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粤开证券:人格化、本土化叙事,探投教内容“破圈”新路径
Nan Fang Du Shi Bao· 2025-05-15 01:43
Core Viewpoint - The article discusses the innovative practices and challenges faced by Yuet Kai Securities in investor education, emphasizing the importance of adapting to new technologies and communication methods to enhance investor engagement and knowledge [2][3][11]. Group 1: Investor Education Framework - Yuet Kai Securities has established a "three-in-one" investor education system, integrating headquarters coordination, branch collaboration, and external partnerships [3]. - The company has over 140 staff dedicated to investor education, implementing quantifiable assessment standards to measure effectiveness [3][4]. - The educational content focuses on securities knowledge, market dynamics, risk warnings, and rights protection, utilizing interactive and engaging methods to enhance financial literacy [3][4]. Group 2: Innovative Activities and Outreach - The company has implemented the "Five Entrances" model to reach diverse communities, including rural areas and schools, through various themed projects [4]. - The "Health Run" initiative has reached over 1.42 million participants over three years, showcasing the company's commitment to public education [4][8]. - Yuet Kai Securities has launched lightweight educational products, such as short videos and interactive scenarios, to reduce information acquisition time for investors [6]. Group 3: Content Creation and Cultural Integration - The "Ai Ke Talks Economy" video series has gained recognition for its engaging and professional content, focusing on current market trends and expert insights [7][10]. - The company has developed localized educational IPs, such as "Yue Xiao Kai" and "Huang Xiao Hong," to blend regional culture with financial knowledge [7][10]. - Recent works have achieved over 653,600 views across platforms, indicating successful audience engagement [8]. Group 4: Challenges and Future Plans - Yuet Kai Securities faces challenges in content dissemination, including diverse audience needs and competition in the financial content space [10][11]. - The company plans to enhance its educational efforts through technology, including AI tools for content generation and targeted outreach [11][12]. - An "AI + Human Dual Review Mechanism" is being implemented to ensure the quality and compliance of AI-generated content [12].