摘要： 本案例描述了在国家加快构建同科技创新相适应的科技金融体制背景下，光大理财积极响应政策 引导，通过产品创新服务科技企业发展的实践。其首创"阳光紫鑫享"系列私募产品，创新性地嵌入持有 的认股权项目，将银行理财资金精准投向"专精特新"企业。特别是今年完成全国首笔专精特新企业认股 权行权投资，标志着光大理财全面打通对专精特新企业的全链条金融股权服务，实现从融资支持到深度 赋能的历史性跨越。 关键词： 认股权投资；全链条金融股权服务；科技金融 案例正文： 2025年中央经济工作会议指出，要坚持创新驱动，加紧培育壮大新动能，创新科技金融服务。发展科技 金融是促进科技创新与产业创新深度融合的必由之路，金融资本是支撑高水平科技自立自强的重要力 量。今年5月印发的《加快构建科技金融体制 有力支撑高水平科技自立自强的若干政策举措》，从供给 侧和需求侧两端同时发力，为构建覆盖科技创新全生命周期、全链条的金融服务体系提供了明确指引。 在政策引导下，金融"活水"持续浇灌科技创新沃土。金融机构积极担当作为，不断探索服务科技创新的 新模式、新生态。作为中管金融企业子公司，光大理财有限责任公司（以下简称"光大理财"）始终坚持 金融服 ...

Core Insights - The company has made significant strides in supporting the real economy and national strategies, with notable achievements in technology finance and green finance [1][6] - As of August 2025, the investment balance in technology finance reached nearly 30 billion, while green finance investments exceeded 70 billion, demonstrating a commitment to ecological improvement and corporate green transformation [1][6] Group 1: Investment Strategies - The company completed the first equity option investment for specialized and innovative enterprises in the country, marking a historic shift from debt financing to equity investment [2][3] - The investment model combines credit financing and option investment, allowing for a flexible approach that alleviates concerns about early-stage equity dilution for startups [2][3] - The company has signed equity option cooperation agreements with over 270 technology innovation enterprises, with more than half being national-level specialized "little giants" and manufacturing champions [3] Group 2: Product Development - The company launched the "Sunshine Purple Xinxiang Equity Option Series" and "Sunshine Blue Private Equity Series" products, which bridge investors with technology enterprises [4] - These products focus on core areas such as semiconductors, artificial intelligence, and new energy, providing tools for investors to participate in technological growth [4][5] Group 3: Green Finance Initiatives - The company has invested over 70 billion in green finance, focusing on renewable energy, hydropower, and environmental protection [6][7] - It has developed over 20 ESG and carbon-neutral themed products since 2020, enhancing investor participation in green investments [6] - The company emphasizes the importance of issuer credit quality and the overall ESG impact of projects in its investment decisions [7] Group 4: Performance Metrics - As of June 2025, the company's management scale reached 1.79 trillion, with over 1,900 managed products and more than 25 million clients served in six years [8] - The company has generated nearly 200 billion in cumulative returns for investors, showcasing its asset management capabilities and brand influence [8]

Core Viewpoint - The article highlights the innovative financial strategies employed by Everbright Wealth Management, focusing on its investments in specialized and innovative enterprises, as well as its commitment to green finance, showcasing its role in supporting the national economic strategy and ecological improvement [1][2][6]. Group 1: Investment in Specialized and Innovative Enterprises - Everbright Wealth Management has completed the first equity option exercise investment for specialized and innovative enterprises in China, marking a significant shift from debt financing to equity investment [2]. - The company has signed equity option cooperation agreements with over 270 technology innovation enterprises, with a focus on those recognized as national-level specialized and innovative "little giants" [3]. - The investment model combines credit financing with equity options, alleviating concerns of early-stage equity dilution for startups while allowing the firm to share in the growth and value appreciation of these enterprises [2][3]. Group 2: Green Finance Initiatives - As of August 2025, Everbright Wealth Management's investment balance in green finance has exceeded 700 billion yuan, actively promoting ecological improvement and corporate green transformation [1][5]. - The company has launched over 20 ESG and carbon neutrality-themed products since 2020, providing diverse tools for investors to engage in green investments [5]. - Investments are focused on traditional energy companies' green upgrades and clean energy enterprises' production line expansions, utilizing various financial instruments like green bonds and public REITs [5][6]. Group 3: Financial Performance and Client Service - Everbright Wealth Management has managed to grow its asset management scale to 1.79 trillion yuan by June 2025, serving over 25 million clients in six years and generating nearly 200 billion yuan in returns for investors [7]. - The company has issued over 21 trillion yuan in wealth management products, reflecting its strong asset management capabilities and brand influence [7]. - Looking ahead, Everbright Wealth Management aims to expand its services to the real economy and enhance its wealth management offerings for a broader range of investors [7].