《工作办法》围绕政府投资基金"投向哪、怎么投、谁来管"三方面,提出14项政策举措。 14项政策举措系统规范 政府投资基金布局投向 在优化基金布局方面,要求基金支持重大战略、重点领域和市场难以有效配置资源的薄弱环节,推动科技 创新和产业创新深度融合,着力培育新兴支柱产业,坚持投早、投小、投长期、投硬科技。 1月12日,国家发展改革委、财政部、科技部、工业和信息化部联合发布《关于加强政府投资基金布局规 划和投向指导的工作办法》(下简称《工作办法》)。国家发展改革委相关负责人表示,这是首次在国家层 面对政府投资基金的布局和投向作出系统规范。 国家发展改革委相关负责人表示,近年来,一些政府投资基金在设立和运作中出现与地方资源禀赋和产业 基础不匹配、基金定位不清、投向同质化等问题。针对这些情况,《工作办法》对国家级基金和地方基 金的功能定位和投资重点作出明确要求。 《工作办法》明确,国家级基金要立足全局,围绕基金定位,重点支持国家现代化产业体系建设和关键核心 技术攻关,着力补齐产业短板、突破发展瓶颈。 同时,要求地方基金结合本地产业基础和发展实际选择投资方向,在项目投资中落实全国统一大市场要求, 重点支持产业升级、创新 ...

Core Viewpoint - The National Development and Reform Commission, Ministry of Finance, Ministry of Science and Technology, and Ministry of Industry and Information Technology jointly released a systematic guideline for government investment funds, marking the first national-level regulation on their layout and direction [1][5]. Group 1: Policy Framework - The guideline outlines 14 policy measures focusing on three main aspects: investment direction, investment methods, and management [2][6]. - It emphasizes the need for funds to support major strategies, key areas, and weak links where market resources are insufficient, promoting deep integration of technological and industrial innovation [2][6]. - The guideline mandates that fund investments must align with national major plans and encourage industries listed in the national industrial directory, prohibiting investments in restricted, eliminated, or explicitly banned sectors [2][6]. Group 2: Fund Management and Direction - The guideline specifies that provincial development and reform departments are responsible for creating local priority investment lists to optimize fund layout and direction [2][6]. - It addresses issues such as mismatches between government investment funds and local resource endowments, unclear fund positioning, and homogeneous investment directions [2][6]. - National-level funds are required to focus on supporting the construction of a modern industrial system and tackling key core technology challenges, aiming to fill industrial gaps and overcome development bottlenecks [7]. Group 3: Local Fund Guidelines - Local funds are instructed to choose investment directions based on local industrial foundations and development realities, supporting industrial upgrades, innovation capacity enhancement, and the incubation of small and micro private enterprises and technology-based companies [7]. - The National Development and Reform Commission has also developed a management guideline for evaluating fund investment directions, combining positive guidance with negative constraints to establish a comprehensive evaluation system for fund operation management [3][7].

Group 1 - The meeting emphasized the importance of investment as a key driver for expanding domestic demand, with a focus on high-quality promotion of "two重" construction and stimulating private investment [1][3] - A total of 800 billion yuan worth of "two重" construction project lists have been fully issued, which is expected to support investment in the second half of the year [3] - The policy support for major infrastructure construction, industrial transformation, and high-tech application scenarios is anticipated to increase in the second half of the year, with more sectors opening up to private investment [5] Group 2 - The meeting highlighted the need to cultivate internationally competitive emerging pillar industries, with a focus on advanced manufacturing and new-generation information technology [8] - The strategy aims to shift the focus from "scale expansion" to "quality and efficiency improvement" in industrial policy and competition policy [8] - The promotion of a unified national market is expected to optimize market competition order and address issues of disorderly competition among enterprises [10][15] Group 3 - The emphasis on technology innovation and product quality improvement is seen as crucial for enhancing the overall competitiveness of industries in international markets [13] - Further regulation of market competition is expected to create a survival of the fittest market environment, benefiting corporate profits [15]