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创业板公司融资余额七连增 其间累计增加91.80亿元
Zheng Quan Shi Bao Wang· 2025-07-16 02:04
创业板两融余额及变动 创业板公司最新融资余额3683.92亿元,已连续七个交易日增加,其间累计增加91.80亿元。 证券时报·数据宝统计显示,截至7月15日,创业板两融余额合计3695.13亿元,较上一交易日增加9.46亿 元。其中,融资余额合计3683.92亿元,较上一交易日增加9.27亿元,为连续七个交易日增加,其间累计 增加91.80亿元。 | 301498 | 乖宝宠 | 15242.73 | 82.88 | 301606 | 绿联科 | 4432.61 | -21.81 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 物 | | | | 技 | | | | 301120 | 新特电 气 | 13181.09 | 78.84 | 300945 | 曼卡龙 | 14026.79 | -21.70 | | 301392 | 汇成真 空 | 21101.89 | 77.31 | 301333 | 诺思格 | 7207.10 | -21.13 | | 301037 | 保立佳 | 2830.15 | 69.89 | 300468 | 四方精 创 ...
计算机行业“一周解码”:稳定币/RDA共振,看好金融IT与跨境支付企业发展机遇
Bank of China Securities· 2025-07-15 06:33
计算机 | 证券研究报告 — 行业周报 2025 年 7 月 15 日 强于大市 稳定币/RDA 共振,看好金 融 IT 与跨境支付企业发展 机遇 计算机行业"一周解码" 近期,稳定币/RWA/RDA/CIPS 等领域政策陆续发布,稳定币在跨境支付与 汇款、B2B 支付和资产代币化结算方面具有提高效率、降低成本、提高透明 度的优势。我们认为金融 IT 与跨境支付企业有望迎来较好的发展机遇。 相关研究报告 公司动态: (1)久远银海:公司发布 2025 年半年度业绩预告,预计上半年实现营收 4.14-4.54 亿元,同增 5%-15%;归母净利 0.26-0.32 亿元,同比大幅增长 130%-180%。 (2)浪潮信息:公司拟使用自有资金和自筹资金以集中竞价交易方式回购 公司部分 A 股股份。本次回购资金总额不低于人民币 2 亿元(含)且不 超过人民币 3 亿元(含),回购价格不超过人民币 75.59 元/股,预计回 购股份数量约为 2,645,852 股至 3,968,778 股,约占公司目前总股本的 0.18%至 0.27%。 投资建议 稳定币/RDA 共振背景下,我们认为金融 IT 企业与跨境支付企业有 ...
RWA:真实资产走向链上世界,开启数字金融新时代
Orient Securities· 2025-07-13 14:41
Investment Rating - The report maintains a "Positive" investment rating for the computer industry, specifically focusing on Real World Assets (RWA) [4] Core Insights - RWA represents a transformative innovation in financial technology by converting real-world assets into digital assets on the blockchain, potentially leading to exponential growth in the sector [2][6] - The global RWA asset market reached $24.5 billion as of June 2025, with projections to exceed $16 trillion by 2030, indicating a significant opportunity for investment [6][18] - The report emphasizes the importance of regulatory frameworks being established globally to support the growth of RWA, with regions like Hong Kong and the EU leading the way [26][30] Summary by Sections RWA: Connecting Real World Assets to Blockchain - RWA involves the tokenization of tangible and intangible assets through blockchain technology, enhancing liquidity and reducing transaction costs [11][12] - The RWA market is rapidly expanding, with a diverse range of assets including real estate, bonds, and commodities being tokenized [15][16] RWA Issuance Process and Regulatory Framework - The RWA issuance process consists of five key steps: asset selection, legal and compliance framework establishment, technology implementation, token issuance, and ongoing management [21][23] - Various countries are developing regulatory frameworks for RWA, with Hong Kong adopting a sandbox approach to foster innovation while ensuring compliance [26][30] Expansion of Asset Classes and RWA Market - RWA assets can be categorized into cash flow, equity, and non-cash flow assets, with credit and bonds currently leading the market [35][36] - The report highlights the significant growth potential in the RWA sector, particularly in tokenized real estate and securities, which are becoming increasingly popular [46][53] RWA Industry Ecosystem - The RWA ecosystem is forming a collaborative industry chain involving asset providers, technology firms, platforms, compliance custodians, and investors [4][6] - Key players in the blockchain and fintech sectors are recommended for investment, including companies like 恒生电子 and 新国都 [2][6]
