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事关稳定币,多地紧急提示!
天天基金网· 2025-07-14 05:52
随着香港《稳定币条例》8月1日生效日期临近,"稳定币"等概念持续升温,成为各方关注焦点。在市场 狂欢的同时,不法分子利用"稳定币"作为噱头的非法活动也开始抬头。 7月以来,北京、深圳、苏州、重庆及宁夏等多地金融部门相继发布风险警示公告,明确表示"稳定 币"正被违法分子利用,成为实施非法集资、金融诈骗等犯罪活动的幌子,其潜在风险值得高度警惕。 7月11日,"苏州金融"微信公众号发布了《关于警惕以"稳定币"等为名开展非法集资的风险提示》。在 风险提示中,苏州市防范和打击非法金融活动工作机制办公室提示广大消费者:虚拟货币不具有与法定 货币等同的法律地位,虚拟货币相关业务活动属于非法金融活动,境外虚拟货币交易所通过互联网向我 国境内居民提供服务同样属于非法金融活动,参与虚拟货币投资交易活动存在法律风险。 "苏州金融"补充提示道,未经国家金融管理部门依法许可的机构,不具有公开吸收公众存款的资质。编 造所谓的"虚拟货币""虚拟资产""数字资产"等投资项目,公开宣传并吸收公众资金的行为是违法行为。 在这之前,深圳市防范和打击非法金融活动专责小组办公室于7月7日就发布了警惕以稳定币等名义实施 非法集资的风险提示。 该提示显示 ...
研选行业丨PCB升级迭代关键材料,价格已上涨超16%,3只国产黑马有望迎来盈利释放与估值重估
第一财经· 2025-07-14 01:53
Group 1: PCB and Special Glass Fiber Cloth - The price of key materials for PCB upgrades has increased by over 16%, with three domestic companies expected to see profit releases and valuation reassessments [2] - The rapid iteration of PCB and CCL driven by AI development has led to a supply-demand gap for special glass fiber cloth, indicating a strong market demand [4] - The market for special electronic cloth is anticipated to grow rapidly, with domestic manufacturers accelerating their market penetration [5] Group 2: Stablecoins - The scale of stablecoins is expected to reach $3.7 trillion in 3-5 years, with profits comparable to "money printing," highlighting key beneficiary selections [6][8] - The development of compliant stablecoins and payment infrastructure is projected to expand rapidly in the next few years [10] - The strategic significance of developing compliant stablecoins in Hong Kong is noted, with a recommendation to monitor licensing applications and issuance progress [11] Group 3: Huangjiu Industry - The Huangjiu industry is undergoing a structural change, with leading companies focusing on "premiumization," "youthfulness," and "nationalization," suggesting a potential bottoming phase for the industry [12] - The historical cultural significance of Huangjiu is emphasized, indicating a promising outlook for the industry [14] - The concentration of the Huangjiu industry is increasing, with a trend towards strengthening the dominance of leading companies [16]
周观点:持续看好稳定币和RWA投资机会-20250713
KAIYUAN SECURITIES· 2025-07-13 12:51
Investment Rating - The industry investment rating is maintained as "Positive" [2] Core Viewpoints - The report continues to favor investment opportunities in stablecoins and Real World Assets (RWA), emphasizing the potential for the development of RMB stablecoins to enhance the global influence of the RMB [6][12] - The implementation of the Hong Kong Stablecoin Regulation on August 1, 2025, will require licenses for issuing stablecoins, which is seen as a key entry point for traditional banks and fintech companies [7][13] - The market for stablecoins is rapidly expanding from cryptocurrency trading to broader payment applications, with significant growth in market size and trading activity anticipated [8][14] Summary by Sections Weekly Perspective - The report highlights the ongoing positive outlook for stablecoins and RWA investment opportunities, suggesting a combined development model for domestic and offshore RMB stablecoins [6][12] - The report notes that the Hong Kong Stablecoin Regulation will officially take effect on August 1, 