天眼查显示，近日，烁日（云南）智能科技有限公司成立，法定代表人为付培邦，注册资本200万人民 币，云南鲤程供应链有限公司、昆明浩源包装有限公司持股。 企业名称烁日（云南）智能科技有限公司法定代表人付培邦注册资本200万人民币国标行业信息传输、 软件和信息技术服务业>软件和信息技术服务业>软件开发地址云南省昆明市安宁市太平新城街道办事 处读书铺服务区下行线中央仓园区综合楼二楼企业类型有限责任公司营业期限2026-1-5至无固定期限登 记机关安宁市市场监督管理局 来源：市场资讯 序号股东名称持股比例1云南鲤程供应链有限公司45%2昆明浩源包装有限公司45%3周恩甲10% 经营范围含许可项目：包装装潢印刷品印刷。（依法须经批准的项目，经相关部门批准后方可开展经营 活动，具体经营项目以相关部门批准文件或许可证件为准）人工智能应用软件开发；人工智能公共数据 平台；地理遥感信息服务；信息技术咨询服务；信息咨询服务（不含许可类信息咨询服务）；数据处理 服务；互联网数据服务；包装服务；区块链技术相关软件和服务；科技中介服务；智能无人飞行器销 售；国内货物运输代理；再生资源销售；纸制品销售；包装材料及制品销售；纸制品制造；纸和 ...

Core Viewpoint - The implementation opinions released by the Guangdong Provincial Government aim to promote high-level openness and drive the high-quality development of digital trade and service trade, establishing Guangdong as a key player in these sectors [1][10]. Group 1: Digital Trade and Service Trade Development - Service trade is a crucial component of international trade and economic cooperation, and enhancing its quality is essential for navigating complex external situations and fostering new competitive advantages [2]. - Digital trade and service trade are projected to become the three pillars of trade power construction in China, alongside goods trade, with service trade expected to reach approximately 7.5 trillion yuan in 2024, and digital trade showing particularly strong performance with a projected total of 2.9 trillion yuan in digital service imports and exports [6][7]. - Guangdong's service trade is anticipated to exceed 1.3 trillion yuan and digital trade to surpass 680 billion yuan in 2024, contributing over one-fifth of the national total [7]. Group 2: Policy Implementation and Support Measures - The new regulations propose 18 measures focused on developing digital trade, promoting service trade innovation, expanding international market layouts, and strengthening support systems, all centered around high-level openness [10][13]. - Specific initiatives include supporting pilot projects in Hengqin, Nansha, and Qianhai for cross-border data management, implementing a negative list management system for cross-border service trade, and enhancing international cooperation in service trade [13]. - The policies also emphasize facilitating the cross-border flow of professional talent, optimizing cross-border capital flow management, and strengthening intellectual property protection, which are critical for addressing development bottlenecks and enhancing Guangdong's role in global trade [13].

Core Viewpoint - The digital renminbi is transitioning from a "digital cash" phase to a "digital deposit currency" phase, with significant upgrades in its management and operational framework as outlined in the recent action plan by the central bank [1][2]. Group 1: Transition to Digital Deposit Currency - The digital renminbi was initially designed as M0 digital cash, focusing on payment functions without interest payments, which limited user motivation for long-term holding [2]. - The introduction of an interest payment mechanism for digital renminbi wallets allows these assets to be included in commercial banks' balance sheets, aligning banks' responsibilities with potential revenue generation [2][3]. - The digital renminbi's wallet balance will now be treated similarly to traditional bank deposits, providing the same level of safety and regulatory compliance [3]. Group 2: Operational Enhancements and User Engagement - The digital renminbi app has undergone 54 iterations since its launch in January 2022, with the latest version 2.0 released on January 2, 2026 [1]. - As of November 2025, the digital renminbi has processed 3.48 billion transactions, amounting to 16.7 trillion yuan, indicating significant user engagement and transaction volume [3]. - The app will now calculate interest on wallet balances based on the prevailing interest rates, with quarterly interest payments scheduled for March 20, June 20, September 20, and December 20 [4][5]. Group 3: Technological and Regulatory Framework - The digital renminbi employs blockchain and distributed ledger technology while maintaining key regulatory features such as traceability and compliance with anti-money laundering laws [3][6]. - The action plan allows banks to manage digital renminbi wallet balances as part of their asset-liability operations, enhancing the overall financial ecosystem [4]. - The central bank is actively promoting the use of digital renminbi in various sectors, including retail, transportation, and government services, to broaden its application [5][6].

