投资者教育

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期货交易所探索多元化投教模式
Qi Huo Ri Bao Wang· 2025-05-15 16:13
Group 1 - The core theme of the "5·15 National Investor Protection Awareness Day" is to enhance investor education and protection through various activities organized by exchanges such as SHFE, DCE, and CGE [1][2][3] - SHFE has integrated AI technology into its investor education initiatives, launching original AI-based educational materials and conducting online training sessions to improve outreach and service quality [1] - DCE plans to implement a hybrid approach combining online and offline activities, including engaging educational content like "blind box" analysis of illegal financial practices and interactive escape room scenarios to raise awareness [2] Group 2 - CGE is focusing on diverse educational formats, including publishing risk-related case studies and providing training on carbon lithium futures to enhance investors' analytical skills [3] - CGE is also engaging with universities in the Greater Bay Area, inviting students to visit the exchange for hands-on learning experiences related to futures trading [3] - All exchanges are committed to continuously innovating their educational offerings and protecting investor rights, aiming to improve the overall investor experience [3]
广西5·15全国投资者保护宣传日活动成功举办
Zheng Quan Shi Bao Wang· 2025-05-15 13:45
为深入贯彻中国证监会投资者保护工作部署,5月15日,在第七个"5 15全国投资者保护宣传日"之际, 由广西证券期货基金业协会、广西上市公司协会指导、国海证券投资者教育基地(国家级)、平安证券 投资者教育基地(广西)、国投证券投资者教育基地(广西)、国泰海通证券投资者教育基地(广西) 联合举办的"广西5·15全国投资者保护宣传日暨投教民歌嘉年华活动"在南宁举行。 广西证监局党委委员、副局长彭艳雯,广西证券期货基金业协会秘书长、广西上市公司协会副会长黄金 新出席活动并致辞,广西证券期货基金业协会会长覃力、广西证监局法治处负责人以及相关业务处室监 管干部和各投教基地负责人出席活动。活动将专业投教知识融入民族特色表演与趣味互动,现场吸引了 上百名市民游客和投资者参与。 广西证券期货基金业协会、广西上市公司协会负责人在致辞中表示,投资者是资本市场的重要基石,加 强投资者保护,是资本市场全面深化改革的关键内容,也是资本市场践行"以人民为中心"的发展思想。 强调协会将坚定不移贯彻落实国务院办公厅《关于进一步加强资本市场投资者保护工作的意见》,在广 西证监局的指导下,不断完善投教投保工作体系机制,推动行业机构构建"大投保"格 ...
北京基金小镇总经理吴磊:培育理性投资者 促进资本市场高质量发展
Zheng Quan Ri Bao Wang· 2025-05-15 12:32
本报记者 毛艺融 吴磊介绍,多年来,北京基金小镇投教基地在中国证监会、中国证券投资基金业协会、北京证监局的支 持和指导下,深入开展了多层次、多主题、广覆盖的投教活动,形成了党建与投教相结合、多点布局、 线上线下(300959)融合的投教特色,积极构建投教自媒体宣传矩阵,数字化投教服务平台"投教基地 APP",聚合国内外知名经济金融专家学者、专业机构、行业媒体等各方力量,搭建"短视频+直播+音频 +图文+互动"的立体化投教服务体系;持续走入大型展会、机场、商圈、银行,联合知名银行、证券公 司、会计师事务所、律师事务所等战略合作伙伴,以及各主流媒体、各投教基地,共同开展面向投资者 和基金管理人的投教活动。 5月15日,由《证券日报》社有限责任公司主办,中证中小投资者服务中心有限责任公司、中国上市公 司协会为支持单位,北京基金小镇投资者教育基地、东方财富(300059)、第一创业(002797)证券联 合举办的第七届"5 15-5 19中小投资者保护宣传周"公益活动正式启动。在首场活动中,北京基金小镇投 资者教育基地负责人、总经理吴磊表示,投资者是市场之本。在资本市场深化改革与投资者年轻化趋势 交汇的当下,大学生既 ...
