7月23日，雄帝科技连续8个交易日下跌，区间累计跌幅-8.11%。深圳市雄帝科技股份有限公司(股票代码:300546)成立于1995年,2016年深交所创业板上市(股 票代码:300546)。 财报显示，富国基金旗下5只基金进入雄帝科技前十大股东，且为今年一季度新进。5只分别是富国创新趋势股票、富国中小盘精选混合A、富国通胀通缩主 题轮动混合A、富国创业板两年定开混合、富国匠心精选12个月持有混合A。其中，富国创新趋势股票今年以来收益率20.85%，同类排名195(总989)，富国 中小盘精选混合A今年以来收益率29.43%，同类排名386(总4484)，富国通胀通缩主题轮动混合A今年以来收益率26.16%，同类排名499(总4484)，富国创业板 两年定开混合今年以来收益率15.51%，同类排名1408(总4484)，富国匠心精选12个月持有混合A今年以来收益率25.73%，同类排名523(总4484)。 | | | ラ牛以木目所校业坝区间关于白 | | | | | --- | --- | --- | --- | --- | --- | | 阶段涨幅 | 季度涨幅 | 年度涨幅 | | | | | | 近1 ...

一、董事会会议召开情况 深圳市雄帝科技股份有限公司（以下简称"公司"）第六届董事会第六次会 议于 2025 年 7 月 18 日在公司会议室以现场与通讯表决的方式召开，会议通知于 2025 年 7 月 16 日以电子邮件、电话方式送达。本次董事会应参加董事 7 人，实 际参加董事 7 人，其中王绍宏、冯绍津、漆韡、唐孝宏及薛峰以通讯表决方式参 会。会议由公司董事长郑嵩先生主持，公司全体监事、高级管理人员及董事会秘 书列席了本次会议。会议的召开符合《公司法》《公司章程》和《董事会议事规 则》的有关规定。 二、董事会会议审议情况 经与会董事投票表决，审议通过了如下决议： 证券代码：300546 证券简称： 雄帝科技 公告编号：2025 – 033 深圳市雄帝科技股份有限公司 第六届董事会第六次会议决议公告 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。 表决结果：同意：7 票；反对：0 票；弃权：0 票。 三、备查文件 1.《深圳市雄帝科技股份有限公司第六届董事会第六次会议决议》； 2. 深交所要求的其他文件。 特此公告。 深圳市雄帝科技股份有限公司 董事会 二〇 ...

证券代码：300546 证券简称： 雄帝科技 公告编号：2025 – 034 深圳市雄帝科技股份有限公司 第六届监事会第六次会议决议公告 本公司及监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、监事会会议召开情况 深圳市雄帝科技股份有限公司（以下简称"公司"）第六届监事会第六次会 议于 2025 年 7 月 18 日在公司会议室以通讯表决的方式召开，会议通知于 2025 年 7 月 16 日以电子邮件、电话方式送达。本次监事会应参加监事 3 人，实际参 加监事 3 人。会议由公司监事会主席刘金瑞主持，董事会秘书列席了本次会议。 会议的召开符合《公司法》《公司章程》和《监事会议事规则》的有关规定。 二、监事会会议审议情况 经与会监事投票表决，审议通过了如下决议： 1.审议通过《关于部分募投项目延期的议案》 经审核，监事会认为：本次募投项目延期事项，根据公司自身业务战略布局 及实际经营发展需要所做的调整具有合理性，符合公司及全体股东利益，不存在 改变或变相改变募集资金投资方向的情形，符合《上市公司募集资金监管规则》 《深圳证券交易所上市公司自律监管指引第 2 号——创 ...

证券代码：300546 证券简称： 雄帝科技 公告编号：2025 – 035 深圳市雄帝科技股份有限公司 关于部分募投项目延期的公告 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。 深圳市雄帝科技股份有限公司（以下简称"公司"或"雄帝科技"）于 2025 年 7 月 18 日召开第六届董事会第六次会议及第六届监事会第六次会议，会议审 议通过《关于部分募投项目延期的议案》，同意部分募投项目延期相关事项。现 将具体情况公告如下： 截至 2025 年 5 月 31 日，公司向特定对象发行股票募投项目及募集资金使 用情况如下： 二、部分募投项目延期的具体情况说明及原因 （一）部分募投项目延期的具体情况 公司考虑目前募投项目的实际进展情况，在募投项目实施主体、实施方式、 募集资金投资用途及投资规模不发生变更的前提下，拟对项目达到预定可使用状 态的时间进行调整，调整后募投项目的达到预定可使用状态日期如下： | 序号 | | 项目名称 | 调整前项目达到预 | | | 调整后项目达到预定 | | | | | --- | --- | --- | --- | --- | --- ...