2026年1月5日，中科江南披露接待调研公告，公司于1月4日接待淡水泉、东方证券、华泰证券、中金公 司、华创证券、国泰海通等26家机构调研。 调研情况显示，近期中国人民银行出台《关于进一步加强数字人民币管理服务体系和相关金融基础设施 建设的行动方案》，其明确的"账户体系＋币串＋智能合约"数字化方案大幅提升了数字人民币在广域政 府资金使用场景的应用空间，为财政、行政、社保、医保等政府性资金管理领域的资金流转、使用和监 管指明发展方向。以财政资金为代表的政府性资金在公用事业、医保社保等闭环领域具备低成本、高效 能运用前景，中科江南自2022年起与多家银行合作开展智能合约技术预研和场景测试，率先验证财政资 金全流程闭环管理模式，已在江苏、山东、河北等地财政场景成功试点落地。 中科江南在分布式账本和区块链领域拥有成熟技术储备与实践经验，其打造的"电子凭证库"可保证智能 合约规则在财政、行政事业单位与银行间精准落地，解决单据电子化及信息流、资金流、凭证流四流合 一问题，叠加数字人民币智能合约能力能实现全流程可追溯和穿透式监管，提升财政资金管理效率和安 全性。例如在惠农补贴场景中，结合伞列钱包体系与电子凭证库优势解决传统 ...

Market Overview - The cryptocurrency market experienced a significant rebound, with gold prices driving the momentum. However, the sustainability of this rally remains uncertain, and investors are advised to avoid chasing prices and instead look for opportunities to buy on dips [1] - In the past 24 hours, a total of 97,200 traders were liquidated, resulting in a total liquidation amount of $263 million, with long positions accounting for $65.1 million and short positions for $198 million [1] Bitcoin Analysis - Bitcoin faced resistance at the $93,200-$93,400 range, and the next critical support levels to watch are $91,500-$91,700. If this support fails, the bullish structure may be compromised, with further support at $89,800 and $88,700 [3] - If the $91,500 support holds, the next significant resistance level is at $95,800 [3] Ethereum Analysis - Ethereum's resistance at $3,190 showed some reaction, with a focus on the $3,152 level. As long as this level holds, the bullish trend remains intact, with upward targets at $3,210-$3,251-$3,283 [5] - A drop below $3,152 could initiate a short-term correction, with support levels at $3,116, $3,080, and $3,045 [5] Altcoin Insights - For those still holding cash, mainstream altcoins present a relatively stable opportunity for a rebound, although the recent price increases have not been substantial [6] - XRP has seen strong inflows from ETF funds, with institutional interest surpassing that of SOL. The price has found support at the $1.80 level, with potential for a rebound towards $2.40 [7] - Litecoin is expected to have limited upside, with a potential rebound target around $100 [9] - UNI has recently passed a proposal for token burns, leading to a price increase, but is currently in a consolidation phase, with a target of around $7 [11] - LINK is experiencing accumulation by institutions, with a rebound target of $15 and an extreme target of $17, supported by its role as a leading oracle in the blockchain space [13] Upcoming Developments - Key developments for various altcoins in Q1 2026 include: - SOL launching a mobile ecosystem token and a major upgrade called Alpenglow [19] - BNB implementing a hard fork and releasing a performance roadmap [19] - LINK collaborating with DTCC to advance tokenization services [21] - INJ launching its native EVM mainnet to support ecosystem expansion [22] - DOT restoring native smart contract functionality and initiating a deflationary issuance model [22] - Several projects, including TAO, ZEC, SUI, NEAR, STRK, and AAVE, are in the process of applying for strategy ETFs, indicating ongoing compliance efforts [22]

