近日，多家头部券商陆续发布2025年调研路线图，为投资者提供全年研究重点与行业布局方向。该路线图不仅涵盖宏观经济趋势研判、政策导向分析，还聚焦于人工智能、新能源、高端制造、生物医药等战略性新兴产业。其中，AI大模型应用、绿色能源转型、半导体国产化、医疗科技突破等细分赛道被列为高优先级调研主题。券商普遍认为，2025年中国经济将延续高质量发展主线，在“新质生产力”政策引导下，科技创新与产业升级将成为核心驱动力。因此，研究团队将加大在硬科技、数字经济及碳中和相关领域的实地调研频次，并通过产业链上下游联动分析，挖掘具备长期成长潜力的优质标的。此外，部分券商还计划拓展海外调研范围，重点关注东南亚、中东等新兴市场与中国产业链的协同机会。整体来看，2025年券商调研路线图体现出更强的前瞻性、系统性与国际化视野，旨在为机构和个人投资者提供更具深度与实操性的投资参考。
Recently, several leading Chinese securities firms have unveiled their 2025 research roadmaps, outlining key focus areas and sectoral strategies for the year ahead. These roadmaps not only assess macroeconomic trends and policy directions but also prioritize strategic emerging industries such as artificial intelligence, new energy, advanced manufacturing, and biopharmaceuticals. Specific high-priority themes include AI large-model applications, green energy transition, domestic semiconductor development, and breakthroughs in medical technology.Brokers generally expect China’s economy in 2025 to continue its trajectory of high-quality growth, driven by the government’s emphasis on “new quality productive forces.” As a result, research teams plan to intensify on-the-ground investigations in hard-tech sectors, the digital economy, and carbon neutrality-related fields, employing upstream-downstream supply chain analysis to identify companies with strong long-term growth potential.Moreover, some firms intend to expand their overseas research coverage, particularly targeting synergies between Chinese industrial chains and emerging markets in Southeast Asia and the Middle East. Overall, the 2025 research roadmaps reflect a more forward-looking, systematic, and global approach, aiming to deliver institutional and retail investors deeper insights and actionable investment guidance.
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