投资者保护

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个人投资者撑起公募基金半壁江山 公募基金迈入高质量发展新篇章
Cai Jing Wang· 2025-05-15 06:01
中国证券投资基金业协会最新数据显示,截至2025年一季度末,我国公募基金管理规模32万亿元。总规模从2019年的 13万亿元增长到去年底的33万亿元。其中,以股票投资为主的权益类基金规模从2.3万亿元增长到8.2万亿元,权益类 ETF突破3万亿元。 近年来公募基金规模延续扩张,市场已经进入全新发展阶段。资金结构的变化业引发了个人与机构投资者偏好的明显 分化。 wind数据显示,截至2024年末,个人投资者持有公募基金16.7万亿份,份额占比为51.51%,机构投资者持有15.7万亿 份,占比46.11%。分类型来看,债券型基金主要由机构所持有占据多数份额。 值得一提的是,主动权益基金的个人投资者份额占比远超机构投资者,个人投资者持有普通股票基金份额占比 78.43%、持偏股混合基金份额占比86.89%、持平衡混合基金份额占比98.44%、持灵活配置基金份额占比74.29%。 2025年5月15日,是全国第七个"全国投资者保护宣传日"。 各地证监局、行业协会、金融机构联合来战投教活动,通过公益广告、短视频、案例分析等形式,向投资者普及证券 期货基础知识、防非反诈技巧及维权途径。 公募市场是一个有风险的专业化市场 ...
五个方面加强投资者保护,证监会最新发声
Sou Hu Cai Jing· 2025-05-15 05:56
5月15日,证监会在北京举办2025年"5·15全国投资者保护宣传日"活动。证监会副主席陈华平在活动致 辞时表示,近期上市公司年报披露收官,5400多家披露2024年年报的上市公司中,近七成宣布分红,合 计分红金额2.39万亿元,再创历史新高。证监会将继续加大政策支持力度,引导上市公司积极主动运用 现金分红、回购注销等方式回馈投资者,切实提升投资者的获得感。 近日,证监会发布《推动公募基金高质量发展行动方案》,市场反响很好。陈华平说,下一步要抓好落 实,强化基金公司与投资者利益绑定,着力解决基金"旱涝保收"等问题,丰富与中小投资者风险承受能 力相适配的产品,高质量服务居民财富管理的需要。 依法从严打击证券期货违法活动方面,证监会加快构建财务造假综合惩防体系,从严打击虚构业务、滥 用会计政策等恶性造假行为;坚持追"首恶",加大对造假公司大股东、实控人等直接责任人员的查处力 度;从严从快惩治违规减持,特别是绕道减持、变相减持等扰乱资本市场秩序的行为;集中力量打击内 幕交易、操纵市场等严重侵害中小投资者利益的违法行为,重拳整治非法荐股、非法代理维权等违法活 动,维护健康的市场生态。 支持受侵害投资者依法维权方面,去 ...
515投资者保护日 | 走进成都信息工程大学线下活动!金鹰基金荣获2025年度投教项目优秀实践奖
Xin Lang Ji Jin· 2025-05-15 05:42
Core Viewpoint - The 2025 Annual Fund Investor Education Case Selection results were announced, with Jinying Fund's offline event at Chengdu University of Information Technology winning the Excellent Practice Award for investor education projects in 2025 [1] Group 1: Event Overview - The event was held in April 2024, aimed at addressing the increasing pension pressure faced by university students in the context of China's aging population [4] - Jinying Fund provided an engaging offline activity that was easy to understand and applicable for the university faculty and students [4] Group 2: Educational Impact - The event helped students gain a deeper understanding of the current state of pension development in China and established correct investment and financial planning concepts [5] - Jinying Fund delivered presentations on topics such as "Young People Should Pay Attention to Personal Pension" and "Pension Investment Product Solutions," followed by an interactive Q&A session [7] Group 3: Reception and Influence - The event received widespread attention and positive feedback from the faculty and students at Chengdu University of Information Technology, creating a lively interactive atmosphere [9] - The activity was widely reported by various media outlets, enhancing the influence of investor education initiatives [9]
515投资者保护日 | 中信保诚基金“共创财富行”荣获2025年度投教项目优秀实践奖
Xin Lang Ji Jin· 2025-05-15 05:25
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!中信保诚基金"共创财富行"投教品牌荣 获"2025年度投教项目优秀实践奖"。 在生态共建方面,中信保诚基金于2023-2024年加入多家主流媒体投教联盟,借助媒体力量扩大投教影 响力,并开展"金融知识进高校"活动,推动金融教育与学术研究深度融合,为行业培养专业人才。 2、专业团队赋能:组建跨条线专家讲师团,引入中信集团及外部资深人士,提升内容深度与广度。 据悉,中信保诚基金自2005年成立以来,始终以"卓越投资管理,赋能美好生活"为愿景,将投资者长期 回报与获得感作为核心战略,持续完善投教服务体系。 3、多元传播矩阵:融合图文、视频、直播等形式,联动主流媒体拓展传播覆盖面,深入社区、学校强 化线下触达。 在创新内容方面,中信保诚基金通过服务模式的优化,实现了线上"投资π"直播品牌与短视频矩阵的持 续打造,同时线下开展"共创财富行"等特色活动,形成了"云端+场景"服务闭环,实现线上线下无缝衔 接。同时,针对市场波动,建立了"一对一"基金健诊服务通道,为投资者提供精准、及时的个性化服 务 ...
