Core Viewpoint - The financial technology sector is experiencing significant growth, driven by the recent implementation of the stablecoin legislation in Hong Kong and the successful IPO of Circle, indicating strong investor interest in stablecoins and financial technology innovations [3][4]. Group 1: Market Performance - As of June 9, 2025, the CSI Financial Technology Theme Index (930986) rose by 1.13%, with notable increases in constituent stocks such as Chutianlong (10.01%) and Dongxinheping (9.99%) [3]. - The Financial Technology ETF (516860) increased by 1.05%, with a latest price of 1.25 yuan and a trading volume of 13.05 million yuan [3]. - The Financial Technology ETF has seen a significant increase in shares, with a growth of 37 million shares over the past three months, ranking it in the top third among comparable funds [4]. Group 2: Financial Metrics - The Financial Technology ETF's net asset value increased by 81.91% over the past year, ranking 18th out of 2845 index equity funds, placing it in the top 0.63% [4]. - The ETF has recorded a maximum monthly return of 55.92% since inception, with an average monthly return of 10.19% and a historical three-year holding profit probability of 97.01% [4]. - The ETF's management fee is 0.50%, and the custody fee is 0.10%, which are among the lowest in comparable funds [5]. Group 3: Top Holdings - As of May 30, 2025, the top ten weighted stocks in the CSI Financial Technology Theme Index accounted for 52.03% of the index, with Tonghuashun (9.50%) and Dongfang Caifu (9.01%) being the top two [5][7]. - The top ten stocks include notable companies such as Hengsheng Electronics, Runhe Software, and Newland, indicating a diverse representation within the financial technology sector [5][7].

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。 深圳市银之杰科技股份有限公司（以下简称"公司"）收到公司持股 5%以上股 东何晔出具的《关于权益变动的告知函》，前述股东因自身资金需求，于 2025 年 6 月 3 日至 2025 年 6 月 4 日通过大宗交易方式减持公司股份 2,400,000 股，占公司总 股本的 0.34%。本次权益变动后，何晔持有的股份由 92,188,400 股减少至 89,788,400 股，占公司总股本的比例由 13.05%减少至 12.71%，股东权益变动触及 1%的整数倍 （即 13%）。具体情况公告如下： | 1. 基本情况 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | 何晔 | | | | | | | | 住所 深圳市福田区****** | | | | | | | | | 权益变动时间 | 年 2025 公司于 | 月 6 3 日-2025 2025 年 5 月 | 年 6 | 月 日 6 4 日披露了《关于持股 | | 5%以上股东减持股份预 ...

国投证券指出，美国和香港相继发布稳定币相关监管法案，标志着稳定币产业进入合规监管背景下的新发展阶段，有望推动相关加密货币产业的持续繁荣， 关注跨境支付、加密货币区块链技术相关的投资机会。 金融科技ETF紧密跟踪中证金融科技主题指数，中证金融科技主题指数选取产品与服务涉及金融科技相关领域的上市公司证券作为指数样本，以反映金融科 技主题上市公司证券的整体表现。 份额方面，金融科技ETF近3月份额增长2200.00万份，实现显著增长，新增份额位居可比基金1/3。 数据显示，杠杆资金持续布局中。金融科技ETF前一交易日融资净买额达407.49万元，最新融资余额达4414.26万元。 截至6月3日，金融科技ETF近1年净值上涨71.32%，指数股票型基金排名31/2831，居于前1.10%。从收益能力看，截至2025年6月3日，金融科技ETF自成立以 来，最高单月回报为55.92%，最长连涨月数为3个月，最长连涨涨幅为113.16%，上涨月份平均收益率为10.19%，年盈利百分比为66.67%，历史持有3年盈利 概率为96.95%。截至2025年6月3日，金融科技ETF成立以来超越基准年化收益为0.55%。 截至202 ...

Core Viewpoint - The article highlights the significant rise of the fintech sector, particularly driven by the recent regulatory developments surrounding stablecoins in Hong Kong and the growing market demand for digital financial solutions [6][11][29]. Market Performance - On June 2, the Hong Kong stock market experienced a remarkable recovery, with all major indices closing in the green and trading volumes increasing [1][3]. - The fintech sector emerged as one of the most active segments, with notable performances in digital currencies and cross-border payments [4][6]. Fintech Sector Dynamics - The fintech sector, particularly the financial technology ETF (159851), has seen a substantial increase of over 80% since last year, driven by the implementation of the Stablecoin Regulation in Hong Kong [6][24]. - The global fintech market is projected to exceed $8.5 trillion by 2024, with Asia-Pacific leading at a 45% market share, and China contributing $1.9 trillion [17]. Stablecoin Surge - Stablecoins have gained popularity due to their ability to mitigate the volatility of cryptocurrencies, with a global market cap exceeding $250 billion as of May 31, 2023 [13]. - Recent regulatory frameworks in Hong Kong and the U.S. are expected to enhance institutional trust in stablecoins, potentially increasing U.S. institutional allocations to $80 billion by 2025 [11][12]. Technological Advancements - Technological breakthroughs, such as reduced transaction costs and improved transaction speeds, are facilitating the integration of stablecoins into traditional financial systems [12][22]. - The rise of embedded finance is transforming how financial services are accessed, with predictions indicating a market size of $3.2 trillion by 2027 [19]. Investment Opportunities - The fintech sector is characterized by high volatility and potential for significant returns, with the fintech ETF (159851) being a preferred vehicle for investors seeking diversified exposure [24][26]. - Companies that are technologically advanced, have clear business models, and strong compliance frameworks are positioned to benefit from the ongoing fintech revolution [30].

