发挥险资长期稳健优势 股权投资仍有巨大潜力

Core Viewpoint - The 2025 Shenzhen International Financial Conference focuses on "Global Financial Markets and Policy Innovation," gathering industry leaders to discuss new paths for financial development [1] Group 1: Technology and Financial Innovation - Technology innovation is emphasized as a national strategy and a core engine for reshaping the financial industry [1] - Investment in technology within the financial sector is increasing, with a shift from traditional competition to technology-driven competition [1] - Key metrics show that the share of venture capital investment in technology, loans to high-tech enterprises, and the market capitalization of the technology sector in A-shares are all on the rise, indicating technology's critical role in serving the real economy [1] Group 2: Talent Development - The total number and proportion of technology talents in China's financial institutions are steadily increasing, but there remains a gap compared to international financial centers like New York [2] - It is suggested that future talent development should focus on cultivating interdisciplinary and composite financial talents through collaboration between universities and the market [2] Group 3: Insurance Sector Development - The insurance sector is urged to transition towards comprehensive risk management, focusing on four key areas: serving the real economy, improving livelihood security, maintaining financial safety, and establishing a disaster insurance system [3] - The "14th Five-Year Plan" period saw significant financial innovation achievements in the Greater Bay Area, with over 30 financial institutional innovation measures implemented [2][3] Group 4: Investment Strategies - The core goal of insurance fund equity investment is to ensure capital safety while serving national strategies and the real economy [3] - Insurance fund investments have evolved from "limited opening" to "precise regulation," creating a diversified investment landscape [3] - Recommendations for optimizing the policy environment for insurance fund equity investment include enhancing capital constraint mechanisms, clarifying rules, enriching asset management product systems, and opening innovative investment tools [4]