稳定币概念隐形冠军，京东+腾讯+华为三重认证，香港金管局技术背书，A股唯一！

Group 1 - The U.S. Senate has passed the procedural bill for the "2025 Stablecoin Act," marking the entry of digital dollars into a regulatory framework, while Hong Kong has also passed the "Stablecoin Regulation Draft," establishing the world's first stablecoin licensing system [1] - The Hong Kong government will implement a stablecoin issuer regulatory system starting August 1, 2025, requiring licensed institutions to meet six compliance requirements, including reserve asset management and redemption guarantees [2] - Major companies like JD.com and Ant Group are applying for stablecoin licenses, with JD's subsidiaries included in the Hong Kong Monetary Authority's "sandbox program" to test cross-border payment scenarios [2][4] Group 2 - Stablecoins are expected to be used in cross-border trade settlements and supply chain finance, aiming to reduce cross-border payment costs by 90% and improve efficiency to within 10 seconds [2] - The global stablecoin market is currently valued at approximately $250 billion [4] - The People's Bank of China Governor has highlighted the rapid development of stablecoins driven by emerging technologies like blockchain and distributed ledgers [4] Group 3 - Three core stablecoin concept companies have been identified as having significant growth potential, particularly in the second half of 2025 [5] - The first company, Lakala, has smart POS terminals covering 80% of cross-border e-commerce parks, supporting 36 currencies and participating in the digital yuan pilot [5] - The second company, Hailian Jinhui, is involved in the central bank's digital currency bridge project and holds licenses for cross-border foreign currency/RMB payments, supporting multi-currency settlements [6] - The third company, GCL-Poly Energy, has partnered with Ant Group to issue real-world assets (RWA) based on photovoltaic assets, marking a significant achievement in integrating digital technology with the real economy [7]