Core Viewpoint - The digital renminbi concept stocks surged on December 29, with the fintech sector rising 1% despite market conditions, driven by the announcement of a new digital renminbi framework set to launch in 2026 [1][3][7]. Market Performance - The fintech sector saw significant gains, with Lakala leading the charge with over a 12% increase, followed by Cuvi Co. hitting the daily limit, and several other stocks rising over 3% [1][4]. - The fintech ETF (159851) experienced a 1.08% increase, with trading volume nearing 500 million yuan, indicating strong market interest [1][4]. Digital Renminbi Developments - A new digital renminbi measurement framework and management system will officially start on January 1, 2026, as part of efforts to expand the cross-border use of the renminbi [3][7]. - The West Land-Sea New Channel is expected to enhance the international logistics network and facilitate the broader use of the renminbi, presenting new opportunities for the digital currency [3][7]. Future Outlook - The fintech sector is poised for growth due to multiple positive factors, including record trading volumes in A-shares and the increasing integration of AI in financial services, which is expected to enhance product value and industry barriers [3][7]. - The current valuation of the CSI Fintech Theme Index is at a near six-month low, suggesting potential for upward movement as market activity remains high and new trends like AI finance and digital renminbi gain traction [3][7]. Investment Recommendations - Investors are encouraged to focus on the fintech ETF (159851) and its associated funds, which cover a wide range of sectors including internet brokerage, financial IT, cross-border payments, and AI applications [4][8]. - The fintech ETF has demonstrated strong liquidity, averaging 800 million yuan in daily trading over the past six months, making it a leading choice among similar ETFs [4][8].

12月29日，楚天龙大宗交易成交74.72万股，成交额1300.89万元，占当日总成交额的1.34%，成交价 17.41元，较市场收盘价20.15元折价13.6%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 | 成交全额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (万股/万份) | | | | | 2025-12-29 | 003040 | 楚天龙 | 17.41 | 11.50 | 200.22 | 机构专用 | 中信证券股份有限 | | | | | | | | | 公司江苏分公司 | | 2025-12-29 | 003040 | 楚天龙 | 17.41 | 34.50 | 600.65 | 机构专用 | 中信证券股份有限 | | | | | | | | | 公司江苏分公司 | | 2025-12-29 | 003040 | 楚天龙 | 17.41 | 28.72 | 500.02 | 机构专用 | 中信证券股份有限 | | | | | | | | ...

Group 1 - The financial technology sector experienced a significant surge, with notable stocks like Lakala rising over 12% and others such as Cuiwei Co. hitting the daily limit [1][5] - The financial technology ETF (159851) showed strong performance, increasing by over 1% and achieving a transaction volume exceeding 300 million yuan [1][5] - The People's Bank of China has introduced an action plan to enhance the management and service system for digital RMB, with a new framework set to be implemented on January 1, 2026 [6][7] Group 2 - As of November 2025, digital RMB has processed 3.48 billion transactions, amounting to 16.7 trillion yuan, with 230 million personal wallets opened through the digital RMB app [3][7] - The financial technology sector is benefiting from multiple positive factors, including record trading volumes and the integration of AI into financial services, which is enhancing product value and industry barriers [3][7] - The financial technology ETF (159851) has shown strong liquidity, with an average daily transaction of 800 million yuan over the past six months, leading among similar ETFs [3][7]

Group 1 - The core viewpoint of the news is that the A-share market's digital currency concept stocks have seen significant gains, particularly with Lakala rising over 12% following the announcement of the central bank's digital RMB action plan, which will officially launch on January 1 next year [1] Group 2 - Lakala's stock price increased by 12.19%, with a total market capitalization of 20.6 billion and a year-to-date increase of 52.23% [2] - Other notable stocks include Sifang Jingchuang, which rose by 6.03% with a market cap of 20.8 billion and a year-to-date increase of 141.56%, and Huafeng Superfiber, which increased by 6.22% with a market cap of 12.3 billion and a year-to-date increase of 11.11% [2] - The overall trend indicates a positive momentum in the digital currency sector, as evidenced by the MACD golden cross signal formation, suggesting a strong upward trend for these stocks [1]

数字货币概念股午后持续拉升，拉卡拉涨超10%，四方精创涨超5%，翠微股份、楚天龙、新国都跟 涨。 ...

