近日，由新华财经(国家金融信息平台)、西南财经大学经济与管理研究院、易方达财富管理基金销售(广 州)有限公司、晨星资讯(深圳)有限公司联合发布的《中国基金投顾业务洞察报告(2025)》正式发布。盈 米且慢 MCP(AI 专用金融工具解决方案)凭借其在 AI 金融服务领域的卓越表现和行业领先地位，被新华 财经权威报告收录，成为基金投顾业务智能化转型的典型标杆案例。 新华财经权威认可 技术创新获高度评价 《中国基金投顾业务洞察报告(2025)》作为基金投顾行业的年度权威报告，依托 18 家投顾机构及 5 家 基金销售机构 2022 年至 2025 年 9 月的业务运营数据，以及覆盖近 8 千名个人投资者的专项问卷调研结 果，从客群结构、行为模式、收益表现、服务需求等多维度展开分析，为行业发展提供重要参考。 1、案例背景与目标 随着生成式 AI 的兴起，财富管理服务模式正在被重心建构，但通用 AI 大模型在金融服务的场景中存 在模型幻觉、专业能力欠缺等痛点，具体表现如下： 数据质量低：底层金融数据的结构性缺失，导致输出等数据 "张冠李戴"。 容易产生幻觉：大模型可能会产生 "幻觉"，生成与事实不符的错误信息。 信息 ...

Group 1 - The core viewpoint of the news is that Yingmi Fund has been recognized for its excellence in investment advisory services, winning multiple awards for its innovative practices and contributions to the industry [1][2][3] - Yingmi Fund has won the 2025 Xinhua Finance Fund Advisory "Golden Advisory Institution" award and the "Advisory Star" award for outstanding contributions to the construction of the advisory ecosystem in Guangzhou, marking its fourth consecutive year of recognition [1] - The company has established itself as a leader in the buy-side advisory sector, demonstrating significant achievements in the innovation of advisory service models and the development of the TAMP platform [1][2] Group 2 - Yingmi Fund launched the first fund combination platform in China in 2016, initiating the buy-side advisory 1.0 era, and has since evolved to introduce the advisory service 2.0 model, which integrates various solutions centered around account management [2] - As of September 2025, the average holding period for clients on the Qieman platform is 772 days, with a profit ratio of 96%, indicating strong client trust and satisfaction compared to self-trading clients [2] - The new "Fellow Traveler Rights System" introduced by Qieman is the first in the industry to use "investment duration" as a core dimension for client rights classification, aiming to encourage long-term holding through positive value incentives [2] Group 3 - Yingmi Fund's TAMP platform has served over 200 institutions, providing essential capabilities for teams and institutions to conduct fund advisory business [3][4] - The TAMP platform is designed to support advisory teams and financial institutions with backend services, including strategy management, portfolio trading, and operational support, thereby enhancing efficiency and professionalism in serving investors [3][4] - Strategic partnerships have been established with institutions such as Yuekai Securities and AVIC Securities to provide comprehensive support in advisory strategy output, product research, and client management [4] Group 4 - Yingmi Fund has launched the "Investment Advisor TAMP Platform Anhui Empowerment Base" project, aiming to set a benchmark for wealth management transformation and buy-side advisory practices in East China and nationwide [5] - The company is actively exploring institutional advisory solutions across six dimensions, including advisory strategy, asset allocation, and technology support, to address the transformation needs of financial institutions [7] - The introduction of AI technology in the advisory service system aims to enhance operational efficiency and compliance management, with the launch of the Yingmi Fund Compliance Review System [8]