2026 Dragon Business Conference | Tian Yu: Business Thinking and Value Creation

2026-07-09 21:04

Observer

On June 16-17, 2026, the Dragon Commerce Conference with the theme of "New Quality, New Bureau, New Dragon Commerce" will kick off in Daqing. The opening ceremony of this conference invites 5 top industry guests to focus on six cutting-edge tracks: artificial intelligence, life sciences, brain computer interfaces, industrial investment, private enterprise going global, and robot intelligent manufacturing. Combining industry practice, they will break down the path of new quality productivity landing and open up new ideas for global dragon merchants' industrial development. The following is a summary of the guest speech content.

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1、 Business Thinking: A Trinitarian Thinking Framework

Today, I will share with you two aspects of content: the trinity thinking framework and value creation focused on long-term trends. At present, AI is reshaping various industries comprehensively. To accurately judge industry trends and grasp the long-term value of enterprises, it cannot do without the support of humanistic thinking, technological thinking, and business thinking.

(1) Business Thinking: Trinity Thinking Framework

Thinking is the psychological process in which the human brain processes and processes information to form cognition and value judgments about the world. I often say: education is a bronze medal, ability is a silver medal, network is a gold medal, thinking is a trump card, and character is the trump card. I have been engaged in financial investment work for a long time and have always believed that thinking is the core key to solving cognitive boundary problems. By sorting out the history of human development, the four representative figures represent different eras.

Aristotle: The Origin of Philosophical Thinking (Age of Man and God)

As one of the Three Saints of ancient Greek philosophy, Aristotle was an encyclopedic scholar of ancient Greece, a disciple of Plato, and a teacher of Alexander the Great. His ideological system covers logic, metaphysics, ethics, political science, aesthetics, and natural sciences, making him the founder of Western disciplines. His works can be regarded as the cornerstone of European intellectual history.

Newton: The Foundation of Scientific Thinking (Age of Science)

Newton established classical mechanics and calculus, using fundamental physical laws to break down the world. All modern industrial and engineering systems are built on the framework of Newtonian science. He is known as the 'father of modern physics'. His work laid the foundation of classical mechanics and illuminated the entire era of scientific revolution. The familiar Einstein, who was one of the founders of the Hebrew University of Jerusalem, still has a portrait of Newton hanging in his office, which proves Newton's irreplaceable position.

Darwin: The Bottom of Competitive Thinking (The Age of Competition)

Darwin was a British naturalist, geologist, and biologist, and the founder of the theory of evolution. His theory overturned human understanding of the origin and evolution of life and is hailed as one of the greatest scientific revolutions of the 19th century. Thoroughly changed biology, geology, and anthropology, unifying life sciences within an evolutionary framework. Unlike Wallace, who published papers at the same time but did not delve into the mechanism, Darwin convinced the academic community with abundant evidence. Despite strong opposition from religious conservatives at the time, modern evolution theory has merged with genetics into the "modern comprehensive evolution theory", becoming an unshakable cornerstone of biology.

Elon Musk: Business Benchmark in the AI Era (AI Era)

Musk's contribution to humanity can be said to be not only a successful businessman, but also a dreamer who has redefined the industry's development trajectory in multiple key areas with his grand vision. His main contributions are reflected in the following aspects:

·Sustainable Energy and Transportation: Through Tesla, we have driven a historic shift in the global automotive industry from fuel to electric; And developed sustainable energy solutions such as solar energy and energy storage.

·Space exploration and interstellar civilization: Through SpaceX, reusable rockets are developed to significantly reduce the cost of space exploration and promote the Starship project, with the goal of colonizing Mars and finding an "alternative home" for humanity.

·Global network connection: deploy low Earth orbit satellite groups through the Starlink plan to provide high-speed Internet access for remote areas, disaster areas, etc.

·Brain computer interface and healthcare: Through Neuralink, we are committed to developing direct connection technology between the brain and computers, bringing revolutionary hope for the treatment of neurological diseases such as paralysis and blindness.

·Artificial Intelligence and Future Infrastructure: As a co-founder of OpenAI, I have driven discussions on the development and security of AI; And explore underground tunnels through The Boring Company to solve urban traffic congestion.

In summary, Musk's contribution lies in transforming a series of once unattainable sci-fi ideas into engineering practices that drive the progress of human civilization step by step. Whether it is promoting the green transformation of transportation and energy, ushering in the commercial era of space exploration, or exploring the future of human-machine integration in medicine, he has profoundly influenced the trajectory of human progress.

(2) The Three in One Correct Thinking Framework

A correct understanding framework must organically connect business thinking, technological thinking, and humanistic thinking. Humanity sets the direction, technology provides the means, and business achieves sustainable value creation.

Humanistic thinking is not only the ultimate of business thinking, but also an important foundation for business success. We need to view the world dialectically, analyze China dialectically, shape ourselves rationally, and think about today and create the future with the future.

Business thinking is the goal and node, which is to refine and refine technological thinking based on humanistic thinking, and achieve the end point of products and services through technological means. All humanistic thinking ultimately needs to be implemented in a sustainable business closed loop. But if we only stay in business thinking, we may be confused by technological thinking. Taking SpaceX rocket recovery as an example, the cost of disposable space equipment is extremely high, and the use of reusable technology to reconstruct the space business model is a perfect first principles implementation in the commercial field.

