Core Insights - The company leverages over 20 years of industry experience and technological innovation to fill the market gap in traditional investment advisory services through smart investment advisory solutions [1][3] - Smart investment advisory is reshaping the wealth management industry by providing a new experience for investors and driving digital transformation in the securities advisory sector [1][3] Group 1: Technology Integration - The company integrates artificial intelligence deeply into the entire investment decision-making process rather than using it merely as an auxiliary tool [3] - The self-developed smart investment advisory system utilizes vast financial data and multidimensional quantitative models to accurately profile investors' risk preferences and return goals [3] - A dynamic asset allocation model based on machine learning captures market volatility signals in real-time, automatically triggering rebalancing strategies, allowing investors to access expert-level asset allocation services without needing professional financial knowledge [3] Group 2: Personalized Services - The company offers personalized services that address the contradiction between the standardization of traditional advisory services and the diversification of client needs, thereby lowering service barriers and operationalizing the concept of inclusive finance [3] - The "AI + Advisor" dual-track service system combines natural language processing technology to convert complex market analyses into understandable decision-making suggestions for investors, while a professional advisory team conducts secondary verification of smart strategies [3] Group 3: Strategic Vision - The company's strategic layout extends beyond technological breakthroughs, aiming to build a one-stop service system encompassing investor education, smart investment advisory, and asset allocation in response to the rising wealth management demands of the middle class in China [4] - The company is committed to the mission of "technology for good," continuously increasing investment in cutting-edge technologies such as artificial intelligence and blockchain, and promoting the upgrade of smart investment advisory from "tool innovation" to "model innovation" [4]

Core Viewpoint - Jiufang Zhituo has established itself as a reliable player in the securities investment advisory industry, leveraging its compliance, technological advancements, and industry recognition to provide a unique investment experience for investors [1][8]. Group 1: Qualification Certification - Jiufang Zhituo is one of the earliest professional institutions in China to obtain securities investment consulting qualifications, having been established in 1996 and recognized as a member of the China Securities Association [2]. - The company received its securities investment advisor license in 1998, becoming one of the first licensed institutions in the industry [2]. - As of the end of 2024, Jiufang Zhituo has over 300 qualified investment advisors, placing it among the top in the industry [2]. Group 2: Business Layout - The business model of Jiufang Zhituo is characterized by a "technology + research" dual-drive strategy, focusing on investor education through a comprehensive year-round educational system [4]. - The company has developed an app that offers AI stock diagnosis and intelligent monitoring tools, providing personalized investment decision support [4]. - In 2024, Jiufang Zhituo launched the industry's first stock learning machine, "Yizhi Gudao," featuring nine dimensions of courses and AI interaction capabilities [4]. Group 3: Honor Recognition - Jiufang Zhituo has received multiple awards, including the "Most Improved Securities Data Provider" from the Hong Kong Stock Exchange in 2024, marking it as the first mainland advisory institution to achieve this honor [6]. - The company was recognized as the "Outstanding Financial Technology Company" at the "Golden Ding Award" organized by the Daily Economic News in 2024 [6]. - Jiufang Zhituo's intelligent advisory digital assistant, "Jiugo," served 472,000 users and recorded over 32.4 million service instances in 2024, with its technological achievements receiving multiple national patent certifications [6].

