Group 1 - The company, Dongxin Peace, is engaged in multiple concepts including stablecoins, blockchain, and smart cards, and has signed a strategic cooperation agreement with Shanghai Shutu Blockchain Research Institute to promote Web3.0-based stablecoin cross-border payment cooperation and offshore RMB issuance applications in countries participating in the Belt and Road Initiative [2] - The company's main business focuses on smart cards and digital identity security, and it is a state-owned enterprise ultimately controlled by China Electronics Technology Group Corporation [2] - The Hong Kong Stablecoin Regulation came into effect in August, with the Monetary Authority opening up license applications, and banks like Bank of China Hong Kong and Standard Chartered expected to be among the first to receive licenses [2] Group 2 - A total of 44 securities firms have upgraded their virtual asset trading licenses to engage in stablecoin trading and asset tokenization, with the first batch of licenses expected to be limited to 2-3, and the application window closing on September 30 [2] - It is noted that the upcoming Apple iPhone 17 series will fully transition to eSIM technology, eliminating the physical SIM card slot, which is expected to benefit companies such as Dongxin Peace, Cheng Tian Wei Ye, Heng Bao Shares, and Xin Heng Hui [2]

数字货币板块震荡走强，东信和平此前涨停，楚天龙冲击涨停，恒宝股份、浙商银行、新晨科技、科创 信息跟涨。 ...

Core Viewpoint - The company is actively monitoring advancements in cutting-edge technology and is committed to preparing new products and technologies in response to recent security concerns related to Nvidia's H20 vulnerability [1] Group 1 - The company received inquiries from investors regarding its technological advantages in chip security and cybersecurity, particularly in the context of domestic alternatives [1] - The company expressed gratitude for investor interest and emphasized its ongoing efforts to stay updated on technological developments [1]

Core Viewpoint - The company is actively developing the "FlightGuard" project, which addresses safety control challenges in drone logistics and cross-border collaboration, with plans for international standardization and regional application [2]. Group 1: Project Development - The "FlightGuard" project is a systematic solution aimed at safety control issues related to drone logistics and cross-border cooperation [2]. - The company intends to deepen collaboration with global partners to explore the internationalization of low-altitude safety standards [2]. Group 2: Future Expectations - The company plans to apply "FlightGuard" technology in more regions to promote the development of the low-altitude economy [2]. - The initiative aims to contribute to the establishment of a low-altitude safety system [2].

Group 1 - The company is focusing on enhancing its "digital identity+" application capabilities across various domains, including low-altitude economy, marine economy, and satellite networks [1] - The company aims to integrate digital identity security products into low-altitude flight, marine unmanned equipment, and satellite communication, addressing national strategic emerging industry needs [1] - The company is committed to achieving a dual breakthrough in safety and efficiency during digital transformation by developing comprehensive solutions that are adaptable and secure [1]

Group 1 - The core point of the news is that Dongxin Peace Technology Co., Ltd. experienced a significant stock price increase, reaching a 10.0% limit up on August 5, with a trading volume of 2.947 billion yuan and a market capitalization of 15.765 billion yuan [1] - The company is based in Zhuhai, Guangdong Province, and specializes in smart card products and services for mobile communication, financial services, and government public utilities, as well as digital identity security solutions and IoT solutions across various sectors [1] - Dongxin Peace has provided products and services to customers in over 80 countries and regions globally, with overseas subsidiaries established in Singapore, Russia, India, and Bangladesh [1] Group 2 - As of March 31, the number of shareholders for Dongxin Peace was 41,200, with an average of 14,100 circulating shares per person [2] - For the first quarter of 2025, the company reported operating revenue of 321 million yuan, a year-on-year decrease of 10.82%, while the net profit attributable to shareholders increased by 7.40% to 46.9382 million yuan [2]

Group 1 - Financial technology sector shows signs of stabilization with mixed performance among constituent stocks, including a surge in Dongxin Peace hitting the daily limit and several others like Hengyin Technology and New Morning Technology rising over 1% [1] - The leading financial technology ETF (159851) is experiencing fluctuations with a real-time transaction amount exceeding 1.7 billion yuan and a net subscription of 16 million units [1] Group 2 - The market is optimistic about the financial technology direction, particularly stablecoins and RWA, as they are seen as clear development paths for the sector [3] - Major securities firms are significantly increasing their information technology investments, with the top ten firms collectively investing 15.579 billion yuan, a slight increase of 1.4% year-on-year [3] - Continuous investment in information technology by securities firms is improving customer experience and operational efficiency, with AI technology expected to drive a new wave of technological investment in the industry [3] Group 3 - The financial technology ETF (159851) and its linked funds are recommended for investment, covering a wide range of themes including internet brokerages and AI applications, with the ETF's latest scale exceeding 8.2 billion yuan and an average daily transaction amount of over 600 million yuan this year [4]

