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3000亿市场增量资金要来了!年金投资范围大调整 提高权益投资占比

发布人:   发布日期:2021-01-04 10:52:57   来源:券商中国 查看次数:75 次

 

ZIBENSHICHANGYINGLAIZHONGDALIHAO,ZHEIYUNIANJINJIJINTOUZIFANWEIJIJIANGKUODAYOUGUAN,JUGUSUAN,CICIDIAOZHENGYOUWANGDAILAIGAODA3000YIDEZENGLIANGZIJIN。

12YUE30RI,RENSHEBUFABU《RENLIZIYUANSHEHUIBAOZHANGBUGUANYUDIAOZHENGNIANJINJIJINTOUZIFANWEIDETONGZHI》(XIACHENG《TONGZHI》),TIGAOQUANYILEIZICHANTOUZIBILISHANGXIANZHI40%,KAIFANGNIANJINJIJINTOUZIFANWEIZHIXIANGGANGSHICHANG,JIAQIANGKETOUZIYONGXUZHAISHENHE,BINGDIAOZHENGXINZENGJINGNEITOUZIPINZHONG。

BENCI《TONGZHI》CONG2021NIAN1YUE1RIQISHISHI。TONGSHI,PEITAOCHUTAI《RENLIZIYUANSHEHUIBAOZHANGBUBANGONGTINGGUANYUYINFADIAOZHENGNIANJINJIJINTOUZIFANWEIYOUGUANWENTIZHENGCESHIYIDETONGZHI》(XIACHENG《SHIYI》)。RENSHEBUZHICHU,《TONGZHI》DEFABU,YOULIYUTUOKUANNIANJINJIJINTOUZIQUDAO,TIGAOTOUZIXIAOLV,FENSANTOUZIFENGXIAN,CUJINNIANJINJIJINZAIXINXINGSHIXIAJIANKANGFAZHAN。

来看本次调整要点:

1、TIGAOQUANYILEIZICHANTOUZIBILISHANGXIAN。JIANGNIANJINJIJINTOUZIQUANYILEIZICHANBILIDEZHENGCESHANGXIANTIGAO10GEBAIFENDIAN,HEJIBUDEGAOYUTOUZIZUHEWEITUOTOUZIZICHANJINGZHIDE40%,YUQUANGUOSHEBAOJIJINQUANYILEITOUZIBILICHIPING。

2、YUNXUNIANJINJIJINTOUZIGANGGUTONGBIAODEGUPIAO。YAOQIUTOUZIGANGGUTONGBIAODECHANPINDEBILI,BUDEGAOYUTOUZIZUHEWEITUOTOUZIZICHANJINGZHIDE20%。

3、ZAIJINGNEITOUZISHANG,NIANJINJIJINKETOUZIPINZHONGXINZENGGUOZHAIQIHUO、ZICHANZHICHIZHENGQUAN、TONGYECUNDANDENGPINZHONG,BINGJIANGJICHUSHESHIZHAIQUANTOUZIJIHUAKUOZHANWEIZHAIQUANTOUZIJIHUA(JIXINZENGBUDONGCHANZHAIQUANTOUZIJIHUA)。

4、JIAQIANGKETOUZIYONGXUZHAISHENHE。NIANJINJIJINKETOUZIKETOUZIDEYONGXUZHAIJIFAXINGZHUTIDEXINYONGDENGJIBUDIYUGUONEIXINYONGPINGJIJIGOUPINGDINGDEAA+JI,YAOYOUMINGQUEYUEDINGDELILVHEFUXIPINLV,YOULILVTIAOSHENGTIAOKUAN。

5、MINGQUEDANGEJIHUAZICHANTOUZIYUGELEIXINGZICHANDEBILIXUCANZHAOTOUZIZUHEDEBILIXIANZHIJINXINGGUANLI。MINGQUEYUEDINGTOUZIDEDICENGZICHANFUHENIANJINJIJINTOUZIFANWEI,BUDEDUOCENGQIANTAO。

首次允许在香港市场投资

本次《通知》规定,年金基金财产限于境内投资和香港市场投资。

QIZHONG,《TONGZHI》MINGQUE,XIANGGANGSHICHANGTOUZIZHINIANJINJIJINTONGGUOGUPIAOXINGYANGLAOJINCHANPINHUOGONGKAIMUJIZHENGQUANTOUZIJIJIN,TOUZINEIDIYUXIANGGANGGUPIAOSHICHANGJIAOYIHULIANHUTONGJIZHIXIAYUNXUMAIMAIDEXIANGGANGLIANHEJIAOYISUOSHANGSHIGUPIAO(JIANCHENG“GANGGUTONGBIAODEGUPIAO”)。

