转自：智通财经 注：智通财经VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公 司的推荐建议，非未来走势预测。投资有风险，入市需谨慎。 市场热点一 跨境支付、稳定币 消息面上，7月4日央行就《人民币跨境支付系统业务规则（征求意见稿）》公开征求意见。此外香港特 区政府财经事务及库务局局长许正宇7日表示，目标今年内可发出稳定币牌照。 《公告全知道》：梳理隐藏在公告中的利好、利空。 6月30日21:58《公告全知道》 精选"金一文化"公司公告并展开梳理，发文指出：公司背靠北京海淀区国 资委，主营黄金珠宝首饰的研发设计及销售；公司积极拓展产业链，围绕金融科技纵、横方向发展，其 中开科唯识数字人民币产品利用区块链技术设计数币钱包的分布式账本，独立支持运营钱包核心处理体 系，掌握的部分技术可以应用于稳定币领域。金一文化收获3连板，5日最高涨幅达27.75%。 | | 金一文化(002721) | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 07-07 15:48:09 深 | | | | | | | ...

Group 1: Power Sector - Several companies in the power sector have shown significant stock performance, with Huaguang Huaneng achieving a 10.02% increase over three consecutive days [2] - Shaoneng Co. saw a 10.07% rise over two days due to changes in its controlling shareholder [2] - New Zhonggang and Shen Nan Electric A both recorded a 10.00% increase over two days, driven by the power sector's overall positive sentiment [2] - New companies like Shimao Energy and YN Energy debuted with a 10.00% increase, indicating strong market interest in the power sector [2] Group 2: Cross-Border Payment - The People's Bank of China is seeking public opinion on the draft rules for the Cross-Border Interbank Payment System (CIPS), which outlines detailed processes for account management and fund settlement [4][18] - Companies like Xinyada and Jingbeifang have seen stock increases of 9.98% and 10.00% respectively, attributed to developments in cross-border payment and digital currency [5] Group 3: Smart Grid - The National Development and Reform Commission has issued a notice promoting the scientific planning and construction of high-power charging facilities, which is expected to enhance the smart grid infrastructure [7] - Companies such as Xinling Electric and Suwen Electric have experienced stock increases of 20.00% and 20.01% respectively, reflecting positive market sentiment towards smart grid advancements [8] Group 4: Real Estate - The Ministry of Housing and Urban-Rural Development is actively working to stabilize expectations and stimulate demand in the real estate market, which has led to increased stock performance for companies like Nanshan Holdings and Caixin Development [9][12] - Nanshan Holdings recorded a 9.90% increase over four days, while Caixin Development saw a 9.85% rise over three days, indicating a recovery trend in the real estate sector [10][12] Group 5: Medical Devices - The Ministry of Finance has decided to exclude EU companies from participating in government procurement for certain medical devices, which is expected to benefit domestic manufacturers [15] - Companies like Jin'an Guoji and Baolait have seen stock increases of 9.96% and 20.02% respectively, driven by favorable policy changes in the medical device sector [16] Group 6: Nuclear Power - The Shanghai Stock Exchange has approved the merger of China Shipbuilding and China Shipbuilding Industry Corporation, which is expected to enhance the capabilities of the nuclear power sector [20] - Companies such as Changcheng Electric and Wangzi New Materials have recorded stock increases of 10.05% and 10.00% respectively, reflecting positive market sentiment towards nuclear power developments [21] Group 7: Digital Currency - The recent developments in the CIPS are also influencing the digital currency sector, with companies like Jinyi Culture and Jihong Co. seeing stock increases of 9.95% and 10.00% respectively [19]

