市场新主线？稳定币赛道火爆，A股新龙头15天暴涨逾110%

Core Viewpoint - The global trend of stablecoins is gaining momentum, with major players entering the market and significant activity in capital markets, particularly in Hong Kong and A-shares [1][5]. Group 1: Market Performance - Hong Kong stocks related to digital currencies and stablecoins have shown strong performance, with notable increases such as over 17% for digital stocks and over 14% for companies like Lianyi Technology and Yika [1]. - Sifang Jingchuang has emerged as a key player in the stablecoin sector, hitting a record high closing price of 36.68 yuan and a total market capitalization of 19.46 billion yuan [1]. - Since late May, Sifang Jingchuang's stock price has surged over 110% in the last 15 trading days [1]. Group 2: Company Developments - Sifang Jingchuang focuses on financial technology solutions and is involved in multiple digital currency projects, including mBridge and e-HKD [3]. - The company is testing the application of a Hong Kong dollar stablecoin in supply chain finance in collaboration with JD.com [4]. Group 3: Regulatory Environment - The global legislative landscape for stablecoins is accelerating, with the U.S. Senate passing the GENIUS Act to provide federal oversight for dollar-pegged stablecoins [6]. - Hong Kong has officially enacted the Stablecoin Ordinance, with plans to expedite the processing of stablecoin license applications [8]. - Major tech firms, including Ant Group, are entering the stablecoin space, with Ant Group planning to apply for a stablecoin license in Hong Kong and pursue compliance in Singapore and Luxembourg [8][9]. Group 4: Investment Opportunities - The ongoing legislative developments in the U.S. and China are expected to accelerate changes in global financial payments, shifting investment focus from profit-driven to path-driven strategies [11]. - Investment strategies are suggested to focus on three main lines: financial service infrastructure companies, opportunities in the pilot programs for RMB stablecoins, and the strategic reassessment of Hong Kong dollar assets [12][13][14]. - The global stablecoin market has surpassed $250 billion and is projected to reach a trillion-dollar level by 2030, enhancing market liquidity and benefiting financial IT companies with experience in digital currency and cross-border settlement [17].