Yusys Technologies(SZ:300674)2025-07-13 13:40Group 1: Overview of Stablecoin Opportunities - Stablecoins represent a new financial product driven by technological advancements, offering flexibility and efficiency in cross-border payments compared to traditional methods [3] - Traditional cross-border payments can take 1 to 5 business days, while stablecoin payments enable real-time settlement, significantly reducing costs associated with intermediaries [3] - The programmability of stablecoins, combined with DeFi ecosystems, opens up diverse application scenarios and innovation potential [3] Group 2: Company's Strategic Positioning - The company has established a leading advantage in connecting banking systems with stablecoin systems, leveraging its experience with over 1,000 financial institutions [4] - The company is actively exploring the integration of stablecoins into daily retail scenarios to enhance their ecological value and liquidity [5] - The company aims to utilize its expertise in credit business to innovate in tokenized assets and RWA (Real World Assets), creating new opportunities in supply chain finance [5] Group 3: Business Model and Future Directions - The company is focused on a collaborative operational model that fosters deep relationships with clients, ensuring sustainable service and mutual value creation [6] - The comprehensive service model combining "operations + products" will be a key strategic direction for the company, moving beyond single product solutions [8] - In 2024, the company plans to upgrade its entire product line for overseas clients, with new orders expected to reach nearly 100 million yuan, indicating growth in the overseas market [8]