Core Insights - The China Education Theme Index (931456) closed down 0.79% at 1192.58 points with a trading volume of 11.132 billion yuan [1] - Over the past month, the index has increased by 1.59%, 8.73% over the last three months, and 9.83% year-to-date [1] - The index comprises 50 liquid and large-cap education-related companies listed globally, reflecting the overall performance of Chinese education companies [1] Index Composition - The top ten holdings of the index are: New Oriental-S (14.38%), TAL Education (13.64%), Zhonggong Education (6.93%), Doushen Education (5.74%), UBTECH (5.31%), Visionox (5.02%), Tsinghua Tongfang (5.0%), iFLYTEK (4.85%), Newcapec (3.37%), and Guomai Technology (2.91%) [1] - The market distribution of the index holdings is as follows: Shenzhen Stock Exchange 52.23%, Hong Kong Stock Exchange 27.07%, New York Stock Exchange 15.45%, and Shanghai Stock Exchange 5.25% [1] Industry Breakdown - The industry composition of the index holdings shows: Consumer Discretionary 57.05%, Information Technology 36.54%, Industrials 3.81%, Materials 1.75%, and Communication Services 0.84% [2] - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day after the second Friday of June and December [2] Investment Products - Public funds tracking the China Education sector include the Bosera China Education ETF [3]

（编辑 袁冠琳） 证券日报网讯 新开普7月30日在互动平台回答投资者提问时表示，公司卡位场景支付入口，目前在数字 人民币业务上，具备了充值、缴费、消费等系列化应用技术能力，且在50余个校园、企业等客户中，落 地了业务场景，公司在数字人民币业务研发中，充分应用国产密码算法、二维码双离线支付交易机制、 移动支付NFC-SWP、黑名单安全机制、区块链等技术，在这项业务探索上积累较多经验。未来，在高 校、企业等场景中出现对稳定币业务的实际需求，在符合国家规范和监管要求的前提下，公司将结合在 数字人民币领域的现有业务布局，积极探索与银行及学校合作的可能性，提供安全、高效、便捷的支付 解决方案。 ...

新开普（300248.SZ）7月30日在投资者互动平台表示，公司卡位场景支付入口，目前在数字人民币业务 上，具备了充值、缴费、消费等系列化应用技术能力，且在50余个校园、企业等客户中，落地了业务场 景，公司在数字人民币业务研发中，充分应用国产密码算法、二维码双离线支付交易机制、移动支付 NFC-SWP、黑名单安全机制、区块链等技术，在这项业务探索上积累较多经验。未来，在高校、企业 等场景中出现对稳定币业务的实际需求，在符合国家规范和监管要求的前提下，公司将结合在数字人民 币领域的现有业务布局，积极探索与银行及学校合作的可能性，提供安全、高效、便捷的支付解决方 案。 （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：公司现有技术能运用到稳定币上吗？ ...

Group 1 - The company has developed a range of application technologies for digital RMB, including charging, payment, and consumption, and has implemented these in over 50 campuses and enterprises [1] - The company utilizes domestic cryptographic algorithms, QR code dual offline payment transaction mechanisms, mobile payment NFC-SWP, blacklist security mechanisms, and blockchain technology in its digital RMB business [1] - The company is exploring potential demand for stablecoin services in educational and corporate settings, aiming to provide secure, efficient, and convenient payment solutions in compliance with national regulations [1]

资金流向方面，今日主力资金净流出1308.55万元，占比成交额5.19%。其中，超大单净流出798.27万 元、占成交额3.16%，大单净流出510.29万元、占成交额2.02%，中单净流出流出555.88万元、占成交额 2.2%，小单净流入1864.44万元、占成交额7.39%。 金融界消息 截至2025年7月29日收盘，新开普（300248）报收于15.08元，下跌0.33%，换手率4.13%， 成交量16.88万手，成交金额2.52亿元。 天眼查商业履历信息显示，新开普电子股份有限公司，成立于2000年，位于郑州市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本47634.8393万人民币，实缴资本47634.8393 万人民币。公司法定代表人为杨维国。 通过天眼查大数据分析，新开普电子股份有限公司共对外投资了24家企业，参与招投标项目4166次，知 识产权方面有商标信息114条，专利信息437条，此外企业还拥有行政许可52个。 来源：金融界 新开普最新一期业绩显示，截至2025一季报，公司营业总收入1.38亿元、同比减少16.13%，归属净利润 3437.25万元，同比减少51 ...

（编辑 袁冠琳 ） 证券日报网讯 新开普7月29日在互动平台回答投资者提问时表示，根据《深圳证券交易所创业板股票上 市规则》相关规定，半年度业绩预告不属于强制性披露信息。公司将于2025年8月29日披露《2025年半 年度报告》。 ...

证券日报网讯新开普（300248）7月29日在互动平台回答投资者提问时表示，智慧教育研发产业基地能 够根据现有生产线扩大生产，同时增加挖掘新的市场需求，从而扩大公司生产规模，最终实现边际收益 递增的趋势，并为公司未来多行业、多产品拓展业务提供保障。 ...

证券日报网讯新开普（300248）7月29日在互动平台回答投资者提问时表示，根据中国证券登记结算有 限责任公司最新下发的股东名册，截至2025年7月18日，公司合并普通账户和融资融券信用账户后的股 东总数为52，210户。 ...

Group 1: Company Overview - Newcap Electronic Co., Ltd. is a leading company in the field of information technology for higher education in China, focusing on smart campus solutions and digital transformation for schools [2][4] - The company has served over 1,400 universities, achieving a market share of approximately 40%, and has built smart campus platforms for more than 200 universities [2][4] Group 2: Financial Performance - In 2024, the revenue from various business segments is as follows: - Smart Campus Application Solutions: ¥523,415,148.31 - Smart Campus Cloud Platform Solutions: ¥121,707,489.80 - Smart Government and Enterprise Application Solutions: ¥148,407,008.38 - Operation and Maintenance Services: ¥190,669,898.21 [4] Group 3: AI Business Strategy - The company implements a dual-track product matrix strategy for AI, offering a range of AI solutions for smart campuses, including AI assistants and innovative platforms [5] - AI capabilities are integrated into existing products to enhance customer experience and address pain points, thereby increasing overall solution value [5] Group 4: Market Trends and Policies - The education information technology sector is supported by national policies, with a steady growth forecast due to government initiatives [6][7] - The Ministry of Education emphasizes the importance of digital education and AI, with plans to ensure that public education spending remains above 4% of GDP [7] Group 5: Product and Service Offerings - The company provides a comprehensive suite of information technology solutions for various educational institutions, including smart campus digital foundations and management systems [7] - Focused on meeting the specific needs of departments within schools, the company develops tailored applications for logistics, security, and academic management [7] Group 6: Dividend Policy - The company's dividend payout ratio has increased significantly from 2020 to 2024, currently around 35%, with plans to maintain a stable and sustainable profit distribution policy [8][9]

Core Viewpoint - The company expresses interest in exploring the potential demand for stablecoin services in educational settings, contingent upon compliance with national regulations and standards [1] Group 1: Company Initiatives - The company plans to actively explore collaborations with banks and educational institutions to provide secure, efficient, and convenient payment solutions [1] - The company aims to leverage its existing business layout in the digital currency sector to facilitate these initiatives [1] Group 2: Industry Context - Stablecoins are identified as a category of digital currency that may see increased demand in specific scenarios, such as in universities [1] - The company acknowledges the importance of adhering to national regulations and supervisory requirements in its future endeavors related to stablecoins [1]