The National Two Sessions in 2026 coincide with the first year of the “15th Five-Year Plan”. In the macro-background of new productivity, green and low-carbon transformation, and the "artificial intelligence +" action, a number of suggestions and proposals put forward by the representatives are closely related to the development of the optoelectronics industry.
Academician Hao Yue: Relying on the advantages of gallium resources to promote the layout of the optoelectronic display industry
Hao Yue, a representative of the National People's Congress and an academician of the Chinese Academy of Sciences, pointed out that the "15th Five-Year Plan" will be a critical transition period for my country's integrated circuit industry to shift from following to leading. my country controls more than 95% of the world's gallium resources, which is an industrial bargaining chip that other countries do not have. It is recommended to rely on its rare resource endowment to promote the formation of large-scale layout in industries such as compound semiconductors, optoelectronic displays, and new sensors.
Representative Li Dongsheng: Strengthen capital support and promote high-quality development of the semiconductor display industry
Li Dongsheng, a representative of the National People's Congress and founder and chairman of TCL, provides suggestions and suggestions on the development of the semiconductor display industry.
Li Dongsheng said that after more than 20 years of hard work, China's semiconductor display industry has achieved global leadership in the LCD field, "running parallel" and partially "leading" in the OLED field, and other fields are also rapidly catching up and surpassing. However, the semiconductor display industry still needs continuous capital investment to continue to catch up and surpass in the long run of global industrial competition.
To this end, Li Dongsheng suggested that regulatory agencies should cooperate with the needs of national industrial policy development and introduce relevant policies to support the development of high-tech, heavy-asset, and long-cycle industries, and set up special financing rules and channels for this type of projects to better promote the capital market and support the development of advanced manufacturing.
Representative Yan Ruoyuan: Create a new display industry cluster with "four-wheel drive"
Yan Ruoyuan, a representative of the National People's Congress, director and co-president of Visionox Technology Co., Ltd., brought two suggestions.
The first one is to propose the introduction of the "Regulations on Promotion of Scenario Innovation in Anhui Province". Good technology must have a "place to be used." Yan Ruoyuan suggested that cities should be used as "innovation testing grounds" and legislation should be used to promote the opening of scene resources, so that new technologies can be quickly verified and iterated in real environments, forming a closed loop of "breakthrough-verification-application". At the same time, we will shift from "giving policies" to "giving opportunities", using scenarios to attract global innovation forces, and create a new "opportunistic" investment promotion model.
The second suggestion is to promote Anhui to build a world-class new display industry cluster. The new display is the "first window" for human-computer interaction in the AI era, and the country has listed it as an emerging pillar industry alongside integrated circuits and aerospace. Anhui's development of display industry has a good foundation and high quality. It is recommended that the province coordinate and pool resources to cultivate 2-3 leading enterprises, cultivate internal and external resources to build an industrial ecology, promote the integration of "car core screen terminals", open up scenarios, build platforms, and attract global resources, so that Anhui not only has a "large display scale" but also "displays strong strength" and becomes the source of global technology and the commanding heights of the industry.
Representative Ma Xinqiang: Focus on the optoelectronics industry and help Wuhan build a world-class industrial cluster
Ma Xinqiang, deputy to the National People's Congress and chairman of Huagong Technology, suggested supporting Wuhan in creating a world-class optoelectronic information industry cluster and applying for the construction of a national laboratory in the field of optoelectronics; he also suggested that the construction of Wuhan's optoelectronic information industry cluster be included in the key layout of the national advanced manufacturing cluster development and give priority to supporting Wuhan High-energy innovation platforms and leading companies undertake national projects such as the Ministry of Industry and Information Technology's manufacturing high-quality development project, industrial base reconstruction projects, and key research and development plans. It is also recommended to support the establishment of a national optoelectronics industry fund to increase investment in areas such as optical connections, optical computing, optical sensing, and laser manufacturing.
Representative Yan Dapeng: Take multiple measures to accelerate the construction of Hubei optoelectronic information industry cluster
Yan Dapeng, a representative of the National People's Congress and Vice Chairman of Raycus Laser, also pays attention to the optoelectronic information industry and calls for accelerating the creation of a world-class optoelectronic information industry cluster with Hubei as the core. He made four specific suggestions:
The first is to strengthen core technology research, focus on "stuck" links such as optical chips, optical modules, and high-end lasers, set up special research projects, and implement "revealing the list and taking charge"; the second is to deepen the collaboration of the industrial chain, strengthen leading enterprises such as YOFC, FiberHome Communications, and Yangtze Storage, copy the "core optical chain" model, and support Pilot test verification and production capacity improvement of small and medium-sized enterprises; the third is to improve the achievement transformation mechanism, lay out a professional pilot test platform, and open up the key links from the laboratory to the production line; the fourth is to strengthen talent support, introduce high-end compound talents, optimize the professional setting of universities, and establish a multi-evaluation system with industry contribution as the core.
In addition, he focused particularly on the chemical reaction of "laser + AI" fusion. Artificial intelligence is empowering laser manufacturing from the three dimensions of R&D and design, intelligent manufacturing, and equipment services, becoming the core support for breaking through process boundaries and improving production efficiency. He suggested setting up a "laser + AI" special project to open up data interfaces so that laser manufacturing should not only be "light" but also "intelligent".
