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北京公募高质量发展系列活动|惠升基金客户陪伴沙龙
Xin Lang Ji Jin· 2025-10-09 03:34
Group 1 - The core idea of the article is to enhance the protection of clients' financial assets by providing practical anti-fraud knowledge through interactive client engagement activities organized by Huisheng Fund [1][2] - Huisheng Fund held a themed event titled "Caring Companionship: Safeguarding Client Assets Against Fraud," focusing on common financial fraud risks faced by clients [1] - The event included a "scenario-based interaction" segment where the service team simulated various fraud scenarios to teach clients how to recognize and respond to fraudulent tactics [2] Group 2 - The service team identified frequent fraud types such as "pension investment scams" and "imitation financial institution customer service scams," providing clients with real case analyses to understand the fraudsters' tactics [1] - Clients received exclusive materials, including an "Anti-Fraud Guide for Clients" and a "Regulated Financial Product Inquiry Manual," which detail common fraud types and prevention techniques [2] - Huisheng Fund plans to continue optimizing the content and format of client engagement activities to effectively convey financial knowledge and anti-fraud skills, contributing to the protection of clients' financial interests [2]
华商基金投教系列:即将退休别躺平,如何更好规划养老?| 北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-10-09 03:24
本次活动以"新时代·新基金·新价值"为主题,旨在通过为期一个多月的多层次、多形式宣传与互动,强 化投资者教育与保护,推动公募基金行业转型升级,提升服务实体经济能力,打造北京金融高质量发展 新名片。 华商基金积极推动金融、投资知识普及,致力于推广长期投资、理性投资理念,提升公众风险防范意 识,持续为促进行业高质量发展贡献力量。 专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 摘要:新时代·新基金·新价值——北京公募基金高质量发展在行动 为贯彻落实《推动公募基金高质量发展行动方案》,在北京证监局指导下,北京证券业协会携手北京公 募基金管理人、基金销售机构、基金评价机构及多家主流媒体,共同启动"北京公募基金高质量发展系 列活动"。 风险提示:基金投资需谨慎。 MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 ...
东兴基金:强化核心投研能力建设
Xin Lang Ji Jin· 2025-10-09 03:20
Group 1 - The core theme of the event is "New Era, New Funds, New Value," aimed at enhancing investor education and protection, promoting the transformation and upgrading of the public fund industry, and improving its ability to serve the real economy [1] - The "Action Plan for Promoting High-Quality Development of Public Funds" emphasizes the need for fund companies to strengthen their core research and investment capabilities, establish evaluation systems, and invest in human resources and technology [1] - Fund companies are encouraged to adopt new technologies such as artificial intelligence and big data, and to implement long-term incentive measures like employee stock ownership to enhance team stability [1] Group 2 - Dongxing Fund focuses on talent discovery, cultivation, and retention, establishing a professional and mission-driven team as a core principle [2] - The company aims to enhance its research and investment capabilities by creating a sustainable talent system, introducing market-oriented talent, and optimizing assessment and incentive mechanisms [2] - Dongxing Fund has established a multi-strategy research system with specialized investment departments, promoting effective communication and collaboration through regular meetings [2] Group 3 - Dongxing Fund has implemented an integrated assessment and promotion mechanism for research personnel, with a focus on performance metrics and long-term investment strategies [3] - The company plans to strengthen the issuance of equity funds and improve their scale, reflecting the public nature and inclusiveness of public funds [3] - With the rapid development of artificial intelligence, Dongxing Fund aims to enhance research efficiency and decision-making precision through increased system investments and the establishment of a digital platform [3][4] Group 4 - Dongxing Fund is committed to continuous investment in human resources and systems to enhance its core research and investment capabilities, ultimately improving product performance and investor satisfaction [4] - The company emphasizes serving the capital market's reform and development, meeting residents' wealth management needs, and supporting the real economy and national strategies [4]
践行绿色金融使命 赋能可持续发展 嘉实基金以专业力量书写绿色金融大文章
Xin Lang Ji Jin· 2025-09-30 09:11
Group 1 - The core theme of the series of activities is "New Era, New Fund, New Value," aimed at promoting the high-quality development of public funds in Beijing [1] - The initiative is guided by the Beijing Securities Regulatory Bureau and the Beijing Securities Industry Association [1] - The focus is on integrating green finance as a key driver for high-quality development, aligning with national goals for ecological civilization and carbon neutrality [2][3] Group 2 - Public funds are recognized as crucial participants in the green finance system, responsible for directing capital towards green industries and facilitating a comprehensive green transformation of the economy [2] - The development of the new energy industry in China is highlighted as a significant opportunity, with public funds expected to play a role in resource allocation and investment in low-carbon strategies [3] - 嘉实基金 (Jia Shi Fund) has established a product line covering the entire green low-carbon industry chain, including over 15 actively managed and passive funds to meet diverse investor needs [3] Group 3 - 嘉实基金 (Jia Shi Fund) emphasizes its commitment to supporting the green transition and sustainable development through professional expertise and innovation [4] - The company aims to contribute to the harmonious coexistence of humans and nature, aligning with the broader goals of modern development in China [4]
