（原标题：数据确权概念涨3.89%，主力资金净流入29股） 截至6月23日收盘，数据确权概念上涨3.89%，位居概念板块涨幅第7，板块内，59股上涨，优博讯20%涨停，中科金财、安妮股份、ST广网等涨 停，四方精创、拉卡拉、先进数通等涨幅居前，分别上涨19.97%、13.04%、12.87%。跌幅居前的有新华文轩、ST易联众等，分别下跌2.68%、 0.48%。 今日涨跌幅居前的概念板块 | 301169 零点有数 | 2.00 | 2.03 | -107.87 | -1.90 | | --- | --- | --- | --- | --- | | 301091 深城交 | 0.53 | 0.74 | -108.32 | -1.06 | | 300659 中孚信息 | 3.67 | 4.20 | -123.43 | -1.13 | | 688051 佳华科技 | 3.24 | 0.68 | -127.79 | -10.28 | | 601999 出版传媒 | 1.99 | 1.05 | -136.31 | -3.54 | | 002117 东港股份 | 2.42 | 4.91 | -155.28 | -0.5 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of the technology sector, particularly in stablecoins, with significant interest from brokerage firms and a surge in related stocks [1] - The financial technology ETF Huaxia (516100) rose by 3.04%, with key holdings such as Zhongke Jincai and Shenzhou Information hitting the daily limit, indicating robust market activity in this sector [1][2] - Recent reports indicate that at least 16 brokerage firms published 24 research reports on stablecoins, and over 30 themed conference calls were held in the past two weeks, covering various aspects such as policy interpretation and investment strategies [1] Group 2 - Stablecoins are defined as cryptocurrencies pegged to stable assets like fiat currencies or commodities, enhancing payment efficiency and asset liquidity while promoting financial innovation [1] - Huaxi Securities notes that stablecoins possess characteristics such as asset anchoring, low volatility, and high settlement efficiency, positioning them as important tools for on-chain payments and cross-border settlements [1] - The current period is critical for the development of stablecoins, with accelerating regulatory trials and legislative processes pushing them from a gray area towards institutionalized growth, potentially leading to a diverse ecosystem of stablecoins [1]

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]

Group 1 - The core viewpoint of the news is the significant rise in the cross-border payment sector, with several companies experiencing substantial stock price increases following the launch of the cross-border payment system between mainland China and Hong Kong [1][3]. - The cross-border payment system, known as "cross-border payment通," was officially launched on June 22, allowing real-time cross-border remittances for residents of both regions [3]. - The first batch of participating institutions includes major banks from both mainland China and Hong Kong, indicating a strong foundation for future growth in cross-border payment services [3]. Group 2 - Notable stock price increases include: 优博讯 (+19.98% to 21.14), 吉大正元 (+10.01% to 26.16), 神州信息 (+9.99% to 13.54), and 拉卡拉 (+46.34% to 30.00) [2]. - 中信证券 highlights the potential for business growth and increased revenue for the first batch of participating banks due to the new cross-border payment system [3]. - 中信建投 emphasizes the ongoing development of stablecoin policies and their positive impact on the internationalization of the RMB and cross-border payments, suggesting a focus on related investment opportunities [4].

Core Viewpoint - Lakala is facing significant operational challenges and is exploring a secondary listing in Hong Kong while accelerating the application of digital currency in cross-border scenarios to enhance its international competitiveness [1][8]. Group 1: Company Background - Founded in 2005 by Sun Taoran, Lakala was a pioneer in the domestic third-party payment sector, starting with card terminals in convenience stores and expanding to a global cross-border payment network covering over 100 countries [1]. - At its peak, Lakala achieved an annual net profit exceeding 1 billion yuan [1]. Group 2: Business Challenges - Lakala is currently experiencing a decline in both revenue and net profit, with a further drop in Q1 2024 [1][6]. - The company has faced increased competition and regulatory scrutiny, particularly from major players like Alipay and WeChat Pay, which have adopted a "card-binding" model for cashless payments [5]. Group 3: Strategic Initiatives - In response to operational pressures, Lakala is pursuing a strategy that integrates "payment + SaaS + AI" and is expanding its cross-border payment services [7]. - The company reported a year-on-year increase of 76% in the number of cross-border merchants and an 85% rise in cross-border payment transaction volume [7]. Group 4: Financial Performance - In Q1 2025, Lakala's revenue decreased by 13.02% to 1.3 billion yuan, while net profit fell by 51.71% to 101 million yuan, with a non-recurring net profit decline of 62.97% [6].

Core Viewpoint - Lakala is planning to issue H-shares and list on the Hong Kong Stock Exchange, which has led to a significant increase in its stock price, but the company faces challenges such as declining revenue and compliance risks [1][3][11]. Company Overview - Lakala Payment Co., Ltd. was established in 2005 and became the first digital payment company listed on the A-share market in April 2019 [4]. - The company holds a payment license issued by the central bank and operates various payment services [4]. Recent Developments - Lakala announced its plan for overseas share issuance and listing on the Hong Kong Stock Exchange, with discussions ongoing with relevant intermediaries [3][4]. - Following the announcement, Lakala's stock price surged, with a peak increase of 16.16% on June 17, but later experienced a decline of 6.28% by June 19 [3]. Financial Performance - In Q1, Lakala reported a revenue of 1.299 billion yuan, a year-on-year decrease of 13.01%, and a net profit of 101 million yuan, down 51.71% [11]. - For the full year 2024, the company expects a revenue of 5.759 billion yuan, a decrease of 2.96%, and a net profit of 351 million yuan, down 23.26% [11]. - The company’s cross-border payment transaction volume reached 49.2 billion yuan in 2024, a year-on-year increase of 14% [4]. Market Position and Challenges - Lakala's cross-border payment transactions accounted for only about 1.2% of its total payment transaction volume of 4.22 trillion yuan last year, indicating limited contribution to overall performance [4]. - The company faces intense competition from major players like PingPong, Alipay, and WeChat Pay, which dominate the market [4][11]. - Lakala's efforts to transition from traditional payment services to comprehensive financial technology services have encountered significant challenges [11]. Compliance and Governance Issues - Lakala has been reducing its registered capital, with a decrease from 788.08 million yuan to 776.66 million yuan in April 2023, marking the second reduction this year [7]. - The company has faced multiple compliance issues, including fines for regulatory violations, which could pose challenges for its future listing in Hong Kong [9][11]. - The company’s major shareholder has been frequently reducing their stake, raising concerns about governance and stability [8][9]. Shareholder Structure - The largest shareholder of Lakala is Legend Holdings, holding 26.54% of shares, followed by Chairman Sun Taoran with 7.01% [5].

