证券研究
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国泰海通研究 · 诚聘英才!
国泰海通证券研究· 2026-01-13 13:20
岗位职责 任职要求 应聘方式 简历投递邮箱: liumengyi@gtht.com 邮件主题及附件简历名称: 姓名 - 研究方向 - 现任职单位 - 毕业院校 欢迎应聘或转发给您身边感兴趣的朋友 关注"国泰海通证券招聘"微信公众号 分析师 丨研究所 工作地点: 上海、北京、深圳 研究方向 策略研究、宏观研究、固定收益研究、基金评价与研究、金融工程研究、中小盘研究、建筑工程 研究、交通运输研究、公用事业研究、美妆研究、纺织服装研究、家电研究、农林牧渔研究、批 零社服研究、造纸轻工研究、机械研究、汽车研究、传播文化研究、海外科技研究、计算机研 究、通信研究、生物医药研究、非银行金融研究、银行研究 随时获得更多招聘信息 1、跟踪所负责行业的发展动态,进行产业链及上市公司研究; 2、撰写行业及公司研究报告,为客户提供深度研究支持; 3、参与上市公司调研、机构路演及投资者交流活动; 4、协助团队首席分析师完成专题研究、数据分析及投研支持工作; 5、不断拓展研究覆盖深度与广度,提升研究影响力与客户服务质量。 1、硕士及以上学历,金融、经济、理工类等相关专业优先; 2、具备较强的逻辑分析能力、数据处理能力和文字表达能力; ...
招商证券走进暨南大学深圳校区 解码证券研究员成长全路径
Quan Jing Wang· 2026-01-12 02:54
Group 1 - The seminar titled "Guide to the Growth of Securities Researchers: Work Processes and Career Advancement" was held for 105 first-year graduate students in Financial Technology at Jinan University Shenzhen Campus, aimed at bridging academic theory and industry practice [1] - The speaker, Luo Guo from the headquarters of China Merchants Securities, outlined the core functions, daily workflows, and career paths of securities researchers, differentiating between sell-side and buy-side researchers [3] - The seminar provided practical methods for fundamental research from macro, industry, and company perspectives, covering information collection, financial modeling, valuation methods, and report writing standards [3] Group 2 - Luo emphasized the importance of both hard skills (economics, accounting, finance, legal regulations, and computer applications) and soft skills (logical thinking, information retrieval, abstract modeling, communication, and client relationship maintenance) for career development in securities research [3] - The typical growth path from intern to chief researcher was presented, highlighting that report quality, roadshow effectiveness, and market reputation are key factors for career advancement [3] - The seminar effectively enhanced the understanding of the securities research profession among the graduate students and clarified their academic and career planning [4] Group 3 - China Merchants Securities aims to leverage its professional advantages to contribute to national financial education through various forms such as course delivery and practical sharing, promoting the integration of theory and practice [4]
郑震湘正式卸任国盛证券研究所副所长并离职
Xin Lang Cai Jing· 2026-01-04 12:49
智通财经获悉,近日,郑震湘已正式卸任国盛证券研究所副所长一职,并从公司离职。公开资料显示, 郑震湘曾任国盛证券研究所联席所长兼电子首席分析师,拥有超过10年证券研究经验,曾先后在中泰证 券、国盛证券、方正证券等机构任职。2018年12月至2023年8月期间首次任职于国盛证券并担任联席所 长,2024年12月重返国盛证券并再次担任联席所长,后于2025年离职 。截至2023年8月,他已8次入选 新财富最佳分析师榜单。研究领域覆盖电子科技产业与智能汽车领域 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! ...
