投资者教育
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投教宣传“河北资本市场高校行”走进河北金融学院
Zheng Quan Ri Bao Wang· 2025-12-04 12:45
Core Viewpoint - The event aims to enhance financial literacy among university students in Hebei and strengthen the influence of the Hebei capital market through collaboration among regulatory bodies, educational institutions, and industry players [1][2]. Group 1: Event Overview - The Hebei Securities Regulatory Bureau, in collaboration with the China Securities Association and Caida Securities, conducted a series of investor education activities at Hebei Financial University [1]. - Key figures, including the Secretary of the Hebei Securities Regulatory Bureau and the Secretary of the Hebei Financial University, emphasized the importance of nurturing young talent for the capital market [1]. Group 2: Objectives and Future Plans - The event's objectives include integrating resources from the industry and academia to improve financial literacy and create a collaborative educational environment [1]. - A memorandum was signed to establish long-term cooperation in areas such as investor education, curriculum development, and internship opportunities [2]. - Future plans involve continuing the "Capital Market Lecture Series" at local universities and enhancing students' understanding of capital market policies and developments [2].
河北证监局:投教宣传进校园 赋能河北资本市场发展
Zhong Zheng Wang· 2025-12-04 12:45
Group 1 - The event "Hebei Capital Market University Outreach" aims to enhance financial literacy among university students and strengthen the influence of Hebei's capital market [1][2] - The Hebei Securities Regulatory Bureau highlighted the achievements of the capital market over the past 30 years and its role in supporting national strategies, emphasizing the need for collaboration to cultivate young talent in finance [1] - The signing of the "Securities and Futures Investor Education Campus Cooperation Memorandum" marks a commitment to long-term collaboration in investor education, curriculum development, internship opportunities, and resource sharing among the involved parties [2] Group 2 - The event included a lecture on "Capital Market Reform and Development" and a recruitment drive by nearly 40 market entities, receiving positive feedback from students and faculty [2] - Future plans involve continuing the "Capital Market Lecture Series" at Hebei universities, offering related courses, and inviting industry experts to enhance students' financial knowledge and risk identification skills [2]
投教宣传进校园,赋能河北资本市场发展
Qi Huo Ri Bao· 2025-12-04 10:45
Group 1 - The event "Hebei Capital Market University Tour" aims to enhance financial literacy among university students and strengthen the influence of Hebei's capital market [1][2] - The Hebei Securities Regulatory Bureau highlighted the achievements of the capital market over the past 30 years and emphasized its role in supporting national strategies and modernization [1] - The collaboration between the Hebei Securities Regulatory Bureau, China Securities Association, and financial institutions aims to cultivate young talents who understand policies and maintain professional standards [1] Group 2 - A memorandum of cooperation was signed to establish long-term collaboration in investor education, curriculum development, internship opportunities, and resource sharing [2] - The event included a lecture on "Capital Market Reform and Development" and a recruitment drive involving nearly 40 market entities, receiving positive feedback from students and faculty [2] - Future plans include ongoing "Capital Market Lectures" at local universities to enhance students' financial literacy and risk identification skills [2]
国信证券白沙泉投资者教育基地荣获杭州市人民政府集体二等功
Xin Lang Cai Jing· 2025-12-04 06:10
来源 国信头条 近日,杭州市人民政府办公厅公布了打击治理电信网络诈骗违法犯罪工作行政奖励名单,国信证券白沙 泉投资者教育基地(以下简称"投教基地")凭借在反诈工作中的优秀表现,荣获杭州市人民政府集体二 等功。这一荣誉不仅是对国信证券白沙泉投资者教育基地投教反诈工作的褒奖,更是对国信证券积极履 行社会责任、践行金融工作的政治性和人民性的肯定。 国信证券白沙泉投资者教育基地由国信证券联合西湖区白沙泉并购金融街区管委会共同建设,是中国证 监会授牌的全国证券期货投资者教育基地。 一直以来,国信证券高度重视投资者教育工作,将投资者教育与防范电信网络诈骗工作深度融合,投教 基地协同国信证券各下辖营业网点积极投身于反诈宣传工作,经过不懈努力与探索,成功构建了一套切 实可行、行之有效的反诈"三道防线"。 第一道防线 普适性反诈宣传"面面俱到" 自2019年起,国信证券投教基地就开始不断探索多元化触达公众的投教反诈形式,力求以群众"看得 见、容易懂、记得住、好接受"的方式,面向社会公众开展普适性反诈宣传活动。 在这一过程中,投教基地在国信证券内部培养并成立了一支公益反诈讲师队伍,形成"人人都是宣讲 员"的浓厚氛围。这些公益反诈 ...
