每经AI快讯，9月2日，数字货币板块盘初下挫，中科金财、润和软件、小商品城、中油资本均跌超 4%，京北方、四方精创跌超3%。 （文章来源：每日经济新闻） ...

上述工商变更事项仅为股东自身信息变化，不涉及公司控股股东及实际控制 人的变更，不涉及公司与控股股东及际控制人之间的控制权结构及持股比例变化， 对公司治理及经营活动不构成影响。元道（温州）创业投资合伙企业（有限合伙） 将继续履行其在《首次公开发行股票招股说明书》中所作出的承诺。 特此公告。 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。 京北方信息技术股份有限公司（以下简称"公司"）于近日收到实际控制人 及控股股东之一致行动人和道（天津）企业管理合伙企业（有限合伙）的通知， 经温州市文成县市场监督管理局核准，其名称由"和道（天津）企业管理合伙企 业（有限合伙）"变更为"元道（温州）创业投资合伙企业（有限合伙）"，经 营场所由"天津自贸试验区（中心商务区）金昌道 637 号宝正大厦 15 层 G 区 已完成工商变更登记手续，并取得新换发的《营业执照》。 京北方信息技术股份有限公司董事会 证券代码：002987 证券简称：京北方 公告编号：2025-044 二〇二五年九月二日 京北方信息技术股份有限公司 ...

上述工商变更事项仅为股东自身信息变化，不涉及公司控股股东及实际控制 人的变更，不涉及公司与控股股东及际控制人之间的控制权结构及持股比例变化， 对公司治理及经营活动不构成影响。元道（温州）创业投资合伙企业（有限合伙） 将继续履行其在《首次公开发行股票招股说明书》中所作出的承诺。 证券代码：002987 证券简称：京北方 公告编号：2025-044 京北方信息技术股份有限公司 关于实际控制人及控股股东之一致行动人变更名称的公告 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。 京北方信息技术股份有限公司（以下简称"公司"）于近日收到实际控制人 及控股股东之一致行动人和道（天津）企业管理合伙企业（有限合伙）的通知， 经温州市文成县市场监督管理局核准，其名称由"和道（天津）企业管理合伙企 业（有限合伙）"变更为"元道（温州）创业投资合伙企业（有限合伙）"，经 营场所由"天津自贸试验区（中心商务区）金昌道 637 号宝正大厦 15 层 G 区 1502-013"变更为"浙江省温州市文成县玉壶镇上林社区 HQ1043 号"，该事项 已完成工商变更登记手续，并取得新换发的《营 ...

Company Overview - Jingbeifang Information Technology Co., Ltd. is located in Haidian District, Beijing, and was established on December 16, 2009. It was listed on May 7, 2020. The company primarily provides information technology services and business process outsourcing to financial institutions, mainly banks [2]. - The revenue composition of Jingbeifang includes: software development and services (33.73%), financial technology solutions (30.03%), smart customer service and precise marketing in consumer finance (19.58%), digital operation and services (13.95%), and AI and big data innovative products (2.71%) [2]. Financial Performance - For the first half of 2025, Jingbeifang achieved operating revenue of 2.361 billion yuan, representing a year-on-year growth of 5.22%. However, the net profit attributable to shareholders decreased by 0.91% to 119 million yuan [2]. - Since its A-share listing, Jingbeifang has distributed a total of 318 million yuan in dividends, with 261 million yuan distributed over the past three years [3]. Stock Market Activity - On September 1, Jingbeifang's stock price increased by 2.02%, reaching 25.23 yuan per share, with a trading volume of 537 million yuan and a turnover rate of 2.55%. The total market capitalization is 21.883 billion yuan [1]. - Year-to-date, Jingbeifang's stock price has risen by 152.65%, but it has seen a decline of 6.69% over the past five trading days. In the last 20 days, the stock price increased by 25.46%, and over the last 60 days, it rose by 72.57% [1]. - The company has appeared on the "Dragon and Tiger List" 10 times this year, with the most recent appearance on August 22, where it recorded a net purchase of 4.7231 million yuan [1]. Shareholder Information - As of August 20, the number of shareholders of Jingbeifang reached 115,900, an increase of 33.81% from the previous period. The average circulating shares per person decreased by 25.27% to 7,275 shares [2]. - Among the top ten circulating shareholders as of June 30, 2025, Hong Kong Central Clearing Limited is the fifth largest with 4.1497 million shares, a decrease of 1.3882 million shares from the previous period. Several ETFs have increased their holdings, while some funds have exited the top ten list [3].

