Group 1 - The cross-border payment concept stocks strengthened in the afternoon, with Youboshun (300531) hitting a 20% limit up [1] - Shenzhou Information (000555) and Jida Zhengyuan (003029) previously reached limit up, while Sifang Jingchuang (300468) increased by over 10% [1] - Lakala (300773) and Advanced Shutong (300541) had notable gains, leading the market [1]

Core Viewpoint - The recent surge in research on stablecoins by brokerage firms indicates a growing interest in the potential for stablecoins to achieve compliant development and expand their applications in the financial sector [1][2][3]. Group 1: Research and Analysis - At least 16 brokerage firms published 24 research reports on stablecoins in the past week, covering various industries such as macroeconomics, computer science, media, finance, and blockchain [3]. - The frequency of roadshows and conference calls focused on stablecoins has increased, with over 30 calls held in the last two weeks, discussing policy interpretations, industry chain analysis, and investment strategies [4]. - Analysts from East Wu Securities emphasize that stablecoins, as a type of cryptocurrency, are linked to specific stable assets to maintain value stability, enhancing payment efficiency and asset liquidity [5]. Group 2: Market Performance - Several A-share stablecoin concept stocks have shown significant price increases since June, with Hengbao Co., Ltd. rising approximately 66%, Chutianlong up 65%, and Sifang Jingchuang increasing about 60% as of June 20 [7]. - Institutions have been actively researching multiple stablecoin concept stocks, focusing on the development prospects of stablecoins and the relevant technologies and application scenarios of listed companies [8]. Group 3: Regulatory Developments - Recent regulatory frameworks in the U.S. and Hong Kong signify a formal acceptance of stablecoins, opening new investment opportunities [12][13]. - The Hong Kong Legislative Council passed the "Stablecoin Ordinance," establishing a licensing system for fiat-backed stablecoin issuers, which is expected to enhance financial stability and promote innovation [12]. - The U.S. Senate passed the "GENIUS Act," creating the first federal regulatory framework for dollar-pegged stablecoins, marking a significant step towards legal oversight of the crypto asset industry [13]. Group 4: Corporate Initiatives - Major internet companies like Alibaba and JD.com are entering the stablecoin space, with Ant International accelerating investments in global financial management and JD.com testing compliant stablecoins in Hong Kong [14][15]. - JD.com's stablecoin is set to be applied in cross-border trade, emphasizing compliance, security, and auditability to meet real payment needs across Asia-Pacific, the Middle East, and Africa [15]. Group 5: Industry Trends - The People's Bank of China has acknowledged the growth of stablecoins and central bank digital currencies, highlighting their potential to streamline cross-border payment processes while posing regulatory challenges [16].

Group 1: Stock Performance and Risks - Huayang New Materials (600281.SH) has experienced significant stock price fluctuations, with a cumulative increase that deviates from the industry average, indicating potential irrational speculation risks [1] - The company clarified that its main business does not involve rare earth permanent magnets, focusing instead on precious metal recovery and processing, which is facing rising raw material costs due to increasing precious metal prices [1] - Jinniu Chemical (600722.SH) reported that its methanol sales prices have not changed significantly despite a 20% increase in stock price over three trading days, indicating stable market conditions [4] Group 2: New Product Developments - Guoxin Technology (688262.SH) successfully tested its new quantum-resistant password card, CCUPHPQ01, and has sent samples to multiple clients for application development [2] - Rongchang Biopharmaceutical (688331.SH) received orphan drug designation from the EU for its product Tai Itasip, which is the first dual-target fusion protein drug for treating myasthenia gravis, providing policy support for its development in the EU [8] Group 3: Corporate Actions and Financial Updates - Lakala (300773.SZ) is in discussions regarding its H-share listing, which faces significant uncertainty in approval and regulatory processes [3] - Dematech (688360.SH) entered a strategic cooperation agreement with Shanghai Zhiyuan New Technology to explore innovative applications of embodied intelligent robots in logistics [9] - Yashi Chuangneng (603378.SH) announced a potential forced reduction of 3% of its shares due to a margin call affecting its major shareholder [10] - Siwei Technology (688213.SH) reported a decrease in the shareholding ratio of its major shareholder, the National Integrated Circuit Industry Investment Fund II, from 7.35% to 6.99% [11] - Jingyi Equipment expects a revenue increase of 36.54% to 42.48% year-on-year for the first half of 2025, projecting revenue between 690 million to 720 million yuan [12]

