YSS(SZ:300377) Xin Lang Ji Jin·2025-05-12 06:25Core Viewpoint - The financial technology sector is experiencing significant upward movement, driven by a series of robust financial policies announced by key regulatory bodies in China, which aim to stabilize the market and boost investor confidence [1][3]. Group 1: Market Performance - Major financial technology stocks such as Ying Shisheng surged over 11%, while Newland reached the daily limit, and other companies like Guiding Compass, Yinzhijie, Dongfang Caifu, and Kela Software saw increases of over 4% [1]. - The Financial Technology ETF (159851) rose by 3% in the afternoon session, with a trading volume exceeding 400 million CNY [1][2]. Group 2: Policy Impact - A press conference held by the State Council on July 7 revealed a comprehensive set of financial policies from the People's Bank of China, the Financial Regulatory Bureau, and the China Securities Regulatory Commission, signaling strong support for market stability and investor expectations [1][3]. Group 3: Investment Opportunities - Open Source Securities highlighted that the current macroeconomic environment and proactive policies favor opportunities in the non-bank financial sector, particularly benefiting brokerage firms and financial information services [3]. - The financial technology index includes several key stocks related to the Hongmeng concept, such as Runhe Software and Donghua Software, suggesting potential investment avenues [3]. - The Financial Technology ETF (159851) tracks the CSI Financial Technology Theme Index, covering popular themes like AI applications, internet brokerages, Huawei Hongmeng, financial IT, and Xinchuang [3].