Group 1 - The A-share market experienced a surge in "stablecoin" stocks, with notable gains in companies like Zhongke Jincai and Sifang Jingchuang, which saw increases of nearly 10% [1] - The implementation of Hong Kong's stablecoin regulations on August 1 marks a significant milestone, establishing a complete regulatory framework for fiat-backed stablecoins, with the Hong Kong Monetary Authority set to issue a limited number of licenses [2][3] - Major tech giants and financial institutions are entering the stablecoin market, enhancing industry development, with companies like Ant Group and Standard Chartered applying for stablecoin licenses in Hong Kong [3] Group 2 - The stablecoin market shows promising growth potential, particularly in cross-border payments, where it can significantly reduce transaction costs and time, exemplified by the Whale platform's 90% fee reduction [3] - Circle, a US stablecoin issuer, reported a 90% year-on-year increase in USDC circulation to $61.3 billion and a 53% rise in revenue, which positively influenced market sentiment towards stablecoin service providers in A-shares [4] - Companies like Sifang Jingchuang and Hengbao are viewed as core targets in the market, with Sifang Jingchuang's stock rising over 100% since late May due to its blockchain solutions for stablecoin compliance [4]

| 89 | 山东潍坊润丰化工股份有限公司 | | --- | --- | | 90 | 山东华建铝业集团有限公司 | | 91 | 山东联盟化工集团有限公司 | | 92 | 山东潍坊百货集团股份有限公司 | | 93 | 即发集团有限公司 | | 04 | 泰山体育产业集团有限公司 | | 95 | 山东海鼎农牧有限公司 | | 96 | 山东巨量引擎信息技术有限公司 | | 97 | 临工重机股份有限公司 | | 98 | 滨州中裕食品有限公司 | | da | 山东海王医药集团有限公司 | | 100 | 中创物流股份有限公司 | | 101 | 青岛汉河集团股份有限公司 | | 102 | 山东益通安装有限公司 | | 103 | 鲁南制药集团股份有限公司 | | 104 | 中启胶建集团有限公司 | | 105 | 山东步长制药股份有限公司 | | 106 | 山东龙大美食股份有限公司 | | 107 | 玫德集团有限公司 | | 108 | 青岛新协航国际物流有限公司 | | 100 | 山东海力化工股份有限公司 | | 110 | 潍坊恒信建设集团有限公司 | | 111 | 史丹利农业集团股 ...

中新社北京6月23日电 (记者 陈康亮)中国A股23日(周一)放量上涨，主要股指悉数飘红。板块方 面，当天跨境支付概念板块涨逾5%，表现亮眼。 根据金融数据服务商东方财富的统计，当天跨境支付概念板块上涨5.23%，涨幅居前。个股方面， 优博讯、四方精创、吉大正元、海联金汇等多股股价收获涨停板；其中，优博讯、四方精创录得约20% 的涨幅。 开源证券分析师陈宝健表示，相较于传统跨境汇款，内地与香港间的跨境支付通有效缩短了跨境汇 款链路，有利于提升两地跨境支付效率和服务水平，为行业发展带来新机遇，利好相关上市公司。 就指数表现而言，截至当天收盘，上证指数报3381点，涨幅为0.65%；深证成指报10048点，涨幅 为0.43%；创业板指报2017点，涨0.39%。沪深两市成交总额约11226亿元人民币，较上一个交易日放量 约549亿元人民币。 责任编辑：袁浩 消息面上，近日，内地与香港快速支付系统互联互通(下称"跨境支付通")上线运行。据中国人民银 行、香港金融管理局的联合公告，跨境支付通是指通过内地网上支付跨行清算系统与香港快速支付系 统"转数快"连接，在遵从两地相关法律法规的前提下，为两地居民提供实时跨境支付服 ...