2025, requiring licenses for stablecoin issuance, which will impact market dynamics [7][13] Company Dynamics - Companies such as iFlytek are forecasting a revenue increase of 15%-20% for the first half of 2025, while other firms like Rui Ming Technology expect a net profit increase of 53.64% to 77.90% [17] - Strategic collaborations are being formed, such as the partnership between Zhongke Xingtou and Zhongke Shuguang to advance technology in the space sector [22] Industry Dynamics - The report mentions that the AI unicorn Zhipu AI is preparing for simultaneous listings in Hong Kong and A-shares, indicating strong market interest [27] - Amazon is considering a significant investment in AI startup Anthropic, which reflects ongoing trends in the AI sector [30]
计算机周观察:继续推荐RWA、稳定币主线,关注RDA投资机会
CMS· 2025-07-13 12:16
Investment Rating - The report maintains a "Recommend" rating for the industry, indicating a positive outlook for the sector's fundamentals and expected performance relative to the benchmark index [3][27]. Core Insights - The report emphasizes the ongoing focus on stablecoins and Real World Assets (RWA), particularly in light of recent discussions by the Shanghai State-owned Assets Supervision and Administration Commission regarding cryptocurrency and stablecoin development [6][9]. - RDA (Real Data Assets) is highlighted as a key innovation in the RWA space, aiming to enhance the marketization and valuation of data elements, thus driving efficiency in the integration of real assets and capital [10][12]. Industry Overview - The industry comprises 284 listed companies with a total market capitalization of 3,586.9 billion and a circulating market value of 3,156.1 billion [3]. - The computer sector has shown strong performance, with absolute returns of 78.1% over 12 months and relative performance of 62.3% compared to the benchmark [5]. Market Developments - The report notes significant developments in the stablecoin sector, particularly the push for a pilot program for RMB stablecoins in the Shanghai Free Trade Zone [9][10]. - RDA is positioned as a transformative force in the data asset market, with its framework designed to facilitate the valuation and trading of data assets, thereby unlocking new financing channels for enterprises [12][13]. Investment Recommendations - The report suggests focusing on companies involved in stablecoin issuance, cryptocurrency exchanges, IT service providers, and cross-border payment firms, with specific mentions of companies like 恒生电子, 顶点软件, and 朗新集团 [15][16]. - It also highlights the potential of RDA to accelerate the marketization and valuation of data elements, recommending investments in infrastructure firms and data service providers [16].
事关稳定币,多地紧急提示!
证券时报· 2025-07-13 12:13
近段时间以来,数字货币领域里以"稳定币"为代表的相关概念热度一度飙升,引发市场持续聚焦。 日前,包括北京、深圳、苏州、重庆、宁夏等在内的多地机构接连发布风险提示,严肃指出这一新兴概念正被 不法分子当作"障眼法",肆意用于非法集资、诈骗等违法犯罪活动,危害不容小觑。 深圳:增强理性投资意识 进入7月份,最早的一份关于警惕稳定币所涉相关风险的提示出自深圳。 7月7日,深圳市委金融办官网显示,深圳市防范和打击非法金融活动专责小组办公室("专责小组")就稳定币 涉及的相关风险发出风险提示。 据专责小组监测发现,一些不法机构以"金融创新""数字资产"等为噱头,利用社会公众对稳定币等了解不足的 特点,通过发行所谓"虚拟货币""虚拟资产""数字资产"等方式吸收资金,诱导社会公众参与交易炒作,扰乱经 济金融秩序,滋生非法集资、赌博、诈骗、传销、洗钱等违法犯罪活动,严重危害社会公众财产安全。 深圳市防范和打击非法金融活动专责小组办公室提示:此类不法机构未经国家金融管理部门依法许可或者违反 国家金融管理规定,不具有公开吸收公众存款的资质。 该类机构利用稳定币等新概念进行炒作,编造所谓的"虚拟货币""虚拟资产""数字资产"等投资项 ...
事关稳定币,多地紧急提示!
