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威胜信息 20250730 摘要 威胜信息 2025 年上半年营收 13.64 亿元，环比增长 46%；净利润 1.66 亿元，环比增长 19%。新签订单 16.27 亿元，同比增长 8.3%； 在手订单 39.56 亿元，同比增长 12.63%，为未来业绩增长奠定基础。 公司研发投入占营收 7.6%，研发人员占比 51.5%。推出 36 款创新产 品和解决方案，新品收入达 6.42 亿元，占总营收 47%，同比增长 49%，表明创新驱动增长显著。 公司发布第二期回购计划，已用自有资金 1.5 亿元回购 423 万股，并计 划派发首次中期股息，每 10 股派发现金分红 2.5 元，上半年已派发的 股息和已回购金额合计占净利润的 81.7%。 公司通过"走出去"战略，积极拓展国际市场，包括印尼本地工厂已开 张，沙特工厂正在建设，墨西哥土地和厂房采购完成，并在阿联酋、孟 加拉、埃及等地完成子公司建设审批。 公司致力于打造互联网、芯片及人工智能核心竞争力，已研发多项 AI 应 用技术及产品，并计划在各类终端设备中嵌入轻量化 AI 模型，构建源网 荷储协同优化 AI 控制策略。 Q&A 2025 年上半年公司的经营财 ...

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Macroeconomic Insights - The US GDP growth rate for Q2 2025 increased significantly to 3% due to a rebound in personal consumption income and expenditure, with disposable income rising by 4.3% year-on-year and expenditure by 4.75%[8] - The core PCE price index showed a year-on-year increase of 2.79% in June, indicating persistent inflationary pressures[8] - The US non-farm payrolls added only 73,000 jobs in July, with significant downward revisions to previous months' data, raising concerns about the labor market's strength[23] Market Trends - Major global stock indices experienced declines, with the Shanghai Composite Index down 0.9%, Nikkei 225 down 1.6%, S&P 500 down 2.4%, and Hang Seng Index down 3.5%[7] - Commodity prices showed mixed results, with IPE Brent crude oil futures up 1.7% and COMEX copper down 20.2% due to policy impacts[7] - The dollar index rose by 1% over the week, reflecting a recovery after a rapid decline[7] Investment Strategies - The report emphasizes a focus on long-term investment opportunities in low-inflation environments, particularly in bond assets and high-dividend equities[20] - The ongoing transformation of the Chinese economy is expected to create new investment opportunities, especially in technology and new consumption sectors[42] - The report suggests that the decline in risk-free rates, with long-term government bond yields falling below 2%, will further enhance the attractiveness of equities over fixed-income products[44]

智通财经APP获悉，一家领先的综合性金融及数字技术服务提供商——富册金科(FTFT.US)今天宣布在 董事会授权下正式成立"真实世界资产代币化事业部"（RWA事业部），专责探索公司发行稳定币及旗 下核心资产的代币化的技术路径与合规可行性；以及启动向监管部门申请与稳定币发行及流通相关的合 规许可与监管备案，同时根据RWA资产性质申请所需的合规许可。该举措标志着FTFT正式迈入Web3.0 架构下RWA与稳定币业务融合发展的新阶段。 原区块链事业部总裁许铠先生被任命为RWA事业部总裁，全面统筹RWA事业部战略规划与日常管理工 作。目前，事业部主要工作是推进与美国监管部门沟通申请RWA及稳定币的相关监管许可，探索公司 旗下核心资产或拟收购资产的代币化可行性以及协调公司储备加密资产和数字资产交易业务。 同时任命原富册证券副总裁陈佳担任RWA事业部副总裁，其主要负责与香港监管部门和香港律师的沟 通，在原持有香港第1号与第4号牌照基础上，申请额外虚拟资产相关牌照；并申请虚拟资产交易平台牌 照（VATP）；同时申请第9号资产管理牌照，并计划涵盖传统及虚拟资产管理业务。 FTFT CEO李虎评论道："公司下一步的主要工作是搭 ...

Core Viewpoint - The A-share market often behaves contrary to expectations, with unexpected rebounds and declines occurring frequently. Group 1: Market Trends - Recent days have seen military, pharmaceutical, and technology sectors taking turns as market leaders, supported by a rebound in robotics [2] - The banking index has experienced a decline of over 6% since mid-July, marking a significant pullback compared to the last three years [2] - High-risk capital that flowed into the banking sector in late June is gradually exiting, leading to a noticeable decrease in the volatility of the banking sector [3] Group 2: Banking Sector Analysis - Guotou Securities indicates that the clearing of the banking sector's chip structure suggests that the major phase of decline has passed [4] - The overall ROE level of the banking index is at 9.33%, which is historically low, while profit growth remains at a historical low of 0-2% [8] - Despite some recovery in sentiment, risks remain due to unresolved trade talks between China and the U.S. and potential spillover risks from the U.S. stock market [8] Group 3: Real Estate Market Insights - The Chinese real estate market has undergone the longest and most severe adjustment in 26 years, with sales area and amount significantly declining [11] - By 2024, the sales area is projected to be 974 million square meters, a 15-year regression, and the sales amount is expected to be 9.67 trillion yuan, an 8-year regression [11] - New housing prices in 70 major cities have decreased by 3.7% year-on-year, marking 39 consecutive months of decline [11] Group 4: Sector Performance - The A-share market saw a slight increase today, with the Shanghai Composite Index rising by 0.66% and the Shenzhen Component Index by 0.46% [15] - The military equipment sector experienced a collective surge, with several stocks hitting the daily limit [15] - The gaming sector also performed actively, with Giant Network hitting the daily limit [16] Group 5: Capital Flow Dynamics - Main capital inflow was 38.3 billion yuan, with the machinery equipment sector seeing the largest net inflow [27] - The top five sectors for net inflow included machinery equipment, defense military, automotive, electronics, and non-ferrous metals [27] - The banking sector saw a net inflow of 2.255 billion yuan, indicating some interest from investors [28] Group 6: Industry Valuation and Sentiment - The defense military, machinery equipment, and non-ferrous metals sectors are leading in performance, while retail, oil and petrochemicals, and social services are lagging [37] - The trading heat in sectors like construction decoration, environmental protection, and electric power equipment has increased, while sectors like agriculture, non-bank finance, and food and beverage are at historical low PE levels [37]

