Core Viewpoint - The core mission of the securities industry is to serve new quality productivity, which is also the strategic focus of the company. The company aims to enhance its service capabilities in key industries and deepen regional engagement to provide more precise financial services for the development of innovative enterprises [2][9]. Group 1: Strategic Focus and Achievements - The company has established a comprehensive service system for technology innovation, focusing on advanced manufacturing, information technology, life sciences, and new energy as key service areas [5][37]. - In 2024, nearly 70% of the company's investment banking projects were completed in the TMT sector, and it has reserved nearly 50 equity projects related to new quality productivity [6][37]. - The company has successfully facilitated 13 projects related to new quality productivity in the first half of 2025, with a year-on-year increase of 85%, and the total investment amount reached 550 million yuan, up 134% year-on-year [6][37]. Group 2: Regional Engagement and Resource Allocation - The company has a strong regional advantage as a local securities firm in Fujian, focusing on understanding regional characteristics and integrating into local industries [6][37]. - The "Golden Seed" program was launched to nurture small and medium-sized technology enterprises, providing comprehensive services from early investment to IPO planning and market management [6][37]. - The company has established a professional team rooted in Fujian, covering the entire province with a service network, and has partnered with local governments to create specialized funds for early-stage enterprises [7][51]. Group 3: Collaborative Ecosystem and Innovation - The company emphasizes the importance of collaboration among government, industry, academia, research, application, and finance to foster innovation [8][39]. - It has built an open and collaborative innovation ecosystem, working with government to establish industry funds and hosting capital matching events to support emerging industry clusters [8][39]. - The company aims to create a virtuous cycle of "technology-industry-finance" by leveraging its professional capabilities and collaborative ecosystem to support regional economic development [8][60]. Group 4: Case Studies and Impact - The company has played a crucial role in the success of local enterprises such as Fuguang Co., which received comprehensive support from early investment to IPO, significantly increasing its market valuation [7][54]. - Xiatun New Energy, another key client, has expanded its production capacity and achieved significant revenue growth after successfully listing on the STAR Market, raising over 5 billion yuan through IPO and refinancing [7][55]. - The company has facilitated the entry of 562 quality SMEs into the capital market, including 23 national-level specialized "little giant" enterprises, contributing to the formation of a strong "listing reserve army" [8][61].

福昕软件 厦钨新能 福光股份研发的星敏感光学导航系统，随"天问一号"远航深空，在千万公里外精准识别火星；厦钨新能 年内已产出近10万吨锂离子电池材料，为全球3C数码与新能源汽车加力续航；福昕软件凭借自主PDF核 心技术，与国际巨头正面竞争……在"八闽大地"福建，一批科技创新企业正在崭露锋芒。 这些企业在获得资本市场价值认可的过程中，都曾面临多重挑战。对它们来说，"一直陪伴"的兴业证券 既是架起技术与资本认知桥梁的"翻译官"，也是谋划全周期资本路径的"设计师"，更是衔接政策、产业 与金融资源的"连接器"。 扎根福建，兴业证券逐渐探索出一条服务区域创新的发展路径，将项目经验沉淀为行业深耕能力，构建 开放协同的生态，实现了从省内投行服务"主力军"到驱动区域发展"创新枢纽"的功能变迁。 这一实践，不仅为福建的产业升级注入了强劲的金融动能，也为资本市场更高效服务科技自立自强提供 了一个颇具启示意义的"区域样本"。 深耕一方水土 读懂产业脉搏 1991年，兴业证券在福建省福州市注册成立，此后三十余年来持续深耕本地，服务省内企业。正是源于 这种长期坚守，兴业证券得以将"扎根福建"的地域优势，逐渐转化为对区域产业的深度理解与 ...

Core Viewpoint - The article emphasizes that technological self-sufficiency is a key investment theme, particularly in the context of ongoing US-China trade tensions, which are seen as a competition in the technology sector [1][3]. Industry Insights - The concept of self-sufficiency refers to the ability to independently research, design, and control core technologies across the entire lifecycle of information systems, from hardware to software [2]. - The Chinese government has highlighted the importance of building self-sufficient industrial and supply chains, particularly in sectors such as integrated circuits, industrial mother machines, medical equipment, and advanced materials [2]. Investment Opportunities - Various institutions believe that technological self-sufficiency has become a reliable investment direction, with a focus on domestic demand in technology, particularly in areas like domestic computing power [4][5]. - Securities firms such as Everbright Securities and Huafu Securities are optimistic about investment opportunities in the semiconductor industry, recommending attention to wafer manufacturing and AI computing power chips [6]. Market Growth Projections - The China Investment Industry Research Institute projects that the market size of self-sufficient industries will reach 1.47 trillion yuan by 2027, indicating significant market potential [7]. - A selection of 50 potential stocks in the self-sufficient technology sector was made based on three criteria: research and development intensity, gross profit margin, and the ratio of contract liabilities to revenue [7]. Stock Performance and Predictions - Among the 50 identified stocks, 14 have seen upward adjustments in profit forecasts post-annual report releases, with two stocks, Foxit Software and Rainbow Technology, experiencing over 50% increases in 2025 profit predictions [9]. - Foxit Software's net profit forecast for 2025 was raised by 152.78% to 91 million yuan, reflecting strong recent performance [10]. - Rainbow Technology's net profit forecast for 2025 was increased by 58.27% to 220 million yuan, driven by its focus on technological innovation [10][11]. Institutional Interest - Six stocks from the identified 50 have received net purchases exceeding 100 million yuan from institutional investors, with Chip Origin Technology and China Software being notable examples [12]. - Chip Origin Technology has a range of self-sufficient processor IPs applicable in various fields, while China Software is recognized as a leading state-owned enterprise in software, benefiting from its strategic position and brand recognition [12][13].