ZAITOUZIBILISHANG,《TONGZHI》YAOQIUTOUZIGANGGUTONGBIAODECHANPINDEBILI,BUDEGAOYUTOUZIZUHEWEITUOTOUZIZICHANJINGZHIDE20%。

TONGSHI,DUIYUGANGGUTONGBIAODECHANPINDESHUXING,《SHIYI》MINGQUE,GANGGUTONGBIAODECHANPINZHIMINGCHENGZHONGDAIYOU“GANGGU”ZIYANGDEYANGLAOJINCHANPINHEMINGCHENGZHONGDAIYOU“GANGGU”ZIYANGDEGONGKAIMUJIZHENGQUANTOUZIJIJIN。QITATOUZIZHONGHANYOUGANGGUTONGBIAODEGUPIAODEGONGKAIMUJIZHENGQUANTOUZIJIJINKEBUSHOUCIKUAN20%DEXIANZHI。

RENSHEBUSHEHUIBAOXIANJIJINJIANGUANJUZHUYAOFUZERENBIAOSHI,CIQIANNIANJINJIJINJINXIANYUJINGNEITOUZI,BENCIYUNXUNIANJINJIJINTONGGUOGUPIAOXINGYANGLAOJINCHANPINHUOGONGKAIMUJIZHENGQUANTOUZIJIJINTOUZIGANGGUTONGBIAODEGUPIAO。CIJUBUJINKAOLVMUQIANZAIQUANQIUYANJUNJINGJIXINGSHIXIA,XIANGGANGJINRONGSHICHANGRENGPOJUHUOLI,JUYOUXIANGDANGTOUZIJIAZHI,ERQIESHIGUANCHELUOSHIZHONGYANGGUANYUJIANDINGZHICHIHEWEIHUXIANGGANGJINRONGFANRONGWENDINGJINGSHENDEJUTITIXIAN,YESHINIANJINJIJINSHIXIANQUANQIUFANWEIZICHANPEIZHIDECHUBUCHANGSHI。

提高权益类资产投资比例上限

《TONGZHI》GUIDING,DANGEJIHUADENIANJINJIJINCAICHANANZHAOGONGYUNJIAZHIJISUAN,YINGDANGFUHETOUZILIUDONGXINGZICHAN、GUDINGSHOUYILEIZICHAN、QUANYILEIZICHAN、XINTUOCHANPIN、ZHAIQUANTOUZIJIHUA,YIJIXINTUOCHANPINXING、ZHAIQUANTOUZIJIHUAXINGYANGLAOJINCHANPINDEBILIXIANZHI。

DUIYUQUANYILEIZICHANDETOUZIBILI,《SHIYI》JIESHAO,TOUZIGUPIAO、GUPIAOJIJIN、HUNHEJIJIN、GUPIAOXINGYANGLAOJINCHANPIN(HANGUPIAOZHUANXIANGXINGYANGLAOJINCHANPIN)DENGQUANYILEIZICHANDEBILI,HEJIBUDEGAOYUNIANJINJIHUAWEITUOTOUZIZICHANJINGZHIDE40%。QIZHONG,TOUZIGANGGUTONGBIAODECHANPINDEBILI,BUDEGAOYUNIANJINJIHUAWEITUOTOUZIZICHANJINGZHIDE20%;TOUZIDANZHIGUPIAOZHUANXIANGXINGYANGLAOJINCHANPINDEBILI,BUDEGAOYUNIANJINJIHUAWEITUOTOUZIZICHANJINGZHIDE10%。

RENSHEBUSHEHUIBAOXIANJIJINJIANGUANJUZHUYAOFUZERENZHICHU,WEISHENRUGUANCHELUOSHIDANGZHONGYANG、GUOWUYUANGULIZHONGZHANGQIZIJINZHICHIZIBENSHICHANGFAZHANDEZHANLVEBUSHU,JIANGNIANJINJIJINTOUZIQUANYILEIZICHANBILIDEZHENGCESHANGXIANTIGAO10GEBAIFENDIAN,HEJIBUDEGAOYUTOUZIZUHEWEITUOTOUZIZICHANJINGZHIDE40%,YUQUANGUOSHEBAOJIJINQUANYILEITOUZIBILICHIPING,SHINIANJINJINENGGOUZHANGQIFENXIANGGAIGEFAZHANCHENGGUO,YOUJINYIBUZENGQIANGFUWUSHITIJINGJIDENENGLI。ANXIANYOUNIANJINSHICHANGGUIMOCESUAN,BENCIQUANYIBILISHANGXIANDETIGAO,LILUNSHANGJIANGWEIZIBENSHICHANGDAILAI3000YIDEZENGLIANGZIJIN,YANGLAOBAOXIANTIXIHEZIBENSHICHANGDELIANGXINGHUDONGJINYIBUJIAQIANG。

