2025.07. 02 本文字数：2249，阅读时长大约4分钟 作者 | 第一财经 王媛丽 累计涨幅超80%，一度触及25.92元的年内新高。刚刚结束的6月份，楚天龙（003040.SZ）上演 股价暴涨行情。 楚天龙此番大涨，与稳定币有关。5月30日，该公司在互动平台上否认涉及稳定币业务。然而，仅仅 数日后，该公司又在投资者调研纪要中改口，并明确提及稳定币布局，从而成为次轮暴涨的关键触发 点。 该公司5月30日在互动易平台明确表示，"国家政策禁止国内加密货币发行与流通，暂不涉及稳定币 相关业务"，并强调合规审慎开展各项业务。但仅数日后的6月5日和10日，该公司又在投资者调研 中转而高调宣称，"具备参与香港稳定币相关业务能力"，并提及"对稳定币相关底层技术、客户需求 及行业发展趋势保持了必要的技术储备和重点关注"。 这种前后不一致的表态，与股价暴涨时间点高度吻合，该公司在投资者调研纪要中明确提及稳定币布 局，也成为股价暴涨的关键触发点。6月5日调研后，6日、9日，该股连续两日涨停。6月10日调研 后，该股次日再度涨停。 由于"稳定币"概念近期遭市场热炒，逾10家公司（如御银股份）否认涉及相关业务，楚天龙却未再 ...

龙虎榜机构热股 今天机构龙虎榜上榜23只个股，净买入12只，净卖出11只。当日机构买入最多的个股前三位是：御银股 份（7691万）、海南华铁（7642万）、大智慧（6562万）。 | 上榜热股 | | 实时涨跌幅 , 买/卖家数 , 机构净买额 , | | | --- | --- | --- | --- | | 御银股份 002177.SZ | +0.66% | 5/2 | +7691.08万 | | 海南华铁 603300.SS | +7.13% | 1/0 | +7642.08万 | | 英联股份 | | | | | 002846.SZ | +4.38% | 3/0 | +7526.03万 | | 3日 | | | | 海南华铁 龙虎榜显示，今日1家机构净买入7642万。 作为全球首个聚焦"现实世界资产数字化（RWA）"的国际峰会，"WCS·2025RWA产业大会"即将于6月 25日在香港举办。据悉，海南华铁正式成为"WCS·2025RWA产业大会"的协办方，同时海南华铁总经理 胡丹锋、副总经理郭海滨确认参会。根据介绍，本届大会聚焦RWA技术革新、产业融合与全球化实 践，推动Web3与传统经济深度融合。 ...

Core Insights - The article highlights the initiatives taken by the Shandong branch of the Industrial and Commercial Bank of China (ICBC) to support high-quality financial services that drive economic and social development, particularly in technology innovation and green finance. Group 1: Financial Services for Technology Innovation - Shandong ICBC has developed a comprehensive plan to support new productive forces, focusing on technology innovation and large-scale equipment upgrades, with strategic emerging industry loans exceeding 200 billion yuan, ranking first in the industry as of May 2025 [2][3]. - The bank has introduced various innovative loan products such as "Sci-Tech e-loan," "Points Loan," and "Sci-Tech R&D Loan" to meet the financing needs of technology enterprises [3]. Group 2: Equity Investment and Collaboration - Shandong ICBC has actively participated in the "Financial Direct to Grassroots Acceleration" initiative, approving loans exceeding 169.5 billion yuan for 355 projects across 14 cities, with a total disbursement of over 60 billion yuan [4]. - The establishment of the Jinan Gongrong Guohui Equity Investment Fund, with a total scale of 1 billion yuan, aims to invest in strategic emerging industries within Shandong province [4][5]. Group 3: Green Finance Initiatives - The bank has launched innovative green financial products, such as marine carbon sink expected revenue rights pledge loans, to enhance financing channels for enterprises while promoting ecological sustainability [6][7]. - The "Lushan Bay Oyster Integration Development Demonstration Zone Project" received a 50 million yuan loan, marking the first marine carbon sink expected revenue rights pledge loan in Shandong province [7]. Group 4: Inclusive Finance for Small and Micro Enterprises - The "Qilu Xingnong Loan" product, tailored for agricultural needs, has seen a loan balance exceeding 6.3 billion yuan, with a growth rate of over 38% since the beginning of the year [8]. - The bank has implemented an automated and streamlined approval process for financing applications, enhancing accessibility for small and micro enterprises [8]. Group 5: Elderly Care Financial Services - The "Silver Industry Cloud" platform provides a comprehensive range of financial services for the elderly, integrating various aspects of elderly care and management [9]. - The platform aims to enhance operational efficiency and service quality in elderly care institutions, with plans to add 43 new clients by 2025 [9]. Group 6: Digital Financial Innovations - Shandong ICBC has developed a "Smart Agricultural Service Platform" based on open banking and digital currency smart contracts, providing integrated financial services for rural revitalization [10][11]. - The platform addresses key issues such as online business operations and fund supervision, significantly improving transaction efficiency and control [11].

