Core Insights - The essence of the "sweet and salty zongzi debate" is a competition of consumer preferences, while the futures market's long-short confrontation represents capital's expectations for the future, indicating a fundamental connection between the two [1] Group 1: Investment Education Innovation - Wukuang Futures is combining the two concepts through a "Zongzi Strategy" to create an innovative investor education experiment, using taste experiences to break down complex terms and convey hard knowledge in relatable life scenarios [1][7] - The company has utilized six types of zongzi as vehicles to transform futures strategies into "perceptible knowledge" [3] Group 2: Futures Strategies and Analogies - The alkaline zongzi represents hedging strategies, where the balance of sweet and salty flavors mirrors the "risk offset" logic of holding opposite positions to lock in processing profits and hedge against single asset volatility [3] - The honey date zongzi symbolizes the leverage principle, where a small date can lead to significant risk leverage, akin to the dual-edged nature of leveraged trading [3] - The company emphasizes that new investors should set stop-loss lines and keep positions within 20% to manage high risks associated with high returns [3] Group 3: Broader Investment Concepts - The eight-treasure zongzi corresponds to asset allocation, using eight ingredients to illustrate a diversified investment portfolio [6] - The fresh meat zongzi represents delivery standards, emphasizing quality control similar to the strict regulations of futures contracts regarding commodity quality [6] Group 4: Accessibility of Financial Knowledge - Wukuang Futures' approach aims to democratize knowledge, proving that professional content can be both engaging and rigorous, thus providing new solutions for investor education [7] - Feedback from clients indicates that financial knowledge has become more accessible, allowing novice users to participate in professional discussions [6][7]

Core Insights - The article highlights the increasing prevalence of illegal stock recommendation schemes intertwined with telecom fraud, showcasing how even experienced investors can fall victim to such scams [1][2][3] - It emphasizes the tactics used by fraudsters, including the creation of false identities and the use of social media platforms to lure investors into fraudulent schemes [4][5][6] Group 1: Case Studies of Fraud - An investor named Chen paid 188,000 yuan as a "tuition fee" to a self-proclaimed financial expert with millions of followers, only to incur losses exceeding 4.1 million yuan within six months [2][3] - Another investor, Yuan, was lured by a low-cost stock course on Douyin, which led to a series of manipulative tactics resulting in a loss of 882,000 yuan after being charged excessive withdrawal fees [4][5] - A third investor, Li, experienced a similar fate after purchasing a training course, leading to further losses and an inability to obtain a refund due to the platform's lack of legitimate qualifications [5][6] Group 2: Tactics of Fraudsters - Fraudsters utilize various platforms such as WeChat, Weibo, and Douyin to disseminate misleading stock information and attract potential victims [6][7] - They often create a façade of legitimacy by establishing groups and communities where they can manipulate perceptions and encourage participation in their schemes [2][3] - The article outlines five primary methods of illegal stock recommendations: social media, phone and text scams, online live broadcasts, stock trading software, and training courses [6][7] Group 3: Prevention Measures - The Sichuan Securities Regulatory Bureau advises investors to be vigilant and conduct thorough checks on institutions, personnel, business practices, and accounts to avoid falling victim to scams [8] - The recommended approach includes the "Four Checks and Four Nos" strategy, which emphasizes verifying the legitimacy of entities and refraining from engaging with suspicious offers [8]

