投资收益率8.10%！社保基金2024年“成绩单”出炉

Core Viewpoint - The National Social Security Fund (NSSF) reported a strong investment performance for 2024, with a total investment income of 218.42 billion yuan and an investment return rate of 8.10%, reflecting a strategic focus on stable growth and risk management in a volatile market environment [3][5][7]. Investment Performance - In 2024, the NSSF achieved an investment income of 218.42 billion yuan, with realized income of 43.65 billion yuan and a fair value change of trading assets amounting to 174.77 billion yuan [3][5]. - The average annual investment return since the fund's inception is 7.39%, with cumulative investment income reaching 1.90 trillion yuan [4][6]. Asset Allocation - As of the end of 2024, the total assets of the fund amounted to 3.32 trillion yuan, with direct investments accounting for 28.55% and entrusted investments for 71.45% [5]. - Domestic investments made up 86.82% of the total assets, while overseas investments constituted 13.18% [5]. Strategic Focus - The NSSF emphasizes a systematic approach to investment, balancing strategic asset allocation with tactical adjustments to manage risks effectively [7]. - The fund is committed to increasing investments in key sectors aligned with national strategies, such as clean energy and technology innovation, to support sustainable development [11][13]. Stock and Fixed Income Investments - The NSSF maintains a positive outlook on domestic stocks, leveraging long-term capital advantages and focusing on index-based investments to enhance efficiency [9][10]. - In fixed income investments, the fund has increased allocations to bank deposits and domestic and foreign bonds, capitalizing on favorable interest rate conditions [10]. Sustainable Investment Practices - The NSSF is integrating sustainable investment principles into its operations, increasing investments in clean energy to support national carbon reduction goals [12][13]. - The fund is also aligning its investment strategies with international sustainable development trends, enhancing its framework for sustainable investments [13].