4天狂涨60%！政策红利引爆众安在线股价？

Group 1 - ZHONGAN Online (06060.HK) stock price surged by 25% on May 29, with a cumulative increase of over 60% in the past four trading days, becoming a market focus [2] - The surge in ZHONGAN Online's stock is attributed to the recent passage of the "Stablecoin Regulation Draft" by the Hong Kong Legislative Council on May 21 [2] - The regulation allows for the issuance of compliant stablecoins in Hong Kong by licensed institutions, which must apply for a license to issue fiat-backed stablecoins [2] Group 2 - The Hong Kong Monetary Authority has released the first batch of stablecoin issuers, including JD Group's JD Coin Chain Technology (Hong Kong) and other companies [3] - ZHONGAN Online's major shareholders include Ant Group, China Ping An, Shenzhen Gadesin Investment, and Tencent, with the company primarily engaged in insurance business [3] - ZHONGAN Bank, in which ZHONGAN Online holds a 43.43% stake, is the first digital bank in Hong Kong to provide reserve banking services for stablecoin issuers, indicating potential for future collaborations [3] Group 3 - In 2023, ZHONGAN Online reported total premiums of RMB 33.417 billion, a year-on-year increase of 13.37%, maintaining underwriting profitability for four consecutive years [3] - The company's net profit reached RMB 603 million, reflecting a 105.4% increase compared to the adjusted net profit in 2023 [3] - DBS Bank's report indicates that ZHONGAN Online's valuation is at a historical low, with potential for performance and valuation increases as the insurance technology ecosystem matures [3]