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守正创新践普惠 专业陪伴护成长——长城基金2025投资者陪伴回顾
Xin Lang Cai Jing· 2025-12-31 08:47
Core Viewpoint - The company emphasizes its commitment to investor-centric practices and inclusive finance, aiming to build a comprehensive investment education service system that integrates online and offline channels by 2025 [1][7]. Online Education Initiatives - The company is enhancing its online investment education formats through short videos, comics, and live broadcasts, making complex investment concepts more accessible and engaging [2][8]. - The original IP "Chengbao" will debut in 2025, providing a friendly companion for investors on their financial journey [2]. - New video series and comic stories are designed to convey long-term investment principles and market insights, with a focus on technology and other key sectors [2][8]. - A collaboration with Weiquan has resulted in the "Technology + Fund Allocation Guide," which outlines investment opportunities in various sectors, including solid-state batteries and AI healthcare, to assist investors in planning for 2026 [2][8]. Live Broadcasts - The "Investment Xiaohongshu" series has aired 22 sessions, attracting nearly 3 million viewers, serving as a vital resource for investors to understand market trends [3][9]. - The newly launched "Index Growth Season" will provide regular live broadcasts to help investors grasp index characteristics and market rotation opportunities [3][9]. - The company collaborates with major media outlets to conduct themed live broadcasts focusing on hot topics like AI and new consumption, featuring in-depth industry analyses by fund managers [3][9]. Offline Education Efforts - The company is committed to bringing investment education to various community settings, targeting specific demographics such as the elderly and students, to promote inclusive finance [4][10]. - During the 3.15 Investor Protection event, the company set up interactive booths to disseminate financial knowledge through engaging activities, attracting over 4,000 participants [4][11]. - The company has conducted educational sessions in senior universities, addressing scams and providing practical fraud prevention tips [4][11]. Campus Engagement - In response to industry initiatives, the company has organized lectures on AI investment and fraud awareness at universities, including Peking University and vocational schools [5][11]. - The company donated educational materials to schools in underprivileged areas, aiming to instill financial safety awareness among young students [5][11]. Community Outreach - The "Wealth Great Wall Journey" initiative continues to facilitate face-to-face interactions with investors across the country, enhancing professional service levels for financial advisors [6][12]. - The company organizes community events, such as hiking activities, to foster deeper connections between investors and fund managers, encouraging discussions on investment strategies [6][12]. - The company is dedicated to long-term investor education and protection, continuously exploring innovative educational formats and expanding the reach of inclusive finance [6][12].
党建领航赋动能 投教惠民守初心
日前,证监会发布的《关于加强资本市场中小投资者保护的若干意见》,按照"针对核心关切、力求务 实管用、于法有据"的思路,聚焦中小投资者关注的重点问题,围绕强化发行上市过程中的中小投资者 保护、营造有利于中小投资者公平交易的制度环境、压实经营机构中小投资者保护责任、严厉打击侵害 中小投资者利益的违法行为、深入推进证券期货纠纷多元化解机制建设、更好发挥投资者保护机构职能 作用、健全终止上市过程中的中小投资者保护制度机制、强化中小投资者保护的法治保障等八个方面, 提出了二十三项具体措施。"此举为证券行业深化投资者保护工作指明了方向。"国盛证券党委书记、董 事长刘朝东日前在接受中国证券报记者专访时表示。 2026年是"十五五"开局之年。刘朝东表示,作为深耕江西、服务全国的省属国有综合类上市券商,国盛 证券始终将投资者教育与保护作为践行金融为民初心的重要抓手,以"党建+投教"为实践路径,融入红 色金融基因、聚焦重点群体需求、创新服务载体形式,在筑牢投资者保护防线中彰显金融机构使命担 当,为资本市场稳健发展贡献国盛力量。 ● 本报记者 徐昭 马爽 党建铸魂: 以红色基因锚定方向 厚植金融为民情怀 金融工作要坚持党中央集中统 ...