Market Overview - On July 7, stablecoins, cross-border payments, and RWA-related concepts saw significant gains, with Jin Yi Culture achieving a three-day consecutive rise, Xinyada also rising consecutively, and Qingdao Jinwang hitting the daily limit. Other companies like Huafeng Superfiber and Hangzhou Garden also experienced increases exceeding 10% [1]. Stock Performance - Jin Yi Culture (002721.SZ) latest price: 4.42, up 9.95%, market cap: 11.754 billion [2] - Xinyada (600571.SS) latest price: 20.39, up 9.98%, market cap: 9.334 billion [2] - Jingbeifang (002987.SZ) latest price: 25.63, up 10.00%, market cap: 21.617 billion [2] - Qindao Jinwang (002094.SZ) latest price: 9.25, up 9.99%, market cap: 6.387 billion [2] - Huafeng Superfiber (300180.SZ) latest price: 10.29, up 15.49%, market cap: 15.287 billion [2] Events - On July 4, the People's Bank of China released a notice soliciting opinions on the draft rules for the Renminbi Cross-Border Payment System (CIPS), aiming to optimize the system's functions and services [3]. - Hainan Huatie has completed the digitalization of nearly 26 billion yuan in assets and signed a strategic cooperation agreement with the RWA Research Institute [3]. - The Hong Kong Stablecoin Regulation will take effect in August, with the Financial Secretary indicating that the Monetary Authority is consulting the market on the implementation guidelines [3]. Institutional Insights - The central bank's proposed revisions to the CIPS rules aim to lower entry barriers and simplify transaction procedures, which will help promote the internationalization of the Renminbi [4]. - The official launch of the Hong Kong FRS license in August 2025 is expected to accelerate the global settlement of USDC/PYUSD and the growth of on-chain money market funds [4]. - With Hong Kong leading the pilot projects, the integration of data rights and on-chain credit in mainland China is expected to make RWA a key component of the national strategy for "digital-physical integration" [4].

Group 1 - The core viewpoint of the article highlights the active performance of cross-border payment and stablecoin concepts, with notable stock movements in companies like Xinyada and Jinyi Culture [1] - Xinyada has achieved a consecutive two-day increase in stock price, while Jinyi Culture has seen a rise in stock price for four consecutive days within a week [1] - Other companies such as Huafeng Superfiber, Hailian Jinhui, Jingbeifang, Qingdao Jinwang, and New Guodu have also experienced stock price increases, indicating a broader market trend [1] Group 2 - On July 4, the People's Bank of China publicly solicited opinions on the "Business Rules for the Renminbi Cross-Border Payment System (Draft for Comments)" [1] - The draft rules clarify detailed processes for CIPS participants, including account management, capital injection, and fund settlement [1]

Group 1 - The market focus is on leading stocks, with notable performances from LiuGao Co., which opened up 3.10%, and innovative drug concept stocks such as Sairui Medical, which opened up 3.89% [1][2] - Huayin Electric, a power stock, achieved a limit-up increase, marking its third consecutive day of gains [1][2] - Other stocks in the market included GuangShengTang, which opened up 6.17%, and WeiXinKang, which opened up 7.18%, indicating a positive trend in the healthcare sector [1][2] Group 2 - The stock performance data shows LiuGao Co. at 5.32 with a 3.10% increase, Sairui Medical at 21.90 with a 3.89% increase, and GuangShengTang at 54.51 with a 6.17% increase [2] - Huayin Electric is listed at 6.70 with a significant increase of 10.02%, reflecting strong investor interest [2] - Other notable stocks include YaMaTon, which opened down 1.93%, and HuoHui Co., which opened down 1.58%, indicating mixed performance in the market [2]

Group 1: 6G Technology - Beijing has released its first special policy for the 6G industry, aiming to promote the development of 6G technology through supportive measures and collaboration between academia and industry [1] - The 6G industry is expected to enter a commercial phase after 2029, with significant transformations anticipated in sectors such as education, entertainment, and manufacturing [1] Group 2: Superconductors - The State-owned Assets Supervision and Administration Commission emphasizes the need to enhance the security of important metal mineral resources and accelerate the development of new production capabilities, particularly in superconducting materials [2] - The demand for superconducting materials in nuclear fusion devices is expected to increase, potentially driving down costs and expanding application areas [2] Group 3: AI in Healthcare - Beijing has launched an action plan to integrate AI with healthcare, aiming to establish itself as a leading innovation hub in this field by 2027 [3] - The AI healthcare sector is anticipated to accelerate, addressing limitations in human resources and enhancing precision and efficiency in medical services [3] Group 4: Brain-Computer Interface - Sichuan has introduced a plan to foster the development of brain science and brain-computer interface technologies, focusing on original technology breakthroughs and clinical applications [4] - This initiative is expected to invigorate the emerging industry landscape in Sichuan, creating new opportunities for future industrial development [4] Group 5: Cell Therapy - A team at Huazhong University of Science and Technology has successfully treated multiple myeloma using an in-body CAR-T therapy, which simplifies the process and reduces costs compared to traditional methods [5] - The global cell therapy market is projected to reach hundreds of billions of dollars as various cell treatment technologies gain traction [5] Group 6: Data Elements - The National Data Bureau has introduced measures to enhance the efficiency of data circulation and transactions, including a standardized contract template [6] - The data circulation market is expected to grow significantly, with projections of reaching 200 billion yuan by 2025 and 700 billion yuan by 2030 [6] Group 7: Cross-Border Payments - The People's Bank of China has released a draft for the rules governing the Cross-Border Interbank Payment System (CIPS), aiming to streamline operations and enhance efficiency [7] - CIPS is crucial for the internationalization of the renminbi, with significant growth in cross-border payment volumes anticipated [7] Group 8: Solid-State Batteries - Chery is accelerating its development of solid-state batteries, with plans to expand its research team and focus on various materials [8] - Solid-state batteries are expected to see widespread application by 2030, driven by their high energy density and safety advantages [8]