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。 一、募集资金基本情况 证券代码：300546 证券简称： 雄帝科技 公告编号：2025 – 036 深圳市雄帝科技股份有限公司 关于新增开立募集资金专户并签订三方监管协议的公告 公司于 2025 年 6 月 30 日召开第六届董事会第五次会议及第六届监事会第 五次会议，会议审议通过《关于新增部分募投项目实施主体、调整盈利模式及开 立募集资金专户并签订三方监管协议的议案》，同意全资子公司深圳市雄帝智慧 科技有限公司（以下简称"雄帝智慧"）新增开立募集资金专项账户，并与公司、 保荐机构及新增存放募集资金的商业银行签订募集资金监管协议。 近日，雄帝智慧在中国工商银行股份有限公司深圳喜年支行开立募集资金专 项账户，公司、雄帝智慧、中国工商银行股份有限公司深圳喜年支行及平安证券 股份有限公司签署了《募集资金三方监管协议》。本次增加的募集资金专项账户 情况如下： | 账户名称 | 开户银行 | 专户账号 | 募集资金用途 | | --- | --- | --- | --- | | 雄帝智慧 | 中国工商银行股份有限 | 40 ...

平安证券股份有限公司 关于深圳市雄帝科技股份有限公司 部分募投项目延期实施的核查意见 平安证券股份有限公司（以下简称平安证券或保荐机构）作为深圳市雄帝 科技股份有限公司（以下简称雄帝科技或公司）向特定对象发行股份的保荐机 构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创业板股票上 市规则》《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》《上市公司募集资金监管规则》等相关法律法规的要求，对雄帝科 技部分募投项目延期实施的事项进行了核查，具体核查情况及意见如下： 一、募集资金基本情况 （一）募集资金到位情况 经中国证券监督管理委员会《关于同意深圳市雄帝科技股份有限公司向特 定对象发行股份注册的批复》（证监许可﹝2021﹞1346 号）核准，同意向特定 对象发行股票的注册申请。公司向特定对象发行股票 6,896,551 股，发行价为 29 元/股，发行的募集资金总额为 199,999,979.00 元，扣除承销及保荐费（不含 税）人民币 3,301,886.78 元、其他发行费用（不含税）人民币 1,606,506.18 元， 实际募集资金净额为人民币 195,091,586. ...

数字货币概念股短线跳水，中亦科技（301208）跌超10%，金一文化（002721）接近跌停，京北方 （002987）、雄帝科技（300546）、楚天龙（003040）、四方精创（300468）纷纷下挫。 ...

Core Insights - The implementation of the Hong Kong Stablecoin Regulation in July 2025 marks a significant step in the regulation of stablecoins, enhancing cross-border payment efficiency by over 90% and reducing costs to one-tenth of traditional methods [1][3] - The expansion of the digital yuan pilot to 50 cities, with annual transactions exceeding 1 trillion yuan, highlights China's advancements in digital currency, prompting major tech companies like Ant Group and JD.com to invest in compliant stablecoins [3] - Stablecoins are positioned as a bridge between cryptocurrencies and traditional finance, addressing long-standing issues in cross-border trade such as high fees, slow settlements, and low transparency, with the market for cross-border payments growing at an annual rate exceeding 200% [3] Company Summaries - **Four方精创**: A key service provider for the Hong Kong Monetary Authority, developing the mBridge cross-border clearing module and offering a platform for stablecoin issuance, with potential annual revenue exceeding 250 million HKD if the stablecoin market reaches 50 billion HKD [5] - **拉卡拉**: The only domestic third-party payment institution with a full license for cross-border RMB payments, supporting stablecoin payments through 5 million POS terminals, with a projected revenue of 200 million yuan from stablecoin-related activities in 2025 [6] - **海联金汇**: Holds the only MSO license among A-share companies, with significant market share in Southeast Asia and participation in the mBridge project, reporting a 950% year-on-year increase in net profit in Q1 2025 [6] - **恒宝股份**: A leading supplier of hardware security modules for digital currencies, with a market share exceeding 30%, providing hardware for stablecoin transactions and participating in the mBridge project [7] - **新大陆**: A global leader in smart terminals, integrating digital yuan and stablecoin functionalities, with a projected order of 200,000 terminals in Southeast Asia in 2025 [7] - **京北方**: The only A-share company explicitly linked to stablecoin technology, providing underlying settlement technology for major banks and participating in the mBridge project [8] - **雄帝科技**: Developed a dual-track payment system compatible with both digital yuan and stablecoins, providing key services for the Hong Kong pilot [8] - **华峰超纤**: Collaborating with JD Wallet to test stablecoin retail scenarios in the UAE, with a focus on programmable payment protocols [9] - **恒生电子**: Provides core system support for Ant Group's stablecoin operations, with a significant market share in asset management systems [10] - **数字认证**: Supplies key management services for stablecoins to the Hong Kong Monetary Authority, with a strong presence in government blockchain projects [10]

