1月9日，楚天龙大宗交易成交11.24万股，成交额200.07万元，占当日总成交额的0.49%，成交价17.8 元，较市场收盘价20.06元折价11.27%。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2026-01-09 | 003040 | 楚天龙 | 17.80 | 11.24 | 200.07 | 方正证券股份有限 公司昆明三市街址 劳营业部 | 中信证券股份有限 公司江苏分公司 | ...

Core Viewpoint - The company is integrating advanced technologies such as large models, AI digital humans, and knowledge graphs to create a comprehensive product system that includes hardware, software, and services [1] Group 1: Project Details - The company has successfully won the bid for the 2025 Chongqing Social Bank cooperation intelligent scene construction project (Phase 1) [1] - The project includes AI social bank service integrated machines, digital human interaction terminals, and portable social security card issuing machines as part of its intelligent hardware offerings [1] Group 2: Service Offerings - The project will also feature intelligent assistants such as risk control rule assistants and work injury service consultation guides to support government and banking clients [1] - These offerings aim to facilitate a comprehensive digital transformation for clients across various sectors [1]

Group 1: Digital Currency Business - Chutianlong is a pioneer in the digital RMB ecosystem, providing integrated solutions covering user, acceptance, issuance, and system sides [1] - The company has established a comprehensive product matrix and service system, implementing numerous industry benchmark cases [1] - Focus on cross-border payment scenarios and operational services, leveraging blockchain and smart contract technologies [2] Group 2: AI Business Development - Chutianlong has integrated advanced technologies like large models and AI digital humans to create a complete product system [3] - Successfully won the Chongqing social banking cooperation project, which includes multiple modules such as AI service terminals and operational services [3] - By the end of 2025, the company has established benchmark cases in various locations, enhancing service efficiency for enterprises and the public [3] Group 3: Cross-Industry Applications - The company has accumulated a wealth of experience in digital security and services across finance, social security, communication, and transportation [4] - Developed the first interconnectable digital currency co-branded wallet in the transportation sector and implemented various digital currency applications in multiple cities [5] - Achieved precise fund distribution in the government sector through smart contracts [5] Group 4: Future Outlook - In 2026, the industry is at a critical juncture of digital transformation, presenting both opportunities and challenges [6] - Despite short-term performance pressures, the company remains confident in its technological capabilities and industry prospects [6] - Plans to focus on embedded security products, smart hardware, and software services, as well as digital RMB business, to enhance operational performance [6][7][8]

进一步统计，近3个月内该股累计发生33笔大宗交易，合计成交金额为1.01亿元。该股近5个交易日累计 下跌2.66%，主力资金合计净流出1.22亿元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月8日，楚天龙收涨1.49%，收盘价为19.78元，发生1笔大宗交易，合计成交量45万股，成交金额798.3 万元。 第1笔成交价格为17.74元，成交45.00万股，成交金额798.30万元，溢价率为-10.31%，买方营业部为中 信证券(山东)有限责任公司日照泰安路证券营业部，卖方营业部为中信证券股份有限公司江苏分公司。 ...

Core Viewpoint - Chutianlong's stock price has shown volatility with a year-to-date decline of 3.87% and a recent 5-day drop of 2.17%, while experiencing a 20-day increase of 6.71% [2] Group 1: Stock Performance - As of January 8, Chutianlong's stock price increased by 2.00% to reach 19.88 CNY per share, with a trading volume of 252 million CNY and a turnover rate of 2.80% [1] - The company has a total market capitalization of 9.167 billion CNY [1] - Year-to-date, the stock has decreased by 3.87%, with a 5-day decline of 2.17% and a 20-day increase of 6.71% [2] Group 2: Financial Performance - For the period from January to September 2025, Chutianlong reported a revenue of 685 million CNY, reflecting a year-on-year decrease of 1.52%, and a net profit attributable to shareholders of -43.97 million CNY, down 55.45% year-on-year [2] - Cumulatively, the company has distributed 231 million CNY in dividends since its A-share listing, with 167 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Chutianlong was 79,200, a decrease of 30.90% from the previous period, with an average of 5,770 circulating shares per shareholder, an increase of 44.72% [2] - The top ten circulating shareholders include notable entities such as Huabao Zhongzheng Financial Technology Theme ETF, which holds 3.8781 million shares, an increase of 1.8702 million shares from the previous period [3]

