Group 1 - The core viewpoint emphasizes that the market for digital currencies is far from reaching its peak, with the next leading companies being those that hold MSO licenses [1] - Companies that successfully obtain virtual asset trading qualifications can provide services for trading Bitcoin, stablecoins, etc., fundamentally altering industry valuation logic and unlocking growth potential [9][6] - The global market capitalization of Bitcoin has reached $2.1 trillion, ranking it as the sixth-largest asset globally, while the trading volume of stablecoins surged to $27.6 trillion last year [9][10] Group 2 - Two leading companies in the MSO sector have been identified for potential investment opportunities, particularly as their stock prices have not yet significantly increased [2] - Tianfeng Securities saw a stock price increase of 32% within five days, while Guotai Junan International experienced a remarkable 200% rise in a single day [2][4] - The scarcity of MSO licenses is highlighted as a symbol of wealth, similar to the historical performance of companies holding rare licenses [11][12] Group 3 - A specific company reported a 169% increase in performance, with its subsidiary holding an MSO license and providing comprehensive services including stablecoin issuance and cross-border payments [14] - Another company, the only one in the domestic market with a full license for cross-border RMB payments, also holds an MSO license and has attracted significant foreign investment interest [14]

全网都在关注稳定币！ 当加密金融圈还在热议稳定币合规化趋势时， 蚂蚁集团已悄然落子关键一步！ 最新消息显示，蚂蚁数科区块链业务总裁边卓群日前透露，公司正正式启动香港稳定币牌照申请，且与监管层的多轮沟通已进入实质阶段。 这一动作背后，是蚂蚁数科将香港升级为全球总部的战略布局，更是其在监管沙箱完成先行试点后的关键突破 —— 要知道，能在合规框架下切入稳定币赛 道的机构，全球范围内仍属稀缺。 值得关注的是，蚂蚁数科并非单打独斗：与协鑫能科联手成立的 "蚂蚁鑫能"，正将区块链技术深度植入实体产业场景，这种 "技术 + 产业" 的双轮驱动模 式，让市场嗅到了不同于传统稳定币的破局思路。 但最最具潜力的，必然是蚂蚁稳定币！ 为此，我们团队深入研究，精选出三家蚂蚁稳定币核心概念公司，尤其是最后一家，兼具全国第一+低市值+控股股东等特性，更具爆发潜力！ 毕竟，稳定币作为链接传统金融与加密生态的 "桥梁货币"，其 2500 亿美元的全球市值规模（截至 2025 年 5 月）背后，是万亿级的生态联动想象空间。 第三家：协鑫能科 业内人士指出，蚂蚁此次入局堪称 "降维打击"：依托支付宝超 10 亿用户的生态底盘，一旦稳定币实现场景 ...

Core Viewpoint - The Ant Group's stablecoin initiative is expected to be a significant investment opportunity, with potential for substantial growth in the coming years, particularly for five key companies involved in this sector [1]. Group 1: Ant Group's Stablecoin Plans - Ant International plans to apply for stablecoin licenses in Hong Kong and Singapore, aiming to leverage new regulations to enhance its global financial management capabilities [3]. - The company is focusing on integrating AI, blockchain, and stablecoin technologies into scalable applications, with a strong user base of 650 million active users through Alipay [3]. - Ant International is also pursuing compliance licensing in Luxembourg, which would allow it to issue electronic money and provide cross-border payment services across the EU [5]. Group 2: Key Companies to Watch - The first company to monitor is Longxin Group, which collaborates with Ant Group on the RWA project and has a significant stake in the company [6]. - The second company is Xiexin Energy Technology, which is developing a photovoltaic power station RWA project in partnership with Ant Group, utilizing blockchain and IoT for data verification [7]. - The third company is Hefei Urban Construction, which has indirect ties to Ant Group through its stake in a trust company [8]. - The fourth company is Junzheng Group, a significant shareholder in Tianhong Fund Management, which is also partly owned by Ant Group [9]. - The final company is Taobao Cloud Coin, which has signed a cooperation agreement with Ant Group to expand the blockchain market [10].