Core Insights - Stablecoins serve as a "dual currency" between decentralized digital currencies and fiat currencies, offering advantages in payment convenience, privacy protection, and value stability, thus becoming a low-cost, high-efficiency payment tool [1] - The recent regulatory policies in the US and Hong Kong have initiated a new "currency war," positioning the stablecoin market as a critical battleground for maintaining US dollar hegemony and promoting the internationalization of the Chinese yuan [1] Group 1: Definition and Mechanism of Stablecoins - Stablecoins are special digital currencies issued by stablecoin developers, large e-commerce companies, and licensed financial institutions, combining the advantages of digital currencies and fiat currencies [2] - The core technology of stablecoins is based on decentralized distributed ledger technology within blockchain systems, enabling direct payment transactions without traditional banking intermediaries [2] Group 2: Types and Issuance Mechanisms of Stablecoins - The main issuance mechanisms for stablecoins include fiat currency collateralized issuance, cryptocurrency collateralized issuance, high liquidity commodity collateralized issuance, and algorithmic uncollateralized issuance, with fiat and cryptocurrency collateralized issuance accounting for over 99.8% of the market [3][4] - Fiat currency collateralized stablecoins are pegged to a single currency or a basket of fiat currencies, while cryptocurrency collateralized stablecoins use cryptocurrencies as collateral, often employing over-collateralization to mitigate market risks [3][4] Group 3: Market Value and Growth of Stablecoins - Since 2020, the stablecoin market has grown from 5 billion to 250 billion USD, with an annual growth rate exceeding 100%, and transaction volumes approaching 37 trillion USD [7] Group 4: Regulatory Landscape and Market Analysis - The regulatory frameworks in China, Hong Kong, and the US differ significantly, with China prioritizing financial sovereignty, Hong Kong focusing on market development, and the US emphasizing the control of underlying technologies to maintain dollar dominance [11][8] - The US stablecoin market is dominated by USDT and USDC, which together account for over 80% of the market share [10] Group 5: Recent Regulatory Developments - The US Senate passed the "GENIUS Act" on May 19, 2025, establishing a federal regulatory framework for stablecoins, requiring issuers to obtain licenses and maintain a 1:1 collateralization ratio with high liquidity assets [14][15] - Hong Kong's "Stablecoin Ordinance," effective August 1, 2025, introduces a licensing regime for stablecoin issuers, ensuring 100% reserve requirements and enhancing market transparency [16][17] Group 6: Applications in Cross-Border Payments and E-commerce - Stablecoins are positioned as a solution to the inefficiencies of traditional cross-border payment systems, significantly reducing costs and transaction times [32] - Major e-commerce giants like JD.com and Ant Group are exploring the issuance of their own stablecoins to enhance financial capabilities and streamline cross-border transactions [35]

Group 1 - The electronic ID concept sector experienced a decline of 2.52%, ranking among the top losers in the concept sector, with Jida Zhengyuan hitting the limit down [1][2] - Among the stocks in the electronic ID sector, notable declines were seen in Xinguodu (-7.29%), Hengbao Shares (-3.97%), and Xiongdi Technology (-8.73%) [2][3] - Conversely, stocks that saw gains included Chutianlong (up 4.08%), ST Renzihang (up 2.43%), and Guoxin Technology (up 1.39%) [1][3] Group 2 - The electronic ID sector faced a net outflow of 1.997 billion yuan, with 33 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 100 million yuan [2] - The stock with the highest net outflow was Xinguodu, with a net outflow of 400 million yuan, followed by Hengbao Shares (270 million yuan) and Xiongdi Technology (215 million yuan) [2][3] - Stocks with the highest net inflow included Chutianlong (160 million yuan), Guoxin Technology (38.5 million yuan), and ST Renzihang (14.1 million yuan) [2][3]