稳定币概念反复活跃 协鑫能科涨停 智通财经6月30日电，早盘稳定币概念再度活跃，协鑫能科涨停，宇信科技、霍普股份涨超10%，金一 文化、神州信息、东信和平、拉卡拉等跟涨。消息面上，记者从香港证监会了解到，目前已向11家虚拟 资产交易平台发放牌照，包括HashKey、OSL等交易所；同时，还陆续收到机构申请成为虚拟资产交易 服务提供者及提供托管服务。 ...

Group 1 - GCL-Poly Energy Technology Co., Ltd. (GCL-Poly) signed a strategic cooperation agreement with Saudi Electric Investment (Shanghai) Co., Ltd. to deepen collaboration in the new power system sector [1] - The agreement aims to leverage the strengths of both parties in project investment, development, and operation across various fields including wind power, photovoltaics, energy storage, and pumped storage [1][2] - GCL-Poly has a total installed capacity of 5,871.01 MW as of December 31, 2024, showcasing its extensive experience in clean energy investment and operation [2] Group 2 - ACWA Power, the parent company of Saudi Electric Investment, has ambitious plans to establish a Chinese investment company and aims for an asset management scale of $50 billion and a power generation capacity of 22 GW by 2030 [2] - The partnership with GCL-Poly is a crucial step for ACWA Power in executing its strategic plan in the Chinese market [2][3] - GCL-Poly's recent collaborations, including a partnership with Ant Group to create a new company focused on AI-driven renewable energy ecosystems, highlight its proactive approach in expanding its cooperation landscape [3]

金十数据6月27日讯，协鑫能科6月27日晚间公告，公司控股股东上海其辰拟通过协议转让方式向浙江金 证资产管理有限公司转让其持有的公司9613万股股份，占公司总股本的5.92%。标的股份的转让价格为 每股10.17元，转让价格总额为9.78亿元。本次协议转让股份事项不触及要约收购，不构成关联交易，不 会导致公司控股股东、实际控制人发生变更。 协鑫能科：控股股东拟协议转让5.92%公司股份 ...

协鑫能源科技股份有限公司 简式权益变动报告书 上市公司名称：协鑫能源科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：协鑫能科 股票代码：002015 信息披露义务人：浙江金证资产管理有限公司（代表"金证得胜 1 号私 募证券投资基金"） 住所、通讯地址：浙江省台州市椒江区葭沚街道玉兰广场商务大厦 1403 室 权益变动性质：股份增加（协议转让） 签署日期：2025 年 6 月 26 日 信息披露义务人声明 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券的公司信息披露内容与格式准则第15号——权益变动报告书》的规定，本报 告书已全面披露信息披露义务人在协鑫能源科技股份有限公司中拥有权益的股 份变动情况。 四、截至本报告书签署日，除本报告书披露的信息外，信息披露义务人没有 通过任何其他方式增加或减少其在协鑫能源科技股份有限公司中拥有权益的股 份。 五、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人没 有委托或者授权任何其他人提供未在本报告书中列载的信息和对本报告书做出 任何解释或者说明。 六、信息披露义务人承诺本报告书不存在虚假记载、误导性陈述或重大遗漏， 并对其 ...

股票代码：002015 信息披露义务人（一）：上海其辰企业管理有限公司 住所：上海市崇明区长兴镇江南大道 1333 弄 1 号楼（上海长兴海洋装 备产业基地） 协鑫能源科技股份有限公司 简式权益变动报告书 上市公司名称：协鑫能源科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：协鑫能科 通讯地址：苏州市工业园区新庆路 28 号 信息披露义务人（二）：协鑫创展控股有限公司 住所：天津自贸试验区（空港经济区）中心大道华盈大厦 318 房间（纳 百川（天津）商务秘书有限公司托管第 376 号） 通讯地址：苏州市工业园区新庆路 28 号 权益变动性质：股份减少（协议转让） 签署日期：2025 年 6 月 26 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则 第15号——权益变动报告书》等相关法律、法规和规范性文件编写本权益变动报 告书。 二、本报告书的信息披露义务人指上海其辰企业管理有限公司、协鑫创展控 股有限公司。上述各方已约定由上海其辰企业管理有限公司作为指定代表以共同 名义负责统一编制和报 ...

