届新浪财经金麒麟最佳投顾服务机构奖项重磅出炉。 责任编辑：宋雅芳 专题：第二届新浪财经金麒麟最佳投资顾问荣誉 "第二届新浪财经金麒麟最佳投资顾问"评选于2025年6月重磅开启，吸引了超70家机构及全国超1.5万名 投资顾问参与，评选历经超过六个月的多维度评比与争夺，超百位顶尖精英投顾脱颖而出。同时，第二 专题：第二届新浪财经金麒麟最佳投资顾问荣誉 "第二届新浪财经金麒麟最佳投资顾问"评选于2025年6月重磅开启，吸引了超70家机构及全国超1.5万名 投资顾问参与，评选历经超过六个月的多维度评比与争夺，超百位顶尖精英投顾脱颖而出。同时，第二 届新浪财经金麒麟最佳投顾服务机构奖项重磅出炉。 第二届新浪财经金麒麟最佳ETF投资服务机构奖荣誉榜如下： 第二届新浪财经金麒麟最佳ETF投资服务机构奖荣誉榜如下： 责任编辑：宋雅芳 ...

"第二届新浪财经金麒麟最佳投资顾问"评选于2025年6月重磅开启，吸引了超70家机构及全国超1.5万名 投资顾问参与，评选历经超过六个月的多维度评比与争夺，超百位顶尖精英投顾脱颖而出。同时，第二 届新浪财经金麒麟最佳投顾服务机构奖项重磅出炉。 第二届新浪财经金麒麟最佳社交化投资顾问服务机构荣誉榜如下： 责任编辑：宋雅芳 专题：第二届新浪财经金麒麟最佳投资顾问荣誉 专题：第二届新浪财经金麒麟最佳投资顾问荣誉 "第二届新浪财经金麒麟最佳投资顾问"评选于2025年6月重磅开启，吸引了超70家机构及全国超1.5万名 投资顾问参与，评选历经超过六个月的多维度评比与争夺，超百位顶尖精英投顾脱颖而出。同时，第二 届新浪财经金麒麟最佳投顾服务机构奖项重磅出炉。 第二届新浪财经金麒麟最佳社交化投资顾问服务机构荣誉榜如下： 责任编辑：宋雅芳 ...

Group 1 - The second Sina Finance Golden Qilin Best Investment Advisor selection has been launched, aiming to empower investment advisors and build a social platform for investment advisory services [1][6] - The event will culminate in a ceremony on January 15, 2026, where awards for best investment advisory services, individual comprehensive awards, and individual category awards will be announced [1][6] - The evaluation will include simulated trading competitions across three categories: stock simulation trading, on-site ETF simulation trading, and public fund simulation configuration, with the evaluation period from July 1 to November 30 [1][6] Group 2 - Scoring for the stock simulation trading group will be based on five criteria: return rate (50%), maximum drawdown (20%), position control (10%), average monthly adjustments (10%), and investment strategy notes (10%) [2][7] - The on-site ETF simulation trading group will have a similar scoring structure, with a focus on return rate (50%), maximum drawdown (20%), position control (5%), average monthly adjustments (5%), and investment strategy notes (20%) [2][8] - The public fund simulation configuration group will prioritize return rate (60%), maximum drawdown (10%), average trading frequency (10%), and investment strategy notes (20%) [3][9] Group 3 - The awards will include categories such as Best Investment Advisor, Best Stock Investment Return Award, and Best ETF Configuration Award, with specific scoring rules for each category [5][11] - The evaluation for the Best Investment Advisor will consider investment ability (50%), social service ability (30%), and expert review (20%) [5][11] - The top performers in each category will receive recognition, including trophies, certificates, and dedicated service platforms [5][11]