6月10日特定对象调研：问：请介绍一下公司数字人民币业务目前进展情况？答：公司已与8家二层运营 机构及华为等合作，研发的"楚天龙数字人民币智能合约平台"已成功落地全国多个首创、多个首发数币 试点项目。 问：公司开展数字人民币业务，主要盈利模式是怎样的？答：公司打造了涵盖用户侧、受理侧、发行侧 及系统侧产品与服务的数字人民币产品矩阵，为客户提供软硬件结合的数币综合解决方案，取得销售收 入。 截至2025年6月13日收盘，楚天龙（003040）报收于17.08元，较上周的15.58元上涨9.63%。本周，楚天 龙6月12日盘中最高价报20.5元，股价触及近一年最高点。6月11日盘中最低价报16.3元。本周共计2次涨 停收盘，无跌停收盘情况。楚天龙当前最新总市值78.76亿元，在通信设备板块市值排名43/87，在两市 A股市值排名1979/5150。 本周关注点 交易信息汇总 沪深交易所2025年6月11日公布的交易公开信息显示，楚天龙（003040）因日振幅值达到15%的前5只证 券，日涨幅偏离值达到7%的前5只证券登上龙虎榜。此次是近5个交易日内第2次上榜。沪深交易所2025 年6月9日公布的交易公开信息显示， ...

我们不是资讯的搬运工 而是有态度的发现者 和财富早班车 2025年6月12日 | ● 国内金融市场 ● | | | | ● 股指期货 · | | | --- | --- | --- | --- | --- | --- | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | 上证指数 | 3402.32 | 0.52% | 上证当月连续 | 2682.4 | 0.79% | | 深证成指 | 10246.02 | 0.83% | 沪深当月连续 | 3878.8 | 0.89% | | 创业板指 | 2061.87 | 1.21% | 恒生期货指数 | 31390.91 | 1.13% | 、宏观消息汇总 1。商务部国际贸易谈判代表：中美原则上就落实两国元首6月5 日通话共识以及目内瓦会谈共识达成了框架 2。中国期货业协会：1—5月全国期货市场累计成交量同比增长 15.61%，其中5月市场成交量同比下降4.51% 3. 外交部：中国连续16年是非洲最大贸易伙伴，中方将对53个 非洲建交国实施100%税目产品零关税 二、行业最新动态 舰 白银狂飙,价格创13年新高！6月以来涨幅10.71%,相关 ...

| | 代码 | 名称 | 治福 | 现价 涨停分析 | 几天几板+ | 换手 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 002826 | 易明医药 | +9.99% | 21.57 控制权变更+糖尿病自仿药 6连板 | | 5.04% | | 2 | 002878 | 兀库雅图 | +9.98% | 20.60 数字文创资产+IP文创+Web. 9天5板 | | 29.65% | | 3 | 002940 | 司利康 | +9.98% | 26.11 NHKC-1+创新药+仿制药+宠 7天5板 | | 29.07% | | प | 600232 | 金鹰股份 | +10.00% | 8.47 注塑机+纺织机械+锂电池+起 4连板 | | 31.80% | | e | 003040 | 楚天龙 | +10.03% | 19.20 数字人民币+跨境支付 | 4大 3板 | 28.22% | | 6 | 002181 | 粤传媒 | +9.95% | 8.07 Al营销+体育产业+报业传媒 3连板 | | 8.84% | | 7 | 603332 | ...

