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【私募调研记录】望正资产调研中科金财
Zheng Quan Zhi Xing· 2025-06-04 00:12
Group 1 - The core viewpoint of the news is that Zhongke Jincai has been exploring stablecoin business for four years, focusing on policy and industry developments, and actively seeking suitable application scenarios for stablecoins [1] - Zhongke Jincai's stablecoin business is based on short drama overseas scenarios, involving cross-border payments across multiple countries with high-frequency transactions, which presents a suitable application for stablecoins due to inefficiencies in financial infrastructure [1] - The business model for stablecoins includes interest income from fund management, service fees, transaction fees, and technology services such as custody and banking SaaS system services [1] - Recent legislative developments include the U.S. Senate passing the GENIUS Stablecoin Act and the Hong Kong Legislative Council passing the Stablecoin Regulation Draft, establishing a comprehensive regulatory framework for stablecoin issuance and related activities [1] Group 2 - Shenzhen Wangzheng Asset Management Co., Ltd. is led by prominent figure Wang Penghui and comprises many star fund managers and professionals, aiming to build a complete governance system and an asset management platform with both private and public management functions [2]
龙虎榜复盘 | 创新药再度集体大涨,机构买入多只黄金珠宝股
Xuan Gu Bao· 2025-06-03 11:11
Group 1 - Institutions listed 41 stocks today, with net purchases in 17 stocks and net sales in 24 stocks [1] - The top three stocks with the highest institutional purchases are: Sifang Jingchuang (149 million), Zhongke Jincai (136 million), and Mankalon (112 million) [1] - Mankalon saw a net purchase of 112 million from four institutions today [2] Group 2 - Zhezhang Securities indicates that high gold prices and a new round of market education for traditional gold and jewelry products may allow companies with strong product aesthetics and channel management to continue increasing market share [2] - Traditional gold jewelry companies are entering a low base phase starting Q2 this year, with leading brands following up on product and channel transformations, presenting investment opportunities in terminal sales and financial report turning points [2] Group 3 - The innovative drug sector is experiencing multiple industry catalysts that significantly boost market confidence, including the release of 11 innovative drug approvals by the National Medical Products Administration [3] - The U.S. oncology conferences showcased high-quality research results for domestic innovative drugs, validating the pipeline value and business development capabilities of leading pharmaceutical companies [3] - The National Postal Administration's recent guidelines emphasize the development of drone technology for postal services, promoting low-altitude logistics and enhancing delivery efficiency [3]
“稳定币”概念引爆市场:多只个股涨停,机构忙调研押宝
Xin Jing Bao· 2025-06-03 10:51
"稳定币"的风正在刮向资本市场。 6月3日,A股三大股指集体收涨。数字货币概念反复活跃,四方精创(300468)盘中一度涨超19%,雄 帝科技(300546)盘中涨近18%。截至收盘,翠微股份(603123)、恒宝股份(002104)、海联金汇 (002537)、保税科技(600794)等多只个股涨停,其中,翠微股份、恒宝股份、海联金汇录得三连 板。 不过,港股方面,稳定币相关概念股全线回调,连连数字午后跌超35%,移卡、众安在线纷纷跌超 6%。此前一天,连连数字涨超60%,移卡涨近40%,众安在线涨近10%。 数字货币概念股爆发,四方精创一度涨超19% 5月30日,香港特别行政区政府在宪报刊登《稳定币条例》,这意味着《稳定币条例》正式成为法例, 进一步完善了香港的数位资产活动监管框架。此前5月21日,香港立法会三读通过《稳定币条例草 案》。 国泰海通证券认为,随着美国及中国香港稳定币相关政策落地,稳定币受到广泛关注。稳定币是基于信 用背书产生的挂钩法定货币的加密货币,具有一般等价物的性质,稳定币的出现有利于推动交易的进 行;对中国香港而言,稳定币的发行对于国际贸易正常开展具有积极意义。 中信证券指出,随着《 ...
