Core Viewpoint - The company, Jingbeifang (002987), has not yet established subsidiaries or branches in Hong Kong but has been actively involved in cross-border payment solutions for several years, assisting clients with SWIFT and CIPS system integration [1] Group 1 - The company has a rich experience in cross-border payment solutions, having participated in various projects such as the digital currency bridge project [1] - The company possesses a strong technical and talent reserve related to cross-border payment systems [1]

Group 1: Kede CNC - Kede CNC is focusing on humanoid robot technology, particularly in motion control technology adaptation and core component manufacturing applications [1] - The company has developed proprietary five-axis machining centers and linear motors to enhance precision and acceleration in manufacturing robot parts [1] - The demand for large aircraft in China is projected to require 8,278 new passenger aircraft from 2024 to 2043, significantly boosting the aviation manufacturing supply chain [1] - Kede CNC's products are applicable in manufacturing core components for large aircraft, including engines and structural parts, and the company has established partnerships with major aviation manufacturers [1] Group 2: Jingbeifang - Jingbeifang is focusing on stablecoin technology and its advantages in cross-border payments, emphasizing improved timeliness and reduced costs [2] - The company plans to enhance communication and collaboration with clients to explore the application of stablecoin technology in various business scenarios [2] - Jingbeifang aims to strengthen partnerships with both financial and non-financial institutions to expand business opportunities while adhering to regulatory requirements [2]

Summary of Conference Call Records Industry Overview - The conference call discusses the implications of stablecoins, digital currencies, and Real World Assets (RWA) within the context of the financial technology industry, particularly focusing on Hong Kong's regulatory environment and its strategic importance in global finance [1][2][3]. Key Points and Arguments 1. **Hong Kong's Stablecoin Legislation**: The legislation enhances Hong Kong's position as a global settlement network center, increasing the demand for digital currency payment settlements among financial institutions [1]. 2. **Cross-Border Payment Solutions**: Stablecoins address the pain points of cross-border payments and are part of efforts to move away from the SWIFT system, which has significant political and diplomatic implications [1][7]. 3. **Technological Preparedness**: The company has long-term reserves in blockchain, privacy computing, and smart contracts, positioning itself well for future stablecoin applications, especially in cross-platform integration and RWA commercialization [1][10]. 4. **Market Expansion**: The development of stablecoin policies will significantly expand the user base for digital currencies and RWAs, providing greater business opportunities for related enterprises [2]. 5. **Regulatory Developments**: Recent stablecoin regulations in the U.S. and Hong Kong have garnered significant attention, indicating a shift in the financial system that could enhance stability and international financial standing [3][4]. 6. **Collaboration with Financial Institutions**: The company plans to collaborate with local and Chinese banks, as well as internet platforms, leveraging its understanding of financial services and IT solutions to quickly implement applications [3][13]. 7. **Future of Digital Currency**: The company anticipates that stablecoins will have better application scenarios than previous digital currency iterations, particularly in financial innovation areas such as inclusive finance and asset securitization [10][21]. 8. **Role in Financial Innovation**: The company aims to provide compliant financial services while driving business growth through technological innovation in areas like big data, AI, and blockchain [21][22]. Additional Important Insights - **Impact of Global Events**: The ongoing geopolitical tensions, such as the Russia-Ukraine conflict, have highlighted the need for alternatives to SWIFT, further emphasizing the importance of stablecoins [7][8]. - **Digital Renminbi's Role**: The future of stablecoins in Hong Kong is expected to be closely tied to the offshore digital renminbi, which will play a crucial role in the de-dollarization and internationalization of the renminbi [9][10]. - **Technological and Regulatory Readiness**: The company has proactively engaged in technical preparations and discussions regarding business models and regulatory compliance, positioning itself favorably for the upcoming stablecoin applications [12][22]. - **Market Performance**: The company has shown strong performance in recent years, particularly in infrastructure development, indicating robust growth potential [23]. This summary encapsulates the critical insights from the conference call, highlighting the strategic positioning of the company within the evolving landscape of digital currencies and stablecoins.

京北方信息技术股份有限公司 投资者关系活动记录表 编号：2025-005 | | 特定对象调研 | 分析师会议 | | | | --- | --- | --- | --- | --- | | 投资者关系 | 媒体采访 | 业绩说明会 | | | | 活动类别 | 新闻发布会 | 路演活动 | | | | | 现场参观 | | | | | | 其他 电话会议 | | | | | | 被接待人员： | | | | | | 中信建投证券 | 荆树光 | 中信建投证券 | 张敏 | | | 中信证券 | 王盛乾 | 中泰证券 | 蒋丹 | | | 中金公司 | 魏鹳霏 | 中金公司 | 艾柯达 | | | 新华基金 | 蒋茜 | 正圆投资 | 张萍 | | | 五矿证券 | 陈俊燃 | 西部利得基金 | 陈杨 | | | 天弘基金 | 杨倩 | 五矿证券 | 王威 | | | 太平洋寿险资管 | 赖正建 | 同泰基金 | 杨伍 | | | 太平基金 | 史彦刚 | 泰康资管 | 劭文静 | | | 磐厚投资 | 胡建芳 | 鹏华基金 | 甘洋科 | | | 南华基金 | 蔡峰 | 农银人保 | 王鹏 ...