证券之星消息，根据天眼查APP-财产线索数据整理，根据中国邮政集团有限公司武汉市分公司1月5日 发布的《中国邮政集团有限公司武汉市分公司【便携式社保卡制卡机购置项目】中标候选人公示》内容 显示，楚天龙股份有限公司中标，详情如下： 标题：中国邮政集团有限公司武汉市分公司【便携式社保卡制卡机购置项目】中标候选人公示 通过天眼查大数据分析，楚天龙股份有限公司共对外投资了9家企业，参与招投标项目679次；财产线索 方面有商标信息170条，专利信息278条，著作权信息39条；此外企业还拥有行政许可79个。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 采购方：中国邮政集团有限公司武汉市分公司 供应商：楚天龙股份有限公司 中标金额：478400.0,478400.00 地区：湖北省 发布日期：2026-01-05 ...

Group 1 - China Software (600536) is a leading enterprise in electronic government and cybersecurity, aligning with the national "Digital China" strategy, focusing on the core scenarios of e-ID in government services [1][25] - The company has developed a foundational platform for electronic identity authentication, enabling seamless data communication between e-ID and various government systems such as social security and taxation [1][25] - It has participated in the formulation of national electronic government informatization standards and is adapting to upcoming national security standards for e-ID, providing technical support for standardized access [1][25] Group 2 - Newland (000997) has over 20 years of experience in identity recognition technology and is a benchmark enterprise in e-ID hardware and core technology development [2][26] - The company has developed a secure QR code system for online and offline verification of e-IDs, significantly improving efficiency in high-frequency scenarios like hotel check-ins [2][26] - Newland is integrating multi-modal recognition technologies and blockchain anti-counterfeiting technology to expand the application of e-IDs in various sectors [2][26] Group 3 - Aerospace Information (600271) is a key player in the e-ID field, having participated in the development of critical identity documents and systems [3][27] - The company is leveraging its market channels to integrate e-IDs with tax, social security, and military sectors, simplifying processes significantly [3][27] - It is incorporating AI and big data technologies into e-ID applications for dynamic risk assessment and anomaly detection [3][27] Group 4 - Qiming Star (002439) focuses on the full-process security protection of e-IDs and has developed a comprehensive security system to prevent identity theft and information breaches [4][29] - The company has adapted its security products to comply with upcoming national standards and provides customized security solutions for sensitive sectors like finance and government [4][29] - Qiming Star is expanding its solutions into industrial internet and vehicle networking, addressing identity authentication challenges in IoT devices [4][29] Group 5 - Hengbao Co., Ltd. (002104) has been deeply involved in the e-ID sector for years, focusing on data security and identity authentication solutions [5][30] - The company is integrating blockchain technology with digital identity to create a trustworthy storage and traceability system for e-IDs [5][30] - Hengbao is also exploring applications of digital currency in conjunction with e-IDs, enhancing service models that combine identity and payment [5][30] Group 6 - Nanwei Software (603636) is a leading provider of smart policing and government information solutions, with a focus on e-licenses including e-IDs [6][31] - The company has developed a system that enables interoperability between e-IDs and other government licenses, facilitating quick verification processes [6][31] - It is actively upgrading its e-ID verification terminals to support features for the elderly, enhancing accessibility [6][31] Group 7 - Digital Certification (300579) is a core support enterprise in the e-ID security certification field, providing essential cryptographic products for the CTID platform [7][33] - The company has participated in the formulation of national identity authentication standards, ensuring compliance with data protection laws [7][33] - Digital Certification is expanding its services to include cross-border digital identity authentication, aligning with international trade facilitation needs [7][33] Group 8 - Shen Si Electronics (300479) is a leader in the offline identity authentication terminal market, focusing on multi-modal biometric recognition technologies [8][34] - The company has developed a terminal that supports multiple verification modes, significantly improving service efficiency in high-frequency scenarios [8][34] - Shen Si Electronics is actively participating in the construction of a "10-minute government service circle," enhancing its market penetration [8][34]

