智通财经7月2日电，利弗莫尔证券显示，北京宇信科技集团股份有限公司在港交所递交上市申请，联席 保荐人为华泰金融控股（香港）有限公司及法国巴黎证券（亚洲）有限公司。 ...

Market Overview - The A-share market saw all three major indices rise in the morning session, with the Shanghai Composite Index up 0.2%, the Shenzhen Component Index up 0.54%, and the ChiNext Index up 0.93% [1] - The total market turnover reached 932.6 billion yuan, a decrease of 81.1 billion yuan compared to the previous day, with over 3,500 stocks rising [1] Sector Performance - The gaming, military, brain-computer interface, and photolithography concept stocks led the gains, while the banking, securities, and dairy sectors experienced declines [3] - Notable stocks in the military sector included Hengyu Xintong (300965), Chenxi Aviation (300581), and Zhongbing Hongjian (000519), all of which hit the daily limit [3] - The gaming sector saw significant increases with Kaiying Network (002517) and Giant Network (002558) both reaching the daily limit [3] - Photolithography concept stocks were active, with Blue Eagle Equipment (300293) hitting the daily limit, along with Kaimete Gas (002549) and Zhongci Electronics (003031) [3] - The innovative drug sector rebounded, with Zhaoyan New Drug (603127) also hitting the daily limit [3] - The banking and securities sectors faced early declines, with Guosheng Jinkong (002670) dropping over 5% [3] Hot Stocks - The strongest sectors included new energy vehicles, military, and specialized innovative companies, with multiple stocks hitting daily limits [8][9][10] - In the new energy vehicle sector, 16 stocks reached the daily limit, with the highest consecutive limit being 9 days [8] - The military sector had 14 stocks hitting the daily limit, with the highest consecutive limit also being 9 days [9] - The specialized innovative sector had 13 stocks hitting the daily limit, with a maximum of 3 consecutive limits [10] Sector Insights - The military equipment sector is expected to benefit from increasing global military trade demand and domestic military modernization efforts, potentially leading to a dual boost in fundamentals and industry valuations [12] - The gaming sector is supported by a record number of game approvals, indicating regulatory support for healthy industry development [13] - The brain-computer interface sector is gaining attention due to advancements from Neuralink, with significant usage data reported from trial participants [14] - The digital currency sector is poised for growth as Hong Kong aims to enhance cross-border payment efficiency through stablecoins, with new regulations set to take effect [15]

Group 1 - Digital currency concept stocks are experiencing significant gains, with companies such as Xiongtai Technology (300546) and Yuxin Technology (300674) rising over 10% [1] - Dongxin Peace (002017) and Cuiwei Co., Ltd. (603123) have reached the daily limit increase, indicating strong market interest [1] - Other companies like Youbuxun (300531) and Sifang Jichuang (300468) are also seeing upward movement in their stock prices [1] Group 2 - There is a notable influx of dark pool funds into these stocks, suggesting increased investor activity and potential interest in the digital currency sector [2]

智通财经6月29日电，宇信科技(300674.SZ)发布投资者关系活动记录表，稳定币领域的政策突破与公司 全球化发展战略高度契合，宇信从公司层面开始系统性布局，在既有海外业务基础上提供有力支撑，包 括：1）近期正积极对接稳定币生态各环节的核心参与方，包括与发币方进行了深入接触、签署保密协 议，重点围绕稳定币发行的全流程需求展开探讨，明确各方在发行过程中的具体职责、梳理可行的技术 解决方案、整合各自的优势及资源等；2）与新加坡新兴技术热点地区的机构展开交流，探讨RWA代币 化的具体实施路径，包括如何筛选合适的底层资产、设计合规的代币化方案，以及制定发行策略等； 3）与中东当地特定闭环产业链公司进行交流，由于该产业需要闭环，涉及产业链上下游各环节，为稳 定币提供了应用场景。通过稳定币区块链技术，可以实现产业链各环节交易透明度、构建贯穿全链条的 支付体系等。 宇信科技：与稳定币发币方进行了深入接触、签署保密协议 ...

