Huizheng Finance Builds a New Paradigm for Investment Advisory with “Think Tank + Service” Dual Engine
ShanghaiJune 25, 2026 /PRNewswire/ — On June 14, Huizheng Finance’s 2026 Mid-Year Capital Market Strategy Conference was held in Shanghai. At this industry event themed “Wisdom Leading the Way, Navigating Cycles,” the China Chief Economist Forum • Huizheng Investment Research Base was officially inaugurated, and the “Navigator” Investment Research Club was simultaneously launched. This milestone collaboration marks a deep integration between a leading licensed investment advisory institution and an authoritative think tank, ushering Huizheng Finance into a new phase of high-quality development driven by “investment research and think tank empowerment.”
Dr. Lian Ping, Chairman of the China Chief Economist Forum; Dr. Qian Xuening, Director and Secretary-General of the China Chief Economist Forum; Dr. Liu Yuhui, Director of the China Chief Economist Forum; Dr. Chen Hongbin; Dr. Dai Liufei, Executive Secretary-General of the China Chief Economist Forum; Mr. Zhou Rongsheng, Executive General Manager of Huizheng Finance; Wang Yunpeng, Head of Public Affairs at Huizheng Finance; and Mr. Yu Ruijie, Co-President of the Huizheng Research Institute, jointly took the stage to unveil the investment research base and officially launch the “Navigator” Investment Research Club.
Mr. Zhou Rongsheng, Executive General Manager of Huizheng Finance, presented the development blueprint for the investment research base and the “Navigator” Investment Research Club on-site. He stated that the Chief Economist Forum is a top-tier economic think tank in China and a recognized hub of thought leadership in the industry. The establishment of this investment research base, leveraging the think tank’s advantages and Huizheng’s years of practical experience, marks a new starting point for integrating the strengths of both parties and a significant milestone in upgrading Huizheng Finance’s professional capabilities. Moving forward, the two sides will rely on these two platforms to conduct joint research discussions, investor education activities, and more, transforming professional wisdom into practical value, empowering investments with expertise, and supporting industry development with think tank insights.
Subsequently, Dr. Qian Xuening, Director and Secretary-General of the China Chief Economist Forum, elaborated on how macroeconomic research and think tank resources can empower Huizheng’s investment research system, infusing the base with profound academic depth. He systematically reviewed the rapid evolution of the China Chief Economist Forum and the rich achievements it has accumulated in industry and sector research. He pointed out that this strategic cooperation with Huizheng Finance is a significant step in the Forum’s development. The two sides will seize this opportunity, leveraging Huizheng Finance’s extensive practical experience accumulated in the capital market, to provide investors with higher-quality investment research services, jointly injecting sustained momentum into the stable and long-term development of the capital market.
Think Tank Empowerment, Building the Top-Level Architecture of the Investment Research System
The China Chief Economist Forum, as an authoritative think tank platform gathering chief economists from top domestic and international financial institutions, produces research deeply aligned with national strategic directions. It serves as a crucial barometer for macroeconomic policy assessment and market trend interpretation, frequently providing important references for national economic decision-making. This collaboration with Huizheng Finance to establish an investment research base represents an innovative practice of deep integration between a think tank and a leading licensed investment advisory institution. It aims to bridge the gap between academic research and market application, constructing an investment research system that combines theoretical depth with practical value.
At the ceremony, Mr. Zhou Rongsheng, Executive General Manager of Huizheng Finance, formally presented appointment letters for the China Chief Economist Forum • Huizheng Investment Research Base to Dr. Qian Xuening, Dr. Liu Yuhui, Dr. Shao Yu, Dr. Chen Hongbin, and Dr. Dai Liufei. Dr. Qian Xuening was appointed as Director of the Base, Dr. Dai Liufei as Co-Director, and Dr. Liu Yuhui, Dr. Shao Yu, and Dr. Chen Hongbin as Think Tank Experts. The base will focus on three core areas: macroeconomic trends, industrial policy dynamics, and asset allocation strategies. It will regularly host closed-door seminars and high-end salons, leveraging small-scale, high-density intellectual exchanges to precisely capture market turning point signals. In the future, the base will consistently produce in-depth research outputs such as the “China Macroeconomic White Paper” and “Industry Investment Strategy Briefings,” providing solid academic support and decision-making foundations for Huizheng Finance’s investment advisory services.
From an industry perspective, this cooperation sets a benchmark. For a long time, the third-party investment advisory industry has suffered from weak research capabilities and fragmented research systems, failing to meet investors’ growing demand for professional services. By introducing think tank resources, Huizheng Finance has constructed a complete investment research chain—from macroeconomic analysis to industry analysis, and from asset allocation to individual stock research—offering a replicable “Huizheng Model” for industry transformation and upgrading.
Synergistic Dual Platforms, Building a Full-Chain Investment Research Service Ecosystem
The “Navigator” Investment Research Club, launched simultaneously with the investment research base, is positioned as a high-end exchange platform for “finance + industry,” functionally complementing the base’s focus on top-level research. Targeting economists, industry experts, institutional investors, and Huizheng Finance’s client base, it aims to create a closed-loop ecosystem of “academic research – industry practice – investment research services.”
For Huizheng Finance, the implementation of these two platforms holds triple strategic value:
First, building a differentiated competitive barrier. Leveraging exclusive think tank resources, Huizheng Finance will develop a core competitiveness distinct from its peers, shifting from homogeneous price competition to value competition, driving the industry’s transformation from “traffic-driven” to “research-driven.”
Second, upgrading the customer service system. Through the in-depth research of the investment research base and the network services of the club, Huizheng Finance can provide tiered and customized investment advisory solutions for clients at different levels, enhancing customer satisfaction and long-term retention rates.
Third, strengthening industry influence. The two platforms will serve as key vehicles for Huizheng Finance to disseminate research viewpoints and lead industry consensus, significantly boosting the company’s brand influence and industry standing in the capital market.
Upholding Compliance Commitment, Practicing Investor Protection with Professional Capability
Huizheng Finance has always regarded compliant operations and investor protection as the lifeline of its development. The simultaneous launch of the investment research base and the club is fundamentally a key measure by Huizheng Finance to fulfill its investor protection mission and enhance service quality.
Against the backdrop of increased volatility in the current capital market and investors’ growing demand for professional investment research services, Huizheng Finance, by introducing think tank resources, has built a complete closed loop from macro to industry, and from research to service. This aims to provide investors with more forward-looking, scientific, and practical investment guidance, helping them establish value investing and long-term investment philosophies while avoiding the risks of blindly following trends. Additionally, the compliance research system of the investment research base will provide professional support for Huizheng Finance’s internal compliance management, further strengthening the company’s compliant operational capabilities and effectively safeguarding investors’ legitimate rights and interests.
Looking ahead, Huizheng Finance will leverage these two platforms to continuously produce high-quality research results, host diverse exchange activities, and connect with a broader range of industrial and financial resources, striving to become a leading research-driven securities investment advisory institution in China. By serving a wide range of investors with professional research capabilities and supporting the high-quality development of the capital market through innovative ecosystem building, Huizheng Finance aims to grow alongside China’s capital market and embark on a new journey of wealth management with its investors.