天融信（002212.SZ）1月12日在投资者互动平台表示，公司自2020年起在数字货币、跨境支付安全相关 领域加大技术储备和布局，可为客户提供网络安全、数据安全、智算云等产品及解决方案。目前已有相 关的软件订单，占营收的比例还较小。 每经AI快讯，有投资者在投资者互动平台提问：请问贵司是否布局了数字人民币、跨境支付等安全管 理？请问是多久之前开始布局？请问是否有相关的软件订单？ （记者 王瀚黎） ...

Group 1 - The core viewpoint of the news is that Nantian Information has shown a positive stock performance with a 6.07% increase year-to-date and a significant rise in recent trading days, despite a net outflow of funds [1][2] - As of January 12, Nantian Information's stock price reached 19.04 yuan per share, with a market capitalization of 7.423 billion yuan [1] - The company reported a revenue of 7.091 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 21.90%, while the net profit attributable to shareholders was a loss of 10.8998 million yuan, a decrease of 119.49% compared to the previous year [2] Group 2 - Nantian Information's main business segments include IT product sales and industrial internet (47.59%), integrated solutions (31.41%), software development and services (19.63%), smart channel solutions (1.02%), and others (0.36%) [1] - The company has distributed a total of 469 million yuan in dividends since its A-share listing, with 102 million yuan distributed in the last three years [3] - As of September 30, 2025, the number of shareholders decreased by 20.65% to 59,900, while the average circulating shares per person increased by 26.02% to 6,494 shares [2]

1月12日，数字货币概念盘中集体走强，东信和平（002017）2连板。 | 钟 日线 周线 | 月线 | 更多周期 ▼ | 亮价・ 醤加・ | 画线 | 显示 - ● | 夏盘 | 简约 | 隐藏 » 23 | < | 002017 东 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 4203.13 张跌:+4.46% | | | | | | 深股通 融资融券 | | | | 27.71 | | | | | | | | | | 10.00% | | | | STATE AND STATE | | | | | | | | 8.57% | 交易状态 | | | | | | | | | | | 7.15% | 委比 | 100.00% | | | | | | | | | | 5.72% | | 购买L2查看 | | | | | | | | | | | | へ | | | | | | | | | | 4.29% | | 当前封 | | | | | | | | | | | | 楽信 封車足 | | | | | | | | | ...

Core Viewpoint - Zhongke Jiangnan's stock price has shown fluctuations with a recent increase of 2.05%, while the company faces a significant decline in revenue and net profit for the year 2025 [1][2]. Group 1: Stock Performance - As of January 12, Zhongke Jiangnan's stock price is 25.92 CNY per share, with a market capitalization of 9.146 billion CNY [1]. - The stock has increased by 4.85% year-to-date, but has decreased by 1.63% over the last five trading days [1]. - Over the past 20 days, the stock has risen by 33.40%, while it has increased by 17.18% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Zhongke Jiangnan reported a revenue of 364 million CNY, representing a year-on-year decrease of 26.28% [2]. - The company recorded a net profit attributable to shareholders of -64.249 million CNY, a significant decline of 1048.15% compared to the previous year [2]. Group 3: Shareholder Information - As of December 31, the number of shareholders for Zhongke Jiangnan is 21,100, a decrease of 1.25% from the previous period [2]. - The average number of circulating shares per shareholder has increased by 1.27% to 15,624 shares [2]. - The company has distributed a total of 473 million CNY in dividends since its A-share listing, with 365 million CNY distributed over the last three years [3].

