Workflow
金色晚晴企业年金集合计划
icon
Search documents
长江养老保险陈林:以养老金融之“长”擦亮科技创新之“光”
券商中国· 2025-11-03 05:05
养老金、保险资金等长期资金作为资本市场的"压舱石",其长期性、稳定性与规模性特点,与科技创新企业的 融资需求天然契合。同时,人工智能、生物技术、高端制造、新能源、新材料等战略性新兴产业的快速发展, 也孕育了巨大的成长性投资机会。 陈林表示,长江养老在实践中积极发挥行业优势,通过投资管理和产品创新,持续为科技创新输送源头活水。 一是精研赛道,长期布局。依托自身产业研究体系,长江养老成立了专门的科技赛道研究小组,持续加强对科 技创新趋势的前瞻研判,识别具备核心竞争力和广阔成长空间的科技创新产业,目前已研发形成AI+、机器 人、TMT等科技主题相关权益策略。在投资组合构建上,精选具有长期价值的创新型企业形成优质股票池,以 竞争优势显著、景气度高的头部科技企业为中长期基石,同时敏锐捕捉技术变革趋势,弹性配置具有成长性和 颠覆性技术潜力的新兴力量。 编者按: 科技浪潮,奔腾不息;金融活水,汩汩向前。作为长期资本、耐心资本重要组成部分,银行理财、保 险资管坚持守正创新,躬身实践并勇于探索,奋力做好"科技金融"这篇大文章。证券时报社联合中国保 险资产管理业协会推出"银保资管业探路科技金融"系列专栏,敬请关注。 本篇为专栏第 ...
长江养老保险陈林:以养老金融之“长”擦亮科技创新之“光”
Zheng Quan Shi Bao· 2025-11-02 18:12
Core Viewpoint - The integration of pension finance's "long-termism" with technological innovation's "future factors" is creating unique momentum for high-quality development in the context of deep integration between the digital economy and the real economy [1] Group 1: Investment Strategy - Long-term funds such as pensions and insurance are naturally aligned with the financing needs of technology innovation enterprises due to their long-term, stable, and large-scale characteristics [2] - The rapid development of strategic emerging industries like artificial intelligence, biotechnology, high-end manufacturing, new energy, and new materials is creating significant growth investment opportunities [2] - The company has established a dedicated technology track research team to enhance forward-looking judgment on technology innovation trends and identify industries with core competitiveness and broad growth potential [2][3] Group 2: Product Innovation - The company is actively developing alternative investment products tailored to the needs of technology innovation enterprises, utilizing methods like intellectual property and accounts receivable pledges for debt financing [3] - The "Golden Late Sunshine Enterprise Annuity Collective Plan" supports the innovation mechanism in regions like Lingang and Xiong'an, offering a standardized operation model that reduces management fees and transaction costs while enhancing overall investment returns [5] Group 3: Service Model Innovation - The company collaborates closely with government departments to create a service ecosystem that addresses the dual challenges of "financing difficulties" and "talent retention" faced by technology innovation enterprises [4] - The company provides comprehensive value-added services for technology talent, including preferential access to retirement communities and expedited medical services, ensuring support throughout their career and life cycle [5][6] Group 4: Digital Transformation - Digital transformation is essential for financial institutions to enhance core competitiveness and reshape development models, with a focus on creating a complete investment research system supported by strong digital capabilities [6] - The company is advancing a systematic and intelligent investment research system that transforms complex investment logic and strategies into visual, traceable, and transferable data assets [6]