Group 1 - The core event involved Minmetals Futures conducting lectures on "Application Practices of Black Industry Derivatives" and "Application of Lithium Carbonate Industry Futures" at the University of International Business and Economics, aimed at educating and protecting investors [1][6] - The lectures featured insights from industry professionals, including Chen Bingkun and Jiang Quan, who provided a blend of theoretical depth and practical value to students [1][6] Group 2 - In the "Application Practices of Black Industry Derivatives" session, Chen Bingkun discussed the development of the Sino-US black industry chain and the critical role of financial derivatives in international market rule-making [3] - He introduced a price analysis framework based on industry cycles, macro policies, and economic operation laws, sharing practical methods for risk management, capital allocation, and trading strategy formulation [3] - Techniques such as spread resonance and dynamic position management were revealed, showcasing the investment wisdom of professional institutions [3] Group 3 - In the "Application of Lithium Carbonate Industry Futures" session, Jiang Quan analyzed the entire lithium element industry chain, emphasizing the strategic position of lithium carbonate as a core material for new energy vehicles and ternary lithium batteries [5] - He discussed the rapid expansion of market scale and the inherent logic behind price volatility, along with the operational mechanisms of lithium carbonate futures contracts [5] - Jiang Quan shared practical skills for risk assessment and hedging strategy design, based on years of experience serving real enterprises, focusing on the core goals of "locking in profits" and "optimizing profits" [5] Group 4 - The initiative reflects Minmetals Futures' commitment to integrating industry and education, fostering financial talent, and enhancing the rational investment level in the market [6] - The company plans to deepen cooperation with universities and conduct more diverse investor education activities to cultivate well-rounded financial professionals and contribute to a healthy, stable, and sustainable financial market environment [6]

Core Viewpoint - Recently, Shanghai Stock Exchange announced the results of the 2024 annual member investor education and protection work evaluation, where Shenwan Hongyuan Securities won seven awards, highlighting its leading position in promoting investor education and protecting investor rights [2] Group 1: Achievements in Investor Education - Shenwan Hongyuan Securities received awards such as "Special Award for Investor Education in Colleges" and "Special Award for Member Cooperation in Investor Education Activities," showcasing its commitment to integrating investor education into national education [2] - The company has established a regular cooperation mechanism with over a hundred universities, including Fudan University and Shanghai Jiao Tong University, to bring systematic and professional financial knowledge to campuses [2] Group 2: Activities and Initiatives - In the "I Am a Shareholder" initiative, the company organized visits for investors to listed companies across more than ten provinces and cities, including Shanghai and Shenzhen, to encourage small and medium investors to actively exercise their rights [2] - The "Member Cooperation Investor Education Activities" involved collaboration with exchanges and communities, focusing on themes like "serving investors for shared high quality," conducting online lectures and community presentations, reaching over ten thousand participants [2] Group 3: Future Plans - Shenwan Hongyuan Securities aims to continue providing more professional and considerate educational services to investors, contributing to the high-quality development of the capital market [2]

5月21日，北交所联合广东证监局在中泰证券广州投资者教育基地开展广东辖区北交所投资者座谈会， 传递资本市场最新政策导向，介绍北交所市场运行情况，同时，就加强投资者权益保护、促进北交所市 场高质量发展充分听取诉求和意见建议，面对面回应中小投资者关切问题，进一步畅通沟通渠道，提振 投资者信心。 5月21日，北交所投教基地走进平安证券广州北交所投资者服务e站，充分听取一线工作人员对服务e站 建设、北交所市场建设的意见建议。 5月22日，北交所在国信证券深圳分公司北交所投资者服务e站召开"直达服务行千里 理性投资进万 家"——北交所投教工作座谈交流会，邀请部分深圳辖区券商投教负责人共同探讨针对投资者需求分层 分类开展北交所投教投服工作的优秀做法，收集对于北交所市场发展建设及投资者教育服务工作意见建 议，进一步增强北交所投资者教育服务的精准性、有效性。 新京报贝壳财经讯(记者张晓翀)5月29日，记者从北京证券交易所（简称"北交所）获悉，近日北交所举 办投资者服务广东站活动。 5月16日至19日，北交所投教基地分别联合中金财富证券、国泰海通证券，在中金财富证券深圳北交所 投资者服务e站、国泰海通广州北交所投资者服务e站， ...

【编者按】 为积极落实证监会 " 全国防范非法证券期货基金宣传月 " 相关工作要求， 中国证券投 资基金业协会与中国证券报联合制作发布短视频宣传私募基金管理人登记和私募基金备案信息 公示页面、从业人员资格注册信息公示页面和私募基金信息披露备份系统，引导投资者学习查 询机构、人员资质和信息披露的渠道，提示投资者强化风险防范意识和自我保护能力。 免责声明 本文仅为投资者教育之目的而发布，不构成任何投资建议。投资者据此操作，风险自担。 中国证券投资 基金业协会力求本文所涉信息准确可靠，但并不对其准确性、完整性和及时性做出任何保证，对因使用 本文信息引发的损失不承担责任。 ▲ 向上滑动阅览【 免责声明】 本材料文字及图片版权归原创方或原作者所有，上海重阳投资管理股份有限公司（简称"重阳投资"）转载 文章已获原创方或原作者授权。 本材料内容仅代表原创方或原作者的分析、推测与判断，登载于此仅出于传递信息和投资者教育之目的， 并不意味着重阳投资赞同其观点或证实其描述，也不代表重阳投资与原创方或原作者有任何代理或合作关 系。对本文以及其中全部或者部分内容、文字的真实性、完整性、及时性，重阳投资不作任何明确或隐含 的声明或保证 ...

