风险提示：股市有风险，投资需谨慎。（本内容由AI生成，仅供参考，不构成投资建议。） 消息面上，京北方宣布出任香港数字资产上市公司联合会副会长单位。公司作为A股独家金融科技厂商 出席联合会成立大会，并与参会企业就数字资产行业开展交流。 资金流向数据显示，京北方当日主力资金净流出6447.51万元，占流通市值的0.31%。近五个交易日主力 资金累计净流入4.37亿元，占流通市值的2.07%。 截至2025年8月27日收盘，京北方股价报25.06元，较前一交易日下跌2.57%。当日成交量为739299手， 成交金额达18.90亿元。 京北方属于软件开发行业，公司主营业务为金融科技服务。据公开信息显示，公司总市值为217.36亿 元，流通市值211.37亿元。 ...

Core Insights - The establishment of the "Hong Kong Digital Asset Listed Companies Association" marks a significant step in promoting digital assets in Hong Kong, with participation from over 80 listed companies and financial institutions [1][2] - The Hong Kong government is committed to fostering innovation in financial technology, with over 1,100 fintech companies operating in the region and a 15% annual growth rate [1][2] Group 1: Government Initiatives - The Hong Kong government plans to regularize the issuance of green bonds and explore tokenization applications in various sectors, including renewable energy [2] - A funding program has been launched to support projects with commercial potential, offering up to HKD 500,000 for tokenization certification and commercialization [2] Group 2: Participating Companies - A list of participating companies includes notable H-shares such as Guofu Quantum, China New Economy Investment, and Huya Capital, among others [3] - A-share participants include Zhaoxin Co. and Jingbeifang, while US-listed companies include Galaxy Digital and Amber [4]

Group 1 - The Hong Kong Digital Asset Listed Companies Association (HKVALA) was established, with Jingbeifang serving as a vice president unit [1] - The association brings together representatives from various sectors including listed companies in digital assets, licensed financial institutions, and blockchain solution providers [1] - Jingbeifang is advancing a strategic partnership with Guofu Quantum, focusing on the launch of the "RWA Comprehensive Solution" and engaging with multiple domestic listed companies for business agreements [3] Group 2 - Jingbeifang aims to build a global leading digital economy ecosystem through collaboration with association members and partners [3] - The company plans to enhance cooperation with overseas partners while continuing to serve large Chinese financial institutions [3] - Jingbeifang is set to participate in international financial market transformations driven by stablecoins and digital assets, focusing on IT infrastructure and innovative financial business scenarios [3]

Core Viewpoint - The collaboration between Chengdu Berry Genomics Co., Ltd. and its partners aims to drive innovation in medical technology and industry upgrades through digital assetization, exploring RWA applications to reshape the global gene diagnostic asset value chain and maximize asset value [1][2]. Group 1: Company Overview - Berry Genomics focuses on technological innovation to advance precision medicine, utilizing high-throughput sequencing technology to create solutions across various fields, including reproductive health and genetic disease testing [2]. - The company has pioneered the clinical transformation of third-generation HiFi sequencing technology and has successfully launched multiple products, establishing a strong technological moat [2]. Group 2: Collaboration Details - The partners plan to use the stable revenue from Berry Genomics' third-generation HiFi sequencing production line and the technical service income from the GENOisi™ intelligent system as underlying assets for digital rights exploration and RWA tokenization [4]. - The project aims to quantify the value of the GENOisi™ intelligent system as a new type of digital asset, accelerating the integration of technology and capital, thereby injecting new momentum into the sustainable development of precision medicine [4]. Group 3: Future Directions - This collaboration represents a critical step in the digitalization of healthcare assets, standardizing data rights in the medical health sector and enhancing the quantification and circulation of new digital assets like AI intelligent systems [5]. - The company intends to deepen technical and resource collaboration with partners, actively exploring more digital paths for medical assets, contributing to the popularization of precision medicine, data value extraction, and the upgrade of the global healthcare ecosystem [5].

京北方信息技术股份有限公司与国富量子创新有限公司 正式签署战略合作协议。双方将凭借各自在资本市场和金融 科技领域的资源禀赋，聚焦虚拟资产及数字货币业务展开深 度合作，共同推动金融场景和金融科技的融合创新发展。这 一协议的签署，标志着京北方正式启动出海战略，借政策东 风之势，以中国香港为跳板，稳步迈向全球金融科技和数字 化转型的广阔蓝海。京北方和国富量子的此次战略合作将围 绕 IT 技术应用创新、虚拟资产及稳定币生态圈合作创新、金 融业务创新三个层面展开。 ► 区块链技术融合金融业务，创新应用驱动效能提升 京北方在区块链与金融融合领域取得实质性进展，其自 主研发的区块链公共服务平台集成分布式账本、加密算法及 智能合约等核心模块，为供应链金融、跨境支付和票据管理 等场景提供安全高效的基础设施支持，并凭借"基于区块链 的票据管理方法"等专利构建技术壁垒。在数字货币领域， 公司依托数字人民币及多边央行数字货币桥项目积累，具备 向稳定币领域快速迁移的技术能力，支撑金融机构合规创 新，助力跨境支付体系重构。 证券研究报告|公司动态报告 [Table_Date] 2025 年 08 月 26 日 [Table_Title] ...

