New energy storage is included in government investment funds! The country makes system regulations for the first time

On January 12, the National Development and Reform Commission and other departments issued a notice on the issuance of the "Working Measures on Strengthening the Layout Planning and Investment Guidance of Government Investment Funds (Trial)" (hereinafter referred to as the "Working Measures"). The relevant person in charge of the National Development and Reform Commission stated, This is the first time that the layout and investment direction of government investment funds have been systematically regulated at the national level.

government investment fund It is an investment fund established by governments at all levels through budgetary arrangements, either solely or jointly with social capital, using market-oriented methods such as equity investment to guide various social capitals to support the development of related industries and fields and innovation and entrepreneurship. It has played an active role in serving national strategies, promoting industrial upgrading, and promoting innovation and entrepreneurship.

The National Development and Reform Commission simultaneously formulated the "Measures for the Evaluation and Management of Government Investment Fund Investments (Trial)" (hereinafter referred to as the "Measures for Evaluation and Management"). which mentioned, support vote Target areas include:

(1) Cultivate emerging industries and future industries. Emerging industries mainly include new generation Information technology, new energy, new materials, high-end equipment, new energy vehicles, green environment Insurance, civil aviation, shipbuilding and marine engineering equipment and other fields; future industry Mainly include Metaverse, brain-computer interface, quantum information, humanoid robots, generative artificial intelligence, Biomanufacturing, biobreeding, future display, future network, New energy storage and other fields.

(2) Promote the transformation and upgrading of traditional industries. Mainly include: key manufacturing industries High-quality development of the chain, reconstruction of industrial base and major technical equipment research, major manufacturing industry Technical transformation and upgrading to support enterprises "Go out" etc.  

(3) Support the development of digital economy. Mainly include: "Artificial Intelligence + "Action, large models are widely used, artificial intelligence mobile phones and computers, intelligent robots and other new generation intelligent terminals and Intelligent manufacturing equipment , 5G  Large-scale application and development of new cultural formats, Develop data industry, etc.

"Working Methods" around government investment funds “Where to invest, how to invest, and who is in charge” In three aspects, 14 policy measures were proposed.

In terms of optimizing fund layout, The fund is required to support major strategies, key areas and weak links where the market is unable to effectively allocate resources, promote the deep integration of technological innovation and industrial innovation, focus on cultivating emerging pillar industries, and insist on investing early, small, long-term and hard technology.

In terms of strengthening investment guidance , requiring fund investment to comply with encouraged industries in major national plans and national industrial catalogs, and not to invest in restricted, phased-out, or industries explicitly prohibited by policies.

At the same time, the "Working Measures" further clarified that the Provincial development and reform departments take the lead in formulating a list of key investment areas in the region , and optimize the fund layout and investment direction accordingly.

The relevant person in charge of the National Development and Reform Commission stated that in recent years, in the establishment and operation of some government investment funds, problems such as mismatch with local resource endowments and industrial bases, unclear fund positioning, and homogeneous investment directions have occurred. In response to these circumstances, the "Working Measures" set out clear requirements for the functional positioning and investment focus of national funds and local funds.

The "Working Methods" clearly state that national funds must be based on the overall situation and focus on the fund's positioning. Focus on supporting the construction of the national modern industrial system and key core technology research, and strive to make up for industrial shortcomings and break through development bottlenecks.

At the same time, local funds are required to choose investment directions based on local industrial foundations and development realities, and implement national unified market requirements in project investment. Focus on supporting industrial upgrading, improving innovation capabilities, as well as the incubation of small and micro private enterprises and technology-based enterprises, and guiding the effective participation of social capital.

"Evaluation Management Measures" In accordance with the idea of "combination of positive guidance and negative constraints", an investment evaluation system covering the entire process of fund operation and management and combining quantitative and qualitative measures will be established to further strengthen policy guidance and standardized management.

(1) Policy compliance index (weight 60%)

1. Support the development of new productive forces 10 points

2. Support scientific and technological innovation and promote the transformation of achievements 10 points

3. Promote the construction of a unified national market 10 points

4. Support green development 5 points

5. Supporting private economic development and promoting private investment 5 points

6. Strengthen patient capital status 5 points 7. Promote social capital 5 points

8. Serving society and people’s livelihood and other key areas 10 points

( 2) Optimize productivity layout indicators (weight 30%)  

9. Implementation of national regional strategies 10 points

10.Fitness of focus areas: 10 points

11. Effective utilization of production capacity 10 points

(3) Policy implementation capability indicators (weight 10%)

12. Fund efficiency 4 points

13. Fund manager’s professional level: 6 points