Group 1 - The digital currency concept index rose by 3.12%, ranking 7th among concept sectors, with 80 stocks increasing in value [1] - Notable gainers included Cuiwei Co., Jingbeifang, and Jida Zhengyuan, which hit the daily limit, while Chutianlong, Dongxinheping, and Huaming Intelligent saw the largest declines [1] Group 2 - The digital currency sector experienced a net inflow of 3.726 billion yuan, with 58 stocks receiving net inflows and 17 stocks exceeding 100 million yuan in net inflow [2] - Leading the net inflow was Xinguodu with 439 million yuan, followed by Hengsheng Electronics, Jingbeifang, and Yinzhijie with 420 million yuan, 307 million yuan, and 271 million yuan respectively [2] Group 3 - The top stocks by net inflow ratio included Jida Zhengyuan, Jingbeifang, and Zhidu Co., with net inflow ratios of 45.28%, 17.02%, and 16.73% respectively [3] - The digital currency concept's top stocks by performance included Xinguodu with a 14.42% increase and a turnover rate of 36.88% [3]

Group 1 - The financial sector is experiencing a strong performance, with significant gains in fintech stocks and a notable increase in trading volumes for financial technology ETFs [1][2] - Major fintech stocks such as Jinbeifang and Zhaori Technology have seen substantial price increases, with some stocks hitting the daily limit up [1] - The approval of Guotai Junan International's license upgrade by the Hong Kong Securities and Futures Commission allows for direct trading of cryptocurrencies and stablecoins, enhancing the fintech landscape [1] Group 2 - The central bank is set to develop a new financial technology development plan, aiming to promote digital transformation in finance through policy documents [2] - The recent legislative changes in Hong Kong and the central bank's financial opening measures are creating a favorable policy environment for fintech innovation [2] - The financial technology sector is expected to benefit from improved liquidity and active market trading, with internet brokerages and financial IT services showing strong growth potential [2][3] Group 3 - The fintech ETF (159851) and its associated funds are recommended for investment, covering a wide range of themes including internet brokerages and AI applications [3] - As of June 18, the fintech ETF has a scale exceeding 4.8 billion, with an average daily trading volume of over 500 million in the past six months, highlighting its liquidity advantages [3]

Group 1 - Financial technology sector continues to strengthen, with New Guodu surging over 12% and other stocks like Zhao Ri Technology and Zhinancun also seeing significant gains [1] - The Financial Technology ETF (159851) rose by 1.61%, achieving a trading volume exceeding 400 million yuan [1] - The People's Bank of China is set to develop a new phase of financial technology development planning, aiming to enhance the digital transformation of finance [1] Group 2 - From a strategic perspective, financial technology is entering a new round of innovation opportunities, supported by favorable policies such as the recent legislation in Hong Kong and financial opening measures announced by the central bank [3] - The "1+6" policy is seen as a strong initiative for capital markets to better serve technological innovation and new productivity development, with a focus on retail brokers and financial technology targets [3] - The financial technology sector is expected to benefit from improved liquidity and active market trading, with internet brokers and financial IT firms poised for growth [3]

Core Viewpoint - The stablecoin concept is experiencing a partial recovery, with several companies in the sector seeing significant stock price increases [1] Group 1: Market Performance - New Guodu and Huaming Intelligent both saw stock prices rise over 10% [1] - Chutianlong, which had previously hit its lower limit, rebounded with a rise of over 7% [1] - Other companies such as Sifang Jingchuang, Newland, Lakala, Xiongdi Technology, and Hengbao shares also experienced rapid price increases [1] Group 2: Industry Developments - On June 19, a representative from JD.com indicated that the company aims to obtain a stablecoin license by early Q4 of this year [1] - JD.com plans to launch a stablecoin based on a public blockchain [1]