证券代码：003040 证券简称：楚天龙 公告编号：2025-053 楚天龙股份有限公司 关于股东减持股份触及1%整数倍的公告 股东温州一马企业管理中心（有限合伙）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。 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。 | A股 | 457.9600 0.99 | | | | | --- | --- | --- | --- | --- | | 合 计 | 457.9600 0.99 | | | | | 本次权益变动方式 | 通过证券交易所的集中交易 ☑ | | | | | （可多选） | 通过证券交易所的大宗交易 ☑ | | | | | 其他 | □（请注明） | | | | | 自 | 有 资 金 银 行 贷 款 | □ | | □ | | 本次增持股份的资金来 | 其他金融机构借款 股东投资款 | □ | | □ | | 源（不适用） | 其他 （请注明） | □ | | | | | 不涉及资金来源 | □ | | | | 3．本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | | ...

证券代码：003040 证券简称：楚天龙 公告编号：2025-052 楚天龙股份有限公司 2025年第二次临时股东会决议公告 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。 特别提示： 1、本次股东会无否决提案的情形； 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 楚天龙股份有限公司（以下简称"公司"）于2025年12月26日通过现场投票 和网络投票相结合的方式在指定会议地点召开了2025年第二次临时股东会。出席 本次股东会的股东情况为： | 类别 | | 人数 | 代表股份数量 占公司有表决权股 | | | --- | --- | --- | --- | --- | | | | | （股） 份总数的比例 | | | 1、出席会议的股东及股东代表 | | 397 | 225,666,580 | 48.9371% | | 1.1 其中 | 现场出席 | 4 | 224,328,380 | 48.6469% | | 1.2 | 网络投票出席 | 393 | 1,338,200 | 0.2902% | | 2、中小投资者出席情况 | | ...

法律意见书 北京市高朋律师事务所 本所律师已审查了公司提供的召开本次股东会的有关文件。公司已向本所及本 所律师承诺，其所提供的文件和所作的陈述、说明是完整、真实和有效的，无任何 隐瞒、遗漏，并据此出具法律意见。 本所律师依据《律师事务所从事证券法律业务管理办法》和《律师事务所证券 法律业务执业规则（试行）》等规定及本法律意见书出具日以前已经发生或者存在 的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核 查验证，保证本法律意见书所认定的事实真实、准确、完整，所发表的结论性意见 合法、准确，不存在虚假记载、误导性陈述或者重大遗漏，并承担相应法律责任。 本所同意公司将本法律意见书作为本次股东会的法定文件随同其他文件一并报送深 圳证券交易所审查并予以公告。现按照律师行业公认的业务标准、道德规范和勤勉 尽责精神，对公司本次股东会的召集召开及其他相关事项依法出具并提供如下见证 地址：北京市朝阳区霞光里 18 号佳程广场 B 座 7 层 关于楚天龙股份有限公司 2025年第二次临时股东会的 法律意见书 致：楚天龙股份有限公司 北京市高朋律师事务所（以下简称"本所"）接受楚天龙股份有限公司（以下 简称 ...

