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5·15专栏丨申万宏源证券开展5·15“投教进百校”活动—走进上海对外经贸大学
走进上海对外经贸大学 4月29日,申万宏源证券有限公司上海静安区北京西路证券营业部恪尽职守做好投资者服务工 作,为推动金融知识普及纳入国民教育体系,提升青年群体金融素养和风险防范意识,进一步加强 投资者保护的宣传力度,举办"投教进高校"专项活动,为上海对外经贸大学的学生们开展了5·15投 资者教育活动,现场氛围热烈,将近200名大学生参与本次活动。 营业部聚焦非法推荐股票期货基金、非法转让新三板股票、假冒仿冒证券期货基金经营机构及从 业人员、场外配资、非法发行股票、非法经营期货业务、非法期货交易、境外机构非法提供跨境证 券交易服务、以私募基金名义违法展业、非法集资、金融领域非法中介等领域,结合非法证券期货 基金活动类型和特征,大力宣传揭露非法活动的手法和危害。提醒大学生们要小心非法荐股套路。 尤其是对近期公众互联网上频繁出现打着 "内幕消息" "专家推荐" 的旗号,诱导购买股票并收取费用 的现象,此类行为不仅扰乱市场秩序,更让缺乏经验的大学生成为 "待割韭菜" ,对此要保持警惕。 正规投资咨询机构都有从业资质,可通过监管部门网站核实。并科普反洗钱风险,切实提升青年群 体提升自己的风险识别能力和防范风险的能力。 ...
精彩抢先看|秒懂金融·资管行业践行“三投资”理念优秀实践系列访谈之太平资产
第一财经· 2025-05-28 07:00
为贯彻中央金融工作会议精神和新"国九条"部署要求,大力推动中长期资金入市,树立理性投资、价值投 资、长期投资的理念,2024年,由中共上海市委金融委员会办公室和上海证券交易所作为指导单位,上 海资产管理协会组织会员单位中的资产管理机构,开展了首届资产管理行业践行"三投资"理念优秀实践展 示活动。 本期节目邀请到太平资产资产管理事业部总经理陈晨、太平资产研究部助理总经理朱晓明,分享太平资产 是如何通过发挥险资优势,通过考核机制创新、风控体系升级、投研能力重构,实现资金属性与资产特征 的跨周期匹配,助力中国资本市场稳健发展,以及国家经济的高质量发展。 完整节目将于5月30日15:00在第一财经官网/APP"秒懂金融"专题上线,并在5月31日17:00于第一财经电 视"秒懂金融"栏目播出,敬请关注。 为倡导"三投资"理念,帮助广大投资者加深对资管行业和管理人的理解,上交所、上海资产管理协会和第 一财经组织首届优秀实践资管机构接受访谈,共同打造了《秒懂金融·资管行业践行"三投资"理念优秀实践 系列访谈》专题节目,来自公募基金、银行理财、保险资管、信托公司、券商资管等资管领域优秀实践展 示机构的相关人士将分享"三投资" ...
重磅招募!手把手教你打造"攻守兼备"的投资组合 | 3天投教特别训练营
Sou Hu Cai Jing· 2025-05-27 01:01
Core Viewpoint - The article promotes a three-day investment training camp aimed at helping investors improve their financial literacy and adopt rational investment strategies, particularly in the context of fluctuating market conditions [2][6][11]. Group 1: Training Camp Details - The training camp will take place from May 28 to May 30, focusing on value investing and rational investment methods [2][9]. - The camp will cover key strategies for aggressive and defensive portfolio management, as well as the use of ETFs for rebalancing [6][7]. - Registration for the camp is free, with a limited time to sign up on May 27 [9][21]. Group 2: Target Audience - The program is designed for investors holding multiple funds with unsatisfactory returns, older investors looking to reduce portfolio volatility, and beginners interested in systematic ETF allocation [13]. - The camp aims to create a community of like-minded investors for shared learning and support [13]. Group 3: Course Features and Benefits - The course will include rich content in a graphic format and provide real-time Q&A through an interactive community [11]. - Participants will have opportunities for rewards through daily interactions in the learning group and can win prizes upon completion of the camp [15]. - The course is accessible at no cost, with no product promotions involved, ensuring a focus on valuable content [17].
