虚拟资产交易

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重磅利好!一张牌照,股价大涨近200%!下一个风口来了?
21世纪经济报道· 2025-06-25 11:50
Core Viewpoint - Guotai Junan International has become the first Chinese broker in Hong Kong to offer comprehensive virtual asset trading services, allowing clients to trade cryptocurrencies and stablecoins directly on its platform, which has significantly impacted the capital market [1][6][8]. Group 1: Company Developments - On June 24, Guotai Junan International received approval from the Hong Kong Securities and Futures Commission to upgrade its existing securities trading license to provide virtual asset trading services [6][8]. - The company aims to enhance its service ecosystem in the virtual asset sector and plans to explore deeper integration of fintech and virtual asset businesses [8][19]. - Guotai Junan International's stock surged nearly 200% following the announcement, marking a significant milestone in its market performance [1][10]. Group 2: Market Impact - The entry of Guotai Junan International into the virtual asset market has sparked a strong reaction in the capital markets, with other brokerage stocks in Hong Kong also experiencing gains [9][10]. - The A-share market saw a resurgence in stablecoin-related stocks, indicating a broader interest in virtual assets following Guotai Junan's announcement [11][19]. Group 3: Industry Landscape - The approval of Guotai Junan International is expected to accelerate the overall layout of Chinese brokers in the virtual asset sector, with other major firms like CITIC Securities and Haitong International closely monitoring the developments [19][20]. - The current regulatory framework in Hong Kong allows various financial institutions to engage in virtual asset operations, with a total of 11 platforms already approved by the Hong Kong Securities and Futures Commission [13][14]. - Traditional brokers entering the virtual asset market may lead to a shift towards a more institutionalized and diversified market, reducing speculative risks for investors [23].
资金动向 | 北水爆买港股近96亿港元,加仓国泰君安国际、中芯国际
Ge Long Hui· 2025-06-25 11:48
Group 1: Market Activity - Southbound funds net bought Hong Kong stocks worth 95.74 billion HKD on June 25 [1] - Notable net purchases included Guotai Junan International (16.62 billion HKD), SMIC (14.25 billion HKD), and China Construction Bank (8.92 billion HKD) [1] - Significant net sales were observed in Tencent Holdings (5.51 billion HKD), Alibaba-W (4.6 billion HKD), and Xiaomi Group-W (3.06 billion HKD) [1] Group 2: Stock Performance - Guotai Junan International saw a remarkable increase of 198.4% with a net purchase of 13.69 billion HKD [4] - SMIC experienced a 5.6% rise with a net purchase of 7.39 billion HKD [4] - Xiaomi Group-W had a slight decline of 0.4% with a net sale of 4.16 billion HKD [4] Group 3: Company Developments - Guotai Junan International received approval from the Hong Kong Securities and Futures Commission to upgrade its securities trading license to include virtual asset trading services [5] - SMIC is facing potential changes as the U.S. Department of Commerce plans to revoke the "indefinite exemption" for semiconductor companies operating in mainland China [5] - China Ping An's shareholding by BlackRock increased from 5.91% to 6.04% as of June 19 [6] Group 4: Industry Trends - The insurance sector in Hong Kong is experiencing a wave of shareholding increases, with 19 instances reported by June 20, 2025, involving 16 companies [6] - Xiaomi announced the launch of its AI glasses, which have already received 250,000 pre-orders [6] - The launch of the Cross-Border Payment System on June 22 marks a significant step in connecting mainland China and Hong Kong's payment systems [6]
国泰君安国际股价暴涨198%,成为首家获批加密货币交易的中资券商
经济观察报· 2025-06-25 11:23
Core Viewpoint - The approval of the license upgrade allows Guotai Junan International to directly trade cryptocurrencies and stablecoins, marking a significant step in the development of virtual asset trading services in Hong Kong [1][4]. Group 1: Company Developments - On June 24, Guotai Junan International received approval from the Hong Kong Securities and Futures Commission to upgrade its existing securities trading license to include virtual asset trading services [3]. - Following the license upgrade, Guotai Junan International's stock price surged to HKD 3.7 per share, a 198.39% increase, reaching its highest level since July 2015 [2]. - Guotai Junan International is now the first Chinese broker in Hong Kong to offer comprehensive virtual asset trading services, including trading, advisory, and issuance of related products [4]. Group 2: Market Outlook - Xu Kang, Chief Analyst at Huachuang Securities, believes that Guotai Junan International's early involvement in virtual asset services and the faster-than-expected approval process positions it well for future growth [4]. - The ongoing development of Hong Kong's cryptocurrency and virtual asset trading ecosystem is expected to enhance its strategic position in Web 3.0, supported by a complete regulatory framework and expanding participation [5]. - The Hong Kong Legislative Council passed the Stablecoin Bill on May 21, 2025, indicating a clear strategic commitment to developing virtual assets, leveraging its mature financial infrastructure and international regulatory framework [6].
