Group 1 - The company has integrated externally sourced eSIM technology into some of its payment terminal products, primarily for device connectivity [2] - The main business areas of the company include payment services, digital scene services, electronic payment terminal business, cross-border payment, and artificial intelligence [2] - The inquiry about eSIM technology application was made by an investor on the investor interaction platform [2]

Core Viewpoint - The company, New Guodu (300130.SZ), is actively involved in various sectors including payment services, digital scene services, electronic payment terminals, cross-border payments, and artificial intelligence [1] Group 1 - The company's main business areas encompass payment services and digital scene services [1] - The electronic payment terminal business is a significant part of the company's operations [1] - The company integrates externally sourced eSIM technology into some of its payment terminal products, primarily for device connectivity [1]

Investment Rating - The industry investment rating is optimistic [1] Core Insights - The financial IT sector shows significant elasticity during the initial stages of a bull market, with notable price increases and valuation expansions [3] - The combination of technology and finance attributes leads to a "Davis Double Play" effect during bull markets, particularly highlighted in 2015 [4] - Current advancements in AI and new business developments are expected to drive further growth in the financial IT sector [5] Summary by Sections 2014-2015: Liquidity Explosion, Financial Technology Leads - The bull market from 2014 to 2015 was driven by ample liquidity and the rise of mobile internet, leading to significant gains in financial technology stocks [15][19] - Financial technology stocks experienced substantial price increases, with some stocks seeing gains close to 450% compared to mid-2014 levels [4] - The financial IT sector benefited from increased investor participation and software usage during the bull market [33] 2016-2018: Structural Bull Market, Varied Performance in Financial Technology - The period from 2016 to 2018 was characterized by a structural bull market influenced by supply-side reforms and foreign capital inflows [43] - Financial technology stocks underperformed compared to the broader market during this period, primarily due to high valuations and changing market preferences [46][52] - The financial IT sector faced challenges as the market shifted focus towards blue-chip and consumer stocks, leading to a decline in growth stocks [56] 2019-2021: Core Assets Drive Structural Bull Market - The financial technology sector saw a resurgence from 2019 to 2021, driven by global liquidity and domestic industrial upgrades [70] - The introduction of the Sci-Tech Innovation Board in 2019 significantly boosted the financial technology sector, with strong performance noted in various market phases [76][81] - Financial technology stocks outperformed the market during key periods, reflecting the sector's recovery and growth potential [82]

Group 1 - The stock price of Xinguodu is 29.08 yuan as of August 8, 2025, down 0.82% from the previous trading day, with a trading volume of 864 million yuan and a turnover rate of 6.76%, resulting in a total market capitalization of 16.497 billion yuan [1] - Xinguodu's main business includes the research, production, and sales of financial payment terminal equipment, primarily focusing on POS terminals and password keyboards, operating within the computer equipment manufacturing industry and involving mobile payments and IoT [1] - Ant Group's financial technology division is expanding its RWA (Real World Asset) business, with Xinguodu identified as a related concept stock; RWA refers to the process of tokenizing real-world assets through blockchain technology to enhance asset liquidity [1] Group 2 - On August 8, 2025, the net inflow of main funds into Xinguodu was 13.49 million yuan, accounting for 0.11% of the circulating market value, while over the past five days, the net outflow of main funds was 85.84 million yuan, representing 0.68% of the circulating market value [1]

Core Insights - Pashini has completed a new round of Series A financing, led by JD.com, with participation from various investors including Hunan Caixin Industrial Fund and TCL Venture Capital [1][1][1] - The company has raised nearly 1 billion RMB within four months, aiming to expand its collaboration in various sectors such as smart logistics, retail services, and medical care [1][1][1] - JD.com has been actively investing in humanoid robots and embodied intelligence, recently leading investments in three humanoid robot companies and launching the JoyInside interactive solution [1][1][1] Financing Details - The latest financing round was led by JD.com, with participation from multiple funds and existing shareholders [1][1] - Pashini has successfully raised close to 1 billion RMB in just four months [1][1] Strategic Focus - Pashini plans to enhance its operational efficiency and reliability across various industries by leveraging partnerships with strong industry players [1][1] - The company aims to drive intelligent upgrades in multiple fields, including logistics, retail, automotive manufacturing, and healthcare [1][1] Industry Trends - JD.com is increasingly focusing on investments in humanoid robotics and embodied intelligence, indicating a growing trend in the tech industry towards automation and smart solutions [1][1]