【编者按】 为积极落实证监会 " 全国防范非法证券期货基金宣传月 " 相关工作要求， 中国证券投 资基金业协会与中国证券报联合制作发布短视频宣传私募基金管理人登记和私募基金备案信息 公示页面、从业人员资格注册信息公示页面和私募基金信息披露备份系统，引导投资者学习查 询机构、人员资质和信息披露的渠道，提示投资者强化风险防范意识和自我保护能力。 免责声明 本文仅为投资者教育之目的而发布，不构成任何投资建议。投资者据此操作，风险自担。 中国证券投资 基金业协会力求本文所涉信息准确可靠，但并不对其准确性、完整性和及时性做出任何保证，对因使用 本文信息引发的损失不承担责任。 ▲ 向上滑动阅览【 免责声明】 本材料内容仅代表原创方或原作者的分析、推测与判断，登载于此仅出于传递信息和投资者教育之目的， 并不意味着重阳投资赞同其观点或证实其描述，也不代表重阳投资与原创方或原作者有任何代理或合作关 系。对本文以及其中全部或者部分内容、文字的真实性、完整性、及时性，重阳投资不作任何明确或隐含 的声明或保证，且不承担信息传递的任何直接或间接责任。相关信息仅供参考，不构成广告、销售要约， 或交易任何证券、基金或投资产品的建议。本材料 ...

Core Viewpoint - The futures industry plays a crucial role as a "stabilizer" in the face of complex international environments and commodity market fluctuations, aiming to support the real economy by providing effective risk management solutions through innovative service models [1][2]. Group 1: Current Challenges in Futures Market - Despite significant growth in China's futures market, there remains a mismatch between the supply quality of futures services and the diverse needs of the real economy, indicating substantial potential for improvement [3]. - The participation of small and medium-sized enterprises (SMEs) in the futures market is notably low, with only about 40,000 SMEs served by risk management companies out of over 50 million SMEs in China, highlighting a significant gap [2][3]. - Key barriers to participation include unclear tax policies, limited state-owned enterprise involvement, and challenges such as insufficient professional teams, high capital costs, and complex accounting processes [2][3]. Group 2: Strategic Initiatives for Improvement - The company aims to enhance specialized service capabilities across various industries, providing tailored risk management solutions and improving customer engagement through digital tools [4][5]. - There is a focus on diversifying business structures by integrating on-exchange and off-exchange services, enhancing product design, and better meeting the customized risk management needs of industrial clients [4][5]. - The company plans to offer competitive international market risk management services to support domestic enterprises in their global expansion efforts, ensuring effective risk mitigation [5][6]. Group 3: Innovative Solutions for SMEs - The company has introduced innovative options tools to address challenges faced by oilseed enterprises, resulting in significant cost savings and improved operational efficiency [6]. - A rights-based trading model has been implemented to assist alloy enterprises in managing inventory pressures, leading to increased revenue per ton and improved cash flow [6]. - The company emphasizes the importance of deepening the integration of finance and industry, focusing on the specific needs of enterprises to contribute to high-quality economic development [6]. Group 4: Investor Education Initiatives - The company has developed a three-dimensional investor education system to help enterprises better understand and utilize risk management tools, combining online resources, brand activities, and targeted services [7][8]. - Innovative educational methods, such as interactive online platforms and practical training sessions, have been employed to lower the barriers to learning about futures trading [7]. - A professional service team has been established to provide customized training and ongoing support to over 500 enterprises, enhancing their risk management capabilities [7][8].

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 ...