事关政府投资基金！国家发改委发布重磅文件

Core Viewpoint - The National Development and Reform Commission (NDRC) has released a draft for public consultation aimed at enhancing the role of government investment funds in supporting national strategies, industrial upgrades, and innovation, while attracting more social capital for the construction of a modern industrial system [1][2]. Group 1: Government Investment Fund Objectives - The government investment funds will focus on supporting the modernization of industries, tackling key core technology challenges, and major cross-regional projects, while addressing industrial development shortcomings and bottlenecks [2][3]. - The funds will aim to increase high-end production capacity, emphasizing technological innovation and core technology breakthroughs to achieve high-level technological self-reliance [2][3]. Group 2: Investment Guidelines and Restrictions - The draft specifies that government investment funds must not invest in restricted or eliminated industries as outlined in the "Industrial Structure Adjustment Guidance Catalog" and other relevant policy documents [4]. - The funds are encouraged to avoid blind investments in emerging industries and to support mergers and acquisitions, technological upgrades, and the enhancement of traditional industries [4]. Group 3: Evaluation and Performance Metrics - An evaluation index system will be established to strengthen the control of fund investments, focusing on policy alignment, optimization of investment layout, and execution capability [5][6]. - The evaluation will cover three main areas: compliance with policy direction (60% weight), optimization of production layout (30% weight), and policy execution capability (10% weight) [6]. Group 4: Focus Areas for Investment - The investment focus will include nurturing emerging and future industries such as new-generation information technology, renewable energy, advanced manufacturing, and artificial intelligence [6][7]. - There will also be an emphasis on upgrading traditional industries through major technological transformations and supporting the digital transformation of small and medium-sized enterprises [6][7].