华福证券党委书记、董事长黄德良:厚植金融为民情怀 筑牢资本市场信任根基
Core Viewpoint - The 20th Central Committee of the Communist Party emphasizes the principle of "putting people first" in the economic and social development during the 14th Five-Year Plan period, highlighting the fundamental value orientation in the new era [1] Group 1: Investor Education and Protection - Huafu Securities views investor education and protection as a lifeline for promoting inclusive finance and sustainable development, actively exploring innovative paths and methods [1] - The "Shouzheng Academy" investor education base has received over 1.8 million visitors and has been rated "excellent" by the China Securities Regulatory Commission for seven consecutive years [2] - The base has been recognized as a "Red Financial Education Base" and a teaching point for party education in the financial system of Fujian Province [2] Group 2: Community Engagement and Legal Awareness - The base serves as a bridge for investor services, establishing consultation platforms and creating three "anti-fraud stations" in Fuzhou, Xiamen, and Quanzhou to enhance financial service accessibility [3] - Huafu Securities has collaborated with the Fujian Provincial Justice Department to create a systematic legal awareness model, forming a volunteer team to integrate legal and financial education [3] Group 3: Technological Integration in Education - The company has developed an industry-level intelligent investor education and protection service platform, achieving significant breakthroughs in cross-institutional collaboration, serving nearly 19 million clients with over 150,000 services [5] - The platform has transformed investor education from a one-way transmission to a two-way interaction [5] Group 4: Cultural Integration in Financial Education - Huafu Securities integrates traditional Chinese culture with modern financial education, producing the award-winning work "Financial Wisdom in Idioms" that combines financial principles with traditional values [6] - The company has created a short film that merges local intangible cultural heritage with investor education, showcasing the "anti-fraud" concept through cultural narratives [6] Group 5: Youth and Community Financial Literacy - The company organizes educational activities for students, linking financial history with practical learning experiences, and has conducted nearly a hundred investor education events [7] - Various innovative formats, including online live sessions and humorous short dramas, are used to enhance financial literacy across different age groups [7] Group 6: Elderly Financial Services - Huafu Securities recognizes the importance of transforming the silver economy concept into practical services, developing a comprehensive financial literacy curriculum for the elderly [8] - The company has launched a series of animated videos focusing on financial knowledge for seniors, integrating local cultural elements to make learning engaging [8] Group 7: Research and Policy Advocacy - The company has conducted research on the "new elderly" demographic, receiving significant feedback from provincial authorities, and has been recognized for its innovative studies on investor education and protection [9] - Huafu Securities actively participates in forums and activities aimed at building a comprehensive elderly financial service ecosystem [9] Group 8: Commitment to Financial Responsibility - The company emphasizes the importance of understanding and implementing the principle of "putting people first" as a core mission, aiming to contribute to a transparent and resilient capital market [10]
厚植金融为民情怀筑牢资本市场信任根基
Core Viewpoint - The company emphasizes the importance of investor education and protection as a vital part of sustainable development, aligning with the principles of the "People First" approach highlighted in the 20th National Congress of the Communist Party of China and the 14th Five-Year Plan [1][6]. Group 1: Investor Education Initiatives - The "Shouzheng Academy" has received over 1.8 million visitors and has been rated "Excellent" for seven consecutive years by the China Securities Regulatory Commission [2]. - The academy integrates party-building with technology to enhance investor education services, showcasing a commitment to the "People First" spirit [1][2]. - The company has established a financial legal volunteer team, merging legal education with financial services, and has been recognized as a public service station by the Fujian Provincial Justice Department [3]. Group 2: Innovative Educational Content - The company has developed a financial literacy course for the elderly, focusing on knowledge dissemination, risk prevention, and financial literacy cultivation [6]. - A series of animated videos titled "Financial Friends" has been created to educate the elderly on financial knowledge, incorporating local cultural elements [6]. - The company has produced educational materials that creatively blend traditional Chinese culture with financial education, receiving national recognition [4]. Group 3: Community Engagement and Outreach - The company has organized numerous educational activities for students, integrating financial knowledge with historical and cultural education [5]. - It has launched various online and offline initiatives to promote investor education, including live-streaming sessions and short educational dramas [5]. - The company actively participates in national investor protection campaigns, ensuring comprehensive coverage of educational content across different age groups [5]. Group 4: Focus on Elderly Financial Services - The company recognizes the importance of transforming the silver economy from concept to practice, expanding its elderly financial services [6][7]. - It collaborates with various stakeholders to create a comprehensive elderly financial service ecosystem, addressing the needs of the aging population [7]. - The company has conducted research on investor protection strategies for the elderly, receiving high praise from regulatory bodies [6][7].
