8.1%！社保基金2024年投资成绩单来了

Core Insights - The National Social Security Fund achieved significant investment returns in 2024, with an annual investment income of 218.42 billion and an investment return rate of 8.10% [1][2] - Since its establishment, the fund has maintained an average annual investment return rate of 7.39%, with cumulative investment income exceeding 1.9 trillion, reaching 1.900998 trillion [1][2] Investment Performance - By the end of 2024, the total assets of the National Social Security Fund reached 3.322462 trillion, with total equity of 2.912802 trillion [2] - The fund's asset allocation is characterized by a predominance of domestic investments, with 86.82% of assets invested domestically, contributing significantly to overall returns [2] - The fund achieved realized income of 43.65 billion, with a realized return rate of 1.64%, and fair value changes of trading assets amounting to 174.77 billion, indicating strong performance in capital market fluctuations [2] Investment Strategy - The fund employs a comprehensive asset allocation system, including strategic and tactical asset allocation, as well as asset rebalancing, to manage investments effectively [4] - The fund maintains a long-term investment perspective in domestic stocks, leveraging the advantages of long-term capital to optimize asset allocation and enhance investment quality [4] - In fixed income investments, the fund has increased investments in bank deposits and domestic and foreign bonds, effectively utilizing fixed income assets as a safety net [5] Policy and Market Environment - The continuous promotion of long-term capital entering the market has a dual empowering effect on fund growth, providing flexible investment space and a stable investment environment [3] - The fund's investment management capabilities have matured, demonstrating a systematic approach to balancing risks while supporting national strategic goals [6] - The fund is advised to dynamically adjust asset allocation ratios to manage potential risks, particularly in overseas investments, while exploring opportunities in emerging technology sectors [6]