证券代码：300085 证券简称：银之杰 公告编号：2025-038 深圳市银之杰科技股份有限公司 关于为子公司提供担保的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 担保金额：最高债权本金余额为人民币 3000 万元 担保期限：按债权人对债务人每笔债权分别计算，自每笔债权合同债务履行期 届满之日起至该债权合同约定的债务履行期届满之日后三年止。保证人对债权发生 期间内各单笔合同项下分期履行的还款义务承担保证责任，保证期间为各期债务履 行期届满之日起，至该单笔合同最后一期还款期限届满之日后三年止。宣布提前到 期的主债权为债权确定期间内全部或部分债权的，以其宣布的提前到期日为全部或 部分债权的到期日，债权确定期间同时到期。债权人宣布包括债权人以起诉书或申 请书或其他文件向有权机构提出的任何主张。债权人与债务人就主债务履行期达成 展期协议的，保证期间至展期协议重新约定的债务履行期届满之日后三年止。 三、累计对外担保数量及逾期担保的数量 截至本公告披露日，公司及子公司累计提供的担保余额为 6,500.00 万元，占公 司最近一期经审计净资产的 ...

Group 1 - The core viewpoint of the news highlights the active performance of the fintech sector, with significant rebounds in related ETFs, indicating a positive market sentiment towards financial technology stocks [1][3]. - Three fintech-related ETFs showed half-day gains exceeding 4.5%, leading the market in terms of performance [1][3]. - The financial technology ETFs have experienced a slight decrease in shares this year, with the fintech ETF (159851) seeing a reduction of 12.5 million shares, representing a change rate of -3.83% [2]. Group 2 - The investment logic suggests that the Chinese government is accelerating the construction of a financial powerhouse through policies that support "technology finance" and "digital finance," enhancing financial support for achieving high-level technological self-reliance [3]. - Demand from banks, insurance, and securities institutions is expected to increase IT investments driven by the transition to new systems and the construction of intelligent platforms, with a notable rise in IT demand from small and medium-sized financial institutions [3]. - The core investment areas for financial institutions currently focus on cloud technology, with large models and AI agents anticipated to improve operational efficiency [3]. Group 3 - The CSI Financial Technology Theme Index selects listed companies involved in financial technology-related products and services to reflect the overall performance of these securities [4]. - The major weighted stocks in the CSI Financial Technology Theme Index include companies like Tonghuashun (8.88%), Dongfang Caifu (8.86%), and Runhe Software (7.69%), indicating a diverse representation of the sector [5].

Group 1 - The core viewpoint of the news is that the financial technology sector is experiencing significant growth, driven by the implementation of the "Private Economy Promotion Law" in China, which is expected to create new development opportunities for the industry [2] - The China Securities Financial Technology Theme Index has risen by 3.33%, with notable increases in constituent stocks such as Sifang Jingchuang (up 16.30%) and Tianyang Technology (up 11.02%) [2] - The Financial Technology ETF Huaxia (516100) has also seen a rise of 3.45%, indicating strong market interest and performance in this sector [2] Group 2 - The Financial Technology ETF Huaxia closely tracks the China Securities Financial Technology Theme Index, focusing on high-quality companies that integrate finance and technology across various sectors, including internet brokerage, financial IT, mobile payments, AI, and trusted innovation [3] - The top ten constituent stocks of the ETF include industry leaders such as Tonghuashun, Dongfang Caifu, and Hengsheng Electronics, with a combined weight of 53.28%, showcasing the ETF's representative nature in the financial technology sector [3][5] - The ETF provides an opportunity for investors to gain exposure to the long-term growth potential of the financial technology industry through a diversified portfolio [3]

