香港稳定币发行“倒计时” 相关概念股大放异彩

Core Viewpoint - The implementation of Hong Kong's "Stablecoin Regulation" on August 1 marks a significant milestone, leading to increased market interest and notable performance in related stocks, including several "10x bull stocks" [1][2]. Group 1: Market Performance - Since June, stablecoin-related stocks have surged, with companies like China San San Media and Jiaming Technology achieving remarkable gains, including a 72.73% increase in China San San Media's stock on July 16, and a cumulative increase of 17.70 times this year [2]. - Jiaming Technology has also seen its stock price double since June, with a cumulative increase of 16.12 times this year [2]. - Other stocks such as Yao Cai Securities, OK Blockchain, Yunfeng Financial, and others have reported cumulative increases exceeding 100% this year [3]. Group 2: Strategic Moves and Financing - Companies are actively preparing for stablecoin issuance, with China San San Media announcing plans to apply for a stablecoin license and utilizing funds from new share placements [2]. - Fourth Paradigm announced a placement of 25.9 million shares to raise approximately HKD 1.308 billion, aiming to develop a "stablecoin intelligent risk control & compliance solution" [5]. - ZHONGAN Online completed a share placement to raise HKD 3.92 billion, with 30% allocated for fintech innovation, and is involved in providing banking services for stablecoin issuers [6]. Group 3: Regulatory Environment - The Hong Kong Monetary Authority (HKMA) is set to release a summary of the "stablecoin issuer licensing system," which will detail the application process for licenses [7]. - The regulatory framework is expected to clarify compliance requirements, which will be crucial for the stablecoin industry's development and may enhance the internationalization of the Renminbi [1][7].