1月12日，御银股份盘中上涨2.14%，截至09:49，报9.56元/股，成交6.76亿元，换手率10.81%，总市值 72.77亿元。 资金流向方面，主力资金净流出1046.42万元，特大单买入3009.94万元，占比4.45%，卖出4360.28万 元，占比6.45%；大单买入1.28亿元，占比18.91%，卖出1.25亿元，占比18.46%。 御银股份今年以来股价涨1.59%，近5个交易日涨10.90%，近20日涨46.40%，近60日涨23.07%。 今年以来御银股份已经2次登上龙虎榜，最近一次登上龙虎榜为1月6日，当日龙虎榜净买入4783.97万 元；买入总计3.14亿元 ，占总成交额比10.94%；卖出总计2.67亿元 ，占总成交额比9.27%。 资料显示，广州御银科技股份有限公司位于广东省广州市天河区高唐路234号9层，成立日期2001年4月 26日，上市日期2007年11月1日，公司主营业务涉及从事智能金融设备行业相关运营服务和自有物业打 造的产业园运营业务。主营业务收入构成为：经营租赁93.42%，ATM技术、金融服务6.58%。 御银股份所属申万行业为：计算机-计算机设备-其他计算机设备。 ...

注：2024年3月，笔者与杨晓晨、王喆、陈胤默合著的《数字货币的边界：颠覆还是渐进式变革？》在东方出版社出版。2026年1月，笔者与包宏合著的 《加密货币突破数字边界：全球博弈与中国方略》在中信出版集团出版，这是笔者团队关于数字货币的第二本书。欢迎朋友们关注。目前本书已经可以在 京东商城等线上书店购买。 第七章 中国的应对方略 一、本书目录 第三章 重塑美元霸权：加密货币对国际货币秩序的冲击 第四章 改变权力平衡：加密货币的政治化与地缘工具化 第一章 回溯突破之路：加密货币与现实世界的融合历程 加密货币从极客世界接入现实的"第一段路"（2009—2013年） 加密货币与现实世界的接口全面扩大（2014—2017年） 加密货币行业"现实化"和重构的关键阶段（2018—2020年） 加密货币的主流化与全面融入现实世界（2021—2025年） 第二章 扩展货币流通域：稳定币作为链接加密与现实世界的关键桥梁 稳定币发展的"全景图"：驱动因素、属性类别及角色定位 美元稳定币的主导地位：形成历程、深层动因与系统性影响 从货币流通域视角分析稳定币何以"破圈" 稳定币对国际支付与结算体系的革新与挑战 法币数字化的路径之争：以 ...

"中国资产不可投资论"退潮。 1月10日，在"2026年中国首席经济学家论坛年会"上，西班牙对外银行（BBVA）首席经济学家夏乐指出，在美元大循环边际弱化、数字货币重塑国际支付 体系的背景下，人民币国际化正重新站上顺风口。 同时，产业链重构与中国企业"走出去"正在创造更多跨境人民币使用场景；人民币汇率中期偏强、双边本币互换和跨境支付合作经验不断积累；CIPS体系、 海外清算行及多边"货币桥"项目的实践，也持续夯实人民币国际化的基础。 "更值得关注的是，海外投资者对中国资产的认知正在发生转变，'中国资产不可投资论'明显退潮，部分机构已将中国市场视为对冲美国科技资产泡沫的重 要选择。"夏乐表示。 尽管前景向好，夏乐强调，必须清醒认识到美元霸权不会轻易让位。人民币国际化的目标不应是取代美元，而是获得足够的体系性影响力。展望未来，他认 为，人民币国际化仍面临一系列现实政策抉择，包括如何在数字货币和支付"出海"路径上进行更优组合，以及如何在复杂地缘政治环境下稳步推进制度型开 放。 在夏乐看来，人民币国际化"风再起"的关键，首先来自外部环境的变化。其一，美国"MAGA"政策及高关税取向正在侵蚀美元的主导地位。2025年春 ...

