849 lines
43 KiB
HTML
849 lines
43 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>香港稳定币RWA布局 - 行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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color: #e2e8f0;
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}
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.timeline-item {
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position: relative;
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padding-left: 30px;
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margin-bottom: 20px;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: 0;
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top: 5px;
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background-color: #3b82f6;
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}
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.timeline-item::after {
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content: '';
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position: absolute;
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left: 5px;
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top: 17px;
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width: 2px;
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height: calc(100% + 10px);
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background-color: #334155;
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}
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.timeline-item:last-child::after {
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display: none;
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}
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.card {
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background: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(71, 85, 105, 0.3);
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transition: all 0.3s ease;
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}
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 25px rgba(0, 0, 0, 0.3);
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}
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.table-container {
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overflow-x: auto;
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}
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.table-container::-webkit-scrollbar {
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height: 8px;
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}
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.table-container::-webkit-scrollbar-track {
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background: #1e293b;
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}
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.table-container::-webkit-scrollbar-thumb {
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background: #3b82f6;
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border-radius: 4px;
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}
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.gradient-text {
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background: linear-gradient(90deg, #3b82f6, #8b5cf6);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.badge {
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display: inline-block;
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padding: 0.25rem 0.5rem;
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font-size: 0.75rem;
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font-weight: 600;
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border-radius: 9999px;
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}
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@media (max-width: 768px) {
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.timeline-item {
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padding-left: 20px;
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}
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}
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</style>
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</head>
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<body>
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<div class="min-h-screen p-4 md:p-8">
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<!-- Header -->
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<div class="max-w-7xl mx-auto mb-10 text-center">
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<h1 class="text-3xl md:text-5xl font-bold mb-4 gradient-text">香港稳定币RWA布局</h1>
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<p class="text-lg md:text-xl text-slate-300 max-w-3xl mx-auto">
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全球首个法币稳定币专项监管落地，构建稳定币-RWA闭环生态
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</p>
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</div>
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<!-- Key Points Summary -->
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<div class="max-w-7xl mx-auto mb-10">
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<div class="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">核心观点摘要</h2>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<p class="text-lg">
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香港通过"<span class="text-blue-400 font-semibold">严监管+低税负</span>"模式，构建了全球首个法币稳定币-RWA闭环生态。
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<span class="text-purple-400 font-semibold">短期看牌照红利</span>（2025年底首批发放），
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<span class="text-green-400 font-semibold">中期看资产上链规模</span>（新能源/算力/贸易资产），
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<span class="text-yellow-400 font-semibold">长期看人民币国际化通道价值</span>。
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当前处于<span class="text-cyan-400 font-semibold">政策落地→资产验证→生态扩张</span>的第二阶段，商业化临界点已至。
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</p>
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</div>
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</div>