这里是《21健讯Daily》，欢迎与21世纪经济报道新健康团队共同关注医药健康行业最新事件！政策动 向 广州"穗新保"新增60种创新药械和6家医院 8月28日，广州市医保局举办"穗新保"新增试点医院签约活动，6家试点商保公司与6家新增试点医疗机 构签署合作协议。广州快速推进"穗新保"扩容提质，全新升级"穗新保"保障范围，新增"60+6"的产品目 录及试点医院。 21点评："穗新保"作为全国首个同步涵盖"港澳药械通"及本地创新药械的商业保险，重点保障省、市创 新药械目录和"港澳药械通"内尚未纳入医保支付范围的产品费用，此前已纳入44种。 山东加强省级仿制药质量和疗效一致性评价补助资金管理 近日，山东省药监局、山东省财政厅联合印发《山东省省级仿制药质量和疗效一致性评价补助资金管理 办法和实施细则》，持续支持和激励山东省药品上市许可持有人开展仿制药一致性评价工作。《细则》 自2025年9月1日起施行，有效期至2027年8月31日。 8月29日，国家药监局官网显示，恒瑞医药（600276）申报的1类新药泽美妥司他片(商品名：艾瑞璟)获 批上市，为国内获批的首个国产EZH2抑制剂，适用于既往接受过至少1线系统性治疗的复 ...

Core Insights - Meinian Health has signed a framework agreement with Jingbeifang and Guofu Quantum to explore business opportunities in the digital asset RWA sector, aiming to innovate and upgrade the health industry [1][2] - The collaboration will utilize Meinian Health's asset rights from medical equipment, data assets, and emerging technologies to conduct digital rights confirmation and RWA tokenization [1][2] - The initial pilot will focus on the revenue rights of large medical equipment, with plans to expand to data authorization and AI asset rights, enhancing Meinian Health's transition from a "health check service provider" to a "medical data technology platform" [1][2] Company Overview - Meinian Health operates 576 health check centers nationwide, equipped with MRI and CT machines, establishing a solid asset base with clear ownership and stable revenue [2] - The company has served over 200 million people, with more than 25 million health check services projected for 2024, accumulating multimodal health data [2] - The partnership aims to leverage the technological and market resources of Guofu Quantum and Jingbeifang to enhance Meinian Health's data rights and asset liquidity, optimizing cash flow structures [2] Industry Context - The global RWA market is expanding rapidly, with leading service providers actively entering the RWA sector [2] - Jingbeifang and Guofu Quantum have launched an "RWA comprehensive solution" to facilitate the digitalization and compliance of various asset types, including those in the healthcare sector [3] - The collaboration with Meinian Health is part of a broader strategy to integrate financial innovation with digital asset management across multiple industries [3]

Group 1 - The core viewpoint of the article is that Meinian Health Industry Holdings Co., Ltd. has signed a framework agreement with Guofu Quantum Innovation Co., Ltd. and Jingbeifang Information Technology Co., Ltd. to explore business opportunities in the digital asset RWA field [1] - The collaboration aims to leverage each company's resources to explore new paradigms for releasing the value of data assets and equipment in the health and medical sector [1] - This partnership is expected to contribute to the upgrade and innovative development of the health industry [1]

