利好来了！事关政府投资基金，四部门重磅发文

Core Viewpoint - The joint release of the "Work Method" by four government departments aims to provide systematic guidelines for the layout and investment direction of government investment funds, focusing on supporting emerging and future industries [1][2]. Group 1: Investment Direction - The "Work Method" emphasizes that funds should support major strategies and key areas, particularly in sectors where market resource allocation is weak, promoting deep integration of technological and industrial innovation [5]. - Investment areas include emerging industries such as new generation information technology, new energy, new materials, high-end equipment, new energy vehicles, green environmental protection, civil aviation, and marine engineering equipment [7]. - Future industries highlighted include the metaverse, brain-computer interfaces, quantum information, humanoid robots, generative artificial intelligence, biomanufacturing, biological breeding, future displays, future networks, and new energy storage [7]. Group 2: Fund Management and Evaluation - The "Management Method" establishes a comprehensive evaluation system for fund operations, combining quantitative and qualitative assessments, focusing on policy compliance, production layout optimization, and policy execution capabilities [6][7]. - Three primary evaluation indicators are set: policy compliance (60% weight), production layout optimization (30% weight), and policy execution capability (10% weight) [7]. - The evaluation will consider whether fund investments align with national major planning and encourage industries listed in the national industrial directory, avoiding restricted or eliminated sectors [5][6]. Group 3: Regional Focus and Local Fund Management - Local funds are required to align their investment directions with local industrial foundations and development realities, supporting industrial upgrades and innovation capabilities, particularly for small and micro enterprises and technology-based companies [6]. - The "Work Method" mandates that provincial development and reform departments create lists of key investment areas to optimize fund layout and direction [5][6].