金融界7月21日消息，上证指数高开高走，中证500电子终端及组件指数 (500硬件，930690)报17798.16 点。 从指数持仓来看，中证500电子终端及组件指数十大权重分别为：中国长城（13.89%）、新大陆 （10.92%）、信维通信（10.6%）、长盈精密（9.89%）、深科技（9.79%）、协创数据（9.34%）、广 电运通（8.17%）、电连技术（6.33%）、江波龙（4.9%）、光弘科技（4.63%）。 从中证500电子终端及组件指数持仓的市场板块来看，深圳证券交易所占比88.47%、上海证券交易所占 比11.53%。 从中证500电子终端及组件指数持仓样本的行业来看，信息技术占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当中证500指数调整样本时，中证500行业指数样本 随之进行相应调整。在样本公司有特殊事件发生，导致其行业归属发生变更时，将对中证500行业指数 样本进行相应调整。当样 ...

Investment Rating - The report does not explicitly state an investment rating for the China Large Model All-in-One Machine industry Core Insights - The rapid development of artificial intelligence technologies has led to the emergence of large model all-in-one machines, which provide end-to-end support for the development, training, deployment, and operation of large models [2] - The market for large model all-in-one machines in China is characterized by increasing competition among major technology companies, each launching their own products [2] Summary by Sections Market Analysis - The market for large model all-in-one machines is diversifying, with products priced between 500,000 to 5 million yuan, catering to various user needs [7][20] - The pricing of large model all-in-one machines is influenced by four main factors: hardware performance, system integration capabilities, industry customization services, and compliance with security delivery [30] Definition and Composition - Large model all-in-one machines are integrated AI infrastructure designed to support the entire lifecycle of large model development, training, deployment, and operation, typically comprising software, hardware, and operational support [14] Deployment Characteristics - The deployment of large model all-in-one machines emphasizes extreme performance, local data closure, and high controllability, making them suitable for scenarios with high real-time and data security requirements [19] Major Manufacturers and Product Pricing - Major manufacturers in the market include Huawei, Inspur, and Unisplendour, with products offering diverse configurations and functionalities [20][21] - The price range for these products varies significantly, with high-end models supporting ultra-large model training and inference, while mid-range and basic models cater to mainstream applications and lightweight model inference [22][27][28] User Profile - The target users for large model all-in-one machines are typically small to medium-sized enterprises lacking professional AI infrastructure and teams, requiring local deployment and quick setup [36][37]

Group 1 - The announcement of increased insurance capital entering the market could lead to a significant bull market, potentially surpassing the 5178-point high from 2015 [1][5] - The insurance capital market has a total balance of 34.93 trillion yuan, and if 10% of this capital flows into the market, it could result in several trillion yuan of new funds [5][7] - Historical precedents show that large inflows of capital, such as the 300 billion yuan pension fund in 2007 and 1 trillion yuan from trusts in 2015, have led to substantial stock price increases [6] Group 2 - Stablecoins are identified as a key area of focus for insurance capital, with the potential to drive significant financial transformation and influence national economic strategies [7][8] - The company mentioned is the only one in the market to hold both the US MSB license and the Hong Kong MSO license, positioning it as a leader in the stablecoin sector [4][12] - The company has developed quantum encryption technology for stablecoin key management, enhancing security and becoming the exclusive supplier of hardware wallets for JD.com [4] Group 3 - Related concept stocks include companies like GuoDianYunTong, which is a core supplier of digital RMB hardware and has achieved over 20 tons of gold collateral on the blockchain with an annualized return of 5.8% [9][10] - XingWangRuiJie is involved in decentralized networks and data security, supporting the necessary infrastructure for stablecoins and has partnerships exploring asset tokenization [11] - The leading company in the stablecoin sector has received significant investments from insurance capital and Central Huijin, indicating strong market confidence and potential for future growth [12]