| 进行了解读和展望。 | | --- | | 1、政策解读 | | 《行动方案》明确提出的"账户体系+币串+智能合约"的 | | 数字化方案，大幅提升了在广域政府资金使用场景中的数字人 | | 民币应用空间，为数字人民币在财政、行政、社保、医保等政 | | 府性资金管理领域的资金流转、使用和监管指明了发展方向， | | 带来了新的业务机遇。 | | 以财政资金为代表的政府性资金是充分利用数字人民币 | | 特有的监管穿透性和多级资金管理能力的最佳使用范畴之一， | | 在公用事业、医保社保、国库资金运营等闭环领域具备低成本、 | | 高效能的广阔运用前景。 | | 自 2022 年起，公司便与多家银行就基于数字人民币在不 | | 同财政资金使用的业务场景共同开展了智能合约技术预研和 | | 场景测试，率先验证了基于数字人民币智能合约的财政资金全 | | 流程闭环管理模式，逐步形成系统性解决方案，并先后在江苏、 | 山东、河北、福建、海南等多地财政场景成功试点落地。 2、业务展望 证券代码：301153 证券简称：中科江南 北京中科江南信息技术股份有限公司 投资者关系活动记录表 编号：2026-01 | | ...

Core Viewpoint - The event "Cryptocurrency Knowledge Promotion (Hong Kong and Macau)" aims to enhance public understanding of blockchain and cryptocurrency, facilitating the integration of digital economy and innovative finance [1][2]. Group 1: Event Background - In the digital economy era, cryptocurrencies are not just emerging asset forms but also key drivers of fintech transformation, with increasing mainstream acceptance [2]. - Systematic knowledge dissemination and value guidance are essential to help users develop rational understanding and avoid blind speculation in this emerging field [2]. Group 2: Event Objectives - Knowledge Dissemination: The event will utilize expert lectures, salon discussions, and interactive Q&A to educate the public on blockchain fundamentals, cryptocurrency mechanisms, and global market trends [3]. - Risk Education: The initiative promotes legal and compliant investment principles, educating the public on fraud prevention, fund security management, and market volatility risks to enhance risk recognition capabilities [3]. - Innovation Inspiration: The event will explore how emerging technologies like Web3.0, DeFi, and AI quantitative trading can help individuals and businesses seize future opportunities [3]. Group 3: Event Highlights - The event features participation from industry experts, academic representatives, and senior executives from digital asset institutions, providing diverse insights into the trends and challenges of the crypto economy [4]. - An open forum will be held to interpret global regulatory trends and the path to cryptocurrency legalization [5]. - Practical teaching will include real trading case studies to explain how to identify quality projects and understand quantitative trading principles [6]. - Interactive salons will allow attendees to engage directly with experts, breaking down information barriers and deepening understanding [7]. Group 4: Company Mission and Responsibility - As a leading global digital fintech company, the organization adheres to the philosophy of "co-creating an intelligent future and winning in the value era," aiming to help more people understand finance through technology and connect wealth through knowledge [8]. - The Hong Kong and Macau event is not only a knowledge dissemination journey but also a significant step in fulfilling corporate social responsibility [8]. - Future plans include expanding the "Cryptocurrency Knowledge Promotion Global Tour" to Southeast Asia and Europe, creating an international and systematic digital finance education ecosystem [8]. Group 5: Future Outlook - The cryptocurrency wave is reshaping the global economic landscape, where rationality and knowledge are the true powers to navigate through cycles [9]. - The organization aims to convey that technology is not a speculative tool but a bridge to the future, emphasizing that knowledge empowerment and cognitive upgrades are essential for meaningful investments and valuable efforts in the crypto era [9].

天眼查显示，近日，深圳时光纪数字科技有限公司成立，法定代表人为刘云长，注册资本600万人民 币，由中梦百年（深圳）投资运营有限公司全资持股。 序号股东名称持股比例1中梦百年（深圳）投资运营有限公司100% 经营范围含一般经营项目是：数字文化创意软件开发；咨询策划服务；物联网技术研发；物联网技术服 务；智能家庭消费设备销售；区块链技术相关软件和服务；数字技术服务；人工智能应用软件开发；数 据处理和存储支持服务；互联网数据服务；自动售货机销售；组织文化艺术交流活动；园区管理服务； 游览景区管理；体验式拓展活动及策划；非居住房地产租赁；网络与信息安全软件开发；数字文化创意 内容应用服务；数字内容制作服务（不含出版发行）；专业设计服务；信息技术咨询服务；信息咨询服 务（不含许可类信息咨询服务）；信息系统集成服务；技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广；互联网销售（除销售需要许可的商品）；企业管理；物业管理；酒店管理；礼品花 卉销售；工艺美术品及礼仪用品销售（象牙及其制品除外）；日用百货销售；电子产品销售；供应链管 理服务；物联网应用服务。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动） ...

