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新 大 陆(000997) - 000997新 大 陆调研活动信息20250624
2025-06-24 10:07
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 ...
中国人民银行等六部门:鼓励试点地区在消费领域积极稳妥推行数字人民币
news flash· 2025-06-24 09:12
中国人民银行等六部门联合印发《关于金融支持提振和扩大消费的指导意见》,其中指出,持续优化支 付服务。支持金融机构聚焦"食、住、行、游、购、娱、医"等重点消费场景,持续推进支付便利化建 设,有效提升现金、银行卡、移动支付、数字人民币等各类支付方式的兼容性,为消费者提供更高效、 便捷的支付体验。持续提升适老化支付服务水平,优化重点领域外卡受理环境,深化信用卡消费与各类 场景的合作,有效满足老年人、外籍来华人员等群体支付服务需求。鼓励试点地区在消费领域积极稳妥 推行数字人民币。 ...
“南博会”主题硬钱包首次亮相!邮储银行昆明市分行架起金融服务“彩虹桥”
Core Viewpoint - The China Postal Savings Bank's Kunming branch successfully launched a digital RMB hard wallet at the 2025 South Asia Expo, attracting significant public interest and enhancing the local consumer market [1][4][9] Group 1: Digital RMB Hard Wallet Launch - The bank set up a dedicated 180 square meter financial service area at the expo, where over 500 digital RMB hard wallets were opened in just three hours [1][4] - The hard wallet features a unique design incorporating local cultural elements and is aimed at promoting safe and reliable digital transactions [4][6] Group 2: Financial Services and Products - The bank is not only targeting individual consumers but also offering tailored financial products for businesses, including the "Huinong e-loan" for coffee farmers, which provides quick funding without collateral [6][7] - Various financial products are designed to meet the diverse needs of different types of enterprises in the coffee industry, including credit loans and cross-border financing options [7][9] Group 3: Strategic Goals and Future Plans - The bank aims to deepen the integration of digital RMB with the real economy and leverage technology and finance to enhance regional development [9]
数字人民币产品升级体验优化
Jing Ji Ri Bao· 2025-06-23 22:06
Core Viewpoint - The recent upgrade of the digital RMB APP to version 1.2 enhances user experience and operational convenience, reflecting the developers' commitment to user feedback and the creation of a secure and efficient payment platform [2][3]. User Experience and Interface Improvements - The homepage layout of the digital RMB APP has been significantly adjusted, moving frequently used functions like "Deposit to Bank" to the front for easier access [1]. - The wallet management experience has been optimized, allowing users to switch wallets more easily and customize their display order [1][2]. - The new version includes a streamlined process for removing digital RMB hard wallets, allowing users to unregister even if the wallet is lost or damaged [2]. Application Scenarios and Market Expansion - The digital RMB hard wallet has made progress in various application scenarios, including smart elderly care and campus environments, facilitating transactions in daily life [3]. - Future enhancements will support immediate tax refunds for foreign visitors, further expanding the use cases for the digital RMB hard wallet [3]. - Beyond retail payments, the digital RMB is also being applied in enterprise payments, cross-border transactions, and has established replicable models in non-tax payments and B2B transactions [3]. Industry Support and Development Potential - Industry experts are calling for increased support and legal protection for the digital RMB, emphasizing the need for market-driven incentive mechanisms to stimulate its development [4]. - Establishing such mechanisms is seen as crucial for attracting more merchants and service providers to adopt digital RMB, thereby broadening its application scenarios [4].
