Core Viewpoint - Recent interest in digital asset-related concept stocks has led to significant price increases in companies involved in this sector in the Hong Kong stock market [1] Group 1: Company Developments - On July 10, a company saw its stock price double after subscribing to Series A preferred shares issued by a digital asset financial company [2] - Puxing Energy's stock surged over 280% at one point, reaching a peak price of 2.24 HKD per share, and closed with a 141.38% increase [3] - Puxing Energy announced that it had subscribed to Series A preferred shares of HashKey Holdings Limited, becoming a shareholder with up to 5% equity [4][6] Group 2: Market Trends - Several Hong Kong-listed companies have experienced stock price surges after signing agreements or planning to apply for stablecoin licenses, such as Jinyong Investment, which saw its stock rise over 650% after announcing a strategic cooperation framework with AnchorX [7][9] - AnchorX is a digital currency solution provider that has obtained a license for digital asset-related currency services in Kazakhstan, allowing it to issue a stablecoin pegged to offshore RMB [8] Group 3: Regulatory Environment - The Hong Kong Stablecoin Regulation will take effect on August 1, establishing a comprehensive regulatory framework for fiat-backed stablecoins [11] - This regulatory framework marks a transition for the global digital asset market from experimental phases to implementation [12] Group 4: Cautionary Notes - There are concerns about companies "hitching a ride" on the stablecoin trend, with some firms using announcements and information to attract market attention and inflate stock prices [10][12] - Analysts warn that involvement in the stablecoin sector may have limited impact on companies' profitability, urging investors to be cautious of companies engaging in speculative behaviors [13]
涉稳定币?这只港股一度飙涨超280%
证券时报·2025-07-10 11:47