投资者教育

Search documents
中期协与郑商所共建实体投教基地
Qi Huo Ri Bao· 2025-08-19 09:56
Core Viewpoint - The establishment of the "China Futures Industry Association (Entity) Investor Education Base" is a significant step towards enhancing investor education and protection in the futures market, reflecting the commitment of both the China Futures Industry Association (CFIA) and Zhengzhou Commodity Exchange (ZCE) to promote high-quality development in the financial sector [1][2][3] Group 1: Collaboration and Objectives - CFIA and ZCE have signed a cooperation agreement to jointly develop educational resources, promote the integration of futures education into the national education system, and enhance industry training and public awareness [1][2] - The collaboration aims to leverage both organizations' strengths to improve investor education and protection, thereby supporting the high-quality development of the futures market and the financial power strategy [2] Group 2: Educational Base Details - The investor education base is located in the Futures and Derivatives Exhibition Hall, which is the first and only physical investor education base established by a futures exchange in China [2] - The base, set to officially open in May 2024, will feature five thematic areas and various interactive exhibits, including physical displays, multimedia touch screens, and a multifunctional theater, catering to market participants, students, and the general public [2] Group 3: Historical Context and Achievements - CFIA has been operating the "China Futures Industry Association Futures Investor Education Network" since 2016, recognized as one of the first national-level online investor education bases approved by the China Securities Regulatory Commission [3] - The establishment of the physical education base is a continuation of CFIA's efforts to enhance the construction and sharing of investor education resources in the futures industry, particularly for the protection of small and medium investors' rights [3]
投资者的“充电站”来了!中国基金报8·18投教节盛大开启!
Zhong Guo Ji Jin Bao· 2025-08-18 04:40
Group 1 - The core theme of the 8·18 Investor Education Festival is "Understanding Investment Principles, Enjoying Wealth in the Future" [2] - The event aims to provide a comprehensive and multi-level investor education platform through professional training, interactive experiences, and live classes [2][4] - The festival will leverage the media advantages of China Fund News and the professional resources of the Shenzhen Securities Association to disseminate investment education content in a professional, engaging, and accessible manner [2] Group 2 - The 8·18 Investor Education Festival will be promoted across various media platforms, reaching over 12 million users of China Fund News [2] - The event includes the launch of the "Investment Newbie Growth Training Camp," featuring expert lectures and interactive Q&A sessions to enhance investors' understanding of financial products and investment knowledge [4] - A special program titled "Investors Are Coming" will be held to share strategies for asset allocation in a low-interest-rate environment, featuring real-life experiences from low-risk investors [6] Group 3 - The festival will feature a special live broadcast discussing investment hotspots, including topics like "Pension Investment Essentials: Asset Allocation at the Right Time" and "Understanding Index Funds" [9] - The "u+" program will decode the market trends of the Sci-Tech Innovation Board, providing insights into financial knowledge and market rumors [8] - The China Fund News APP will host a dedicated section for the festival, offering articles, videos, and infographics related to investment principles and wealth management [10]
投资者的“充电站”来了!中国基金报8·18投教节盛大开启!
中国基金报· 2025-08-18 04:24
Core Viewpoint - The article emphasizes the importance of investor education in China's rapidly developing capital market, highlighting the launch of the "8·18 Investor Education Festival" aimed at enhancing financial literacy among individual investors [1][4]. Group 1: Event Overview - The "8·18 Investor Education Festival" is organized by China Fund News in collaboration with the Shenzhen Securities Association, featuring a series of professional and innovative educational activities [1][4]. - The festival will utilize various media platforms, including WeChat, video accounts, APPs, Weibo, and Douyin, to reach over 12 million users [4]. Group 2: Educational Initiatives - The festival's core theme is "Understanding Investment Principles, Enjoying Wealth in the Future," and it will offer a comprehensive educational platform through professional training, interactive experiences, and live classes [4]. - The "Investment Newcomer Growth Training Camp" will be launched during the festival, featuring expert instructors who will address current market trends and provide targeted answers to investors' questions [6]. Group 3: Special Programs - A special program titled "Investors Are Coming" will be held, focusing on asset allocation strategies in a low-interest-rate environment, featuring discussions with low-risk investors sharing their practical experiences [9]. - The festival will also include a special live broadcast discussing investment hot topics, such as "Essential Lessons for Retirement Investment: Asset Allocation at the Right Time" and "Understanding Index Funds" [17]. Group 4: Content Distribution - The China Fund News APP will host a dedicated section for the festival, featuring articles, videos, and infographics from various financial institutions, including public and private funds, securities companies, and banks [20].
