投资者教育

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从资源整合到产业赋能 打造系统化投教服务体系
Qi Huo Ri Bao Wang· 2025-05-21 20:34
Core Insights - The recent "Party Building Leads Investment Education, Futures Safeguards the Real Economy" event highlighted the integration of investment education with industry services, emphasizing the importance of tailored educational content for different sectors and regions [1] Group 1: Multi-Dimensional Services - Nanhua Futures has evolved from merely providing derivative tools to offering comprehensive services through innovative approaches, including the use of off-exchange derivatives for risk management [2] - The company has served over 7,000 domestic and international entities, showcasing its commitment to supporting cross-border development and rural revitalization through "insurance + futures" initiatives [2] - Nanhua Futures has published an annual white paper summarizing its experiences in serving the real economy since 2023, and its commodity index has become a key indicator for observing China's commodity prices and economic trends [2] Group 2: Case Compilation - Huishang Futures has compiled a collection of 19 typical cases across four categories, demonstrating the practical applications of futures tools in risk management and agricultural support [4] - The company aims to enhance the standardization and replicability of its industry services, providing tailored risk management solutions for enterprises [4] - The standardized process developed by Huishang Futures focuses on risk identification, tool selection, and practical implementation, facilitating better risk management for real enterprises [4] Group 3: Customized Training - Shenyin Wanguo Futures has established the "Shenda Academy" project, which addresses the diverse needs of enterprises through specialized training in financial derivatives and risk management [7] - The project has successfully engaged over 30 enterprises in the futures market, with some achieving a hedging ratio of over 20% of their annual operating volume, thereby stabilizing profit fluctuations [8] - The focus on professional, regional, and tailored training aims to deepen the integration of finance and industry, enhancing the effectiveness of services provided to the real economy [7][8] Group 4: Digital Empowerment - Yun Wealth Futures has launched the "Yunqi Yanxuan" video series, utilizing digital technology to transform investment education into an interactive experience, with over 450 videos created and a follower count exceeding 23,000 [9] - The initiative aims to simplify complex industry analyses and hedging strategies, making them more accessible to investors while fostering connections between financial resources and industry needs [9] - The company continues to explore innovative measures in rural revitalization and digital investment education, emphasizing the integration of party building with business development [10]
国联基金:赋能投教新范式 筑牢投资者保护防线
Sou Hu Cai Jing· 2025-05-19 10:52
国联基金同样关注大学生群体,关心在学生投资及反诈意识的培养。在中国证券投资基金业协会"一司 一省一高校"暨"基金行业话养老"专项投教活动号召下,国联基金走进对外经济贸易大学校园,开展高 校投教活动,通过基金经理与资深产品经理深入浅出地讲解,帮助学生群体了解公募基金行业,学习有 关资产配置与防非反诈等金融知识。 活动中,国联基金基金经理不仅围绕资产配置、定投策略、防范"非法校园贷"等内容,为学生们带去了 别开生面的投教课堂,帮助学生群体提升对于基金投资的认知和风险意识,还结合学生们感兴趣的投资 有关话题,分享AI在金融行业量化投资中的应用场景,讲解AI技术创新优势,帮助学生们了解AI技术 在金融及投资领域的实际使用效果,从在校生们喜闻乐见的内容入手,抓住需求,引导学生建立理性投 资、长期投资观念,强化防范金融诈骗的能力。 对于投资者教育,国联基金始终将其视作需要持之以恒落实的系统工程,以创新精神,立足不同投资者 群体的多样化需求,不断拓宽、发展投教活动的内容与形式,通过线上、线下相结合的立体化体系,探 索传播新路径,积极提升投资者教育覆盖的深度和广度,推动投资者保护理念深入人心。 未来,国联基金将一如既往地秉持 ...
5·15专栏丨申万宏源证券开展5·15“投教进百校”活动—走进上海对外经贸大学
申万宏源证券上海北京西路营业部· 2025-05-19 01:57
走进上海对外经贸大学 4月29日,申万宏源证券有限公司上海静安区北京西路证券营业部恪尽职守做好投资者服务工 作,为推动金融知识普及纳入国民教育体系,提升青年群体金融素养和风险防范意识,进一步加强 投资者保护的宣传力度,举办"投教进高校"专项活动,为上海对外经贸大学的学生们开展了5·15投 资者教育活动,现场氛围热烈,将近200名大学生参与本次活动。 同时提醒同学们,在互联网时代,保护个人信息安全尤为重要。不要随意在不明网站或 APP 上 填写身份、银行卡等敏感信息,不要点击来路不明的投资链接,避免信息泄露被不法分子利用。希 望通过本次专项活动,同学们能牢记这些非法活动的手法与危害,不贪图小利,不轻易相信陌生人 的 "投资承诺" ,遇到可疑情况及时向监管部门或学校咨询,守护好自己的财产安全。 营业部会持续做好投教工作,以实际行动助力投资者树立理性投资、价值投资和长期投资的理 念,提升金融素养和知识储备,为构建和谐、稳定的资本市场添砖加瓦。希望上海对外经贸大学的 同学们以"插入岩石中的钢钉姿态" , "任尔东西南北风,我自巍然不动" ,相信以大家的"星星之火"终 能成燎原之势,在每个人的心中打下捍卫国家安全,人人 ...
