Eastcompeace(SZ:002017) Xin Lang Ji Jin·2025-07-21 03:05Group 1 - The core viewpoint indicates that the stablecoin market is expected to continue its upward trend, with financial technology companies poised to benefit from new development opportunities as they provide infrastructure and services for the related industry chain [3]. - The financial technology sector is experiencing a mixed performance, with the China Securities Financial Technology Index down by 0.71%, while certain stocks like Dongxin Peace and Tax Friend Co. saw gains of over 1% [1]. - The financial technology ETF (159851) has shown significant liquidity and scale, with a trading volume exceeding 2.5 billion yuan and a net subscription of over 100 million units during the trading session [1][4]. Group 2 - Institutional perspectives suggest that the stablecoin market is accelerating due to policy resonance, with multiple application scenarios emerging, indicating a shift from policy-driven growth to industry implementation [3]. - The focus on financial technology remains strong, with stablecoins and Real World Assets (RWA) identified as key growth areas, particularly as the market approaches Q2 earnings reports [3]. - The financial technology ETF (159851) has a notable scale of over 8 billion yuan and an average daily trading volume of over 550 million yuan in the past six months, highlighting its liquidity advantages [4].