[预告]“投教领航”投资者教育网络课程第三季第8期 将于7月16日15:00开播
Quan Jing Wang· 2025-08-13 05:51
Core Viewpoint - The article discusses the launch of the "Investor Education Network Course" aimed at enhancing investor education and protection, particularly focusing on the new Company Law's highlights regarding investor rights and governance [1][3]. Group 1: Course Overview - The "Investor Education Network Course" is organized by the Shaanxi Securities Regulatory Bureau and the Shaanxi Investor Education Pioneer Alliance, with participation from 21 member units [1][3]. - The third season of the course will commence on July 16, 2025, focusing on the core highlights of the new Company Law regarding investor protection [3]. Group 2: Key Highlights of the New Company Law - Highlight 1: Increased protection for shareholders' right to know [4]. - Highlight 2: Empowerment of minority shareholders with real litigation rights [4]. - Highlight 3: Governance responsibilities aimed at exposing "behind-the-scenes" manipulators [4]. - Highlight 4: Enhanced transparency to eliminate "dark box" operations [4]. - Practical guide for investor rights protection [4].
银行理财产品破净 投资者教育也需精准投放
Xin Hua Wang· 2025-08-12 06:29
在股市和债市调整之际,一向以"稳健"标签示众的银行理财产品,也出现了破净。Wind数据显 示,截至3月22日,全市场28624只银行理财产品,破净已达2263只,另有2143只产品徘徊在破净边缘。 在人们的印象中,保本、保收益是银行理财产品的标签。不过,在资管新规发布和理财产品净值化 转型之后,银行理财产品的底层资产价格波动已开始反映到产品的净值走势上。 由此,在近期市场波动较大的情况下,银行理财产品客户投诉量也出现了明显上升。实际上,在购 买银行理财产品的投资者中,很大一部分是受此前在银行购买金融产品获得预期收益的影响选择再度购 买,但投资者本身对于理财产品净值化转型并不了解,过去的"刚兑"等理念仍然较深。 在市场行情好的时候,有不少银行理财子公司选择集中发售权益产品,市场也积极认购。但在股市 出现波动时,投资者立马转向固收类产品。在净值化转型的大背景下,理财产品盈亏情况与投资标的波 动紧密相连,银行客户要接受净值的"大起大落",确实还需要加强投资者教育。 在银行理财净值化转型的起步阶段,投资者是不太可能一下子就摒弃保本、保收益的想法,对于自 己购买的理财产品出现净值大幅波动的接受程度有限。 同时,年轻人、 ...
自购频频 银行理财提升市场信心
Xin Hua Wang· 2025-08-12 06:28
中国证券报记者4月1日独家获悉,又有股份制银行理财公司准备自购旗下产品,金额有望创业内新 高。此外,有股份制银行理财公司已于日前自购旗下产品,金额超过4亿元。 除自购外,银行理财公司近期还通过调整产品结构、降低产品费率、加大投资者教育等途径来安抚投资 者。 3月21日,招商银行常务副行长兼董秘王良在业绩发布会上表示,招银理财正在研究措施,结合银行客 户低风险的配置,加大债券等固收类产品投入;对权益类产品的配置,加大投研能力,延长理财产品封 闭期;加强资产配置,减少回撤。 2月23日,信银理财发布公告称,决定对信银理财全盈象固收稳健年开8号理财产品固定管理费、销售服 务费、托管费给予阶段性优惠,2022年3月3日至2023年3月31日期间,固定管理费和销售服务费均由 0.30%/年下调至0.05%/年,托管费由0.05%/年下调至0.03%/年。 不久前,工银理财、建信理财、交银理财等多家银行理财公司纷纷以"致投资者的一封信"等形式,向投 资者详细说明近期理财产品净值波动的原因。多家银行理财公司还通过漫画、小视频、情景剧等通俗易 懂的形式,向投资者讲解理财产品的运作机制、产品类型、收益来源、估值方法等,丰富投资 ...
首次证券公司投资者教育工作评估结果出炉 A等次公司30家 B等次公司41家
Xin Hua Wang· 2025-08-12 06:19
三是多维度践行投资者教育纳入国民教育,助力金融人才培养。2021年,证券公司充分发挥自身优势, 与高校在教材、课程与活动开发、行业人才培养、专业合作共建等多个领域开展合作,积极践行投资者 教育纳入国民教育。 四是更加重视投教基地建设,基地辐射范围进一步拓展。在服务社会公众方面,证券公司实体投教基地 访问人次达1743万,举办投教活动覆盖受众超1.65亿人次;互联网投教基地平台访问人次达5.48亿人 次,举办投教活动覆盖受众超6400万人次。 五是积极践行普惠金融,更好履行社会责任。证券经营机构推动投资者普及教育与普惠金融有机结合, 广泛走入社区、乡村等深入开展投教工作,普及证券知识,传播风险意识。(邢 萌) 【纠错】 【责任编辑:刘睿祎】 投资者教育评估内容主要包括证券公司落实投教工作要求、建立投教工作体系、开展日常投教工作以及 参与或配合四家单位开展投教工作等方面。经过一年持续推进,证券公司普遍在建立健全投教工作体 系、丰富投教实践活动、推进投资者教育纳入国民教育体系、完善投教基地建设及践行普惠金融等方面 取得了积极进展。 一是投教体系建设进一步完善,投教工作基础更加夯实。理顺了投教工作机制。证券公司普遍成 ...
