Core Insights - The company is focused on long-term development in the field of social data services, leveraging its experience in social security card and human resources operations to create a data operation ecosystem centered around people [1][4] - The company is actively collaborating with local governments and enterprises to enhance data asset management and has signed contracts for data service operations with Guangzhou Data Exchange [1][4] - In the AI application sector, the company is developing AI Agents for key areas such as government services, employment, and public welfare, achieving significant improvements in service efficiency [2][4] Data Operations and Collaborations - The company has established partnerships with multiple data exchanges to build data service zones, facilitating the assetization of data and its lifecycle management [1] - It is a member of a consortium for comprehensive data asset management in Guangxi, promoting standardization and regulation of local data assets [1] - The company is involved in drafting cross-border data management standards and has achieved ISO 55013 certification for data asset management, enhancing its data management capabilities [1] AI Applications and Innovations - The company has developed a vertical government model that incorporates service data from over 100 cities, aiming to create a "digital civil servant" model for intelligent interactions in various public service scenarios [2] - In Dongguan, the company upgraded the local social security system to a new intelligent customer service model, achieving an accuracy rate of over 97% in government Q&A [2] - The company is exploring innovative applications of digital currency in public welfare, having completed a sample card for a digital RMB hardware wallet [2] Future Outlook - The company plans to strengthen the synergy between AI government services and data operations, further exploring applications of RWA and digital RMB to enhance public service efficiency [3][4] - It aims to collaborate with local governments and industry partners to integrate public data and services, creating a new paradigm for intelligent public services [3][4]

Core Insights - The company, Desheng Technology, focuses on social security and livelihood services, leveraging AI technology to enhance efficiency and reduce costs in key areas such as employment, medical services, and government affairs [1][2] - Desheng Technology has established a grassroots service network through its "social security card + employment + government" model, which has begun to show initial commercial viability [2] - The company has achieved significant milestones, including the world's first ISO55013 data asset management certification and winning a major project for the operation of the Guangzhou Data Exchange [3] Group 1 - Desheng Technology has been dedicated to social security and livelihood services for over 20 years, aiming to connect government services with individual needs through social security cards [1] - The company operates in approximately 200 cities, providing services that include employment and medical assistance, and has established a comprehensive ecosystem [1][2] - The company is actively helping local governments and enterprises to develop data asset packages, utilizing data accumulated from social security services to create marketable digital assets [2] Group 2 - Desheng Technology's data operations have been recognized, with the company acting as a certified data broker for major data exchanges, assisting governments in unlocking data value [3] - The company has successfully facilitated data financing for enterprises, exemplified by a project that provided a heating company in Beijing with a credit increase of 20 million yuan [2][3] - The company is positioned to integrate data operations with technology and infrastructure, enhancing its service offerings and market presence [3]

Group 1: Data Operations and RWA - The company has a strong position in data operations, leveraging its role as a certified data broker to assist governments in developing data value and promoting data monetization [3] - Collaboration with local governments and enterprises is key, focusing on county-level data asset operations, with signed projects like the Guangzhou Data Exchange service area [3] - The company aims to enhance its data operations by integrating with potential industries and licensed partners [3] Group 2: Digital Currency and Financial Technology - The company is actively involved in the application of digital RMB, having completed the first sample card loaded with a digital RMB hardware wallet [4] - It has participated in national subsidy and pension distribution efforts, aiming to combine traditional business with new technologies [5] - The company has received the first global ISO 55013 certification for data asset management, indicating its capability in managing data assets [5] Group 3: AI and Government Services - The company has developed a vertical government AI model, accumulating service data from over 100 cities, enhancing the accuracy of government-related inquiries to over 97% [6] - It is focusing on a "light asset" model for computational power, collaborating with specialized computing firms to optimize its product and application advantages [6] Group 4: Team Empowerment and Business Transformation - The company is enhancing team capabilities through an "internal and external dual-drive" strategy, restructuring internally while collaborating with capable B-end partners [6]

A股数字货币概念走势分化，德生科技封板涨停，楚天龙、古鳌科技、三未信安均涨超7%，中科金财 跌近9%，京北方跌超8%，长亮科技跌超7%。 ...