腾讯理财通放大招!联合20余家基金公司,探索“理财金”投教新模式
Zhong Guo Ji Jin Bao· 2025-05-15 08:11
Group 1 - Tencent Licai Tong launched a "try before you buy" million investment fund activity in collaboration with over 20 fund companies to enhance user experience and investor education [1][4] - The activity allows users to simulate fund investments with zero cost and no entry barriers, covering various fund types such as fixed income, index, mixed, and equity funds [1][2] - The initiative aligns with the China Securities Regulatory Commission's recent action plan aimed at optimizing resource allocation for investor protection and service [1][5] Group 2 - Users can receive virtual investment funds to participate in the investment process of selected fund products, with a maximum of three virtual funds per user [2][3] - The activity is designed to provide a low-threshold opportunity for novice investors to gain experience in a simulated environment, while also allowing experienced investors to explore different fund products [4][6] - The immersive educational approach helps investors understand investment logic, market fluctuations, and asset allocation strategies through practical experience [4][6] Group 3 - The activity creates a feedback loop for investor education, allowing Tencent Licai Tong to capture investor behavior and preferences to optimize future educational content and services [5][6] - The recent guidelines from the China Securities Investment Fund Industry Association emphasize the importance of investor education in the development of public fund businesses [5][7] - Tencent Licai Tong's initiative represents a significant step towards a more interactive and effective investor education model, contributing to a healthier investment environment [6][7] Group 4 - The public fund industry is undergoing a transformative reform aimed at enhancing quality and shifting from a scale-driven approach to a more in-depth focus on investor needs [7][8] - Tencent Licai Tong is adopting a comprehensive advisory service model that emphasizes product selection, adaptation, education, and investor support to facilitate rational decision-making [7][8] - The platform has reported a high user satisfaction rate, with 97% of users experiencing positive returns, and has generated significant profits for investors [8]
《股东来了》防非微短剧开拍啦! ——用“小故事”提醒您:守护财产安全
Quan Jing Wang· 2025-05-15 07:46
Group 1 - The core idea of the news is the launch of a micro-drama series titled "Anti-Fraud Micro-Drama" by the China Securities Investor Service Center and Yicai Media, aimed at enhancing investor education and awareness against illegal securities activities [1][2] - The "Shareholders Are Coming" initiative has reached nearly 30 million investors since 2018 through various formats, indicating its significance in investor education within the capital market [2] - The new micro-drama series represents an innovative continuation of the "Shareholders Are Coming" brand, aligning with national policies to combat illegal financial activities [2] Group 2 - The micro-drama series presents common illegal securities activities in a relatable storytelling format, making complex anti-fraud knowledge more accessible to the public [3] - An example episode illustrates the fraud process in high-yield stock recommendation groups, providing practical anti-fraud tips through a catchy "three checks and three don'ts" mnemonic [3] - The production team incorporates elements appealing to younger audiences, ensuring a balance between professionalism and entertainment, thereby enhancing the effectiveness of investor protection education [3]
515投资者保护日 | 开辟职业成长新赛道 东海基金荣获2025年度最佳投资者教育创新奖
Xin Lang Ji Jin· 2025-05-15 06:05
Core Viewpoint - The article highlights the announcement of the 2025 Investor Education Case Selection results by Sina Finance, with Donghai Fund's "Donghai Youth Lawyer Public Welfare Education Plan" winning the "Best Investor Education Innovation Award" [1] Group 1: Project Overview - The "Donghai Youth Lawyer Public Welfare Education Plan" is a collaborative initiative between Donghai Fund and Donghai Securities, aiming to create a new paradigm for investor education through cross-industry integration [3] - The project focuses on enhancing investors' risk recognition abilities and awareness of rights protection, establishing a legal framework for the capital market [4] Group 2: Innovative Approach - The plan breaks down industry barriers by creating a three-dimensional dialogue platform among financial practitioners, legal professionals, and investors [6] - It features quarterly themed salons and legal popularization events led by top young lawyers from Lujiazui Financial City, addressing cutting-edge topics such as securities law and personal information protection law [6] Group 3: Community Engagement - The unique "1+1+N" collaboration model demonstrates strong resource integration capabilities, extending educational services into communities through initiatives like "Financial Law into Communities" [8] - A dual-channel talent selection system is implemented, combining institutional recommendations and public recruitment to select legal advocates based on professional, public welfare, and communication capabilities [8] Group 4: Comprehensive Education Strategy - The plan aims to establish a four-dimensional promotion system encompassing professional dialogue, knowledge co-creation, deep dissemination, and scene penetration [10] - Regular closed-door seminars on hot topics like asset management regulations and consumer rights protection facilitate intellectual exchanges between academic experts and practitioners [10]
515投资者保护日 | 睿远基金荣获两项2025年度投资者教育大奖
Xin Lang Ji Jin· 2025-05-15 05:48
专题:515投资者保护!新浪财经2025年度投教案例评选结果公布 5月15日,新浪财经2025年度基金投教案例评选结果正式公布!睿远基金"睿见"读书会投教品牌荣获"最 具影响力投教项目奖","睿远基金投教漫画作品集"投教品牌则斩获"最佳投资者教育创新奖"。 据悉,睿远基金投教基地作为上海市证券期货投资者教育基地之一,积极响应监管号召,探索以通俗 化、趣味化的方式普及金融知识。 在此背景下,《睿远基金投教漫画作品集》应运而生,旨在通过原创漫画角色与故事场景,将复杂的投 资知识转化为大众易于理解的内容,引导投资者树立长期投资、价值投资理念,同时提升风险防范意 识。 远基金 | 投教基地 投资美好未来 为配合本次" 全国防范非法证 券期货基金宣传月 "的工作,睿远 基金投教基地特地制作了原创" 防 非漫画作品集"。 该作品集涵盖了许多与防范非法证券期货活动相 关的原创投教内容。例如场外配资、非法荐股、黑群、 黑 APP、股市黑嘴、违规基金推介等。 作品集通过漫 画故事的形式,生 动形象地向投资者 介绍了非法证券期 货活动的危害,帮 助投资者掌握识别 防范技巧,保护好 自身合法权益。 基金有风险 投资需谨慎 《睿远基 ...
