优化考核指挥棒 引导“长钱长投”

Core Viewpoint - The article emphasizes the need for state-owned commercial insurance companies to focus on long-term investment strategies, optimize asset allocation, and enhance the ability to generate stable long-term returns, thereby contributing to the preservation and appreciation of state-owned capital while actively serving the real economy [1][3]. Group 1: Long-term Investment Strategy - State-owned commercial insurance companies are encouraged to adopt a long-term perspective in their operations, enhancing their capacity for long-term fund management and optimizing asset allocation to achieve stable long-term returns [1][3]. - The Ministry of Finance has issued a notice to increase the weight of long-term performance indicators in the evaluation of state-owned commercial insurance companies, guiding insurance funds towards stable long-term investments [1][2]. Group 2: Performance Evaluation System - The performance evaluation system for state-owned financial enterprises, including commercial insurance companies, assesses four categories: service to national development goals, quality of development, risk prevention, and operational efficiency [2][4]. - The new regulations enhance the long-cycle assessment of state-owned commercial insurance companies by adjusting the evaluation metrics to include annual, three-year, and five-year indicators, thereby promoting long-term investment behavior [3][4]. Group 3: Role in Capital Markets - Insurance funds are characterized by stable sources, large scales, and long durations, making them crucial "long money" investors in the capital market [2][4]. - The adjustment in performance evaluation aims to reduce the emphasis on short-term performance, encouraging insurance companies to engage in long-term, value-based, and stable investments, thus increasing the supply of medium- and long-term funds in the capital market [3][4].