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]

Core Viewpoint - The electronic ID concept sector has shown a positive performance with a 0.90% increase, ranking fifth among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Stock Performance - Within the electronic ID concept sector, 21 stocks experienced gains, with DeSheng Technology and Jingbei Fang hitting the daily limit up, while Zhengyuan Wisdom, Shangji Technology, and Nanwei Software also saw notable increases of 8.57%, 5.92%, and 5.91% respectively [1]. - The stocks with the largest declines included *ST Jinglun, Guoxin Technology, and Dongxin HePing, which fell by 3.92%, 2.26%, and 2.23% respectively [1]. Group 2: Capital Flow - The electronic ID concept sector attracted a net inflow of 784 million yuan from main funds, with 25 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2]. - Jingbei Fang led the net inflow with 247 million yuan, followed by DeSheng Technology, Nanwei Software, and XinGuoDu with net inflows of 221 million yuan, 172 million yuan, and 120 million yuan respectively [2]. Group 3: Capital Inflow Ratios - DeSheng Technology, Nanwei Software, and Zhongke Jiangnan had the highest net inflow ratios at 31.21%, 17.66%, and 9.07% respectively [3]. - The electronic ID concept capital inflow rankings showed that Jingbei Fang had a daily turnover rate of 15.16% and a price increase of 10.01%, while DeSheng Technology had a turnover rate of 20.73% and a price increase of 10.02% [3][4].

Core Viewpoint - The mobile payment sector has shown a positive trend with a 0.82% increase, ranking sixth among concept sectors, indicating a growing interest and investment in this area [1][2]. Group 1: Market Performance - As of July 4, the mobile payment concept saw 48 stocks rise, with notable performers including Jin Yi Culture, Xinya Da, and Desheng Technology reaching their daily limit up [1]. - The top gainers in the mobile payment sector included Changliang Technology, which increased by 13.31%, followed by Zhengyuan Wisdom at 8.57%, and Chuangshi Technology at 6.94% [1][2]. - Conversely, the sector also experienced declines, with Yunnei Power, Boshi Jie, and Guanghong Technology falling by 4.70%, 3.13%, and 2.79% respectively [1]. Group 2: Capital Flow - The mobile payment sector attracted a net inflow of 1.995 billion yuan, with 55 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow [2]. - Changliang Technology led the net inflow with 425 million yuan, followed by Xinya Da, Jingbeifang, and Desheng Technology with net inflows of 353 million yuan, 247 million yuan, and 221 million yuan respectively [2][3]. - In terms of net inflow ratio, Desheng Technology, Xinya Da, and Hemei Group had the highest ratios at 31.21%, 17.66%, and 15.52% respectively [3]. Group 3: Stock Performance Metrics - The top stocks in the mobile payment sector based on daily performance included Changliang Technology with a 13.31% increase and a turnover rate of 31.83%, and Xinya Da with a 10.03% increase and a turnover rate of 24.29% [3]. - Other notable stocks included Jingbeifang with a 10.01% increase and a turnover rate of 15.16%, and Desheng Technology with a 10.02% increase and a turnover rate of 20.73% [3].