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</div>
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<!-- Timeline Section -->
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<div class="max-w-7xl mx-auto mb-10">
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<div class="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">概念事件时间轴</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-cyan-400">政策发展</h3>
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<div class="timeline-item">
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<div class="font-semibold text-blue-300">2022年10月</div>
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<div>香港发布《虚拟资产发展政策宣言》，首次提出稳定币监管框架</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-300">2023年12月</div>
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<div>金管局发布《稳定币咨询总结》，明确法币挂钩稳定币优先监管</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-300">2024年7月</div>
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<div>首批5家机构进入稳定币沙盒</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-300">2025年5月21日</div>
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<div>立法会三读通过《稳定币条例草案》，8月1日正式生效</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-300">2025年6月</div>
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<div>发布《数字资产政策宣言2.0》，将RWA列为核心方向</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-300">2025年7月</div>
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<div>蚂蚁数科、协鑫能科等完成超5亿港元新能源RWA融资</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-cyan-400">催化事件</h3>
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<div class="bg-slate-800/50 p-4 rounded-lg mb-4">
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<div class="font-semibold text-yellow-300 mb-2">牌照发放</div>
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<div>首批稳定币牌照预计2025年底发放（不超过10张），蚂蚁、京东等头部机构已布局</div>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg mb-4">
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<div class="font-semibold text-yellow-300 mb-2">跨境通道</div>
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<div>央行"跨境支付通"上线，数字人民币与稳定币实现47亿元跨链交易测试</div>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<div class="font-semibold text-yellow-300 mb-2">政策协同</div>
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<div>上海国资委、无锡市委明确探索离岸人民币稳定币与外贸结合路径</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Core Logic Analysis -->
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<div class="max-w-7xl mx-auto mb-10">
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<div class="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h3 class="text-xl font-semibold mb-3 text-purple-400">核心驱动力</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">政策强制力</span>：100%法币储备+月度审计
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">技术可行性</span>：蚂蚁"两链一桥"全链路打通
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">需求刚性</span>：跨境支付成本降低90%
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</div>
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</li>
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</ul>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h3 class="text-xl font-semibold mb-3 text-purple-400">市场热度与情绪</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-chart-line text-blue-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">研报覆盖</span>：6月以来15篇头部研报密集覆盖
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exchange-alt text-yellow-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">关键词转变</span>：从"概念"转向"订单落地"
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-balance-scale text-red-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">情绪分化</span>：券商乐观，二级市场流动性不足
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</div>
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</li>
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</ul>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h3 class="text-xl font-semibold mb-3 text-purple-400">预期差</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-times-circle text-red-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">市场误区</span>：RWA"想发就发"，实际需过三重门槛
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-lightbulb text-yellow-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">被忽略点</span>：算力RWA可能成为新主线
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</div>
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</li>
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</ul>
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||
</div>
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</div>
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</div>
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</div>
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<!-- Catalysts and Future Path -->
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<div class="max-w-7xl mx-auto mb-10">
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<div class="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-cyan-400">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="bg-blue-900/30 p-4 rounded-lg border-l-4 border-blue-400">
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<div class="font-semibold text-blue-300">8月1日《稳定币条例》生效</div>
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<div>牌照申请窗口开启（蚂蚁、京东、渣打已提交）</div>
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</div>
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<div class="bg-green-900/30 p-4 rounded-lg border-l-4 border-green-400">
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<div class="font-semibold text-green-300">Q3新能源RWA集中发行</div>
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<div>协鑫能科2亿元光伏电站、朗新1亿元充电桩二期</div>
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</div>
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<div class="bg-yellow-900/30 p-4 rounded-lg border-l-4 border-yellow-400">
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<div class="font-semibold text-yellow-300">上海自贸区试点</div>
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<div>离岸人民币稳定币与香港联动模式落地</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-cyan-400">长期路径</h3>