四方精创(300468.SZ)公告称，公司股票交易价格于2025年6月13日至6月17日连续3个交易日收盘价 涨幅 偏离值累计超过30%，属于股票交易异常波动的情况。公司经过自查，不存在违反公平信息披露的情 形。经核实，公司未发现前期披露的信息存在需要更正、补充之处，近期公司经营情况及内外部经营环 境未发生重大变化，不存在关于公司应披露而未披露的重大事项，或处于筹划阶段的重大事项。股票异 常波动期间，公司控股股东、实际控制人不存在买卖公司股票的行为。 ...

金十数据6月17日讯，四方精创公告，公司未发现前期披露的信息存在需要更正、补充之处。公司目前 经营正常，近期公司经营情况及内外部经营环境未发生重大变化。公司未发现近期公共传媒报道了可能 或已经对公司股票交易价格产生较大影响的未公开重大信息。公司、控股股东及实际控制人不存在关于 公司应披露而未披露的重大事项，或处于筹划阶段的重大事项。股票异常波动期间，公司控股股东、实 际控制人不存在买卖公司股票的行为。 四方精创：近期公司经营情况及内外部经营环境未发生重大变化 ...

证券代码：300468 证券简称：四方精创 公告编号：2025-026 深圳四方精创资讯股份有限公司 关于公司股价异动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 深圳四方精创资讯股份有限公司（以下简称"公司"）股票交易价格于 2025 年 6 月 13 日至 6 月 17 日连续 3 个交易日收盘价涨幅偏离值累计超过 30%，根据 深圳证券交易所相关规定，属于股票交易异常波动的情况。 3、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 4、公司、控股股东及实际控制人不存在关于公司应披露而未披露的重大事项， 或处于筹划阶段的重大事项。 5、股票异常波动期间，公司控股股东、实际控制人不存在买卖公司股票的行 为。 6、公司不存在违反公平信息披露规定的其他情形。 三、是否存在应披露而未披露信息的说明 公司董事会确认，除在指定媒体已公开披露的信息外，目前没有其他任何根据 《深圳证券交易所创业板股票上市规则》等有关规定应予以披露而未披露的事项 或与该事项有关的筹划、商谈、意向、协议等；董事会也 ...

金十数据6月17日讯，6月17日，沪深两市全天成交额合计12072.22亿元，较上一日缩量78.66亿元。其 中，沪市成交额为4580.38亿元（上一交易日为4815.94亿元），成交量为3.9亿手（上一交易日为4.05亿 手）；深市成交额为7491.84亿元（上一交易日为7334.94亿元），成交量为5.97亿手（上一交易日为5.69 亿手）。四方精创成交额居首，为74.47亿元。其次是拉卡拉、光线传媒、恒生电子、立讯精密，成交 额分别为74.15亿元、71.35亿元、50.96亿元、49.98亿元。 沪深两市今日成交额合计12072.22亿元，四方精创成交额居首 ...

Market Overview - A-shares experienced a low open and high close, with the Shanghai Composite Index rising by 0.35%, Shenzhen Component Index by 0.41%, and ChiNext Index by 0.66% [1] - The total market turnover reached 12,435 billion, with over 3,500 stocks in the market closing in the green [1] Stablecoin Concept - The stablecoin concept surged throughout the day, with the digital currency sector rising by 4.72%, making it the top-performing industry concept [2] - Notable stocks included Tianyang Technology and Sifang Jingchuang hitting the 20% limit up, while Lakala rose over 15% [2] - The positive sentiment is attributed to favorable policies boosting investor confidence, with long-term prospects for stablecoins expected to drive the virtual asset industry [3] Financial Sector Performance - The banking sector showed strong performance, with Qingnong Commercial Bank and Sunong Bank rising over 3%, and several banks reaching historical highs [4] - The People's Bank of China reported an increase in social financing scale and new RMB loans, indicating a robust financial environment [4] - Analysts suggest that bank stocks have strong earnings certainty and recommend focusing on their investment value due to stable fundamentals and low valuations [5] Real Estate Sector Activity - The real estate sector exhibited strong performance, with a 1.69% overall increase, and 81 out of 91 stocks rising [6] - Positive policy signals from the government aim to stabilize the real estate market, with measures to optimize existing policies and enhance market expectations [6][7] - The National Bureau of Statistics indicated that the real estate market is moving towards stabilization, supported by the implementation of various policies [7]

