Group 1 - The number of registered securities analysts in China has reached a new high, surpassing 6,100, with 5,972 registered as of September 24, 2023 [1] - The growth in analyst numbers is attributed to the recent recruitment of new researchers by brokerage firms, as analysts must have at least two years of experience in the securities business to register [2] - Major brokerage firms like CICC, Guotai Junan, and CITIC Securities lead in analyst numbers, with 345, 302, and 302 analysts respectively, while several others have over 150 analysts [1] Group 2 - Despite the increase in analyst numbers, the brokerage research environment is changing due to the impact of public fund fee reforms, leading to a significant decline in net income from trading seat rentals [2] - The brokerage industry is shifting towards business transformation, focusing on specialization, digitalization, and internationalization, with an emphasis on attracting high-quality talent [3] - The future of the brokerage industry is expected to exhibit characteristics of significant polarization and premiumization, with research departments playing a crucial role in enhancing the competitiveness of various business lines [3]
券商分析师人数创下新高