Group 1: Digital Rights Confirmation Sector Performance - The digital rights confirmation sector showed active performance on July 4, with stocks like Tianyi Ma (301178) and Nanwei Software (603636) rising over 5% [1] - The demand for data trading is increasing as the digital economy grows, making data rights confirmation essential for establishing trust in data transactions [1] Group 2: Importance of Data Rights Confirmation - Data rights confirmation clarifies the ownership and usage rules of data, preventing fraud in stablecoin transactions and protecting investors' rights [2] - The process enhances transparency in the issuance, circulation, and trading of stablecoins, allowing investors to make informed decisions [2] Group 3: Industry Outlook and Company Insights - According to Chuan Cai Securities, the rapid development of digital technology has significantly improved production and service efficiency for data-intensive enterprises, leading to higher valuations [2] - Data rights confirmation is fundamental to data assetization, and despite being in an exploratory phase, the industry has broad development prospects as property rights protection improves [2] Group 4: Key Companies in Data Rights Confirmation - Zhongke Jincai (002657) is integrating privacy computing with alliance chain technology to create a comprehensive solution for data rights confirmation, storage, interaction, and circulation [2] - Desheng Technology (002908) has developed a self-researched product "Desheng Zhengshu Tong," establishing standard technical specifications in the field of government big data [2] - Tianyi Ma has developed a data middle platform based on big data technology, enabling applications like data lakes and data warehouses [3] - Nanwei Software is a leader in blockchain "digital government," with its blockchain electronic certificate included in the National Cyberspace Administration's product directory [3] - Digital Certification (300579) combines cryptography with identity to provide data encryption, secure storage, and transmission, creating a comprehensive data security protection system [3] - Kelong Software (300663) has a subsidiary, Dalu Cloud Shield, focusing on judicial preservation and evidence confirmation within the realm of digital rights confirmation [3] - Deep Sanda A has established a joint research institute with Tsinghua University to address challenges in data rights confirmation, pricing, measurement, and security [3] - Annie Co., Ltd. (002235) developed a copyright information search engine, "Copyright Encyclopedia," to meet client needs for one-stop copyright information searches [3]

Group 1 - The core event is the successful hosting of a recruitment fair for the third-generation semiconductor industry park in Zhongguancun (Shunyi) as part of the 2025 recruitment initiative [1] - Desheng Technology (002908) utilized a dual-engine approach of "live streaming for recruitment + AI intelligent services" to enhance communication between companies and job seekers, achieving significant results [1][2] - The company has organized 14 live streaming recruitment events, attracting over 330,000 viewers and generating 67,000 video views, with a peak online attendance of 19,000 and 1,034 resumes collected [1] Group 2 - Desheng Technology has implemented an innovative recruitment model called "walking broadcast exploration," allowing online audiences to virtually tour recruitment fairs and understand job roles and company culture [2] - The company offers skill training and resume optimization through "micro-classes," enhancing job seekers' competitiveness and creating a "zero-distance employment service" model [2] - The "Shunyi Employment Assistant" provides one-on-one support, having served over 2,500 companies and 3,900 job seekers with more than 29,000 comprehensive services, leading to over 400 successful job placements [2] Group 3 - Desheng Technology's digital employment operation services have reached a scalable application stage in Shunyi District, indicating maturity in technology implementation and operational systems in Beijing's employment service sector [3] - The company plans to continue focusing on operations and AI empowerment to further optimize the entire service process, contributing to high-quality and full employment [3]

Group 1 - The company is deeply involved in the construction and operation of the Guangzhou Data Exchange (Tianhe) service area, providing operational support to create a data element aggregation hub for the government [1][4] - The Tianhe service area is set to officially open in July 2024, establishing a closed-loop system that integrates data services, product incubation, enterprise cultivation, and ecosystem development, contributing to the region's digital economy [1] - The company has received the ISO 55013 Data Asset Management System certification from SGS, enabling it to provide standardized data asset registration services, helping enterprises like Beijing Xincheng Thermal Power Co., Ltd. to realize data asset value and improve operational efficiency [1] Group 2 - The Guangzhou Tianhe Data Trading Platform, in which the company is actively involved, has achieved a cumulative transaction amount exceeding 1.3 billion (13亿), accounting for over 50% of the total in Guangzhou [2] - The company has nurtured 248 data element enterprises in Tianhe District and listed 452 trading items, creating a strong industrial driving effect [2] - The company is also focusing on digital RMB initiatives, collaborating with Postal Savings Bank of Beijing to complete the first card sample integrating digital RMB hardware wallet and signing a cooperation agreement to explore application scenarios for digital RMB [2]