金融监管总局：引导保险资金投资与保险业相关的战略产业和新兴行业

Core Viewpoint - The recent notification from the National Financial Supervision Administration aims to regulate major equity investments by insurance funds in unlisted companies, promoting the alignment of insurance capital with social welfare, the real economy, and national strategies [1][3]. Group 1: Major Equity Investment Definition - The notification defines major equity investments as direct equity investments by insurance institutions and their affiliates that result in control or joint control over unlisted companies [3][4]. Group 2: Industry Focus Adjustment - The notification encourages insurance companies to focus on their core business and adjust the range of investable industries, emphasizing investments in technology and big data industries that align with national strategic emerging industries [3][5]. Group 3: Governance and Internal Control - Insurance institutions are required to establish robust decision-making processes and management mechanisms for equity investments, enhancing post-investment management and risk isolation [4][5]. Group 4: Compliance and Rectification - New investments must comply with the notification, while existing investments that do not meet the requirements must have a rectification plan submitted to regulators with a clear timeline for implementation [4][5]. Group 5: Regulatory Intent and Future Actions - The implementation of the notification is seen as a crucial step in standardizing the management of insurance fund equity investments, helping the insurance industry return to its primary responsibilities and effectively serve the real economy [7][8].