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<div class="space-y-4">
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<div class="flex items-center">
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<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold mr-3">1</div>
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<div>
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<div class="font-semibold">2025-2026：牌照驱动</div>
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<div class="text-sm text-slate-400">首批10张牌照发放</div>
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</div>
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</div>
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<div class="flex items-center">
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<div class="w-8 h-8 rounded-full bg-purple-500 flex items-center justify-center text-white font-bold mr-3">2</div>
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<div>
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<div class="font-semibold">2027-2028：资产爆发</div>
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<div class="text-sm text-slate-400">新能源/算力/贸易资产规模超100亿美元</div>
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</div>
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</div>
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<div class="flex items-center">
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<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center text-white font-bold mr-3">3</div>
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<div>
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<div class="font-semibold">2029+：人民币国际化枢纽</div>
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<div class="text-sm text-slate-400">占跨境支付20%份额</div>
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||
</div>
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||
</div>
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||
</div>
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||
</div>
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||
</div>
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||
</div>
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</div>
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<!-- Industry Chain Analysis -->
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||
<div class="max-w-7xl mx-auto mb-10">
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<div class="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">产业链与核心公司深度剖析</h2>
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||
<div class="mb-6">
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||
<h3 class="text-xl font-semibold mb-3 text-cyan-400">产业链图谱</h3>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
|
||
<div class="flex flex-wrap justify-center items-center gap-4">
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||
<div class="bg-blue-900/50 px-4 py-2 rounded-lg">上游：资产方<br>(新能源/算力/贸易)</div>
|
||
<i class="fas fa-arrow-right text-blue-400"></i>
|
||
<div class="bg-purple-900/50 px-4 py-2 rounded-lg">中游：技术服务商<br>(蚂蚁链/京北方)</div>
|
||
<i class="fas fa-arrow-right text-purple-400"></i>
|
||
<div class="bg-green-900/50 px-4 py-2 rounded-lg">下游：交易所<br>(HashKey/OSL)+支付<br>(新国都/拉卡拉)</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-cyan-400">核心玩家对比</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-slate-800/50 rounded-lg overflow-hidden">
|
||
<thead>
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||
<tr class="bg-slate-700/50">
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||
<th class="py-3 px-4 text-left">公司</th>
|
||
<th class="py-3 px-4 text-left">角色</th>
|
||
<th class="py-3 px-4 text-left">进展</th>
|
||
<th class="py-3 px-4 text-left">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">蚂蚁集团</td>
|
||
<td class="py-3 px-4">技术+牌照双龙头</td>
|
||
<td class="py-3 px-4">香港总部落地，Jovay链10万TPS</td>
|
||
<td class="py-3 px-4">监管对互联网巨头态度谨慎</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">朗新集团</td>
|
||
<td class="py-3 px-4">新能源RWA标杆</td>
|
||
<td class="py-3 px-4">1亿元充电桩已落地，蚂蚁持股</td>
|
||
<td class="py-3 px-4">资产收益受电价政策影响</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">海南华铁</td>
|
||
<td class="py-3 px-4">算力RWA黑马</td>
|
||
<td class="py-3 px-4">260亿元设备全量上链</td>
|
||
<td class="py-3 px-4">算力价格波动大</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">京北方</td>
|
||
<td class="py-3 px-4">银行IT服务商</td>
|
||
<td class="py-3 px-4">参与20家券商虚拟资产系统建设</td>
|
||
<td class="py-3 px-4">竞争激烈，毛利率承压</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">众安在线</td>
|
||
<td class="py-3 px-4">托管+牌照</td>
|
||
<td class="py-3 px-4">众安银行为圆币科技提供托管</td>
|
||
<td class="py-3 px-4">虚拟银行业务盈利周期长</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks and Challenges -->
|
||
<div class="max-w-7xl mx-auto mb-10">
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-900/20 p-4 rounded-lg border-l-4 border-red-400">
|
||
<h3 class="font-semibold text-red-300 mb-2">技术风险</h3>
|
||
<p>跨链桥安全性（2024年Ronin桥被盗6亿美元阴影）</p>
|
||
</div>
|
||
<div class="bg-orange-900/20 p-4 rounded-lg border-l-4 border-orange-400">
|
||
<h3 class="font-semibold text-orange-300 mb-2">商业化风险</h3>
|
||
<p>RWA代币流动性折价（香港无二级市场，需折价10-15%转新加坡）</p>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="bg-yellow-900/20 p-4 rounded-lg border-l-4 border-yellow-400">
|
||
<h3 class="font-semibold text-yellow-300 mb-2">政策风险</h3>
|
||
<p>内地对离岸人民币稳定币态度未明，可能限制资金回流</p>
|
||
</div>
|
||
<div class="bg-purple-900/20 p-4 rounded-lg border-l-4 border-purple-400">
|
||
<h3 class="font-semibold text-purple-300 mb-2">信息矛盾</h3>
|
||
<p>研报称"香港RWA规模将超千亿美元"，但路演数据当前仅5亿港元（差距200倍）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion and Investment Insights -->
|
||
<div class="max-w-7xl mx-auto mb-10">
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">综合结论与投资启示</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg mb-4">
|
||
<h3 class="text-xl font-semibold mb-3 text-cyan-400">阶段判断</h3>
|
||
<p>处于<span class="text-green-400 font-semibold">政策红利→订单验证</span>过渡期，<span class="text-yellow-400 font-semibold">非纯主题炒作</span>（已有1-2亿元订单落地）</p>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg mb-4">