临港试点核心突破:离岸贸易金融服务的三维创新
Guo Ji Jin Rong Bao· 2025-06-23 13:36
Core Viewpoint - The Shanghai Lingang New Area is positioned as a key breakthrough for exploring offshore financial development in China, focusing on three-dimensional innovations in offshore trade financial services [1][7]. Group 1: Innovations in Offshore Trade Financial Services - Establishment of dedicated offshore trade accounts (FTT accounts) allows for cross-border fund transfers in seconds, aiming for a threefold increase in fund turnover rate by 2025 compared to traditional accounts [1]. - Implementation of digital RMB for cross-border settlements, with a target to cover 80% of offshore trade scenarios by 2026 [1]. - Simplification of business processes through blockchain technology, reducing the number of required paper documents from 20 to 3, significantly decreasing verification time from multiple days to seconds [1]. Group 2: National-Level Authenticity Verification Platform - Integration of data from six major systems, including foreign exchange, customs, and taxation, to create a national-level offshore trade authenticity verification blockchain platform, improving verification accuracy from 82% to 99% [2]. - The platform includes a risk heat map for automatic triggering of enhanced due diligence on high-risk transactions, ensuring full traceability of cross-border funds [2]. Group 3: Tax and Service Ecosystem - Upgraded tax incentives for offshore trade enterprises, including exemptions from income tax and VAT for offshore RMB settlement businesses [2]. - Introduction of a comprehensive financial service package, providing financing based on accounts receivable and establishing a service center for offshore trade enterprises [2]. Group 4: Offshore Bond and Multi-Currency Strategy - Legislative measures to establish a regulatory framework for offshore bonds by the end of 2025, enhancing the offshore attributes of these instruments [3]. - Expansion of available currencies in FTT accounts to 19 and signing currency swap agreements with countries like Vietnam and Egypt [3]. - Development of a digital RMB offshore bond lifecycle management platform by 2026, reducing settlement cycles and costs significantly [3]. Group 5: Pricing and Global Capital Attraction - Collaboration with Hong Kong and Singapore to create a RMB offshore bond yield curve, aiming to become a core pricing benchmark by 2030 [4]. - Implementation of tax exemptions for foreign investors in offshore bonds, with plans to introduce RMB offshore bond futures and options by 2026 [4]. Group 6: Institutional and Corporate Engagement - Integration of various account types into a new FT account, with a target increase in non-resident account penetration from 5.9% to 45% by 2026 [5]. - Incentives for state-owned enterprises to use RMB for at least 50% of payments in Belt and Road projects, along with export tax rebates for RMB settlements [5]. Group 7: Infrastructure and Regional Service Enhancement - Development of a global RMB offshore clearing center in Lingang by 2027, with a daily clearing volume target of 50 trillion yuan [6]. - Upgrading CIPS to a platform for both settlement and asset custody, with a goal of 50 trillion yuan in offshore bond custody by 2025 [6]. - Establishing a three-tier service structure to enhance offshore financial services across the Yangtze River Delta region [6]. Group 8: Long-term Vision - The strategy aims to establish Shanghai as a global offshore asset allocation center centered around RMB by 2030, enhancing its status in international financial governance [7].
京北方:公司主要围绕稳定币发行机构、运营机构以及合作商户三个方向进行技术支持和系统建设
news flash· 2025-06-23 10:24
Core Viewpoint - The company is focusing on providing technical support and system construction for stablecoin issuers, operators, and partner merchants as the stablecoin market enters a phase of compliance following the implementation of Hong Kong's Stablecoin Regulation [1] Group 1: Company Strategy - The company has accumulated rich experience in the digital RMB ecosystem and possesses core products such as a blockchain public service platform [1] - The company aims to innovate its business model based on compliance and customer needs, actively communicating with clients to explore feasible cooperation models [1] - The company has established a localized delivery team for digital currency in the Greater Bay Area, demonstrating extensive experience in system construction and customer service [1] Group 2: Business Development - The company is currently working on optimizing and upgrading its business delivery model in Hong Kong [1]
周度策略行业配置观点:当美联储拒绝为财政让步-20250622
Great Wall Securities· 2025-06-22 12:29
Group 1 - The report highlights that the A-share market experienced fluctuations driven by "geopolitical risks and policy games," with the Shanghai Composite Index declining by 0.52%, the Shenzhen Component Index by 1.16%, and the ChiNext Index by 1.66% during the week of June 16-20, 2025 [1][8] - The report notes that the recent Lujiazui Financial Forum emphasized two main themes: optimizing the cross-border payment system and improving the financing environment for technology enterprises, maintaining a "small steps, quick runs" approach without announcing any overly unexpected policies [1][9] - The report indicates that the U.S. Federal Reserve maintained its hawkish stance during the June FOMC meeting, keeping the benchmark interest rate unchanged at 4.25%-4.50% and signaling the need for more data to confirm inflation's return to the 2% target before considering rate cuts [1][9] Group 2 - The report discusses the current U.S. economic situation, indicating a "quasi-stagflation" environment characterized by weakened growth momentum and persistent inflation, with the GDP growth forecast for 2025 lowered to 1.4% and core PCE inflation expectations raised to 3.1% [2][17] - It highlights the increasing fiscal burden due to high interest rates and rising import costs from tariff policies, which exacerbate inflation without effectively increasing fiscal revenue, potentially leading to a long-term scenario of low growth and high inflation