秦洪看盘|涨升主线强劲,牵引A股形成突破态势
Sou Hu Cai Jing· 2025-06-25 10:49
Market Overview - The A-share market showed hesitation in the morning but gained momentum in the afternoon, driven by financial stocks, leading to a new high for the Shanghai Composite Index since 2025, which boosted market participants' optimism for future trends [2][5]. Catalysts for Growth - A new catalyst for bullish sentiment emerged with the dovish stance from the Federal Reserve, raising expectations for a new round of interest rate cuts, which is seen as positive for the A-share market. This mirrors the market's reaction to similar news in September last year, which led to significant buying activity [3]. - The approval of Guotai Junan International to upgrade its securities license to provide comprehensive virtual asset trading services has sparked interest in the financial sector, particularly among internet brokerages, leading to a nearly 200% surge in its stock price [4]. Factors Influencing Short-term Breakthrough - The trading sentiment in the A-share market has warmed up significantly, with the Shanghai Composite Index reaching a new high since 2025. However, the sustainability of this momentum depends on two key factors: 1. Trading volume, which reached 1.6 trillion yuan, an increase of 188.2 billion yuan from the previous day, but still not ideal compared to the index's gains [5]. 2. The ability of the financial sector to transition smoothly, as historical trends indicate that a strong market rally requires support from the real economy, particularly the manufacturing sector [5]. Conclusion - Overall, while the trading sentiment in the A-share market is becoming increasingly optimistic, further growth will depend on changes in trading volume and the performance of the real economy [6].
国泰君安国际股价暴涨198%,成为首家获批加密货币交易的中资券商
Sou Hu Cai Jing· 2025-06-25 10:47
至此,国泰君安国际成为首家可提供全方位虚拟资产相关交易服务的香港中资券商,服务覆盖提供虚拟资产交易服务、在虚拟资产交易服务过程中提供意 见,以及发行、分销包括场外衍生品在内的虚拟资产相关产品。 华创证券金融业研究主管首席分析师徐康认为,国君国际较早涉及相关业务,获批进度超预期。2024年4月,嘉实(国际)、华夏(香港)、博时(国际) 在香港发行比特币现货ETF时,国君国际已经拿到了虚拟资产相关产品(比特币和以太坊现货ETF)经纪业务资格,尤其涉及发行及分销。徐康预计,后续 会有更多具有国际业务子公司的券商会完成1号牌升级,迈向虚拟资产的交易服务,进一步完善市场生态,尤其是具备较好客户基础的重要券商可能入局。 记者 蔡越坤 经济观察报记者 蔡越坤 6月25日,港股国泰君安国际控股有限公司(1788.HK,下称"国泰君安国际")尾盘进一步拉升,截至收盘,股价收于3.7元/股,暴涨198.39%,创2015年7月 以来新高。 消息面上,6月24日,国泰海通集团下属公司国泰君安国际正式获香港证监会批准,将现有证券交易牌照升级为可提供虚拟资产交易服务,以及在提供虚拟 资产交易服务的基础上提供意见。 此次牌照升级后,客户 ...
A股五张图:“XX牛”们都已经开始抢跑道了
Xuan Gu Bao· 2025-06-25 10:32
Market Overview - The market experienced a significant rally with major indices closing up: Shanghai Composite Index rose by 1.03%, Shenzhen Component Index by 1.72%, and ChiNext Index by 3.11% [4] - Nearly 4,000 stocks rose while over 1,200 declined, with total trading volume exceeding 1.6 trillion [4] Financial Sector - The financial sector saw a strong performance, with major stocks like Hailian Jinhui achieving a three-day consecutive rise, and several others including Tianli Technology and Guosheng Financial holding two consecutive gains [7][8] - The financial sector, including large financial institutions and fintech, recorded substantial gains, with increases of 3.35% for large financials, 4.86% for brokerages, and 5.23% for fintech [9] - The surge in the financial sector was partly attributed to the announcement from Guotai Junan International regarding the upgrade of its securities trading license to include virtual asset trading, which positively impacted valuations in the financial sector [14] Military Industry - The military sector rebounded strongly after a previous decline, with stocks like Zhongguang Optical and Beifang Navigation hitting the daily limit [17] - The military sector's rise was supported by the upcoming military parade on September 3, showcasing domestic military equipment, which is expected to boost investor sentiment [20] - Overall, the military sector saw gains of 2.32% and military mixed reform stocks increased by 4.44% [17] Solid-State Battery Sector - The solid-state battery sector continued its upward trend, with stocks like Nord and Xiangtan Electric achieving multiple consecutive gains [25] - The sector's index reached a new high for the year, indicating strong investor interest and performance [26]
史诗级!一张牌照,暴涨198%
Zhong Guo Ji Jin Bao· 2025-06-25 10:08
新东方上涨8.85%,恒隆地产涨8.79%,金沙中国有限公司涨5.99%,领涨蓝筹。 | 序号 | 名称 | 代码 | 现价 | 涨跌 | 涨跌幅 ▼ | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 新东方-S | 9901 | 44.300 c | 3.600 | 8.85% | 8.76亿 | -9.50% | | 2 | 恒隆地产 | 0101 | 7.550 c | 0.610 | 8.79% | 3.05亿 | 29.20% | | 3 | 金沙中国有限公司 | 1928 | 16.640 c | 0.940 | 5.99% | 5.65亿 | -19.07% | | 4 | 中芯国际 | 0981 | 44.050 c | 2.350 | 5.64% | 71.67亿 | 38.52% | | ਦੇ | 恒基地产 | 0012 | 28.750 c | 1.250 | 4.55% | 2.47亿 | 28.63% | | 6 | 中国海外发展 | 0688 | 14.040 c | 0.480 | 3.5 ...