HUATAIGUSHOUZUIXINYANBAOZHICHU,TIGAOQUANYISHANGXIANDAO40%TIXIANLEDUIFAZHANZHIJIERONGZIDEZHICHI。QUANYIZICHANCONGZHANGQILAIKANHUIBAODAGAILVYOUYUZHAIQUAN,DANGRANDUANQIBODONGWANGWANGYEGENGDA。BENCITISHENGQUANYITOUZISHANGXIANTIXIANLEDUIFAZHANZHIJIERONGZISHICHANGDEZHICHI。NIANJINZHANGHUYEJIXIANGDUIPAIMINGWEILAIJIANGGENGJIAQUJUEYUQUANYIDEPEIZHINENGLI。NIANJINZHANGHUDEXINGZHIJUEDINGLEQIGENGPIANHAOJIAZHIXINGPINZHONG。QUANYIZHANBITISHENGZHIHOU,JIASHANGNIANJINZHANGHUDUIXINYONGFENGXIANDEYANE、TOUZIFANWEIDEKUODA,XINYONGXIACHENDEDONGLIBUQIANG。

加强可投资永续债审核

《通知》明确,年金基金可投资的永续债应当符合下列规定:

YI、YONGXUZHAIJIFAXINGZHUTIDEXINYONGDENGJIBUDIYUGUONEIXINYONGPINGJIJIGOUPINGDINGDEAA+JI;QIZHONG,FEIGONGKAIMUJIDEYONGXUZHAIKEWUZHAIXIANGPINGJI,DANQIFAXINGZHUTIDEXINYONGDENGJIXUJUYOUGUONEIXINYONGPINGJIJIGOUPINGDINGDEAAAJI。

ER、YOUMINGQUEYUEDINGDELILVHEFUXIPINLV,YOULILVTIAOSHENGTIAOKUAN;QIZHONG,SHANGYEYINXINGFAXINGDEYONGXUZHAIKEWULILVTIAOSHENGTIAOKUAN,DANFAXINGZHUTIDEXINYONGDENGJIXUJUYOUGUONEIXINYONGPINGJIJIGOUPINGDINGDEAAAJI。

HUATAIGUSHOUYANBAOZHICHU,BEN《TONGZHI》DUIYONGXUZHAITOUZIZIGEDERENDINGBEISHOUGUANZHU,GONGQIUSHUANGFANGDOUCHIXIA“DINGXINWAN”。QIZHONG,WOMENZAI8YUEFENCENGJINGTISHIYINXINGYONGXUZHAIXUQIUFENGXIAN,YUANYUZIGUANXINGUIGUODUQIZHENGGAIGUOCHENGZHONG,LAOZHANGHUBUNENGXINZENGYONGXUZHAITOUZI,XINZENGDEXIANJINGUANLICHANPINYEBUNENGTOUZIYONGXUZHAI,DAOZHIXUQIUQUNTIDUANYASHIWEISUO,CONGERMIANLINZHONGDINGJIAFENGXIAN。DANSHI,YINXINGRENGYOUTONGGUOYONGXUZHAIBUCHONGZIBENJINDEWANGSHENGXUQIU,JIXUXINDEXUQIUQUNTI。ERYANGQIHEYINXINGYONGXUZHAIYONGYUSHANGSHUWEIYUEGAILVDI、JINGTAISHOUYIGAO、LIUDONGXINGSHAORUODENGTEDIAN,FUHENIANJINZHANGHUDEPEIZHIXUQIU,WOMENKANDAOJINQIYONGXUZHAIXUQIUYOUSUOTISHENGKENENGYUANYUCI。BUGUO,CHULEPINGJIYAOQIUZHIWAI,HUIJISHANGRUHECHULITONGZHIZHONGMEIYOUJIYUMINGQUE,WOMENLIJIEXUYAOANZHAO《QIYEHUIJIZHUNZE》JIFAXINGJIGOUHUIJIGUISHUDENGMINGQUEQIZICHANSHUXING。