62.00亿元主力资金今日抢筹计算机板块
Zheng Quan Shi Bao Wang· 2025-07-11 09:33
Market Overview - The Shanghai Composite Index rose by 0.01% on July 11, with 19 out of 28 sectors experiencing gains, led by non-bank financials and steel, which increased by 2.02% and 1.93% respectively [1] - The banking and building materials sectors saw the largest declines, with decreases of 2.41% and 0.67% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 6.21 billion yuan, with 7 sectors seeing net inflows [1] - The non-bank financial sector had the highest net inflow of 8.21 billion yuan, coinciding with its 2.02% increase [1] - The computer sector also performed well, with a net inflow of 6.20 billion yuan and a daily increase of 1.93% [1] Computer Industry Performance - The computer industry saw a total of 335 stocks, with 272 stocks rising and 58 stocks declining; 8 stocks hit the daily limit up [2] - Among the stocks with significant net inflows, Jinzheng Co. led with a net inflow of 453 million yuan, followed closely by Dazhihui and Tonghuashun with inflows of 451 million yuan and 447 million yuan respectively [2] - The stocks with the largest net outflows included Sifang Precision, Dazhi Technology, and Zhongke Jincai, with outflows of 244 million yuan, 207 million yuan, and 149 million yuan respectively [2][4] Top Gainers in Computer Sector - The top gainers in the computer sector included Jinzheng Co. (+10.02%), Dazhihui (+7.25%), and Tonghuashun (+4.45%) [2] - Other notable gainers were Yuxin Technology (+7.18%) and Shanghai Steel Union (+19.99%) [2] Top Losers in Computer Sector - The stocks with the largest losses included Sifang Precision (+2.15%), Dazhi Technology (-2.21%), and Zhongke Jincai (+4.84%) [4] - Other notable decliners were Wangsu Technology (-2.56%) and Shenzhou Information (-0.62%) [4]
中证1000信息技术指数报9130.36点,前十大权重包含欧菲光等
Jin Rong Jie· 2025-07-11 08:37
金融界7月11日消息,上证指数高开震荡,中证1000信息技术指数 (1000信息,H30446)报9130.36点。 据了解,中证1000指数行业指数系列从每个行业内选取流动性和市场代表性较好的证券作为指数样本, 形成10条中证1000行业指数,为投资者提供更多样化的投资标的。该指数以2004年12月31日为基日,以 1000.0点为基点。 资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。特殊情况下将对指数进行临时调整。当样本退市时,将其从指数样本中剔除。样本公司发生收 购、合并、分拆等情形的处理,参照计算与维护细则处理。当中证1000指数调整样本时,中证1000行业 指数样本随之进行相应调整。在样本有特殊事件发生,导致其行业归属发生变更时,将对中证1000行业 指数样本进行相应调整。 从中证1000信息技术指数持仓的市场板块来看,深圳证券交易所占比57.12%、上海证券交易所占比 42.88%。 数据统计显示,中证1000信息技术指数近一个月上涨6.25%,近三个月上涨11.71%,年至今上涨 7.69%。 从中证1000信息技术指数持仓样本的行业来看, ...
数字货币概念下跌1.11%,12股主力资金净流出超亿元
Sou Hu Cai Jing· 2025-07-10 08:50
截至7月10日收盘,数字货币概念下跌1.11%,位居概念板块跌幅榜前列,板块内,中亦科技、四方精 创、金一文化等跌幅居前,股价上涨的有32只,涨幅居前的有中科金财、中油资本、翠微股份等,分别 上涨10.00%、6.15%、4.26%。 | 代码 | 简称 | 今日涨跌幅(%) | 今日换手率(%) | 主力资金流量(万元) | | --- | --- | --- | --- | --- | | 300468 | 四方精创 | -8.46 | 28.22 | -57260.80 | | 002721 | 金一文化 | -8.16 | 26.57 | -36692.81 | | 002987 | 京北方 | -7.11 | 19.07 | -34388.34 | | 300130 | 新国都 | -5.08 | 17.28 | -26238.64 | | 600446 | 金证股份 | -4.56 | 11.79 | -25699.35 | | 603300 | 海南华铁 | -1.69 | 6.89 | -19703.45 | | 300180 | 华峰超纤 | -2.86 | 14.73 | -17856.6 ...
数字货币概念股短线跳水,中亦科技跌超10%
news flash· 2025-07-10 06:34
数字货币概念股短线跳水,中亦科技(301208)跌超10%,金一文化(002721)接近跌停,京北方 (002987)、雄帝科技(300546)、楚天龙(003040)、四方精创(300468)纷纷下挫。 ...