“广期所云课堂”栏目正式上线
Qi Huo Ri Bao Wang· 2025-12-04 02:13
自首个品种上市以来,广期所高度重视市场投资者特别是中小投资者的培训服务,截至今年11月末已举 办80余期"新能源·向未来"视频培训,通过普及基础知识、品种现货知识,以及针对投资者关注的话题 对合约及业务规则开展深度解读,帮助广大投资者增强风险识别和理性参与能力。 下一步,广期所将持续建设完善"广期所云课堂"平台,不断丰富投教内容,创新投教形式,引导投资者 理性参与市场,为期货市场的稳健发展营造良好环境。(齐宣) 本报讯 为了增强投资者教育的针对性、有效性,积极发挥投资者教育在投保工作中的基础性作用,近 日广期所在官网正式上线"广期所云课堂"栏目。 据了解,"广期所云课堂"旨在打造集培训直播、培训视频课堂资源库于一体的综合性投教平台,首批将 上线31个培训视频,为投资者提供灵活、便捷的学习途径。 ...
夯实文化软实力 积极履责显担当 | 招商证券党委书记、董事长霍达:以“陪伴式”投教助力夯实资本市场根基
Zhong Guo Zheng Quan Bao· 2025-12-02 23:35
编者按 日前,党的二十届四中全会审议通过"十五五"规划建议,明确提出"优化金融机构体系,推动各类金融 机构专注主业、完善治理、错位发展",这为包括证券公司在内的金融机构实现高质量发展指明了方 向。近年来证券公司在持续强化经营数据等"硬指标"的同时,纷纷发力文化建设并积极承担社会责任, 不断夯实"软实力",实现经营效益和社会效益双丰收。 为学习宣传贯彻党的二十届四中全会精神,中国证券报联合中国证券业协会推出"夯实文化软实力 积极 履责显担当"系列专题报道,旨在通过分享证券公司在加强文化建设以及服务经济、社会、环境和谐发 展方面的典型案例与先进经验,体现证券公司近年来在培育中国特色金融文化、践行行业文化理念、履 行社会责任的积极成效,共同推动证券行业高质量发展。本篇为系列报道第十六篇。 治国有常,利民为本。党的二十届四中全会体现了以人民为中心的立场。全会强调,"十五五"时期经济 社会发展必须坚持人民至上,以满足人民日益增长的美好生活需要为根本目的,加大保障和改善民生力 度,扎实推进全体人民共同富裕。 招商证券(600999)党委书记、董事长霍达日前在接受中国证券报记者专访时表示,实现人民对美好生 活的向往是中国式 ...
同心共育新英才,启航期市新未来
Jin Rong Jie· 2025-11-27 15:33
在互动交流环节,同学们踊跃提问,问题涵盖期货交易的实际操作及个人职业规划等多个方面。罗军老 师对每个问题都给予了耐心、细致的解答,并结合行业发展趋势提供了中肯的建议。现场气氛活跃,思 想的碰撞擦出了不少智慧的火花。 本次活动的圆满成功,是兴业期货积极履行社会责任、纵深推进投资者教育工作的一个生动注脚。展望 未来,兴业期货将持续践行金融机构的社会责任,矢志不渝地发挥在衍生品领域的专业所长,进一步探 索多元化投教新模式,努力拓展国民金融教育的广度与深度。我们愿继续与社会各界携手同行,凝聚合 力,共同为中国资本市场的稳健运行培育丰厚的理性土壤,为塑造健康金融文化注入不竭的"兴业"动 能。 为深入贯彻落实投资者教育纳入国民教育体系的政策要求,提升大学生金融素养和风险防范意识,2025 年11月20日,由宁波大学商学院与宁波市证券期货业协会联合主办、兴业期货有限公司承办的"投资者 教育进高校"宣讲活动在宁波大学商学院成功举办。本次活动吸引了商学院金融相关专业同学积极参 与。 随着我国资本市场的不断深化发展,期货及衍生品市场在资源配置和风险管理中发挥着日益重要的作 用。高校学生作为未来金融市场的重要参与者,树立正确的投资 ...
