《通知》明确重大股权投资的概念，调整可投资行业范围，规范治理约束和内部管控，明确"新老划断"要求，引导行业明确长期发展定位与战略，审慎稳 健开展与保险业相关的重大股权投资。 调整可投资行业范围 增加科技、大数据产业 金融监管总局有关司局负责人就《通知》答记者问时表示，2010年以来，监管部门陆续发布《保险资金投资股权暂行办法》等规定，允许保险公司使用自 有资金开展重大股权投资，行业范围包括保险类、非保险金融类，与保险业务相关的养老、医疗、汽车服务、现代农业等行业。目前，保险资金重大股权 投资风险总体可控，在实现产业协同和资源共享、提升专业化经营能力等方面取得了积极成效。 不过，上述负责人表示，随着形势环境变化和行业发展，重大股权投资领域产生了一些新的矛盾和问题。保险机构对新经济、新技术的股权融资支持力度 有待提升，对被投资企业管理有待加强。 值得一提的是，《通知》增加了与保险业务相关的"科技""大数据产业"。"此次《通知》优化了保险资金重大股权投资的行业范围，引导保险资金投资与 保险业相关的战略产业和新兴行业，助力新质生产力发展。"上述负责人介绍。 《通知》明确，保险集团（控股）公司、保险公司开展重大股权投资 ...

Core Viewpoint - The Financial Regulatory Bureau has issued a notice to regulate major equity investments by insurance funds in unlisted companies, optimizing the scope of investment activities [1] Group 1: Investment Scope - Insurance groups and companies can invest in both insurance-related and non-insurance financial enterprises, as well as sectors related to insurance business such as elderly care, healthcare, automotive services, technology, big data, and modern agriculture [1] Group 2: Management and Compliance - Insurance institutions are required to enhance overall management of invested enterprises, establish sound decision-making processes and authorization management mechanisms, and strengthen internal control management to ensure accountability [1] Group 3: Transition Period - A five-year transition period is set for existing businesses that do not comply with the new requirements, during which insurance institutions must develop and implement rectification plans after regulatory approval [1] Group 4: Risk Assessment - The Financial Regulatory Bureau stated that the risks associated with major equity investments by insurance funds are generally controllable, highlighting positive outcomes in achieving industrial synergy, resource sharing, and enhancing professional operational capabilities [1]

Market Overview - Yale University is selling up to $6 billion of its private equity portfolio, marking its first large-scale divestment from private holdings, with a reported 15% discount on the assets to prioritize liquidity [2] - The National Financial Regulatory Administration issued a notice regarding significant equity investments in unlisted companies by insurance funds, emphasizing compliance with specific regulations for investment platforms and private equity funds [2] - Beijing's healthcare authorities and nine departments released measures to support high-quality development in innovative pharmaceuticals, including the establishment of a 50 billion yuan healthcare industry fund and a 10 billion yuan pharmaceutical merger fund [3] - Two funds in Shunyi District, Beijing, were established with a total of 10 billion yuan, focusing on advanced sectors such as new energy vehicles and artificial intelligence [5] - A national artificial intelligence fund with a total scale of 60.6 billion yuan was established to promote high-quality development in the AI industry, covering the entire AI value chain [5] - The second AIC fund in Haidian District, Beijing, was successfully established with a registered capital of 100.5 million yuan, co-funded by market institutions [6] - The first "city-district-town" collaborative equity investment fund in Shunyi District was launched with a subscribed scale of 525 million yuan, focusing on new energy vehicles and aerospace [6]