515投资者保护日 | AI科普、防非直播!嘉实基金荣获2025年度最佳投资者教育创新奖与最具影响力投教项目奖
Xin Lang Ji Jin· 2025-05-15 05:35
Core Insights - The results of the 2025 Annual Investor Education Case Selection by Sina Finance were announced, with Harvest Fund winning two awards: "Best Investor Education Innovation Award" and "Most Influential Investor Education Project Award" [1] Group 1: Innovation in Investor Education - Harvest Fund demonstrated significant achievements in investor education innovation, showcasing two selected cases that excelled in content format and dissemination effectiveness [6] - The first case, titled "Curiosity Camp: DeepSeek Ignites China's 'Sputnik Moment' in AI," provided an in-depth analysis of the DeepSeek topic, covering data value, industry chain layout, and business model innovation, resulting in 29,000 views, over 520 shares, 30 comments, and 700 likes [7] - The second case, the "Anti-Fraud Comic Series," focused on illegal fundraising, summarizing concepts, self-protection measures, and common scams, particularly targeting the elderly, achieving 24,000 views, 20 shares, 12 comments, and 16 likes [7][8] Group 2: Impact of Investor Education - Harvest Fund's video "Which Pension Method is Most Reliable?" systematically explored various pension models, providing scientific planning advice, with 12,000 views, 11 shares, 14 comments, and 68 likes [8] - The "Anti-Fraud" themed live broadcast event titled "I Am Consultant: Protect Your Wallet and Have a Happy Year" educated investors on illegal fundraising characteristics and prevention methods, garnering 120,000 views, 23 shares, 236 comments, and 13,000 likes [9] - These innovative educational projects not only enhanced investors' financial literacy but also set a positive example for the industry, showcasing Harvest Fund's professionalism and sense of responsibility in investor education [9]
515投资者保护日 | 构建全维度内容生态体系 中信建投基金荣获2025年度最佳投资者教育创新奖
Xin Lang Ji Jin· 2025-05-15 05:25
Group 1 - The core viewpoint of the article highlights the announcement of the 2025 annual investor education case selection results by Sina Finance, where CITIC Construction Investment Fund's "Facing the Volatile Market" investor education brand won the "Best Investor Education Innovation Award" [1] Group 2 - CITIC Construction Investment Fund has developed a series of educational video cases titled "Facing the Volatile Market," creating a comprehensive content ecosystem through "high-frequency deep live broadcasts + fragmented content editing" [4] - The initiative includes regular live broadcasts by fund managers focusing on key investor concerns such as market volatility response strategies and product investment logic, transforming macro market logic into practical guides that are easy to understand and apply [5] - The case employs a dual-driven model of "normalizing investor companionship mechanism + real-time demand response system," establishing a new investor after-sales service model through frequent content output and real-time interaction [5] - The approach aims to help investors build a long-term investment framework by providing in-depth content analysis of market conditions and product investments, while also addressing frequent questions in the live broadcast comments section with actionable advice [5] - The operational paradigm emphasizes "precise demand capture, multi-platform matrix reach, and scenario-based solution output," enhancing investor emotional value and decision support during volatile markets [5]
515投资者保护日 | 寓教于乐、共融万家!国投瑞银基金荣获2025年度最佳投资者教育创新奖
Xin Lang Ji Jin· 2025-05-15 05:21
"金融知识,共融万家"是我们投教活动的初衷,从集团员工服务节到深圳多个社区,再以第39个国家志 愿者日为承载,走进上海北外滩街道开展的为民服务活动,赋予投教工作更多意义。我们积极探索线下 社区活动的开展方式,以个人养老金科普为主线,加入金融反诈宣传,不断创新线下玩法,提高居民的 参与兴趣与热情。以答题作为科普入口,夹杂互动小游戏,增加活动乐趣。从纸质抽题到线上扫码关 注"国投瑞银基金投资者教育公众号"随机跳转答题,实现技术的提升,给参与者更便利的体验。题目围 绕个人养老金定义与常见知识点、金融诈骗常见场景与防范措施,回答正确后可参与设计的小游戏。为 持续优化居民参与体验,我们将金融知识融入不同有趣热门的互动游戏,从套圈到冰壶、投壶、丢沙 包,再到大富翁,通过这些游戏,居民可以在轻松愉快的氛围中加深对金融知识的理解和记忆,从而达 到更好的科普效果。 专题:515投资者保护!新浪财经2025年度投教案例评选结果公布 5月15日,新浪财经2025年度基金投教案例评选结果正式揭晓!国投瑞银基金"金融知识·共融万家"投教 品牌荣获"2025年度最佳投资者教育创新奖"。 据悉,国投瑞银基金积极响应监管号召,以"提升全民金 ...