以耐心资本服务国家发展战略——专访中保投资董事长贾飙

Core Viewpoint - Zhongbao Investment has established itself as a significant player in the long-term investment and patient capital sector in China, managing over 450 billion yuan in assets and focusing on supporting national development strategies through a new strategic plan [2][4][8]. Group 1: Company Overview - Zhongbao Investment was founded in December 2015 in Shanghai and serves as the manager and general partner of the China Insurance Investment Fund [2]. - The company has developed a diverse product toolbox characterized by "equity + debt + mezzanine" investments, emphasizing its role in the domestic long-term investment landscape [2]. Group 2: Strategic Initiatives - In December 2024, Zhongbao Investment collaborated with Xinhua Insurance and Zhonghui Life to establish the Zhijixin Fund, investing approximately 2.037 billion yuan to acquire shares in the Shanghai Integrated Circuit Industry Investment Fund, marking the largest single S fund transaction in China that year [3]. - The company raised 20 billion yuan to invest in Shanghai Real Estate Group to support urban renewal projects, benefiting nearly 60,000 residents [3]. - Zhongbao Investment has supported major infrastructure projects and technology enterprises, with cumulative cooperation scale reaching 48 billion yuan in overseas port projects [3][4]. Group 3: Competitive Advantages - The company has established four core competitive advantages: 1. Strong brand influence in the asset management industry [4]. 2. Unique integration capabilities due to its regulatory background, acting as a bridge between government and market [4]. 3. Diverse product innovation, offering customized financial solutions across various sectors [4]. 4. Agile decision-making structure that enhances responsiveness to market changes [5]. Group 4: Investment Philosophy - Zhongbao Investment emphasizes the importance of long-term, rational, and value-based investments, avoiding short-term speculation [6]. - The company is actively investing in key sectors such as integrated circuits, renewable energy, and biomedicine, supporting leading technology firms to address critical challenges [6][7]. Group 5: Future Development Strategy - The company plans to implement a new strategic framework of "One Foundation, Two Industries, Three Comprehensives, and Four Transformations" to enhance its asset management capabilities and international presence [8]. - Zhongbao Investment aims to expand its international asset allocation to meet the growing demands of Chinese enterprises going global [8].