南方中证500ETF基金经理为罗文杰。 来源：金融界 4月15日，新大陆连续3个交易日下跌，区间累计跌幅-6.71%。新大陆数字技术股份有限公司1994年成立于福建省福州市,是新大陆科技集团下属企业,长期从 事科技创新和创新成果市场转化,2000年于深交所主板上市。 简历显示，罗文杰女士:美国南加州大学数学金融硕士、美国加州大学计算机科学硕士,具有中国基金从业资格。曾任职于摩根士丹利投资银行,从事量化分析 工作。2008年9月加入南方基金,曾任南方基金数量化投资部基金经理助理;现任指数投资部总经理。2011年2月28日至2013年4月21日任深证成份交易型开放式 指数证券投资基金基金经理助理。2013年5月17日至2015年6月16日,任南方策略基金经理;2017年11月9日至2019年1月18日,任南方策略、南方量化混合基金经 理;2016年12月30日至2019年4月18日,任南方安享绝对收益、南方卓享绝对收益基金经理;2018年2月8日至2020年3月27日,任H股ETF基金经理;2018年2月12日 至2020年3月27日,任南方H股联接基金经理;2014年10月30日至2020年12月23日,任50 ...

这一波的新大陆现在这个位置我们还是非常看好的对于这两个公司当然可能两个公司不同公司有不同的研究的一些变化和催化首先对于新大陆来讲我们一直在强调公司经营的机会很大大家也能看到前两天公司也发了回顾进展的公告其实是对本身公司主观方面的实质素质非常强的 去年三个月分红今年七个亿的回购而且回购的价格上线都不管不顾的啊就直接往上提那另外呢传统主业呢其实也在边界上往上走啊就每月的流水就在慢慢的往上爬包括最近的一些消费的政策出来那其实公司今年的这个一级报也很好我们预计有百分之二十以上增长啊三个亿左右的绝对性的利润那全年也是十三亿到十四亿呢其实现在也就二十二十倍左右 未来还有很多潜在的催化包括比如说这个世界在动荡新的支付体系包括公司的一些往前往后等等其实是我觉得是非常具有性价比的这个时候第一个关于这个新大陆那对于新国度来说呢它一级报其实我们很客观只是它一级报我们觉得可能稍微要弱一些但是没关系因为一级报再弱当它整个这个市值下来便宜到 大家好欢迎参加国泰海通计算机新大陆新国度的持续推荐及业务更新电话会议目前所有参货者均处于静音状态下面开始播报名字声明声明完毕后主持人可以直接开始发言谢谢本次电话会议 会议仅服务于国泰海通证券正式签约 ...

Investment Rating - The report maintains a positive outlook on the cross-border payment industry, highlighting significant growth potential driven by policy support and technological innovation [4][7]. Core Insights - The internationalization of the Renminbi (RMB) is a key strategic move in the US-China rivalry, with a positive feedback loop beginning to form. The report notes that since 2024, there has been a surge in policies aimed at promoting cross-border e-commerce and payment systems, with 11 relevant policy documents issued compared to only two per year from 2021 to 2023 [5][20]. - The report emphasizes the importance of innovative payment systems such as CIPS, mBridge, and Brics Pay in facilitating RMB internationalization and improving payment efficiency compared to traditional systems like SWIFT [5][28]. - The cross-border payment industry is expected to see substantial growth as domestic payment institutions actively seek international expansion, with significant opportunities in both B2B and B2C segments [8][61]. Summary by Sections 1. Promoting RMB Internationalization - The report discusses the critical role of cross-border payments in RMB internationalization, highlighting the recent policy initiatives aimed at encouraging the development of cross-border e-commerce and payment systems [16][17]. - It outlines the strategic importance of RMB internationalization in mitigating the impacts of US dollar hegemony and enhancing China's global economic standing [21][22]. 2. Political and Technological Innovations Driving Payment System Reforms - The report compares existing systems like SWIFT with emerging Chinese systems (CIPS, mBridge, Brics Pay), noting the latter's advantages in transaction speed and cost [29][34]. - It details the operational frameworks of these new systems, emphasizing their potential to enhance the efficiency of cross-border payments [28][32]. 3. Industry Chain Expansion: Trends and Opportunities - The report identifies key players in the payment industry, including clearing institutions, banks, and third-party payment providers, and discusses their internationalization efforts [61][62]. - It highlights the competitive landscape, noting that while UnionPay has a strong global presence, there remains significant room for growth in overseas penetration [67]. 4. Listed Companies Related to the Payment Industry - The report provides insights into specific companies involved in the payment industry, such as Newland, which has obtained a rare European acquiring license, and Sifang Jingchuang, which is uniquely involved in the mBridge project [6][8]. - It also mentions companies like Lianlian and Feitian Chengxin, which are engaged in cross-border payment services and digital RMB initiatives [6][8].