A股软件开发概念持续回升,普联软件涨超16%,方直科技涨超13%,四方精创、路桥信息、佳发教育等个股跟涨。
news flash· 2025-07-10 02:11
Group 1 - The A-share software development sector is experiencing a continuous rebound, with notable stock price increases [1] - Puling Software has risen over 16%, while Fangzhi Technology has increased by more than 13% [1] - Other stocks such as Sifang Jingchuang, Luqiao Information, and Jiafa Education are also seeing upward trends [1]
中国股市:稳定币+跨境支付,最正宗的10家公司
Sou Hu Cai Jing· 2025-07-09 09:05
Core Insights - The implementation of the Hong Kong Stablecoin Regulation in July 2025 marks a significant step in the regulation of stablecoins, enhancing cross-border payment efficiency by over 90% and reducing costs to one-tenth of traditional methods [1][3] - The expansion of the digital yuan pilot to 50 cities, with annual transactions exceeding 1 trillion yuan, highlights China's advancements in digital currency, prompting major tech companies like Ant Group and JD.com to invest in compliant stablecoins [3] - Stablecoins are positioned as a bridge between cryptocurrencies and traditional finance, addressing long-standing issues in cross-border trade such as high fees, slow settlements, and low transparency, with the market for cross-border payments growing at an annual rate exceeding 200% [3] Company Summaries - **Four方精创**: A key service provider for the Hong Kong Monetary Authority, developing the mBridge cross-border clearing module and offering a platform for stablecoin issuance, with potential annual revenue exceeding 250 million HKD if the stablecoin market reaches 50 billion HKD [5] - **拉卡拉**: The only domestic third-party payment institution with a full license for cross-border RMB payments, supporting stablecoin payments through 5 million POS terminals, with a projected revenue of 200 million yuan from stablecoin-related activities in 2025 [6] - **海联金汇**: Holds the only MSO license among A-share companies, with significant market share in Southeast Asia and participation in the mBridge project, reporting a 950% year-on-year increase in net profit in Q1 2025 [6] - **恒宝股份**: A leading supplier of hardware security modules for digital currencies, with a market share exceeding 30%, providing hardware for stablecoin transactions and participating in the mBridge project [7] - **新大陆**: A global leader in smart terminals, integrating digital yuan and stablecoin functionalities, with a projected order of 200,000 terminals in Southeast Asia in 2025 [7] - **京北方**: The only A-share company explicitly linked to stablecoin technology, providing underlying settlement technology for major banks and participating in the mBridge project [8] - **雄帝科技**: Developed a dual-track payment system compatible with both digital yuan and stablecoins, providing key services for the Hong Kong pilot [8] - **华峰超纤**: Collaborating with JD Wallet to test stablecoin retail scenarios in the UAE, with a focus on programmable payment protocols [9] - **恒生电子**: Provides core system support for Ant Group's stablecoin operations, with a significant market share in asset management systems [10] - **数字认证**: Supplies key management services for stablecoins to the Hong Kong Monetary Authority, with a strong presence in government blockchain projects [10]
锚定价值,链接未来:稳定币的崛起与挑战
艾瑞咨询· 2025-07-08 06:17
Core Insights - Stablecoins serve as a "dual currency" between decentralized digital currencies and fiat currencies, offering advantages in payment convenience, privacy protection, and value stability, thus becoming a low-cost, high-efficiency payment tool [1] - The recent regulatory policies in the US and Hong Kong have initiated a new "currency war," positioning the stablecoin market as a critical battleground for maintaining US dollar hegemony and promoting the internationalization of the Chinese yuan [1] Group 1: Definition and Mechanism of Stablecoins - Stablecoins are special digital currencies issued by stablecoin developers, large e-commerce companies, and licensed financial institutions, combining the advantages of digital currencies and fiat currencies [2] - The core technology of stablecoins is based on decentralized distributed ledger technology within blockchain systems, enabling direct payment transactions without traditional banking intermediaries [2] Group 2: Types and Issuance Mechanisms of Stablecoins - The main issuance mechanisms for stablecoins include fiat currency collateralized issuance, cryptocurrency collateralized issuance, high liquidity commodity collateralized issuance, and algorithmic uncollateralized issuance, with fiat and cryptocurrency collateralized issuance accounting for over 99.8% of the market [3][4] - Fiat currency collateralized stablecoins are pegged to a single currency or a basket of fiat currencies, while cryptocurrency collateralized stablecoins use cryptocurrencies as collateral, often employing over-collateralization to mitigate market risks [3][4] Group 3: Market Value and Growth of Stablecoins - Since 2020, the stablecoin market has grown from 5 billion to 250 billion USD, with an annual growth rate exceeding 100%, and transaction volumes approaching 37 trillion USD [7] Group 4: Regulatory Landscape and Market Analysis - The regulatory frameworks in China, Hong Kong, and the US differ significantly, with China prioritizing financial sovereignty, Hong Kong focusing on market development, and the US emphasizing the control of underlying technologies to maintain dollar dominance [11][8] - The US stablecoin market is dominated by USDT and USDC, which together account for over 80% of the market share [10] Group 5: Recent Regulatory Developments - The US Senate passed the "GENIUS Act" on May 19, 2025, establishing a federal regulatory framework for stablecoins, requiring issuers to obtain licenses and maintain a 1:1 collateralization ratio with high liquidity assets [14][15] - Hong Kong's "Stablecoin Ordinance," effective August 1, 2025, introduces a licensing regime for stablecoin issuers, ensuring 100% reserve requirements and enhancing market transparency [16][17] Group 6: Applications in Cross-Border Payments and E-commerce - Stablecoins are positioned as a solution to the inefficiencies of traditional cross-border payment systems, significantly reducing costs and transaction times [32] - Major e-commerce giants like JD.com and Ant Group are exploring the issuance of their own stablecoins to enhance financial capabilities and streamline cross-border transactions [35]