重生、复仇、期货大佬……私募居然拍“爽剧”了!
Shang Hai Zheng Quan Bao· 2025-08-09 13:46
Core Viewpoint - The short drama "Rebirth in the Millennium: I Rely on Futures to Achieve Revenge" has attracted attention not only for its plot but also for its production companies, which include private equity firms such as Waying Investment and Shenhan Capital [1][6] Group 1: Production and Release - The short drama is set to premiere next month, with private equity firms planning to provide a unified response to related questions at that time [2] - This marks the first instance of private equity firms producing a short drama, which has elicited mixed reactions from industry insiders [3][10] Group 2: Plot Summary - The drama's storyline revolves around the male protagonist, Ying Shun, a private equity fund manager who faces betrayal and financial ruin, leading to his death and subsequent rebirth to seek revenge [4][6] - The female lead, Su Xiaoman, is connected to Ying Shun through their past, and her life is also affected by the financial turmoil depicted in the story [4][6] Group 3: Industry Implications - The involvement of private equity firms in producing a short drama is seen as a way to help investors better understand the futures market and the role of institutional investors [3][10] - However, there are concerns that such dramatizations may oversimplify financial concepts and lead investors to overlook risks and uncertainties associated with investing [11][12] Group 4: Company Backgrounds - Shenhan Capital, established in 2015, has a small team and is led by Wei Wei, who has a background in oil product investment [6][7] - Waying Investment, also founded in 2015, has a slightly larger team and is led by Zhou Wei, a known figure in the futures market [8][9]
信达澳亚全方位落实投资者教育 积极践行社会责任
Cai Fu Zai Xian· 2025-08-06 06:16
近年来,公募基金行业在服务实体经济、践行社会责任方面持续发力,将投资者保护与教育作为行业发 展的核心使命。在监管部门与行业协会的推动下,越来越多的公募机构通过线上、线下相结合的方式, 构建投资者教育长效机制。在这一行业共识下,信达澳亚基金管理有限公司以更高标准践行社会责任, 以投资者教育为己任,通过多渠道、多形式、多维度的举措,持续普及金融知识、强化风险意识,助力 提升广大投资者的金融素养与投资能力,为社会公众打造安全、健康的投资环境。 信达澳亚依托官网、官方APP、微信公众号等数字化平台,搭建投资者教育专区,定期发布市场解读、 风险提示、政策解读等权威内容。例如,信达澳亚官网开设"反洗钱专栏",结合监管要求与真实案例, 向投资者普及反洗钱知识,引导合规投资行为。此外,信达澳亚在微信公众号开设"坚果课堂"、"投教 专栏",通过图文、视频等形式,用通俗易懂的语言讲解投资策略、防范金融风险等专业知识,让金融 知识真正"飞入寻常百姓家"。 为持续深化投资者教育与互动体验,信达澳亚创新推出多元化线上活动,切实提升投资者参与度与获得 感。信达澳亚举办"反洗钱知识有奖问答",通过趣味互动强化合规意识;开展"官网换新满意度 ...
YiwealthSMI|中信证券强势领跑!关税等突发事件成流量密码!
Di Yi Cai Jing· 2025-08-01 06:35
本期为券商社交媒体指数(2025年5月)。 本期为券商社交媒体指数(2025年5月)。 券商SMI总榜方面,中信证券凭借抖音、视频号、公众号的均衡运营表现强势登顶,东方财富、银河证券紧随其后排名前三。招商证券较4月有所回落但仍 保持TOP5实力,国投证券延续上月强劲势头继续占据前列。国泰海通证券、国盛证券、第一创业证券新晋榜单前20,展现出较强的上升势头。券商抖音高 赞作品题材丰富,关税政策、行业分析、后市投资策略等内容获得用户广泛关注。TOP1作品来自东方财富,紧抓"关税破冰"的市场焦点,深度解析有望获 得关税豁免的行业,获得1W+高赞。财经社牛养成记持续发力行业科普,聚焦航空公司经营策略,揭秘"航空公司为什么越来越抠"背后的商业逻辑,引发用 户讨论,收获近万点赞。此外,大同证券app、华西证券展望五月投资机会,国盛证券、申万宏源投教基地发布的投教相关作品也斩获不俗流量。 视频号高赞榜呈现明显的投教导向特征,多个投教相关作品上榜。具体来看,国泰海通证券投教基地"5.15全国投资者保护宣传日"联合中央广播电视总台发 起"百城千屏"投教宣传活动。活动通过整合国家级媒体资源、线上线下多场景覆盖及精准化内容设计,构 ...