基金投顾规模年内翻倍 华宝证券多元布局+创新引领构筑核心竞争力

Group 1: Awards and Recognition - Huabao Securities won two prestigious awards at the "2025 Capital Market High-Quality Development Forum," including "Best Brokerage Proprietary Team of 2025" and "Best ETF Service Provider of 2025," marking the third consecutive year for the ETF service award [1] - The company has demonstrated strong performance in the ETF sector, maintaining a leading position in the industry [1] Group 2: ETF Business and Wealth Management - Huabao Securities' non-monetary ETF holdings accounted for 84% of its total non-monetary fund holdings as of mid-2025, ranking 25th in ETF holdings, 7th in trading volume, and 12th in trading accounts in the industry [2] - The company offers automated investment solutions such as ETF smart grid robots and ETF regular investment plans, enhancing investment efficiency and lowering operational barriers for investors [2] Group 3: Fund Advisory and Growth - The fund advisory business reached a management scale of over 8 billion yuan by mid-October 2025, reflecting a 107% growth since the beginning of the year, positioning it as a significant growth driver [3] - The "Time Traveler" portfolio, which focuses on global equities, gold, and dividend assets, achieved a return rate of 9.98% in the first half of 2025 and a cumulative return of 39.13% since inception, leading its category in the market [3] Group 4: Proprietary Trading and Investment Strategy - The proprietary trading business adheres to a "steady foundation, diversified expansion" philosophy, achieving consistent performance through a refined research and investment strategy [4] - The company has implemented a dual-track strategy in fixed income investments, combining stable base configurations with flexible trading to enhance profitability [4] Group 5: Asset Management and Institutional Services - Huabao Securities has received six industry awards for its asset management capabilities in 2025, focusing on a strategy of "stable fixed income as a foundation" and "diversified asset allocation" [5] - The company launched the "Huabao Aggregation" platform in the first half of 2025, providing a comprehensive digital solution for institutional clients, significantly improving investment efficiency and service experience [5] Group 6: Carbon Finance Initiatives - Huabao Securities has prioritized carbon finance as a strategic focus, leveraging its resources to support green transformation and assist enterprises in carbon asset trading [7] - The company successfully facilitated carbon emission rights transactions for Baosteel Group and engaged in carbon repurchase transactions, marking significant contributions to the carbon market [7] Group 7: Green Finance and Public Engagement - The company has actively promoted its "Huabao Carbon Finance" brand and launched a carbon points mall in Shanghai, becoming the only brokerage to enter the carbon public welfare sector [8] - Huabao Securities has received multiple awards for its innovative practices in carbon finance, including recognition from the Shanghai government and various environmental organizations [8]