计算机行业资金流出榜:天阳科技、四方精创等净流出资金居前
沪指6月3日上涨0.43%,申万所属行业中,今日上涨的有20个,涨幅居前的行业为美容护理、纺织服 饰,涨幅分别为3.86%、2.53%。计算机行业今日上涨0.32%。跌幅居前的行业为家用电器、钢铁,跌幅 分别为2.10%、1.37%。 资金面上看,两市主力资金全天净流出63.59亿元,今日有12个行业主力资金净流入,有色金属行业主 力资金净流入规模居首,该行业今日上涨1.40%,全天净流入资金14.01亿元,其次是医药生物行业,日 涨幅为1.78%,净流入资金为9.17亿元。 主力资金净流出的行业有19个,计算机行业主力资金净流出规模居首,全天净流出资金24.79亿元,其 次是汽车行业,净流出资金为19.59亿元,净流出资金较多的还有电子、机械设备、国防军工等行业。 计算机行业今日上涨0.32%,全天主力资金净流出24.79亿元,该行业所属的个股共336只,今日上涨的 有180只,涨停的有1只;下跌的有145只。以资金流向数据进行统计,该行业资金净流入的个股有127 只,其中,净流入资金超5000万元的有5只,净流入资金居首的是中科金财,今日净流入资金2.07亿 元,紧随其后的是科大讯飞、软通动力,净流入资金 ...
是否计划申请香港稳定币牌照 中科金财:需关注后续公告
news flash· 2025-06-03 10:21
是否计划申请香港稳定币牌照 中科金财:需关注后续公告 智通财经6月3日电,中科金财股价今日盘中快速拉升,并一度触及涨停。截至当日收盘,中科金财股价 报收23.76元/股,日内涨幅达7.9%。此次股价的异动或源于公司同日发布的投资者关系活动记录表。中 科金财在与机构投资者的线上会议表示,公司在稳定币相关的业务场景、技术储备及团队建设方面积累 深厚。公司计划参照银行与科技公司合作的模式,在满足合规要求的前提下,与银行共同探索稳定币业 务,并利用合作方的全球资产与业务场景拓展稳定币应用。针对市场反应,记者以投资者身份致电中科 金财,接线人员回应称,股价异动应由市场判断,公司不会随意蹭热点概念,所有公告均基于实际业务 进展。目前公司已有合作银行,相关业务正在推进中,但具体合作方名单不便透露,不存在炒作稳定币 概念的情况。对于是否计划申请香港稳定币牌照,上述接线人员表示,需关注后续公告。 (21世纪经济 报道) ...
盘中涨停!中科金财回应布局稳定币
Group 1 - The stock price of Zhongke Jincai (002657.SZ) experienced a rapid increase, reaching a peak of 23.76 CNY per share, with a daily gain of 7.9% on June 3 [1] - The stock price movement is attributed to the company's investor relations activity report, where it indicated strong capabilities in stablecoin-related business scenarios, technical reserves, and team building [3] - The company plans to explore stablecoin business in collaboration with banks, leveraging global assets and business scenarios while ensuring compliance [3] Group 2 - A company representative stated that the stock price fluctuation should be judged by the market, and the company does not engage in hype around stablecoin concepts [5] - The representative confirmed that there are existing partnerships with banks, and relevant business is in progress, but specific partners cannot be disclosed [5] - Stablecoins are defined as cryptocurrencies pegged to various fiat currencies, offering advantages in deep integration with blockchain projects [6] Group 3 - The Hong Kong government has enacted the "Stablecoin Regulation," establishing the first legal framework for fiat-backed stablecoin licenses in the Asia-Pacific region [6] - Companies issuing fiat stablecoins in Hong Kong must apply for a license from the Hong Kong Monetary Authority [6] - Zhongke Jincai has faced financial challenges, reporting a net profit loss of 61 million CNY for 2024, marking eight consecutive years of losses [6] - In Q1 2025, the company reported a revenue increase of 41.38% to 175 million CNY, but the net profit still declined by 28.41%, resulting in a loss of 40 million CNY [6]
中科金财(002657) - 股票交易异常波动公告
2025-06-03 09:47
证券代码:002657 证券简称:中科金财 公告编号:2025-016 北京中科金财科技股份有限公司 股票交易异常波动公告 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、股票交易异常波动具体情况 北京中科金财科技股份有限公司(以下简称"公司")股票(股票简称:中 科金财,股票代码:002657)自 2025 年 5 月 29 日起收盘价格涨跌幅偏离值连续 三个交易日(2025 年 5 月 29 日、2025 年 5 月 30 日、2025 年 6 月 3 日)累计偏 离 23.58%,根据《深圳证券交易所交易规则》的有关规定,属于股票交易异常波 动。 针对股票异常波动情况,公司就有关事项进行了核实,现就有关情况说明如 下: 1、公司近期经营情况正常,内外部经营环境未发生重大变化; 2、公司未发现前期披露的信息存在需要更正、补充之处; 3、公司未发现近期公共传媒报道了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; 4、公司、控股股东和实际控制人不存在应披露而未披露的重大事项或处于 筹划阶段的重大事项; 5、公司控股股东和实际控制人在股票交易 ...
