| > 龙虎榜 | | | | | ○、该股票最热门的概念题材 | | 开始搜索 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-07-11 | 2025-07-07 | 2025-07-04 | 2025-07-03 | 2025-06-30 | | | 历史龙虎榜信息>> | | 上榜原因:日涨幅偏离值达7%的证券 | | | | | | | 更多个股解读> | | 营业部名称 | | | 买入金额(元) | 占总成交比例 | 卖出金额(元) | 占总成交比例 | 净额(元) | | 深股通专用 | | | 3.11亿 | 4.89% | 2.15亿 | 3.38% | 9589.54万 | | 中信建投证券股份有限公司杭州庆春路证券营业部 杭州帮 | | | 1.067. | 1.66% | 130.63万 | 0.02% | 1.04亿 | | 中信证券股份有限公司浙江分公司 | | | 8474.32万 | 1.33% | 1.30亿 | 2.04% | -4538.81万 | | 开源证券股份有限公司西安高新成章路证券营业部 | ...

Group 1 - The A-share digital currency concept stocks experienced a short-term surge, with Guoao Technology hitting the daily limit up of 20% [1] - Greenland Holdings also reached the daily limit up, while Jida Zhengyuan increased by over 9% [1] - Other stocks such as Huafeng Superfiber, Hengbao Co., and StarNet Ruijie also saw gains [1] Group 2 - Bitcoin rose by 4.3% within the day, currently priced at $115,984 per coin [1]

智通财经7月10日电，临近尾盘，稳定币概念股集体跳水，恒宝股份逼近跌停，金一文化、京北方、四 方精创、楚天龙等纷纷大幅走低。 稳定币概念股跳水 恒宝股份逼近跌停 ...

Core Insights - The implementation of the Hong Kong Stablecoin Regulation in July 2025 marks a significant step in the regulation of stablecoins, enhancing cross-border payment efficiency by over 90% and reducing costs to one-tenth of traditional methods [1][3] - The expansion of the digital yuan pilot to 50 cities, with annual transactions exceeding 1 trillion yuan, highlights China's advancements in digital currency, prompting major tech companies like Ant Group and JD.com to invest in compliant stablecoins [3] - Stablecoins are positioned as a bridge between cryptocurrencies and traditional finance, addressing long-standing issues in cross-border trade such as high fees, slow settlements, and low transparency, with the market for cross-border payments growing at an annual rate exceeding 200% [3] Company Summaries - **Four方精创**: A key service provider for the Hong Kong Monetary Authority, developing the mBridge cross-border clearing module and offering a platform for stablecoin issuance, with potential annual revenue exceeding 250 million HKD if the stablecoin market reaches 50 billion HKD [5] - **拉卡拉**: The only domestic third-party payment institution with a full license for cross-border RMB payments, supporting stablecoin payments through 5 million POS terminals, with a projected revenue of 200 million yuan from stablecoin-related activities in 2025 [6] - **海联金汇**: Holds the only MSO license among A-share companies, with significant market share in Southeast Asia and participation in the mBridge project, reporting a 950% year-on-year increase in net profit in Q1 2025 [6] - **恒宝股份**: A leading supplier of hardware security modules for digital currencies, with a market share exceeding 30%, providing hardware for stablecoin transactions and participating in the mBridge project [7] - **新大陆**: A global leader in smart terminals, integrating digital yuan and stablecoin functionalities, with a projected order of 200,000 terminals in Southeast Asia in 2025 [7] - **京北方**: The only A-share company explicitly linked to stablecoin technology, providing underlying settlement technology for major banks and participating in the mBridge project [8] - **雄帝科技**: Developed a dual-track payment system compatible with both digital yuan and stablecoins, providing key services for the Hong Kong pilot [8] - **华峰超纤**: Collaborating with JD Wallet to test stablecoin retail scenarios in the UAE, with a focus on programmable payment protocols [9] - **恒生电子**: Provides core system support for Ant Group's stablecoin operations, with a significant market share in asset management systems [10] - **数字认证**: Supplies key management services for stablecoins to the Hong Kong Monetary Authority, with a strong presence in government blockchain projects [10]

