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运营机构扩容叠加《清晰法案》推进 数字货币概念站上风口？(附股)_我的网站

一 |     By Wang Gaofei, Wu Xinru     (ECNS) -- Do sunflower seeds and dumplings pose a "threat" to U.S. national security?    The question may sound absurd, but the latest additions to the so-called Uyghur Forced Labor Prevention Act (UFLPA) entity list have raised questions about the breadth of the U.S. trade restrictions on Chinese goods. 43 Chinese companies have been added to the list in a single day, bringing the total to 187. From advanced chips to food and everyday apparel, the overreaching "big stick" of U.S. sanctions has finally ripped away its own fig-leaf.    Is this move really driven by "human rights concerns" as the West claimed, or is it merely the result of political calculation by Washington's elites? What lies behind Washington's decision to escalate sanctions just one day after reaching a consensus?    Josef Gregory Mahoney, an American scholar and professor of Politics and International Relations at East China Normal University, was recently invited to join News Lounge of China News Network where he unpacked the real intentions of U.S. sanctions.        Sunflower seeds and dumplings land on the list: The absurdity and futility behind overreaching sanctions     "This move is logically indefensible," Mahoney stated bluntly, "These consumer goods firms have absolutely no connection to the so-called 'forced labor' allegations. Claims are entirely fabricated and lack any factual basis."     He argued that the U.S.' true intention is clear -- using groundless excuses to suppress China's competitive ordinary industries, disrupt the stability of China's industrial and supply chains, and protect the market share of its own traditional industries at the expense of Chinese enterprises' legitimate rights.         When even sunflower seeds and dumplings are labeled as "threats," the veteran scholar of China-U.S. relations emphasized, it exposes the absurdity and desperation behind Washington's containment strategy.     Turning to the Uyghur Forced Labor Prevention Act (UFLPA) itself, he was even more incisive: "In the context of international law, the UFLPA has no legitimate legal foundation. In fact, it violates basic WTO rules and international trade norms."    He also added that the enforcement criteria of UFLPA are fatally flawed, adopting an unfair, rebuttable presumption that treats all related entities as guilty without evidence. When the law arbitrarily expands restrictions without clear, consistent judgment, it reverses the fundamental legal principle of presumption of innocence.     To suppress China, Washington has disregarded legal principles and fallen into logical contradictions, going to extraordinary lengths to achieve its ends.    Mahoney stressed: "It is blatant economic coercion, which could bring far-reaching harm," including erecting unnecessary trade barriers, hindering the flow of bilateral goods, and disrupting global industrial chain arrangements. Washington will hardly be able to bear the bitter fruits of these spillover effects.    Backtracking the very next day: Political calculation trumps economic and trade consensus     Just one day before the sanctions were announced, senior Chinese and U.S. officials in charge of economic and trade affairs had just held a video call, during which both sides stated that they were ready to jointly push for stable and sound China-U.S. economic and trade ties. Yet Washington brandished the big stick of sanctions almost immediately after those remarks. According to Mahoney, the timing is a deliberate and calculated provocation.     "The U.S. uses engagement and escalation as two sides of the same policy. It aims to create unilateral leverage before the follow-up consultations, break the mutual trust just built and force China into unnecessary concessions, completely violating the consensus reached by both parties."    The so-called "human rights concerns" appear to be a plausible pretext by the U.S. Yet in Mahoney's eyes, the sanction escalation stems almost entirely from domestic U.S. political calculation.     As the midterm elections draw near, demonstrating toughness on China remains one of the few tactics to unite Washington's bitterly-divided political establishment. The U.S. Congress has consistently demanded more aggressive UFLPA enforcement, and expanding the entity list helps insulate the White House from criticism by China Hawks.    Mahoney sees through this ploy: "It says nothing more than a convenient political fig leaf."    But just how much of Washington's shame can this fig leaf possibly cover?        Mahoney pointed directly to long-unresolved domestic issues in the United States, including sweatshop labor, prison labor and the abuse of migrant labor. Abroad, Washington has resorted to the aggression against Venezuela, against Iran, and supporting the genocide in Gaza.     Plagued by deep-seated domestic ills and a dismal human rights record, Washington, though, has long posed as a self-appointed "world's policeman," but its actions only serve to expose its deep hypocrisy.    