sunline(300348)
Search documents
跨境支付重大利好!八部门联手推进数字人民币跨境试点,这五大核心板块或迎高速黄金期!
Sou Hu Cai Jing· 2025-12-25 09:23
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]
软件开发板块12月25日涨0.77%,广道退领涨,主力资金净流出1.53亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-25 09:14
Market Performance - The software development sector increased by 0.77% on December 25, with Guangdao Tui leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Stock Highlights - Guangdao Tui (code: 920680) saw a significant rise of 29.55%, closing at 1.71, with a trading volume of 244,800 shares and a transaction value of 37.48 million yuan [1] - Shengbang Security (code: 688651) increased by 11.67%, closing at 45.82, with a transaction value of 314 million yuan [1] - Zhizhen Technology (code: 003007) rose by 10.01%, closing at 39.01, with a transaction value of 197 million yuan [1] - Sifang Jingchuang (code: 300468) increased by 6.63%, closing at 36.33, with a transaction value of 3.304 billion yuan [1] Capital Flow - The software development sector experienced a net outflow of 153 million yuan from institutional investors and 141 million yuan from retail investors, while retail investors had a net inflow of 294 million yuan [2] - Notable stocks with significant capital flow include Sifang Jingchuang, which had a net inflow of 320 million yuan from institutional investors [3] Individual Stock Performance - Zhizhen Technology had a net inflow of 99.19 million yuan from institutional investors, representing 50.35% of its total capital flow [3] - Jingbeifang experienced a net inflow of 72.57 million yuan from institutional investors, accounting for 10.82% of its total capital flow [3] - Other stocks like Tonghuashun and Zhinanzhen saw net outflows from both institutional and retail investors, indicating mixed investor sentiment [3]
长亮科技涨2.02%,成交额1.57亿元,主力资金净流入661.83万元
Xin Lang Cai Jing· 2025-12-24 05:39
Core Viewpoint - Longshine Technology's stock has shown a slight increase of 2.02% on December 24, with a current price of 14.11 yuan per share and a total market capitalization of 11.468 billion yuan [1] Group 1: Financial Performance - For the period from January to September 2025, Longshine Technology achieved a revenue of 1.089 billion yuan, representing a year-on-year growth of 5.19% [2] - The company reported a net profit attributable to shareholders of -11.394 million yuan, a significant decrease of 386.16% compared to the previous period [2] - Cumulative cash dividends since the company's A-share listing amount to 230 million yuan, with 17.3892 million yuan distributed over the last three years [3] Group 2: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Longshine Technology was 87,900, a decrease of 12.30% from the previous period [2] - The average number of circulating shares per shareholder increased by 14.05% to 8,054 shares [2] - Major shareholders include Huabao Zhongzheng Financial Technology Theme ETF, which increased its holdings by 6.3301 million shares, and Hong Kong Central Clearing Limited, which added 1.1653 million shares [3] Group 3: Business Overview - Longshine Technology, established on April 28, 2002, and listed on August 17, 2012, specializes in providing IT system solutions and services for financial institutions [1] - The company's main business revenue composition includes digital financial business solutions (58.44%), big data application system solutions (33.99%), and full financial value chain business management solutions (7.57%) [1] - The company operates within the computer software development sector, focusing on vertical application software, and is involved in concepts such as fintech, financial machinery, blockchain, mid-cap, and mobile payments [2]
长亮科技:拟回购注销限制性股票3200股
Zheng Quan Ri Bao· 2025-12-12 14:13
Core Viewpoint - The company announced the repurchase and cancellation of 3,200 restricted stocks from an incentive plan due to one individual not meeting the unlocking conditions [2] Group 1 - The board of directors approved the repurchase and cancellation of 3,200 restricted stocks [2] - This action will result in a reduction of the company's total share capital by 3,200 shares and a decrease in registered capital by 3,200 yuan [2]
长亮科技:选举李宏广为第六届董事会职工代表董事
Zheng Quan Ri Bao· 2025-12-12 14:13
证券日报网讯 12月12日晚间,长亮科技发布公告称,公司于2025年12月12日上午召开职工代表大会, 经与会职工代表举手表决,一致同意选举李宏广先生为公司第六届董事会职工代表董事,任期三年,自 本次职工代表大会审议通过之日起至公司第六届董事会任期届满之日止。 (文章来源:证券日报) ...
