On May 15th, the results of the Sina Finance 2026 Fund Investor Education Case Selection were officially announced. Everbright Securities was honored with the 2026 "Excellent Practice Award for Investor Education Projects" for its initiative titled "Guided by Party Building, Practicing Finance for the People."
To thoroughly implement the political and people-oriented nature of financial work, Everbright Securities has leveraged its capabilities, employing multiple measures to deepen and solidify investor education development. The initiative aims to foster a long-term investment philosophy and effectively protect the legitimate rights and interests of financial consumers.
Guided by Party building principles to practice finance for the people, the company has innovatively implemented a new "Party Building + Investor Education" model. Utilizing Party building alliance platforms, it conducts inclusive financial activities, guiding industry practitioners to uphold integrity, prudence, and a sense of responsibility, thereby materializing the concept of finance serving the people.
Through diverse measures, the company has enriched its inclusive activities. It has collaborated with Party-mass service centers in areas such as the Bund, Lujiazui, Jiangning, and Yuyuan to carry out financial literacy education and anti-fraud awareness campaigns, achieving deep integration between financial services and Party-mass services. Actively employing AI technology to create investor education materials, it has established a presence in the Alipay Financial Education Base. Anti-fraud awareness materials have been disseminated across 440 communities and commercial buildings in Shanghai. In 2025, the company organized 2,100 "Five Entries" investor education events, reaching campuses, communities, commercial districts, rural areas, and listed companies. Partnerships have been established with 59 institutions nationwide to develop collaborative financial courses and organize student visits to enterprises and investor education bases.
In recent years, Everbright Securities has cumulatively conducted nearly 5,000 investor education events, reaching an audience exceeding one million individuals. Since 2025, its investor education work has received 44 commendations and awards from various social organizations and mainstream media outlets.
Figure 1: On July 21, 2025, Everbright Securities and the Yuyuan Party-mass Service Center jointly organized a Party lesson study activity. Figure 2: On September 19, 2025, Everbright Group's Shanghai-based enterprises visited Fudan University in Shanghai. Figure 3: On May 3, 2025, Everbright Securities visited Shanghai Maritime University to deliver a major social and ideological-political course.