证券代码：002104 证券简称：恒宝股份 公告编号：2025-030 恒宝股份有限公司 关于董事会、监事会延期换届的提示性公告 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。 恒宝股份有限公司（以下简称"公司"）第八届董事会、监事会任期将于近 日届满。鉴于中国证券监督管理委员会发布了《上市公司章程指引》《关于新< 公司法>配套制度规则实施相关过渡期安排》以及深圳证券交易所发布的配套规 则制度，公司拟根据上述文件及规则的要求完成修订《公司章程》及其他相关内 部制度后，再进行换届选举。 公司相关制度修订及换届选举工作尚在积极筹备中，为确保公司相关工作的 连续性和稳定性，公司董事会、监事会换届工作将适当延期，公司董事会各专门 委员会及高级管理人员的任期也相应顺延。在换届工作完成之前，公司第八届董 事会、监事会全体成员、董事会各专门委员会成员及高级管理人员将按照相关法 律法规以及《深圳证券交易所股票上市规则》《公司章程》等有关规定，继续履 行相应的职责和义务。 本次公司董事会、监事会延期换届不会影响公司的正常运营。公司将积极推 进相关工作，尽快完成董事会与监事会的换 ...

证券代码：002104 证券简称：恒宝股份 公告编号：2025-029 恒宝股份有限公司 关于董事、副总裁减持计划实施完毕的公告 董事、副总裁高强先生保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 恒宝股份有限公司（以下简称"公司"）于 2025 年 6 月 13 日披露了《关于 公司董事、副总裁减持股份的预披露公告》。其中公司董事、副总裁高强先生计 划以集中竞价交易和大宗交易的方式减持公司股份数量合计不超过 197,500 股， 即不超过所占公司总股本的 0.03%。上述减持计划自上述公告披露之日起 15 个 交易日后的 3 个月内进行，减持实施期间为 2025 年 7 月 7 日至 2025 年 10 月 6 日止。 截至本公告日，公司董事、副总裁高强先生股份减持计划已实施完毕，现将 具体情况公告如下： 一、股东减持情况 | 股东名称 | 减持方式 | | 减持期间 | | 减持均价 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | ...

Core Viewpoint - The company announced that its Vice President, Gao Qiang, has completed a share reduction plan, selling a total of 197,500 shares, which represents 0.03% of the total share capital [1] Summary by Relevant Sections - **Share Reduction Details** - Gao Qiang reduced his holdings within a price range of 20.04 to 20.20 yuan per share [1] - After the reduction, Gao Qiang holds 592,500 shares, accounting for 0.08% of the total share capital [1] - **Regulatory Compliance** - The share reduction complies with relevant laws and regulations [1] - The reduction does not affect the company's control or governance structure [1]

Summary of Stablecoin Industry and Market Dynamics Industry Overview - The stablecoin industry is characterized by its reliance on fiat currency credit, with USD-pegged stablecoins depending on the credibility of the US dollar. [1] - The stablecoin ecosystem consists of three segments: upstream (infrastructure, issuers, asset management), midstream (payment service providers, exchanges, cross-chain clearing institutions), and downstream (transaction settlement, cross-border payments). [1][4] Key Players and Market Share - USDT, issued by Tether, holds a dominant market position with approximately 60% market share and a market capitalization exceeding $150 billion. However, its reserve transparency has been questioned. [3] - USDC, issued by Circle, is viewed as a compliance benchmark but incurs higher costs, with over 50% of its revenue allocated to distribution expenses. [6] - DAI is a collateralized stablecoin that uses over-collateralization of crypto assets to enhance risk resistance, relying on complex algorithms. [6] Market Dynamics - The stablecoin market exhibits a "dual super, many strong" structure, with USDT and USDC accounting for about 85% of the market share. [5] - Stablecoins enhance the USD's status as a global reserve currency and may further penetrate international trade and financial systems through digital means. [1][6] - The expansion of stablecoin usage can increase fiat transaction volume, reinforcing its reserve status. [1] Regulatory Impact - Hong Kong's new regulations, set to take effect in August, represent the first comprehensive regulatory framework globally, expected to drive systemic changes in the industry. Beneficiaries include cross-border payment and clearing service providers, digital infrastructure firms, and banks involved in IT system upgrades. [11][12] Implications for the Chinese Yuan - The development of stablecoins presents both challenges and opportunities for the Chinese Yuan. While the Yuan is currently not a mainstream pegged currency, China is accelerating the development of a digital RMB to enhance its international influence. [7][9] - The stablecoin market could serve as a significant support for the internationalization of the RMB, reducing reliance on the SWIFT system and expanding usage scenarios. [14][15] Future Projections - By 2030, the RMB's share in global cross-border trade payments is projected to increase from 4% to 10%, driven by the growth of stablecoin technology. [16] - Traditional third-party payment companies are expected to benefit significantly from the increase in RMB cross-border payment volumes, with companies like LianLian and Newland positioned to capitalize on this growth. [18][19] Potential Beneficiaries in the Industry - Key beneficiaries in the stablecoin ecosystem include: - Payment service providers (e.g., LianLian, LaKaLa) - Digital infrastructure and security service providers (e.g., Hengbao) - IT system upgrade firms in banking (e.g., Yuxin Technology) [11][22] - The issuance of stablecoin licenses in Hong Kong is expected to create significant opportunities for early adopters in the sandbox experiment. [21] Conclusion - The stablecoin industry is poised for significant growth and transformation, with regulatory developments in Hong Kong likely to catalyze systemic changes. The interplay between stablecoins and traditional currencies, particularly the USD and RMB, will shape the future of global finance and cross-border transactions. [1][11][14]

