Group 1 - The core viewpoint of the article emphasizes the need for improved transparency in the public fund industry, particularly for actively managed equity funds, to enhance investor understanding and trust [1][2] - The action plan includes revising the information disclosure template for actively managed equity funds, focusing on presenting key performance metrics such as long-term returns over 3 and 5 years [1] - Funds will now clearly compare actual returns against their performance benchmarks, such as the CSI 300 index, allowing investors to see if the fund has met its targets [1][2] Group 2 - The new disclosure format will present information in a more readable and concise manner, highlighting critical aspects like performance quality and fee structures prominently [2] - This reform aims to eliminate the reliance on intuition when selecting funds, enabling investors to quickly assess fund performance, costs, and potential profitability [2] - Increased transparency is expected to foster a more accountable environment for fund companies, shifting the industry focus from scale to returns, thereby enhancing the overall quality of public funds [2]

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 #公募基金高质量发展# #新时代新基金新价值# 家人们！你买的基金未来稳不稳？其实早有方向标！《推动公募基金高质量发展行动方案》里的 "五个 坚持"，就是行业发展的 "指南针"，每一条都跟咱们的钱袋子息息相关！ 第四，坚持以投资者为本。这是最实在的一条！基金公司得把咱们的利益放首位，不盲目追规模，就看 大家实际赚没赚到钱！ 第五，坚持市场化、法治化。学国外好经验，更贴合中国实际，三年左右政策落地，未来理财环境更规 范、更透明！ 这五个 "坚持"，就是公募基金高质量发展的支柱，跟着走，咱们理财更安心！ MACD金叉信号形成，这些股涨势不错！ 责任编辑：石秀珍 SF183 第一，坚持党对金融工作的全面领导。基金行业跟着国家大战略走，支持实体经济、服务民生，咱们投 的钱有 "主心骨"，行业根基更稳！ 第二，坚持强监管、防风险。不是跟行业 "作对"，而是帮它 "守规矩"，杜绝歪门邪道，咱们踩 "坑" 的 概率大大降低！ 第三，坚持问题导向。看不懂基金信息、理财成本高？这些大家关心的问题，方案都会出实招解决，不 搞 "空架子"！ ...

责任编辑：石秀珍 SF183 MACD金叉信号形成，这些股涨势不错！ 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 ...

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"。 9月25日，惠升基金延续"走进校园"系列活动步伐，以"'新时代·新基金·新价值'走进校园——走进基金行 业"为主题，走进中央民族大学，将金融知识普及与高校人才培养深度融合，为学子搭建起了解基金行 业、提升金融素养的交流平台。 活动现场，惠升基金讲师围绕金融基础知识展开生动讲解。帮助学子建立对金融市场的基础认知；又聚 焦金融风险识别技巧，通过展示常见金融投资陷阱案例，引导学子树立理性投资观念与风险防范意识。 此外，讲师在分享中融入鲜活案例与通俗表达，让专业金融知识更易理解、更易吸收。 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 活动期间，惠升基金还向在场学子发放了精心编制的投教宣传材料，提升学子金融素养与风险防范能 力，进一步延伸金融知识学习的广度与深度。 未来，惠升基金将持续以《推动公募基金高质量发展行动方案》为指引，不断拓展"走进校园"系列活动 的覆盖范围与内容形式，深入更多高校场景传播投资知识， ...

责任编辑：石秀珍 SF183 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 MACD金叉信号形成，这些股涨势不错！ ...

Core Insights - The public fund industry is transitioning from scale-driven growth to value-driven high-quality development, influenced by global asset management adjustments and domestic capital market reforms [1] - The core competitiveness of public funds lies in their ability to balance long-term investor returns, optimize capital market resource allocation, and support national strategic implementation [1][2] - A systemic transformation is required, focusing on cognitive restructuring, capability upgrading, and ecological co-construction to address deep-seated development challenges [1][2] Cognitive Restructuring - Public funds serve as a professional bridge between capital and assets, with value creation rooted in a profound understanding of industry fundamentals [2] - Long-termism is essential for value creation, as public funds should focus on stabilizing market fluctuations and capturing long-term benefits from economic transitions [2] - The lack of investor satisfaction stems from some institutions deviating from long-termism, leading to a focus on short-term performance [2][3] Trust Rebuilding Mechanism - Establishing a symbiotic interest mechanism is crucial for rebuilding trust, emphasizing risk-sharing and profit-sharing [3] - A focus on management fees over returns erodes investor trust and hinders sustainable industry growth [3] - Professional value encompasses a comprehensive system of asset allocation, risk control, and investor education, essential for navigating market complexities [3] Capability Upgrading - Public funds must transition from scale advantages to value advantages through systematic innovations in service, mechanisms, and research [4] - Service upgrades should shift from product-centric to investor-centric approaches, focusing on empowering investors with long-term knowledge [4][5] - Mechanism reforms are necessary to align interests between managers and investors, promoting long-term assessments and market-driven fee structures [5] Long-term Development Pillars - Healthy ecosystems are vital for the high-quality development of public funds, with compliance as a baseline, culture as a core, and collaboration as a pathway [6] - Compliance ensures a balance between risk and value, necessitating transparent processes and innovative practices within regulatory frameworks [6] - A culture of long-termism and professional integrity should be cultivated to unify value consensus across the industry [6][7] Collaborative Development Path - The public fund ecosystem should foster a win-win community rather than a zero-sum competition, emphasizing value over price [7] - The future of the industry lies in enhancing value quality rather than merely expanding scale, focusing on protecting residents' wealth and stabilizing capital markets [7] - Public funds are encouraged to align with national strategies, ensuring that financial resources effectively support the core needs of the real economy [7]