金一文化发布异动公告，经核实，公司前期披露的信息不存在需要更正、补充之处，近期经营情况正 常，内外部经营环境未发生重大变化。公司、控股股东及实际控制人不存在应披露而未披露的重大事 项。公司拟定于2025年8月30日披露《2025年半年度报告》，目前半年度财务数据正在核算中。 ...

二、公司关注、核实情况的说明 针对公司股票交易异常波动，公司对有关事项进行了核查，现就相关情况说 明如下： 生较大影响的未公开重大信息。 大事项，或处于筹划阶段的重大事项。 证券代码：002721 证券简称：金一文化 公告编号：2025-033 北京金一文化发展股份有限公司 员在公司股票交易异常波动期间未买卖本公司股票。 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、股票交易异常波动的情况介绍 北京金一文化发展股份有限公司（以下简称"公司"、"本公司"）股票（证 券简称：金一文化；证券代码：002721）交易价格连续两个交易日内（2025 年 7 月 3 日、2025 年 7 月 4 日）日收盘价格涨跌幅偏离值累计超过+20％，根据深圳 证券交易所的有关规定，属于股票交易异常波动的情况。 关法律、法规的要求，真实、准确、及时、完整、公平地向投资者披露有可能影 响公司股票价格的重大信息，供投资者做出投资判断。受客观条件限制，公司无 法掌握股市变动的原因和趋势，公司提醒投资者注意股价波动及今后股市中可能 涉及的风险。 财务数据正在核算中，如经财务部门初步核算 ...

证券代码：002721 证券简称：金一文化 公告编号：2025-033 北京金一文化发展股份有限公司 关于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、股票交易异常波动的情况介绍 北京金一文化发展股份有限公司（以下简称"公司"、"本公司"）股票（证 券简称：金一文化；证券代码：002721）交易价格连续两个交易日内（2025 年 7 月 3 日、2025 年 7 月 4 日）日收盘价格涨跌幅偏离值累计超过+20％，根据深圳 证券交易所的有关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况的说明 针对公司股票交易异常波动，公司对有关事项进行了核查，现就相关情况说 明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、近期，公司未发现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。 3、近期，公司经营情况正常，内外部经营环境未发生重大变化。 4、公司、控股股东及实际控制人不存在关于本公司的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、经核查，公司控股股东、实际控制人以及公司董 ...

Group 1: Company Overview and Product Categories - The company, Beijing Jinyi Cultural Development Co., Ltd., operates the "Yuewang Jewelry" brand, which originated in 1901 and was acquired in 2015 [2] - The main product categories for gold jewelry in 2024 are jewelry ornaments (90.87% of revenue) and investment gold bars (8.66% of revenue) [2] - The gross profit margins for different product categories are approximately 28% for ancient gold, 32% for embedded products, and 26% for regular gold [2] Group 2: Pricing and Market Positioning - The pricing strategy varies by product; complex and artistic gold products typically use a fixed price model, while plain gold products are generally priced by weight [3] - The target market for ancient gold products is the mass and mid-to-high-end segments, with a focus on affordability and high cost-performance [3] - The company plans to expand its presence in core business districts and shopping centers to enhance brand positioning and attract high-net-worth customers [3] Group 3: Business Strategy and Future Plans - The company has completed bankruptcy restructuring and currently operates only direct stores, with no franchise operations [3] - Future plans include deepening brand storytelling and developing unique products that represent the brand's attributes, with a focus on quality over quantity in store expansion [3] - The financial technology business, acquired from Kaike Weishi, is projected to achieve net profits of 6.66 million yuan in 2025, 8.56 million yuan in 2026, and 7.56 million yuan in 2027 [3] Group 4: Stablecoin and International Expansion - The company is exploring stablecoin business opportunities and has technical reserves in this area, with a subsidiary in Hong Kong that has not yet launched any operations [3] - Future international business plans may be supported by the Hong Kong subsidiary if relevant opportunities arise [3]