RESEARCH ADVISORY

Research Advisory: Leveraging our mature investment research system, we conduct in-depth research on capital markets, industry tracks, and fund strategies. We continuously track macroeconomic cycles, asset price changes, and manager investment research capabilities, delivering professional outputs such as strategy analysis, target due diligence, portfolio allocation, and risk assessment. We provide consulting services for institutions and enterprises including investment logic clarification, asset allocation plans, and product screening evaluation, supporting investment decisions with objective and rigorous research.

Core Research Areas & Topic Catalog

Systematic coverage of industry development, investment strategies, and macro cycles

Covering strategic emerging industries and high-barrier domains, conducting comprehensive research from technology routes, competitive landscape, and industry chain upstream/downstream.

80+ Industry Research Reports Archived

Semiconductors & Hard Tech

Monthly Tracking

Chip design, advanced packaging, semiconductor equipment and materials, EDA/industrial software, focusing on domestic substitution evolution and capex cycles.

Representative Topics

Advanced Packaging Technology Roadmap & Supply Chain Competition for AI Computing Chips
Deep Analysis of Key Semiconductor Equipment & Components Localization Rates

AI & Digital Infrastructure

Bi-weekly Updates

Computing centers, AI infrastructure, large model commercialization, embodied intelligence, and industrial AI application scenario evaluation.

Representative Topics

Large Model Vertical Industry ROI Assessment & Computing Cost Analysis
Humanoid Robot Key Components (Reducers/Motors) Industry Chain Landscape

Biomedicine & Medical Devices

Monthly Tracking

Innovative drug pipeline R&D, CXO/CRDMO industry chain, high-end medical devices going overseas, and gene diagnostics technology applications.

Representative Topics

Overseas License-out Transaction Risks & Value Reassessment of Domestic Innovative Drugs
Differentiated Innovation Pathways Under High-value Medical Consumables Procurement

New Energy & Advanced Equipment

Quarterly Special

New energy storage technologies (solid-state batteries/sodium-ion), PV technology iteration, hydrogen energy chain, and industrial automation equipment.

Representative Topics

Industrialization Process of Solid-state Batteries & Key Material Barriers
Commercial & Industrial Storage Economic Model and Return Sensitivity Analysis

New Consumer & Brand Overseas

Quarterly Special

Cross-border e-commerce and brand overseas channels, consumer electronics, smart home, and structural changes in physical consumption.

Representative Topics

Chinese Brands Going Global: Channel Localization in North America & Southeast Asia

New Materials & Electronic Chemicals

Monthly Tracking

High-performance carbon fiber, electronic-grade high-purity chemicals, rare earth permanent magnets, and polymer new materials research.

Representative Topics

Electronic-grade Wet Electronic Chemicals Purity Control & Key Vendor Barriers

Through quantitative factor analysis and manager due diligence database, we deeply evaluate the risk-return attribution of public, private, and hedge fund strategies.

300+ Managers Archived

Quant Alpha & Multi-factor

Cross-sectional Alpha factor effectiveness decay, high-frequency microstructure modeling, and machine learning stock selection risk control constraints.

Track Targets: Index Enhancement / Market Neutral
Core Assessment: Excess Stability & Turnover Attribution

Fixed Income & Credit Hedging

Municipal and corporate bond credit spread early warning, interest rate bond duration management strategy, and convertible bond arbitrage pricing models.

Track Targets: Pure Bond / Convertible Bond / Credit Bond
Core Assessment: Default Risk Warning & Duration Strategy

CTA & Commodity Arbitrage

Trend following and time-series regression algorithms, fundamental supply-demand balance sheet modeling, and cross-period/cross-variety arbitrage.

Track Targets: Commodity Futures / Financial Futures
Core Assessment: Volatility Adaptability & Tail Risk

Multi-asset Portfolio Allocation (FOF)

Risk Parity model optimization, Merrill Lynch clock mechanism adjustment, and black swan tail risk defense.

Track Targets: Equity-Bond Return Swap / Overseas Allocation
Core Assessment: Max Drawdown Control & Sharpe Ratio

PE/VC Private Equity Due Diligence

GP performance authenticity verification (DPI/TVPI), reserve project pipeline quality, and key-man risk assessment.

Track Targets: Blind Pool Funds / Special Co-investment
Core Assessment: Project Exit Capability & Post-investment Empowerment

Discretionary Long-only & Industry Expertise

Quantitative and qualitative evaluation of fund manager investment research alignment, position concentration, and contrarian investment capability.

Track Targets: Discretionary Stock Selection / Industry Skew
Core Assessment: Alignment of Knowledge & Action / Style Drift

Around global central bank policies, inflation/contraction cycles, exchange rate changes, and geo-economics, providing major asset allocation analysis.

Regularly publishes weekly, monthly views and special reports

1. Global Central Bank & Monetary Policy Tracking

Real-time tracking of Fed rate decisions, balance sheet policies, and PBOC LPR/RRR tools, judging cross-border capital flow directions and interest rate center evolution.

Fed Dot PlotChina-US Rate Spread InversionLiquidity Turning Point

2. Economic Cycle & High-frequency Indicator Monitoring

Constructing Leading Economic Indicators model, analyzing PMI, CPI/PPI, social financing, and real estate infrastructure investment data to identify economic quadrants.

Credit Impulse IndexOutput Gap ModelInflation/Stagflation Analysis

3. Exchange Rate Volatility & Major Asset Rotation

Analyzing USD index, offshore RMB exchange rate expectations, and balance of payments, evaluating relative value of stocks, bonds, gold, and crude oil.

Offshore RMB Depreciation HedgeCommodity Supply-Demand

4. Industrial Policy & Geopolitical Assessment

Interpreting national strategic industry subsidy policies, local government debt risk resolution progress, and geopolitical game impacts on key supply chains.

Local Debt Resolution ProgressSupply Chain Security Risk

"In-depth research drives investment decisions, every return stands up to logical scrutiny"

We continuously track macroeconomic, industry, and fund strategy changes to provide professional research advisory services

Macro Strategy Research

Based on macroeconomic indicators such as economic growth, interest rates, exchange rates, and commodities, we conduct cross-asset flexible allocation to capture cyclical opportunities.

Industry Track Analysis

Deep industry research capabilities, focusing on core tracks including healthcare, AI, consumer, and logistics.

Fund Strategy Evaluation

Continuous tracking of manager performance, risk control, and investment research systems, providing decision support for product screening and portfolio allocation.

Risk Management Consulting

Establishing a three-level risk control structure covering pre-investment due diligence, mid-investment monitoring, and post-investment tracking to safeguard long-term compound value.

Asset Allocation Plans

Providing professional consulting services such as investment logic clarification, portfolio allocation suggestions, and risk assessment for institutions and enterprises.

Investment Decision Support

Supporting investment decisions with objective and rigorous research, helping clients clarify market logic and optimize asset allocation.

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