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跨境支付重大利好!八部门联手推进数字人民币跨境试点,这五大核心板块或迎高速黄金期!
Sou Hu Cai Jing· 2025-12-25 09:23
Core Insights - The People's Bank of China and eight other departments have issued opinions to support the construction of the Western Land-Sea New Corridor, emphasizing the exploration of digital financial international cooperation [1] - The offshore RMB has surpassed the 7.0 mark against the USD, reaching a high of 6.996, marking the first time since September 2024, while the onshore RMB also crossed 7.01, a new high since September 27, 2024 [1] - The global retail cross-border payment market is projected to grow to $64.5 trillion by 2032, with a compound annual growth rate (CAGR) of 6.2% from 2024 to 2032, which is expected to enhance the infrastructure and application scenarios for RMB cross-border payments [1] Market Sector Analysis - **Cross-Border Payment Technology Services**: Companies providing cross-border payment system construction, technology upgrades, data processing, and solutions will benefit from the rapid growth of CIPS system business and the expansion of digital RMB cross-border payment trials [2] - **Digital RMB Industry Chain**: The evolution of digital RMB into a strategic carrier integrating finance, technology, and data will drive demand for bank IT upgrades, terminal equipment enhancements, and payment institution scenario expansions, presenting new growth opportunities across the entire industry chain [2] - **Banking and Financial Institutions**: The deepening of cross-border RMB settlement facilitation trials and the increasing choice of international enterprises to use RMB for settlement will open up more business space for Chinese banks in cross-border financial services, trade financing, and asset management, enhancing their non-interest income and international competitiveness [2] - **Cross-Border E-Commerce and Foreign Trade**: Policy support for building cross-border e-commerce digital service platforms in relevant provinces and cities will improve service capabilities and efficiency, reduce cross-border payment costs, and create a more favorable operating environment for cross-border e-commerce enterprises to expand overseas [2] Regional Financial Cooperation Beneficiaries - Financial institutions, logistics companies, and foreign trade enterprises in the regions involved in the Western Land-Sea New Corridor will directly benefit from enhanced financial support and deepened cross-border cooperation, with listed companies in these areas likely to gain more policy dividends and market opportunities [3] Relevant Listed Companies - **Sifang Jingchuang (300468)**: Focuses on providing financial IT solutions for financial institutions, with deep expertise in blockchain technology and digital currency, participating in the development and testing of multilateral central bank digital currency bridge projects [4] - **Zhongyi Technology (301208)**: Provides IT infrastructure construction and operation services, expected to benefit from the demand driven by the promotion of digital RMB and the development of financial technology [4] - **Lakara (300773)**: A well-known domestic third-party payment company actively expanding digital RMB acceptance scenarios and participating in multiple pilot projects, likely to benefit from the expansion of the payment ecosystem brought by digital RMB [4] - **Jingbeifang (002987)**: A leading domestic financial technology company providing IT technical services to banks, with bank system upgrades being a key business direction [4] - **Nantian Information (000948)**: A leading provider of financial information solutions, offering professional IT services to banks, with the promotion of digital RMB driving the demand for upgrades in core and peripheral banking systems [4] - **Changliang Technology (300348)**: A core banking system supplier deeply involved in digital RMB projects, providing a range of solutions from core business systems to digital wallets [5] - **Tianyang Technology (300872)**: Provides IT solutions and services to financial institutions, focusing on business areas such as bank credit and transaction banking, with new business opportunities arising from the application of digital RMB in trade settlement and supply chain finance [5] - **Cuiwei Co., Ltd. (603123)**: Its subsidiary has signed cooperation agreements with designated operating banks for digital currency, actively promoting system construction for digital RMB acceptance [5] - **Chutianlong (003040)**: Has a broad layout in the digital currency field, establishing technical and business cooperation with the People's Bank of China and various commercial banks to promote the construction of the digital RMB ecosystem [5]