Core Viewpoint - The public fund industry is transitioning from a scale-driven model to a value-driven high-quality development cycle, influenced by global asset management adjustments and domestic capital market reforms [1] Group 1: Industry Essence and Long-term Perspective - Public funds serve as a professional bridge connecting capital and assets, with value creation rooted in a deep understanding of industry essence [2] - Long-termism is fundamental for value creation, as public funds aim to smooth short-term market fluctuations and capture long-term benefits from economic transformation and industrial upgrades [2] - The current lack of investor satisfaction stems from some institutions deviating from long-termism, leading to a focus on short-term performance and increased volatility in investment styles [2] Group 2: Trust and Professional Value - A symbiotic mechanism of shared risks and rewards is essential for rebuilding trust in the public fund industry, emphasizing the need for a redefined fiduciary responsibility [3] - The core competitiveness of public funds lies in their professionalism, which encompasses asset allocation, risk control, and guiding investor cognition [3] Group 3: Capability Upgrade and Systematic Innovation - To transition from scale dividends to value dividends, public funds must innovate across service, mechanism, and research dimensions [4] - Service upgrades should shift from product-centric to investor-centric approaches, focusing on empowering investors with long-term understanding and rational expectations [4] - Mechanism reforms are necessary to align the interests of management and investors, promoting long-termism and shared benefits [5] Group 4: Long-term Development Pillars - Compliance is crucial for balancing risk and value, ensuring transparency and integrity in product design, fee structures, and information disclosure [6] - A culture of long-termism, professional integrity, and prioritizing investor interests is essential for fostering a shared value consensus within the industry [6] - Collaboration among industry players is vital for creating a win-win ecosystem, moving from price competition to value competition [7]

Core Viewpoint - The public fund industry is transitioning from scale-driven growth to value-driven high-quality development, influenced by global asset management adjustments and domestic capital market reforms [1][2][3] Group 1: Industry Transformation - The core competitiveness of public funds lies in their ability to balance long-term investor returns, optimize capital market resource allocation, and support national strategic implementation [1][2] - Long-termism is essential for value creation, as public funds should focus on capturing long-term benefits from economic transformation and industrial upgrades, distancing themselves from short-term speculation [2][3] - A trust-based benefit-sharing mechanism is crucial for rebuilding trust, requiring alignment of management fees with performance and long-term investor returns [2][3] Group 2: Professional Value and Capability Upgrade - The professional value of public funds encompasses asset allocation, risk control, and guiding investor cognition, addressing the challenges faced by ordinary investors [3][4] - Upgrading capabilities involves transforming service models from product-centric to investor-centric, focusing on long-term cognitive empowerment and rational return expectations [4][5] - The research and investment capabilities must evolve from short-term asset selection to a comprehensive system that balances risk and return across various market conditions [5][6] Group 3: Building a Healthy Ecosystem - Compliance is fundamental for balancing risk and value, ensuring transparency in product design, fee structures, and information disclosure [6][7] - A culture of long-termism, professional integrity, and prioritizing investor interests is essential for fostering a shared value consensus within the industry [6][7] - Collaboration among industry players is necessary to shift from zero-sum competition to a value-driven ecosystem, enhancing the overall quality of public funds [7]

Group 1 - The event titled "New Era, New Fund, New Value" aims to promote high-quality development of public funds and enhance financial literacy among students at Central University of Finance and Economics [1][2] - The initiative is part of a broader effort to implement the "Action Plan for Promoting High-Quality Development of Public Funds" and involves collaboration among multiple fund companies [1][3] - The event focuses on bridging the gap between theoretical knowledge and practical application in the finance industry, utilizing case studies and industry insights to engage students [1][2] Group 2 - Lecturers provided an overview of the public fund industry's history and significant measures, particularly the impact of the recent "Action Plan" on the industry and investors [2] - Common behavioral biases in investment decisions, such as "herding behavior" and "loss aversion," were discussed, along with methods to correct these biases through rational review and investment discipline [2][3] - The importance of early retirement planning was emphasized, with a focus on the domestic three-pillar pension system and comparisons to international retirement savings models [2][3] Group 3 - The advantages of target-date and target-risk funds were highlighted, guiding students on how to select appropriate retirement investment products based on their career plans and risk tolerance [3] - The event exemplifies a collaborative approach involving regulatory guidance, association hosting, institutional participation, media support, and public benefit [3] - Future initiatives will continue to promote financial education in more universities, aiming to instill rational thinking and professional perspectives in the next generation of finance professionals [3]

作为以主动权益能力著称的资产管理机构，汇添富基金始终注重对主动选股能力的长期锤炼，铸就了 独特的"选股专家"口碑。近年来，汇添富推行了一系列改革举措，与《行动方案》的指导方向高度契 合，这进一步坚定了公司的战略定力和发展信心；同时，今年正值汇添富成立20周年，《行动方 案》的出台更为公司优化改革措施、提升投研与服务水平，开启高质量发展新篇章，提供了明确指 引。 得益于 持续对投资理念的贯彻和对投研体系的升级，过去一年，汇添富在主动权益领域，有5只基金 实现业绩翻倍，最高涨幅超过200%，有20只基金涨幅超过70%，43只基金涨幅超过50%，进一步 提升了 在主动 选股 领域 的核心竞争优势。 2025年5月，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》），引 导公募基金坚持以投资者为本的发展理念，强化核心投研能力建设，并明确提出要 " 大力提升公募 基金权益投资规模与占比，促进行业功能发挥 " ，为行业高质量发展绘制了清晰蓝图。 站在全新的发展起点， 汇添富基金 将深刻把握政策导向，坚持以投资者利益为中心，持续完善投研 体系、加强团队建设、优化产品布局，坚定不移地发展主动权益投资，在 ...