On June 30th, the second phase of the Tsinghua Alumni Special Opportunity Investment Alliance's "Alliance Peer · Deep Mutual Communication Private Sharing Meeting" was held at the Beijing headquarters of Oceanwide Capital. As a deepening exchange of the "Tsinghua Alumni Special Opportunity Investment Alliance 2026 Spring Forum" held by Oceanwide Group in February this year, this conference aims to continue the good momentum of the first forum's deep linking and further focus on the practical implementation and ecological coordination in the field of special opportunity investment.

Liu Jie, President of Tsinghua Alumni Special Opportunity Investment Alliance and Chongqing Tsinghua University Alumni Association, Zhang Lei, Executive President of Tsinghua Alumni Special Opportunity Investment Alliance and CEO/co-founder of Yushu Street Capital, and more than 20 people from trusts AMC、 Experts from law firms, consulting firms, real estate companies, and equity investment fields attended the meeting to discuss new opportunities for the development of the special asset industry. Zhu Xiaoxing, General Manager of Oceanwide Capital, presided over the meeting.

Focus on the five core issues and output multidimensional practical solutions

Special sharing session, attendees focus onRegeneration of existing space, restoration of asset value, empowerment of AI technology, trust fund services, and co construction of industry ecologyFive core topics, focusing on sub sectors such as urban renewal, digital disposal of non-performing assets, renovation of old buildings, trust asset management, and real estate non-performing asset restructuring, combined with typical practical cases on the front line, analyze the existing pain points in the industry, sort out the implementation path of projects, and share multidimensional practical experience.

Urban renewal: using tool thinking to solve the stock dilemma

Feng Wei, Executive Director of Gaohe Capital Investment Department, pointed out that the resolution of distressed assets faces core challenges such as short remaining land tenure and a dual track valuation system. He proposed that urban renewal should be used as a tool, asset securitization as a vision, and breakthroughs should be sought through policy windows such as mixed use of functions and certification of unlicensed buildings. At the same time, he also emphasized that a key cannot solve all difficulties, and multiple tools still need to be used to work together.

AI empowerment: Technology driven upgrade of non-performing loan disposal

AI is reshaping the efficiency boundary of non-performing loan disposal. Yang Fan, founding partner of Songbai Yihe Capital and chairman and co-founder of Lvguang Intelligent, introduced that relying on self-developed legal models, voice models, and visual models, the team has created a "crayfish" style fully automatic disposal system, which achieves full process automation coverage from asset package analysis to decentralized litigation, reducing labor costs by more than 50%, providing an intelligent path for special asset disposal that combines compliance and efficiency.

Based on Technical Practice: Engineering Perspective in Urban Renewal

Zeng Qingyu, the person in charge of urban renewal at the China Academy of Building Research, demonstrated technological breakthroughs in structural reinforcement and rigid waterproofing in confined spaces based on the practical level of renovating old buildings. He pointed out that the market size of existing building renovation has reached trillions of yuan, and the implementation of land policies will release huge engineering demand. At the same time, he also stated that the pursuit of commercial value needs to be balanced with the healthy operation of the social system.

Grasping the Industry Cycle: Special Opportunities from a Trust Perspective

Faced with a large number of endogenous adverse opportunities emerging in the current real estate downturn cycle, Liu Zhenshan, General Manager of the Second Division of Daye Trust Asset Service Trust Business, said that in the real estate downturn cycle, trust companies and AMCs hold a large amount of existing assets, and it is urgent to introduce external professional forces such as bankruptcy reorganization and common interest bonds to revitalize. He emphasized that special opportunity investment focuses on "uniqueness" and "specialization", and the core of project implementation lies in accurate identification of assets and efficient integration of multiple professional resources. He also suggested fully relying on the alliance platform, deepening industry exchanges and business collaboration, and jointly grasping investment opportunities in the field of special assets.

Building a trust driven alumni investment ecosystem

President Liu Jie reviewed his own process of cross industry transformation in his sharing. He pointed out that after the decline of the era dividend, special opportunity investment tests the ability to predict results and take responsibility. Bad restructuring requires professional wisdom to deal with debt difficulties and seek breakthroughs in legal compliance. He sent a message to the members of the alliance, relying on the trust bond of Tsinghua alumni to deepen cross-border cooperation, maintain strategic determination, learn to "let bullets fly for a while" in complex markets, trade time for space, and move forward pragmatically.

Understanding, Linking, and Symbiosis "- Anchoring the Long term Direction of the Alliance

Executive Chairman Zhang Lei anchored the future direction with the six words "understanding, linking, and coexisting" during the summary session of the alliance representatives. He emphasized that the Private Enjoyment Club uses "talent roadshows" as a link to break the superficial and ineffective communication that is superficial and polite. Its core value lies in helping alliance members effectively activate their contact lists, activate the potential value of alumni, deeply learn the business models of various tracks of alliance members, and stimulate innovative ideas in special opportunity areas through deep communication. I hope everyone cherishes the alumni relationship, continues to deepen connections and mutual assistance, transforms personal strengths into team synergy, and deeply promotes the construction of special opportunity investment ecology.

During the free exchange session, alumni from Qiancheng Law Firm, Xieyuan Consulting, Oriental Asset Management, Galaxy Investment, Jiangsu Trust, National Trust, Jincheng Tongda Law Firm, Blooming Asset Management, Singapore Bank, Putuo Capital, Greentown Management Group and other institutions also introduced their respective fields of expertise and industry resources that can be linked. Based on the trust foundation and professional capabilities carried by the alumni network, gather valuable resources in the field of special opportunity investment.

Ocean Capital: Deeply cultivating the special asset track with full chain capability

As the organizer of this conference, Zhu Xiaoxing, General Manager of Oceanwide Capital, shared the differentiated approach of Oceanwide Capital in the field of special assets. He stated that the current industry has entered a deep adjustment period of risk mitigation and clearing of stock. The disposal of special assets is not simply a matter of buying low and selling high, but a systematic project that combines risk resolution and value restoration. Relying on the professional strength of the entire chain of the Oceanwide Group, Oceanwide Capital has the ability to handle complex problems and can solve the entire process from bankruptcy reorganization to resumption of construction, residential delivery, and commercial operation. The composite background of industry, resources, law and finance has formed a full chain practical ability from risk pricing, restructuring consulting to multi format operation and agency construction operation. At the same time, Oceanwide Capital has established a normalized cooperation mechanism with multiple state-owned AMC, insurance capital, industrial capital, and REITs institutions, building an ecological network circle for special asset business. Since 2025, we have been deeply involved in the revitalization of multiple special asset projects in Wuhan, Hefei, Chongqing, and other regions. In the future, Oceanwide Capital will work together with all partners to deepen the collaborative linkage of special opportunity investment ecology, continue to cultivate the track of revitalizing existing assets, build a normalized and specialized communication platform, and help the real estate industry develop healthily and with high quality.

In the future, Oceanwide Capital will work together with all partners to deepen the collaborative linkage of special opportunity investment ecology, continue to cultivate the track of revitalizing existing assets, build a normalized and specialized communication platform, and help the real estate industry develop healthily and with high quality.