2025-09-11 03:19Core Insights - The article highlights the ongoing "Second Golden Unicorn Best Investment Advisor Selection" event, emphasizing the growth of China's wealth management industry and the critical role of investment advisors in asset allocation [1][2]. Investment Advisor Performance - Investment advisor Hong Xiaowei from Fangzheng Securities achieved the second place in the public fund simulation portfolio ranking for August, with a total return rate exceeding 35% [2]. - Hong utilized a top-down stock selection approach, focusing on high-performing sectors such as semiconductors, PCB, and CPO, and selected stocks with high earnings growth for medium to long-term holding [2]. Market Trends and Sector Focus - The A-share market is exhibiting a "slow bull" trend, with significant gains in the ChiNext Index and the Sci-Tech Innovation 50 Index, driven by policy support, breakthroughs in technology (like AI computing and chips), and improved industry conditions [2]. - Key sectors to watch include: - Technology Growth (TMT): Driven by AI computing and semiconductor independence, but faces high valuations and rapid technological changes [2]. - Precious Metals (Gold): Supported by safe-haven demand and a loose monetary environment, but risks include a potential recovery in global risk appetite [2]. - Robotics and Intelligent Manufacturing: Supported by industry advancements and policy backing, but risks include underwhelming technology implementation [2]. - Solid-State Batteries: Driven by technological breakthroughs and industry standards, but faces risks related to application effects and raw material costs [2]. - Financials and Undervalued Blue Chips: Expected to benefit from market activity and insurance equity allocation, with significant potential for valuation recovery [2]. Client Engagement and Service Innovation - Investment advisors are focusing on enhancing client communication and trust to improve follow-through on investment recommendations, emphasizing that effective service is crucial for successful investment outcomes [3]. - The innovative approach of "Investment Advisory + Quantitative" combines the selection of quality stocks and high-performing ETFs with quantitative trading strategies to lower clients' holding costs and increase their chances of profitability [3].