Summary of Conference Call Notes Companies Involved - New大陆 (Newland) - 新国都 (Newland Payment) Key Points and Arguments Financial Performance - Newland is expected to benefit from consumer policies and industry optimization, with a projected profit growth of over 20% in Q1, leading to an annual net profit of 1.3 to 1.4 billion yuan, with a current valuation of approximately 20 times earnings [2][3] - Newland Payment's Q1 performance may be slightly weaker, but an annual profit of at least 700 million yuan is anticipated, with a current valuation of only 17 times earnings, indicating high cost-effectiveness [2][3] - Newland's Q1 profit is projected to reach around 300 million yuan, while Newland Payment's actual profit last year was close to 700 million yuan, with expectations for a better performance in the second half of the year [3][5] Industry Dynamics - The payment industry is experiencing optimization, benefiting leading companies like Newland and Newland Payment, which are seeing improved bargaining power and significantly higher net fee rates [2][6] - The gross profit margins of leading acquiring institutions have increased, indicating a notable improvement in industry profitability quality [7] Payment Volume Projections - Newland's payment volume for 2024 is expected to be between 2.2 to 2.3 trillion yuan, while Newland Payment's is projected at 1.47 trillion yuan, with expectations for better performance in the second half of the year [2][8] International Expansion - Both companies are actively expanding into overseas payment device markets, focusing on high-end markets in Latin America, the Middle East, and Europe, with Newland's Latin American market growing at approximately 15% [2][10] - Newland Payment's overseas device revenue grew by 64% year-on-year, indicating strong international demand [10] Cross-Border Payment Growth - Cross-border payments and local acquiring services are becoming significant growth areas, with higher fee rates overseas compared to domestic markets, enhancing profitability [12][13] - Newland has established localized teams overseas and plans to significantly increase transaction volumes, while Newland Payment aims to expand its transaction scale tenfold this year [14] AI Applications - Both companies are leveraging AI for internal and merchant empowerment, with Newland focusing on customized marketing solutions and Newland Payment investing in an overseas AIGC subsidiary [15] Regulatory Impact - The 网中网号 policy is expected to create a substantial market for Newland, particularly in the QR code verification space, with potential revenue increases of 20-30% market share translating to 20-30 billion yuan in revenue growth [16] Valuation Insights - Newland's 2025 net profit is projected between 1.3 to 1.4 billion yuan, with a market cap of approximately 30 billion yuan, resulting in a valuation of 21 to 23 times earnings, while Newland Payment's valuation remains at 17 times earnings [5][16] Other Important Insights - The payment industry is seeing a consolidation of resources towards leading companies, enhancing their ability to expand merchant resources and pricing power [6] - The overall improvement in industry profitability quality is evidenced by rising net fee rates and gross profit margins across leading firms [7]

Group 1 - The technology sector experienced a collective surge on April 9, with financial technology stocks showing significant gains, including Zhongyi Technology hitting a 20% limit up, and Anshuo Information rising over 10% [1] - The Huaxia Financial Technology ETF (516100) increased by 4.89%, while the brokerage ETF (515010) rose by 2.12%, with major holdings like Wu Securities gaining over 6% [1] - PwC China and Weijing Technology signed a strategic cooperation agreement to provide end-to-end digital transformation and risk management solutions for financial institutions, enhancing the core technology autonomy and high-quality development of China's financial industry [1] Group 2 - The Huaxia Financial Technology ETF (516100) closely tracks the CSI Financial Technology Theme Index, focusing on high-quality companies that integrate finance and technology, covering sectors such as internet brokerage, financial IT, mobile payments, and AI [2] - The top ten constituent stocks of the ETF include industry leaders like Tonghuashun, Dongfang Caifu, and Hengsheng Electronics, with a combined weight of 53.94%, indicating significant representation in the financial technology sector [2] - The brokerage ETF (515010) is currently the lowest fee investment option in its category, making it an attractive choice for investors looking to gain exposure to the brokerage sector [2]

证券代码：000997 证券简称：新大陆 公告编号：2025-015 新大陆数字技术股份有限公司 关于回购公司股份的进展公告 根据《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》相关规定， 现将公司截至目前的回购股份进展情况公告如下： 本公司及董事会全体成员保证公告内容的真实、准确和完整，并对公告中的虚假记载、 误导性陈述或重大遗漏承担责任。 一、回购方案的主要内容 新大陆数字技术股份有限公司（以下简称"公司"）分别于 2024 年 10 月 25 日、2024 年 12 月 3 日召开了第九届董事会第三次会议、2024 年第一次临时股东 大会，审议通过了《关于以集中竞价交易方式回购公司股份方案的议案》。公司 使用自有或自筹资金以集中竞价交易方式回购公司已在境内发行上市人民币普 通股（A 股）股票，回购资金总额不低于人民币 3.50 亿元（含），不超过人民币 7.00 亿元（含），回购股份价格不超过人民币 37.00 元/股（含），具体回购资金 总额以回购期满时实际回购股份使用的资金总额为准。本次回购股份的实施期限 为自股东大会审议通过回购股份方案之日起 12 个月内。（内容详见公司 2024 年 ...