京北方今日上涨7.34%，全天换手率20.05%，成交额43.99亿元，振幅16.95%。龙虎榜数据显示，深股通 净卖出5448.52万元，营业部席位合计净买入5920.84万元。 深交所公开信息显示，当日该股因日振幅值达16.95%上榜，深股通净卖出5448.52万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 16385.59 | 21834.11 | | 买二 | 中信证券股份有限公司浙江分公司 | 14338.51 | 2579.93 | | 买三 | 华泰证券股份有限公司岳阳岳阳大道证券营业部 | 7464.09 | 34.92 | | 买四 | 中国国际金融股份有限公司上海分公司 | 5962.09 | 217.69 | | 买五 | 东方财富证券股份有限公司昌都两江大道证券营业部 | 5836.64 | 1804.73 | | 卖一 | 深股通专用 | 16385.59 | 21834.11 | | 卖二 | 开源证券股份有限公司西安西大街证券营业部 | 153.34 | 70 ...

金融界消息 截至2025年8月22日收盘，京北方（002987）报收于27.2元，上涨7.34%，换手率20.05%， 成交量169.14万手，成交金额43.99亿元。 通过天眼查大数据分析，京北方信息技术股份有限公司共对外投资了7家企业，参与招投标项目5000 次，知识产权方面有商标信息2条，专利信息57条，此外企业还拥有行政许可18个。 资金流向方面，今日主力资金净流入1.40亿元，占比成交额3.19%。其中，超大单净流入1.84亿元、占 成交额4.17%，大单净流出4327.10万元、占成交额0.98%，中单净流出流出9278.80万元、占成交额 2.11%，小单净流出4747.06万元、占成交额1.08%。 京北方最新一期业绩显示，截至2025中报，公司营业总收入23.61亿元、同比增长5.22%，归属净利润 1.19亿元，同比减少0.91%，扣非净利润1.10亿元，同比减少6.64%，流动比率4.242、速动比率4.171、 资产负债率20.49%。 天眼查商业履历信息显示，京北方信息技术股份有限公司，成立于2009年，位于北京市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本86735 ...

Core Viewpoint - The financial technology sector is experiencing significant growth, with the Huaxia Financial Technology ETF (516100) showing strong performance and attracting substantial capital inflows [3] Group 1: Market Performance - On August 22, major indices surged, with the Shanghai Composite Index breaking through 3800 points, driven by the chip sector [3] - The Huaxia Financial Technology ETF (516100) saw a 2.26% increase, with a cumulative rise of 10.87% over the past week, leading its sector [3] - The ETF has recorded a total capital inflow of 220 million yuan over the past four days [3] Group 2: Historical Performance of Huaxia Financial Technology ETF - Since its inception, the ETF's highest single-month return was 55.18%, with the longest consecutive monthly gains being three months and a maximum cumulative increase of 110.62% [3] - The average monthly return during rising months is 9.77%, and the annual profit percentage stands at 66.67% [3] - The probability of profitability over a three-year holding period is 80.37% [3] - Over the past six months, the ETF has outperformed its benchmark with an annualized return of 2.35%, ranking in the top third among comparable funds [3] Group 3: Top Holdings - The ETF closely tracks the CSI Financial Technology Theme Index, with the top ten weighted stocks accounting for 51.26% of the index [3] - The top ten stocks include Dongfang Wealth, Tonghuashun, Hengsheng Electronics, Runhe Software, and others, with varying weightings [5]

2025年1月-6月，京北方实现营业收入23.61亿元，同比增长5.22%；归属净利润1.19亿元，同比减少 0.91%。 资料显示，京北方信息技术股份有限公司位于北京市海淀区西三环北路25号7层，公司专注于为客户提 供全面的软件与信息技术解决方案，涵盖人工智能、大数据、区块链等前沿科技，致力于数字化转型和 科技创新。公司拥有32项国家专利、260余项软件著作权，已完成670余项信创认证，服务涵盖软件开 发、测试、运维等多个领域，且通过多项行业权威认证，展现出强大的技术研发和服务能力。 截至8月8日，京北方股东户数8.66万，人均流通股9735股。 8月22日，京北方盘中9.98%涨停，截至13:29，报27.87元/股，成交35.96亿元，换手率16.57%，总市值 241.73亿元。 ...

Core Viewpoint - The company has completed the cancellation of 46 stock options from its 2023 stock option and restricted stock incentive plan, which were not exercised by the designated incentive recipient within the first exercise period [2][15]. Group 1: Stock Option and Incentive Plan Overview - The company held a board meeting on July 10, 2023, to approve the draft of the 2023 stock option and restricted stock incentive plan, along with related management methods [4]. - The company completed the first grant registration of stock options, totaling 5,757,384 options, on September 14, 2023 [6]. - The first grant registration of restricted stock, totaling 420,000 shares, was completed on October 10, 2023 [7]. Group 2: Cancellation of Stock Options - The cancellation of the stock options was due to the expiration of the first exercise period, which ended on July 25, 2025, for the options that were not exercised [14]. - The company has completed the cancellation procedures with the Shenzhen branch of China Securities Depository and Clearing Co., Ltd. [15]. - The cancellation of these stock options is in compliance with relevant regulations and will not adversely affect the company's financial status or the ongoing implementation of the incentive plan [16].