侃股:警惕假股神
Bei Jing Shang Bao· 2025-05-18 12:23
近日,股票交割单造假乱象引发关注。假股神的危害不容小觑,股民看到的股神实盘交割单,可能只是 由软件制作的一键生成的假象。 据媒体报道,社交媒体上,动辄"单日盈利15万元""累计收益率2300%"的交割单截图铺天盖地,股民们 趋之若鹜,甚至不惜缴纳高额会员费以求"抄作业"。然而,这些看似光鲜的交割单,实则是通过"股票 交割单生成器"一键生成的数字游戏。这场骗局背后,是假股神们精心设计的"吸粉—引流—收割"产业 链,其危害远超普通投资者的想象。 假交割单的制造早已从早期的PS修图升级为工业化生产。在电商平台,一套股票交割单生成器售价从 25.9元/周到1683元永久不等,用户只需输入虚拟账户、资金金额、交易记录等参数,即可生成与真实 交割单无异的图片。更令人警惕的是,部分生成器支持持仓分时等高级功能,甚至能模拟券商LOGO、 交易佣金、印花税等细节,普通投资者几乎无法肉眼辨别。 这些假交割单被大量用于微信群、直播间、短视频平台,成为假股神们收割韭菜的利器。 假交割单的最终目的,是诱导散户付费或追高庄股。其运作模式通常分为三步,第一,造神引流。通过 伪造高收益交割单,塑造股神人设,吸引散户关注。第二,收费变现,将粉 ...
证券投顾行业首家!九方智投加盟中国基金报投教联盟
Sou Hu Cai Jing· 2025-05-17 04:10
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].
河北证监局指导财达证券投教基地创新开展投保健步走活动
Zheng Quan Ri Bao Zhi Sheng· 2025-05-16 11:40
财达证券相关负责人介绍,财达证券将继续发挥投资者教育基地的宣传平台作用,持续为广大投资者提 供更加专业化、精细化的优质服务,为推动资本市场健康稳定发展、维护投资者合法权益贡献财达力 量。 河北证监局相关负责人表示,此次活动是河北辖区创新投资者教育形式的有益尝试,通过社会公众喜闻 乐见的形式,让投保知识和理性投资理念更加深入人心。下一步,河北证监局将继续指导辖区市场主体 发挥专业优势,创新投资者教育形式,扎实做好投资者教育保护工作,为资本市场高质量发展营造良好 环境。 在河北证监局的指导下,财达证券投资者教育基地创新实践"投保+健康"模式,将投资者教育元素巧妙 融合在河北园博园的初夏美景中,精心设计了5公里的健步走路线,沿途设置了2处答题区、2处互动游 戏区和4处能量补给站,通过趣味问答、抽盲盒等轻松有趣的游戏形式,向投资者宣传资本市场政策法 规,普及金融知识及防非反诈知识。本次活动有近300名投资者参与,吸引了众多园内游客驻足打卡。 活动通过寓教于乐的方式,让金融知识更加贴近生活,帮助社会公众树立正确的投资观念,提升防非反 诈意识,增强了投教活动的互动感、趣味感、参与感,有效提升了投资者教育宣传的覆盖面和实效 ...
新疆证券期货业协会举办“5·15投教集市+金融专业人才培养”专项活动
Qi Huo Ri Bao Wang· 2025-05-16 10:23
Group 1 - The core viewpoint of the articles emphasizes the importance of integrating investor education into the national education system, as mandated by the China Securities Regulatory Commission, and highlights a successful event held in Xinjiang to promote financial literacy among students [1][3]. - The event attracted over 1,500 participants, including students and faculty, and effectively combined financial knowledge dissemination with employment services, showcasing significant outcomes [1][3]. - The activities included immersive educational methods such as interactive games and case studies, resulting in the distribution of over 4,000 educational materials and 2,000 educational supplies, which enhanced students' financial literacy [3]. Group 2 - The initiative aims to create a comprehensive talent cultivation mechanism that integrates education, industry practice, and career development, fostering a deep connection between the education chain, talent chain, and industry chain [4]. - The association plans to strengthen the "industry + university" collaborative model, promoting financial knowledge lectures and online educational courses in universities to build a complete talent cultivation system [4]. - This approach is designed to continuously inject strong momentum into the high-quality development of Xinjiang's capital market by preparing high-quality professional talent [4].
