AIC高端访谈|以耐心资本活水浇灌科创沃土——专访工银投资董事长冯军伏

Core Viewpoint - The article emphasizes the role of ICBC Investment in promoting technological innovation and capital operation, highlighting its commitment to long-term, value, strategic, and risk investments to support China's high-level technological self-reliance [1][2]. Group 1: Investment Strategy - ICBC Investment focuses on long-term investment and value investment, leveraging its professional capabilities and resources from its parent bank to provide comprehensive financial services to technology enterprises [3][5]. - The company has achieved a cumulative market-oriented debt-to-equity swap scale exceeding 400 billion yuan and a private equity fund management scale exceeding 250 billion yuan [3]. Group 2: AIC's Role and Challenges - AIC is positioned as a new force in patient capital, essential for addressing the financing difficulties of enterprises and promoting the industrialization of technological innovation [2][4]. - The transition from debt-based thinking to equity logic presents challenges for AIC, including project diversity, talent shortages, and risk assessment conflicts [4]. Group 3: Risk Management and Evaluation - ICBC Investment has established a comprehensive risk management system covering the entire investment process, enhancing its risk resistance capabilities through structured design and diversified investments [4]. - The company has introduced a differentiated evaluation system that emphasizes functional value and encourages employees to take investment risks [5]. Group 4: Contribution to National Goals - ICBC Investment is actively involved in financing key technological innovations and supporting the development of the private economy, with over 50 billion yuan invested in the technology sector, accounting for over 25% of its total investments [6][7]. - The company has successfully led financing projects in critical areas such as power semiconductor manufacturing and AI technology, contributing to national strategies like the "dual carbon" goals [6][7]. Group 5: Future Outlook - The company aims to enhance its investment in strategic emerging industries and strengthen cooperation with local governments and industrial capital to create a comprehensive investment ecosystem for technological innovation [8]. - The leadership believes that with policy support and the efforts of AIC, China's technological innovation will flourish, and patient capital will thrive in this domain [8].