Core Viewpoint - The cryptocurrency market experienced a significant crash on January 3, 2026, with Bitcoin's price dropping below the critical psychological level of $90,000, leading to massive liquidations of leveraged positions among investors [1][3]. Market Overview - On January 3, Bitcoin initially rose to $90,500 but then plummeted, causing over 110,000 investors to be liquidated within 24 hours, resulting in substantial financial losses [3]. - Other cryptocurrencies also experienced volatility, with Ethereum rising over 2%, XRP over 6%, and Dogecoin over 9% on the same day [3]. Historical Context - This crash is not an isolated incident; the cryptocurrency market has faced severe liquidation events before, including a record $19.2 billion in liquidations affecting 1.648 million investors on October 10, 2025 [5]. - Previous significant drops included Bitcoin falling below $87,000 in November 2025, with nearly 230,000 liquidations totaling $830 million [5]. Factors Influencing Price Movements - The recent downturn in Bitcoin's price is attributed to multiple factors, including reduced market liquidity, uncertain interest rate outlooks, and speculation that major Bitcoin holders may be forced to sell [5]. - The tightening of dollar liquidity, driven by rising short-term interbank rates, has led to a "money shortage" in financial markets, increasing borrowing costs and prompting investors to sell risk assets like Bitcoin [7]. Institutional Behavior - There has been a noticeable decline in institutional demand for Bitcoin, with recent data indicating that inflows into Bitcoin ETFs have significantly decreased, marking one of the weakest periods for institutional accumulation since the ETF's launch [15][17]. - The recent outflows from Bitcoin ETFs, totaling $946 million, highlight the retreat of institutional investors from the market [15]. Market Correlation - The correlation between Bitcoin and the Nasdaq 100 index has reached approximately 0.80, the highest level since 2022, indicating that Bitcoin's performance is increasingly resembling that of a leveraged tech stock [17].

Core Viewpoint - The digital renminbi is transitioning from the 1.0 era of digital cash to the 2.0 era of digital deposit currency, with a new management and service framework set to be implemented by January 1, 2026 [1] Group 1: Digital Currency Development - China is a pioneer in digital currency exploration, having initiated theoretical research and closed testing of the digital renminbi in 2014, with pilot programs starting in 2019 [3] - The digital renminbi ecosystem has been preliminarily established, following a path that relies on central bank leadership and integration with commercial financial institutions [3] - The digital renminbi 2.0 will be a modern digital payment and circulation method, issued and circulated within the financial system, featuring functions such as value measurement, value storage, and cross-border payment [3][4] Group 2: Operational Framework - The transition to digital renminbi 2.0 retains the successful core elements of the previous phase, particularly the dual-layer operational structure that separates management and operation [4] - The People's Bank of China will establish a digital renminbi management committee to oversee relevant business lines and ensure comprehensive functional regulation [5] - The operational management centers for digital renminbi will be located in Beijing and Shanghai, focusing on system security and cross-border business operations [5] Group 3: Technological Integration - Digital renminbi 2.0 will combine account-based management with blockchain efficiency, utilizing a hybrid architecture that incorporates both account and blockchain characteristics [6] - The digital renminbi will leverage smart contracts and digital technologies to enhance payment services, moving from electronic to digital payment [8][10] - Blockchain technology will be applied not only in cross-border payments but also in the digitalization of real-world assets, with platforms established for various financial services [11] Group 4: Changes in Currency Structure - The digital renminbi will shift from being a central bank liability to a digital deposit currency, allowing banks to manage digital renminbi wallet balances as part of their asset-liability operations [8] - Digital renminbi wallet balances will earn interest and be included in the banks' balance sheets, enhancing the stability of commercial banks' liabilities [8][9] - The digital renminbi will maintain its equivalence to fiat currency, ensuring interoperability and convenience for users [9]