Group 1 - Financial technology sector continues to strengthen, with New Guodu surging over 12% and other stocks like Zhao Ri Technology and Zhinancun also seeing significant gains [1] - The Financial Technology ETF (159851) rose by 1.61%, achieving a trading volume exceeding 400 million yuan [1] - The People's Bank of China is set to develop a new phase of financial technology development planning, aiming to enhance the digital transformation of finance [1] Group 2 - From a strategic perspective, financial technology is entering a new round of innovation opportunities, supported by favorable policies such as the recent legislation in Hong Kong and financial opening measures announced by the central bank [3] - The "1+6" policy is seen as a strong initiative for capital markets to better serve technological innovation and new productivity development, with a focus on retail brokers and financial technology targets [3] - The financial technology sector is expected to benefit from improved liquidity and active market trading, with internet brokers and financial IT firms poised for growth [3]

Group 1 - The company adjusted the maximum repurchase price per share from RMB 37.00 to RMB 36.79, effective from July 1, 2025 [1][3] - The total amount allocated for share repurchase is between RMB 3.50 billion and RMB 7.00 billion, with a repurchase period of 12 months from the approval date [1][2] - The company plans to distribute a cash dividend of RMB 2.20 per 10 shares, with adjustments based on changes in the total number of shares eligible for profit distribution [1][2] Group 2 - As of the announcement date, the company holds 26,492,392 shares in the repurchase account, which will not participate in the upcoming profit distribution [2] - The adjusted maximum repurchase price calculation accounts for the cash dividend, resulting in a decrease of RMB 0.2143527 per share [3] - The estimated number of shares to be repurchased ranges from approximately 951.35 million to 1,902.69 million, depending on the total repurchase amount [3]

Group 1 - The transformation of Lianjia boat dwellers from living on water to settling on land illustrates the positive impact of financial innovation in China, particularly through products like housing loans and entrepreneurial loans [1][2] - The establishment of a credit rating system for fishermen has enabled former boat dwellers to access credit limits of up to 1.5 million yuan, facilitating their transition from mere survival to thriving businesses [1][2] Group 2 - Xi Jinping's leadership in Fujian from 1985 to 2002 was marked by a strong emphasis on financial reform and innovation, laying the groundwork for modern financial practices in the region [2][3] - The strategic planning during Xi's tenure in Xiamen included the development of a comprehensive financial strategy that anticipated the implementation of deposit insurance, which was realized in 2015 [4] Group 3 - The introduction of financial officers in rural areas has improved access to financial services for villagers, allowing for better alignment of financial products with local needs [7][8] - The initiative to send financial personnel to rural areas has resulted in enhanced understanding of local agricultural needs and improved financial literacy among farmers [8] Group 4 - The financial sector in Fujian has seen significant growth, with a focus on supporting the real economy through various financial products and services, including those aimed at small and micro enterprises [12][15] - The balance of loans in the forestry sector reached 161.38 billion yuan, reflecting a 13.7% year-on-year increase, indicating a robust support system for rural economic development [15] Group 5 - The establishment of the Xiamen International Bank and other financial institutions has played a crucial role in supporting the development of the local economy and facilitating foreign investment [16][17] - The financial reforms initiated in Xiamen have set a precedent for broader financial liberalization across China, enhancing the region's attractiveness to international financial institutions [18] Group 6 - The focus on financial risk prevention has been a key aspect of Fujian's financial strategy, with measures implemented to maintain stability and prevent systemic risks [19][21] - The establishment of a financial dispute resolution center in Xiamen has contributed to maintaining a stable financial environment by effectively addressing consumer grievances [22]

证券代码：000997 证券简称：新大陆 公告编号：2025-043 新大陆数字技术股份有限公司 关于权益分派实施后调整回购股份价格上限的公告 调整前回购股份价格上限：37.00 元/股 调整后回购股份价格上限：36.79 元/股 回购股份价格上限调整生效日期：2025 年 7 月 1 日 一、回购股份的基本情况 新大陆数字技术股份有限公司（以下简称"公司"）分别于 2024 年 10 月 25 日、2024 年 12 月 3 日召开了第九届董事会第三次会议、2024 年第一次临时股东 大会，审议通过了《关于以集中竞价交易方式回购公司股份方案的议案》。公司 使用自有或自筹资金以集中竞价交易方式回购公司已在境内发行上市人民币普 通股（A 股）股票，回购资金总额不低于人民币 3.50 亿元（含），不超过人民币 7.00 亿元（含），回购股份价格不超过人民币 37.00 元/股（含），具体回购资金 总额以回购期满时实际回购股份使用的资金总额为准。本次回购股份的实施期限 为自股东大会审议通过回购股份方案之日起 12 个月内。（内容详见公司 2024 年 10 月 26 日披露的《关于以集中竞价交易方式回购公司股份方案 ...