建信基金:市场探底回升,中长期持续看好科技行情
Xin Lang Ji Jin· 2025-09-30 09:08
Group 1 - The A-share market is showing a differentiated pattern, with the ChiNext index rebounding after hitting a low, indicating a shift of funds towards high dividend yield sectors such as banking, coal, electricity, and public utilities [1] - The technology sector experienced a morning surge but retreated, later recovering in the afternoon led by the semiconductor chip sector, suggesting that technology remains a key focus for medium to long-term investments [1] - The market adjustment is primarily driven by pre-holiday effects and fund behaviors rather than fundamental changes, with three main factors identified: profit-taking ahead of the holiday, lack of significant short-term policy catalysts, and technical selling triggered by the Shanghai Composite Index breaking below 3800 points [1] Group 2 - In the mid to long-term perspective, technology continues to be favored, with structural opportunities seen in AI-related hardware and applications, self-controllable sectors (semiconductors, lithography machine industry), and emerging fields like energy storage and solid-state batteries [2] - The banking sector is currently at a relatively low valuation compared to the past year, presenting relative allocation value [2] - A series of activities aimed at promoting high-quality development of public funds in Beijing has been launched, focusing on investor education and protection, and enhancing the public fund industry's ability to serve the real economy [2]
泰康基金走进多所高校,助力大学生“守护财富 青春不负”
Xin Lang Ji Jin· 2025-09-30 02:47
活动现场,金融界银行研究院陈国汪院长围绕金融账户管理、个人征信维护、普惠金融服务及投资理财 基础原理等与大学生密切相关的领域,结合生动案例深入浅出地讲解,帮助大学生直观理解日常生活中 的金融服务场景。 在随后的金融知识互动问答环节,泰康基金投教讲师从虚假"校园贷"、违法兼职陷阱、反洗钱风险等多 个维度,系统剖析校园高发诈骗案例,并重点强调"保护个人信息安全""拒绝不明链接点击""选择正规 金融机构"等防范要点。通过轻松的互动答题形式,学生们在参与中掌握了实用的金融安全保护知识, 进一步强化了对违法金融行为的辨别能力与防范意识,切实守护个人财产安全。 专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 为积极响应"新时代·新基金·新价值——北京公募基金高质量发展在行动"活动号召,贯彻《推动公募基 金高质量发展行动方案》要求,9月28日,泰康基金参与由金融界主办的"解锁金融・护航青春"金融知 识普及暨消投保走进校园公益活动,走进中国传媒大学人文学院,为大学生带来一堂生动的金融反诈宣 传课,助力在校学生丰富金融知识储备,提升金融安全保护意识。 展望未来,泰康基金将持续拓展高校与社区场景,开展形式多样的投资 ...
天相投顾:以长周期之“稳”,促高质量之“进”
Xin Lang Ji Jin· 2025-09-30 02:40
Core Viewpoint - The "Action Plan for Promoting the High-Quality Development of Public Funds" serves as a guiding framework for the transformation and upgrading of the industry, emphasizing the implementation of a long-term assessment mechanism for fund investment returns, which is crucial for fostering sustainable development and returning to the essence of value [1] Group 1: Multi-faceted Approach to Long-term Assessment - The "Action Plan" proposes multiple measures to enhance the industry's high-quality development, including the establishment of a comprehensive long-term assessment and incentive mechanism, focusing on performance assessment, classification evaluation, industry awards, and compensation management [2] - Fund companies are required to establish a performance assessment system centered on fund investment returns, with a weight of no less than 50% for management and 80% for fund managers, while long-term performance assessments for funds should have a weight of no less than 80% for periods exceeding three years [2] - The classification evaluation will increase the scoring weight for long-term performance, self-purchase of equity funds, investment behavior stability, and growth in equity investments by 50%, with a total weight of no less than 80% for "service to investors" [2] - The industry evaluation and awards system will be revised to focus on long-term performance over five years, optimizing indicator weights to eliminate unreasonable short-term performance rankings [2] Group 2: Quality Improvement and Efficiency - The implementation of long-term assessment policies is expected to lead to profound changes in the public fund industry, enhancing its ability to serve the real economy and support high-quality economic development [4] - The shift towards long-term investment principles will allow fund managers to focus more on the fundamentals and long-term growth potential of companies, rather than being influenced by short-term market fluctuations [4] - Improved evaluation systems and media focus on long-term performance will help investors reduce frequent trading due to market volatility, thereby lowering liquidity risks and enhancing fund management efficiency [4] - The long-term orientation will encourage fund managers to invest in research and talent development, transitioning the industry from a "scale-driven" to a "capability-driven" model, thereby enhancing research depth and investment stability [4] Group 3: Collaborative Pathway for Long-term Assessment Implementation - The successful implementation of long-term assessments requires collaborative efforts from all market participants to transition from "policy guidance" to "grounded execution" [5] - Fund managers need to restructure internal governance and incentive mechanisms, de-emphasizing short-term rankings while enhancing research capabilities [5] - Sales institutions should focus on investor education to cultivate long-term and value investment philosophies, improving customer holding experiences and guiding rational asset allocation [5] - Third-party evaluation agencies are working to develop a comprehensive evaluation system that reflects long-term returns, risk control, and strategy stability, aiming to better represent the true management capabilities of funds [5] Conclusion - The long-term assessment mechanism represents not only a shift in evaluation methods but also an upgrade in industry development philosophy, serving as a solid institutional support for the high-quality development of the public fund industry [6]