Company Overview - Jingbeifang Information Technology Co., Ltd. is located in Haidian District, Beijing, and was established on December 16, 2009. The company went public on May 7, 2020. Its main business involves providing information technology services and business process outsourcing primarily to financial institutions, especially banks [2]. - The revenue composition of Jingbeifang includes: software development and services (33.73%), financial technology solutions (30.03%), smart customer service and precise marketing in consumer finance (19.58%), digital operation and services (13.95%), and AI and big data innovative products (2.71%) [2]. Financial Performance - For the first half of 2025, Jingbeifang achieved operating revenue of 2.361 billion yuan, representing a year-on-year growth of 5.22%. However, the net profit attributable to the parent company was 119 million yuan, a decrease of 0.91% year-on-year [2]. - Since its A-share listing, Jingbeifang has distributed a total of 318 million yuan in dividends, with 261 million yuan distributed over the past three years [3]. Stock Market Activity - On August 29, Jingbeifang's stock price decreased by 2.02%, closing at 24.79 yuan per share, with a trading volume of 1.313 billion yuan and a turnover rate of 6.14%. The total market capitalization stood at 21.502 billion yuan [1]. - Year-to-date, Jingbeifang's stock price has increased by 148.25%, but it has seen a decline of 8.86% over the past five trading days. In the last 20 days, the stock rose by 22.60%, and over the last 60 days, it increased by 67.95% [1]. - The company has appeared on the "Dragon and Tiger List" 10 times this year, with the most recent appearance on August 22, where it recorded a net purchase of 4.7231 million yuan [1]. Shareholder Information - As of August 20, Jingbeifang had 115,900 shareholders, an increase of 33.81% from the previous period. The average number of circulating shares per shareholder was 7,275, a decrease of 25.27% [2]. - Among the top ten circulating shareholders as of June 30, 2025, Hong Kong Central Clearing Limited held 4.1497 million shares, a decrease of 1.3882 million shares from the previous period. New entrants included several ETFs, while some funds exited the top ten list [3].

Macroeconomic Insights - The average import tax rate in the U.S. increased by 6.6 percentage points compared to the end of 2024, which is lower than market expectations[5] - If the average import tax rate rises by 10% this year, it could push the PCE year-on-year growth rate to 3.1% and the core PCE to 3.4% under stable demand conditions[7] Consumer and Business Impact - As of June, U.S. businesses bore approximately 63% of the tariff costs, while consumers accounted for less than 40%[6] - The consumer price sensitivity may lead businesses to absorb a significant portion of tariff costs, affecting pricing strategies[6] Durable Goods and Construction Sector - Domestic demand for construction remains weak, with steel and glass prices declining, while cement prices have rebounded due to enhanced production management[9] - Retail sales of passenger vehicles increased, with a year-on-year growth of 8% in daily sales from August 11 to August 17[10] Insurance Sector Performance - The insurance industry reported a total premium income of CNY 420.85 billion from January to July 2025, reflecting a year-on-year growth of 6.8%[14] - Life insurance premiums reached CNY 258.61 billion in July, marking a significant year-on-year increase of 33.5%[15] Steel Industry Outlook - China's crude steel production from January to July 2025 was 594 million tons, a decrease of 3.1% year-on-year, indicating a contraction in production capacity[25] - The steel industry is expected to stabilize in 2025 due to a combination of demand recovery and supply-side reductions[27]

Core Viewpoint - 京北方 has experienced significant stock price fluctuations, with a year-to-date increase of 145.84% and recent declines in the short term, indicating potential volatility in investor sentiment [1]. Company Overview - 京北方 Information Technology Co., Ltd. was established on December 16, 2009, and went public on May 7, 2020. The company primarily provides information technology services and business process outsourcing to financial institutions, particularly banks [2]. - The revenue composition of 京北方 includes: software development and services (33.73%), financial technology solutions (30.03%), smart customer service and precise marketing in consumer finance (19.58%), digital operation and services (13.95%), and AI and big data innovative products (2.71%) [2]. - 京北方 operates within the software development sector, focusing on vertical application software, and is associated with concepts such as cross-border payments, digital currency, blockchain, interconnected finance, and financial technology [2]. Financial Performance - For the first half of 2025, 京北方 reported revenue of 2.361 billion yuan, reflecting a year-on-year growth of 5.22%. However, the net profit attributable to shareholders decreased by 0.91% to 119 million yuan [2]. - Since its A-share listing, 京北方 has distributed a total of 318 million yuan in dividends, with 261 million yuan distributed over the past three years [2]. Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders of 京北方 include significant institutional investors, with notable changes in holdings. For instance, Hong Kong Central Clearing Limited reduced its stake by 1.3882 million shares, while Southern CSI 1000 ETF increased its holdings by 936,600 shares [3]. - New entrants among the top ten shareholders include 华夏中证1000ETF and 广发中证1000ETF, indicating a shift in institutional interest [3].