证券代码：300130 证券简称：新国都 公告编号：2025-038 深圳市新国都股份有限公司 公司于近日完成了工商变更登记及《公司章程》的备案登记手续，并取得 了深圳市市场监督管理局下发的《登记通知书》，公司章程工商备案登记手续 已办理完成。 二、备查文件 《登记通知书》。 关于完成注册资本变更及《公司章程》工商备案登记的公告 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。 一、基本情况 深圳市新国都股份有限公司（以下简称公司）于2025年5月27日召开第六届 董事会第十七次会议，并于2025年6月17日召开2024年年度股东会，审议通过了 《关于变更注册资本并修订<公司章程>的议案》。因股权激励行权导致公司股 本变动，截至2025年5月27日，公司总股本变更为567,299,123股。根据《中华 人民共和国公司法》、《中华人民共和国证券法》等有关规定，结合公司实际 情况，公司对《公司章程》相应条款进行了修订，具体内容详见公司于2025年5 月27日在中国证监会指定创业板信息披露网站巨潮资讯网上发布的《关于变更 注册资本并修订<公司章程>的公告》(公告编号 ...

Core Viewpoint - The company New Guodu (300130) has a subsidiary, Jialian Payment, which operates as a third-party payment institution with a national bank card acquiring business license, providing convenient payment settlement services across various industries in China [1] Group 1: Company Overview - Jialian Payment has established 36 branches nationwide, including one in Hainan, enhancing its ability to serve banking partners, merchants, and consumers with domestic bank card acquiring services [1] - The company has formed a cross-border business group to manage its cross-border payment operations, under the brand PayKKa [1] Group 2: Service Offerings - PayKKa has launched a range of payment service products, including B2B cross-border trade collection, B2C cross-border e-commerce collection, independent site global collection, and local collection services overseas [1]

Core Viewpoint - The company is actively responding to the national financial security strategy by developing a domestic platform for financial payment terminal software and hardware, as well as contributing to the OpenHarmony community ecosystem [1] Group 1: Company Initiatives - The company has signed a cooperation agreement for enabling the OpenHarmony ecosystem through its wholly-owned subsidiary, New Guodu Payment [1] - The company is a member of the OpenHarmony Financial Payment Special Committee and has several products that have passed the compatibility certification for the OpenHarmony ecosystem [1] Group 2: Compliance and Disclosure - The company strictly adheres to relevant laws, regulations, and disclosure rules, committing to timely information disclosure for any cooperative matters that meet disclosure standards [1] - Currently, the impact of this business on the company's overall operating performance is minimal [1]

Market Performance - The electronic ID concept sector declined by 2.82%, ranking among the top losers in the market, with Dongxin Peace hitting the daily limit down [1] - Among the stocks in this sector, the largest declines were seen in Hengbao Co., Guotou Intelligent, and Chutianlong, while only two stocks, Yuanwanggu and Tuolisi, experienced gains of 1.02% and 0.21% respectively [1] Capital Flow - The electronic ID concept sector saw a net outflow of 2.412 billion yuan, with 35 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 100 million yuan [2] - Hengbao Co. led the outflows with a net outflow of 565.39 million yuan, followed by Dongxin Peace, New Guodu, and Jingbeifang with outflows of 365.14 million yuan, 224.62 million yuan, and 219.04 million yuan respectively [2][3] Stock Performance - The stocks with the highest net outflows in the electronic ID sector included Hengbao Co. (-7.83%), Dongxin Peace (-10.00%), and New Guodu (-4.79%) [3] - Conversely, the stocks with the highest net inflows were Guoxin Technology, Tuolisi, and Dongfang Guoxin, with inflows of 20.74 million yuan, 18.26 million yuan, and 6.68 million yuan respectively [2][4]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵司旗下的嘉联支付在海南是否设立分支机构？ 若有，请问可以开展哪些业务，是否包含跨境支付业务？ 新国都（300130.SZ）7月30日在投资者互动平台表示，公司子公司嘉联支付拥有全国性银行卡收单业务 牌照的第三方支付机构，主要为国内不同行业及规模的客户提供便捷的支付结算服务，在全国设立了36 家分公司，其中包括海南分公司。分公司渠道有利于嘉联支付为银行合作伙伴、商户以及消费者提供国 内银行卡收单服务。同时，跨境支付业务是由公司组建的跨境事业群负责开展，旗下跨境支付品牌 PayKKa已推出B2B跨境贸易收款、B2C跨境电商收款、独立站全球收单、境外本地收单等一系列支付 服务产品。 ...