长亮科技:12月12日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-12 13:47
Company Overview - Changliang Technology (SZ 300348) announced its sixth board meeting on December 12, 2025, where it reviewed the proposal for appointing the board secretary [1] - As of the report, Changliang Technology has a market capitalization of 11.1 billion yuan [1] Revenue Composition - For the first half of 2025, the revenue composition of Changliang Technology is as follows: software development accounts for 92.07%, maintenance services for 5.97%, integration for 1.95%, and other businesses for 0.01% [1]
长亮科技(300348) - 05 2025-087 关于回购注销部分限制性股票减资暨通知债权人的公告
2025-12-12 13:18
深圳市长亮科技股份有限公司 关于回购注销部分限制性股票减资暨通知债权人的公告 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、误导性陈述或重大遗漏。 由于本次公司回购注销部分限制性股票涉及注册资本减少,根据《中华人民 共和国公司法》等相关法律法规的规定,公司特此通知债权人。债权人自本公告 之日起45日内,有权要求本公司清偿债务或者提供相应的担保。债权人未在规定 期限内行使上述权利的,本次回购注销将按法定程序继续实施。 证券代码:300348 证券简称:长亮科技 公告编号:2025-087 深圳市长亮科技股份有限公司(以下简称"公司")于2025年10月24日召开 第五届董事会第三十一次会议和第五届监事会第二十八次会议、于2025年12月12 日召开2025年第一次临时股东大会,审议通过了《关于2023年股票期权与限制性 股票激励计划回购注销部分限制性股票及注销部分股票期权的议案》。 根据公司《2023年股票期权与限制性股票激励计划(草案)》的相关规定以 及公司2023年第二次临时股东大会审议通过的《关于提请股东大会授权董事会办 理2023年股票期权与限制性股票激励计划相关事宜的议案》 ...
长亮科技(300348) - 关于董事会完成换届选举并聘任高级管理人员、证券事务代表及内审部门负责人的公告
2025-12-12 13:18
证券代码:300348 证券简称:长亮科技 公告编号:2025-085 深圳市长亮科技股份有限公司 关于董事会完成换届选举并聘任高级管理人员、 证券事务代表及内审部门负责人的公告 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、误导性陈述或重大遗漏。 深圳市长亮科技股份有限公司(以下简称"公司")于 2025 年 12 月 12 日 召开 2025 年第一次临时股东大会,选举产生了公司第六届董事会非职工代表董 事成员,与公司同日召开的职工代表大会选举产生的职工代表董事一起,共同组 成了公司第六届董事会。同日,公司召开第六届董事会第一次会议,选举产生了 公司第六届董事会董事长以及第六届董事会各专门委员会委员,并聘任了公司高 级管理人员、证券事务代表及内部审计部门负责人。公司董事会换届选举已经完 成,现将有关情况公告如下: 一、公司第六届董事会组成情况 1、董事长:王长春先生 2、非独立董事:王长春先生、李劲松先生、肖映辉先生、赵伟宏先生、徐 亚丽女士 董事会中兼任公司高级管理人员及由职工代表担任的董事人数不超过公司 董事总数的二分之一。公司独立董事的任职资格已经深圳证券交易所审核无异议 ...
长亮科技(300348) - 2025年第一次临时股东大会决议公告
2025-12-12 13:18
证券代码:300348 证券简称:长亮科技 公告编号:2025-083 深圳市长亮科技股份有限公司 2025年第一次临时股东大会决议公告 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、 本次股东大会未出现否决议案的情形; 2、 本次股东大会未涉及变更以往股东大会已通过的决议。 一、 会议召开和出席情况 (一) 会议召开情况 1、 现场会议召开时间:2025 年 12 月 12 日 15:00 2、 网络投票时间:通过深圳证券交易所交易系统进行网络投票的具体时间 为:2025 年 12 月 12 日 9:15—9:25,9:30—11:30 和 13:00—15:00;通过深圳证 券交易所互联网投票系统投票的具体时间为:2025 年 12 月 12 日上午 9:15 至下 午 15:00 期间的任意时间。 3、 股权登记日:2025 年 12 月 5 日 4、 现场会议召开地点:广东省深圳市南山区沙河西路深圳湾科技生态园一 区 2 栋 A 座 5 层深圳市长亮科技股份有限公司大会议室。 5、 会议召开方式:现场表决与网络投票相结合 6、 会议召 ...
长亮科技(300348) - 北京市中伦(深圳)律师事务所关于深圳市长亮科技股份有限公司2025年第一次临时股东大会的法律意见书
2025-12-12 13:18
北京市中伦(深圳)律师事务所 北京市中伦(深圳)律师事务所 关于深圳市长亮科技股份有限公司 2025 年第一次临时股东大会的 关于深圳市长亮科技股份有限公司 2025 年第一次临时股东大会的 法律意见书 二〇二五年十二月 法律意见书 1 法律意见书 本法律意见书承担相应的责任。 本所律师根据相关法律、法规和规范性文件的要求,按照律师行业公认的业 务标准、道德规范和勤勉尽责精神,出具法律意见如下: 致:深圳市长亮科技股份有限公司 北京市中伦(深圳)律师事务所(以下简称"本所")接受深圳市长亮科技 股份有限公司(以下简称"长亮科技"或"公司")委托,指派本所律师出席公 司 2025 年第一次临时股东大会(以下简称"本次股东大会"或"会议")。本所 律师根据《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》)、《上市公司股东会规则》(以下简称《股东会规则》) 等法律、法规、规章和规范性文件以及《深圳市长亮科技股份有限公司章程》(以 下简称《公司章程》)的规定,就公司本次股东大会的召集与召开程序、出席会 议人员资格、召集人资格、会议表决程序和表决结果的合法性等有关事宜,出具 ...