Core Insights - The recent turmoil in the stablecoin market is primarily driven by regulatory changes, particularly the Hong Kong Stablecoin Regulation effective from August 1, 2025, which limits retail trading to licensed institutions, resulting in a significant market crash [1][3] - The U.S. GENIUS Act mandates that for every dollar of stablecoin issued, $1 must be backed by short-term U.S. Treasury bonds, forcing major issuers like Tether to acquire substantial amounts of U.S. debt [3] - The capital-driven nature of the market has led to significant stock price volatility, with companies like Lakala and Circle experiencing drastic fluctuations in their stock values due to regulatory news and insider trading activities [4][5] Regulatory Impact - The Hong Kong regulation has drastically reduced the number of licensed stablecoin issuers from 46 to just 5, leading to a collapse in the digital currency sector, with stocks like Yao Cai Securities plummeting by 20% [1] - The U.S. GENIUS Act has compelled Tether to purchase $90.8 billion in U.S. Treasury bonds, making it the 19th largest creditor to the U.S. government [3] - The EU's MiCA regulation has also forced non-compliant stablecoins out of the market, further tightening the regulatory landscape [3] Market Dynamics - The average daily transaction volume of global stablecoins is $27.6 trillion, with a total market capitalization of $2.4 trillion, but Tether's reserves are heavily reliant on U.S. debt, which poses a risk in case of a market downturn [5] - The volatility in stock prices has been exacerbated by insider trading, with companies like Lenovo and Jinke Technology profiting from timely stock sales amidst regulatory announcements [4] - The market is characterized by a "death spiral" risk, where rising U.S. Treasury yields could trigger a sell-off of stablecoins, leading to a liquidity crisis [5] Investor Sentiment - Investor confidence has been severely shaken, as evidenced by the drastic price drops in stocks related to digital currencies, with some companies experiencing losses of up to 69% in profits [7] - The perception of digital currencies as a future asset class is being challenged by the current market realities, leading to widespread disillusionment among retail investors [7] - The situation has created a stark contrast between the potential of digital currencies and the immediate risks posed by regulatory changes and market manipulation [7]

Market Overview - The Shanghai Composite Index fell by 0.94% this week, with six industries experiencing gains, led by the pharmaceutical and communication sectors, which rose by 2.95% and 2.54% respectively [1] - The coal and non-ferrous metals industries saw the largest declines, with drops of 4.67% and 4.62% [1] Fund Flow Analysis - A total of 211.86 billion yuan was net withdrawn from the two markets this week, with only the banking sector seeing a net inflow of 4.33 billion yuan [1] - The non-ferrous metals industry had the highest net outflow, totaling 25.99 billion yuan, followed by the computer industry with a net outflow of 20.45 billion yuan [1][2] Industry Performance - In the communication sector, 125 stocks were tracked, with 62 stocks rising and 61 stocks falling. Notable gainers included Changfei Fiber (up 25.85%), Tianfu Communication (up 25.17%), and Dekeli (up 19.46%) [3] - The communication sector experienced a net outflow of 5.02 billion yuan, with 32 stocks seeing net inflows, led by Tianfu Communication with 611 million yuan [3][4] Individual Stock Highlights - The top inflow stocks in the communication sector included Tianfu Communication, Cambridge Technology, and China Telecom, with net inflows of 611 million yuan, 577 million yuan, and 504 million yuan respectively [3] - The top outflow stocks included Shijia Photon, Dongxin Peace, and Hengbao Shares, with net outflows of 1.06 billion yuan, 444 million yuan, and 418 million yuan respectively [4]

来源：金融界 东信和平最新一期业绩显示，截至2025一季报，公司营业总收入3.21亿元、同比减少10.82%，归属净利 润4693.82万元，同比增长7.40%，扣非净利润4063.44万元，同比减少4.00%，流动比率2.419、速动比率 1.872、资产负债率38.58%。 天眼查商业履历信息显示，东信和平科技股份有限公司，成立于1998年，位于珠海市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本58043.1909万人民币，实缴资本58043.19 万人民币。公司法定代表人为楼水勇。 通过天眼查大数据分析，东信和平科技股份有限公司共对外投资了5家企业，参与招投标项目2513次， 知识产权方面有商标信息26条，专利信息676条，此外企业还拥有行政许可56个。 金融界消息 截至2025年7月31日收盘，东信和平（002017）报收于24.85元，上涨1.89%，换手率 23.11%，成交量134.07万手，成交金额33.25亿元。 资金流向方面，今日主力资金净流入4264.47万元，占比成交额1.28%。其中，超大单净流入1.41亿元、 占成交额4.24%，大单净流出9836.43 ...