Implementing the Spirit of the National Two Sessions and Supporting the Development of Six Major Industries—Everbright Financial Research Institute Successfully Held an Integrated Circuit Industry-Finance Seminar

At the 2026 National People’s Congress and the Chinese People’s Political Consultative Conference, Premier Li Qiang stated in the government work report that China will focus on developing six emerging pillar industries and six future industries. By leading the construction of a modern industrial system through technological innovation, accelerating the development of new productive forces, and promoting high-level technological independence and self-reliance. As the leading industry among the six emerging pillar industries, integrated circuits are a crucial foundation for ensuring the security of China’s industrial supply chain and seizing the high ground in global technological competition.

Everbright Group firmly implements the spirit of the two sessions, aligns with the development needs of the six major industries, and continuously deepens research, empowerment, and financial support for the entire integrated circuit industry chain. On March 17, the Everbright Financial Research Institute successfully held an integrated circuit industry-finance-research seminar at China Everbright Center. This conference is an important practice of Everbright Group actively responding to and precisely serving emerging pillar industries. It aims to build an efficient platform for communication among banks, enterprises, academia, and industry, solve obstacles in industry-finance collaboration, consolidate industry cooperation consensus, and explore innovative paths for financial empowerment to achieve high-quality development of the integrated circuit industry. Financial resources are precisely used to support the development of the six major industries.

The meeting was hosted by Ma Bo, Chief Risk Officer of Everbright Bank and Director of the Financial Research Institute. It invited several senior experts from research institutes, universities, frontline industry practitioners, and investment institutions to engage in lively and in-depth discussions on industry trends, technological evolution, enterprise needs, investment logic, and industry-finance integration. This deepened the understanding and cooperation intentions among government, industry, academia, research, and investment sectors.

Liu Lifeng, Associate Dean of the School of Software and Microelectronics at Peking University, approached from the perspective of integrating scientific research with industry and academia. He comprehensively analyzed the development laws and trends of integrated circuit technology, sharing insights on technical bottlenecks such as size, process, power consumption, and computing power, as well as innovative paths involving materials, devices, processes, integration, and architecture. This provided attendees with a deeper understanding of how to build core industry competitiveness and break through key bottlenecks.

Senior executives from semiconductor companies, drawing on years of operational experience, offered targeted suggestions for financial institutions on key aspects such as chip design, wafer manufacturing, packaging and testing, process equipment, and factory construction. They also addressed industry pain points directly, pointing out that financial institutions can continue to improve equipment collateralization rates and upgrade international financial services. These insights help financial institutions precisely meet industry needs and optimize industry-finance service models, providing practical references for frontline implementation.

The Investment Director of Beijing Financial Street Capital Operation Group shared insights on the international technological competition landscape and the global semiconductor market development trends. He noted that China’s semiconductor industry has completed version 1.0 of domestic substitution; under AI-driven development, computing, storage, and operational chips will see even greater growth potential. Investment in China’s semiconductors has entered a more rational stage, and investors need to pay closer attention to companies’ business closed-loop capabilities, offering important references for financial institutions to optimize risk management strategies and identify high-quality industry targets.

Ma Bo, Chief Risk Officer of Everbright Bank and Director of the Financial Research Institute, stated that the integrated circuit industry is the core foundation of building a modern industrial system and a key battleground for achieving high-level technological independence and self-reliance. Everbright Bank will continue to deepen research on the integrated circuit industry chain, strengthen interactions with industry experts and high-quality enterprises, and continuously improve comprehensive financial products tailored to the characteristics of the industry. It aims to build financial service capabilities covering the entire lifecycle, including technological R&D, capacity building, market expansion, and global deployment.

Looking ahead, Everbright Group will continue to strengthen research support and resource allocation for the country’s emerging pillar industries and future industries. It will promote precise financial support for key technological breakthroughs, resilience of the industrial chain, and cultivation of the industrial ecosystem, fully serving the development of new productive forces. The group is committed to contributing to the high-quality development of China’s integrated circuit industry and achieving high-level technological independence and self-reliance.