投资者关系活动记录表 证券代码：300674 证券简称：宇信科技 北京宇信科技集团股份有限公司 投资者关系活动记录表 3、宣言 2.0 明确证券及期货事务监察委员会为数字资产交易服务提 供者的主要监管机构 政策宣言2.0提供的另一项关键内容是，明确了数字资产领域的整体 监管框架，界定了各个监管部门的职责分工。其中最核心的是确定证券 及期货事务监察委员会将作为数字资产交易服务提供者的主要监管机 构，负责发牌、注册、制定标准、优化监管流程，为市场参与者勾勒出 明确的合规路径。 作为金融行业的科技公司，宇信科技在服务监管机构方面具有丰富 经验，持续学习监管思路，保持良好的沟通机制，并持续推动业务创新。 近期协助某股份制商业银行客户申请了国内第一份"算力上云"牌照， 使银行无需自建本地算力即可实现云端部署。 编号：2025-016 | 投资者关系活动 | 特定对象调研 分析师会议 媒体采访 | | | --- | --- | --- | | 类别 | 业绩说明会新闻发布会 路演活动 | | | | 现场参观 其他（券商策略会、电话会议）  | | | 参与机构名称 | | | | | 机构名称 机构名 ...

近期，稳定币让港美A股有了共同的发力点。 6月5日，Circle作为"稳定币第一股"在美股上市，短短几个交易日就翻了7倍。 海外热度还未褪去，国内很快就跟进了。6月24日晚间，国泰君安国际（01788.HK）公告获得虚拟资产牌照，受此消 息催化，次日公司股价暴涨198%；中国光大控股、耀才证券金融、移卡、弘业期货、广发证券等稳定币概念股近几个 交易日也成了资金追捧的香饽饽。 与此同时，又有一家稳定币概念公司正在冲刺港股IPO。 格隆汇获悉，北京宇信科技集团股份有限公司（简称"宇信科技"）于6月18日向港交所递交了招股书，由华泰国际和法 国巴黎银行担任联席保荐人。 宇信科技已在深交所创业板上市，代码为300674.SZ，截至6月27日收盘，公司市值约195亿元。公司此次寻求于港股上 市，旨在深化全球战略，加快海外业务发展，进一步增强公司资本实力，提升国际品牌形象。 公司是一家金融科技解决方案提供商，面对稳定币的发展机遇，宇信科技在近期的机构调研中称，官方公布法规和条 例后稳定币的应用空间广阔，会和海外的相关机构做持续的场景应用开发。 01 洪卫东先生今年58岁，目前任执行董事、董事长、首席执行官及总经理，主要负 ...

Industry Overview - The China Mobile Communications Association's Blockchain and Data Elements Professional Committee is seeking "RWA ecosystem partners" to promote the digitalization and capitalization of Real World Assets (RWA) [1] - The initiative includes the establishment of 20 units to form the "RWA Joint Laboratory," focusing on data resource integration, technology research and development, and funding support [1] - RWA is gaining traction globally, with various countries initiating projects to tokenize traditional financial assets, such as U.S. Treasury tokenization and European real estate projects [1] Company Insights - Yuxin Technology has over 10 years of experience in payment clearing and banking assets, indicating its capability in the RWA space [3] - Shenzhou Information possesses relevant technical capabilities related to RWA [4]

