Group 1: Market Overview - The stablecoin market has surpassed a trading space of 100 trillion yuan, indicating its potential as a focal point for global financial power [1] - The global stablecoin market capitalization has exceeded 250 billion dollars, with a significant increase of 40 billion dollars since the end of 2024 [1] Group 2: Regulatory Developments - Hong Kong is set to implement the "Stablecoin Regulation" on August 1, marking the first comprehensive regulatory framework for fiat stablecoins in the Asia-Pacific region [1] Group 3: Company Opportunities - Hopu Co., as a pioneer in blockchain technology, has collaborated with Ant Group on significant projects, including a 200 million yuan tokenized financing for solar power plants [3] - GCL-Poly Energy has partnered with Ant Group to issue the first domestic solar RWA, showcasing the integration of blockchain technology in the energy sector [3] - A potential giant in the blockchain smart device field holds the only international certification in China, creating a high technical barrier and facilitating energy transactions through innovative stablecoin settlement methods [3][4] Group 4: Valuation Insights - The company's on-chain photovoltaic assets are nine times that of GCL-Poly Energy, yet its stock price is only 6 yuan, indicating a significant undervaluation of its market value [4]