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The smart economy is included in the government work report for the first time, and data, computing power and security have become the focus
The 2026 "Government Work Report" included concepts such as "intelligent economy" and "intelligent agents" for the first time, and clearly proposed the need to deepen and expand "artificial intelligence +", promote the commercial and large-scale application of artificial intelligence in key industries, and cultivate new intelligent native new business formats and new models. This direction will drive the development of the intelligent terminal industry and will also indirectly benefit the market demand for display products. Focusing on the development foundation of the smart economy, many suggestions from representatives also focus on key aspects such as data, computing power, talent and security.
Fu Zhiwei, deputy to the National People's Congress and chairman of Xuzhou Bokang Chemical Technology Co., Ltd., proposed that AI should empower the development of the semiconductor industry and suggested legislation on the confirmation of industrial data rights. The basis of artificial intelligence is big data, which requires a large amount of real and effective data; semiconductor industry data involves issues such as core interests of enterprises and intellectual property protection, and legislation needs to be adopted to solve the stuck and difficult points of data sharing. He also suggested establishing a fault-tolerant mechanism to allow all sectors of society to recognize the value of erroneous data and encourage innovation and exploration.
Liu Qingfeng, deputy to the National People's Congress and chairman of iFlytek, proposed: Strengthen AI research and development and ecological construction on independent controllable computing power platforms; deploy national artificial intelligence projects, organize national laboratories, leading companies and scientific research institutes to collaboratively tackle key problems; explore "quantum computing empowering AI" to open up new paths to break through computing power bottlenecks; develop a new generation of brain-inspired model architecture to win the upper hand in the next generation of artificial intelligence competition.
Member Guo Yufeng paid attention to artificial intelligence governance and talent cultivation, pointing out: "Our education should focus on cultivating creativity, critical thinking, and interdisciplinary integration capabilities. These are precisely the core competitiveness that AI cannot replace."
In his third proposal, Zhou Hongyi focused on the construction of security capabilities in the AI era, and suggested the implementation of "model-based model" - using AI to govern AI: Promote the scenario-based application of security intelligence agents and deploy them in batches in key areas such as critical information infrastructure and the industrial Internet; support ecological innovation in security technology, establish a security innovation consortium, and include standard security intelligence products in the government's priority procurement catalog.
Miao Wei, a representative of the National People's Congress and senior vice president of ZTE, suggested that 6G should be built "moderately ahead of schedule". Of particular note is his mention of using AI intelligent terminal innovation to drive network evolution, which is inseparable from the low-latency and high-bandwidth support of optical communications.
Representative Jia Shaoqian: AI empowerment + overseas escort promotes the breakthrough and upgrading of the manufacturing industry
In addition to cutting-edge technology, how the manufacturing industry breaks through is also the focus. Jia Shaoqian, deputy to the National People's Congress and chairman of Hisense Group, suggested improving the "anti-involution" governance system and revising the implementation details of the "Anti-Unfair Competition Law". He proposed the implementation of the "AI + manufacturing" innovation plan to guide the market from "price-fighting" to "value-fighting", while strengthening policy guidance to support enterprises in going global with high quality.
Representatives Feng Dan and Hu Bingliang: Optoelectronic technology breaks through and alleviates computing power anxiety
In the era of computing power anxiety, photoelectric technology provides new solutions. Feng Dan, deputy to the National People's Congress and vice president of Huazhong University of Science and Technology, said that data storage is related to national strategy. In the future, not only will stronger computing power be needed, but also matching "storage power" will be needed. She said that compared with the traditional storage-computing separation architecture, the integrated storage and computing technology has an energy efficiency improvement of more than one order of magnitude. It is a disruptive technological path to break through the existing computing power bottleneck and achieve green and low-carbon development. It is recommended to support Hubei in building a world-class storage and computing integrated industrial base and contribute to the country's strategic initiative in the new era of "artificial intelligence +".
Hu Bingliang, deputy to the National People's Congress and deputy director of the Xi'an Institute of Optics and Precision Mechanics, Chinese Academy of Sciences, strongly promotes photon computing. He believes that photon computing completes large-scale data parallel computing at the speed of light and does not have high requirements for semiconductor processes, and the domestic industry chain can fully support it. He suggested that the national level should increase support for the research and development of photonic computing technology and support Shaanxi in building a "National Photonic Computing Laboratory and Science and Technology Innovation Industry Integration Center" to move photonic computing from the laboratory to industrial applications.
Academician Luo Xiangang: Focus on talents and collaboration to create “the fourth pole of China’s strategic science and technology”
Luo Xiangang, academician of the Chinese Academy of Engineering and director of the Institute of Optoelectronics of the Chinese Academy of Sciences, pays attention to the strength of young scientific researchers. He said that Sichuan has outstanding advantages in nuclear technology, advanced manufacturing, optoelectronic information and other fields. In the context of the new era, it must accelerate breakthroughs in underlying key technologies and achieve independent control of the industrial chain.
He suggested that we should base on the new national system and open up the entire chain of "demand docking, research institutes, and enterprise engineering". At the same time, relying on the Chengdu-Chongqing twin-city economic circle, we will accelerate the creation of the "Fourth Pole of China's strategic science and technology" after Beijing-Tianjin-Hebei, the Yangtze River Delta, and Guangdong, Hong Kong and Macao, and promote the scientific and technological forces of the entire society to serve the country's major strategic tasks and major engineering projects in an orderly manner.
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