相声说唱、Citywalk等齐上阵,券商投教也“破圈”
Mei Ri Jing Ji Xin Wen· 2025-11-27 13:31
Core Viewpoint - The rise of illegal securities activities in China is prompting a significant shift in investor education strategies among brokerages, emphasizing the integration of technology and innovative educational products to combat fraud and enhance investor awareness [1][3][5]. Group 1: Illegal Activities and Risks - The China Securities Association has publicly announced 15 warnings regarding illegal brokerage activities, highlighting the prevalence of fake brokers, inducements to download illegal apps, and high-yield scams [1][3]. - Four main types of illegal activities have been identified: impersonation of brokers, inducement through social media and live streaming, financial fraud requiring transfers to private accounts, and secondary scams promising recovery of lost funds [3][4]. Group 2: Investor Education Strategies - With over 22 million new investors entering the market, brokerages are focusing on enhancing investor education to address the lack of experience and susceptibility to irrational behaviors among new entrants [2][5]. - Brokerages are employing a dual system of "technical monitoring + manual inspection" to detect illegal activities and provide timely responses to investor inquiries [5][6]. Group 3: Innovative Educational Products - Brokerages are moving away from traditional educational methods, creating engaging and relatable content that resonates with different investor demographics, such as using local art forms and modern music styles [7][8]. - Innovative initiatives like "Citywalk" programs are being implemented to integrate investor education into everyday life, making financial knowledge more accessible [8]. Group 4: Integration with Advisory Services - Investor education is becoming a core component of the advisory service chain, playing a crucial role in attracting, retaining, and deepening relationships with clients [9][10]. - Brokerages are embedding educational content into the advisory process, ensuring that investors receive relevant information throughout their investment journey [9][10].
“期货兴疆万里行”走进新疆财经大学 共探金融赋能实体与人才培养新路径
Qi Huo Ri Bao Wang· 2025-11-26 12:53
Core Insights - The event "Futures Prosper Xinjiang" was successfully held at Xinjiang University of Finance, focusing on investor education and financial talent cultivation [1][3] - The collaboration between the Xinjiang Securities and Futures Industry Association and Zhengzhou Commodity Exchange aims to integrate theoretical and practical aspects of the futures market [1][4] - The event highlighted the role of futures and derivatives in resource allocation and risk management, emphasizing their importance in supporting the development of local industries [4][5] Group 1 - The event featured industry experts discussing Xinjiang's unique futures products like red dates and cotton, illustrating the value of the futures market in serving the real economy [3] - The Xinjiang Securities and Futures Industry Association aims to deepen the "industry + university" collaborative education model, enhancing the professional dialogue and knowledge transfer [3][4] - The association is actively expanding the coverage and professionalism of investor education through a series of campus activities, building a comprehensive talent cultivation platform [4] Group 2 - The association plans to continue the "Futures Prosper Xinjiang" series, integrating financial knowledge dissemination, practical teaching, and talent incubation to contribute to the high-quality development of Xinjiang's economy [5]
青银理财总裁杜杰:三方面推进银行理财发展转型
Zhong Guo Zheng Quan Bao· 2025-11-25 23:51
Core Viewpoint - The domestic wealth management institutions, represented by wealth management companies, should adapt to the trends in the international wealth management market by focusing on three key areas to promote high-quality development and transformation [1] Group 1: Multi-Asset and Multi-Strategy Expansion - The low interest rate environment poses significant challenges for the asset management industry, particularly for institutions primarily focused on fixed income assets [2] - The bond market's investment paradigm has fundamentally changed, shifting from a focus on earning interest differentials to a strategy centered on capital gains and fair value changes due to declining bond yields [2] - Wealth management companies should leverage their qualifications and diverse investment capabilities to gradually increase the proportion of equity and alternative investments, thereby reducing product volatility and enhancing overall return elasticity [2][3] Group 2: Cultivating Patient Capital - There is a need to address the short-term nature of wealth management products and promote a shift towards more patient, long-term capital [5] - The majority of open-ended wealth management products have a short duration, leading to low risk tolerance among investors and frequent market-driven trading behaviors [5] - Wealth management companies should optimize product design and enhance investor education to foster a long-term wealth management mindset [5][6] Group 3: Customer-Centric Transformation - The wealth management market is evolving to meet the growing demand for wealth preservation and appreciation among residents, necessitating a shift from product-centric to customer-centric service models [7] - The number of individual investors in the wealth management market reached 134 million, accounting for 98.66% of the total, indicating a significant opportunity for tailored investment strategies [7] - Wealth management companies should deepen interactions with clients and develop investment strategies that align closely with their financial planning needs [7][8] Group 4: Comprehensive Service Offering - The transition from selling products to selling investment philosophies is essential, as performance is a result of asset allocation and execution of investment strategies [8] - Wealth management companies should aim to provide comprehensive services, including personalized asset management and estate planning, to better meet investor needs [8] - Continuous product innovation, particularly in areas like retirement and family trust products, is a priority for future development [8]