2025年度《财富管理与基金投资顾问》系列课程第一讲:《股票价格为什么会涨跌——证券研究的基本思想和哲学路径》
Jin Rong Jie· 2025-12-30 08:05
Core Insights - The event marked the 41st Teacher's Day in China, where Huang Yanming, the director of Dongfang Securities Research Institute, delivered a lecture on "Why Stock Prices Rise and Fall" to over 110 students from various universities [1][3] - The course is part of a collaboration between Dongfang Securities and Shanghai University of Finance and Economics, aimed at promoting financial education and wealth management talent development [1][8] Summary by Sections - **Course Importance**: The course is a key component of the wealth management curriculum in universities, coinciding with the launch of the 2025 "Financial Education Promotion Week," aimed at enhancing financial literacy among students [3] - **Investment Philosophy**: Huang emphasized that the essence of stock price fluctuations lies in changes in market expectations, advocating for a forward-looking approach to investment rather than merely analyzing historical data [3][5] - **Core Thinking Framework**: The lecture introduced core frameworks of securities research, including expectation thinking, trading thinking, and marginal thinking, highlighting the direct relationship between stock price changes and expectation shifts [5] - **Practical Application**: The course not only enriched students' professional knowledge but also systematically developed their financial thinking and risk assessment skills, laying a solid foundation for future careers in wealth management [5][8] - **Industry Collaboration**: Dongfang Securities actively integrates rational investment concepts into university curricula, promoting a new model of financial education through deep collaboration between academia and industry [8]
申万宏源研究 | 行研精英训练营第十一期招募开启
申万宏源研究· 2025-12-30 01:29
Core Viewpoint - The article promotes the "Shenwan Hongyuan Research Elite Training Camp," which aims to cultivate industry talents and provide opportunities for students to transition from academic to professional environments [2][8]. Group 1: Training Program Overview - The training camp is open to global recruitment and is free of charge, targeting students with a master's degree or higher, regardless of their major [2][14]. - The program includes a comprehensive curriculum designed to enhance understanding of the capital market, featuring professional training and direct interactions with industry leaders [8][10]. Group 2: Curriculum and Methodology - The curriculum covers various research methodologies, including macroeconomic research, bond research, industry comparison, and company financial analysis [11][12]. - Participants will engage in practical experiences that combine theoretical knowledge with real-world applications, facilitated by top industry experts [13]. Group 3: Application Process and Timeline - The application deadline is set for February 15, 2026, with the program commencing in March 2026 [16][17]. - The training will include career counseling, practical workshops, and a final presentation where participants can showcase their skills to potential employers [16]. Group 4: Impact and Success Stories - The program has previously witnessed the transformation of approximately 900 talented individuals, helping them secure positions in top-tier institutions [19].
杨涛朋友圈祝福所有:玄铁淬其神锋 桃李天下本就是我们的初衷
Xin Lang Cai Jing· 2025-12-26 04:13
Core Viewpoint - The recent departure of several key analysts from Guosheng Securities has raised market concerns, but the firm maintains confidence in its research capabilities and future growth prospects [1][3]. Group 1: Analyst Departures - Multiple analysts, including co-director Zheng Zhenxiang and key sector heads, have left Guosheng Securities from September to December, attracting significant market attention [1][3]. Group 2: Research Performance - Guosheng Research has led the technology and cyclical sectors this year, with a notable increase in research commissions and profits by October, primarily driven by insurance asset management and Hong Kong contributions [1][3]. Group 3: Team Stability and Development - The firm emphasizes its long-standing reputation for quality research, highlighting a stable team transition despite changes in management and ownership, and a commitment to nurturing young talent into respected analysts [1][3]. Group 4: Future Outlook - With a new influx of talented young teams and the rapid development of core analysts, Guosheng Research anticipates becoming more comprehensive, in-depth, and forward-looking by 2026 [1][3]. Group 5: Acknowledgments - The firm expresses gratitude to its domestic and international investors, regulatory bodies, media, and local government for their support and care towards the research institute [1][3].
影响力"双冠":他们凭什么问鼎榜首?
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-24 07:07
Group 1 - The fifth edition of the 21st Century Gold Medal Analyst Awards has been announced, featuring 33 industry analyst awards and 8 special awards to recognize outstanding contributions in strategic research and influence [1] - Special awards include categories for best research institutions and individual awards for influential leaders in brokerage research [1] Group 2 - The list of 2025's influential brokerage research leaders includes notable figures such as Wu Bohua from Changjiang Securities, Dong Guangyang from Huachuang Securities, and Ren Zhiqiang from Huafu Securities, each with extensive industry experience [4][5][6] - The 2025 influential brokerage research institutions include Guangfa Securities, Tianfeng Securities, and Changjiang Securities, each demonstrating strong research capabilities and client service [11][12][13] Group 3 - Guangfa Securities Development Research Center has covered 997 A-share companies and 207 overseas companies, hosting numerous strategy