币市风起云涌，但有两个现象值得关注：一方面，美国大型金融机构大肆购入比特币；另一方面，国内针对加密货币的监管态度则不断趋严。 以2024年为例，美国投资者通过比特币ETF投资的比特币数量将达到45万枚，而全球比特币挖矿产出只有32万枚，也就是说，美国投资者每天要购买1万个 比特币，甚至要超过全球矿商的产量。 贝莱德这样的机构在买比特币ETF，就像在超市门口抢购打折商品一样。 为什么是美国?答案很简单。 美元需要新的金融产品来保持国际货币的地位。而比特币在剧烈波动的同时，却以美元定价。币价上涨，实际上强化了美元的 国际地位。 而在中国，2021年全面封杀比特币交易与挖矿业务，中国当时拥有世界60%的算力，而这一封杀却将世界的比特币生产供给重新分配：美国一举取代中国成 为新的挖矿大国，目前占比已提升至40%。 这不是一个国家害怕风险，另一个国家愿意冒风险的问题，中国推进数字货币已经有5年，交易额度超过1000亿。如果允许比特币这样的去中心化货币野蛮 生长，那数字人民币的推行必然受阻。 金融工具正在重新定义美国的比特币生态圈。通过期货、信托和ETF等金融产品，比特币已经被重塑为一种标准化的金融工具，定价权也已从中资 ...

Core Viewpoint - Zhongke Jincai's stock price has shown fluctuations with a recent increase of 2.16%, while the company faces challenges with a decline in net profit and a stagnant revenue growth [1][2]. Financial Performance - As of September 30, 2025, Zhongke Jincai reported a revenue of 544 million yuan, reflecting a year-on-year growth of 1.99%. However, the net profit attributable to shareholders was -112 million yuan, a decrease of 42.83% compared to the previous year [2]. - The company has cumulatively distributed dividends of 60.46 million yuan since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - On January 9, Zhongke Jincai's stock price was 29.35 yuan per share, with a trading volume of 586 million yuan and a turnover rate of 6.01%. The total market capitalization stood at 9.981 billion yuan [1]. - The stock has experienced a decline of 1.71% year-to-date, with a 7.27% increase over the last 20 days, but a 7.59% decrease over the last 60 days [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 101,300, up by 5.73%. The average number of circulating shares per person decreased by 5.79% to 3,306 shares [2]. - Notable shareholders include Huabao Zhongzheng Financial Technology Theme ETF, which increased its holdings by 2.7 million shares, and several new institutional investors have entered the top ten shareholders list [3]. Business Overview - Zhongke Jincai, established on December 10, 2003, and listed on February 28, 2012, specializes in application software development, technical services, and related computer information system integration services. The revenue breakdown includes 50.81% from data center services, 31.66% from financial technology services, 14.01% from artificial intelligence services, and 3.52% from other services [1]. - The company operates within the IT services sector and is involved in concepts such as mobile payments, digital currency, electronic payments, financial technology, and internet finance [1].

Core Viewpoint - Advanced Communication Technology Co., Ltd. has shown significant growth in revenue and net profit, indicating strong performance in the IT solutions sector for commercial banks [2]. Group 1: Stock Performance - As of January 9, Advanced Communication's stock price increased by 2.05%, reaching 15.41 CNY per share, with a trading volume of 236 million CNY and a turnover rate of 3.99%, resulting in a total market capitalization of 6.627 billion CNY [1]. - Year-to-date, the stock price has risen by 2.32%, with a 5-day increase of 2.32%, a 20-day increase of 5.33%, and a 60-day decrease of 11.74% [1]. - The net inflow of main funds was 15.2177 million CNY, with large orders accounting for 23.77% of purchases and 17.83% of sales [1]. Group 2: Financial Performance - For the period from January to September 2025, Advanced Communication achieved a revenue of 2.273 billion CNY, representing a year-on-year growth of 49.83%, and a net profit attributable to shareholders of 86.1446 million CNY, reflecting a 163.10% increase [2]. - Cumulative cash dividends since the A-share listing amount to 173 million CNY, with 78.2802 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 11.68% to 51,500, while the average number of tradable shares per person increased by 13.23% to 7,504 shares [2]. - The second-largest circulating shareholder is the Huabao Zhongzheng Financial Technology Theme ETF, holding 7.0084 million shares, an increase of 3.4042 million shares from the previous period [3].