Core Insights - Shenzhen aims to leverage its rich innovation resources and diverse industrial categories to upgrade traditional industries, targeting a total scale of over 700 billion yuan in three years [1][2] - The city plans to implement 12 policy measures, including the establishment of various investment funds to support mergers and acquisitions in traditional industries [1][2] - Shenzhen's advanced manufacturing and high-tech manufacturing account for 68.2% and 58.2% of the city's industrial added value, respectively [1] Group 1: Traditional Industry Development - Shenzhen has a strong presence in traditional industries such as high-end women's clothing, jewelry, and eyewear, with the jewelry industry leading the nation in annual industrial output [2] - The city will implement an action plan to integrate artificial intelligence into various traditional sectors, aiming to digitize over 100 traditional enterprises within three years [2][3] - The government encourages the fusion of traditional manufacturing with new technologies and high-performance materials, targeting the creation of over 100 cross-industry fashionable products by 2027 [3] Group 2: Investment and Policy Measures - Shenzhen will utilize strategic emerging industry funds to support state-owned enterprises and traditional industry leaders in establishing acquisition funds [1] - The investment model will combine government guidance, listed company capital, and professional investment institutions to nurture high-potential enterprises [1] - The city has previously recognized the importance of both traditional and emerging industries as components of a modern industrial system, indicating a balanced approach to industrial development [5]

经济观察网据央视新闻客户端消息，9月29日，全国社会保障基金理事会发布了2024年度基本养老保险 基金运行情况。数据显示，2024年末，基本养老保险基金资产总额28396.52亿元，其中，地方养老基金 资产总额28247.96亿元，2024年地方养老基金投资收益额1056.88亿元，投资收益率5.52%；风险基金自 2023年正式开展投资运营，2024年资产总额150.81亿元。 ...

全国社会保障基金理事会29日发布的基本养老保险基金受托运营年度报告显示：2024年末，养老基金资 产总额28396.52亿元，地方养老基金资产总额28247.96亿元；地方养老基金2024年投资收益率达 5.52%，实现基金保值增值。 养老基金分为地方养老基金和风险基金两部分。数据显示，2024年末，地方养老基金资产总额28247.96 亿元，权益总额23233.02亿元；风险基金资产总额150.81亿元，权益总额117.01亿元。 投资业绩方面，报告显示，地方养老基金2024年投资收益额1056.88亿元，投资收益率5.52%。自2016年 12月受托运营以来，地方养老基金累计投资收益额4123.59亿元，年均投资收益率5.06%。 风险基金方面，2024年收益额3.32亿元，收益率3.46%；自2023年正式开展投资运营以来，累计收益额 4.80亿元，年均收益率2.93%。 这位负责人介绍，2024年，面对外部压力加大、内部困难增多的复杂严峻形势，社保基金会坚持以人民 为中心的价值取向，深入分析宏观经济趋势和资本市场形势，统筹把握中长期目标和当年收益，实现基 金保值增值，为积极应对人口老龄化加快财富积累。 ...

Group 1: Changes in Leadership - Xinda Australia Fund announced that Shang Jian will serve as the acting chairman starting August 22, replacing Zhu Ruimin who left due to work arrangements. Shang's tenure will not exceed six months [1] - Huabao Fund announced that Huang Kongwei has left the position of chairman due to age reasons, with Xia Xuesong, the former chairman of Baoxin Software, taking over [1] Group 2: Stock ETF Performance - The median change in stock ETFs reached 3.83% last week, indicating a significant upward trend. Over 40% of more than 1,000 stock ETFs in the A-share market achieved new net value highs as of August 22 [2] - Some technology-themed ETFs saw substantial gains, with certain ETFs increasing over 21% in a week. However, there was a divergence in performance among different industry themes, with gold and real estate ETFs experiencing declines [2] Group 3: Pension Fund Investments - Pension funds have newly appeared in the top ten circulating shareholders of 29 companies during the second quarter, as reported by Choice [3] - Among the stocks where pension funds increased their holdings by over 100 million yuan, 11 companies were identified, including Satellite Chemical, Shengyi Technology, and Yuyue Medical [3] Group 4: Public Fund of Funds (FOF) Performance - As of August 22, the average performance of 515 public FOFs reached 9.41% year-to-date, with only one product showing negative returns. Nearly 40 public FOFs recorded a cumulative net value growth rate exceeding 20% [4] - Notable performers include Guotai Youxuan Leading One-Year Holding and Guotai Industry Rotation A, with annual unit net value increases of 45.49% and 39.97%, respectively [4] Group 5: Investment in Kexin New Materials - According to the latest disclosure, Feng Mingyuan's managed funds have newly appeared in the top ten circulating shareholders of Kexin New Materials, holding 2.2145 million shares and 963,400 shares, making them the fifth and ninth largest shareholders, respectively [5] - Kexin New Materials specializes in high polymer material applications, serving various industries including telecommunications, power, automotive, and semiconductors since its establishment in 2008 [6] Group 6: ETF Market Review - On August 25, the market experienced a rally, with the Shanghai Composite Index rising by 1.51%, approaching 3,900 points, and the Shenzhen Component Index increasing by 2.26% [7] - The total trading volume reached 3.14 trillion yuan, an increase of 594.4 billion yuan compared to the previous trading day, with sectors like rare metals and communication equipment leading the gains [7]