“稳定币”概念股暴涨背后:三重属性打开想象空间
Hua Xia Shi Bao· 2025-06-03 08:04
华夏时报(www.chinatimes.net.cn)记者 卢梦雪 北京报道 美国《GENIUS法案》通过,香港《稳定币条例》正式成为法例,英国发布稳定币监管提案……近期稳定币监管 环境不断迎来新变化,也带动了稳定币概念股的大幅波动。 近日,二级市场上的稳定币概念股大幅波动,6月3日,多只稳定币概念股暴涨。其中,翠微股份、恒宝股份、御 银股份涨停。 相关分析人士指出,近期国内外稳定币监管等层面的相关动态频出,提升了投资者对数字货币的信心,形成全球 资金对相关资产的再度聚集。但数字货币板块历来波动剧烈,题材炒作背后的"兑现能力"仍需时间检验。 稳定币概念股暴涨 5月27日,英国金融行为监管局(FCA)发布针对稳定币发行、加密资产托管及相关企业财务稳健性的监管提案, 旨在为加密行业建立更明确的合规路径。该提案要求受监管的稳定币维持价值稳定,并向用户明确披露储备资产 管理方式。 5月20日,美国参议院通过《GENIUS法案》,标志着美国稳定币立法过程中迎来重要进展。 与此同时,西班牙桑坦德银行(BancoSantanderSA)表示,正考虑扩大其在数字资产方面的业务,包括推出稳定 币的初步计划,以及为其数字银行的零 ...
中科金财盘中涨停,成交额超16亿元。消息面上,公司计划在满足合规要求的前提下,与银行共同探索稳定币业务。
news flash· 2025-06-03 03:06
Group 1 - The company, Zhongke Jincai, experienced a trading limit increase with a transaction volume exceeding 1.6 billion yuan [1] - The company plans to explore stablecoin business in collaboration with banks, provided that compliance requirements are met [1]
中科金财(002657) - 002657中科金财投资者关系管理信息20250603
2025-06-03 02:44
Group 1: Company Overview and Blockchain Initiatives - The company is a think tank for government and regulatory bodies in blockchain and has been the president unit of the Beijing Blockchain Technology Application Association since its establishment in 2016 [1][2] - The company has strategic investments in Dalian Financial Asset Exchange and Anhui Financial Asset Exchange, providing comprehensive financial trading services [2] - The company has developed various platforms related to digital RMB, including a smart contract security planning platform and a compliance risk management system [2] Group 2: Stablecoin Exploration and Market Potential - The company began exploring stablecoin business four years ago, focusing on policy and industry developments [3] - The global stablecoin market is valued at approximately $250 billion, having grown over 22 times in the past five years [4] - By 2030, the global supply of stablecoins is projected to reach $3 trillion, with annual transaction volumes exceeding $100 trillion [4] Group 3: Business Models and Revenue Streams - Stablecoin business models include interest income from fund management, service fees, and technology service fees [5] - The underlying zero-cost fund pool allows stablecoin issuers to convert all investment returns directly into profits [5] Group 4: Legislative Background and Opportunities - The U.S. Senate passed the GENIUS Stablecoin Act on May 19, and Hong Kong's Legislative Council approved the Stablecoin Ordinance Draft on May 21, establishing a comprehensive regulatory framework [6][7] - Stablecoins can enhance transaction efficiency, reduce costs, and improve risk management through their programmable features [7]