香港《稳定币条例》本周正式生效 相关概念股受追捧

Core Insights - The upcoming implementation of the "Stablecoin Regulation" in Hong Kong has led to increased activity in stablecoin-related stocks, with notable gains in companies like Huaxing Capital and OSL Group [1][2] Company Summaries - Huaxing Capital Holdings saw a significant stock increase of over 16%, with a peak rise of 18.62%, closing at 6.74 HKD per share. The company has invested in Circle and is focusing on Web3.0 and cryptocurrency assets, allocating a budget of 100 million USD for development in these areas [2] - OSL Group, the first licensed digital asset trading platform listed in Hong Kong, closed with a 4.67% increase at 17.94 HKD per share. The company recently completed a 300 million USD equity financing, aimed at strategic acquisitions, new business planning including stablecoin services, and strengthening operational capital [3] Industry Trends - The global stablecoin market is projected to grow rapidly, with a total market cap exceeding 250 billion USD, accounting for approximately 8% of the entire crypto asset market. The trading volume for stablecoins in 2024 is expected to reach around 37 trillion USD, surpassing Bitcoin's trading volume [4][5] - The stablecoin ecosystem includes four key segments: issuance, custody, payment, and trading, with a focus on the high-value segments of issuance, payment, and trading. Companies with strong industry scenarios are expected to benefit significantly from the growing demand for cross-border payments [5][6] Future Outlook - By 2030, the market size for Real World Assets (RWA) is anticipated to reach 16 trillion USD, with stablecoins expected to penetrate 30%-50% of this market. This indicates the potential of stablecoins in bridging virtual and real economies [6] - Major companies like Ant Group and JD.com are expected to be among the first to obtain stablecoin licenses from the Hong Kong Monetary Authority, leveraging their blockchain technology and application scenarios [5][6]