Mahoney warned that, faced with election-driven pressures, continued festering of domestic governance problems in the U.S. could push Washington toward increasingly radical foreign policy stances. This sanction move, which represents a betrayal of previous consensus, has further eroded the already fragile China-U.S. mutual trust and introduced considerable uncertainties for subsequent high-level consultations.      Truth long obscured: Heavy barriers hide the reality     Western public discourse has long been awash with various false narratives targeting China, Xinjiang in particular.    "One of the interesting things we know about the cotton industry in Xinjiang is that there's no 'forced labor,' period. One of the things that is sort of interesting is that anyone can go to Xinjiang. It welcomes all visitors." Mahoney iterated in the interview.    During his recent visit to Xinjiang, Mahoney not only witnessed firsthand the highly-mechanized cotton-harvesting operations, but also toured local factories that produce harvesting equipment.    Inside the production workshops, he saw working teams led by female engineers, and members included Uyghurs who were there as professionals. Everyone performed their respective duties, actively contributing ideas and energy to production with great enthusiasm. Nowhere did he see "forced labor" or "slave labor" decried in Western media narratives.     Only by experiencing it firsthand and verifying through on-the-ground investigation can one get a glimpse of the truth. Mahoney noted that foreign visitors traveling to Urumqi, Karamay, and Kashgar are consistently struck by the region's stability, public order, and the well-being of its people.    Not everyone can afford, unfortunately, to travel to China, as Mahoney introduced, especially many Americans who find their position eroding economically because of the very policies that the current administration is putting into place. "They're kind of trapped in economic decline."    Some anti-China forces have long engaged in blame-shifting, seeking to externalize domestic governance conflicts and divert public discontent through media narratives. Trapped within pre-set information echo chambers, ordinary citizens lack the means to verify the truth by traveling to China. Exposed over time to one-sided, misleading and even false reports, they readily develop deep-seated negative stereotypes about China.    Encouragingly, the current media landscape is quietly shifting.    Mahoney noticed that a level of criticality has sort of entered the discussion now, which is creating an opening for people to take a more balanced look at China.    In recent years, China has rolled out multiple visa-exemption policies, and the popularity of travelling to China continues to surge. In his view, this offers an excellent opportunity for people overseas to break free from false narratives and see a multifaceted, authentic China. At the end of the interview, Mahoney shared his observations on the future development of China-U.S. relations.     In his view, how relations unfold between these two major powers has implications well beyond the two nations but also the global order.     Mahoney explained how Europe, faced with persistently high risks of deindustrialization, is further impacted by the energy crisis amid regional conflicts stoked by the United States, such as the Russia-Ukraine conflict and the Iran-Israel conflict. A large volume of opportunities and investment therefore has flowed outward, forcing Europe to adopt trade-protectionist stances toward China, which brings complications to China's relationship with the EU. Mahoney said that a growing number of countries are seeing these developments. And they realize that if they want to avoid the boot heel of American hegemony, they have to find more constructive alternatives and the ability to advance according to their own agendas. "And these, in fact, are the alternatives that China is offering them."    He held that some significant headwinds would be raised for the short-term development of China-U.S. relations and they would become more complicated.     His position is that the United States is facing a relative decline and is being hollowed out from within by itself while still being engaged in imperial overreach globally. Increasingly, the world is building alternatives to that type of U.S. dominated model.     On the contrary, China is probably the country best-positioned in the world to weather those types of risks and to even moderate them to some extent. He believes the country will work through this.    "China has been a responsible major power that has committed itself to stability over conflict," said Mahoney.    "If the U.S. can wake up to that realization, while at the same time figure out a way to change its behavior and commitment to structural inequalities, then I think we might find the two countries being able to move together in a way that would better result in a shared future for humanity," he concluded.                    。    　　8月25日早盘，数字货币概念逆势活跃，楚天龙强势封板，艾融软件、科蓝软件涨逾10%，海联金汇、数字认证、飞天诚信、拉卡拉、信雅达等多股跟涨。
　　消息面上，数字人民币运营机构近日扩容至30家，全国性银行悉数入局，与此同时，特朗普近日亲自下场，敦促美国国会通过数字资产监管草案《清晰法案》，数字货币概念由此获得资金关注。　　央行年内二度扩容数字人民币运营机构　　中国人民银行近日公告，新增平安银行、恒丰银行、渤海银行、上海银行、杭州银行等8家机构为银行类数字人民币业务运营机构，并接入央行端数字人民币系统。至此，数字人民币业务运营机构总数扩容至30家，12家股份制银行已全部在列，中西部城商行首次纳入。央行表示，此举旨在贯彻落实“十五五”规划纲要关于“稳步发展数字人民币”的决策部署。