二、股份回购进展情况 根据《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》相关规定， 现将公司截至上月末的回购股份进展情况公告如下： 截至 2025 年 3 月 31 日，公司通过股份回购专用证券账户以集中竞价交易方 式，累计回购公司股份数量为 2,826,508 股，占公司当前总股本的 0.27%，最高 成交价格为 22.70 元/股，最低成交价格为 20.59 元/股，支付总金额为人民币 5,993.80 万元（不含交易费用）。本次回购符合相关法律、行政法规的要求，符 合公司既定的回购方案。 三、其他事项说明 公司回购股份的时间、回购股份价格和集中竞价交易的委托时段符合《深圳 证券交易所上市公司自律监管指引第 9 号— —回购股份》相关规定。 证券代码：000997 证券简称：新大陆 公告编号：2025-013 新大陆数字技术股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，并对公告中的虚假记载、 误导性陈述或重大遗漏承担责任。 一、回购方案的主要内容 新大陆数字技术股份有限公司（以下简称"公司"）分别于 2024 年 10 月 25 日、2024 ...

证券代码：000997 证券简称：新大陆 公告编号：2025-014 新大陆数字技术股份有限公司 关于控股股东股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | 情况 | | 情况 | | | | | | 本次解除 | 本次解除 | 占其所 | 占公司 | 已质押 | | 未质押 | | | 股东 | 持股数量 | 持股比 | 质押前质 | 质押后质 | | | | 占已 | | 占未 | | | | | | | 持股份 | 总股本 | 股份限 | | 股份限 | | | 名称 | （股） | 例 | 押股份数 | 押股份数 | | | | 质押 | | 质押 | | | | | | | 比例 | 比例 | 售和冻 | | 售和冻 | | | | | | 量（股） | 量（股） | | | | 股份 | | ...

天眼查资料显示，新大陆数字技术股份有限公司，成立于1999年，位于福州市，是一家以从事软件和信 息技术服务业为主的企业。企业注册资本103206.2937万人民币，实缴资本103206.2937万人民币。通过 天眼查大数据分析，新大陆数字技术股份有限公司共对外投资了32家企业，参与招投标项目1923次，财 产线索方面有商标信息3条，专利信息510条，此外企业还拥有行政许可45个。 来源：金融界 金融界2025年3月29日消息，国家知识产权局信息显示，新大陆数字技术股份有限公司 申请一项名 为"一种基于开放词汇目标检测技术的半监督目标检测方法"的专利，公开号 CN 119693695 A，申请日 期为 2024年12月 。 专利摘要显示，本发明公开一种基于开放词汇目标检测技术的半监督目标检测方法，具体包括如下步 骤：预设相关提示词，将相关提示词与经过前处理的图片数据输入到预训练后的OVD网络中进行检测 获得预标注检测框；根据需要检测的类别构建典型样本库，采用大型无监督自编码模型对样本库中的图 片进行特征提取，根据样本库构建对应的特征库；将预标注检测框使用大型无监督自编码模型进行编 码，并与特征库中对应类别特征进 ...

新大陆数字技术股份有限公司 第九届董事会第六次会议决议公告 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。 2025年3月14日，新大陆数字技术股份有限公司（以下简称"公司"）董事会以书面形式向各位董事发出 召开公司第九届董事会第六次会议的通知，并于2025年3月27日在公司会议室以现场和通讯相结合的方 式召开了此次会议。会议应到董事5人（其中独立董事2名），实到5人。会议由董事长王晶女士主持， 公司监事及高级管理人员列席了此次会议。会议的召集和召开程序符合《公司法》和《公司章程》的有 关规定。 本次会议经过认真审议并通过如下决议： 一、审议通过《关于调整回购股份价格上限的议案》，表决结果为：同意5票，反对0票，弃权0票。 具体内容详见同日披露于《中国证券报》、《证券时报》、《上海证券报》和巨潮资讯网的《关于调整 回购股份价格上限的公告》（公告编号：2025-012）。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000997 证券简称：新大陆 公告编号：2025-011 特此公告。 新大陆数字技术股份有限公司 董 事 会 2025年3月28日 ...