稳定币新概念RDA彻底爆发！概念股名单已出炉！多只牛股获主力资金蜂拥流入！

Core Viewpoint - RDA (Real Data Asset) is a new concept proposed by the Shanghai Data Exchange in 2025, representing an upgraded version of stablecoins that combines data with physical assets, enabling the creation of tradable and financeable digital assets through blockchain technology [1][3]. Group 1: RDA Concept - RDA integrates real-world data (e.g., steel trading records, photovoltaic generation data) with corresponding physical assets, enhancing asset verification through data [1][3]. - RDA differs from RWA (Real World Asset) by emphasizing data validation of asset value, such as using generation data to prove the profitability of photovoltaic plants [1][3]. - The application of RDA can be illustrated through examples like the steel trade data RDA, where Shanghai Steel Union can package trading data to issue a stablecoin for cross-border trade settlements [1][2]. Group 2: A-Share Market Response - The RDA concept has sparked significant interest in the A-share market, with many stocks related to RDA experiencing substantial price increases, some over 30% in the past month [4][6]. - Notable RDA concept stocks include Information Development, which saw a 61.76% increase, and Shanghai Steel Union, which rose by 44.70% [4][5]. - The trading activity of these stocks is characterized by varying turnover rates, with some stocks like Annie Co. and Desheng Technology showing high turnover, indicating active trading [4][5]. Group 3: Fund Flow Analysis - A significant inflow of funds has been observed in RDA concept stocks, with companies like Torus, COSCO Shipping Technology, and Guodian Yuntong receiving over 200 million yuan in net inflows [6][8]. - Conversely, some stocks, such as GCL-Poly Energy and Annie Co., faced substantial net outflows, indicating mixed market sentiment [7][8]. Group 4: Financial Performance - Several RDA concept stocks reported impressive financial growth, with Information Development's revenue increasing by 142.34% year-on-year and net profit rising by 16.24% [9][10]. - Wanda Information also demonstrated strong performance with a 32.61% increase in revenue and a 10.52% rise in net profit [9][10].