格隆汇8月1日｜A股市场数字货币概念股走弱，其中，恒宝股份跌超6%，四方精创、雄帝科技跌超 5%，信息发展、芯原股份、中科金财、华峰超纤、海联金汇、天阳科技跌超4%。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [7] Core Insights - The automotive industry is experiencing a gradual recovery in growth, with passenger vehicles continuing to show stable and rapid growth [2] - The report highlights the synergy between technological advancements and anti-involution reforms, driving the industry's development momentum [5] Summary by Sections Weekly Market Review (2025.07.19-07.25) - The automotive sector rose by 1.03% this week, with all related sub-sectors also increasing. The Shanghai and Shenzhen 300 index rose by 1.69% [13] - The commercial vehicle sector saw the highest increase at 4.22%, while individual stocks like Great Wall Motors and BYD also performed well [13][16] Data Tracking (2025.07.19-07.25) - From July 1-20, the national retail sales of passenger vehicles reached 978,000 units, a year-on-year increase of 11%, while wholesale sales were 960,000 units, up 22% year-on-year [21] - In the new energy vehicle segment, retail sales reached 537,000 units, a 23% increase year-on-year, with a penetration rate of 54.9% [21] Industry News (2025.07.19-07.25) - The Ministry of Industry and Information Technology proposed a new policy to ban the transfer of new cars to second-hand status within six months of registration to combat zero-kilometer second-hand cars [34][35] - Guangdong and Anhui provinces are implementing measures to promote fair competition in the automotive industry, including commitments from manufacturers to optimize payment processes for suppliers [42] Investment Recommendations - The report suggests focusing on technology-driven sectors such as artificial intelligence and autonomous driving, as well as opportunities in the anti-involution segment, particularly in dealership-related areas [5]

证券代码：002537 证券简称：海联金汇 公告编号：2025-053 海联金汇科技股份有限公司 对外担保进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、对外担保基本情况 海联金汇科技股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日、2025 年 6 月 30 日召开的第五届董事会第二十六次会议及 2024 年度股东大会审议通 过了《关于 2025 年度为子公司提供担保额度的议案》，同意公司及下属子公司 于 2024 年度股东大会审议通过之日至公司 2025 年度股东大会召开日期间为合 并范围内的子公司提供不超过人民币 171,100 万元的担保。同时，授权公司总裁 或其授权人士为代理人，在上述担保额度内全权负责业务办理、协议、合同签署 等事宜，公司董事会、股东大会不再逐笔审议；授权公司及子公司管理层根据实 际经营需要对各子公司之间的担保额度进行调配，亦可对新成立的子公司分配担 保额度，担保额度不得跨越资产负债率 70%的标准进行调剂，并在上述总额度范 围内办理相关手续。详细信息见公司于 2025 年 4 月 26 日披露于《中 ...

Group 1 - Pony.ai has launched mass production and road testing of its seventh-generation autonomous driving Robotaxi, the BAIC Arcfox Alpha T5, in Shenzhen [1] - The seventh-generation Robotaxi has multiple models entering mass production and public road testing, following the Guangzhou and Shenzhen road testing licenses obtained by GAC Aion's Robotaxi [1] - Since the initiation of the "Kunlun" mass production plan in 2023, Pony.ai has completed the entire process of research and development, production verification, and mass production of the seventh-generation Robotaxi over two years [1] Group 2 - As of July 15, 2025, the CSI Automotive Parts Theme Index (931230) has decreased by 0.05%, with component stocks showing mixed performance [2] - HaiLian JinHui (002537) led the gains with a rise of 7.01%, while General Motors (601500) experienced the largest decline at 2.97% [2] - The Automotive Parts ETF (159306) has decreased by 0.36%, with a latest price of 1.11 yuan, but has seen a cumulative increase of 1.83% over the past week as of July 14, 2025 [2] Group 3 - The management fee for the Automotive Parts ETF is 0.50%, and the custody fee is 0.10%, making it the lowest among comparable funds [3] - The CSI Automotive Parts Theme Index includes 100 listed companies involved in automotive systems, interiors, exteriors, electronics, and tires, reflecting the overall performance of automotive parts theme stocks [3] - As of June 30, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index account for 41.05% of the index, with companies like Huichuan Technology (300124) and Fuyao Glass (600660) among the leaders [3]

海联金汇：上半年净利同比预增108.64%-156.05% 智通财经7月14日电，海联金汇(002537.SZ)公告称，预计2025年上半年归属于上市公司股东的净利润为 1.1亿元-1.35亿元，同比增长108.64%-156.05%。公司2025年半年度业绩变动的主要原因是非经常性损益 较去年同期预计增加，较去年同期相比，本报告期未发生大额的非营业性支出，营业外支出较去年同期 预计减少1.1亿元，该项目属于非经常性损益。 ...