券商中国· 2025-07-13 09:15
近段时间以来,数字货币领域里以"稳定币"为代表的相关概念热度一度飙升,引发市场持续聚焦。 该类机构利用稳定币等新概念进行炒作,编造所谓的"虚拟货币""虚拟资产""数字资产"等投资项目,公开虚假 宣传并吸收公众资金,滋生非法集资、赌博、诈骗、传销、洗钱等违法犯罪活动。 "请广大群众增强理性投资意识,不要盲目相信天花乱坠的承诺,树立正确的货币观念和投资理念,切实提高 风险意识,避免上当受骗。"风险提示称,若发现相关机构以投资稳定币等名义从事非法集资行为,请及时向 市、区处非牵头部门或公安部门举报。 实际上,在深圳市防范和打击非法金融活动专责小组办公室发布风险提示之后,"宁夏防非打非办""重庆打 非"等微信公众平台陆续发布类似的关于警惕以稳定币等名义实施非法集资的风险提示。 苏州:虚拟货币相关业务活动属于非法金融 日前,包括北京、深圳、苏州、重庆、宁夏等在内的多地机构接连发布风险提示,严肃指出这一新兴概念正被 不法分子当作"障眼法",肆意用于非法集资、诈骗等违法犯罪活动,危害不容小觑。 深圳:增强理性投资意识 进入7月份,最早的一份关于警惕稳定币所涉相关风险的提示出自深圳。 7月7日,深圳市委金融办官网显示,深圳市 ...
警惕利用“稳定币”概念实施非法集资 深圳、北京发布风险提示
中经记者郑瑜北京报道 今年5月,中国香港通过《稳定币条例草案》,在香港设立法币稳定币发行人的发牌制度,引发稳定币 概念走热。 需要指出的是,在中国内地市场,目前开展任何形式的虚拟货币业务和相关投资均被禁止。而截至目 前,香港稳定币发行人沙盒计划还在测试阶段,因此还未有成功发行的稳定币项目。 真正的稳定币发行、运营需符合严格监管,而市场上许多"伪币"只是借壳行骗。密码学博士、安徽栈谷 科技有限公司董事长高承实向《中国经营报》记者强调,除了机构,稳定币对个体来讲不具有投资价 值。所谓高收益稳定币、区块链互助基金等项目,基本可以判断其为骗局。 事实上,对于当前不法机构和个人的炒作,北京互金协会指出,已经具有显著的非法集资风险特征: 一是资质缺失。这些机构或个人未经国务院金融管理部门依法批准或备案,不具备面向社会公众吸收存 款、销售理财产品或发行证券的合法资质。 近期,以稳定币为代表的数字货币受到市场广泛关注,但相关骗局也有抬头迹象。 继深圳市防范和打击非法金融活动专责小组办公室发布《关于警惕以稳定币等名义实施非法集资的风险 提示》后,日前,北京市互联网金融行业协会(以下简称"北京互金协会")也发布《关于警惕利用"稳 ...
AI25H2(3):数据为先,RDA推动实数融合
NORTHEAST SECURITIES· 2025-07-12 08:36
Investment Rating - The report rates the industry as "Outperforming the Market" [5] Core Insights - The trend of combining onshore and offshore RMB stablecoins is emerging, with Hong Kong leading the offshore RMB business, supported by regulatory advancements [2] - RDA (Real Data Assets) is positioned as a foundational element to promote the synergy between RWA (Real World Assets) and RMB stablecoins, enhancing the credibility and value of underlying assets through data verification [3] - The global scale of RWA has rapidly increased from $300 million at the end of 2021 to $25.44 billion as of July 12, 2025, with projections to reach $600 billion by 2030 [3] - The collaboration between stablecoins and RDA/RWA is expected to enhance the global circulation of RMB assets and support the internationalization of the RMB [3] Summary by Sections Section 1: Industry Dynamics - The offshore RMB stablecoin market is developing with a focus on Hong Kong, Singapore, and London, indicating a trend towards a combined approach for domestic and offshore RMB stablecoins [2] - RDA is a new innovative experiment in China aimed at overcoming financing bottlenecks for real assets, transforming true data into valuable assets [3] Section 2: Market Data - The computer industry has a total market capitalization of approximately 44,223.45 billion, with a circulating market value of about 25,383.08 billion [5] - The industry has shown a 55% absolute return over the past 12 months, indicating strong performance relative to the market [5] Section 3: Related Companies - Companies related to data assets include Shanghai Steel Union, Daotong Technology, and others, while blockchain transaction companies include Yuxin Technology and New Guodu [4]
五城7月“点名”稳定币:一手探索一手风控
Core Viewpoint - The article discusses the increasing attention and varied responses of different cities in mainland China towards stablecoins, highlighting a divide between cities focusing on exploration and those prioritizing risk warnings [1][3][5]. Group 1: City Responses to Stablecoins - Over the past month, more than five cities have mentioned stablecoins, with Shanghai, Wuxi, Qingdao, and Chengdu focusing on research and learning, while Beijing and Shenzhen have issued risk warnings [1][3]. - Wuxi is exploring the application of stablecoins to enhance foreign trade, with a reported foreign trade volume of 318.98 billion yuan from January to May, marking a historical high for the same period [3]. - Shanghai's State-owned Assets Supervision and Administration Commission held a meeting to discuss the development trends of cryptocurrencies and