Implementing the central strategic deployment of the “15th Five-Year Plan” and deepening industry-finance coordination within the new energy system—Everbright Financial Research Institute successfully held the Seminar on Industry-Finance Integration in the New Energy System

The “Fifteenth Five-Year Plan” outline clearly calls for, “deeply implementing a new strategy for energy security, speeding up the building of a new type of energy system that is clean, low-carbon, secure, and efficient, and building a strong energy nation,” and it makes a systematic deployment around advancing the orderly replacement of non-fossil energy, building a new type of power system, and laying out the development of green hydrogen and ammonia/anol, among other areas. The development of a new type of energy system is not only an important foundation for safeguarding national energy security and achieving the goals of peaking carbon emissions and achieving carbon neutrality, but also a key support for nurturing new quality productive forces and promoting a green, low-carbon economic transformation.

To fully implement the decisions and deployments of the CPC Central Committee, and to actively plan the work directions for building a strong energy nation during the “Fifteenth Five-Year Plan” period, on March 30, Everbright Bank successfully held a production-finance-research seminar on the new type of energy system. This conference is an important initiative by Everbright to actively serve the national energy strategy and to solidly advance the practice of coordinated development between industry and finance. The meeting aims to pool the insights of production, education, research, and application from multiple parties, deepen judgments on industry trends, and explore innovative models for the deep integration of finance with the new type of energy system—building development momentum for the opening year of the “Fifteenth Five-Year Plan.”

The seminar was hosted by Ma Bo, Chief Risk Officer of Everbright Bank and President of the Everbright Financial Research Institute. The conference invited multiple senior experts from scientific research institutions, industry associations, securities research institutions, and leading enterprises to attend, and they engaged in in-depth exchanges and discussions on topics including industry trends, technical roadmaps, market mechanisms, enterprise needs, and the integration of production and finance—further consolidating shared understanding and cooperation intentions.

Yin Zhongchu, Chief Analyst of Everbright Securities for power equipment, new energy, environmental protection, and public utilities, from a policy-evolution and industry-wide perspective, systematically combed through the development trajectory and overall framework for building the new type of energy system. He also pointed out that the core of the new type of energy system lies in the systematic restructuring of and coordinated management across different types of energy, rather than a simple replacement of traditional energy. He further conducted in-depth analysis from the dimensions of security assurance, economic accounting, and regional layout, enabling participants to develop a more comprehensive and systematic understanding of the new type of energy system, and providing strong support for the subsequent improvement of differentiated financial service plans.

Deng Zhanfeng, Deputy Director of the Basic Research Center of the Beijing Huairou Laboratory, approached from the perspective of national energy security and a multi-energy complementary system, and provided an in-depth explanation of the strategic positioning and industrialization prospects of hydrogen energy within the new type of energy system. He also proposed that hydrogen energy opens up a second utilization path for renewable energy adoption beyond electricity, and is an important carrier for achieving long-cycle energy balance; the development of hydrogen energy must adhere to a green direction. This offers important references for financial institutions to accurately identify opportunities and risks across each link of the hydrogen-energy industry chain.

Experts from industry associations, focusing on two main lines—the construction of a new type of power system and the establishment of a unified electricity market—analyzed the direction of power market-oriented reform and the trend of the evolution of electricity price mechanisms from a single unified pricing approach to a diversified value-based system. They also provided a detailed interpretation of the profound impacts of relevant policies on investment and financing in the new energy industry, helping participants further clarify the development rules of the power industry and the market mechanisms.

Chen Guowei, Associate Research Fellow at the Strategic and Economic Research Center of Beijing Jingneng Energy Technology Co., Ltd., together with the group’s practical exploration in the field of computing-power and power coordination, introduced concrete approaches and experience for the coordinated development of computing power and electricity from two levels: macro planning and micro operations. He demonstrated innovative practices in which energy enterprises combine their traditional power advantages with emerging demand for computing power, and also provided useful references for financial institutions to precisely connect with the industry and optimize service models.

Ma Bo, Chief Risk Officer of Everbright Bank and President of the Everbright Financial Research Institute, said that building the new type of energy system is an important support for safeguarding national energy security, achieving the goals of peaking carbon emissions and carbon neutrality, and nurturing new quality productive forces. The “Fifteenth Five-Year Plan” period is a crucial window for initially building a new type of energy system and advancing the construction of a strong energy nation. Everbright Bank will continue to deepen its industrial research, strengthen interaction and exchange with industry experts and leading enterprises, and continuously improve comprehensive financial service plans that fit the industrial characteristics of the new type of energy system, building specialized service capabilities covering key areas such as energy-structure transition, evolution of technical roadmaps, and power market reform.

In the future, Everbright Bank will further increase research support and resource tilting toward national-strategy areas such as the new type of energy system, and will promote the precise alignment of financial resources with the cultivation of new quality productive forces and the green and low-carbon transition of energy. By contributing Everbright’s wisdom and strength to serve the national energy security strategy and help achieve the “Dual Carbon” goals, Everbright will write a new era response in support of building a strong energy nation through its financial commitment.