宇信科技融合大数据、人工智能、云计算技术，打造智能化金融服务体系。借助全域金融业务系统，助 力金融机构核心业务数字化升级，大幅缩短服务响应时间，显著提升客户满意度。全栈技术平台也能快 速响应市场需求，为金融创新提供技术支撑。宇信科技持续加大研发投入，组建专业团队攻克技术难 题，同时建立完善服务质量管理体系，严控服务各环节。凭借在技术与服务上的深耕，宇信科技成功入 选百强榜，这份荣誉见证了公司的努力，也体现了行业对其在金融服务领域成就的高度认可。 2024 年北京服务企业百强榜单揭晓，宇信科技凭借在金融服务领域的卓越表现成功登榜，彰显其在服 务行业的领先实力。 展望未来，随着金融与数字技术深度融合，宇信科技将以此次荣誉为全新起点，持续加大研发投入，搭 建更为前沿的技术研发实验室，吸引行业内顶尖人才，进一步深化技术创新。在服务创新层面，宇信科 技将聚焦客户个性化需求，构建定制化服务方案库，通过定期回访与实时反馈机制，不断优化服务流 程。同时，积极参与行业标准制定，携手金融机构开展联合创新项目，探索金融服务在跨境业务、绿色 金融等新兴领域的应用模式，以实际行动推动金融服务行业迈向高质量发展新阶段，为行业进步贡献更 ...

近期，各券商研究所掀起稳定币研究热潮。据统计，仅过去一周，就有至少16家券商发布24篇研报对稳定 币进行系统研究，其中不乏专题及深度研究。 与此同时，本月以来多只稳定币概念股被机构扎堆调研。券商普遍认为，随着全球各地监管政策的落地，稳定 币行业有望实现合规发展，未来有望在应用广度和深度上不断延伸。 券商掀起稳定币研究热潮 根据券商中国记者不完全统计，仅过去一周（6月15日至6月21日），就有至少16家券商发布24篇研报全面研究 稳定币，内容覆盖宏观、计算机、传媒互联网、金融、区块链等多个行业角度。其中不乏一些券商推出稳定币 专题及深度研究，比如国金证券、中泰证券、东吴证券、天风证券均推出稳定币专题或深度研究，中信证券宏 观、海外、银行、非银等多个研究团队从各个行业角度深入研究。 伴随券商研报密集出炉，路演和电话会议热度也持续攀升。券商中国记者获悉，仅近半个月，券商举办的以稳 定币为主题的电话会议就超过30场，覆盖了政策解读、产业链分析和投资策略等多个维度。 东吴证券首席策略官孙婷认为，稳定币作为一种重要的加密货币，其核心特征在于与特定稳定资产挂钩，以维 持其价值的稳定，并在数字金融领域发挥着日益关键的作用。 ...

Core Viewpoint - The announcement details the results of the second batch of stock vesting under the 2023 Restricted Stock Incentive Plan of Beijing Yuxin Technology Group Co., Ltd, indicating that 245,000 shares will be vested to 2 individuals, with the shares set to be listed on June 20, 2025 [1][19]. Summary by Sections Incentive Plan Overview - The total number of restricted stocks granted under the incentive plan is 7,413,212 shares, accounting for approximately 1.04% of the company's total share capital at the time of the plan's announcement [1]. - The vesting conditions for the second batch of restricted stocks were met, allowing for the distribution of shares to eligible participants [11]. Vesting Conditions and Performance Targets - The performance assessment period for the second batch of restricted stocks spans the 2023 and 2024 fiscal years, with growth targets set at a minimum of 30% for 2024 based on 2022 revenue or net profit [4][15]. - The vesting of stocks is contingent upon both company-level performance and individual performance evaluations, with specific metrics established for assessment [6][15]. Stock Vesting Details - A total of 303 individuals qualified for the vesting, with 3,136,800 shares available for distribution, of which 245,000 shares are part of the second batch [16]. - The shares are sourced from A-shares repurchased from the secondary market, and the vesting will not significantly impact the company's financial status or operational results [19][20]. Impact on Share Structure - Following the vesting, the total share capital remains unchanged at 704,057,060 shares, with the proportion of restricted shares increasing slightly from 0.12% to 0.15% [19]. - The vesting does not alter the control of the company, maintaining compliance with listing requirements [20].