Group 1 - The recent surge in the fintech sector is closely linked to the introduction of stablecoin regulatory frameworks in regions like Hong Kong, the US, and the UK, with companies associated with stablecoins experiencing significant stock price increases [1][2] - The global stablecoin market reached a size of $238 billion as of May this year, with projections suggesting it could grow to $2 trillion by 2028 and potentially $3.7 trillion by 2030 under optimistic scenarios [2] - The introduction of regulations is expected to create a more favorable environment for compliant companies while squeezing out non-compliant ones, thus opening up a trillion-dollar market for those adhering to the new rules [4] Group 2 - Lianyi Technology is positioned as a forward-looking and compliant enterprise, having obtained a digital banking license in Singapore in 2019, which enhances its prospects for applying for a stablecoin issuance license in Hong Kong [5] - The company has established a blockchain trade finance platform in collaboration with Standard Chartered Bank, which covers cross-border financing and settlement scenarios, and is involved in innovative projects that tokenize international trade receivables [5][6] - Lianyi Technology's extensive supply chain finance network, processing over 400 billion yuan annually, is becoming a critical entry point for stablecoin applications, aiming to build a global trade finance system centered around stablecoins [7] Group 3 - The recent regulatory developments in Hong Kong and the US are not merely policy benefits but are setting clear boundaries for the industry, emphasizing compliance as a prerequisite for participation and asset integration as a key competitive advantage [8]
稳定币开启合规新纪元，联易融科技(09959.HK)如何抢占万亿赛道制高点？