Core Viewpoint - The article discusses the results of the 2025 New Fortune Best Investment Advisor Awards, highlighting the top investment advisors and teams in the industry, showcasing their performance and contributions to wealth management [30]. Group 1: Best Investment Advisors - The top investment advisors in the stock trading category include Ning Shiyu from CITIC Securities, Lei Mengyao from Guolian Minsheng Securities, and Wang Xiaolai from Tongshi Securities, among others [3][5]. - A total of 91 advisors were selected as the best investment advisors after rigorous evaluations in two phases: investment management capability and service capability [31]. Group 2: Best Investment Advisor Teams - The leading investment advisor teams are led by Guangfa Securities, CITIC Securities, and China Galaxy Securities, reflecting their strong performance in the industry [15][24]. - New awards were introduced this year, including the Best Stock Elite Advisor Team Award and the Best ETF Elite Advisor Team Award, focusing on actual business performance and innovation in advisory services [31]. Group 3: Evaluation Process - The evaluation process involved participation from 39,893 advisors across 90 securities firms, covering all 31 provincial-level administrative regions and 325 cities, setting a record for participation [30]. - The final selection of advisors was based on a comprehensive assessment by 54 senior judges from various financial institutions during the finals held in major cities [31].

Core Viewpoint - The article discusses the upcoming finals of the "Service Capability Evaluation" competition for investment advisors, highlighting its significance in setting new professional service standards in the industry. Group 1: Competition Overview - The finals will take place in mid to late November to December across multiple cities including Chengdu, Beijing, Shenzhen, and Shanghai [1][4]. - Nearly 40,000 participants have competed over six months, with only the top advisors qualifying for the finals [1]. Group 2: Eligibility and Participation - Participants must have won the "New Fortune Best Stock Investment Return Award" or the "New Fortune Best ETF Investment Return Award" and completed the "Product Concept" section in the evaluation system by June 30 [3][4]. - Registration for the finals requires careful selection, as changes are not permitted after successful registration [4]. Group 3: Competition Format and Evaluation Criteria - The competition format includes live presentations, with each advisor limited to 10 minutes [5]. - Evaluation criteria include the rationality and coherence of the research framework, practical implementation of investment logic, effectiveness of investment strategies in serving clients, and communication skills [6]. Group 4: Preparation and Requirements - Finalists are advised to obtain scoring materials and a PPT template from their brokerage's evaluation contact person before the finals [7]. - Participants must submit their presentation materials two working days before the competition [9]. Group 5: Significance of Participation - Winning the title of "New Fortune Best Investment Advisor" signifies the highest level of professional recognition in the industry [14]. - The competition serves as a platform for professional growth, allowing advisors to refine their investment frameworks and service concepts [15]. - It provides an opportunity for industry networking and collaboration, contributing to the establishment of service standards in the investment advisory field [16].

Core Insights - The "Second Jin Qilin Best Investment Advisor Selection" event is actively seeking outstanding investment advisors to enhance wealth management and build a collaborative platform [1][12] - The event features various competitions, including stock simulation trading and public fund simulation allocation, with a focus on identifying top-performing advisors [1] ETF Group Rankings - In the ETF group for October, Nanjing Securities' Zhang Yao achieved a return of 13.6%, ranking first, followed by Dongxing Securities' Ge Qi and Liu Qianjun in second and third places respectively [1] Fund Group Rankings - The top performer in the fund group for October was Guangda Securities' Zhou Jianhua with a return of 8.1%, while Zhongjin Wealth's Bai Jiangbo and Bank of China Securities' Ling Tonglong secured the second and third positions [1] Stock Simulation Trading Rankings - The top three in the stock simulation trading for October are: - Liu Zili from China Merchants Securities with a return of 19.79% - Zhou Juan from Yintai Securities with a return of 18.95% - Quan Wendong from Changjiang Securities with a return of 17.35% [1][2][7]

Core Insights - The "Second Golden Kylin Best Investment Advisor Selection" event is currently ongoing, organized by Sina Finance in collaboration with Yinhua Fund, aiming to identify outstanding investment advisors and enhance their professional development [1][2]. Group 1: Investment Advisor Rankings - The top three investment advisors in the public fund simulation configuration group for October are: 1. Zhou Jianhua from Everbright Securities with a monthly return of 8.14% 2. Bai Jiangbo from CICC Wealth with a monthly return of 5.18% 3. Ling Tonglong from Bank of China Securities with a monthly return of 4.90% [1][2][4]. Group 2: Performance Metrics - The performance of the top 50 investment advisors in the public fund simulation configuration group shows a range of monthly returns, with the top five advisors achieving returns between 4.29% and 8.14% [2][5][6]. - The monthly return of the 50th ranked advisor is 0.67%, indicating a significant performance gap between the top and bottom advisors [6][8].

