Group 1 - The electronic ID sector leads the market with an increase of 3.57% [1] - Among the companies, Guotai Intelligent surged by 19.98%, Digital Certification rose by 13.09%, and Hengbao Co., Ltd. increased by 10.02% [1] - Other companies such as Jingbeifang, Xiongdi Technology, and Newland also saw gains exceeding 6% [1]

8月14日，沪指盘中一举突破3700点，盘面上，稳定币概念股强势上涨。 热门ETF中，截至10:30，金融科技ETF华夏（516100）涨3.01%，恒宝股份、中科金财、京北方等涨 停，四方精创涨超16%，数字认证、天阳科技、拉卡拉、东信和平等股领涨，券商ETF基金（515010） 涨1.55%。 金融科技ETF华夏（516100）跟踪中证金融科技主题指数，涵盖软件开发、互联网金融及数字货币产业 链，兼具金融属性与科技属性，指数重仓股包括同花顺、东方财富、恒生电子、润和软件、指南针等行 业龙头股，又不乏拉卡拉、京北方、四方精创等稳定币概念热门个股。Wind数据显示，该ETF稳定币概 念含量超22%。 湘财证券表示，市场交投持续活跃，券商板块业绩和估值持续修复，同时主动权益基金的券商持仓相较 业绩基准仍然处于低配，券商板块有望迎来增量资金配置。维持证券行业"增持"评级，建议关注市场交 投活跃背景下，beta属性较强的互联网券商。 浦银国际表示，长期来看，随着监管框架完善，稳定币在国际支付中的市场份额有望持续提升。 东方财富证券指出，RWA从概念逐渐走向场景化实践。建议关注已获虚拟资产交易相关牌照的机构及 正在布 ...

Market Performance - On August 14, the brokerage and fintech sectors experienced a strong morning rally, with companies like Hengbao Co., Ltd. achieving three consecutive trading limit increases, and others such as Zhongke Jincai and Jida Zhengyuan hitting the daily limit [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.18 trillion yuan, marking a return above 2 trillion yuan after 114 trading days, with the Shanghai Composite Index touching 3688.63 points, the highest since December 14, 2021 [8] Financial Data Insights - The People's Bank of China reported that in July, the new social financing amounted to 1.2 trillion yuan, while new RMB loans decreased by 500 million yuan. The total social financing stock grew by 9.0% year-on-year, and M2 increased by 8.8% year-on-year [6] - The M2 growth rate increased by 0.5 percentage points compared to the previous month, with the M2-M1 spread narrowing to 3.2% from 3.7% [9] Institutional Analysis - The increase in M1 and M2 exceeded expectations, with non-bank deposits rising by 2.14 trillion yuan in July, contributing significantly to M2 growth [9] - There is a notable shift in household savings, with excess savings accumulating in bank deposits. As deposit rates decline, there is a growing trend of funds moving into wealth management products, indirectly entering the equity market [9] - The two-way financing balance reaching 2 trillion yuan indicates strong bullish sentiment in the short term, although its proportion relative to A-share trading volume is lower than in 2015, suggesting a relatively safe position [9] - Upcoming domestic and international events are expected to influence market dynamics, with non-bank financials, particularly brokerages, likely to experience significant volatility [9]

多角度把握金融科技机会，建议重点关注金融科技ETF（159851）及其联接基金（A类013477、C类013478），标的指数全面覆盖了互联网券 商、金融IT、跨境支付、AI应用、华为鸿蒙等热门主题。截至8月13日，金融科技ETF（159851）最新规模超83亿元，年内日均成交额超6亿 元，规模、流动性在跟踪同一标的指数的3只ETF中断层第一！ 数据来源：沪深交易所等。 14日早盘，大盘向上突破3700点，叠加数字经济题材共振上行，金融科技板块掀涨停潮，中证金融科技主题指数涨近3%！截至发稿，恒宝股 份、京北方、中科金财3股涨停，四方精创大涨超16%冲击涨停，天阳科技、数字认证、东信和平、新国都、长亮科技等多股涨超5%。 从中长期投资逻辑来看，金融科技板块弹性十足，对流动性改善反映迅速，目前市场交投活跃度提升明显，金融科技板块有望持续受益：互 联网券商基本面预期有望持续改善，金融IT等作为顺周期高弹性品种，也持续受益于交易量提振，C端炒股软件景气度向上，B端金融IT需求 逐步释放。 题材端，国家数据局在8月14日国新办新闻发布会上表示，今年国家数据局计划部署一批数据产业集聚区建设试点，以此为抓手，不断优化产 ...

14日早盘，大盘向上突破3700点，叠加数字经济题材共振上行，金融科技板块掀涨停潮，中证金融科技主题指数涨近3%！截至发稿，恒宝股 份、京北方、中科金财3股涨停，四方精创大涨超16%冲击涨停，天阳科技、数字认证、东信和平、新国都、长亮科技等多股涨超5%。 图片来源：Wind 金融行业属于数据密集型行业，具有天然的数据禀赋。金融机构通过构建数据管理底座、推动数据采集扩源、完善数据治理体系、加强多源 数据融合、强化数据安全合规管理，以数据为核心，重塑金融行业业务模式。金融IT板块有望持续受益。 多角度把握金融科技机会，建议重点关注金融科技ETF（159851）及其联接基金（A类013477、C类013478），标的指数全面覆盖了互联网券 商、金融IT、跨境支付、AI应用、华为鸿蒙等热门主题。截至8月13日，金融科技ETF（159851）最新规模超83亿元，年内日均成交额超6亿 元，规模、流动性在跟踪同一标的指数的3只ETF中断层第一！ 数据来源：沪深交易所等。 风险提示：金融科技ETF被动跟踪中证金融科技主题指数，该指数基日为2014.6.30，发布日期为2017.6.22，该指数2020-2024年年度涨跌幅分 ...