5·15全国投资者保护宣传日丨“理性投资伴我行”——国泰海通证券走进ETF成分股智飞生物圆满举行
Quan Jing Wang· 2025-05-26 05:33
Group 1: Company Overview - Zhifei Biological, established in 2002, focuses on the research, production, and sales of vaccines, becoming a leader in China's biopharmaceutical industry with a commitment to social benefits first and corporate benefits second [3] - The company has five wholly-owned subsidiaries, many of which are high-tech enterprises, and continues to innovate in bacterial and viral vaccines [3] - In 2024, Zhifei Biological achieved a revenue of 26.07 billion and a net profit of 2.018 billion, despite facing market demand challenges [3] Group 2: Research and Development - Zhifei Biological invested 1.391 billion in R&D in 2024, increasing its R&D personnel to 1,072, with cumulative R&D investment exceeding 5.1 billion over the past five years [3] - The company employs a matrix layout and platform technology breakthroughs to drive product innovation and meet public health needs [3] Group 3: ETF Market Development - The Shenzhen Stock Exchange has been promoting the ETF market, which has seen an average annual growth of over 50% since 2019, with the market size surpassing one trillion in 2024 [4] - ETFs are becoming increasingly popular due to their high efficiency and low cost compared to traditional mutual funds, with real-time trading and lower transaction fees [4] Group 4: Investment Strategies - Common ETF investment strategies in the domestic market include asset allocation, trading, and arbitrage strategies, catering to both long-term and short-term investors [5] - Innovative strategies such as dividend ETF financing and ETF grid strategies were discussed, providing practical investment advice to investors [6]
投资者保护工作路漫漫其修远兮
Zheng Quan Ri Bao· 2025-05-21 17:22
■择远 历时五天的第七届"5·15—5·19中小投资者保护宣传周"公益活动于5月19日圆满结束。 这是一场倡导理性投资、价值投资、长期投资,防范风险的金融知识普及的盛宴。五天的时间里,在北 京、深圳和上海,《证券日报》与投资者一起,聆听了资本市场各个参与主体的真知灼见,深切感受到 了他们对投资者保护工作的满腔热情。 保护投资者特别是中小投资者的合法权益,是资本市场工作政治性、人民性的集中体现,承载着万千投 资者的切身利益与美好期许。这在客观上就需要市场各方凝聚共识、共同努力,协同推进投资者保护工 作:不断健全投资者保护长效机制,合力培育成熟理性的投资文化,积极营造崇法守信的市场生态,切 实增强投资者对资本市场的信任和信心,提升投资者的获得感、安全感和参与感,推动资本市场高质量 发展。 这充分体现了保护投资者的鲜明导向,也是媒体必须积极践行的职责。唯有向投资者传递权威的声音、 普及更多的知识、倡导正确的投资理念,才能在投资者保护的道路上行稳致远,切实成为投资者保护的 引领者、推动者。我们是这么说的,也是这么做的。 作为"社会公器"的媒体必须要积极履行好社会责任。因为这是投资者了解政策、获取信息、形成预期的 重要 ...
精彩抢先看|秒懂金融·资管行业践行“三投资”理念优秀实践系列访谈之汇添富基金
Di Yi Cai Jing· 2025-05-21 07:13
Group 1 - The article emphasizes the implementation of the "Three Investment" philosophy to promote rational, value, and long-term investment strategies in the asset management industry [1] - The Shanghai Asset Management Association, in collaboration with the Shanghai Stock Exchange and First Financial, is organizing the first showcase of excellent practices in the asset management industry to advocate for the "Three Investment" concept [1] - The program will feature interviews with representatives from various asset management sectors, including public funds, bank wealth management, insurance asset management, trust companies, and securities asset management [1] Group 2 - The program aims to discuss how public funds can enhance investor returns and transition from a scale-oriented approach to a return-oriented approach, contributing to the sustainable development of the industry [1] - The increasing number of ETF and index fund products raises questions about how investors should scientifically allocate their investments [1] - Guests from Huatai-PineBridge Fund will share insights on how they strengthen investor returns through standardized investment management and productized services, contributing to the inflow of long-term capital into the market [1]
以机制破解小微企业融资难丨二七区:精准滴灌小微融资 源头活水兴业润企
Sou Hu Cai Jing· 2025-05-19 22:41
二七区罗沟滨河农贸市场 5月15日,二七区罗沟滨河农贸市场内人潮涌动,满载果蔬的货车往来穿梭,各类农产品交易红红火火。 该市场自去年1月份试营业以来,已吸引近400户商户入驻,日均交易额达1500万元,不仅覆盖周边5公里 的居民生活区,还兼具新郑、新密、荥阳等周边地区的农产品配送功能,成为郑州西南地区最大的"菜篮 子"集散地,而这只是二七区高度重视小微企业融资协调工作,服务企业发展的一个缩影。 专属金融服务为企业送来"及时雨" 然而,市场的快速发展并非一帆风顺。今年初,在开展基建、招商等环节后,罗沟市场二期工程推进与日 常运营面临着资金的压力。恰此时,二七区开展"千企万户大走访",区发改委敏锐察觉到罗沟市场的融资 需求。 同时,迅速建立起以乡镇办属地管理为主、行业主管部门为辅的走访宣传机制,条块结合,形成了"领导 包片、部门包链、专员包企"的三级服务网络。在此过程中,二七区充分发挥基层服务优势,以网格为单 位,组织工作人员深入辖区经营性单位开展宣传活动。不仅如此,还发动微网格长在日常走访巡查中,精 准定位有资金需求的小微企业和个体工商户,为他们详细解读小额贷款政策。 除了线下走访的"精准滴灌",搭建政银企面对 ...