|
||
<h3 class="text-xl font-semibold mb-3 text-cyan-400">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li>• Q3 RWA发行规模（需>10亿元验证商业化）</li>
|
||
<li>• 香港VATP牌照发放数量（>5家预示交易所竞争白热化）</li>
|
||
<li>• 央行数字人民币与稳定币兑换额度（试点突破100亿元将引爆市场）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 p-4 rounded-lg border border-blue-500/30">
|
||
<h3 class="text-xl font-semibold mb-3 text-cyan-400">高价值方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div>
|
||
<div class="font-semibold text-blue-300 mb-2">牌照稀缺性</div>
|
||
<p>关注蚂蚁/京东潜在获牌方（牌照=零成本资金池，参考Circle千亿美金规模）</p>
|
||
</div>
|
||
<div>
|
||
<div class="font-semibold text-purple-300 mb-2">资产端壁垒</div>
|
||
<p>新能源+算力双主线，优先选择数据可验证（充电桩IoT）或国企背景（协鑫能科）标的</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Related Stocks -->
|
||
<div class="max-w-7xl mx-auto mb-10">
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">关联股票</h2>
|
||
|
||
<!-- Ant International Related Stocks -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-400">稳定币-蚂蚁国际(250612)</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-slate-800/50 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-slate-700/50">
|
||
<th class="py-3 px-4 text-left">股票</th>
|
||
<th class="py-3 px-4 text-left">持股关系</th>
|
||
<th class="py-3 px-4 text-left">合作项目</th>
|
||
<th class="py-3 px-4 text-left">产业链</th>
|
||
<th class="py-3 px-4 text-left">消息来源</th>
|
||
<th class="py-3 px-4 text-left">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">朗新集团</td>
|
||
<td class="py-3 px-4">上海云鑫10.75%股权</td>
|
||
<td class="py-3 px-4">蚂蚁数科RWA项目</td>
|
||
<td class="py-3 px-4">助储充产业提"智"增效</td>
|
||
<td class="py-3 px-4">公司官网</td>
|
||
<td class="py-3 px-4">朗新集团通过持股上海云鑫（蚂蚁科技全资子公司）与蚂蚁数科合作RWA项目</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">华信永道</td>
|
||
<td class="py-3 px-4">上海云鑫为第三大股东</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">企查查</td>
|
||
<td class="py-3 px-4">华信永道第三大股东上海云鑫为蚂蚁科技全资控股方</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">吉大正元</td>
|
||
<td class="py-3 px-4">上海云鑫10.48%股权</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">企查查</td>
|
||
<td class="py-3 px-4">吉大正元持有上海云鑫10.48%股权，间接关联蚂蚁科技</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">君正集团</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
<td class="py-3 px-4">君正集团与蚂蚁科技共同持有天弘基金股权</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">新开普</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">网络资料</td>
|
||
<td class="py-3 px-4">新开普设立的完美数联被蚂蚁金服增资持股30%</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">东港股份</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司公告</td>
|
||
<td class="py-3 px-4">东港股份子公司东港瑞宏有上海云鑫参股，但与蚂蚁金服无直接股权关系</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">元隆雅图</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">网络资料</td>
|
||
<td class="py-3 px-4">通过子公司切入RWA领域并战略投资文娱科技企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">安妮股份</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">区块链中国标准演进</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司官网</td>
|
||
<td class="py-3 px-4">参与蚂蚁金服主导的区块链中国标准推动工作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">正元智慧</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
<td class="py-3 px-4">蚂蚁金服未来校园产品的主要合作伙伴，提供硬件支持</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">美登科技</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司年报</td>
|
||
<td class="py-3 px-4">核心产品为淘宝网推出的虚拟货币淘宝币</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">协鑫能科</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">网络资料</td>
|
||
<td class="py-3 px-4">与蚂蚁数科成立合资公司推进光伏RWA项目</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">市北高新</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">上海可信数据经济研究院</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司公告</td>
|
||
<td class="py-3 px-4">联合蚂蚁数科及高校发起数据经济研究机构</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">科蓝软件</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">移动互联网金融平台及金融核心系统</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司公告</td>
|
||
<td class="py-3 px-4">与蚂蚁云金融合作研发金融技术项目</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">雄帝科技</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
<td class="py-3 px-4">在智慧出行领域与支付宝开展合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">广和通</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">RWA上链技术规范编写单位</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">蚂蚁数科官微</td>
|
||
<td class="py-3 px-4">参与蚂蚁数科主导的RWA技术规范制定</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">天合光能</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">RWA上链技术规范编写单位</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">蚂蚁数科官微</td>
|
||
<td class="py-3 px-4">参与蚂蚁数科主导的RWA技术规范制定</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">正泰集团</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">RWA上链技术规范编写单位</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">蚂蚁数科官微</td>
|
||
<td class="py-3 px-4">参与蚂蚁数科主导的RWA技术规范制定</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">霍普股份</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">RWA上链技术规范编写单位</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">蚂蚁数科官微</td>
|
||
<td class="py-3 px-4">参与蚂蚁数科主导的RWA技术规范制定</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">科力远</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">RWA上链技术规范编写单位</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">蚂蚁数科官微</td>
|
||
<td class="py-3 px-4">参与蚂蚁数科主导的RWA技术规范制定</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">奥瑞德</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">RWA上链技术规范编写单位</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">蚂蚁数科官微</td>
|
||
<td class="py-3 px-4">参与蚂蚁数科主导的RWA技术规范制定</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stablecoin RWA Concept Stocks -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-400">稳定币RWA概念股(250529)</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-slate-800/50 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-slate-700/50">
|
||
<th class="py-3 px-4 text-left">股票</th>
|
||
<th class="py-3 px-4 text-left">行业</th>
|
||
<th class="py-3 px-4 text-left">项目</th>