Core Insights - The People's Bank of China and eight other departments have issued opinions to support the construction of the Western Land-Sea New Corridor, emphasizing the exploration of digital financial international cooperation [1] - The offshore RMB has surpassed the 7.0 mark against the USD, reaching a high of 6.996, marking the first time since September 2024, while the onshore RMB also crossed 7.01, a new high since September 27, 2024 [1] - The global retail cross-border payment market is projected to grow to $64.5 trillion by 2032, with a compound annual growth rate (CAGR) of 6.2% from 2024 to 2032, which is expected to enhance the infrastructure and application scenarios for RMB cross-border payments [1] Market Sector Analysis - **Cross-Border Payment Technology Services**: Companies providing cross-border payment system construction, technology upgrades, data processing, and solutions will benefit from the rapid growth of CIPS system business and the expansion of digital RMB cross-border payment trials [2] - **Digital RMB Industry Chain**: The evolution of digital RMB into a strategic carrier integrating finance, technology, and data will drive demand for bank IT upgrades, terminal equipment enhancements, and payment institution scenario expansions, presenting new growth opportunities across the entire industry chain [2] - **Banking and Financial Institutions**: The deepening of cross-border RMB settlement facilitation trials and the increasing choice of international enterprises to use RMB for settlement will open up more business space for Chinese banks in cross-border financial services, trade financing, and asset management, enhancing their non-interest income and international competitiveness [2] - **Cross-Border E-Commerce and Foreign Trade**: Policy support for building cross-border e-commerce digital service platforms in relevant provinces and cities will improve service capabilities and efficiency, reduce cross-border payment costs, and create a more favorable operating environment for cross-border e-commerce enterprises to expand overseas [2] Regional Financial Cooperation Beneficiaries - Financial institutions, logistics companies, and foreign trade enterprises in the regions involved in the Western Land-Sea New Corridor will directly benefit from enhanced financial support and deepened cross-border cooperation, with listed companies in these areas likely to gain more policy dividends and market opportunities [3] Relevant Listed Companies - **Sifang Jingchuang (300468)**: Focuses on providing financial IT solutions for financial institutions, with deep expertise in blockchain technology and digital currency, participating in the development and testing of multilateral central bank digital currency bridge projects [4] - **Zhongyi Technology (301208)**: Provides IT infrastructure construction and operation services, expected to benefit from the demand driven by the promotion of digital RMB and the development of financial technology [4] - **Lakara (300773)**: A well-known domestic third-party payment company actively expanding digital RMB acceptance scenarios and participating in multiple pilot projects, likely to benefit from the expansion of the payment ecosystem brought by digital RMB [4] - **Jingbeifang (002987)**: A leading domestic financial technology company providing IT technical services to banks, with bank system upgrades being a key business direction [4] - **Nantian Information (000948)**: A leading provider of financial information solutions, offering professional IT services to banks, with the promotion of digital RMB driving the demand for upgrades in core and peripheral banking systems [4] - **Changliang Technology (300348)**: A core banking system supplier deeply involved in digital RMB projects, providing a range of solutions from core business systems to digital wallets [5] - **Tianyang Technology (300872)**: Provides IT solutions and services to financial institutions, focusing on business areas such as bank credit and transaction banking, with new business opportunities arising from the application of digital RMB in trade settlement and supply chain finance [5] - **Cuiwei Co., Ltd. (603123)**: Its subsidiary has signed cooperation agreements with designated operating banks for digital currency, actively promoting system construction for digital RMB acceptance [5] - **Chutianlong (003040)**: Has a broad layout in the digital currency field, establishing technical and business cooperation with the People's Bank of China and various commercial banks to promote the construction of the digital RMB ecosystem [5]

12月25日早盘，跨境支付(CIPS)板块直线拉升。截至 10:33， 四方精创、中亦科技涨超10%，翠 微股份、拉卡拉、楚天龙、新晨科技、新国都等跟涨。 | ટેન | | 翠微股份 | 14.71 | +4.55% | +0.64 | | --- | --- | --- | --- | --- | --- | | | | 603123 | | | | | 创 | + | 新国都 | 26.30 | +3.34% | +0.85 | | | | 300130 | | | | | 创 | | 中亦科技 | 41.99 | +15.83% | +5.74 | | | | 301208 | | | | | 创 | | 四方精创 | 37.65 | +10.51% | +3.58 | | | | 300468 | | | | | 创 | | 拉卡拉 | 24.39 | +7.68% | +1.74 | | | | 300773 | | | | | SZ | | 楚天龙 | 19.86 | +3.71% | +0.71 | | | | 003040 | | | | | 创 | | 新晨科技 | 19.95 | +4. ...