国浩律所黄江东:投资者当好“第一责任人”需筑牢五大能力防线
Zheng Quan Ri Bao· 2025-05-19 13:59
Core Viewpoint - The seventh "5·15-5·19 Investor Protection Awareness Week" is being held in Beijing, Shanghai, and Shenzhen, focusing on promoting rational, value, and long-term investment principles while enhancing investors' risk awareness and self-protection capabilities [1][6]. Group 1: Event Overview - The event is organized by the Securities Daily, with support from various financial institutions and organizations, aiming to educate investors through discussions and presentations [1]. - The theme of the event is "Practicing Three Investments, Building Two Safeguards," emphasizing the importance of investor education [1]. Group 2: Key Insights from Huang Jiangdong - Huang Jiangdong, a partner at Guohao Law Firm, highlighted that investors are the "first responsible person" for protecting their rights and proposed five key capabilities for improvement [4]. - The five suggestions include: 1. Establishing correct investment concepts and focusing on intrinsic value rather than short-term market fluctuations [4]. 2. Enhancing investment capabilities by improving the ability to interpret financial reports and policies to identify potential risks and values [5]. 3. Optimizing investment allocation by increasing the proportion of fund investments to enhance risk resistance [5]. 4. Actively participating in corporate governance and exercising shareholder rights to monitor company operations [5]. 5. Legally pursuing rights protection through improved systems and platforms for efficient claims [5]. Group 3: Importance of Knowledge and Legal Rights - Huang emphasized that sufficient knowledge and risk awareness are crucial for achieving financial goals and wealth growth, and that legal rights protection is an important means for investors to safeguard their interests [5].
第七届“5·15-5·19中小投资者保护宣传周”公益活动走进深圳:以投资者为本 各方协同共建健康、稳定、繁荣的资本市场
本报记者 毛艺融 由《证券日报》社有限责任公司主办,中证中小投资者服务中心有限责任公司、中国上市公司协会为支 持单位,北京基金小镇投资者教育基地、东方财富、第一创业证券联合举办的第七届"5·15—5·19中小投 资者保护宣传周"公益活动,于5月15日至19日在北京、上海、深圳三地盛大开启。 此次公益活动以"践行'三投资',筑牢'两防范'"为主题,邀请了券商首席分析师、公益律师、上市公司 代表等通过主题分享、圆桌讨论的形式,为投资者们普及投资知识,倡导理性投资、价值投资和长期投 资理念,提升投资者的风险意识和自我保护能力。 5月17日,"5·15—5·19中小投资者保护宣传周"公益活动走进深圳,各市场参与主体代表齐聚第一创业, 与在场投资者进行分享交流。 作为资本市场的重要监督力量和信息传播者,媒体肩负着重要责任。证券日报内审委委员彭春来表示, 投资者保护是多方协同的系统工程,需以"践行三投资,筑牢两防范"为行动纲领,凝聚各方力量,共同 构建健康、稳定、繁荣的资本市场,推动资本市场高质量发展。"《证券日报》作为综合性证券专业媒 体,多年来,和其他兄弟媒体在投资者保护宣传方面付出诸多努力,成果显著。今后,我们将更 ...
【5.15投资者保护日】守护“钱袋子”,这些知识要牢记!
天天基金网· 2025-05-18 05:23
全国投资者保护宣传日是什么? 起源:守护资本市场"毛细血管" 1 2019年起,中国证券监督管理委员会(CSRC)将每年5月15日设立为"全国投资者保 护宣传日",旨在全社会积极倡导理性投资文化,强化投资者保护意识,并全面构建资本市 场投资者保护新格局。倡导理性投资文化,切实维护广大投资者合法权益。 投资前 先搞懂"买者自负"与"卖者尽责" "卖者尽责" :金融机构需按"适当性原则"推荐产品,即"把合适的产品卖给合适的人"。 例如,不会向风险承受能力低的投资者推销高波动的股票型基金。 "买者自负" :投资者需对自身决策负责,务必仔细阅读合同条款,确认产品风险等级是 否与自身匹配,不盲目相信"保本承诺""稳赚不赔"等违规宣传。 投资中 警惕三大典型陷阱 ▶陷阱一:"高息理财"天上掉馅饼? ⚠️真相:年化收益率超过6%需高度警惕,超过8%极可能是非法集资(参考《防范和处 置非法集资条例》)。例如,某些平台以"养老理财""区块链投资"为名,用高额利息吸 引老年人,最终卷款跑路。 ▶陷阱二:"专家荐股""内幕消息"靠谱吗? ⚠️真相:无证荐股、承诺收益均属违法行为。正规投顾需在证监会备案,可通过"中国证 券业协会官网 ...