金融科技ETF指数(563670)涨超1.1%,八部门发文推进数字人民币跨境支付试点
Sou Hu Cai Jing· 2025-12-25 02:08
Group 1 - The core viewpoint of the news is the strong performance of the financial technology sector, highlighted by the rise of the China Securities Financial Technology Theme Index and its constituent stocks, driven by supportive government policies for digital currency and cross-border payment initiatives [1][2] Group 2 - As of December 25, 2025, the China Securities Financial Technology Theme Index (930986) increased by 1.04%, with notable gains from stocks such as Lakala (300773) up 5.43%, Sifang Jingchuang (300468) up 5.25%, and Nantian Information (000948) up 3.97% [1] - The People's Bank of China and eight other departments released an opinion on December 24, supporting the construction of the Western Land-Sea New Corridor and promoting the use of central bank digital currencies in cross-border payments with countries like Thailand, Hong Kong, UAE, and Saudi Arabia [1] - The digital renminbi is expected to accelerate penetration across the industrial chain, with significant growth potential in the banking IT and financial technology sectors, as well as in downstream payment ecosystems [2] - The top ten weighted stocks in the China Securities Financial Technology Theme Index account for 53.31% of the index, with companies like Tonghuashun (300033) and Dongfang Caifu (300059) among the leaders [2]
南天信息涨3.91%,成交额4835.16万元,主力资金净流入441.11万元
Xin Lang Cai Jing· 2025-12-25 01:57
Core Viewpoint - Nantian Information has shown a mixed performance in stock price and financial results, with a notable increase in revenue but a significant decline in net profit [1][2]. Group 1: Stock Performance - On December 25, Nantian Information's stock rose by 3.91%, reaching 17.52 CNY per share, with a total market capitalization of 6.831 billion CNY [1]. - Year-to-date, the stock price has increased by 5.29%, with a 2.82% rise over the last five trading days and a 0.52% increase over the last 20 days, while it has decreased by 5.14% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Nantian Information reported a revenue of 7.091 billion CNY, reflecting a year-on-year growth of 21.90% [2]. - The company experienced a net loss attributable to shareholders of 10.8998 million CNY, which represents a year-on-year decrease of 119.49% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Nantian Information was 59,900, a decrease of 20.65% from the previous period [2]. - The average number of circulating shares per shareholder increased by 26.02% to 6,494 shares [2]. - The company has distributed a total of 469 million CNY in dividends since its A-share listing, with 102 million CNY distributed in the last three years [3].
云南南天电子信息产业股份有限公司 关于诉讼进展的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-12-19 10:14
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示: 1、案件所处的诉讼阶段:一审判决后提出上诉。 2、上市公司所处的当事人地位:上诉人和被上诉人。 3、涉案金额:170,500,088元。 4、对上市公司损益产生的影响: 目前二审受理及具体开庭时间尚未明确,诉讼结果尚存在不确定性,尚无法准确判断本次诉讼案件的进 展情况对公司的影响。公司将根据诉讼的进展情况及时履行相应的信息披露义务,敬请广大投资者注意 投资风险。 一、本次诉讼事项基本情况 云南南天电子信息产业股份有限公司(以下简称"南天信息"或"公司")作为原告,向云南省昆明市中级 人民法院(以下简称"市中院")起诉被告北京城建智控科技股份有限公司(以下简称"城建智控")买卖 合同纠纷,公司于2025年11月27日收到《云南省昆明市中级人民法院民事判决书》【(2025)云01民初 343号】,判决城建智控支付公司货款170,500,088元,并按照同期全国银行间同业拆借中心公布的一年 期贷款市场报价利率上浮50%为标准计算的自2024年12月23日 ...
南天信息(000948) - 关于诉讼进展的公告
2025-12-18 10:00
证券代码:000948 证券简称:南天信息 公告编号:2025-055 云南南天电子信息产业股份有限公司 关于诉讼进展的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 重要内容提示: 1、案件所处的诉讼阶段:一审判决后提出上诉。 2、上市公司所处的当事人地位:上诉人和被上诉人。 3、涉案金额:170,500,088 元。 4、对上市公司损益产生的影响: 目前二审受理及具体开庭时间尚未明确,诉讼结果尚存在不确定 性,尚无法准确判断本次诉讼案件的进展情况对公司的影响。公司将 根据诉讼的进展情况及时履行相应的信息披露义务,敬请广大投资者 注意投资风险。 一、本次诉讼事项基本情况 云南南天电子信息产业股份有限公司(以下简称"南天信息"或 "公司")作为原告,向云南省昆明市中级人民法院(以下简称"市 中院")起诉被告北京城建智控科技股份有限公司(以下简称"城建 智控")买卖合同纠纷,公司于 2025 年 11 月 27 日收到《云南省昆 明市中级人民法院民事判决书》【(2025)云 01 民初 343 号】,判 决城建智控支付公司货款 170,500,088 元, ...
南天信息:关于诉讼进展的公告
Xin Lang Cai Jing· 2025-12-18 09:57
南天信息:公司作为原告与被告城建智控买卖合同纠纷一案,不服昆明市中级人民法院作出的(2025) 云01民初343号《民事判决书》,依法向云南省高级人民法院提起上诉。 ...