（文章来源：每日经济新闻） 每经AI快讯，8月14日，跨境支付指数盘中涨幅超2%，成分股表现亮眼，四方精创涨逾10%，中科金财 涨停，恒宝股份涨8.79%，*ST汇科涨6.89%，京北方涨6.85%。 ...

Group 1 - The A-share market has seen a strong performance in digital currency concept stocks, with notable gains in several companies [1] - Zhongke Jincai reached the daily limit increase of 9.99%, with a total market value of 11.6 billion and a year-to-date increase of 86.24% [2] - Sifang Jingchuang increased by 9.74%, with a market value of 23.1 billion and a year-to-date increase of 167.85% [2] - Hengbao Co. rose by 8.31%, with a market value of 18.8 billion and a year-to-date increase of 295.85% [2] - Guotou Intelligent increased by 7.04%, with a market value of 15.3 billion and a year-to-date increase of 29.01% [2] - Other companies such as Dongxin Heping, Jingbeifang, and Tianyang Technology also saw increases of over 6% [1] Group 2 - The overall trend indicates a significant interest and investment in digital currency-related stocks within the A-share market [1] - The year-to-date performance of these stocks shows substantial growth, indicating a bullish sentiment among investors [2] - The market capitalization of these companies varies, with some exceeding 200 billion, reflecting their prominence in the digital currency sector [2]

广发证券表示，技术正超越政策成为人民币国际化的核心杠杆。区块链与分布式账本技术重构跨境支付 体系，中国央行数字货币的跨境试点加速推进，为人民币国际化提供技术支持。CIPS系统的应用使跨 境结算时间大幅缩短并降低合规成本，技术推动下，人民币正从"贸易结算货币"向"数字化储备资产"跃 迁。 8月14日，截至9时40分，金融科技表现强劲，中证金融科技主题指数上涨1.05%，成份股方面，四方精 创领涨11.93%，中科金财涨停封板，恒宝股份上涨8.79%。 热门ETF方面，规模、流动性同类断层第一的金融科技ETF（159851）场内价格上涨1.14%，日线四连 阳创新高，成交额达1.33亿元。 广发证券认为，政策与资金面双轮驱动金融科技景气度向上。从资金面看，在居民投资习惯转变与资金 配置结构优化的大趋势下，互联网金融平台拥有独特路径吸纳增量资金，中长期资金正持续入市。这轮 增量资金入市加上制度优化，不仅有助于传统券商的业绩增长，更直接推动了线上交易与数字投顾等细 分领域的扩容。 广发证券指出，AI技术正在深度重构互联网金融行业的服务模式、运营效率和风险管理范式。AI从单 点工具逐渐升级为智能化底座，多家头部证券科技 ...

Core Viewpoint - On August 13, the Shanghai Composite Index rose by 0.48%, the Shenzhen Component Index increased by 1.76%, and the ChiNext Index surged by 3.62% [1] Group 1: Stock Performance - China Great Wall (000066.SZ) saw the highest net inflow of funds, amounting to 373 million yuan, with a closing price increase of 9.99% and a turnover rate of 17.06% [1][3] - The stocks with the highest net outflow included Hengbao Co., Ltd. (002104.SZ), which experienced a net sell-off of 395 million yuan, also closing up by 9.99% with a turnover rate of 47.96% [4][1] Group 2: Institutional Activity - A total of 27 stocks on the Dragon and Tiger List had institutional participation, with institutions net buying 140 million yuan, net buying 15 stocks and net selling 12 stocks [4][1] - The stock with the highest institutional net purchase was Innovation Medical (002173.SZ), which closed up by 10% and had a turnover rate of 35.29% [5][6] Group 3: Northbound Capital - Northbound capital participated in 20 stocks on the Dragon and Tiger List, with a total net outflow of 210 million yuan [9][10] - The stock with the highest net purchase from northbound capital was Robotech (300757.SZ), with a net inflow of 255 million yuan, while the highest net outflow was from Furi Electronics (600203.SH), amounting to 244 million yuan [10][12] Group 4: Divergence in Capital Flows - There was a divergence in capital flows for China Great Wall, with institutions net selling 60.79 million yuan while northbound capital net bought 121 million yuan [12][13] - Similar divergences were observed for Shiyao Holdings and Huadian Shares, indicating differing sentiments between institutional and northbound investors [12][13]

证券日报网讯 8月13日晚间，恒宝股份发布公告称，公司股票在连续3个交易日内（2025年8月11日、 2025年8月12日和2025年8月13日）日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。经核 查，公司前期披露的信息不存在需要更正、补充之处。近期公共传媒未报道可能或已经对本公司股票交 易价格产生较大影响的未公开重大信息。 （编辑 姚尧） ...