Group 1 - The first batch of new floating rate funds has been launched, with some funds ending their fundraising early due to high demand. The innovation in fee structures requires further system modifications by fund companies [1] - The reported costs for system upgrades related to floating rate funds range from 100,000 to 800,000 yuan, with most fund companies estimating costs significantly lower than the higher end of the range [1][2] - The system upgrades primarily involve changes to the accounting valuation system and TA clearing system, focusing on the calculation of floating management fees based on client entry and exit times [2] Group 2 - Major developers for the system upgrades include companies like 恒生, 金证, 赢时胜, and 金手指, with 恒生 holding a significant market share in the public fund industry [2] - The technical difficulty of the system upgrades is considered manageable, as the new floating rate funds will require dynamic fee configurations and differentiated calculations [2][3] - 恒生电子 has invested in 赢时胜, positioning it as a potential beneficiary of the system upgrades driven by the new floating rate products [4]

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].

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]

董 事 会 深圳市赢时胜信息技术股份有限公司 关于选举职工代表董事的公告 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。 深圳市赢时胜信息技术股份有限公司（以下简称 "公司"）第五届董事会 任期即将届满，为保证董事会的正常运作，根据《中华人民共和国公司法》《深 圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》及 《公司章程》等相关规定，公司于 2025 年 5 月 23 日召开了职工代表大会，经与 会职工代表认真审议，一致同意选举赵荣女士（简历详见附件）为公司第六届董 事会职工代表董事，与公司 2024 年度股东大会选举产生的 8 名非职工代表董事 共同组成公司第六届董事会，任期至第六届董事会届满之日止。 公司董事会中兼任高级管理人员职务的董事以及由职工代表担任的董事总 计未超过公司董事总数的二分之一。 特此公告。 深圳市赢时胜信息技术股份有限公司 证券代码：300377 证券简称：赢时胜 公告编号：2025-027 2025 年 5 月 23 日 附：赵荣简历 赵荣，女，1998 年出生，中国国籍，无境外居留权，大学本科学历。2019 ...

关于深圳市赢时胜信息技术股份有限公司 2024 年度股东大会的 法律意见书 二〇二五年五月 深圳市福田区深南大道 4011 号港中旅大厦 21-26 楼，邮编：518048 21-26/F.,CTSTower,No.4011,ShenNanRoad,ShenZhen.P.C.518048 电话（Tel.）:(86)755-83025555；传真（Fax.）:(86)755-83025068,83025058 网站（Website）:http://www.huashang.cn 广东华商律师事务所 法律意见书 广东华商律师事务所 法律意见书 致：深圳市赢时胜信息技术股份有限公司 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《上市 公司股东会规则》（以下简称"《股东会规则》"）以及《深圳市赢时胜信息技 术股份有限公司公司章程》（以下简称"《公司章程》"）的相关规定，广东华 商律师事务所（以下简称"本所"）接受深圳市赢时胜信息技术股份有限公司（以 下简称"公司"）的委托，指派律师出席并见证公司于 2025 年 5 月 23 日召 ...

证券代码：300377 证券简称：赢时胜 公告编号：2025-026 深圳市赢时胜信息技术股份有限公司 第六届董事会第一次会议决议公告 一、董事会会议召开情况 1、深圳市赢时胜信息技术股份有限公司（以下简称"公司"）第六届董事 会第一次会议通知于 2025 年 5 月 20 日以电话、电子邮件等方式送达全体董事。 2、本次会议于 2025 年 5 月 23 日以现场结合通讯方式在公司 37 楼会议室召 开。 3、本次会议应出席董事 9 人，实际出席会议的董事 9 人，委托出席会议的 董事 0 人，缺席会议的董事 0 人。 4、本次会议由董事长唐球先生主持。 5、本次会议的召开符合《公司法》《公司章程》的有关规定，表决形成的 决议合法、有效。 二、董事会会议审议情况 1、审议通过了《关于选举第六届董事会董事长的议案》 经董事会审议，同意选举唐球先生为公司第六届董事会董事长，任期三年， 自本次董事会审议通过之日起至第六届董事会届满之日止。 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。 表决结果：9 票同意、0 票反对、0 票弃权。 2、审议通过了《关于选举第六届 ...

4.本次股东大会采用现场投票与网络投票相结合的方式； 5.本次股东大会审议各项议案时对中小投资者的表决单独计票，中小投资者 指除上市公司董事、监事、高级管理人员及单独或合计持有上市公司 5%以上股 份的股东以外的其他股东。 一、会议通知情况 1.本次股东大会未出现否决议案的情形； 2.本次股东大会召开期间没有增加或变更提案； 3.本次股东大会未涉及变更前次股东大会决议； 证券代码：300377 证券简称：赢时胜 公告编号：2025-025 深圳市赢时胜信息技术股份有限公司 2024 年度股东大会决议公告 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： 深圳市赢时胜信息技术股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日披露了《关于召开 2024 年度股东大会的通知》，具体详见公司在中国证监 会指定的创业板信息披露网站巨潮资讯网（www.cninfo.com.cn）的相关公告。 二、会议召开情况： 1.召开时间： 现场会议时间：2025 年 5 月 23 日 14:30 网络投票时间： （1）通过深圳证券交易所交易系统进行网络投票的 ...