智通财经6月16日电，港股众安在线拉升走高，一度涨逾14%。 ...

港股稳定币概念股冲高， 联易融科技涨近6%， 连连数字涨超3%， 众安在线涨超2%。 ...

智通财经6月2日电，众安在线 (06060.HK)午后转涨，现涨超9%，报21港元，成交额近11亿港元。近七 个交易日累涨超70%。 ...

Group 1 - The core viewpoint of the article highlights the active performance of digital currency stocks in the Hong Kong market, particularly after the implementation of the Stablecoin Regulation by the Hong Kong government [1] - Notable stock performances include Lianlian Digital rising by 59%, Okex Cloud Chain increasing by 39%, Yika gaining 35%, and ZhongAn Online up by 11% [1] - The Stablecoin Regulation, published in the Hong Kong government gazette on May 30, signifies a step towards enhancing the regulatory framework for digital assets in Hong Kong [1]

Core Viewpoint - The stock of ZhongAn Online surged over 11% during intraday trading on June 2nd [1] Company Summary - ZhongAn Online experienced a significant increase in its stock price, indicating positive market sentiment or potential investor interest [1]

Core Viewpoint - The Hong Kong government has officially enacted the Stablecoin Regulation, enhancing the regulatory framework for digital assets in the region, which is expected to facilitate the launch of compliant stablecoins by the end of this year [1] Group 1: Regulatory Developments - The Stablecoin Regulation was published in the Hong Kong government gazette on May 30, marking its official effectiveness [1] - The Hong Kong Legislative Council passed the Stablecoin Regulation draft on May 21, indicating strong legislative support for digital asset regulation [1] Group 2: Company Developments - ZhongAn Bank, the first virtual bank in Hong Kong, has made significant business advancements by providing reserve custody services for stablecoin issuers [1] - The bank has established strategic cooperation intentions with several licensed virtual asset exchanges, aiming to collaborate in areas such as cross-border payments and digital asset custody [1]

Group 1 - The stock of ZhongAn Online (06060.HK) has dropped over 10% [1] - The trading volume exceeded 1.6 billion HKD [1]

Core Insights - On May 29, ZhongAn Online made its first appearance on the Hong Kong Stock Connect active trading list in nearly a month, with a trading volume of 3.398 billion HKD and a net buy of 756 million HKD, resulting in a price increase of 31.56% [2]. Trading Activity Summary - The total trading volume of active stocks on the Hong Kong Stock Connect on May 29 was 33.241 billion HKD, accounting for 33.58% of the day's total trading amount, with a net buy of 295 million HKD [2]. - The top traded stock was Meituan-W, with a trading volume of 7.122 billion HKD, followed by Xiaomi Group-W at 4.697 billion HKD and Alibaba-W at 3.574 billion HKD [2]. - The most frequently listed stocks in the past month were Alibaba-W and Meituan-W, each appearing 19 times, indicating strong interest from Hong Kong Stock Connect investors [2]. Individual Stock Performance - ZhongAn Online's trading volume on the day was 3.398 billion HKD, with a net buy of 756 million HKD, marking its first appearance on the active list in a month [2]. - Other notable stocks included: - Xiaomi Group-W: Trading volume of 4.697 billion HKD, net sell of 530 million HKD, and a closing price of 51.700 HKD with a slight decrease of 0.10% [2]. - Meituan-W: Trading volume of 7.122 billion HKD, net buy of 1.044 billion HKD, closing at 140.100 HKD with an increase of 6.62% [2]. - Alibaba-W: Trading volume of 3.574 billion HKD, net sell of 337 million HKD, closing at 118.100 HKD with an increase of 2.07% [2].

Group 1: Southbound Capital Flow - On May 29, southbound funds net bought Hong Kong stocks worth 4.382 billion HKD [1] - Notable net purchases included Meituan at 1.044 billion HKD, ZhongAn Online at 756 million HKD, and CSPC Pharmaceutical at 365 million HKD [1] - Continuous selling pressure was observed on Alibaba, with net sales totaling 5.021 billion HKD over 8 consecutive days [1] Group 2: Meituan Performance - Meituan's flash sale for liquor on May 29 reported over 18 times year-on-year growth in overall sales within the first 24 hours [3] - The first 12 hours of white liquor sales exceeded 300 million HKD, marking a year-on-year increase of over 70 times [3] - Sales of beer reached nearly 10 million bottles on the first day, with trendy alcoholic beverages seeing over triple-digit year-on-year growth [3] Group 3: ZhongAn Online Developments - Hong Kong's Legislative Council passed the Stablecoin Bill, allowing institutions to apply for compliance as stablecoin issuers by the end of the year [3] - ZhongAn Online holds a 43.43% stake in ZhongAn Bank, which is positioned to benefit from the stablecoin issuance services [3] - Guotai Junan Securities maintains a "Buy" rating for ZhongAn Online due to its deep involvement in virtual asset business [3] Group 4: Pop Mart Outlook - Jianyin International initiated coverage on Pop Mart with an "Outperform" rating and a target price of 256 HKD, implying a future P/E ratio of about 50 times [4] - The company is expected to achieve a compound annual growth rate of 38% in revenue and 44% in profit from 2025 to 2027 [4][5] - Pop Mart has opened over 35 stores and 20 unmanned stores this year, aiming to reach 100 overseas stores by year-end [5]

从消息面来看，稳定币概念板块近日的暴涨和香港特区通过了一项草案有关。 具体而言，5月21日，香港特区立法会通过《稳定币条例草案》（《草案》），标志着将稳定币这一虚 拟资产正式纳入法治监管体系，预计今年底前机构可向金管局申请成为合规稳定币发行商。 《草案》以在香港设立法币稳定币发行人的发牌制度，完善对虚拟资产活动在香港的监管框架，以保持 金融稳定，同时推动金融创新。 具体而言，《草案》实施后，任何人如在业务过程中在香港发行法币稳定币，或在香港或以外发行宣称 锚定港元价值的法币稳定币，必须向金融管理专员申领牌照。相关人士须符合储备资产管理及赎回等方 面的规定，包括妥善分隔客户资产、维持健全的稳定机制，以及须在合理条件下按面额处理稳定币持有 人的赎回要求。相关人士还须符合一系列打击洗钱及恐怖分子资金筹集、风险管理、披露规定及审计和 适当人选等要求。金融管理专员会适时就制度的详细监管要求作进一步咨询。 5月29日，港股市场的稳定币概念板块延续了5月23日以来的升势，再度跳空上涨。板块内，连连数字 （02598.HK）一度放量飙升近51%；众安在线（06060.HK）也一度暴涨近37%，近期表现极其强势， 已连涨5天； ...