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 2022年4月26日，中国证监会发布《关于加快推进公募基金行业高质量发展的意见》：持续深入开展"合 规、诚信、专业、稳健"行业文化建设工作，加强从业人员职业操守和道德规范培训，摒弃急功近利、 拜金主义等不良文化现象；强化发起人道德操守等审核，将合规风控水平、长期投资业绩等纳入绩效考 核，严格执行薪酬递延制度等。 2023年4月14日，中国证券投资基金业协会发布《公募基金行业文化建设自律公约》：要求行业坚持党 的领导，牢记初心使命，切实服务实体经济和国家战略；恪守守法合规、践行信义义务等底线，针对少 数从业人员不良行为明确监管态度，强化行业机构人员、薪酬管理的主体责任，共同践行和营造风清气 正的行业生态。 2025年5月7日，中国证监会印发《推动公募基金高质量发展行动方案》：要求夯实行业文化根基。建立 健全行业文化建设工作评估评价体系，定期开展评估反馈，加大对正面典型的宣传推广。完善从业人员 执业操守自律准则，更好发挥行业自律监督作用。定期开展廉洁从业现场检查，强化行业政商"旋转 门"综合治理，大力弘扬和践行"五要五不"的中国特色金融文化。 东兴基金 ...

Core Viewpoint - The capital market serves as a "barometer" of the national economy and a "pool" for the wealth of millions of families, emphasizing the importance of investor education to promote rational decision-making among investors [1] Group 1: Investor Education Initiatives - The "Spark Plan" for investor education was launched on May 15, 2024, with the support of various financial institutions and regulatory bodies, aiming to gather resources and wisdom from across the market to enhance investor education [1] - The plan has formed a cross-industry alliance with over 100 member units, addressing the fragmentation in the investor education sector and promoting a collaborative ecosystem [1] Group 2: Innovative Communication Strategies - The "Spark Plan" has introduced diverse communication methods to overcome traditional limitations in investor education, hosting various activities that focus on innovative content delivery [2] - Notable initiatives include the "Building Financial Literacy" campaign, which attracted 66 institutions and 129 submissions, achieving over 10 million views and enhancing investors' financial awareness [2] - The "Financial Strong Nation Lecturer Competition" engaged over 1,000 lecturers from more than 100 financial institutions, creating engaging and informative courses on capital market topics [2] Group 3: Long-term Operational Framework - The "Spark Plan" has established a long-term operational platform that continuously produces quality educational content and activities, receiving widespread recognition from regulatory bodies and market institutions [3] - The initiative was awarded as a "2024 Typical Case of Social Responsibility" by Chinese economic media, highlighting its significant social value [3] - Moving forward, the plan aims to create regular activities and enhance technological empowerment, exploring new educational formats such as AI tools and interactive games to improve investor education quality [3]

Core Viewpoint - The article emphasizes the importance of investor education as a broad, inclusive service rather than a niche offering, highlighting the need for systematic planning and long-term commitment to effectively serve millions of investors [2][3]. Group 1: "Big Investor Education" Concept - The company has introduced the "Big Investor Education" concept, which involves a comprehensive work system that encourages participation from all employees and integrates investor education into daily operations [3][4]. - The initiative includes establishing dedicated departments and centers for investor education, receiving national recognition as an internet investor education base, and forming specialized teams to carry out related activities [3][4]. Group 2: Action Guidelines - The company has outlined four key action guidelines: "Stay True to Original Intent," "Build a System," "Emphasize Accompaniment," and "Speak in Plain Language" to ensure effective and efficient investor education [6][7]. - "Stay True to Original Intent" focuses on maintaining neutrality and prioritizing investor interests while delivering objective and professional knowledge [6]. - "Build a System" involves creating structured frameworks for content, activities, and digital tools to facilitate organized and accessible investor education [7]. - "Emphasize Accompaniment" aims to provide relevant knowledge and support throughout different stages of the investment journey, ensuring that educational content is readily available [8]. - "Speak in Plain Language" stresses the importance of making financial concepts understandable for ordinary investors, using relatable and engaging formats [8]. Group 3: Engaging with Investors - The company believes that effective investor education requires close interaction with investors to gather insights and feedback, which helps tailor educational content to their needs [9]. - A structured mechanism is in place to collect and analyze investor feedback, ensuring that educational topics are relevant and address common concerns [9]. Group 4: Industry Collaboration - The company actively participates in industry-wide initiatives to share educational resources and insights, having produced over 910 original educational materials since the establishment of its investor education base in 2021 [10]. - The collaborative approach aims to amplify the impact of investor education efforts across the industry, benefiting from shared knowledge and resources [10].