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稳定币第一黑马,背靠蚂蚁+中央汇金增持2093万股,7月份有望大涨!
Sou Hu Cai Jing· 2025-06-30 06:12
Group 1 - The stablecoin market is gaining momentum, with traditional stocks like Lakala and Tianyuan Dike being overshadowed by low-position potential stocks closely linked to Ant Group [1] - Ant Group has taken a significant step by applying for a stablecoin license in Hong Kong, which has injected strong momentum into the application of stablecoins [1] - The central bank has expressed support for the development of financial technology, indicating a push towards digital and intelligent transformation represented by stablecoins [1] Group 2 - Notable investment institutions like Central Huijin are strategically positioning themselves to capture high-growth and high-return potential companies [3] - In the liquor sector, Wuliangye has achieved over 10 times growth due to its outstanding performance, while in the semiconductor industry, Northern Huachuang has also gained wide market recognition [3] Group 3 - Three low-position potential stocks linked to Ant Group and positioned in the core stablecoin sector have been identified: - GCL-Poly Energy has partnered with Ant Group to build the world's first photovoltaic carbon chain management platform, enhancing transparency and efficiency in the photovoltaic industry [4] - GCL-Technology has issued the first photovoltaic RWA asset in China using blockchain technology, providing efficient financing solutions for the real economy [4] - A company referred to as the "first妖股" holds a 40.66% market share in the stablecoin segment and has diversified into multiple trending areas, showcasing its strong market position [4] - This "first妖股" achieved a remarkable net profit margin increase of 8829% in Q1 2025, attracting significant institutional investment, including 20.93 million shares purchased by Central Huijin and 37.54 million shares by foreign investors [4]