欧亚经济论坛组委会相关负责人介绍，"通丝路"平台是对原"通丝路"跨境电子商务人民币结算服务 平台的提档升级，全面适配跨境贸易各类复杂业务场景，以外贸全链路数字化服务为核心，以外贸综合 服务、跨境电子商务、跨境人民币结算为亮点，构建了"企业服务+政务服务+公共服务"三位一体的数 字化服务体系，致力于解决中小微外贸企业出海难、运输贵、流程繁等痛点难点问题，推动区域跨境贸 易数字化转型。 在企业服务方面，"通丝路"平台不仅为企业提供报关报检、收汇结汇、国际物流、海外仓储、智能 选品、数字获客、跨境贸易撮合等外综服基础服务，还为企业提供跨境人民币结算服务，降低企业面临 的汇率波动风险，提高资金结算效率。同时，针对中小微外贸企业融资难、融资贵问题，"通丝路"平台 汇集银行、保险、融资担保、融资租赁、商业保理等各类金融机构，提供信保投保、赊销融资、信用证 开立等金融服务。在政务服务方面，"通丝路"平台通过外贸数据统计及监控等政务服务，协助政府实现 对外贸行业的有效监管和政策支持。在公共服务方面，"通丝路"平台融合了会议会展、企业认证、法律 咨询、行业会客厅等服务资源，帮助企业了解行业动态和政策变化，提升市场竞争力。（记者 ...

Core Viewpoint - Chaoyang District has positioned itself as a significant window for the capital's opening-up, focusing on high-standard implementation of the "Two Zones" initiative since 2020, leading to enhanced investment openness, trade facilitation, and innovative open models [1][4][5]. Investment and Economic Development - Over the past five years, Chaoyang District has implemented over 150 pilot reform policies, resulting in 109 innovative projects and 87 institutional innovations, with 15 measures replicated nationwide [4][5]. - The district has attracted major projects such as Alibaba's Beijing headquarters and the Beijing International Big Data Exchange, with a total of 4,473 projects recorded and 2,644 implemented [4][5]. Financial and Trade Openness - Chaoyang has deepened financial sector openness, establishing the first foreign-funded securities company in China, Standard Chartered Securities, and leading in the number of approved telecom business types [5][12]. - The district has completed a cross-border trade digitalization pilot with Singapore, enhancing trade facilitation and establishing a service center for port collaboration [5][6]. Cross-Border Flow and Data Management - The district has initiated comprehensive reforms for cross-border capital flow, becoming a leader in international payment services and cross-border investment facilitation [5][6]. - It has established data flow service centers and implemented the first personal information export standard contract in the country, enhancing data management capabilities [6][10]. Industry Innovation and Technology - Chaoyang has developed 20 specialized industrial parks focusing on sectors like AI, digital healthcare, and the metaverse, with over 1,400 companies in the metaverse industry cluster [8][9]. - The district has launched the first digital healthcare park in the city, housing over 240 enterprises in AI and new drug development [9]. International Cooperation and Investment Attraction - Since 2021, Chaoyang has established 2,398 new foreign enterprises, accounting for 28.4% of the city's total, with actual foreign investment reaching $17.4 billion [11][12]. - The district has expanded its international investment network, engaging with countries like the UK and Germany to foster cooperation in various industries [13][14]. Service and Infrastructure Enhancement - Chaoyang has improved its international service capabilities, establishing a friendly consumption environment for foreign visitors and enhancing payment services [17][18]. - The district has launched initiatives to optimize living conditions for expatriates, including the distribution of a foreigner handbook and the establishment of international talent apartments [19][20].

Investment Rating - The report assigns an "Overweight" rating for the cross-border payment industry [1][10]. Core Insights - The People's Bank of China and other departments aim to enhance the functionality and global coverage of the Cross-Border Interbank Payment System (CIPS), which is expected to open new growth opportunities for the cross-border payment industry [3][4]. - The implementation of high-level opening-up strategies through free trade zones is anticipated to increase demand for cross-border payment services, thereby supporting the industry's overall growth [4]. - The digital transformation and application of advanced technologies such as blockchain and big data are driving the upgrade of the cross-border payment system, indicating an irreversible trend towards digitalization in cross-border settlements [4]. Summary by Sections Policy Support - The report highlights that the enhancement of CIPS and the promotion of free trade zones will require the collaborative development of the cross-border clearing industry, with innovation being crucial for achieving policy goals [4]. - The demand from export enterprises and the government for cross-border payment services is expected to increase, providing better growth opportunities for related companies [4]. Recommended Stocks - The report recommends the following stocks: Yuxin Technology, Jingbeifang, Newland, Xinguodu, and Lakala as primary beneficiaries, while Changliang Technology, Sifang Jichuang, Baoshui Technology, Ruimaotong, and Anshuo Information are identified as secondary beneficiaries [4][5]. Financial Projections - The report provides earnings per share (EPS) forecasts for 2024A, 2025E, and 2026E for the recommended stocks, indicating a positive outlook for their financial performance [5].

智通财经APP获悉，国泰海通发布研报称，央行等四部门方案提出提升人民币跨境支付系统(CIPS)功能 和全球网络覆盖，推动更多银行加入CIPS。另外，国务院部署实施自由贸易试验区提升战略，推进高 水平对外开放。政策导向有望支撑跨境支付行业打开新的增长空间。无论是推动CIPS功能提升和范围 扩容，还是通过自由贸易区试点推进高水平对外开放，都需要跨境清算行业的协同发展，企业的创新创 造能力对政策目标的实现至关重要。多维政策目标有利于共同打开跨境清算企业需求空间，支持相关企 业上下游转型升级，推升跨境支付行业整体景气度。 国泰海通主要观点如下： 央行等部门方案推动提升人民币跨境支付系统(CIPS)功能和全球网络覆盖 中共中央和国务院加快实施自由贸易试验区提升战略，推动自贸区建设 探索建设高水平自由贸易试验区，实现开放型经济质量全面提升，必然伴随着人民币本币结算比重的不 断提高，让人民币在自贸试验区发挥贸易和投融资的作用。这其中离不开跨境支付企业的业务支持，自 贸试验区进出口贸易对跨境支付企业的需求提升，推动行业内业务升级以适应不同贸易类型的结算需 求，激发行业发展活力。 数字化转型以及前沿科技助力跨境支付体系升级 C ...