粤投教“视”界大赏:获奖作品亮相,看它们为何“出圈”
Nan Fang Du Shi Bao· 2025-05-16 05:55
Group 1 - The core event is the "Investment Education Protection: Guangdong Investment Strategy" micro-video competition, which was organized by the Guangdong Securities and Futures Industry Association, Southern Metropolis Daily, and Bay Finance Society, culminating in the announcement of winners just before the "5.15 National Investor Protection Publicity Day" [2][3] - The competition attracted 75 submissions from financial institutions in Guangdong (excluding Shenzhen), focusing on themes such as serving the real economy, investor protection, and social responsibility [2] - The awarded works addressed current financial market pain points, including AI scams, elderly investment traps, and the popularization of new financial products, utilizing innovative formats like short dramas and animations to make professional knowledge accessible to the public [2][3] Group 2 - A total of 19 works were awarded from the 75 entries, showcasing diverse themes, vibrant presentation styles, and profound educational content, effectively responding to the new "National Nine Articles" requirements for enhancing investor education [3] - The winning entries demonstrated a keen awareness of market pain points such as AI scams and the emotional needs of different age groups, employing innovative formats to engage audiences [3][4] Group 3 - The first prize-winning work, "Old Wu's Investment Journey: Companionship is the Best Prevention," highlights the emotional scams targeting elderly investors, emphasizing the importance of family companionship in fraud prevention [4] - The second prize-winning work, "AI Algorithm? Human Algorithm!" reveals the underlying logic of scams exploiting human greed through a hacker's perspective, combining technological insight with cautionary messages [5][6] - The third prize-winning works include "The Self-Narration of ST Stocks," which uses a personified approach to explain delisting rules and investment risks, and "315 Financial Anti-Fraud: Unveiling 'Fake' Securities Apps," which educates viewers on identifying fraudulent applications [8][9]
光大信用卡:织密消保“防护网”,筑牢安全“防火墙”
Cai Fu Zai Xian· 2025-05-16 04:39
Core Viewpoint - The article emphasizes the importance of enhancing public financial literacy and risk awareness as a key responsibility of the financial industry, which is essential for protecting consumer rights and promoting a healthy financial market [1]. Group 1: Investor Education Activities - On the occasion of the 2025 "National Investor Protection Publicity Day," the company organized a series of diverse investor education activities to promote financial knowledge and consumer rights protection [1]. - Activities included on-site explanations, creative posters for visual impact, interactive displays for engaging guidance, and short videos to expand outreach [1]. Group 2: Community Engagement - The company conducted a financial knowledge dissemination event in the Beijing Xiaokang Community, utilizing a relatable communication style to make complex financial concepts easily understandable [2]. - Real-life case studies were shared to raise awareness about various investment scams, enhancing community members' vigilance [2]. - Interactive Q&A sessions were held to address community concerns, significantly improving their financial risk prevention awareness [2]. Group 3: Multi-Channel Outreach - The company integrated consumer rights protection into daily operations, utilizing various formats such as short videos, posters, and infographics to create a comprehensive financial knowledge dissemination system [3]. - Educational materials highlighted new types of fraud, such as "cloud farming scams" and "virtual currency traps," helping consumers quickly identify risks [3]. - The "Consumer Protection Wisdom Library" short video series was launched to remind consumers to verify project backgrounds before investing [3]. Group 4: Digital and Social Media Strategy - The company uses its official website and app as authoritative platforms for publishing financial knowledge and risk alerts, while also leveraging social media platforms like Weibo, WeChat, and Douyin for broader engagement [4]. - The growing demand for wealth management among the public necessitates increased investor education due to the complexity of the financial market and the emergence of new scams [4]. - The company aims to continue its commitment to consumer rights protection and investor education through innovative content and community engagement [4].
广东创新期货投教模式提升投资者保护水平
Qi Huo Ri Bao Wang· 2025-05-15 16:16
Group 1 - The core event of "5·15 National Investor Protection Promotion Day" was held in Guangzhou, focusing on investor education through various engaging activities [1] - The Guangdong Securities Regulatory Bureau innovated the investor education model by integrating resources from regulatory bodies, industry associations, and financial institutions, targeting densely populated commercial areas for outreach [1] - The event featured creative performances that incorporated the theme of investor protection, aiming to convey rational investment concepts in an enjoyable manner [1] Group 2 - Investor education is essential for enhancing public financial literacy and risk awareness, particularly for protecting the rights of small and medium investors [2] - Tailored content creation for different demographic groups is emphasized, with a focus on making investment education appealing to younger audiences and straightforward for older investors [2] - The futures industry views investor education as a key aspect of social responsibility and cultural development, contributing to its stable growth [3] Group 3 - Guangfa Futures is actively working on creating effective and engaging investor education materials, integrating traditional Chinese culture with financial education [3] - Innovative educational products, such as the "Qianlong's Disguised Visits" and "Investment Education Three Kingdoms" series, have successfully attracted significant online engagement, exceeding 36 million views [3]