Core Insights - The National Social Security Fund achieved an investment income of 218.42 billion yuan in 2024, with an investment return rate of 8.10% [1][2] - The fund's total assets reached 3.322 trillion yuan by the end of 2024, with domestic investments accounting for 86.82% of the total [1][2] - The fund's average annual investment return since its establishment is 7.39%, totaling cumulative investment income of 1.900 trillion yuan [1][2] Investment Strategy - The fund adopted a strategy of "seeking progress while maintaining stability," focusing on market analysis and maintaining a stable equity risk exposure to capitalize on the A-share market rebound [1][2] - Increased allocation to fixed-income assets allowed the fund to effectively seize investment opportunities arising from declining interest rates [1][2] - The fund emphasized equity investments and optimized overseas investment layouts to diversify risks and enhance overall returns [1][2] Asset Allocation - By the end of 2024, the fund's total equity amounted to 2.9128 trillion yuan, with cumulative fiscal net allocations of 1.2117 trillion yuan and cumulative investment appreciation of 1.7012 trillion yuan [2] - Direct investment assets constituted 28.55% of total assets, while entrusted investment assets made up 71.45% [1][2] Stock Investment Performance - The fund maintained a positive outlook on domestic stocks, leveraging long-term capital advantages and closely monitoring market dynamics to optimize asset allocation [3] - Both domestic and overseas stock investments yielded favorable returns during the reporting period [3] Fixed Income and Cash Management - The fund strategically increased investments in bank deposits and domestic and foreign bonds, effectively utilizing fixed-income assets as a safety net amid fluctuating interest rates [4] - Active liquidity management was employed to enhance cash asset returns while meeting liquidity needs [4] Focus on Sustainable Investment - The fund is increasing its allocation to technology innovation sectors, aligning with national strategic directions and focusing on core technology enterprises [5] - Sustainable investment principles are being integrated into investment practices, with a focus on clean energy and supporting national goals such as carbon neutrality [5][6] - The fund is enhancing cooperation with international sustainable development organizations to share practices and explore collaboration opportunities [5][6]
2024年社保基金投资收益率8.10%
Zhong Guo Zheng Quan Bao·2025-09-29 20:45