广电运通集团股份有限公司 投资者关系活动记录表 编号：2025010 6、公司有什么资本运作的规划吗？ 投资者关系活 动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ☑现场参观 □其他 活动参与人员 7 月 3 日 中信证券 杨泽原 7 月 9 日 博时基金 黄恬、陈培文 以上共 3 人次（排名不分先后） 上市公司接待人员： 证券事务代表 王英 高级投资者关系经理 胡瑞娟、王格 时间 2025 年 7 月 3 日、9 日 地点 广州市高新技术产业开发区科学城科林路 9、11 号 形式 现场调研 交流内容及具 体问答记录 1、在区块链领域，公司有哪些技术储备和落地案例？介绍一下公司跨境支 付的业务布局？ 答：1、公司在区块链领域早有储备，打造了基于区块链技术的南沙离岸贸易 综合服务平台、链上云仓智慧动产监管平台、广电融汇通供应链金融平台、城市 级区块链文旅运营平台等案例。其中，公司为广州市南沙区商务局提供的"离岸 贸易综合服务平台"，是基于区块链技术开发的跨境数据产品，目前已成为广州 市属国企数据资产入表的首例实践，并获得了广州数据交易所颁发的数据资产登 记凭证。2、跨 ...

Group 1 - The issuer, GRG Banking Equipment Co., Ltd., has successfully completed the issuance of corporate bonds totaling 10 billion yuan for the first phase (24运通01) and 4 billion yuan for the second phase (25广电运通K1) [3][4] - The issuer's credit rating is AAA with a stable outlook, indicating strong debt repayment capability and low default risk [4][12] - The issuer's operating revenue for 2024 increased by 20.16% compared to 2023, primarily due to the acquisition of 广电五舟 and increased revenue from digitalization projects [9][10] Group 2 - The issuer's total assets reached 28.09 billion yuan at the end of 2024, reflecting a 7.42% increase from the previous year [9] - The issuer's total liabilities were 12.79 billion yuan, with a debt-to-asset ratio of 45.54%, indicating a slight increase but no significant adverse changes [10][11] - The issuer has effectively utilized the raised funds, with all funds from the 24运通01 bond fully deployed by the end of 2024 [10]

债券代码：148730.SZ 债券简称：24运通01 债券代码：524288.SZ 债券简称：25广电运通K1 广电运通集团股份有限公司 公司债券受托管理事务报告 （2024年度） （注册地址：广州市高新技术产业开发区科学城科林路9、11号） 债券受托管理人 广发证券股份有限公司 重要声明 广发证券股份有限公司（以下简称"广发证券"或"受托管理人"）编制本报 告的内容及信息均来源于发行人对外披露的《广电运通集团股份有限公司2024 年年度报告》等相关公开信息披露文件、广电运通集团股份有限公司（以下简 称"广电运通"或"发行人"）提供的证明文件以及第三方中介机构出具的专业意 见。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相 关事宜做出独立判断，而不应将本报告中的任何内容据以作为广发证券所作的 承诺或声明。 目 录 | 第一章 | 受托管理的公司债券概况 1 | | --- | --- | | 第二章 | 受托管理人履行职责情况 3 | | 第三章 | 发行人的经营和财务状况 4 | | 第四章 | 发行人募集资金使用和披露的核查情况、专项账户运作与核查情况 7 | | 第五章 | 发行人信 ...

证券代码：002152 证券简称：广电运通 公告编号：临 2025-035 广电运通集团股份有限公司 二、交易各方的基本情况 关于内部无偿划转益阳保安 100%股权的公告 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。 一、交易概述 1、为优化资源配置和理顺管理架构，提升管理效率和专业化管理水平，广电运通集团 股份有限公司（以下简称"广电运通"或"公司"）全资子公司广州广电银通安保投资有限 公司（以下简称"广电安保"）的全资子公司邵阳市保安服务有限责任公司（以下简称"邵 阳保安"）拟将持有的益阳市保安服务有限责任公司（以下简称"益阳保安"）100%股权 内部无偿划转至广电安保。本次划转完成后，广电安保将直接持有益阳保安 100%股权，益 阳保安成为其全资子公司。 2、公司于2025年6月11日召开第七届董事会第十五次（临时）会议，审议通过了《关于 内部无偿划转益阳保安100%股权的议案》。 1、划出方基本情况 公司名称：邵阳市保安服务有限责任公司 法定代表人：陈爽 统一社会信用代码：91430500668596940U 类 型：有限责任公司（非自然人投资或控股 ...