in the U.S. economy [2][17] - The report suggests that in the context of China's stable macro policy, sector allocation should focus on industry profit certainty to cope with external shocks and increased market volatility, with a particular emphasis on supporting the technology sector [3][18] Group 3 - The report identifies fire power generation as a sector to watch, citing its dual logic of high dividend defense and profit improvement expectations, with coal prices continuing to decline and summer peak electricity demand increasing [3][18] - It discusses stablecoins as a potential tool to maintain the strength of the U.S. dollar, with the global promotion of stablecoins indirectly expanding dollar demand, while China is building an offshore RMB stablecoin ecosystem to promote RMB internationalization [4][19] - The report notes that the Hang Seng Technology Index is currently in a "top and bottom" oscillation pattern, with leading companies benefiting from both consumption stimulus policies and technology self-reliance strategies, making it a sector of strong interest [4][19]
计算机周观察20250622:关注稳定币及跨境支付产业链投资机会
CMS· 2025-06-22 11:27
Investment Rating - The report maintains a "Recommended" rating for the industry, indicating a positive outlook for the sector's fundamentals and expected performance relative to the benchmark index [2]. Core Insights - The report highlights the launch of the Cross-Border Payment System by the People's Bank of China and the Hong Kong Monetary Authority, which aims to enhance cross-border payment efficiency and reduce costs [9][12]. - The report emphasizes the growing importance of stablecoins in the financial ecosystem, particularly in cross-border payments, as regulatory frameworks evolve [17][18]. - The report suggests investment opportunities in both stablecoin issuers and cross-border payment service providers, indicating a shift towards integrating traditional finance with Web3 technologies [18]. Summary by Sections Industry Overview - The industry comprises 284 listed companies with a total market capitalization of 3,263.3 billion and a circulating market value of 2,874.2 billion [2]. Market Performance - The computer sector experienced a decline of 1.83% in the third week of June 2025, with notable performers including Sifang Jingchuang and Jin Chengzi [19]. Key Developments - The Cross-Border Payment System will officially launch on June 22, 2025, facilitating efficient and secure cross-border transactions between mainland China and Hong Kong [9][12]. - The initial batch of 12 participating institutions includes major banks from both regions, covering three core areas of cross-border payment services [14][12]. Regulatory Environment - The report discusses the recent legislative developments in the U.S. regarding stablecoins, including the passage of the GENIUS Act, which aims to establish a federal regulatory framework for stablecoins [17]. - The report notes that the stablecoin market is projected to exceed 2 trillion by 2028, driven by increasing adoption and regulatory clarity [17]. Investment Recommendations - The report advises focusing on two main categories for investment: 1) issuers and exchanges with strong business models, such as Circle and Coinbase, and 2) cross-border payment service providers and custodial banks, including New Guo Du and Zong An Online [18].
“水龙头要拧大,输水管要畅通”!黄奇帆、李扬、王一鸣等最新发声!
证券时报· 2025-06-21 10:48
Core Viewpoint - The forum emphasizes the need for a stable economic environment in China, focusing on expanding domestic demand and enhancing the production service industry as key drivers for economic growth [1][3][10]. Group 1: Production Service Industry - The production service industry is crucial for improving manufacturing efficiency and technological advancement, spanning the entire industrial chain [3]. - There is a call to elevate the share of the production service industry from 27%-28% to 35% over the next decade, which would contribute to a more rational industrial structure and high-quality development [3]. Group 2: Monetary Policy and Economic Stability - The current economic landscape faces challenges such as insufficient effective demand and low prices, necessitating a rich toolbox of monetary policy to support stable economic growth [4][6]. - The establishment of a digital RMB international operation center in Shanghai is part of the strategy to enhance monetary policy tools [6]. Group 3: International Competition and Foreign Investment - The international competitive landscape has shifted from vertical to horizontal division, with increased competition from domestic firms leading to the exit of some foreign companies [7][9]. - There is a recognition of the need to improve the investment environment to attract foreign investment, despite the challenges posed by the changing competitive dynamics [8]. Group 4: Domestic Demand Expansion - The need to address the shortfall in domestic consumption is highlighted, with a focus on increasing residents' income and enhancing service consumption [11]. - Policies should ensure that fiscal spending growth outpaces nominal GDP growth to effectively stimulate total demand [11]. Group 5: Stabilizing Enterprises - Stabilizing enterprises is deemed essential for achieving broader economic stability, with recommendations for improving business conditions and market environments [12][14]. - Enhancing enterprise vitality through property rights protection and reducing administrative monopolies is crucial for fostering a competitive market [14].
2025陆家嘴论坛点评:对外开放更加确定,金融助力科创包容性提升
Orient Securities· 2025-06-20 01:36
宏观经济 | 动态跟踪 对外开放更加确定,金融助力科创包容性 提升 2025 陆家嘴论坛点评 研究结论 首次明确平准基金定位,关注稳定资本市 场的战略力量 2025-04-11 报告发布日期 2025 年 06 月 20 日 | 有关分析师的申明,见本报告最后部分。其他重要信息披露见分析师申明之后部分,或请与您的投资代表联系。并请阅读本证券研究报告最后一页的免责申明。 | | --- | 陈至奕 021-63325888*6044 chenzhiyi@orientsec.com.cn 执业证书编号:S0860519090001 香港证监会牌照:BUK982 孙金霞 021-63325888*7590 sunjinxia@orientsec.com.cn 执业证书编号:S0860515070001 孙国翔 sunguoxiang@orientsec.com.cn 执业证书编号:S0860523080009 ⚫ 5 月末陆家嘴论坛公告即将举行之际,曾对"中央金融管理部门将发布若干重大金融 政策"作过预告,市场对金融继续支持宏观总量增长的期待有所抬升,但从论坛公 布的政策内容看,更加侧重将对外开放与科技转型置于更关 ...