证券代码：000997 证券简称：新大陆 公告编号：2025-042 新大陆数字技术股份有限公司 关于2024年年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示： 1、新大陆数字技术股份有限公司（以下简称"公司"）2024 年年度股东大 会审议通过的 2024 年年度利润分配方案为：以公司实施权益分派股权登记日登 记的股份总数扣减公司回购专用证券账户中的股份为基数，2024 年年度按每 10 股派发现金股利 2.20 元（含税），本年度不以公积金转增股本，不送红股，剩余 未分配利润结转下一年度。利润分配预案披露至实施期间，若公司可参与利润分 配的股份总额发生变动，将按照分配比例不变的原则对分配总额进行调整。 2、截止至本公告披露日，公司回购专用账户共持有股份 26,492,392 股，以 上股份不享有参与本次利润分配的权利，不参与本次权益分派。本次权益分派实 施后除权除息价格计算时，根据股票市值不变的原则，以公司总股本 1,032,062,937 股（含回购股份）折算后的每 10 股现金股利（不四舍五入，保留 6 位小数）=实际派 ...

新大陆数字技术股份有限公司投资者关系活动记录表 编号：2025-004 | 特定对象调研□分析师会议 |  | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | □新闻发布会□路演活动 类别 | | |  现场参观 |  其他（线上交流） | | | 信达澳亚基金王建华；国君资管范明；富国基金陈天元；易 | | | 米基金杨浩伟；鹏华基金杨飞；国寿资产曹阳高奕昂朱丽江； | | | 国泰基金韩知昂顾益辉；广发基金敖明皓；华创自营杜郁坤； | | 参与单位名称及 人员姓名 | 上银基金张和睿；国海证券郭义俊；中金证券童思艺；光大 | | | 证券白玥；中信建投证券应瑛；中邮证券丁子惠；东北证券 | | | 吴源恒唐凯；华创证券周楚薇；中信证券潘儒琛；广发证券 | | 刘雪峰李婉云 线下交流时间： | | | 2025 年 6 月 2025 年 6 月 | 5 日（周四）14:00-15:00 6 日（周五）10:00-11:00 | | 2025 年 6 月 | 6 日（周五）15:00-16:00 | | 年 月 2025 6 | 10 日（周二）14:00-15:00 ...

Core Insights - The China Hong Kong stablecoin legislation indicates a rapid development phase for blockchain and cryptocurrency technologies, reflecting a positive attitude towards fintech innovation in the region [1] - The People's Bank of China introduced eight financial opening measures at the 2025 Lujiazui Forum, including the establishment of a digital RMB international operation center, promoting the internationalization of digital RMB, and supporting financing for tech companies [1] Financial Technology ETF Performance - The Financial Technology ETF (516860) has seen a net inflow of financing amounting to 1.03 million yuan this month, with a total financing balance of 56.35 million yuan [2] - As of June 23, 2025, the Financial Technology ETF has achieved a one-year net value increase of 86.82%, ranking 10th out of 2869 index stock funds, placing it in the top 0.35% [2] - The ETF's highest single-month return since inception was 55.92%, with the longest consecutive monthly gain being three months and a maximum cumulative increase of 113.16% [2] - The average monthly return during rising months is 10.19%, with an annual profit percentage of 66.67% and a historical three-year holding profit probability of 97.19% [2] Risk and Return Metrics - The Sharpe ratio for the Financial Technology ETF over the past year is 1.39, indicating a favorable risk-adjusted return [3] - The ETF has experienced a relative drawdown of 0.44% compared to its benchmark since the beginning of 2025 [4] Fee Structure and Tracking Accuracy - The management fee for the Financial Technology ETF is 0.50%, and the custody fee is 0.10%, which are among the lowest in comparable funds [5] - The tracking error for the ETF over the past year is 0.045%, the highest tracking precision among comparable funds [5] Index Composition - As of May 30, 2025, the top ten weighted stocks in the China Securities Financial Technology Theme Index (930986) account for 52.03% of the index, with notable companies including Tonghuashun (300033) and Dongfang Caifu (300059) [5][7]

