“持牌”加速度！跨境支付市场“圈地战”升级

Core Insights - The cross-border payment market is experiencing a new wave of competition, with various players like SUNRATE, Payoneer, and others obtaining local payment licenses in China [1][4][7] - The recent approval for EasyLink Payment to change its name to Payoneer signifies its integration into the local market and aligns with the trend of cross-border payment institutions acquiring local licenses [3][4] - Financial reports indicate that many institutions have seen their overseas transaction volumes increase by over 100% in the first half of the year, highlighting the growth potential in this sector [1][7] Company Developments - EasyLink Payment has officially changed its name to Payoneer, with a new board of directors and management team in place [3] - SUNRATE acquired 100% of the shares of Chuanhua Payment for 315 million yuan, indicating a strategic move to enhance its local operations [4] - Other companies like Yikaka and Newland have also made significant strides in obtaining various payment licenses, further solidifying their positions in the cross-border payment landscape [5][8] Market Trends - The cross-border payment market is becoming increasingly competitive, with local payment licenses being a crucial factor for compliance and operational efficiency [6][9] - Financial reports show that companies like Lakala and *ST Rindong have reported substantial growth in cross-border payment transaction volumes, with Lakala reaching 37.1 billion yuan, a 73.5% increase year-on-year [8] - The trend of acquiring local licenses is seen as essential for building a one-stop payment settlement service system that integrates domestic and international operations [9]