[Hylink Payment Technology Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Hylink%20Payment%20Technology%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Key Performance Indicators Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts a significant increase in net profit attributable to shareholders for H1 2025, driven by non-operating items, while core business profitability is expected to decline 2025 Semi-Annual Performance Forecast Summary | Item | Jan 1, 2025 - Jun 30, 2025 (Forecast) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | **Profit: CNY 110 million - CNY 135 million** | Profit: CNY 52.7234 million | | Year-on-year Change | Growth: 108.64% - 156.05% | - | | **Net Profit After Deducting Non-recurring Gains and Losses** | **Profit: CNY 65 million – CNY 90 million** | Profit: CNY 127.3472 million | | Year-on-year Change | Decrease: 29.33% - 48.96% | - | | **Basic Earnings Per Share** | **Profit: CNY 0.10/share - CNY 0.13/share** | Profit: CNY 0.05/share | [Communication with Audit Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company has pre-communicated with its annual audit firm regarding the performance forecast, with no significant disagreements on financial data, though the forecast remains unaudited - The financial data in this performance forecast is unaudited by the accounting firm, but the company has pre-communicated with the auditors, finding no significant discrepancies[4](index=4&type=chunk) [Analysis of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The substantial increase in net profit attributable to shareholders is primarily due to a significant rise in non-recurring gains, specifically a **CNY 110 million** year-on-year reduction in non-operating expenses - The primary reason for the 2025 semi-annual performance change is an estimated **CNY 110 million** year-on-year decrease in non-operating expenses, which is classified as a non-recurring gain or loss, leading to an expected increase in total non-recurring gains and losses compared to the prior period[5](index=5&type=chunk) [Risk Warning](index=1&type=section&id=IV.%20Risk%20Warning) The company explicitly warns that this performance forecast is based on preliminary financial department estimates, and final accurate financial data will be subject to the official 2025 semi-annual report - This performance forecast represents preliminary estimates by the company's financial department, and specific financial data will be subject to the company's subsequent disclosure in the 2025 semi-annual report[6](index=6&type=chunk)

Core Viewpoint - The Tesla concept sector experienced a slight decline of 0.15% with a significant capital outflow of approximately 2.92 billion [1] Group 1: Stock Performance - A total of 84 stocks within the sector saw an increase, while 113 stocks experienced a decline [1] - The top-performing stocks included: - Gongzhi Tui (11.54%) - Kelu Electronics (10.02%) - Haosen Intelligent (7.49%) - Zhongke Sanhuan (5.22%) - Hezhuan Intelligent (5.02%) - Jinli Yongci (4.48%) - China Automotive Research (4.1%) - Jinjing Technology (3.23%) - Southern Precision (3.09%) - Nanbo A (2.49%) - *ST Weier (2.38%) - Nord Shares (2.03%) - Spring and Autumn Electronics (2.02%) - Baolong Technology (1.92%) - Hengdian East Magnet (1.74%) - Galaxy Magnet (1.71%) - Paislin (1.63%) - Shida Shenghua (1.61%) - Bowei Alloy (1.4%) - Delian Group (1.38%) [1] Group 2: Declining Stocks - The stocks with the largest declines included: - Rongtai Co. (-7.53%) - Yamaton (-5.0%) - Shenghong Technology (-4.96%) - Quanfeng Automotive (-4.64%) - Shuanglin Co. (-3.99%) - Xingyuan Zhuomei (-3.36%) - Jintuo Co. (-3.08%) - Keda Li (-3.01%) - Hailian Jinhui (-2.98%) - Huafeng Superfiber (-2.86%) - Chaojie Co. (-2.74%) - Jifeng Co. (-2.66%) - Ningbo Huaxiang (-2.64%) - Changsheng Bearing (-2.54%) - Saiwu Technology (-2.34%) - Fabon Information (-2.25%) - Chaoda Equipment (-2.07%) - Lingyun Co. (-2.06%) - Sikan Technology (-1.94%) - Changhua Group (-1.86%) [1]