牌照升级,国泰君安国际涨超190%!券商沸腾,加速布局虚拟资产交易服务
Sou Hu Cai Jing· 2025-06-25 09:56
| HK$3.67 +2.43 +195.97% □实时情 | | | 已收盘 06-25 | | --- | --- | --- | --- | | 最高: 3.70 | 今开: 1.42 | 成交量:64.91亿股 | 换手:68.1/ | | 最低: 1.42 | 昨收: 1.24 | 成交额: 162.53亿 | 振幅:183. | | 52周最高: 3.70 | 量比: 193.14 | 市盈率(动): 100.55 | 市盈率(TTV | | 52周最低:0.59 | 委比: 2.95% | 市盈率(静): 100.55 | 市净率: 2.1 | | 每股收益:0.04 | 股息(TTM): 0.03 | 总股本: 95.29亿 | 总市值: 34 | | 每股净资产: 1.57 | 股息率(TTM):0.87% | 港股股本: 95.29亿 | 港股市值: | | 每手股数:1000 | 最小价差:0.01 | 货币单位: HKD | | 红星资本局6月25日消息,今日,国泰君安国际(1788.HK)盘初大涨超80%,截至收盘,报3.67港元/股,涨超190%。 资料配图 图据视觉中国 券商沸腾 ...
牛回速归?“旗手”多股涨停,还有港股券商股大涨198%
Bei Jing Shang Bao· 2025-06-25 09:31
Group 1 - The A-share market experienced a significant rise, with the securities sector index increasing by 5.46% on June 25, marking the third consecutive day of gains [1] - Notable stocks included Guotai Junan International, which surged over 198%, and several other securities stocks that rose more than 5% [2][3] - The surge in securities stocks is attributed to the approval of Guotai Junan International to provide virtual asset trading services, making it the first Chinese broker in Hong Kong to offer comprehensive virtual asset-related trading services [3] Group 2 - The approval allows Guotai Junan International to facilitate trading of major cryptocurrencies like Bitcoin (BTC) and Ethereum (ETH), as well as stablecoins like Tether (USDT) [3] - Analysts suggest that the rise in the securities sector is a response to improved market sentiment and could signal the beginning of a new market rally [4] - The performance of various securities ETFs also reflected this bullish trend, with multiple ETFs rising over 5% [3]
券商股大爆发,香港证券ETF涨超8%创历史新高
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-25 09:14
Group 1 - Hong Kong Securities ETF (513090) reached a record high of 1.89 HKD on June 25, 2023, with a daily increase of 8.51% and a cumulative rise of 16.75% over three trading days [1] - The ETF's trading volume exceeded 27 billion HKD, marking the highest single-day trading volume since its listing [1] - The ETF is concentrated in leading Hong Kong brokerage firms, with top holdings including Hong Kong Exchanges and Clearing, CITIC Securities, and Guotai Junan Securities [1] Group 2 - Guotai Junan International received approval from the Hong Kong Securities and Futures Commission to upgrade its securities license to provide comprehensive virtual asset trading services, becoming the first Chinese broker in Hong Kong to obtain such a license [1] - The overall market sentiment improved, with the Shanghai Composite Index closing at 3455.97 points, a new high for the year, and the Hong Kong stock market also showing strength [2] - Major brokerage stocks surged, with Guotai Junan International rising by 198.39%, and other firms like Hongye Futures and Shenwan Hongyuan also experiencing significant gains [2][3] Group 3 - The People's Bank of China and six other departments issued guidelines to support financial measures aimed at boosting consumption and stabilizing the capital market [2] - The Hong Kong IPO market is recovering, with equity financing reaching 213.3 billion HKD as of June 17, 2023, a year-on-year increase of over 300% [2] - Goldman Sachs maintains a bullish outlook on A-shares and Hong Kong stocks, expecting increased capital inflow as these markets are still at a low position in global asset allocation [2]