南天信息(000948) - 关于诉讼进展暨收到判决书的公告
2025-11-28 09:30
证券代码:000948 证券简称:南天信息 公告编号:2025-054 云南南天电子信息产业股份有限公司 关于诉讼进展暨收到判决书的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 重要内容提示: 1、案件所处的诉讼阶段:一审判决。 本次诉讼判决为一审判决,尚未生效,目前对方当事人是否会就 本案提起上诉尚不确定。鉴于上述诉讼案件尚未执行,尚无法准确判 断本次诉讼案件的进展情况对公司的影响。公司将根据诉讼的进展情 况及时履行相应的信息披露义务,敬请广大投资者注意投资风险。 云南南天电子信息产业股份有限公司(以下简称"南天信息"或 "公司")于 2025 年 11 月 27 日收到《云南省昆明市中级人民法院 民事判决书》【(2025)云 01 民初 343 号】,南天信息起诉北京城 建智控科技股份有限公司(以下简称"城建智控")相关情况详见公 司于 2025 年 8 月 27 日在巨潮资讯网(www.cninfo.com.cn)等指定信 息披露媒体发布的《关于累计诉讼、仲裁情况的公告》(公告编号: 2025-043)。 2、上市公司所处的当事人地位:原告。 3 ...
云南南天电子信息产业股份有限公司第九届董事会第二十四次会议决议公告
Shang Hai Zheng Quan Bao· 2025-11-27 19:18
Core Viewpoint - The company, Yunnan Nantian Electronic Information Industry Co., Ltd., has approved a guarantee for its wholly-owned subsidiary, Guangzhou Nantian Computer System Co., Ltd., to support its business development and growth [9][16]. Meeting Details - The board meeting was held on November 27, 2025, via communication, with all nine directors present [8]. - The resolution to provide the guarantee was passed unanimously with nine votes in favor and no opposition [2][3]. Guarantee Details - The guarantee is for a maximum amount of RMB 265 million, effective from November 28, 2025, to March 31, 2026 [14][12]. - The guarantee covers all debts arising from business transactions between Huawei Technologies Co., Ltd. and Guangzhou Nantian [11][12]. Financial Overview of Subsidiary - Guangzhou Nantian has a registered capital of RMB 100.23 million and has been operational since January 20, 1992 [9]. - The subsidiary's credit status is good, and it is not a subject of enforcement actions [10]. Board's Opinion - The board believes that providing the guarantee is in the company's overall interest and will not adversely affect the company or its shareholders, particularly minority shareholders [16]. Cumulative Guarantee Information - After this guarantee, the total amount of guarantees provided by the company to its subsidiaries will be RMB 265 million, which represents 9.81% of the company's latest audited net assets [17]. - The company has no overdue guarantees or guarantees related to litigation [17].
南天信息:11月27日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-27 08:19
Group 1 - The core point of the article is that Nantian Information (SZ 000948) held its 24th meeting of the 9th Board of Directors on November 27, 2025, via telecommunication, where it reviewed a proposal to provide guarantees for its wholly-owned subsidiary, Guangzhou Nantian Computer System Co., Ltd. [1] - For the first half of 2025, the revenue composition of Nantian Information was entirely from the software and information technology services sector, accounting for 100.0% [1]. - As of the report date, Nantian Information's market capitalization was 6.8 billion yuan [1].
南天信息(000948) - 关于为全资子公司提供担保的公告
2025-11-27 08:15
证券代码:000948 证券简称:南天信息 公告编号:2025-053 云南南天电子信息产业股份有限公司 关于为全资子公司提供担保的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整, 没有虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 云南南天电子信息产业股份有限公司(以下简称"公司")全资 子公司广州南天电脑系统有限公司(以下简称"广州南天",公司通 过直接和间接方式持有其 100%股权),为支持广州南天经营发展,实 现业务规模增长,公司为广州南天提供担保。 公司第九届董事会第二十四次会议审议通过了《关于为全资子公 司广州南天电脑系统有限公司提供担保的议案》。根据《深圳证券交 易所股票上市规则》《公司章程》等相关规定,公司本次对全资子公 司的担保事项经董事会审议批准后,无需提交公司股东会审议。 二、被担保人基本情况 (一)被担保人简介 4、法定代表人:熊辉 5、注册资本:10023 万元 | 利润总额 | 1,134.15 | -157.55 | | --- | --- | --- | | 净利润 | 1,122.29 | -150.82 | 注:上表所列 2024 年 12 月 31 日 ...