stablecoins, emphasizing the integration of blockchain technology in various sectors [3][4]. Group 2: Risk Warnings and Regulatory Focus - Shenzhen and Beijing have raised alarms regarding illegal fundraising activities associated with stablecoins, warning that such activities often lack proper regulatory approval and can lead to significant financial risks for investors [5][6]. - The regulatory approach in mainland China is currently focused on risk prevention, with strict oversight on trading, issuance, and circulation of stablecoins, while leaving room for future policy exploration [6][7]. Group 3: Implications for Market Participants - The differing attitudes of cities towards stablecoins provide a warning and preparation window for market participants, encouraging them to identify compliance risks and avoid regulatory pitfalls [7]. - The upcoming implementation of the Stablecoin Regulation in Hong Kong on August 1 is expected to enhance cross-border regulatory cooperation, prompting mainland companies to pay attention to regulatory alignment to avoid risks [8].
多地紧急敲警钟:警惕稳定币沦为非法集资、诈骗工具
Core Viewpoint - The rise of "stablecoins" and related digital currencies has attracted significant market attention, but regulatory bodies are warning that these concepts are being exploited by criminals for illegal fundraising and fraud activities [1][2][3] Regulatory Warnings - Multiple regulatory agencies have issued alerts regarding the risks associated with stablecoins, highlighting that illegal entities are using these concepts to mislead the public and engage in fraudulent activities [1][2] - The Beijing Internet Finance Industry Association pointed out that some institutions and individuals are misusing terms like "financial innovation," "blockchain technology," and "digital economy" to attract investments under false pretenses [1] Characteristics of Illegal Activities - The illegal fundraising activities exhibit several risk characteristics: - Lack of qualifications: Many of these entities do not have the necessary approvals from financial regulatory authorities to solicit public deposits or issue financial products [1] - Conceptual packaging: They often use complex and emerging concepts like "stablecoins," "decentralized finance (DeFi)," and "Web 3.0" to create information asymmetry and confuse investors [1] - False promises: There is a prevalence of exaggerated claims and false guarantees, such as "guaranteed profits" and "high fixed returns," exploiting the public's desire for high yields [1] - Fund pool operations: These schemes typically rely on new investors' funds to pay returns to earlier investors, creating a risk of significant losses if the funding chain breaks [2] - Risk spillover: Such activities can easily evolve into illegal fundraising, financial fraud, money laundering, and other criminal activities, disrupting economic order and harming public trust [2] Consumer Advisory - Regulatory bodies are advising consumers to be cautious of high-return promises and to verify the qualifications of institutions and products through official channels [2][3] - The Shenzhen Anti-Financial Crime Task Force has echoed similar warnings, emphasizing that entities involved in stablecoin activities often lack the necessary legal permissions [2][3] Industry Response - On June 30, JD Coin Chain Technology issued a statement clarifying misinformation regarding its involvement in stablecoin issuance, warning the public against fraudulent claims made by unauthorized entities [3] - The Financial Action Task Force (FATF) reported a significant increase in the use of stablecoins by illegal actors, including those linked to North Korea and drug trafficking, indicating a growing trend in illicit activities involving stablecoins [3]