Group 1 - The focus is on the performance of the Xinchuang ETF fund (562030), which has seen a price drop of 1.89% amid market fluctuations, while financial IT and cross-border payment stocks remain active [1] - Notably, stocks like Langchao Software and Jingbeifang have risen over 5%, and Tianyang Technology has increased by more than 3% [1] - The Xinchuang ETF fund has experienced a continuous net inflow of funds for 10 days, totaling 116 million yuan [1] Group 2 - Hong Kong's Legislative Council has passed the Stablecoin Bill, establishing a licensing system for fiat-backed stablecoin issuers, marking a significant step in regulatory oversight of virtual assets [3] - The U.S. government is also advancing stablecoin legislation, with the Senate passing the GENIUS Act, aimed at providing federal regulation for dollar-pegged stablecoins [3] - Stablecoins are seen as a bridge between traditional finance and cryptocurrencies, offering potential for faster and cheaper transactions while reducing price volatility [3] Group 3 - The Xinchuang ETF fund and its linked funds are focused on the software development industry, tracking the Zhongzheng Xinchuang Index, which covers key areas of the Xinchuang industry chain [4] - The investment logic for the Xinchuang industry includes geopolitical factors, macroeconomic support for local procurement, technological advancements by domestic manufacturers, and the timing of procurement standards [4]

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午后 京北方、 中科金财涨停，此前 四方精创、 雄帝科技、 恒宝股份、 海联金汇等多股涨停， 拉卡 拉、 新国都、 优博讯、 飞天诚信、 创识科技等涨超10%。消息面上，香港立法会于5月21日正式三读 通过《稳定币条例草案》，受此消息刺激，港股数字货币概念股 众安在线午后涨幅扩大至36%，本月 累计上涨超90%。 ...

京北方（002987.SZ）深度报告 金融 AI 新范式下的破局者 2025 年 05 月 22 日 ➢ 国内领先的数智技术和金融科技服务商，深耕金融机构客户，迈向 AI+金融 的新时代。京北方围绕软件及 IT 解决方案和业务数字化运营两大主营业务，构 建了涵盖人工智能及大数据创新产品、金融科技解决方案、软件开发及服务、业 务数字化运营的完整业务体系；公司的主要客户结构相对稳定，覆盖银行、保险、 券商等十五类持牌金融机构。公司 2024 年实现营收 46.36 亿元，同比增长 9.29%，公司营收在 2017-2024 年维持稳健增长，复合增速达到 24%，同时公 司近年来维持 23%/8%左右的毛利率/净利率与 15%左右的期间费用率水平。 ➢ AI+人民币国际化+客户跃迁的三维聚变催化金融行业迈入新阶段。 AI+金融的裂变：金融机构加速部署 DeepSeek，低成本高性能 AI 模型显著降 低 AI+金融深度融合的门槛，AI 从效率工具迈向效能引擎，驱动智能风控、智能 运营、智能获客等不同业务板块的流程再造和效能增长。 人民币国际化进程加速：CIPS 和货币桥为代表的新兴跨境支付体系缩短了跨境 支付链路， ...

证券代码：002987 证券简称：京北方 公告编号：2025- 股东名称 任职情况 占总股本的比例 占总股本的比例 董事、副 赵龙虎 2,308,382 0.27% 529,200 0.061% 总经理 京北方信息技术股份有限公司 公司董事、副总经理赵龙虎先生、副总经理曹景广先生保证向本公司提供的 信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 曹景广 副总经理 282,240 0.03% 43,400 0.005% 二、减持计划的主要内容 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 京北方信息技术股份有限公司（以下简称"公司"）董事、副总经理赵龙虎 先生（持有2,308,382股，占公司总股本的0.27%）计划自本公告披露之日起十五 个交易日后的三个月内通过集中竞价交易方式减持其持有的公司股份不超过 股，占公司总股本的0.03%）计划自本公告披露之日起十五个交易日后的三个月 内通过集中竞价交易方式减持其持有的公司股份不超过43,400股，即不超过公司 总股本的0.005%。 公司于近日收到董事、副总经理赵龙虎先生及副总经理曹景广先生出具的 《股份减持计划告 ...

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