第六届董事会第十八次会议决议公告 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、误导性陈述或者重大遗漏。 一、 董事会会议召开情况 1、 深圳市新国都股份有限公司（以下简称公司）第六届董事会第十八次会 议，已经于 2025 年 6 月 19 日以邮件方式向全体董事发出会议通知。因所议事项 较为紧急，根据《董事会议事规则》有关规定，召集人刘祥先生以通讯方式发出 会议通知，并取得全体董事一致同意召开了本次董事会临时会议。刘祥先生在会 议上作出说明，全体董事一致同意豁免本次会议通知时间要求。 2、 会议于 2025 年 6 月 19 日下午 17 时在深圳市南山区科技南十二路 20 号 嘉联支付大厦 11 楼深圳市新国都股份有限公司 1101 会议室以现场结合通讯表 决方式召开。 3、 本次董事会会议应出席的董事人数 9 人，实际出席的董事人数 9 人。 4、 本次董事会会议由董事长刘祥先生主持，董事会秘书李喆芳女士列席本 次会议。 5、 本次董事会会议的召集召开符合《公司法》等有关法律、行政法规、部 门规章、规范性文件及《公司章程》的规定。 二、董事会会议审议情况 证券代码：30013 ...

深圳市新国都股份有限公司 第六届董事会薪酬与考核委员会 一、对授予日及激励对象名单的核实意见 1、本次激励计划授予的激励对象与公司 2024 年年度股东会审议通过的本 次激励计划草案中规定的授予激励对象名单相符。 关于公司 2025 年股票期权激励计划 授予相关事项的核查意见 根据《公司法》、《证券法》、《上市公司股权激励管理办法》、《深圳证券交 易所创业板股票上市规则》、《深圳证券交易所创业板上市公司自律监管指南第 1 号——业务办理》等法律、法规和规范性文件以及《公司章程》等有关规定， 作为深圳市新国都股份有限公司（以下简称公司）第六届董事会薪酬与考核委 员会委员，经认真审阅公司提供的相关资料，对 2025 年股票期权激励计划（以 下简称本次激励计划）确定的激励对象是否符合授予条件及激励对象名单进行 了核实。薪酬与考核委员会经认真审核后认为： 2、本次激励计划涉及的激励对象均具备《公司法》、《公司章程》等法律、 法规和规范性文件规定的任职资格。 3、本次激励计划涉及的激励对象符合《上市公司股权激励管理办法》等文 件规定的激励对象条件，符合本次激励计划草案规定的激励对象条件。本次激 励计划授予的激励对象不包 ...

北京市中伦（深圳）律师事务所 关于深圳市新国都股份有限公司 2025 年股票期权激励计划 向激励对象授予股票期权的 法律意见书 致：深圳市新国都股份有限公司 法律意见书 二〇二五年六月 北京市中伦（深圳）律师事务所 关于深圳市新国都股份有限公司 2025 年股票期权激励计划 向激励对象授予股票期权的 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国 证券法》（以下简称"《证券法》"）、中国证券监督管理委员会（以下简称"中国 证监会"）发布的《上市公司股权激励管理办法》（以下简称"《管理办法》"）、深 圳证券交易所发布的《深圳证券交易所创业板股票上市规则（2025 年修订）》（以 下简称"《上市规则》"）及《深圳证券交易所创业板上市公司自律监管指南第 1 号——业务办理（2025 年修订）》等相关规定，北京市中伦（深圳）律师事务 所接受深圳市新国都股份有限公司（以下简称"公司"或"新国都"）的委托， 担任公司 2025 年股票期权激励计划（以下简称"本次激励计划"或"本计划"） 的专项法律顾问，就公司根据本次激励计划向激励对象授予股票期权（以下简称 "本次授予"）的有关事项出具本法律意见 ...