Core Viewpoint - Lakala (300773) announced that shareholder Sun Haoran has released a total of 9.12 million shares from pledge, which accounts for 61.83% of his holdings and 1.16% of the company's total share capital [1] Summary by Relevant Sections - **Shareholder Pledge Release** - Sun Haoran's release of 9.12 million shares from pledge occurred in multiple transactions: - 4.9 million shares released on August 9, 2023 - 210,000 shares released on January 31, 2024 - 140,000 shares released on February 2, 2024 - 630,000 shares released on February 5, 2024 - 3.24 million shares released on March 11, 2024 - The release does not involve any restrictions on share sales or freezing of shares [1]

拉卡拉支付股份有限公司 证券代码：300773 证券简称：拉卡拉 公告编号：2025-034 关于股东股份解除质押的公告 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。 公司近日接到公司股东孙浩然先生通知，获悉其所持有的公司股份办理了解除质押手 续，具体事项如下： 一、股东股份解除质押情况 | 名 | | | （股） | （股） | 比例 | 比例 | 已质 | | 未质 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | | | | | | | 押股 | 占已 | 押股 | 占未 | | | | | | | | | 份限 | 质押 | 份限 | 质押 | | | | | | | | | 售和 | 股份 | 售和 | 股份 | | | | | | | | | 冻结 | 比例 | 冻结 | 比例 | | | | | | | | | 数量 | | 数量 | | | 孙 | | | | | | | | | | | | 陶 | 55,252,800 | 7.01% ...

证券代码：300773 证券简称：拉卡拉 公告编号：2025-035 拉卡拉支付股份有限公司 关于 持股 5%以上股东及一致行动人权益变动触及 1%整数倍的公告 | 合 计 | 4,521,800 0.57 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 通过证券交易所的集中交易 ☑ 协议转让 □ | | | | | | | | | 通过证券交易所的大宗交易  间接方式转让 □ | | | | | | | | 本次权益变动方式（可多 | 国有股行政划转或变更 □ 执行法院裁定 □ | | | | | | | | 选） | 取得上市公司发行的新股 □ 继承 □ | | | | | | | | | 赠与 □ 表决权让渡 □ | | | | | | | | | 其他 □（请注明） | | | | | | | | 3. 本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | | | | | | 股份性质 | 本次变动前持有股份 本次变动后持有股份 占总股本比例 占总股本比例 股数(股) 股数(股) | | ...

Market Overview - On June 18, the Shanghai Composite Index rose by 0.04%, the Shenzhen Component Index increased by 0.24%, the ChiNext Index went up by 0.23%, and the CSI 300 Index gained 0.12% [1] - Among the tradable A-shares, 1,813 stocks rose, accounting for 33.54%, while 3,479 stocks declined [1] Capital Flow - The main capital experienced a net outflow of 17.787 billion yuan, marking five consecutive trading days of net outflows [1] - The ChiNext saw a net outflow of 7.021 billion yuan, while the STAR Market had a net outflow of 378 million yuan; however, the CSI 300 constituents had a net inflow of 1.425 billion yuan [1] Industry Performance - Out of the 28 first-level industries classified by Shenwan, 9 industries saw gains, with the electronics and communication sectors leading with increases of 1.50% and 1.39%, respectively [1] - The sectors with the largest declines were beauty care and real estate, which fell by 1.73% and 1.35%, respectively [1] Industry Capital Inflow and Outflow - The electronics industry had the highest net capital inflow of 4.346 billion yuan, with a daily increase of 1.50% [1] - The banking sector also saw a net inflow of 1.314 billion yuan, with a daily increase of 0.92% [1] - Conversely, the pharmaceutical and biological industry experienced the largest net outflow of 3.729 billion yuan, declining by 0.85% [1] - Other sectors with significant net outflows included the computer industry, which saw a net outflow of 3.030 billion yuan, and non-bank financials, basic chemicals, and non-ferrous metals [1] Individual Stock Performance - A total of 1,750 stocks had net capital inflows, with 515 stocks seeing inflows exceeding 10 million yuan; 52 stocks had inflows over 100 million yuan [2] - The stock with the highest net inflow was Huadian Technology, which rose by 10.00% with a net inflow of 718 million yuan [2] - Other notable inflows included Zhongchao Holdings and Bank of China, with net inflows of 624 million yuan and 465 million yuan, respectively [2] - Stocks with net outflows exceeding 100 million yuan included Lakala, Rongfa Nuclear Power, and Dongfang Caifu, with outflows of 826 million yuan, 735 million yuan, and 415 million yuan, respectively [2]