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代币化英镑与美联储政策变革中探索 XBIT Wallet 数字货币钱包新选择
Sou Hu Cai Jing· 2025-09-28 06:24
XBIT Wallet 9月28日讯,全球金融体系正经历一场深刻的技术与政策变革。在英国,由英国金融公司协 调,巴克莱银行、汇丰银行、劳埃德银行集团等六大金融机构已启动代币化英镑存款的现场测试,这一 试点将持续至2026年中期,重点探索市场、再抵押和数字资产结算。代币化存款作为现有银行货币的可 编程数字版本,旨在提升效率、减少欺诈并加强控制,同时获得英格兰银行支持,被视为比私人稳定币 更安全的方案,因为它将资金保留在受监管的银行体系内。与此同时,加密货币领域也迎来创新,如 STBL推动的"稳定币2.0"允许用户将国债代币化为抵押品,而Snorter等项目的预售热潮和质押奖励凸显 了市场对高收益数字资产的兴趣。然而,风险亦不容忽视:一份报告披露,逃避制裁的实体利用USDT 和Toncoin等加密货币干预选举,暴露了链上活动的潜在滥用。 在此背景下,美联储理事鲍曼的言论进一步搅动市场,她呼吁美联储缩减资产负债表规模,使其准备金 余额接近"稀缺水平",并支持只持有国债、倾向于短期证券的资产结构,同时考虑积极出售抵押贷款支 持证券。鲍曼还强调,如果当前经济状况持续,未来政策调整可能需"更快的速度和更大的力度",这暗 ...
美损失越来越惨重,为何?瑞士向我国运黄金,沙特开始向我国借钱
Sou Hu Cai Jing· 2025-09-27 15:03
先说说美国自己的问题吧。特朗普上台后推的那些关税政策,本来想护着本土产业,结果适得其反。高关税一加,贸易伙伴们不乐意了,进口成本涨,通胀 压力大增,高盛直接把2025年美国经济衰退概率从20%调到35%。 关税平均率预期从10%拉到15%,这不光打压了出口,还让美元在国际支付里的份额缩水。2025年1月和2月,美元跨境支付占比分别掉到50.17%和48.95%, 贸易融资里虽还有81%,但也开始松动。 巴黎银行的货币策略主管彼得·瓦萨直言,美元指数今年开局这么弱,是80年代中期以来头一遭。说白了,美国贸易赤字和财政赤字双双爆表,债务占 GDP125%,谁还敢放心大胆地买美债? 各国央行这几年动作可不小,尤其是减持美债这事儿。拿中国来说,2025年减持力度明显加大。从1月到7月,持仓量从年初的8000多亿美金一路往下走,7 月单月甩掉257亿,持仓只剩7307亿,这是2009年2月以来最低点。 整个上半年,中国减持为主,3月掉189亿,4月82亿,5月也减了点,2月虽增了235亿,但整体趋势是往下。 不是中国一个人这么干,日本和英国7月还增持了点,但法国也跟着减,全球抛售潮让美债收益率曲线陡峭起来,美国融资成本 ...
新大陆跌2.02%,成交额4.74亿元,主力资金净流出4336.72万元
Xin Lang Zheng Quan· 2025-09-26 06:30
Core Viewpoint - Newland's stock price has experienced fluctuations, with a year-to-date increase of 42.48%, but a recent decline in the last 60 days by 11.60% [1] Group 1: Stock Performance - On September 26, Newland's stock fell by 2.02%, trading at 28.12 CNY per share, with a total market capitalization of 28.488 billion CNY [1] - Year-to-date, Newland's stock has risen by 42.48%, with a 1.96% increase over the last five trading days, a 2.36% decrease over the last 20 days, and an 11.60% decline over the last 60 days [1] - The stock has appeared on the "龙虎榜" (a stock trading list) twice this year, with the most recent appearance on May 12, where it recorded a net purchase of 53.67 million CNY [1] Group 2: Financial Performance - For the first half of 2025, Newland achieved a revenue of 4.020 billion CNY, representing a year-on-year growth of 10.54%, and a net profit attributable to shareholders of 595 million CNY, up 12.36% year-on-year [2] - Since its A-share listing, Newland has distributed a total of 2.694 billion CNY in dividends, with 1.062 billion CNY distributed in the last three years [2] Group 3: Shareholder Information - As of September 19, Newland had 69,600 shareholders, a slight decrease of 0.17%, with an average of 14,474 circulating shares per shareholder, which increased by 0.17% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 24.3876 million shares, an increase of 11.5104 million shares from the previous period [2]
广电运通跌2.06%,成交额4.15亿元,主力资金净流出2800.78万元
Xin Lang Zheng Quan· 2025-09-26 06:03