证券代码：002152 证券简称：广电运通 公告编号：临 2025-034 特此公告！ 广电运通集团股份有限公司 董 事 会 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。 广电运通集团股份有限公司（以下简称"公司"）第七届董事会第十五次（临时）会议 于 2025 年 6 月 11 日以通讯方式召开。召开本次会议的通知及相关资料已于 2025 年 6 月 9 日以电话、电子邮件等方式送达各位董事。2025 年 6 月 11 日，9 位董事均对本次会议审议 事项进行了表决。本次会议的召开符合《公司法》及《公司章程》的有关规定。会议经审议 通过如下决议： 一、审议通过了《关于内部无偿划转益阳保安 100%股权的议案》 董事会同意公司全资子公司广州广电银通安保投资有限公司（以下简称"广电安保"） 的全资子公司邵阳市保安服务有限责任公司将持有的益阳市保安服务有限责任公司 100%股 权无偿划转至广电安保。 表决结果：9 票同意，0 票反对，0 票弃权。 详见公司于 2025 年 6 月 12 日刊登在巨潮资讯网 www.cninfo.com.cn 及《证券时报》《中 ...

广电运通（002152）公告，为优化资源配置和理顺管理架构，提升管理效率和专业化管理水平，广电运 通全资子公司广州广电银通安保投资有限公司的全资子公司邵阳市保安服务有限责任公司拟将持有的益 阳市保安服务有限责任公司100%股权内部无偿划转至广电安保。本次划转完成后，广电安保将直接持 有益阳保安100%股权，益阳保安成为其全资子公司。截至2024年12月31日，益阳保安资产总额1.1亿 元，负债总额2629.6万元，净资产8362.31万元；2024年营业收入7616.77万元，净利润1863.14万元。 ...

Core Viewpoint - The financial technology sector is experiencing significant growth, driven by the recent implementation of the stablecoin legislation in Hong Kong and the successful IPO of Circle, indicating strong investor interest in stablecoins and financial technology innovations [3][4]. Group 1: Market Performance - As of June 9, 2025, the CSI Financial Technology Theme Index (930986) rose by 1.13%, with notable increases in constituent stocks such as Chutianlong (10.01%) and Dongxinheping (9.99%) [3]. - The Financial Technology ETF (516860) increased by 1.05%, with a latest price of 1.25 yuan and a trading volume of 13.05 million yuan [3]. - The Financial Technology ETF has seen a significant increase in shares, with a growth of 37 million shares over the past three months, ranking it in the top third among comparable funds [4]. Group 2: Financial Metrics - The Financial Technology ETF's net asset value increased by 81.91% over the past year, ranking 18th out of 2845 index equity funds, placing it in the top 0.63% [4]. - The ETF has recorded a maximum monthly return of 55.92% since inception, with an average monthly return of 10.19% and a historical three-year holding profit probability of 97.01% [4]. - The ETF's management fee is 0.50%, and the custody fee is 0.10%, which are among the lowest in comparable funds [5]. Group 3: Top Holdings - As of May 30, 2025, the top ten weighted stocks in the CSI Financial Technology Theme Index accounted for 52.03% of the index, with Tonghuashun (9.50%) and Dongfang Caifu (9.01%) being the top two [5][7]. - The top ten stocks include notable companies such as Hengsheng Electronics, Runhe Software, and Newland, indicating a diverse representation within the financial technology sector [5][7].