Core Insights - The second "Golden Kylin Best Investment Advisor" selection has officially commenced, aiming to identify outstanding investment advisors in wealth management [1][2] - The competition includes various categories such as stock simulation trading, ETF simulation trading, public fund simulation allocation, and social service evaluation, with thousands of advisors participating [1][2] Stock Simulation Trading - The top three performers in the stock simulation trading category for the week of October 20-26 are: - Qin Nianxiang from Founder Securities with a weekly return of 21.76% - Li Zhendong from Guotai Junan Securities with a weekly return of 21.53% - Zhang Jinwei from Dongxing Securities with a weekly return of 21.06% [2][3] ETF Simulation Trading - In the ETF simulation trading group, the top three performers are: - Sheng Shaopeng from Everbright Securities with a weekly return of 13.63% - Wang Bin from Western Securities with a weekly return of 10.86% - Huang Xiaobin from Guosheng Securities with a weekly return of 8.42% [3][4] Public Fund Simulation Allocation - The leading performers in the public fund simulation allocation group are: - Lao Zhuowei from Great Wall Securities with a weekly return of 14.34% - Liu Zhenggong from CICC with a weekly return of 10.78% - Wang Haonan from Founder Securities with a weekly return of 8.85% [4] Social IP Service Evaluation - The top three in the social IP service evaluation are: - Lin Doucan from Huayuan Securities - Li Hui from Western Securities - Wang Hantang from Huashan Securities [5]

Core Insights - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions aimed at enhancing the wealth management industry in China [1]. Group 1: Top Stocks by Purchase Frequency - The top ten stocks by purchase frequency on October 22 are led by Xinyi Technology (sz300502), followed by Shangwei New Materials (sh688585) and Jucan Optoelectronics (sz300708) [1]. Group 2: Top Stocks by Purchase Amount - The top ten stocks by purchase amount on October 22 are led by Changchuan Technology (sz300604), followed by Zhongji Xuchuang (sz300308) and Xinyi Technology (sz300502) [2]. Group 3: Event Structure and Data Explanation - The event includes an investment capability evaluation segment divided into three groups: stock simulation, on-site ETF simulation, and public fund simulation configuration, with specific trading rules regarding holding proportions, maximum drawdown, and rebalancing frequency [4]. - The data presented is based on simulated trading and does not reflect actual trading conditions, serving only as a reference [4].

Core Insights - The "Second Golden Unicorn Best Investment Advisor Selection" event is actively ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions aimed at enhancing the wealth management industry in China [1] Group 1: Investment Advisor Selection - The event provides a platform for investment advisors to showcase their capabilities and improve their services, fostering communication between outstanding advisors and the general public [1] Group 2: Top Stock Picks - On October 21, the top ten stocks by purchase frequency in the stock group included: 1. Zhongji Xuchuang (sz300308) 2. Junsheng Electronics (sh600699) 3. Zhaoyi Innovation (sh603986) 4. Sifangda (sz300179) 5. Hengrun Co., Ltd. (sh603985) 6. Sanhua Intelligent Control (sz002050) 7. SMIC (sh688981) 8. Shannon Chip (sz300475) 9. Inspur Information (sz000977) 10. Luxshare Precision (sz002475) [2] - The top ten stocks by purchase amount on the same day were: 1. Zhongji Xuchuang (sz300308) 2. Sanhua Intelligent Control (sz002050) 3. Hudian Co., Ltd. (sz002463) 4. Junsheng Electronics (sh600699) 5. Tianfu Communication (sz300394) 6. Wentai Technology (sh600745) 7. Xiling Information (sz300588) 8. Xian Dao Intelligent (sz300450) 9. SMIC (sh688981) 10. Xinwei Communication (sz300136) [3] Group 3: Trading Rules and Data - The event includes an investment capability evaluation segment divided into three groups: stock simulation, on-site ETF simulation, and public fund simulation configuration, with specific trading rules regarding holding proportions, maximum drawdown rates, and rebalancing frequency [5] - The data presented is based on simulated trading and is not reflective of actual trading situations, serving only as a reference [5]