5月7日，证监会发布《推动公募基金高质量发展行动方案》。东兴基金认为，《方案》将构建起"投资 者利益优先"为核心的新发展范式。这场变革直指行业长期存在的"重规模轻回报""短期业绩导向""利益 绑定不足"等痛点，标志着公募基金从追求高速扩张向追求可持续价值创造的深层转型。《方案》提出 的利益共享机制、长周期考核体系，不仅重塑行业规则，更推动基金公司回归"受人之托，忠人之事"的 资产管理行业本质。 《方案》将校正行业发展定位，实现功能性和盈利性的有机统一，突出强调以投资者为本，树立以投资 者最佳利益为核心的经营理念，实现公募基金行业从重规模向重投资者回报转型。 《方案》突出强化公募基金与投资者的利益绑定，建立与基金业绩表现挂钩的浮动管理费收取机制，强 化业绩比较基准的约束作用，稳步降低基金投资者成本，出台《公募基金销售费用管理规定》，合理调 降公募基金的认申购费和销售服务费。改革基金的运营模式，督促行业回归受人之托，代人理财的本 源，优化主动权益基金收费的模式，扭转基金公司旱涝保收的现象。 《方案》将推动基金公司绩效考核机制改革，全面建立以基金投资收益为核心的考核体系，适当降低规 模排名、收入利润等经营性指标的考 ...

Group 1 - The core theme of the event is the high-quality development of public funds in Beijing, focusing on investor education and community engagement [1][2] - Seven institutions, including Huian Fund and Yinhua Fund, participated in a community event aimed at enhancing financial literacy among residents, particularly the elderly [1] - Interactive activities such as a quiz and traditional games were used to teach residents about anti-fraud measures, rational investment, and money management [1] Group 2 - The event featured a keynote speech that analyzed common scams and introduced the operational logic of public funds, promoting long-term and value investment principles [2] - The initiative reflects the public fund industry's commitment to high-quality development and aims to expand financial education outreach in various community settings [2]

Core Insights - The article discusses the high-quality development of public funds in Beijing, emphasizing the themes of a new era, new funds, and new value [1] Group 1 - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [1]

Group 1 - The core viewpoint of the news is the introduction of the "Action Plan" by the China Securities Regulatory Commission (CSRC) aimed at promoting high-quality development in the public fund industry, addressing issues such as operational philosophy deviations and unbalanced development structures [1] - The reform measures focus on enhancing the performance evaluation and incentive mechanisms for public funds, emphasizing long-term performance, benchmark comparisons, and investor interests [1][2] - Fund companies are required to establish a performance evaluation system centered on investment returns, with at least 80% weight on product performance metrics for fund managers, and implement long-term assessment mechanisms [1][2] Group 2 - The new evaluation mechanism is expected to strengthen the investment research capabilities of public funds, encouraging a more scientific approach to portfolio management and enhancing the overall research level across the industry [2] - The reform aims to address issues such as performance deviation and style drift, promoting a shift from short-term ranking pursuits to long-term stable returns, thereby benefiting investor interests [2] - The new mechanism is anticipated to reshape institutional investment behavior, leading to more stable holdings and reduced short-term volatility in fund net values, which could enhance the attractiveness of the A-share market for long-term capital [2] Group 3 - Smaller institutions are encouraged to focus on "boutique strategies and niche markets," leveraging efficient research and incentive mechanisms to build differentiated competitive advantages [3] - The integration of AI technology and systematic research development is highlighted as a means for firms like Yimin Fund to innovate product strategies while controlling risks and ensuring stable long-term returns [3]

专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 "新时代·新基金·新价值"——北京公募基金高质量发展在行动，华商基金"金融生活嘉年华"走进商圈活 动将于2025年9月20日在北京华熙LIVE·五棵松举办。活动现场将设置三大核心板块，让金融知识学习 从"被动听"变为"主动玩"，与大众面对面科普金融安全相关知识。 为贯彻落实《推动公募基金高质量发展行动方案》，在北京证监局指导下，北京证券业协会携手北京公 募基金管理人、基金销售机构、基金评价机构及多家主流媒体，共同启动"北京公募基金高质量发展系 列活动"。 本次活动以"新时代·新基金·新价值"为主题，旨在通过为期一个多月的多层次、多形式宣传与互动，强 化投资者教育与保护，推动公募基金行业转型升级，提升服务实体经济能力，打造北京金融高质量发展 新名片。 华商基金"金融生活嘉年华"走进商圈活动将通过"金融知识普及融入游戏体验"的创新模式，让专业金融 知识走进商圈、贴近大众。在此次活动中，华商基金将多方面展示中国公募基金发展历程、基金公司产 品体系建设、投研体系建设等内容，让大众了解基金行业发展历程以及当前所处的高质量发展阶段。同 时，华商基金还将围绕"基 ...