证券代码：002015 证券简称：协鑫能科 公告编号：2025-056 协鑫能源科技股份有限公司 关于控股股东协议转让部分股份暨权益变动的提示性公告 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。 重要内容提示： 1、协鑫能源科技股份有限公司（以下简称"公司"、"上市公司"、"协鑫 能科")控股股东上海其辰企业管理有限公司（以下简称"上海其辰"、"转让 方"）拟通过协议转让方式向浙江金证资产管理有限公司（代表"金证得胜 1 号 私募证券投资基金"）（以下简称"金证得胜 1 号"、"受让方"）转让其持有 的公司 96,130,000 股股份（无限售条件流通股）（以下简称"标的股份"），占 公司总股本的 5.92%。（以下简称"本次交易"、"本次权益变动"、"本次协 议转让"） 本次权益变动后，公司控股股东上海其辰持有公司的股份由 693,413,333 股 减少至 597,283,333 股，占公司总股本的比例由 42.72%减少至 36.79%（占剔除公 司回购专用证券账户股份数量后总股本的比例由 43.85%减少至 37.77%）。上海 其辰及其一致行动人协 ...

Core Viewpoint - GCL-Poly Energy Technology Co., Ltd. (GCL-Poly) has gained significant attention in the secondary market, with its stock price reaching a two-year high following the announcement of a joint venture with Ant Group to establish a new company focused on energy AI applications and Real World Assets (RWA) [2][3]. Group 1: Company Developments - GCL-Poly and Ant Group announced the establishment of a new company named "Ant Xinneng" to target the trillion-dollar energy AI application market and explore new scenarios and solutions related to RWA [2]. - The first global photovoltaic green asset RWA transaction, exceeding 200 million RMB, was completed by GCL-Poly and Ant Group in December 2024 [2]. - The joint venture, Ant Xinneng (Hangzhou) Technology Co., Ltd., was officially established on June 16, 2025, with a registered capital of 30 million RMB [6]. Group 2: Market Context and Trends - RWA is still a "new thing" in the domestic market, primarily issued through overseas markets, with a focus on renewable energy assets that meet criteria of trustworthiness, traceability, and stable returns [3][4]. - The RWA market is projected to exceed $16 trillion globally by 2030, indicating a significant growth opportunity [7]. - The successful issuance of RWA by GCL-Poly highlights a shift towards diverse financing channels in the photovoltaic industry, moving away from traditional bank loans to innovative solutions like REITs and RWA [8]. Group 3: Technical and Regulatory Aspects - RWA is characterized by three ideal asset traits: continuous market growth, clear and transparent returns, and defined market financing needs [4]. - The RWA projects led by GCL-Poly and Ant Group involve 82 MW of distributed photovoltaic power stations in Hunan and Hubei provinces, emphasizing the credibility and traceability of the underlying assets [4][5]. - The standardization of asset verification and data integrity is crucial for the success of RWA, with ongoing efforts to establish technical standards for trustworthy blockchain asset verification [10][11].

证券代码：002015 证券简称：协鑫能科 公告编号：2025-055 关于控股股东及其一致行动人部分股份解除质押暨再质押 的公告 协鑫能源科技股份有限公司 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。 特别提示： 1、公司控股股东及其一致行动人质押股份数量（含本次）占其所持公司股 份数量比例超过 80%，请投资者注意相关风险。 2、本次股份质押融资与上市公司生产经营需求无关。 3、本次股份质押事项不会对上市公司生产经营、公司治理等产生实质性影 响，也不涉及业绩补偿义务履行。 协鑫能源科技股份有限公司（以下简称"公司"、"本公司"、"上市公司"） 近日接到公司控股股东上海其辰企业管理有限公司（以下简称"上海其辰"）及 其一致行动人协鑫创展控股有限公司（以下简称"协鑫创展"）通知，获悉上海 其辰、协鑫创展将其所持有本公司的部分股份办理了解除质押同时进行了再质押， 具体事项如下： 一、股东股份解除质押暨再质押基本情况 （一）控股股东及其一致行动人本次股份解除质押暨再质押基本情况 1、本次股份解除质押基本情况 | 股东 | 是否为控股股 东或第一大股 | 本次解 ...