Group 1 - Financial stocks in both Hong Kong and A-shares experienced significant gains, with notable increases of 18%, 14%, and 13% for Sifang Jingchuang, Lakala, and Advanced Digital Technology respectively in A-shares, and over 6% for ZhongAn Online and Yika in Hong Kong [1] - The launch of the Cross-Border Payment System on June 22 marks a significant development, enabling real-time cross-border remittances between residents of mainland China and Hong Kong, which is expected to attract more liquidity to Hong Kong [1] - Morgan Stanley views the Cross-Border Payment System as a mild positive for financial stocks, anticipating that it will support trading volumes in Hong Kong due to interest rate differentials between the mainland and Hong Kong [1] Group 2 - The approval of stablecoin legislation by the Hong Kong government has led to a surge in research on stablecoins, with at least 16 brokerage firms publishing over 24 research reports in the past week [1] - The combination of cross-border payment innovations and deepening financial openness is positioning the Cross-Border Payment System and stablecoins as new engines for industry development [1] - Notable financial products include the Financial Technology ETF from Huaxia, which rose by 4.55%, and the Hong Kong Stock Connect Financial ETF, which increased by 1.68%, both reflecting the bullish sentiment in the market [2]

金十图示：2025年06月23日（周一）中国科技互联网公司市值排名TOP 50一览 | 25 | | 新东方 | 76.22 | | | --- | --- | --- | --- | --- | | 26 | | 恒生电子 | 76.05 | | | 27 | | 好未来 | 63.07 | 11 | | 28 | | 金蝶国际 | 61.36 | 1 t | | 29 | | 奇富科技 | 57.56 | 3 1 | | 30 | | 同程旅行 | 57.3 | 11 | | 31 | | 巨人网络 | 56.49 | 2 t | | 32 | | 万国数据 | 55.83 | 2 1 | | 33 | | 昆仑万维 | 55.18 | 2 ↑ | | 34 | | 中国软件 | 53.9 | 4 1 | | 35 | HD 1114 | 润和软件 | 52.96 | 11 2 1 | | 36 | 34.44 | 柏楚电子 | 52.55 | | | 37 | | 深信服 | 51.37 | 3 1 | | 38 | | 拓维信息 | 50.86 | 11 | | 39 | | 三七互娱 | 50.53 ...

Summary of Key Points from Conference Call Records Company: Apple Inc. Financial Performance - Apple reported a revenue growth of only 2% in Q2 2025, despite a 15.6% increase in iPhone shipments, indicating a slowdown in revenue growth [1][2] - iPhone revenue for the quarter was $46.8 billion, with Mac and iPad sales exceeding expectations due to a shift in product structure [2] - The company announced a 14% increase in cash dividends to $0.26 per share and a new $100 billion share repurchase plan, reflecting strong cash flow [1][2] AI Strategy - Apple's AI strategy is considered relatively slow, with the release of Apple Intelligence followed by slow updates to features, and the launch of Siri's AI capabilities delayed [1][4] - CEO Tim Cook acknowledged the need for more time to enhance AI functionalities and to navigate regulatory approvals in China [1][4] - Apple plans to build its own data centers and foundational models while collaborating with Alibaba [1][4] Cost and Supply Chain Management - The company anticipates an increase of $900 million in costs for Q2, with a projected gross margin decline of about 1% [1][5] - Most iPhones sold in the U.S. are expected to be produced in India, while other devices will primarily come from Vietnam [1][5] - By 2026, Apple expects to manufacture 80 million iPhones in India, up from 15 million in 2024 [1][5] Regulatory and Antitrust Challenges - Apple faces significant data regulation and antitrust pressures, with service revenue growth rate declining to 11.6% from 13.9% [1][6][7] - The U.S. Department of Justice's antitrust lawsuit against Google may impact Apple's revenue, and a court ruling requiring Apple to loosen its App Store control could lead to increased service subscription pricing or monetization through AI features [1][7] Company: Qualcomm Inc. Financial Performance - Qualcomm's Q2 2025 performance slightly exceeded expectations, with a 15% year-over-year revenue growth and GAAP net profit above expectations [3][10] - The company expects Q3 2025 revenue to be between $9.9 billion and $10.7 billion, which is below market expectations [3][9] Business Segments - The QTL business revenue forecast is lower than expected, while the QCT business is in line with expectations [3][9] - Mobile business is projected to grow by 10% year-over-year, with IoT and automotive businesses expected to grow by 15% and 20%, respectively [3][9] Strategic Acquisitions and Partnerships - Qualcomm has made strategic acquisitions of Edge Impulse and Focus AI to enhance its edge AI capabilities and has partnered with Palantir to integrate AI solutions [3][11] Market Position and Future Outlook - Qualcomm has made significant progress in diversifying its business, particularly in the automotive sector, with 30 new design wins expected to generate $8 billion in revenue by 2029 [3][12] - The company aims to increase its market share in the smartphone and PC sectors, with a target of 12% in the Windows PC market [3][13] Industry Insights - The software industry has shown strong defensive characteristics in the current market environment, outperforming the Nasdaq index [26][27] - The media industry is experiencing a recovery, with a revenue growth rate of 5.6% and a net profit growth rate of 39% driven by key players like Century Huatong and Light Media [17] - The gaming sector is expected to see a 20% revenue growth due to new product launches in the upcoming quarter [17]