Core Viewpoint - The company, Chutianlong, is actively engaged in the development of digital currency infrastructure and has established partnerships to enhance its offerings in the digital yuan ecosystem [1] Group 1: Digital Currency Initiatives - The company has collaborated with 8 secondary layer operating institutions and Huawei to develop the "Chutianlong Digital Yuan Smart Contract Platform," providing integrated solutions for various scenarios [1] - The company has successfully implemented multiple pioneering digital currency pilot projects across the country, supporting major events such as the Winter Olympics, Universiade, and Service Trade Fair with digital yuan products and technical services [1] Group 2: International Market Strategy - Currently, the company's overseas business accounts for a low proportion of its overall operations, but it holds certifications from major credit card organizations including UnionPay, VISA, Mastercard, American Express, JCB, and Diners Club [1] - Since 2024, the company has increased its research and development efforts in overseas communication and financial product projects to quickly respond to changes in international market demands, aiming to enhance its international market share and brand recognition [1] Group 3: Technological Focus - The company is actively exploring and promoting the application of technologies and solutions related to digital currency bridges, smart contract design, and cross-border settlement optimization [1] - The company maintains necessary technical reserves and focuses on the underlying technologies, customer demands, and industry development trends related to stablecoins [1]

证券代码：003040 证券简称：楚天龙 楚天龙股份有限公司投资者关系活动记录表 问题 2：公司开展数字人民币业务，主要盈利模式是怎样的？ 交流回复： 公司打造了较为完善的数字人民币产品矩阵，涵盖用户侧、受理侧、 发行侧及系统侧产品与服务，既有数币硬钱包、发行及受理终端等硬 件产品，也有受理环境改造服务、系统平台开发以及运营服务等，为 客户提供软硬件结合的数币综合解决方案，取得销售收入。 问题 3：公司目前是否开展法币稳定币业务？如何看待稳定币在大陆 地区的发展前景？ 交流回复： 公司积极探索并推动数字货币桥落地场景、智能合约设计、跨境 结算优化等技术与方案的研发应用，同时对稳定币相关底层技术、客 户需求及行业发展趋势保持了必要的技术储备和重点关注。 编号：【2025】0610 | | ☑特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活动类 | □媒体采访 | □业绩说明会 | | 别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | □其他 | | | 参与单位及人员 | | | | | 西部证券 曾庆亮 中华联合保险刘佑成 | | | | ...

Group 1 - The company, Chutianlong (003040), has issued an announcement regarding abnormal stock trading, with the stock price deviation exceeding 20% over two consecutive trading days [1] - There is a heightened market interest in digital currency, particularly digital renminbi and stablecoins, which the company has been actively exploring [1] - The company is involved in projects related to the implementation of digital currency bridges, smart contract design, and optimization of cross-border settlements, but faces risks related to new technology development and commercial application [1] Group 2 - The company acknowledges that certain projects or products have significant uncertainty regarding their application scenarios and market scale, which may lead to underperformance in commercial applications [1] - The company has issued a reminder to investors to make cautious and rational investment decisions [1]

2025年，日本国际区块链技术展将于四月和十月分别在东京和千叶举行。这一展会旨在展示区块链技术的最新进展和应用，吸引了来自出色的行业专家、企 业代表和技术爱好者参与。展会将分为两个阶段，分别在日本东京有明展览馆和日本千叶幕张展览馆举行，展会的时间为2025年4月15日至17日和2025年10 月8日至10日。 展会的主办单位是RXJapan株式会社，这是一家在展览行业内享有盛誉的公司，专注于组织各类专业展会。此次展会的举办背景是出色区块链技术的快速发 展，企业和个人对这一技术的关注度持续上升，相关应用逐渐渗透到各个行业。展会的目的在于为与会者提供一个交流和学习的平台，促进技术的传播与合 作。 1.技术展示：展会将集中展示最新的区块链技术和解决方案。参展商将展示其在智能合约、去中心化金融（DeFi）、数字资产管理等领域的创新成果。与会 者可以直接与技术开发者交流，了解技术的实际应用和未来发展趋势。 展会的规模预计将非常庞大，吸引来自世界各地的参展商和观众。无论是行业巨头还是初创企业，都将在这里找到展示自身技术与产品的机会。同时，观众 也可以通过这一平台接触到最新的行业动态和技术趋势，提升自身对区块链领域的理解。 ...