Group 1 - The digital currency industry is experiencing a positive surge, with related stocks in the A-share market collectively rising, including notable gains from companies like Cuiwei Co., Ltd. and Digital Certification [1] - The People's Bank of China announced the implementation of a new action plan for the digital renminbi, set to launch on January 1, 2026, marking a transition from digital cash to digital deposit money [2][3] - The action plan aims to reshape the monetary attributes and operational logic of the digital renminbi, enhancing its role in the financial ecosystem and encouraging banks to actively participate in its development [2][3] Group 2 - The action plan is expected to provide financial institutions with innovative tools and business models, improving payment services and expanding applications in cross-border trade and supply chain finance [3] - The digital renminbi is anticipated to reduce transaction costs and improve operational efficiency for businesses, particularly benefiting small and micro enterprises [3] - Over 50 companies in the A-share market are already engaged in digital renminbi-related businesses, primarily in the computer, communication, and electronics sectors, presenting long-term investment opportunities driven by policy and industry implementation [3]

Group 1 - The cross-border payment and digital currency sectors showed active performance at the beginning of trading, with Cuiwei Co., Ltd. hitting the daily limit [1] - Feitian Integrity and Lakala both rose over 4%, indicating strong investor interest in these companies [1] - Other companies such as Jingbeifang, Sifang Jichuang, and Chutianlong also experienced upward movement, reflecting a broader trend in the sector [1]

Summary of Conference Call on Digital RMB and Related Companies Industry Overview - The conference call discusses the development and implications of Digital RMB, highlighting its transition from digital cash to digital deposit currency, which is expected to enhance user willingness to adopt it. By the end of November 2025, the cumulative transaction amount is projected to reach 17 trillion yuan, with 230 million wallets created, indicating strong governmental support for its promotion [1][2]. Key Points and Arguments 1. **Digital RMB Implementation**: A new management service system and financial infrastructure for Digital RMB will be officially implemented on January 1, 2026. This includes a significant change where wallet balances will earn interest like demand deposits, marking a shift to a digital deposit currency era [2][4]. 2. **Impact on Payment Service Providers**: Companies like Newland, Newland, Lakala, and Lianlian Technology are expected to benefit from the Digital RMB ecosystem, particularly in domestic acquiring and cross-border payment sectors. They will need to manage wallets, build payment platforms, and upgrade financial equipment [1][4][6]. 3. **Bank IT System Development**: IT system construction companies such as Sifang Jichuang, Xincheng Technology, Jingbeifang, Yuxin Technology, and Changliang Technology will participate in the necessary system upgrades for operational institutions, including clearing and settlement systems, leading to new order increments [1][4][6]. 4. **Stablecoins vs. Digital RMB**: While stablecoins and Digital RMB share technological similarities, they differ in policy environments. The Chinese government is focused on promoting Digital RMB to replace cash and enhance efficiency, while stablecoin development is still ongoing in regions like Hong Kong [1][4]. 5. **Long-term Investment Opportunities**: The Digital RMB sector presents high cost-effectiveness, with recommendations to focus on companies in bank IT systems, financial equipment, hardware wallets, and the acquiring and cross-border payment sectors, such as Sifang Jichuang, Guodian Yuntong, and Newland [3][9]. Additional Important Insights - **Cross-Border Payment Trends**: The acquiring industry is shifting towards cross-border payments and AI applications. Newland has launched cross-border payment services in Southeast Asia and is applying for licenses in the U.S. and Hong Kong, indicating significant growth potential [3][7]. - **Company Developments**: Newland is collaborating with Alibaba Cloud to develop a specialized model for the payment industry, while Newland has established a sub-brand, Pay Car, focusing on cross-border and overseas acquiring services. Lakala is expanding its cross-border payment business through acquisitions and has achieved substantial transaction volumes in regions like Singapore and Japan [7][8]. - **Future Demand for IT Systems**: The promotion of Digital RMB will create new business opportunities for bank IT system providers, as many financial institutions will need to upgrade their systems to accommodate the new digital currency [6][9]. This summary encapsulates the key insights from the conference call regarding the Digital RMB and its implications for various industries and companies involved in its ecosystem.