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【私募调研记录】煜德投资调研天阳科技、奥普特
Zheng Quan Zhi Xing· 2025-06-02 00:09
Group 1: Tianyang Technology - Tianyang Technology ranks first in the domestic credit card sector and is actively expanding into overseas markets [1] - The company has launched credit card products that allow for stablecoin top-ups, benefiting from mature technology and favorable regulatory policies [1] - Stablecoin cross-border payments do not require the SWIFT system, offering faster transactions, transparent fees, and lower costs, making them popular among cross-border trade enterprises [1] - Financial technology companies need blockchain development capabilities and market sensitivity, with RWA still growing, and non-performing assets can be used as underlying assets in the short term [1] - Stablecoin payments are decentralized, eliminating intermediary banks and reducing costs, with transactions completed within 30 seconds [1] - The issuance of stablecoins has high thresholds, with liquid stablecoins like USDT and USDC expected to dominate the market [1] - Not all countries have a demand for stablecoin issuance, as stablecoins represent the digitization of fiat currency, reinforcing the dominance of the US dollar [1] - Tianyang Technology collaborates with leading manufacturers to expand into Southeast Asia and provide credit card migration and technical support [1] Group 2: Optoelectronics - Optoelectronics is experiencing strong growth in the semiconductor and automotive industries, with projected revenues of 50.81 million and 32.10 million in 2024, representing year-on-year growth of 44.08% and 89.95% respectively [2] - The company is optimizing its sales model, focusing on buyout sales while gradually increasing the sales of standardized products, with plans to expand regional distribution models [2] - To enhance product standardization, the company is promoting the transformation of technological achievements into standardized and modular products, improving scalability and replicability [2] - The core product lines in visual software, including SciVision, Smart3, and DeepVision3, have undergone multiple technological upgrades and product iterations [2] - The future development strategy aims to establish the company as a leading international supplier of core automation components, focusing on key areas of perception and decision-making [2] - Key growth drivers include increased penetration of machine vision across industries, enhanced customer awareness, advancements in industrial AI technology, and global expansion supporting domestic substitution [2]
【私募调研记录】申九资产调研天阳科技
Zheng Quan Zhi Xing· 2025-06-02 00:09
上海申九资产管理有限公司于2016年3月22日在崇明县市场监管局登记成立。法定代表人朱晓亮,公司 经营范围包括资产管理,投资管理。【依法须经批准的项目等。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 调研纪要:天阳科技在国内信用卡领域排名第一,积极拓展海外市场。公司已推广用稳定币充值的信用 卡产品,技术成熟,监管政策友好推动稳定币使用。稳定币跨境支付无需SWIFT体系,到账快、费用透 明、成本低,受跨境贸易企业欢迎。金融科技公司需具备区块链开发技术和市场敏感度,RWA仍在成 长中,短期内可用不良资产作为底层资产。稳定币跨境支付去中心化,无代理行,成本低,30秒内到 账;传统Swift汇款涉及多层代理行,费用高。稳定币支付费用包括美元与稳定币互换的手续费及本币 与美元间的汇兑差。稳定币发行门槛高,流动性强的稳定币如USDT和USDC将占据主导地位。并非所 有国家有发行稳定币的需求,稳定币是法币的数字化,巩固美元霸主地位。天阳科技与头部厂商合作, 拓展东南亚等海外市场,提供信用卡迁移和技术支持。 机构简介: 根据市场公开信息及5月30 ...