Group 1 - The recent favorable policies regarding stablecoins have ignited a surge in the global capital market, with significant stock price increases for related companies in A-shares, such as Sifang Jingchuang and Tianyang Technology, both reaching a 20% limit up [1] - Circle, known as the "first stablecoin stock," has seen its share price increase by over 300% since its listing, highlighting the growing investor interest in stablecoins [1] - The Hong Kong Legislative Council has passed the "Stablecoin Ordinance," set to take effect on August 1, which is expected to facilitate the licensing process for qualified applicants to conduct business in the stablecoin sector [1][2] Group 2 - The upcoming second policy declaration from the Hong Kong government will focus on the integration of financial services and innovation, aiming to enhance the application of digital assets and ensure their safety and flexibility in the real economy [2] - The U.S. Senate is poised to pass amendments to the "GENIUS Stablecoin Act," which mandates that stablecoins be fully backed by U.S. dollars or equivalent high-liquid assets, along with annual audits for issuers with a market cap exceeding $50 billion [2] - South Korea has proposed the "Basic Digital Asset Act," allowing companies with a capital of 5 billion KRW (approximately $367,876) or more to issue stablecoins, ensuring refunds through reserve funds [2] Group 3 - Major financial centers worldwide are establishing their digital currency systems to maintain greater monetary control in the digital finance era, with recent legislation clarifying the regulatory framework for digital assets [3] - The total market size of cryptocurrency stablecoins has surpassed $250 billion, with over $20 trillion in global stablecoin transaction volume recorded last year, indicating a growing demand for stablecoins [3] - Standard Chartered Bank predicts that the supply of stablecoins could reach $2 trillion by 2028, reflecting the robust growth of the digital asset market [3] Group 4 - The imminent passage of the U.S. stablecoin bill and Hong Kong's second digital asset policy declaration marks the entry of the global stablecoin market into a "compliance era," which is expected to provide long-term structural benefits for related concept stocks [4] - From an investment perspective, the core of the stablecoin transformation lies not in the price fluctuations of stablecoins themselves, but in identifying key players that can become critical nodes in new funding pathways, presenting historic valuation opportunities for infrastructure providers [4]

6月16日午后，数字货币相关概念大幅上涨。行情软件显示，数字货币、跨境支付、数字哨兵、电子身 份证、数据确权、Web3.0等多个相关概念股大涨。截至收盘，天阳科技（300872）（300872）、四方 精创（300468）（300468）"20cm"涨停，恒生电子（600570）（600570）"10cm"涨停，拉卡拉 （300773）（300773）、雄帝科技（300546）（300546）、正元智慧（300645）（300645）、飞天诚信 （300386）（300386）等个股涨幅居前。 陈茂波表示，按估算，全球稳定币总市值约为2400亿美元，而去年全球稳定币交易量则超过20万亿美 元。随着数字资产市场的蓬勃发展，市场对稳定币的需求料将进一步增加。稳定币是一种锚定法定货币 或与特定资产挂钩、具价格稳定性的数字资产。其中，法币稳定币凭借区块链技术的安全性和高效性以 及法币的稳定性，将成为结合金融体系和实体经济，以降低成本并提升效率的潜在工具。事实上，稳定 币既可不受传统支付时间和地域限制作为交易媒介，还可凭其可编程的特性，开拓多元化的创新方案， 使金融服务流程自动化和智能化。 中金公司（601995）认为 ...