二 | 　　值得注意的是，这是运营机构年内第二次扩容。2026年4月，数字人民币运营机构曾一次性新增12家至22家。今年数字人民币已由现金型1.0版进阶至存款货币型2.0版，银行可为实名数字人民币钱包余额计付利息，并由存款保险依法提供保障，标志着我国成为全球首个为央行数字货币计息的经济体。　　跨境应用方面，8月15日，建设银行依托“数币达”(CBETS)平台，为中化国际办结全国首笔货物贸易数字人民币跨境支付，金额2亿元，定向用于东盟地区大宗原料采购；建设银行厦门市分行联动马来西亚纳闽分行，落地全国首笔中马双边数字人民币跨境汇出结算。　　数字货币赛道在海外也迎来共振。美国总统特朗普日前在白宫举行的一场科技企业首席执行官会议上，敦促国会尽快通过《数字资产市场清晰法案》，以期为加密货币行业提供明确的法律框架。与会者包括来自Coinbase、Gemini、Ripple及Chainlink Labs等多家加密货币领域头部企业的高管。　　机构看好数字货币重塑跨境支付格局　　数字货币概念，是以数字人民币、稳定币等数字形式货币的研发、运营、技术应用及场景落地为核心的A股上市公司集合，涵盖银行IT、安全芯片、支付终端、智能合约、区块链技术等产业链环节。

三 | 　　广发证券引用JPMorgan与花旗预测指出，“稳定币市值2030年或达1.6万亿美元”，零售支付、B2B支付、RWA等场景的技术服务商将持续受益。

四 | 　　中信证券认为，稳定币的长期机遇在于连接法币体系与虚拟世界，为实物资产和虚拟资产提供价值锚定。建议关注区块链技术领先企业及RWA资产确权、智能合约领域的金融科技公司。　　东吴证券从人民币国际化角度分析称，香港《稳定币条例》通过有望助力人民币国际化，削弱美元在加密经济中的主导地位，建议重点布局合规发行企业、跨境支付服务商、区块链技术服务商三类标的。　　融资客逆势押注多只概念股　　东方财富概念板块显示，目前A股市场有82股涉及数字货币概念，合计总市值约9000亿元。　　中油资本体量超960.8亿元居首，芯原股份以861亿元位居次席，紫光国微、恒生电子、广电运通、星网锐捷、银之杰市值均超200亿元。　　年初至今，数字货币概念板块整体走势疲弱，仅5股录得股价上涨。ST信源、科蓝软件、ST信安、中科金财等16股均跌逾40%。近一周，板块走势依旧偏弱，17股上涨、65股下跌。楚天龙涨约两成居首，雄帝科技、东信和平、恒宝股份、翠微股份涨幅均超10%。下跌方面，芯原股份、任子行、信息发展等11股跌超10%。　　从资金角度看，东方财富Choice数据显示，近一周，共有16只数字货币概念股获得融资客逆势押注。　　其中，芯原股份获杠杆资金加仓0.98亿元，楚天龙、中油资本分别获抢筹0.44亿、0.38亿元，广电运通、四方精创、拉卡拉、京北方、翠微股份等7股融资净买额均超千万元。　　楚天龙是数字人民币生态建设先行者，为近300家银行提供借记卡、贷记卡及相关产品服务，已打通8家二层运营机构及多家2.5层银行的数币支付渠道，落地高速ETC通行、轨道交通等场景。　　四方精创已协助多间银行完成数码港元（e-HKD）先导计划第二阶段的验证项目，深入测试可编程预付等创新场景。

五 | 同时持续参与mBridge生态，协助关键金融基建运营机构打通与央行数字货币跨境基础设施的连接。（文章来源：东方财富研究中心）。

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