Core Viewpoint - The recent surge in research on stablecoins by brokerage firms indicates a growing interest in the potential for stablecoins to achieve compliant development and expand their applications in the financial sector [1][2][3]. Group 1: Research and Analysis - At least 16 brokerage firms published 24 research reports on stablecoins in the past week, covering various industries such as macroeconomics, computer science, media, finance, and blockchain [3]. - The frequency of roadshows and conference calls focused on stablecoins has increased, with over 30 calls held in the last two weeks, discussing policy interpretations, industry chain analysis, and investment strategies [4]. - Analysts from East Wu Securities emphasize that stablecoins, as a type of cryptocurrency, are linked to specific stable assets to maintain value stability, enhancing payment efficiency and asset liquidity [5]. Group 2: Market Performance - Several A-share stablecoin concept stocks have shown significant price increases since June, with Hengbao Co., Ltd. rising approximately 66%, Chutianlong up 65%, and Sifang Jingchuang increasing about 60% as of June 20 [7]. - Institutions have been actively researching multiple stablecoin concept stocks, focusing on the development prospects of stablecoins and the relevant technologies and application scenarios of listed companies [8]. Group 3: Regulatory Developments - Recent regulatory frameworks in the U.S. and Hong Kong signify a formal acceptance of stablecoins, opening new investment opportunities [12][13]. - The Hong Kong Legislative Council passed the "Stablecoin Ordinance," establishing a licensing system for fiat-backed stablecoin issuers, which is expected to enhance financial stability and promote innovation [12]. - The U.S. Senate passed the "GENIUS Act," creating the first federal regulatory framework for dollar-pegged stablecoins, marking a significant step towards legal oversight of the crypto asset industry [13]. Group 4: Corporate Initiatives - Major internet companies like Alibaba and JD.com are entering the stablecoin space, with Ant International accelerating investments in global financial management and JD.com testing compliant stablecoins in Hong Kong [14][15]. - JD.com's stablecoin is set to be applied in cross-border trade, emphasizing compliance, security, and auditability to meet real payment needs across Asia-Pacific, the Middle East, and Africa [15]. Group 5: Industry Trends - The People's Bank of China has acknowledged the growth of stablecoins and central bank digital currencies, highlighting their potential to streamline cross-border payment processes while posing regulatory challenges [16].

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - Stablecoins are emerging as a new global digital currency solution, characterized by asset anchoring, low volatility, and high settlement efficiency, becoming essential tools for on-chain payments and cross-border settlements. The current phase is marked by accelerated policy development and the establishment of compliance frameworks, transitioning stablecoins from a gray area to institutionalized development. A diverse ecosystem of stablecoins is expected to coexist in the future [2] - Real World Assets (RWA) emphasize the digital circulation of real-world assets (such as photovoltaic and real estate rights) through on-chain verification and mapping. The initial focus is on green energy and industrial equipment assets, with preliminary mechanisms for on-chain yield mapping and cross-border issuance established. RWA is transitioning from a technical concept to a verifiable and tradable asset form, entering a phase driven by practical demand [2] Summary by Sections 01 Stablecoins: A Global Digital Currency Solution - Stablecoins are designed to maintain price stability, typically pegged to fiat currencies or commodities, and are increasingly used for transactions and value storage. They play a crucial role in the volatile cryptocurrency market, particularly in cross-border payments [10] - The development of stablecoins in Hong Kong is supported by the establishment of a digital currency infrastructure, with the Hong Kong Monetary Authority (HKMA) initiating the digital Hong Kong dollar project and conducting trials for tokenized asset settlements [16][19] - The HKMA's regulatory sandbox for stablecoin issuers is progressing, with several institutions participating in testing mechanisms for issuance and reserve management [19] 02 RWA: From Concept to Implementation - RWA is defined as non-digital assets and related rights that are tokenized for on-chain trading. As of June 2025, the total value of global on-chain RWA assets has surpassed $23.3 billion [36] - Stablecoins serve as a bridge between traditional finance and the crypto world, enhancing liquidity and efficiency in RWA transactions, and enabling innovative financial products [37][41] - The integration of stablecoins with RWA facilitates cross-border payments and reduces transaction costs, making it easier for investors to engage in fragmented asset investments [44] 03 Industry Chain and Development Status: Policy-Driven, Compliance-Enhanced - The industry is supported by a three-tier structure: upstream providing technology and compliance support, midstream focusing on asset tokenization, and downstream involving applications in payments and investments [58] - The overall industry is still in an exploratory phase, with significant room for improvement in infrastructure, legal frameworks, and application ecosystems [58] - The report highlights the competitive landscape, noting key players such as Ant Group and JD.com, which are actively developing stablecoin and RWA projects [74][81]