来源：证券时报 每日｜荐读 论坛： 新一批敲钟人，已在路上 荐读： 重新发现香港：科创时代的新蓝图 榜单： 全国首只AIC产业母基金来了 热文： 投资人"忙疯了" 12月4日，福建（厦门）社保科创基金在厦门签约，标志着社保科创基金正式落地福建。福建（厦门）社保科创基金由福建省、厦门市、全国社会保 障基金理事会、中国建设银行共同组建，将积极服务国家创新驱动发展战略，进一步壮大耐心资本，推动科技创新和产业创新深度融合。基金首期规 模200亿元。 ...

Core Points - The Zhejiang Social Security Science and Technology Innovation Fund held its first work promotion meeting, focusing on the establishment and management of six sub-strategy funds [1][2] - The meeting emphasized the importance of aligning with national strategies and enhancing the fund's operational quality through a market-oriented and professional approach [2] Group 1 - The meeting was attended by key leaders from the Zhejiang Provincial Finance Department and representatives from six proposed sub-strategy fund managers, discussing investment strategies and work plans [1] - The Zhejiang Social Security Science and Technology Innovation Fund aims to serve national strategies and promote innovation in Zhejiang, with a focus on value preservation and growth [2] - Fund managers are encouraged to enhance their political awareness and professional capabilities to ensure effective fund management and operation [2] Group 2 - The meeting highlighted the need for a structured operational mechanism, including monthly meetings and quarterly research, to ensure strategic coordination and compliance [2] - Fund managers are tasked with building a professional and efficient team to achieve precise investments and proactive planning [2] - There is a strong emphasis on accountability and urgency to ensure that all six sub-funds are established and operational by the end of the year [2]

Core Viewpoint - The establishment of the Jiangsu Social Security Science and Technology Innovation Fund represents a significant step in supporting technological innovation and industrial upgrading in China, with a focus on long-term capital investment in strategic emerging industries [1][2][4]. Group 1: Fund Establishment and Structure - The Jiangsu Social Security Science and Technology Innovation Fund has a first-phase scale of 50 billion yuan, established in collaboration with the National Social Security Fund Council, Jiangsu Provincial Government, Suzhou Municipal Government, and ICBC Investment [1][2]. - The fund adopts a "mother fund + direct investment" model, aiming to integrate resources and professional operations, focusing on high-growth potential projects that enhance regional industrial chain resilience [4][3]. Group 2: Investment Focus and Strategy - The fund will primarily invest in strategic emerging industries such as artificial intelligence, integrated circuits, biomanufacturing, new energy, high-end equipment, and new materials, supporting the construction of a modern industrial system [4][5]. - The fund's management is entrusted to Suzhou Innovation Investment Group, which has already established a partnership enterprise with a contribution of 12.794 billion yuan to prepare for the fund's projects [4][6]. Group 3: Regional Development and Policy Support - The establishment of the fund aligns with national strategies to support technological innovation, particularly in the Yangtze River Delta and Greater Bay Area, showcasing the government's commitment to guiding long-term capital into the venture capital sector [2][7]. - Recent policies have allowed social security funds to enter the venture capital field, with the National Social Security Fund Council emphasizing the importance of innovative cooperation models to support high-quality economic development [7][8]. Group 4: Broader Context and Future Prospects - Other regions, such as Zhejiang and Anhui, are also establishing similar funds, indicating a nationwide trend towards leveraging social security funds for technological innovation [2][10]. - The ongoing collaboration between central and local governments aims to create a new pattern of regional investment, with social security funds expected to stabilize market fluctuations and attract more social capital to strategic industries [10][9].

Core Viewpoint - The Zhejiang Social Security Science and Technology Innovation Fund aims to enhance investment strategies and operational management to support national strategies and promote innovation in Zhejiang province [5][6]. Group 1: Meeting Overview - The first working meeting of the Zhejiang Social Security Science and Technology Innovation Fund was held, attended by key leaders and representatives from six proposed sub-fund management teams [2][4]. - The meeting conveyed directives from the National Social Security Fund Council and provincial leaders, outlining the work plan and timeline for the fund's activities through 2025 [4]. Group 2: Fund Management and Strategy - Fund managers are urged to align with the spirit of Xi Jinping's important speeches on technological and industrial innovation, ensuring adherence to provincial and national directives [5]. - The fund's mission includes serving national strategies, supporting innovation in Zhejiang, and achieving value preservation and appreciation [6]. Group 3: Operational Guidelines - Fund managers are instructed to maintain a high political stance, enhance professional capabilities, and develop market awareness for effective fund management [6]. - A structured operational mechanism involving monthly meetings, quarterly research, and dynamic adjustments is to be established to ensure strategic oversight and compliance [6]. Group 4: Implementation Goals - Fund managers are expected to focus on building a professional and efficient team for the sub-funds, ensuring precise investments and proactive planning [6]. - There is a strong emphasis on accountability and a collaborative approach across the province to achieve the establishment of all six sub-funds and successful project deliveries by year-end [6].