Core Viewpoint - Investor protection has gained significant attention from regulatory bodies, industry associations, and financial institutions, becoming a crucial goal for the healthy development of capital markets and a major topic in building a strong financial nation [1][5]. Group 1: Company Initiatives - Jiufang Zhituo officially joined the China Fund News Investor Education Alliance on May 15, coinciding with the seventh "515 National Investor Protection Promotion Day" [1]. - Jiufang Zhituo aims to provide inclusive, systematic, and differentiated investment education content, enhancing the long-term construction of stock investment theory for individual investors [1][2]. - The company has launched the "Yizhi Gudao" stock learning machine, filling a market gap for professional stock learning products, and upgraded it in January 2025 to include over 200 courses across seven major areas [4]. Group 2: Educational Efforts - Jiufang Zhituo will conduct diverse educational outreach, focusing on four dimensions: basic theory, thematic activities, anti-fraud topics, and risk education [2]. - The company has organized various innovative educational activities, including the "2024 Investment Research Leader Program" and collaborations with universities to integrate financial knowledge into the national education system [4][5]. - The China Fund News Yinghua account has attracted over 190 financial institutions, creating a robust matrix for investor education [1]. Group 3: Future Directions - Jiufang Zhituo plans to continue exploring innovative methods for investor education, aiming for a comprehensive and inclusive development of financial literacy [5]. - The company will leverage its research capabilities to provide cutting-edge insights on stock trends, market hotspots, and industry sectors [2]. - The upcoming 2025 High-end Investment Forum will feature prominent speakers and will be live-streamed, further enhancing its educational outreach [2][4].

Group 1 - The "HDD·Shanghai Harmony Ecosystem Partner Forum" successfully gathered leading companies from various sectors including government services, fintech, and smart terminals, showcasing nearly a hundred apps that have deeply integrated Harmony's innovative features [1] - Huizheng Finance, a leading company in the securities advisory industry, presented its core product, Jindouyun Smart Investment APP, at the forum, emphasizing its integration of Harmony features to enhance product security and intelligence [1][3] - Huizheng Finance proactively initiated its Harmony application development last year, becoming one of the first companies in the securities advisory field to embrace the Harmony ecosystem [3] Group 2 - The Harmony system, developed by Huawei for the era of interconnected devices, provides a new technical platform for developers and a smoother, smarter experience for users, as highlighted by Huizheng Finance's R&D representative [3] - Huizheng Finance's investment research philosophy, termed the "Human-Machine Data Golden Triangle," leverages big data and intelligence to enhance financial data mining and investment analysis decision-making [3][5] - The Jindouyun Smart Investment product utilizes AI algorithms to reconstruct investment decision logic, offering a one-stop service for investors that includes information acquisition, investment education, and strategy generation [5] Group 3 - The launch of "Harmony Computer" marks a significant breakthrough for domestic operating systems in the personal computer sector, with government departments actively promoting more apps to be listed on the Harmony application market [5] - Huizheng Finance aims to seize opportunities to strengthen technological empowerment, accelerating the transition to a "Harmony New World" and providing smarter, more reliable digital investment advisory solutions [5]

Group 1 - The financial industry is leading in AI penetration and has advantages in AI deployment due to its data-intensive nature and strong compliance requirements [2][3] - The market size of big data in China's financial sector reached $2.97 billion in 2023 and is expected to exceed $6.46 billion by 2027, indicating strong momentum for digital transformation [2] - Financial institutions have a high IT investment-to-revenue ratio of 6%-8%, significantly higher than other industries, with many companies establishing robust cloud computing and big data processing infrastructures [2] Group 2 - AI deployment in the financial sector requires private or group cloud models to ensure data localization, which increases complexity and costs, but solutions like DeepSeek's open-source technology can mitigate these challenges [3] - The Star Shield system has been upgraded from version 2.0 to 3.0, achieving breakthroughs in capacity, data storage, multimedia, and compliance detection, redefining efficiency and boundaries in financial compliance [4] Group 3 - AI models are being applied in investment strategies, including an automated factor production line capable of generating over 200 effective factors daily and interactive factor mining using natural language [5] - Real-time analysis of news, research reports, and social media is utilized to identify market sentiment and potential investment themes [5] Group 4 - The integration of AI technology in investment advisory services represents a significant opportunity for transformation, enhancing client service experiences through personalized and real-time investment advice [6] - AI is also being used to build real-time compliance monitoring systems to reduce regulatory risks [6][7] Group 5 - The participation in the 2025 Tencent Global Digital Ecosystem Conference marks an important step for the company in the financial technology sector, reinforcing its commitment to innovation and collaboration with partners like Tencent Cloud [8] - The company aims to deepen the integration of AI technology in the investment advisory industry, exploring innovative application scenarios to accelerate the presentation of technological innovations [8]