香港《稳定币条例》本周正式生效，相关概念股受追捧

Core Viewpoint - The article highlights the increasing interest and investment in stablecoin-related stocks in Hong Kong, particularly with the upcoming implementation of the "Stablecoin Regulation" [1][2]. Group 1: Market Activity - Stablecoin concept stocks have seen significant activity, with notable increases in share prices for companies like Huaxing Capital Holdings (up over 16%), Guotai Junan International (up over 9%), and OSL Group (up nearly 5%) [1]. - Huaxing Capital Holdings reported a peak increase of 18.62% during trading, closing at 6.74 HKD per share [3]. Group 2: Investment Trends - The stablecoin market is projected to grow rapidly, with over 250 types of stablecoins expected to be in circulation by June 2025, reflecting a trend that has been gaining traction since the launch of Tether (USDT) in 2014 [1]. - A primary market investment institution is closely monitoring stablecoin developments, indicating a belief in its potential as a significant future trend [1]. Group 3: Company Strategies - Huaxing Capital has committed a budget of 100 million USD over the next two years to develop its Web 3.0 business and invest in cryptocurrency assets, aligning with Hong Kong's supportive policies for the sector [3]. - OSL Group successfully completed a 300 million USD equity financing, the largest public equity financing in Asia's digital asset sector, aimed at strategic acquisitions, new business planning, and strengthening operational capital [4]. Group 4: Market Size and Growth - As of mid-June, the total market capitalization of stablecoins surpassed 250 billion USD, accounting for approximately 8% of the total cryptocurrency market, indicating their growing importance in the global financial system [5]. - The trading volume of stablecoins for the entire year of 2024 is expected to reach around 37 trillion USD, significantly higher than Bitcoin's projected 19 trillion USD trading volume, showcasing stablecoins' evolution into a crucial global payment infrastructure [6]. Group 5: Industry Outlook - Investment professionals view stablecoins as a solution to the volatility of traditional cryptocurrencies, with Circle's IPO enhancing interest and returns for early investors [8]. - The stablecoin industry encompasses four key segments: issuance, custody, payment, and trading, with a focus on the high-value segments of issuance, payment, and trading as core investment areas [9]. - Major companies like Ant Group and JD.com are expected to be among the first to obtain stablecoin licenses in Hong Kong, leveraging their blockchain technology and application scenarios [11].