京北方20250702

Summary of the Conference Call Company and Industry Overview - Company: 金北方 (Jing Beifang) - Industry: Financial Technology, Digital Assets, Blockchain Key Points and Arguments 1. International Expansion Strategy: Jing Beifang plans to implement an overseas strategy, utilizing a delivery team in Shenzhen to serve Hong Kong and Southeast Asia, while a base in Macau and Zhuhai will cater to local markets and extend services to financial institutions along the Belt and Road Initiative [2][3][6] 2. Collaboration with Guofu Quantum: The partnership with Guofu Quantum focuses on leveraging its Hong Kong license resources combined with Jing Beifang's technology to explore a digital asset trading platform and participate in financial license operations, covering a complete value chain [2][5] 3. Hong Kong Subsidiary Development: Jing Beifang is advancing the establishment of a subsidiary in Hong Kong targeting major Chinese clients, providing banking and brokerage services, and considering financing to attract international cornerstone investors, with plans for a future listing in Hong Kong [2][6] 4. Technological Capabilities: The company possesses foundational technologies in blockchain privacy computing and digital currency bridges, planning to jointly apply for virtual asset trading licenses with Guofu Quantum [2][7] 5. Stablecoin Strategy: Jing Beifang has developed a detailed strategy for stablecoins in response to new regulations in Hong Kong, focusing on digital currency, cross-border payments, and financial technology ecosystems [3][13] 6. Revenue Models in RWA: The company is exploring various revenue models in Real World Assets (RWA), including consulting service fees, technical service fees, and platform transaction fees, with 12-15 patents authorized and 7-8 pending [3][17] 7. Competitive Advantages: Jing Beifang's competitive edge includes a strong technology reserve with numerous patents, a core team of top-tier graduates, and extensive implementation experience, positioning it well for international expansion [23][24] Additional Important Insights 1. Virtual Asset Trading Platform Development: The company is focused on two main directions for virtual asset trading platforms: public chain and RWA on-chain platforms, and compliance licenses in Hong Kong [11][12] 2. Impact of Stablecoins on RMB Internationalization: Stablecoins are seen as a crucial tool for the internationalization of the RMB, offering advantages in cross-border payments and potential for significant market expansion [14] 3. IT System Solutions: Jing Beifang has developed a range of IT system solutions to support emerging market demands, including blockchain infrastructure and smart contract development platforms [20][22] 4. Client Base and Market Penetration: The company has a broad client base across various financial sectors, ranking second in technology and service revenue among A-share financial technology companies, and first in the banking sector [24][28] This summary encapsulates the strategic direction, technological capabilities, and market positioning of Jing Beifang within the financial technology and digital asset landscape.