CITIC Securities Hosts "Intelligence Ignites New Journey" Capital Market Summit

CITIC Securities successfully held the 2026 "Intelligence Ignites New Journey" Capital Market Summit from May 6th to 8th in Shanghai. The event gathered over 30 industry leaders, including renowned experts, founders of leading unicorn companies, executives of listed firms, and seasoned industry specialists. Discussions centered on frontier trends and investment opportunities within AI-related sectors such as artificial intelligence, advanced manufacturing, and energy transition. The summit aimed to pool top-tier insights from academia, research, and industry to analyze technological trends, assess industrial opportunities, and explore innovative pathways, thereby unlocking new possibilities for development in the AI era.

Approximately 2,200 professional investors registered for the event, which featured participation from more than 400 listed companies. The agenda included over 700 small-group meetings with these companies spread across three days, highlighting significant capital market interest in technology sector investments.

In his opening speech on the morning of May 7th, Zhu Yexin, Member of the Party Committee and Executive Member of the Management Committee at 600030, emphasized that emerging technologies, particularly AI, are evolving rapidly, coinciding with a powerful wave of energy revolution. He described the current era as a historic confluence of technological revolution, energy transformation, and resource repricing. Over the past year, he noted, the focus of global tech competition has fundamentally shifted. Large model capabilities are iterating quickly, enabling intelligent agents to move from concept to large-scale commercial application. Embodied intelligence is advancing beyond demonstrations, with humanoid robots beginning to be deployed in manufacturing settings like automotive and electronics. Furthermore, industrial AI is evolving from merely boosting local efficiency to reshaping entire production chains. Concurrently, breakthroughs in green energy and new materials are introducing new variables into the global resource pricing system.

Zhu acknowledged that profound technological transformation is never without challenges. The upgrade of emerging technologies often involves prolonged periods of standard re-establishment, path exploration, and capability accumulation. He highlighted the remarkable focus and resilience demonstrated by China's tech industry, which has been steadily building technological foundations—from basic research to industrial application—in areas such as semiconductor equipment, key materials, high-end manufacturing, and domestic computing models, thereby gradually establishing core competitiveness for global industrial participation. Zhu stated that China is one of the most active and dynamic participants in this global industrial shift. With multiple positive factors accelerating and the capital market ecosystem undergoing fundamental reshaping, China's international influence and initiative have significantly strengthened, marking the start of a new journey. 600030 commits to implementing national strategies, serving as a main force in supporting the real economy and a stabilizer for financial security, striving to contribute substantially to building a strong financial nation.

The forum adopted a diversified format featuring keynote speeches and roundtable discussions. Keynote speakers provided comprehensive and in-depth exchanges and outlooks on AI and various sub-sectors.

Dr. Wang Tianmiao, Honorary Director of the Beihang University Robotics Institute and Initiator of the Zhiyou · Yarui Science and Innovation Platform, delivered a keynote titled "Thoughts on Embodied Intelligence Trends—Three Predictions for the Second Half (2026-2030)." He analyzed the development characteristics and future trends of global embodied intelligence, offering three predictions for the next 3-5 years. First, the innovation ecosystem will increasingly prioritize national strategic logic and autonomous, secure development to capture the global high ground in the embodied industry. Second, technologies such as embodied large models, multi-modal data fusion, and computing chips embedded in carriers are converging, approaching the eve of large-scale application after concept validation. Third, the future intelligent economy will be driven by three emerging industries—intelligent driving, embodied intelligence, and the low-altitude economy—fostering new "industrial chain leaders" and "supply chain aggregated intelligent agent clusters" to prepare for the next cycle of intelligent economic growth. Dr. Wang believes that the development of embodied intelligence and aggregated intelligent agents, catalyzed by AI, will ignite a new wave of transformation across countless industries.

Other speakers on the morning of May 7th included: Gao Tian, Vice President of MiniMax Group; Jiang Guoyuan, VP of 600030; Zhao Jiehui, Founder, Executive Director, Chairman, and CEO of Dipu Technology; Huang Guan, Founder/CEO of Excellent Vision; and Alex, Founder/CEO of Insilico Medicine. They delivered insightful speeches on topics including "Opportunities in Full-Modal Large Models," "Outlook on Industry Opportunities for Domestic Computing Chips," "Enterprise AI Employee Infrastructure and Token Productivity Platforms," "World Model-Driven Physical AGI Platforms and Terminals," and "Generative AI Empowering Drug R&D and Aging Research."

Xu Yingbo, Chief Technology Industry Analyst at 600030, moderated a roundtable titled "Prospects for AI Models and Application Implementation." Participants included Zhang Jianyong, Co-founder of Huixi Intelligence; Cui Yuchun, Co-founder and Chief Data Officer of Xuntu Technology; Tian Mochen, Founder/CEO of Qiyi Moore; Jin Hanmin, Vice President of Aishi Technology; and Li Yuxiu, Deputy General Manager of CITIC Capital Investment. The panel engaged in in-depth discussions and shared outlooks on the implementation of AI models and applications across various fields such as AI hardware, AI video generation models, intelligent driving, and intelligent investment research, offering diverse industry perspectives.

The afternoon session of May 7th continued with valuable insights from executives, founders, and experts in AI hardware, models, and applications. Speakers included Luo Wenyong, VP of Moore Threads; Xie Chen, Founder/CEO of Guanglun Intelligence; Fang Xiaoling, Founder/Chairman of Lianyun Technology; Ye Le, Chief Scientist of Weina Hexin and Professor at Peking University's School of Integrated Circuits; Li Yi, Founder/Chairman/CEO of 51VR; Fan Ling, Founder of Tezign; Qiu Xiaoshen, Founder/Chairman of Axera; Jiang Ping, Co-founder/President of Minglue Technology; and Yang Chengbo, VP of Investment and Financing at Accelerated Evolution, each delivering thematic speeches.

The summit provided a high-quality platform for industrial companies, experts, and institutional investors to exchange ideas, build consensus, and discuss new industrial opportunities. Moving forward, 600030 will continue to collaborate with and empower partners from academia, research, industry, and the capital market to inject new vitality into the global development of the technology industry.

May 7th, Shanghai