践行金融为民 照亮投资之路
Core Insights - The importance of public funds in wealth management and supporting the real economy is increasing, with the net asset value of public funds in China reaching a historical high of 36.25 trillion yuan as of August 2025 [1] - The China Securities Regulatory Commission (CSRC) has released an action plan to promote high-quality development in the public fund industry, addressing issues such as operational philosophy, functionality, structural imbalance, and investor satisfaction [1][2] - Huian Fund emphasizes a commitment to investor-centric principles and aims to enhance investment capabilities and customer experience [1][2] Industry Developments - The public fund industry has evolved significantly over the past two decades, achieving a leap from zero to 36 trillion yuan in assets, while continuously innovating products and services to meet customer needs [1] - The CSRC's action plan encourages a shift from scale-oriented growth to return-oriented strategies, guiding the industry towards high-quality development [1][5] - Huian Fund has launched various new products, including index funds tracking the CSI A500 and low-volatility dividend indices, to cater to different investor preferences [2] Investor Protection and Education - Protecting the rights of investors, especially small and medium-sized investors, is a fundamental theme in the capital market, reflecting a commitment to a people-centered approach [3] - Huian Fund has prioritized investor education through various initiatives, including online and offline activities, to promote rational and long-term investment practices [3][4] - The company plans to enhance its educational outreach with programs aimed at improving financial literacy and protecting investor rights [3] Research and Investment Capabilities - Strengthening core research and investment capabilities is essential for asset management firms, with a focus on building a comprehensive evaluation system for investment research [4][5] - Huian Fund is committed to a five-dimensional approach to enhance its core capabilities, including a stable research platform and a systematic investment process [4] - The company has established seven investment teams to better capture structural investment opportunities, emphasizing long-term decision-making and risk aversion [5]
播撒理性投资种子 华商基金走进高校活动即将启航丨北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-10-14 03:15
Group 1 - The core theme of the event series is "New Era, New Funds, New Value," focusing on the high-quality development of public funds in Beijing [3][4] - The event aims to enhance financial literacy among university students and promote rational investment concepts, thereby laying a solid foundation for the long-term development of the industry [4] - The series of activities is part of the implementation of the "Action Plan for Promoting High-Quality Development of Public Funds," guided by the Beijing Securities Regulatory Bureau [3][4] Group 2 - The event on October 15 at Central University of Finance and Economics will feature a presentation by a researcher from Huashang Fund, discussing investment strategies beyond traditional theories [4] - Huashang Fund has previously conducted community and commercial activities on September 17 and September 20, expanding the outreach of financial knowledge [4] - The company aims to continuously improve its research and investment system and optimize customer service to contribute to the high-quality development of China's capital market [4]
行业协同筑防线,工银瑞信联合金融街服务局开展金融安全主题沙龙
Xin Lang Ji Jin· 2025-09-15 06:52
Group 1 - The core theme of the financial education week is to protect financial rights and enhance quality of life, with a focus on public fund development and investor protection [1][2] - The event includes a salon lecture that emphasizes financial safety, addressing issues like illegal fundraising, telecom fraud, and money laundering, highlighting their impact on market order and investor asset security [1] - The lecture aims to educate the public on identifying financial traps and the importance of participating in financial activities through legitimate channels, while also interpreting key points of the new Anti-Money Laundering Law [1] Group 2 - The "Zhengqianfang" anti-money laundering maze exhibition was introduced at the China International Fair for Trade in Services, using interactive methods to engage the public in learning about anti-money laundering [2] - The commitment to investor education and protection is seen as essential for maintaining market stability and is aligned with the principle of being investor-centric [2] - The initiatives aim to promote rational, value-based, and long-term investment philosophies, supporting the public fund industry in contributing to national strategies and enhancing residents' wealth [2]
[预告]“提质增效强信心 稳中求进促发展”2025年湖北辖区投资者集体接待日活动将于6月12日启幕
Quan Jing Wang· 2025-08-13 05:51
Core Insights - The event aims to enhance communication between listed companies and investors, guiding companies in market value management and promoting sustainable investor returns [1][2] - A total of 143 A-share listed companies from Hubei participated, with key executives attending to engage with investors [1] - In 2024, Hubei's A-share listed companies achieved nearly 1 trillion yuan in total revenue, with about 70% of companies reporting annual profits, indicating strong operational resilience and growth potential [1] Group 1 - The event is scheduled for June 12, 2023, from 14:30 to 16:50, organized under the guidance of the Hubei Securities Regulatory Bureau [1] - The initiative reflects Hubei's commitment to investor education and protection, facilitating better communication between investors and listed companies [1] - Companies are increasingly focusing on market value management, demonstrating confidence in their own development and the stability of the capital market [1]