Core Viewpoint - The article discusses the high-quality development of public funds in Beijing, emphasizing the new era, new funds, and new values in the investment landscape [1] Group 1: Industry Insights - The MACD golden cross signal has formed, indicating a positive trend in certain stocks [1]

专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 2025年5月7日，中国证监会发布《推动公募基金高质量发展行动方案》（以下简称《行动方案》），为 新时代新征程推动公募基金行业转型升级，提升服务实体经济能力，强化投资者教育与保护提供了根本 遵循和行动指南。国新国证基金深入学习《行动方案》，认真领会党的二十届三中全会、中央经济工作 会议、中央金融工作会议、2024年9月26日中央政治局会议与新国九条中"关于推进公募基金改革、促进 证券基金机构高质量发展、吸引中长期资金入市"的决策部署，深刻把握公募基金行业改革发展的路径 蓝图，以先进文化引领公司改革发展，为推动行业高质量发展贡献力量。 坚持党建引领，筑牢文化根基 国新国证基金成立于2019年，是经中国证监会批准设立的唯一落户雄安新区的公募基金公司。国新国证 基金始终把坚持党的领导加强党的建设作为企业文化建设的核心，厚植"央企姓党"意识、牢记"为党工 作"要求，坚定贯彻"两个一以贯之"，持续推动党的领导在公司治理上"党建入章"、领导体制上"双向进 入"、决策程序上党组织"前置研究"，强化各个治理主体协同衔接，基本构建了横向到边、纵向到底的 党的领导工作 ...

Core Viewpoint - The event organized by seven fund institutions in Haidian District aims to enhance financial literacy and security among community residents, particularly the elderly, through interactive and educational activities [3][10]. Group 1: Event Overview - The "Financial Knowledge into Thousands of Homes" theme event was conducted to promote investor education and address community financial concerns [3]. - The event featured engaging activities such as a "Fraud Prevention Big Wheel" quiz and traditional games that combined financial knowledge with fun challenges, leading to high resident participation [7]. Group 2: Educational Content - Various educational materials were distributed, covering topics like anti-fraud case analysis, investment psychology adjustment, and basic investment knowledge, designed to be easily accessible for residents [7][10]. - The event included a keynote speech that analyzed common fraud tactics and introduced the operational logic of public funds and basic asset allocation principles, encouraging residents to adopt long-term and value investment strategies [10]. Group 3: Future Initiatives - The event reflects the public fund industry's commitment to high-quality development, with plans to expand educational outreach to communities, schools, and business circles in a more relatable and warm manner [12].

Group 1 - The core idea of the articles revolves around the initiative "New Era, New Fund, New Value" aimed at promoting high-quality development of public funds and enhancing investor education through community engagement [1][2] - Seven institutions, including Huian Fund, Yinhua Fund, and Dongfang Fund, participated in a community event in Haidian District to provide financial knowledge to residents, particularly targeting the elderly [1] - The event featured interactive activities such as a "Fraud Prevention Wheel" quiz and traditional games, effectively combining financial knowledge with entertainment, which increased community engagement and understanding of financial safety [1] Group 2 - The thematic speech focused on the high-quality development of public funds, analyzing common scams and introducing the operational logic of public funds and basic asset allocation principles [2] - The event served as a vivid representation of the public fund industry's commitment to high-quality development, with plans for continued educational outreach in communities, schools, and business districts [2] - The materials distributed during the event included practical financial tips and case studies, designed to be easily accessible and relevant to residents' daily lives, reflecting the public institutions' responsibility to serve the community [1][2]

Core Viewpoint - The event organized by seven fund institutions aims to enhance financial literacy and investor education in the community, particularly focusing on the elderly population to ensure their financial security and awareness against fraud [2][12]. Group 1: Event Overview - The "Financial Knowledge into Thousands of Homes" themed event was conducted in the Honglian Village community, emphasizing the importance of financial safety for residents [2]. - The event utilized an "interactive + presentation" approach to engage the community effectively, addressing their urgent financial concerns [2]. Group 2: Activities and Engagement - The event featured engaging activities such as the "Anti-Fraud Big Wheel" quiz and traditional games that combined financial knowledge with fun challenges, resulting in high participation from residents [7]. - Various printed and electronic educational materials were distributed, covering topics like anti-fraud case analysis and basic investment knowledge, designed to be easily accessible for residents [7]. Group 3: Educational Focus - The thematic speech focused on "High-Quality Development of Public Funds," analyzing common scams and introducing the operational logic of public funds and basic asset allocation principles [10]. - Residents were encouraged to adopt long-term and value investment philosophies through legitimate channels to preserve and grow their wealth [10]. Group 4: Future Initiatives - The event reflects the public fund industry's commitment to high-quality development, with plans to expand educational outreach into communities, schools, and business circles [12]. - The institutions aim to spread positive financial energy in a more relatable and warm manner, contributing to a healthier capital market ecosystem [12].