Core Viewpoint - Financial technology (FinTech) is a combination of finance and technology, significantly enhancing the accessibility and inclusiveness of financial products and services, leading to unprecedented changes in the financial industry [1][3] Financial Technology Industry Definition - FinTech refers to the innovation and transformation of traditional financial services using advanced technologies such as big data, artificial intelligence, blockchain, and cloud computing to improve efficiency, reduce costs, and optimize user experience [1] Current Development Status of the FinTech Industry - The global technological revolution has led to the emergence of new technologies and companies, with FinTech greatly improving the availability and inclusiveness of financial services [3] - In 2023, the technology investment scale of Chinese financial institutions was approximately 359.7 billion yuan, expected to reach about 394.96 billion yuan in 2024, and projected to be around 433.47 billion yuan in 2025 [3][5] Technology Investment Breakdown - In 2024, the technology investment scale for banking institutions is 288.83 billion yuan (73.13%), for insurance institutions is 58.67 billion yuan (14.85%), and for securities institutions is 47.46 billion yuan (12.02%) [5] - In 2025, the projected technology investment scale for banking institutions is 311.85 billion yuan (71.94%), for insurance institutions is 67.28 billion yuan (15.52%), and for securities institutions is 54.34 billion yuan (12.54%) [5] FinTech Industry Value Chain - The FinTech industry value chain consists of upstream technology service providers (cloud computing, big data, etc.), midstream FinTech services, and downstream applications targeting both enterprises (B-end) and consumers (C-end) [7] Upstream and Downstream Insights - Big data is a core driver for innovation and efficiency in FinTech, with China's big data industry expected to grow from approximately 1.9 trillion yuan in 2023 to about 2.4 trillion yuan in 2024 [9] - FinTech innovations in healthcare, such as electronic medical records and online consultations, have significantly improved hospital management efficiency, with the number of medical institutions in China projected to grow from 986,600 in 2017 to 1,092,000 in 2024 [11] Competitive Landscape of the FinTech Industry - Major companies in the Chinese FinTech sector include Yinzhijie, Donghua Software, Dongfang Caifu, Guiding Compass, Yingshisheng, Tonghuashun, Hengsheng Electronics, Newland, Guodian Yuntong, and Runhe Software [13][15] - Guiding Compass reported a total revenue of 1.5287415 billion yuan in 2024, with internet financial services accounting for 1.21107 billion yuan [16] - Guodian Yuntong's total revenue for 2024 was 10.866 billion yuan, with financial technology revenue at 6.404 billion yuan, representing 58.93% of total revenue [18] Development Trends in the FinTech Industry - The rise of new productivity represented by financial large models is driving the demand for technology in the financial market, with trends focusing on opening B-end markets, entering technology services, achieving regulatory normalization, and enhancing user experience [20]

深圳市银之杰科技股份有限公司 简式权益变动报告书 上市公司：深圳市银之杰科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：银之杰 股票代码：300085 信息披露义务人（一）：张学君 住所：北京市朝阳区****** 信息披露义务人（二）：陈向军 住所：北京市西城区****** 通讯地址：深圳市福田区泰然七路博今商务广场B座十二层 信息披露义务人（三）：李军 住所：深圳市福田区****** 通讯地址：深圳市福田区泰然七路博今商务广场B座十二层 股份变动性质：本次权益变动是由于《共同控制协议书》到期暨共同控制关系解除 所致，不涉及持股数量的变动 签署日期：2025年5月26日 信息披露义务人声明 通讯地址：深圳市福田区泰然七路博今商务广场B座十二层 一、本报告书依据《中华人民共和国证券法》、《上市公司收购管理办法》、《公 开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》及相关法 律、法规和规范性文件编写本报告。 二、信息披露义务人签署本报告已获得必要的授权和批准。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定，本报 告书已全面披露了张学君、陈向军、李军在深圳市银之杰 ...

中银律师事务所 法律意见书 北京中银律师事务所 关于深圳市银之杰科技股份有限公司 《共同控制协议书》到期暨变更为无实际控制人 4、本所律师仅就公司《共同控制协议书》到期终止暨变更为无实际控制人 涉及的有关法律问题，根据本所律师对我国现行有效的法律、法规和规范性文件 中银律师事务所 法律意见书 的法律意见书 致：深圳市银之杰科技股份有限公司 北京中银律师事务所（以下简称"本所"）受深圳市银之杰科技股份有限公 司（以下简称"银之杰"或"公司"）的委托，根据《中华人民共和国公司法》、 《中华人民共和国证券法》、中国证券监督管理委员会《上市公司收购管理办法》 等有关法律法规、规范性文件，以及《深圳市银之杰科技股份有限公司章程》的 规定，就公司《共同控制协议书》到期终止暨变更为无实际控制人事宜出具本法 律意见书。 对于出具的本法律意见书，本所律师声明如下： 1、本法律意见书是根据本法律意见书出具日前已经发生或存在的有关事实 和中国现行法律、法规和规范性文件，并基于本所律师对有关事实的了解和对有 关法律、法规和规范性文件的理解做出的。对于出具本法律意见书至关重要而无 法得到独立证据支持的事实，本所律师依赖于有关政府部门、 ...