境内投资新增更多投资工具

ZAIJINGNEITOUZIFANWEISHANG,《TONGZHI》MINGQUE,NIANJINJIJINJINGNEITOUZIFANWEIBAOKUOYINXINGCUNKUAN,BIAOZHUNHUAZHAIQUANLEIZICHAN,ZHAIQUANHUIGOU,XINTUOCHANPIN,ZHAIQUANTOUZIJIHUA,GONGKAIMUJIZHENGQUANTOUZIJIJIN,GUPIAO,GUZHIQIHUO,GUOZHAIQIHUO。

RENSHEBUSHEHUIBAOXIANJIJINJIANGUANJUZHUYAOFUZERENBIAOSHI,BENCIDIAOZHENGNIANJINJIJINTOUZIZHENGCEDEMUBIAOZHIYISHIWEINIANJINJIJINTIGONGGENGDUOYOUXIAODETOUZIGONGJU,JIJIYINGDUIJINRONGSHICHANGBIANHUA。BENCI《TONGZHI》XINZENGGUOZHAIQIHUO、ZICHANZHICHIZHENGQUAN、TONGYECUNDANDENGPINZHONG,BINGJIANGJICHUSHESHIZHAIQUANTOUZIJIHUAKUOZHANWEIZHAIQUANTOUZIJIHUA(JIXINZENGBUDONGCHANZHAIQUANTOUZIJIHUA)。TONGSHI,DUIZHENGCEXINGHEKAIFAXINGYINXINGZHAIQUAN、YONGXUZHAI、FEIGONGKAIDINGXIANGZHAIWURONGZIGONGJU、SIMUGONGSIZHAIDENGZHIQIANJIEXIANBUQINGXIDEPINZHONGYUYIMINGQUE,NARUNIANJINTOUZIFANWEI。JINGYANJIU,SHANGSHUTOUZIPINZHONGFENGXIANXIANGDUIKEKONG,JUBEIXIANGDANGTOUZIJIAZHI,YOULIYUFENGFUNIANJINTOUZIQUDAO,FENSANTOUZIFENGXIAN。

人社部社会保险基金监管局主要负责人还表示,有些投资品种已不适应投资要求,此次调整出投资范围:

YISHITICHUWANNENGBAOXIANCHANPINHETOUZILIANJIEBAOXIANCHANPIN,ZHUYAOKAOLVDICENGZICHANBUTOUMING,TOUZISHOUYIYUQIYIBAN,NIANJINJIJINZHUDONGPEIZHIDEYIYUANBUGAO。

ERSHIDIAOCHUBAOZHENGSHOUYILEIHEBAOBENFUDONGSHOUYILEISHANGYEYINXINGLICAICHANPIN,ZHUYAOKAOLVZIGUANXINGUICHUTAIHOUZHEILEIYINXINGLICAICHANPINDENEIHANYIFASHENGSHIZHIXINGBIANHUA。YINXINGLICAICHANPINCHUANTOUGUANLINANDUJIAODA,DICENGZICHANRONGYICHAONIANJINTOUZIFANWEIERCHANSHENGHEGUIFENGXIAN,ERQIEYOUYUZHENGTIGUIFANHAIWEIDAOWEI,SHANGNANYIYANJIULIEMINGKENARUNIANJINTOUZIDETIAOJIAN。

SANSHITICHUTEDINGZICHANGUANLIJIHUA,ZHUYAOKAOLVGAILEIPINZHONGDESHICHANGRONGLIANGJINYIBUSUOXIAO,YUANGUIDINGDETEDINGZICHANGUANLIJIHUAYOUXIANJIWUFAZAIWEIQIYENIANJINJIJINTIGONGWENDINGDEGUDINGSHOUYI。

ZAIDIAOZHENGTOUZIFANWEIJICHUSHANG,《TONGZHI》MINGQUEXINZENGJIAPINZHONGDETOUZIZHUNRUTIAOJIAN,MINGQUEXIANGGUANTOUZIPINZHONGDEGEGUGEQUANJIZHONGDUXIANZHI。CIWAI,WEIMANZUNIANJINJIJINDUIWENDINGSHOUYILEIFEIBIAOZICHANDETOUZIXUQIU,DUINIANJINJIJINKETOUZIFEIBIAOCHANPINDEFAXINGZHUTISHIDANGFANGKUANXIANZHITIAOJIAN,DANXIANGYINGTIGAOXINTUOCHANPINHUOMIANWAIBUXINYONGPINGJIDETIAOJIAN,BINGMINGQUEZHAIQUANTOUZIJIHUATOUZIPINZHONGDEXINYONGZENGJIYAOQIU。