515投资者保护日 | 多维举措话养老!国泰基金荣获2025年度最具影响力投教项目奖
Xin Lang Ji Jin· 2025-05-15 05:10
Group 1 - The core viewpoint of the article highlights the recognition of Guotai Fund's "Fund Industry Talks about Pension" educational initiative, which won the "Most Influential Educational Project Award" for 2025 [1] - Guotai Fund actively responds to the China Securities Investment Fund Association's call for pension education, leveraging its strengths to explore new promotional formats and contribute to a harmonious pension environment [4] Group 2 - Online, Guotai Fund employs various innovative methods for promotional activities, including two live broadcasts of "Year Year Has Surplus" with a total viewership of 268,500, and five episodes of "Pension Classroom" short videos aimed at educating investors [5] - The fund also publishes articles on mainstream and self-media platforms, providing pension investment insights and advice for young people, including a tax-saving guide for personal pensions [5] - Guotai Fund launched the "Taike Talk" podcast series focusing on "Stable Investment," which produced 10 episodes in 2024 and attracted nearly 25,000 listeners, making complex financial knowledge accessible to ordinary investors [7] Group 3 - Offline, Guotai Fund engages with communities, organizations, enterprises, and universities to promote pension knowledge, conducting 15 anti-fraud activities for the elderly and hosting educational lectures on pension industry awareness [11] - The "Guotai Min'an Line" offline investment strategy meetings aim to educate investors about their rights and promote rational participation in the capital market [13]
515投资者保护日 | 融合“产研学”!财通资管荣获2025年度投教项目优秀实践奖
Xin Lang Ji Jin· 2025-05-15 05:10
Group 1 - The core viewpoint of the article highlights the recognition of the "Zhi You Dao" financial education brand by Caitong Asset Management, which won the "2025 Excellent Practice Award" for investor education projects [1] - The increasing participation of the "post-00s" generation in the capital market drives the need for financial knowledge and understanding of the financial industry [4] - Caitong Asset Management collaborates with Zhejiang University to launch the "Zhi You Dao" financial practical classroom, aiming to cultivate rational investment concepts and enhance career competitiveness among students [5] Group 2 - The "Zhi You Dao" classroom integrates theory and practice through immersive and interactive teaching methods, having completed 14 sessions since its launch in October 2023 [7] - The curriculum covers various modules including public funds, securities asset management, and macro strategies, with experienced professionals as instructors [7] - The classroom emphasizes the importance of value guidance and promotes sustainable development concepts in the financial industry among young people [8] Group 3 - The classroom has received positive feedback, with over 300 students from Zhejiang University participating, enhancing its reputation and influence [8] - Caitong Asset Management aims to expand the reach of the "Zhi You Dao" classroom to more universities and diversify the course offerings [8] - The company is committed to fulfilling its social responsibility by promoting long-term and rational investment concepts and integrating financial education into the national education system [8]
证监会:抓紧出台深化科创板和创业板改革的一揽子政策措施
Feng Huang Wang· 2025-05-15 04:48
支持受侵害投资者依法维权 推进证券期货纠纷多元化解 陈华平表示,支持受侵害投资者依法维权,推进证券期货纠纷多元化解。去年,在最高人民法院大力支 持下,金通灵、美尚生态两单特别代表人诉讼启动,并已取得新的进展。我们将继续深化与司法机关的 沟通协作,推动构建特别代表人诉讼常态化工作机制,推动证券代表人诉讼依法、稳慎、高效开展,进 一步发挥特别代表人诉讼集约化解群体性纠纷的制度作用;深入践行新时代"枫桥经验",充分发挥调解 在纠纷化解中的基础性作用;在法律框架下积极引导支持有意愿、有能力的经营主体在证券虚假陈述案 件中先行赔付适格投资者;进一步发挥行政执法当事人承诺制度及时有效救济投资者的功效;并充分发 挥证券期货律师作用,为中小投资者提供公益性法律援助,从源头上化解矛盾纠纷,维护市场和谐稳 定。 从严从快惩治违规减持 特别是绕道减持、变相减持等扰乱资本市场秩序的行为 证监会副主席陈华平在2025年"5·15全国投资者保护宣传日"活动上表示,证监会始终践行金融为民理 念,全面启动实施新一轮资本市场改革、推动资本市场高质量发展,抓紧出台深化科创板和创业板改革 的一揽子政策措施,进一步增强制度的包容性、适应性,加力支持 ...