|
||
<th class="py-3 px-4 text-left">产业链</th>
|
||
<th class="py-3 px-4 text-left">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">众安在线</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">跨境支付区块链平台</td>
|
||
<td class="py-3 px-4">数字人民币</td>
|
||
<td class="py-3 px-4">与蚂蚁链合作推出跨境支付区块链平台，参与数字人民币研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">四方精创</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字货币跨境支付</td>
|
||
<td class="py-3 px-4">数字人民币</td>
|
||
<td class="py-3 px-4">与Visa合作跨境支付项目，参与数字人民币研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">新国都</td>
|
||
<td class="py-3 px-4">支付技术</td>
|
||
<td class="py-3 px-4">跨境支付品牌PayKa</td>
|
||
<td class="py-3 px-4">数字人民币</td>
|
||
<td class="py-3 px-4">推出跨境支付品牌PayKa，参与数字人民币相关业务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">拉卡拉</td>
|
||
<td class="py-3 px-4">支付技术</td>
|
||
<td class="py-3 px-4">跨境支付</td>
|
||
<td class="py-3 px-4">数字人民币</td>
|
||
<td class="py-3 px-4">跨境支付业务覆盖100+国家</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">恒生电子</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">Syminet区块链平台</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">持有Syminet公司股权，布局区块链技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">金证股份</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字资产清算</td>
|
||
<td class="py-3 px-4">数字人民币</td>
|
||
<td class="py-3 px-4">与Aegic合作数字资产清算服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">长亮科技</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币核心系统</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与香港虚拟银行核心系统项目</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">天阳科技</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币研发</td>
|
||
<td class="py-3 px-4">数字人民币</td>
|
||
<td class="py-3 px-4">参与央行数字人民币研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">信安世纪</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币安全体系</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与制定金融分布式账本技术标准</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">科蓝软件</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币合作</td>
|
||
<td class="py-3 px-4">数字人民币</td>
|
||
<td class="py-3 px-4">与多家银行合作数字人民币项目</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">京北方</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币支付系统</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与多家银行支付系统建设</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">华峰超纤</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">跨境支付</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">子公司参与跨境支付项目</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">飞天诚信</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币硬件钱包</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">提供数字人民币硬件钱包解决方案</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">华软科技</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币应用</td>
|
||
<td class="py-3 px-4">数字人民币</td>
|
||
<td class="py-3 px-4">子公司参与数字人民币场景建设</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">新大陆</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币POS终端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">全球第三大POS机厂商，支持数字人民币交易</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">银之杰</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币支付</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">为银行提供数字人民币相关服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">翠微股份</td>
|
||
<td class="py-3 px-4">零售</td>
|
||
<td class="py-3 px-4">数字人民币支付</td>
|
||
<td class="py-3 px-4">数字人民币</td>
|
||
<td class="py-3 px-4">旗下海科融通参与数字人民币支付</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">海联金汇</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币跨境支付</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">拥有跨境支付牌照，参与数字人民币研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">神州信息</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币系统建设</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与数字人民币相关系统建设</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">广电运通</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币智能终端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">研发数字人民币智能终端设备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">雄帝科技</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币硬件支持</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">提供数字人民币硬件解决方案</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">证通电子</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币支付终端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">研发数字人民币支付终端设备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">创识科技</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币商户收单</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">提供数字人民币商户收单解决方案</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">天源迪科</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币数据分析</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与数字人民币相关数据分析项目</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">先进数通</td>
|
||
<td class="py-3 px-4">金融科技</td>
|
||
<td class="py-3 px-4">数字人民币系统集成</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">提供数字人民币系统集成服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold">拉卡拉</td>
|
||
<td class="py-3 px-4">支付技术</td>
|
||
<td class="py-3 px-4">跨境支付</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">跨境支付业务覆盖100+国家</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">新国都</td>
|
||
<td class="py-3 px-4">支付技术</td>
|
||
<td class="py-3 px-4">跨境支付品牌PayKa</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">推出跨境支付品牌PayKa，参与数字人民币相关业务</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// Add some interactivity
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
// Add smooth scrolling
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||
behavior: 'smooth'
|
||
});
|
||
});
|
||
});
|
||
|
||
// Add hover effect to cards
|
||
const cards = document.querySelectorAll('.card');
|
||
cards.forEach(card => {
|
||
card.addEventListener('mouseenter', function() {
|
||
this.style.transform = 'translateY(-5px)';
|
||
});
|
||
card.addEventListener('mouseleave', function() {
|
||
this.style.transform = 'translateY(0)';
|
||
});
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |