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股价暴涨超1700%!稳定币概念,牛股扎堆
证券时报·2025-07-26 03:57

Core Viewpoint - The article highlights the rising interest and investment opportunities in the stablecoin sector, particularly in the Hong Kong and A-share markets, as the regulatory framework becomes clearer and companies actively pursue stablecoin-related initiatives [2][4][11]. Group 1: Market Performance - Since June, stablecoin concept stocks have surged, with notable "tenfold bull stocks" emerging, such as China San San Media and Jiaming Technology, which have seen significant price increases [2][4]. - China San San Media announced its application for a stablecoin license, resulting in a 72.73% price increase on July 16, with a year-to-date increase of 1,770% [4]. - Jiaming Technology has also doubled in price since June, with a year-to-date increase of 1,612% [6]. - Other stocks like Jinyong Investment and Guotai Junan International have experienced massive gains, with Jinyong Investment surging 533.17% after announcing a strategic partnership related to stablecoins [8]. Group 2: Company Initiatives - Numerous companies are actively pursuing stablecoin business strategies, with frequent announcements regarding their plans and financing activities [11]. - Fourth Paradigm announced a share placement to raise approximately HKD 1.308 billion for stablecoin-related initiatives [11]. - Zhong An Online completed a share placement of HKD 3.92 billion, with a portion allocated for fintech innovations, including stablecoin services [11][12]. - Companies like Lianlian Digital and OSL Group are also engaging in share placements to fund their stablecoin ventures [12]. Group 3: Regulatory Environment - The upcoming implementation of the stablecoin regulations in Hong Kong is expected to provide a clearer framework for the industry, which could further stimulate market interest [2][14]. - The Hong Kong Monetary Authority is set to release details on the licensing system for stablecoin issuers, emphasizing the need to manage market speculation [14]. - The regulatory clarity is anticipated to enhance the legitimacy and growth potential of the stablecoin market, contributing to the internationalization of the Renminbi [14].