证监会副主席陈华平:\t强化基金公司与投资者利益绑定,着力解决基金“旱涝保收”等问题
news flash· 2025-05-15 04:33
Core Viewpoint - The China Securities Regulatory Commission (CSRC) aims to enhance the binding of interests between fund companies and investors, addressing issues such as the "guaranteed returns" of funds and promoting high-quality development in the public fund sector [1] Group 1: Regulatory Initiatives - The CSRC has released an action plan to promote high-quality development in public funds, which has received positive market feedback [1] - The focus will be on implementing measures that strengthen the alignment of interests between fund companies and investors [1] Group 2: Investor Protection - There is an emphasis on developing products that match the risk tolerance of small and medium investors, catering to the needs of wealth management for residents [1] - The CSRC plans to hold securities companies and sales institutions accountable, urging them to improve governance and compliance risk control capabilities [1] Group 3: Investor Education and Engagement - Continuous optimization of investor services is a priority, with strict enforcement of investor suitability regulations to ensure that investors fully understand product risks [1] - The initiative promotes rational and long-term investment strategies among investors [1]
陈华平副主席在2025年“5·15全国投资者保护宣传日”活动上的致辞
证监会发布· 2025-05-15 04:32
Core Viewpoint - The article emphasizes the importance of protecting investors, particularly small and medium-sized investors, as a core task of the China Securities Regulatory Commission (CSRC) and highlights ongoing efforts to enhance investor protection mechanisms and promote high-quality development in the capital market [1][2]. Group 1: High-Quality Development of Capital Market - The CSRC is committed to promoting high-quality development in the capital market as a foundation for effective investor protection, implementing a new round of reforms, and enhancing policies to support technology innovation and new productive forces [2]. - In the recent annual report disclosures, over 70% of more than 5,400 listed companies announced dividends totaling 2.39 trillion yuan, setting a new historical record [2]. Group 2: Improvement of Investor Protection Mechanisms - The legal framework is crucial for investor protection, and the CSRC is actively involved in drafting financial laws and revising regulations to strengthen the legal basis for protecting investor rights [3][4]. - A new mechanism for reviewing major policy regulations concerning small and medium-sized investors has been established to ensure transparency and fairness in rule-making [4]. Group 3: Development of Securities and Fund Institutions - The CSRC has released an action plan to promote the high-quality development of public funds, aiming to align the interests of fund companies with those of investors and enhance the quality of investor services [4]. - There is a focus on improving the governance and compliance capabilities of securities companies and sales institutions to better serve investors [4]. Group 4: Strict Enforcement Against Violations - The CSRC is committed to a rigorous regulatory approach, enhancing the standardization of enforcement and precision in punishing violations, particularly in cases of financial fraud and insider trading [5]. - Efforts are being made to combat illegal activities that harm small and medium-sized investors, including illegal stock recommendations and unauthorized agency rights protection [5]. Group 5: Support for Investor Rights Protection - The CSRC is working to establish a mechanism for representative litigation to facilitate collective dispute resolution for investors, in collaboration with judicial authorities [6][7]. - There is an emphasis on providing legal assistance to small and medium-sized investors to resolve conflicts and maintain market stability [7]. Group 6: Ongoing Commitment to Investor Protection - The CSRC recognizes investor protection as a long-term and systematic task, pledging to continue enhancing the effectiveness of investor protection measures and building consensus among various stakeholders [8].
券商大动作!来看最新投保投教形式……
券商中国· 2025-05-15 04:29
5月15日,一年一度的全国投资者保护宣传日来袭。 券商中国记者采访多家券商发现,今年券商5·15活动遍布全国各地,活动形式与内容较往年更为丰富、新颖,包括 防非金融电影、走进高校、投保脱口秀、与植物园联动打造投教实体等等。 此外,券商中国记者还观察到,近年来,不少券商不断强化投资者权益保护体系建设,例如不少券商设置投保专职 部门,并加强了对员工投保工作的考核。此外,券商投保投教工作呈现更为注重精准投教、科技赋能等趋势。 形式不断翻新!券商5·15活动遍布全国 国泰海通证券 今年的5·15活动阵容庞大,公司国家级投资者教育基地联合各省级基地、各分支机构打造 了"1+6+100+X"活动。具体而言,包括1场全国投资者保护宣传专项活动启动仪式;"5·15党建引领,金融为民""5·15 防非大使"等6个主题IP行动;制作《世界著名防非大使》宣传片,在央视播出,同时开展"百城千屏"联合宣传行动; 以及联合全国分支机构举办走进上市公司、走进社区、走进校园、走进园区、走进楼宇、走进乡村等两百余场全国 性特色活动。 据国泰海通证券相关负责人介绍,今年公司5·15活动形式新颖,颇具趣味性,例如在"5·15防非大使"行动中,组织 ...