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中文(ZH) “对赌协议”即将迎来政策层面规范,机构竞争力将回归价值发现本身

China to Regulate Private Equity "Gambling Agreements"

China's State Council General Office has announced new guidelines to regulate "gambling agreements" (对赌协议) in private equity funds. This move aims to bring more clarity and oversight to these investment clauses, which have been a common practice but also a source of issues in the market. The new regulations are expected to shift the focus from strict contractual guarantees to the core competencies of investment institutions, such as market insight, post-investment support, and value discovery. AI

IMPACT This regulation may shift investment focus in the private equity sector, potentially impacting funding availability for AI startups.

RANK_REASON Governmental regulatory action impacting a major financial market practice. [lever_c_demoted from significant: ic=1 ai=0.4]

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    The 'gambling agreement' is about to usher in policy-level regulation, and institutional competitiveness will return to value discovery itself

    6月5日,国务院办公厅公布《国务院办公厅关于加强监管防范风险促进私募投资基金高质量发展的指导意见》(以下简称《指导意见》),其中明确提到,出台规范私募基金“对赌协议”的制度安排。虽然具体细则尚未公布,但也引发了一级市场的广泛关注和讨论。业内人士普遍认为,当前投资对赌协议有其存在的现实意义,但行业内也同时存在一些弊病和乱象。专门针对“对赌协议”的制度安排即将出炉,也是政策层面首次对这一投资细节的发声。释放出的信号是,投资对赌条款或将从“市场自由约定”的状态逐步纳入监管视野,未来相关协议的效力认定、履行边界和违约责任都将更加有理有据,有更清晰的指引。当“靠严…