Market Overview - On July 4, A-shares showed mixed performance with the three major indices fluctuating. The total trading volume reached 1.45 trillion yuan, an increase of 121 billion yuan compared to the previous trading day, with over 4,100 stocks declining [1] - Market focus was on stablecoins, digital currencies, and cross-border payment sectors, while banking and gaming sectors strengthened. Energy metals and small metals sectors experienced declines [1] Stock Performance - A total of 39 stocks hit the daily limit up, with 10 stocks achieving consecutive limit ups. The limit up rate was 65% (excluding ST and delisted stocks) [3] - Notable stocks included Chengbang Co., which saw a significant drop after hitting the limit up, while innovative drug concept stock Seli Medical achieved a limit up for the fourth consecutive day [3] Key Stocks and Trading Data - **Shenzhou Cell**: Increased by 16.46% with a trading volume of 20.17 million shares and a total transaction value of 1.63 billion yuan. Institutional net buying amounted to 156 million yuan [18] - **Jingxin Pharmaceutical**: Rose by 10.02% with a trading volume of 8.74 million shares and a total transaction value of 1.49 billion yuan. The company focuses on innovative drugs and medical devices [9][10] - **Hengbao Co.**: Engaged in financial technology and digital currency, with a focus on expanding overseas markets. The company reported overseas revenue of 93.62 million yuan, accounting for 10.37% of total revenue [12] - **Jingbeifang**: Engaged in stablecoin and digital currency sectors, recently signed a strategic cooperation agreement to enhance financial technology innovation [15] Institutional Trading - The top three net buying stocks by institutions were Shenzhou Cell, Hengbao Co., and Nanling Technology, with net purchases of 156 million yuan, 98.35 million yuan, and 91.73 million yuan respectively [6] - The top three net selling stocks were Haoshanghao, Jingbeifang, and Yingfangwei, with net sales of 110 million yuan, 105 million yuan, and 72.72 million yuan respectively [6] Summary of Key Companies - **Jingxin Pharmaceutical**: Focuses on the mental health sector and has a first-class innovative drug expected to be listed in March 2024, with plans to enter the medical insurance payment directory [9][10] - **Hengbao Co.**: Involved in financial technology and digital security, with a focus on digital currency innovation and expanding into overseas markets [12] - **Jingbeifang**: Actively participates in the construction of key digital currency systems for major state-owned banks and aims to innovate in financial technology [15]

Group 1 - Digital currency concept stocks experienced a partial rally, with Zhengyuan Wisdom (300645) rising over 10% [1] - Beijing North (002987) saw an increase of over 7% [1] - Other companies such as Hengbao Co., Ltd. (002104), Dongxin Peace (002017), and StarNet Ruijie (002396) also followed with gains [1]