Group 1 - The core viewpoint of the news is that Guangdian Yuntong's stock performance has shown fluctuations, with a recent decline in share price and mixed capital flow trends [1] - As of September 20, 2025, Guangdian Yuntong reported a revenue of 5.275 billion yuan, representing a year-on-year growth of 12.07%, while the net profit attributable to shareholders decreased by 6.49% to 466 million yuan [2] - The company has a diversified revenue structure, with smart devices accounting for 48.34%, operation and maintenance services at 38.95%, and software development and services at 12.71% [2] Group 2 - Guangdian Yuntong has a total market capitalization of 34.271 billion yuan, with a recent trading volume of 415 million yuan and a turnover rate of 1.19% [1] - The company has been listed since August 13, 2007, and is recognized as a leading provider of artificial intelligence solutions in China [2] - The company has distributed a total of 4.886 billion yuan in dividends since its A-share listing, with 1.49 billion yuan distributed in the last three years [3]
恒生电子跌2.02%,成交额8.95亿元,主力资金净流出7582.04万元
Xin Lang Cai Jing· 2025-09-26 05:32
Company Overview - Hengsheng Electronics is located in Hangzhou, Zhejiang Province, and was established on December 13, 2000, with its listing date on December 16, 2003. The company specializes in software development for industries such as securities, banking, and funds, with 99.45% of its main business revenue coming from software [1][2]. Financial Performance - For the first half of 2025, Hengsheng Electronics reported operating revenue of 2.426 billion yuan, a year-on-year decrease of 14.44%. However, the net profit attributable to shareholders increased significantly by 771.57% to 261 million yuan [2]. - The company has cumulatively distributed 2.444 billion yuan in dividends since its A-share listing, with 682 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 26, Hengsheng Electronics' stock price was 33.88 yuan per share, with a market capitalization of 64.093 billion yuan. The stock has seen a year-to-date increase of 21.48%, but a decline of 9.63% over the past 20 days [1]. - The stock experienced a net outflow of 75.82 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 7.02% to 201,500, with an average of 9,388 circulating shares per person, a decrease of 6.56% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 133 million shares, a decrease of 15.016 million shares from the previous period [3].
朗科科技跌2.01%,成交额2.64亿元,主力资金净流出2966.97万元
Xin Lang Cai Jing· 2025-09-26 02:59
朗科科技所属申万行业为:计算机-计算机设备-其他计算机设备。所属概念板块包括:时空大数据、大 数据、DeepSeek概念、数字货币、RISC概念等。 截至8月29日,朗科科技股东户数3.30万,较上期增加10.00%;人均流通股6072股,较上期减少9.09%。 2025年1月-6月,朗科科技实现营业收入4.79亿元,同比增长15.39%;归母净利润-1785.78万元,同比增 长40.98%。 分红方面,朗科科技A股上市后累计派现1.70亿元。近三年,累计派现1002.00万元。 机构持仓方面,截止2025年6月30日,朗科科技十大流通股东中,香港中央结算有限公司、永赢数字经 济智选混合发起A(018122)、宏利景气领航两年持有混合(014023)退出十大流通股东之列。 责任编辑:小浪快报 9月26日,朗科科技盘中下跌2.01%,截至10:27,报27.72元/股,成交2.64亿元,换手率4.69%,总市值 55.55亿元。 资金流向方面,主力资金净流出2966.97万元,特大单买入1504.09万元,占比5.69%,卖出2295.31万 元,占比8.68%;大单买入5039.55万元,占比19.06%, ...
太极股份跌2.09%,成交额7639.98万元,主力资金净流出839.20万元
Xin Lang Cai Jing· 2025-09-26 02:04
9月26日,太极股份盘中下跌2.09%,截至09:53,报27.13元/股,成交7639.98万元,换手率0.45%,总市 值169.08亿元。 资金流向方面,主力资金净流出839.20万元,特大单买入285.26万元,占比3.73%,卖出486.77万元,占 比6.37%;大单买入940.19万元,占比12.31%,卖出1577.88万元,占比20.65%。 太极股份所属申万行业为:计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括:数字货币、数据要素、国 资云、应急管理、DRG概念等。 截至8月29日,太极股份股东户数5.70万,较上期增加2.40%;人均流通股10893股,较上期减少2.35%。 2025年1月-6月,太极股份实现营业收入37.82亿元,同比增长44.69%;归母净利润964.67万元,同比增 长106.07%。 分红方面,太极股份A股上市后累计派现11.91亿元。近三年,累计派现2.84亿元。 机构持仓方面,截止2025年6月30日,太极股份十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股1023.97万股,相比上期增加232.56万股。南方中证1000ETF(512100 ...