根据2024年年度股东会授权，深圳市新国都股份有限公司（以下简称公司或 新国都）于2025年6月19日召开了第六届董事会薪酬与考核委员会第十三次会议、 第六届董事会第十八次会议，审议通过了《关于2025年股票期权激励计划向激励 对象授予股票期权的议案》，董事会认为2025年股票期权激励计划（以下简称本 次激励计划）规定的股票期权授予条件已成就，同意以2025年6月19日为授予日， 向符合授予条件的73位激励对象合计授予1,900万份股票期权。现将有关事项说 明如下： 一、股票期权授予情况 （一）2025年股票期权激励计划的决策程序和批准情况 证券代码：300130 证券简称：新国都 公告编号：2025-034 深圳市新国都股份有限公司 关于 2025 年股票期权激励计划向激励对象授予股票期权的公告 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、误导性陈述或者重大遗漏。 重要内容提示： 1、股票期权授予日：2025年6月19日； 2、授予股票期权数量：1,900万份； 3、股票期权行权价格：25元/份。 1、公司于 2025 年 5 月 27 日召开第六届董事会第十七次会议及第六届监 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [3][7]. Core Insights - The company is leading in overseas local acquiring among domestic A-share listed acquiring companies, with its overseas AIGC investments already generating positive returns [6][8]. - The domestic acquiring industry is expected to benefit from a strong price increase trend due to industry consolidation and regulatory changes [6][9]. - The company has achieved significant milestones in cross-border payment and local acquiring, including obtaining a rare Luxembourg PI license, which is the only one granted to a domestic A-share listed company in the past three years [6][8]. Financial Data and Profit Forecast - Total revenue (in million yuan) is projected to be 3,148 in 2024, with a growth rate of -17.2%, and is expected to reach 3,821 by 2027, with a growth rate of 6.5% [2]. - Net profit attributable to shareholders (in million yuan) is forecasted to be 234 in 2024, with a significant increase to 922 by 2027, reflecting a growth rate of 5.5% [2]. - Earnings per share (in yuan) are expected to rise from 0.42 in 2024 to 1.63 in 2027 [2]. Business Overview - The company's primary business segments include acquiring and value-added services (67% of revenue in 2024) and electronic payment products (30% of revenue in 2024) [16][18]. - The company has established a global payment service brand, PayKKa, to manage its overseas acquiring business, which is in the early stages of rapid development [16][18]. Industry Context - The domestic acquiring industry is undergoing a transformation, moving towards high-quality development after a period of rapid growth and subsequent adjustment [61][63]. - Regulatory changes have prompted a consolidation phase in the industry, which is expected to enhance profitability for leading players [61][63]. Valuation Analysis - The company is expected to achieve revenues of 34 billion, 36 billion, and 38 billion yuan from 2025 to 2027, with net profits of 7.4 billion, 8.7 billion, and 9.2 billion yuan respectively [7]. - The report suggests a valuation of 32x PE for 2025, leading to an estimated market capitalization of approximately 237 billion yuan, indicating over 45% upside potential from the current market value [7].

证券代码：300130 证券简称：新国都 公告编号：2025-033 深圳市新国都股份有限公司 4、本次实施分配方案距离股东会审议通过的时间未超过两个月。 二、 权益分派方案 本公司 2024 年年度权益分派方案为：以实施权益分派股权登记日总股本为 基数，向全体股东每 10 股派发现金红利 2 元（含税；扣税后，通过深股通持有 股份的香港市场投资者、QFII、RQFII 以及持有首发前限售股的个人和证券投资 基金每 10 股派 1.8 元；持有首发后限售股、股权激励限售股及无限售流通股的 个人股息红利税实行差别化税率征收，本公司暂不扣缴个人所得税，待个人转让 股票时，根据其持股期限计算应纳税额【注】；持有首发后限售股、股权激励限 售股及无限售流通股的证券投资基金所涉红利税，对香港投资者持有基金份额部 分按 10%征收，对内地投资者持有基金份额部分实行差别化税率征收）。 【注：根据先进先出的原则，以投资者证券账户为单位计算持股期限，持股 2024 年年度权益分派实施公告 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、误导性陈述或者重大遗漏。 深圳市新国都股份有限公司（以下简称公司或本 ...