meetings and providing extensive client services [11] - Tianfeng Securities focuses on industry chain research and has a team of over 200 members, emphasizing deep research across various sectors [12] - Changjiang Securities Research Institute operates with multiple research teams covering macro, strategy, and various industry sectors, aiming to provide comprehensive value-added services [13] Group 4 - Other notable institutions include CITIC Securities, Shenwan Hongyuan, and Xinyu Securities, each with a strong research foundation and a commitment to providing in-depth analysis across multiple sectors [15][16][17] - Guojin Securities has initiated a "3.0" reform to enhance its research capabilities, covering nearly 1,000 listed companies across various markets [19] - Guotai Junan Securities Research Institute aims to build an internationally influential research institution, focusing on macroeconomic and industry research [22]
申万宏源研究荣获2025证券业分析师金牛奖13项荣誉
申万宏源研究· 2025-12-19 06:55
Group 1 - The core viewpoint of the article highlights that Shenwan Hongyuan Research was awarded the "Best Golden Bull Research Institution" at the 2025 Wealth Allocation and Asset Management Conference held by China Securities Journal, with 12 research fields recognized for the "Best Golden Bull Analyst" awards [1][7] - The conference featured a roundtable forum with Dong Liang, Vice Chairman of Shenwan Hongyuan Research, discussing the outlook for the A-share market in 2026, including market trends, styles, positive factors, and investment opportunities [3] - The "Golden Bull Analyst Award" has been held annually since 2010, aiming to showcase outstanding institutions and analysts in the securities research field, encouraging continuous improvement in research capabilities and enhancing the industry's social influence [7] Group 2 - Shenwan Hongyuan Research, established in 1992, is a comprehensive securities research consulting institution under Shenwan Hongyuan Securities Co., Ltd., with over 300 research service team members focusing on more than 1,000 key listed companies domestically and internationally [9] - The institution conducts extensive investment research covering macroeconomics, industry companies, stock and bond investment strategies, product design, and policy research, emphasizing the development of a long-term stable professional research service [9]
最佳分析师获奖感言,来了!
券商中国· 2025-12-19 06:19
Core Viewpoint - The 2025 Securities Times Analyst Annual Conference and Best Analyst Awards Ceremony was held in Suzhou, highlighting the achievements of analysts and research teams in the financial industry [2]. Awards and Recognitions - The event awarded three major individual awards: Master Analyst SSR to Qiu Guanhua from Zheshang Securities, Star Analyst SSR to Wu Bohua from Changjiang Securities and Guan Quansen from Guolian Minsheng Securities, and Golden Analyst SSR to Sun Yuanyuan from Industrial Securities and He Yaxuan from Guosheng Securities [3][6][7][8]. - The Best Research Team SSR award was given to multiple institutions including Changjiang Securities, GF Securities, Industrial Securities, Shenwan Hongyuan Securities, Guotai Junan Securities, Guosheng Securities, Dongwu Securities, Huachuang Securities, Zheshang Securities, and CITIC Construction Investment Securities [3]. Individual Award Highlights - Qiu Guanhua emphasized the importance of dedication and professionalism in research, aiming to establish a top-tier research institute [6]. - Wu Bohua expressed gratitude for the support from investors and highlighted the opportunities in the new energy sector [7]. - Guan Quansen acknowledged the platform provided by the Securities Times and New Fortune magazine for sell-side research [7]. - Sun Yuanyuan noted the exciting prospects for the pharmaceutical industry in 2025 and the importance of innovation [8]. - He Yaxuan recognized the responsibility that comes with the "Golden Analyst" title and committed to delivering better research outcomes [8]. Team Award Highlights - Changjiang Securities highlighted the collective effort of its team and the growth fostered by its culture [9]. - GF Securities expressed gratitude to the judges and fellow analysts, emphasizing continuous improvement [9]. - Industrial Securities thanked the platform provided by the Securities Times and the support from institutional investors [9]. - Shenwan Hongyuan Securities reflected on its long-standing history and commitment to seizing new opportunities [9]. - Guotai Junan Securities aimed to build a competitive investment bank through professional research [10].
最佳分析师获奖感言
Zheng Quan Shi Bao· 2025-12-18 18:16
Group 1 - The article highlights the achievements of various analysts and research teams in the financial sector, emphasizing their dedication and contributions to their respective industries [1][2][3][4][5][6][7]. - Analysts express gratitude towards their clients, families, and colleagues for their support, indicating a strong sense of community and collaboration within the industry [2][3][4][5][6]. - The recognition of analysts and research teams is seen as a motivation to continue delivering high-quality research and insights, with a focus on innovation and market leadership [4][5][6][7]. Group 2 - The article mentions the commitment of companies like Zheshang Securities and Changjiang Securities to deepen their research capabilities and embrace new industries, aiming to become leading research institutions in the market [1][5][7]. - Analysts from various firms, including Guolian Minsheng Securities and Xinyi Securities, emphasize the importance of research in building brand influence and supporting investors [6][7]. - The collective achievements of research teams are celebrated, with a focus on teamwork and the shared goal of contributing to the growth of the financial market [5][6].