东港股份(002117) - 002117东港股份投资者关系管理信息20250926
2025-09-26 01:54
Group 1: Business Overview - The company's main business segments include printing, laminating, and technical services [3][4] - Printing business includes commercial票证 printing, data processing printing, personalized color printing, and commercial label printing [3][4] - Laminating business focuses on smart card manufacturing and RFID smart labels, serving various industries [4] Group 2: Financial Performance - For the first half of the year, the company achieved revenue of CNY 581 million, remaining stable compared to the previous year, with a net profit of CNY 78.5 million, an increase of 10.87% [4] - Revenue from printing products decreased by 21.28% year-on-year due to the impact of digitalization, but gross margin improved by 3.37% [4] - Revenue from laminating products increased by 133.81%, with stable gross margins [4] Group 3: Technical Services - Technical services include document storage and digitization, electronic票证 services, and AI robot products [4][5] - Document storage and digitization services have shown stable growth in revenue and profit [5][7] - The company has developed capabilities for digital currency wallet production and is working on product certification [5][6] Group 4: Market Trends and Future Outlook - The company anticipates that the decline in票证 product revenue will stabilize as the electronic replacement trend has largely completed [6] - The electronic票证 business is supported by a blockchain platform, providing data services to various industries [6] - The market for robot products is expected to grow significantly, with a focus on education and government applications [7]
加密货币市场全线杀跌,超13万人爆仓
Zheng Quan Shi Bao· 2025-09-25 12:19
Group 1: Ethereum Price Decline - Ethereum, the second-largest cryptocurrency, experienced a significant price drop, with a maximum intraday decline of nearly 5%, falling below the psychological threshold of $4000, reaching a low of $3969, marking a seven-week low [1][3] - The overall cryptocurrency market saw a loss of over $140 billion in market capitalization, with more than 130,000 liquidations occurring globally within 24 hours, amounting to approximately $414 million [3][4] - Analysts attribute the price drop primarily to a decrease in institutional fund inflows, with nearly $300 million withdrawn from U.S.-listed Ethereum ETFs since Monday [4][5] Group 2: Market Dynamics and Investor Behavior - Despite a decrease in Ethereum supply on exchanges to a nine-year low, indicating long-term holders are accumulating, their selling behavior is counteracting the positive impact of new fund inflows, leading to a tug-of-war between bullish and bearish forces [6] - The active user metrics for Ethereum have been rising, suggesting that long-term holders are selling rather than accumulating [7] - Market analysts warn that if Ethereum falls below $3800, it could trigger further liquidations, exacerbating the downward trend [6] Group 3: Broader Market Context - The cryptocurrency market is currently digesting one of the largest liquidation events of the year, with traditional financial markets performing better post-Fed rate cuts, contrasting with the poor performance of cryptocurrencies [9] - The sentiment among traditional investors towards cryptocurrencies appears to be waning, as evidenced by the decline in stock prices of crypto financial companies since August [9] Group 4: Naver's Acquisition Plans - South Korean internet giant Naver is reportedly in talks to acquire Dunamu, the operator of the largest cryptocurrency exchange Upbit, aiming to enter the digital finance sector [11][12] - Naver's stock surged over 11% following the news, indicating strong market interest in the potential collaboration [12] - This partnership could significantly merge the tech and crypto industries in South Korea, enhancing the distribution capabilities of Naver's digital wallet, Naver Pay, with Upbit's market dominance [15]
TCL智家跌1.60%,成交额9781.11万元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-25 07:41
Core Viewpoint - TCL Smart Home's stock experienced a decline of 1.60% on September 25, with a trading volume of 97.81 million yuan and a total market capitalization of 10.678 billion yuan [1] Business Overview - The company's main business includes the research, production, and sales of household refrigerators, freezers, and washing machines [2] - As of June 30, 2025, the revenue composition is as follows: refrigerators and freezers account for 84.92%, washing machines for 14.37%, and other products for 0.72% [8] Export and International Presence - The company has maintained the position of the largest exporter of refrigerators in China for 14 consecutive years, serving over 130 countries and regions, including those involved in the Belt and Road Initiative [3] - In the 2024 annual report, overseas revenue accounted for 73.50% of total revenue, benefiting from the depreciation of the RMB [4] Technological Advancements - The company has made advancements in AI voice control and AI intelligent dual-frequency technology, enhancing the intelligence level of its products to meet customer demands [4] Financial Performance - For the first half of 2025, TCL Smart Home achieved a revenue of 9.476 billion yuan, representing a year-on-year growth of 5.74%, and a net profit attributable to shareholders of 638 million yuan, up 14.15% year-on-year [8] Shareholder Information - As of June 30, 2025, the number of shareholders is 37,000, a decrease of 0.54% from the previous period, with an average of 29,302 circulating shares per person, an increase of 0.54% [8] - The company has distributed a total of 224 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [9] Market Activity - The stock has seen a net outflow of 8.105 million yuan today, with a net inflow of -64.3 million yuan in the industry, indicating a lack of clear trends in major capital movements [5][6]