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每日晨报│2025 年 8 月 4 日 主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 24,507 | -1.07% | +22.17% | | 恒生科技指数 | 5,397 | -1.02% | +20.80% | | 国企指数 | 8,804 | -0.88% | +20.78% | | 沪深 300 | 4,054 | -0.51% | +3.05% | | 上证综合指数 | 3,559 | -0.37% | +6.21% | | 深证成份指数 | 10,991 | -0.17% | +5.54% | | 中小板指 | 6,818 | -0.23% | +6.83% | | 道琼斯指数 | 43,588 | -1.23% | +2.45% | | 标普 500 指数 | 6,238 | -1.60% | +6.06% | | 纳斯达克指数 | 20,650 | -2.24% | +6.94% | | 伦敦富时指数 | 9,068 | -0.70% | +10.96% | | CAC40 指数 | 7,546 ...

Core Viewpoint - RWA (Real World Assets) is emerging as a significant narrative in the financial sector, with the potential to transform traditional assets into tokenized forms, leading to a market size of approximately $16 trillion by 2030, which could represent 10% of global GDP [5][6]. Summary by Sections Definition of RWA - RWA refers to tangible and intangible assets in the real world, such as real estate, gold, bonds, and intellectual property [6]. - In the context of blockchain and fintech, RWA represents a financial revolution by tokenizing traditional assets, making them more accessible for investment [7]. Mechanism of RWA - RWA allows traditional assets to be fragmented and sold on blockchain platforms, enabling broader participation in high-value assets [8]. - It provides a financing channel for asset holders and investment opportunities for funders, theoretically achieving a win-win situation [9]. Comparison with P2P Lending - RWA is seen as an evolution of the P2P lending model, replacing internet platforms with blockchain technology to enhance transparency and trust [9]. - Unlike P2P, which relies on borrower credit, RWA uses verifiable real assets as collateral, making the process more reliable and less prone to manipulation [9]. Challenges and Risks - Despite improvements, RWA still faces risks similar to those that led to the collapse of P2P lending, particularly concerning asset verification and the potential for fraudulent projects [12]. - The liquidity and pricing of non-standardized assets linked to RWA can be volatile, posing additional risks to investors [13]. Geopolitical Implications - RWA is not just a financial innovation but also a geopolitical tool, with significant influence from state-level actors and major financial institutions [15]. - The global RWA market is projected to reach approximately $255 billion by mid-2025, with private credit and U.S. Treasury securities dominating the landscape [15]. Financial Sovereignty Concerns - The rise of RWA could challenge national monetary policies and financial sovereignty, as it facilitates capital flows into U.S. dollar-denominated assets, potentially undermining local currencies [17][19]. - Countries are exploring local stablecoins to mitigate risks associated with the dominance of dollar-based stablecoins and RWA [18]. Conclusion - RWA represents a complex interplay of financial technology, geopolitical strategy, and market dynamics, posing both opportunities and risks for individual investors [19].

Group 1 - The core concept of RWA (Real World Assets) is the tokenization of tangible and intangible assets, allowing them to be fractionalized and traded on blockchain platforms, potentially reaching a market size of $16 trillion by 2030, which is about 10% of global GDP [1][2][3] - RWA aims to provide a financing channel for asset holders and lower investment barriers for investors, echoing the goals of P2P lending but with a more reliable and transparent mechanism [3][4] - RWA utilizes blockchain technology and smart contracts to enhance transparency and security, addressing issues that plagued P2P lending, such as credit risk and information opacity [5][6][7] Group 2 - Despite improvements, RWA still faces risks related to the authenticity of underlying assets, as blockchain cannot verify the existence of off-chain assets, leading to potential issues with "fake" or low-quality assets [8][9] - The global nature of RWA introduces new complexities in risk management, as assets can be tokenized and sold across borders, creating challenges in regulation and legal recourse for investors [10][11] - RWA is increasingly influenced by state-level actors, with significant participation from government-backed assets like U.S. Treasury bonds, indicating its role as a geopolitical tool in the digital finance landscape [12][13] Group 3 - The rise of RWA could lead to a structural shift in global finance, potentially undermining local currencies and monetary policies as capital flows towards dollar-denominated assets [14][15] - Some regions are exploring local stablecoins to mitigate risks associated with RWA, aiming to maintain financial sovereignty while adapting to the evolving digital finance ecosystem [15][16] - Ultimately, RWA represents a convergence of financial technology, geopolitical strategy, and the quest for monetary authority, posing both opportunities and challenges for individual investors [16]