【高质量发展进行时】国寿安保基金:做好五篇大文章的探索与实践
Xin Lang Ji Jin· 2025-09-30 02:29
Core Viewpoint - The article emphasizes the importance of high-quality development in China's financial sector, focusing on five key areas: technology finance, green finance, inclusive finance, pension finance, and digital finance, as part of the broader strategy for modernizing China's economy and financial services [1][2][3][4][5][6]. Group 1: Technology Finance - The company actively engages in the technology finance sector, developing a research and investment system tailored for the technology industry and a "four-part" valuation method, resulting in a product matrix with distinct characteristics in innovation [2]. Group 2: Green Finance - The company responds to the "dual carbon" strategy by establishing a green fund system and a management framework, aligning with national policies and creating green finance-themed funds while implementing an investment negative list [3]. Group 3: Inclusive Finance - The company has built a robust inclusive finance service mechanism, achieving a personal customer base of 74.79 million and managing over 100 billion yuan in assets for individual investors, while also contributing to rural revitalization efforts with significant investments [4]. Group 4: Pension Finance - The company has established a dedicated department for fund of funds (FOF) investments, launched two pension-targeted funds, and is developing personal pension products to address the challenges of an aging population [5]. Group 5: Digital Finance - The company has implemented a dual-pillar IT infrastructure to enhance operational efficiency and security, utilizing advanced technologies such as big data and robotic process automation to improve the effectiveness of its digital transformation efforts [6].
嘉实基金:洞察新兴技术科技机遇,助力生物医药产业投资新发展
Xin Lang Ji Jin· 2025-09-29 09:16
Group 1 - The core theme of the series of activities is "New Era, New Fund, New Value," aimed at promoting high-quality development of public funds in Beijing [1] - Public funds are actively responding to policy calls, enhancing their investment research layout, and demonstrating solid asset allocation capabilities in various hot investment sectors this year [1] - The biopharmaceutical sector is experiencing significant growth, showcasing diverse development potential across various sub-industries, including medical devices, innovative drugs, and traditional Chinese medicine [1] Group 2 - The innovative drug sector is expected to lead the pharmaceutical industry, with a strong performance anticipated through 2025, driven by favorable policies and improved fundamentals [2] - The Chinese government is supporting the pharmaceutical industry by optimizing the approval process for innovative drugs and including them in basic medical insurance, which enhances market opportunities for domestic companies [2] - The innovative drug industry is entering a new phase of "dual breakthroughs," with domestic companies transitioning from following global trends to leading them [2] Group 3 - 嘉实基金 has systematically planned its investment research capabilities and product layout in the innovative drug sector, focusing on high-growth areas [3] - The company has established a dedicated research team for the health sector, covering various sub-sectors of biopharmaceuticals, and has created an innovative drug industry chain research group to support investment decisions [3] - 嘉实基金 offers a diverse product line in the innovative drug sector, including passive investment options that track pharmaceutical indices and actively managed products targeting opportunities in A-shares and Hong Kong stocks [3]
【金融教育宣传周】工银瑞信互动式体验空间《财富集装箱》亮相金融街购物中心广场
Xin Lang Ji Jin· 2025-09-29 09:13
Group 1 - The "2025 Financial Education Promotion Week" was launched from September 15 to 21, organized by multiple financial regulatory bodies in China, aiming to enhance public financial knowledge through interactive activities [1] - The event featured a "Wealth Container" themed exhibition by ICBC Credit Suisse, focusing on investor education with engaging activities that teach risk management and fraud prevention [2] - The exhibition included various interactive stations that allowed participants to learn about financial principles and fraud detection in a fun and engaging manner, receiving positive feedback for its practicality [2] Group 2 - Financial education is recognized as a foundational and long-term initiative, with ICBC Credit Suisse committed to aligning with national financial regulatory requirements and industry developments [3] - The company aims to continuously innovate in investor education and protection, emphasizing the importance of safeguarding financial rights and enhancing public understanding of financial services [3]