2、 Value creation: Focusing on long-term trends

In terms of macroeconomics, China's economy has started well in 2026, with real GDP growth of 5% in the first quarter. The negative trend of the GDP deflator index has significantly narrowed, while PPI achieved a milestone positive turn in March and expanded its growth rate in April. The consumption recovery is steady, infrastructure investment is outstanding, and export growth is strong; Many signals also indicate a better investment window period.

In terms of major asset classes, global stock markets have gradually recovered from the March pullback, and overall market sentiment remains optimistic about the narrative of AI development, but uncertainty is also increasing; The performance of global treasury bond is generally mediocre. The global stock market pullback has also driven fluctuations in commodity prices, but overall it has shown strong resilience and is worth further research and improving allocation.

In terms of AI technology trends, the rise of Agent AI has a significant impact on the technology industry, providing space for cloud vendors to re evaluate their value and systematically promoting the value extension of the AI semiconductor/hardware industry chain. Outside of the technology industry, AI is widely influencing various real economies: reshaping product forms, industry barriers, and cost curves in various industries.

In terms of biotechnology, China's innovative drugs have surged from "research and development narrative" to "value realization", resonating with overseas BD and payment reform; We should pay more attention to pharmaceutical companies that can clearly release profits.

China's economic growth has shifted from pursuing overall quantity improvement and structural transformation to quality and innovation.

Based on the current macroeconomic environment, the four core themes of industrial investment in the next decade are industrial innovation, independent and controllable industrial chain, enterprise overseas layout, and AI industry empowerment. Continuous innovation on the supply side, resilience of the manufacturing industry, dividends from institutional reform, and empowerment of the artificial intelligence industry will jointly support long-term economic growth.

The global asset allocation focus continues to tilt towards the fields of biomedicine, advanced manufacturing, and artificial intelligence, and there is a huge market space for domestic substitution in the long run. Domestic high-end equipment and intelligent devices have formed a mature system for going global, and technologies related to unmanned mining and green energy have gained global market recognition. A good investment target depends on the company's premium space, including growth premium, innovation premium, leadership premium, and overseas revenue premium.

China remains the engine of global economic growth, and the next 'China' will still be China. If the growth rate reaches 5%, the 10-year GDP increment would be equivalent to today's India+Japan+Indonesia. We will seize the new opportunities of the times, not only grasping the systematic returns of economic structural upgrading, but also actively creating excess returns through trading and governance capabilities.

Finally, as Chinese entrepreneurs in the new era, we should not only love our great motherland, but also tell the story of China well:

Tell Me About China

When talking about China, we cannot just talk about China.

Talking about the thousands of miles of lights from thousands of homes in China, the magnificent Five Sacred Mountains, and the majestic rivers;

Talking about the heaviness of the Qin and Han dynasties, and the grandeur of the Tang and Song dynasties;

Talking about the length of five thousand years and the vastness of 9.6 million square kilometers;

Talk about the light of the awakening era and the fire of Nirvana and rebirth;

Talking about the fragrant rice flowers on both sides of the Taiwan Strait and the white doves released in the morning;

Talk about the spring breeze of reform and opening up, the scorching heat of unity and solidarity;

Speak of the Chinese Dream of great rejuvenation and give time to the mountains and rivers.

Conclusion

The keynote speakers of this Dragon Business Conference will discuss how AI, biotechnology, and advanced manufacturing can build a new foundation for high-quality productivity from five dimensions: life and health, brain medicine, industrial investment, private enterprise going global, and robot intelligent manufacturing. New technologies are no longer exclusive to technology companies, and all traditional industries can rely on technology to open up new growth opportunities. We hope that global dragon merchants can establish themselves in Longjiang and look to the world, seize the opportunities of the Kangshou industry, brain computer medicine, cross-border trade, and industrial automation era, and explore new opportunities with new quality to jointly embark on a new journey of industrial development.

Introduction to the Dragon Merchant Association

The Dragon Chamber of Commerce was established with the approval of the Heilongjiang Provincial Party Committee and Provincial Government. Under the guidance of the Provincial Federation of Industry and Commerce, it was officially unveiled and established on June 11, 2022, at the Heilongjiang Province Revitalization, Development, Cooperation and Exchange Conference and the 22nd Annual Meeting of the Yabuli China Entrepreneur Forum. The Chamber of Commerce is a joint, non-profit social organization voluntarily formed by entrepreneurs of Heilongjiang origin from within and outside Heilongjiang Province (including Hong Kong, Macao, Taiwan, and domestic and overseas), as well as non Heilongjiang entrepreneurs who have invested, started, worked, or studied in Heilongjiang Province, and relevant social groups and individuals. The first president of the Dragon Merchant Association was appointed by Leng Youbin, the chairman of China Feihe.

The Longshang Association always keeps in mind the mission and responsibilities entrusted by the Provincial Party Committee and Provincial Government, fully leverages its role as a bridge between government and enterprises, carefully builds three major platforms for government enterprise communication, learning and exchange, and career development, and actively promotes the healthy development of the private economy. Looking towards the future, the Longshang Association will continue to promote the spirit of outstanding entrepreneurs, work together with the vast number of Longshang merchants to polish the "golden business card" of Heilongjiang, inject new momentum into the comprehensive and all-round revitalization of Heilongjiang, and help the Longshang group achieve new leaps in the new era.

Source: Dragon Merchant Association

Disclaimer: The views expressed in this article are for reference and communication only and do not constitute any advice.