ETF业务是华宝证券财富管理的核心战略抓手。截至2025年上半年，公司非货币ETF保有规模占总体非 货币基金保有规模的比例达84%。据上交所数据，截至2025年6月，其ETF保有规模居行业第25位，成 交额跻身第7位，交易账户数位列第12位，三项指标印证市场竞争力。依托业内较早推出、品类齐全的 网格交易、条件单等智能工具，华宝证券为投资者提供ETF智能网格机器人、ETF定投等全天候自动化 方案，降低操作门槛，提升投资效率。 近日，"2025资本市场高质量发展论坛"在蓉举办，华宝证券凭借在核心业务领域的卓越表现，一举获 得"2025年度最佳券商自营团队""2025年度最佳ETF服务商"两项重量级荣誉。 值得关注的是，这已是华宝证券连续第三年获得ETF服务商相关荣誉，持续领跑行业的成绩，充分印证 了其在该领域的深厚积淀。与此同时，公司在大财富管理、大产融等核心业务板块多点开花，以专业能 力与创新精神为广大客户持续创造价值。 ETF创新赋能，基金投顾规模翻倍增长 作为财富管理与资产管理领域的专业机构，华宝证券始终以"买方视角"和"跨市场思维"为锚点，凭借扎 实的行业研究能力，构建起覆盖ETF、基金投顾、自营、资管的 ...

Core Insights - Huabao Securities has been awarded the "Financial Technology Golden Bull Award" for its outstanding development and performance in the fintech sector, marking its fourth consecutive year of receiving this accolade [1][4][6] - The company has also received the "Three-Year FOF Type Golden Bull Asset Management Plan" award for one of its asset management products [5] Group 1: Financial Technology Development - Huabao Securities is a pioneer in fintech, focusing on digital and platform-based construction to achieve deep integration of finance and technology [2] - The company has accelerated the exploration of fintech applications in various business scenarios, enhancing wealth management, advisory services, and institutional business lines [2] - The Huabao Zhito APP features an "ETF Grid Robot" trading system and intelligent trading tools, significantly improving trading convenience for investors [2] Group 2: Institutional Business and Digital Transformation - In the first half of 2025, Huabao Securities launched the "Huabao Aggregation" institutional wealth management platform, which integrates multiple capabilities to provide comprehensive digital solutions for institutional clients [3] - The company is advancing its digital transformation with a data-driven intelligent risk control system and various intelligent applications in its middle and back office [3] Group 3: Investment Strategy and Performance - Huabao Securities has established a strategic layout based on stable fixed-income investment, with a focus on diversified asset allocation and specialized business [4] - The asset management research team has optimized the asset allocation framework to capture market opportunities amid structural differentiation and volatility in the equity market [4] - The combination of long and short strategies has been a core contributor to portfolio returns, with a focus on dynamic adjustments to strategy weights while controlling drawdowns [4]

Core Insights - The wealth and asset management industry is undergoing a transformation from a "sales-oriented" approach to a "customer-centric" model, emphasizing value creation over mere scale competition [1] - The industry is at a critical juncture of "ecological leap," focusing on three strategic missions: serving the real economy, strengthening risk prevention, and fostering open innovation [1] Group 1: Industry Transformation - The shift in the wealth and asset management sector is characterized by a move from product stacking to a buyer-centric service transformation [1] - The ecological leap is not merely an extension of scale expansion but a systemic reconstruction focused on value co-creation [1] Group 2: Strategic Missions - The first mission is to anchor services to the real economy by effectively connecting asset and funding sides, guiding long-term capital towards technology innovation and green transformation [1] - The second mission involves building a robust risk prevention framework, enhancing investor education, and ensuring product transparency in a complex market environment [1] - The third mission is to develop core competitive advantages through global perspectives and AI technology applications [1] Group 3: Financial Product Report - Huabao Securities released the "2025 Financial Product Annual Report: Ecological Leap," marking the 14th consecutive year of such reports [2] - The report breaks traditional boundaries between wealth management and asset management, viewing them as an integrated ecosystem and analyzing the latest developments in various sub-sectors [2] - Key capabilities such as cross-market financial product comparisons and AI model empowerment are explored to provide unique references for industry practitioners [2] Group 4: Institutional Platform Launch - Huabao Securities launched the "Huabao Aggregation" institutional wealth management platform, which features a "1+N" service system for institutional clients [3] - The platform integrates public and private offerings, connecting users and accounts while providing comprehensive services including fund research, product trading, compliance risk control, post-investment services, and operational analysis [3]