大家听好了！ 稳定币这一轮的上涨行情才刚刚拉开大幕，后续发展空间巨大！ 但能带领稳定币板块实现10倍涨幅的，不是恒宝股份，也不是四方精创。 而是这家在香港同时具备证券和虚拟币牌照的隐形黑马！ 近期，香港立法会通过了《稳定币条例》，成为全球首个针对法币稳定币建立完整监管框架的司法管辖 区。 另外，蚂蚁集团旗下的蚂蚁数科已经在香港、新加坡等地启动稳定币申请许可；蚂蚁集团还计划让蚂蚁 国际在中国香港上市。 截至今年5月31日，全球稳定币市值超过2500亿美元，相比2024年底增加了400多亿美元。 可以说，稳定币带来的炒作热度，肯定会比人形机器人、低空经济等板块更高！ 若想抓住这次机遇，下面这四家与稳定币高度关联的公司不容错过。 第四家：华峰超纤 该公司携手京东钱包，共同推进稳定币在零售场景下的应用测试，其技术方案成功实现了与港元稳定币 （JD-HKD）支付接口的适配。 第三家：高伟达 该公司的香港分支机构深度参与稳定币发行流程中的合规审查工作，并与蚂蚁金服旗下的支付宝平台达 成了长期合作协议，双方将在身份认证技术领域展开紧密协作。 最后一家：最具爆发潜力！ 它是A股中独树一帜的企业，不仅在香港持有证券业务牌照，还 ...

Core Viewpoint - The financial information technology industry in China is experiencing continuous growth, with a projected market size of 72.602 billion yuan in 2024, reflecting a year-on-year increase of 13.85% [1][10]. Industry Definition and Classification - Financial information technology refers to the extensive application of information technology in the financial sector, promoting the digital, networked, and intelligent transformation of financial services, management, and operations [2]. Industry Chain Analysis - The financial information technology industry chain is a technology-driven ecosystem, with upstream focusing on infrastructure and foundational technology, midstream on system development and solutions, and downstream covering financial institutions and regulatory bodies [4]. Development History - The industry has evolved over four decades, transitioning from initial automation to deep intelligence, with key phases including the establishment of electronic systems, the rise of online banking, the integration of technology, and the current focus on self-control and interconnectedness [6]. Current Market Analysis - The financial information technology market in China has been expanding at a double-digit annual growth rate, with significant investments from financial institutions driven by business expansion, innovation, and regulatory requirements [10]. Downstream Application Areas - The banking sector dominates the market with a 48% share, followed by securities and funds at 26%, and insurance at 16%, each focusing on specific technological needs and innovations [11]. Key Enterprises Analysis - The industry features a diverse landscape with leading companies like Hengsheng Electronics and Kingdee, which dominate their respective segments, while others like Softcom and Zhongke Soft focus on niche markets [14][16]. Future Development Trends - AI technology is increasingly empowering the financial sector, enhancing risk management and customer service, while data governance is becoming crucial for maximizing data value and ensuring compliance [20][21][23].