今年以来，港股市场的加密货币概念股普遍实现大涨，云锋金融（00376.HK）、国泰君安国际（01788.HK）、国富量子（00290.HK）等多股录得翻倍飙 升。 不过，板块内涨势最好的其实是跨界而来的华检医疗（01931.HK）。 数据显示，自今年7月中旬以来，此前"平平无奇"的华检医疗就像"打了鸡血"一样，迎来持续疯涨，其股价在年内已累涨近490%。 股价飙升背后，离不开华检医疗在Web3赛道频频碰撞出利好的消息面。 从卖诊断试剂到建 Web3 交易所：3个月火力全开 华检医疗和其附属公司是国内IVD（体外诊断）产品的领先分销商，同时也参与其自有品牌IVD产品的研究、开发、生产及销售。 而在今年下半年，体外诊断企业开始跨界区块链领域。 7月17日，华检医疗发布公告称，公司正积极推进一项具有里程碑意义的战略举措，即构建以医疗创新药高科技资产为核心的"NewCo+RWA"Web3交易所生 态，该生态将命名为"IVDNewCo Exchange"（下称"交易所"），并配套发行专有稳定币（IVDDollar）（"IVDD"）。 为支撑该生态的全球运作，华检医疗已启动多项跨境合规化工作，包括香港稳定币牌照申请、美国 ...

Core Viewpoint - The Hong Kong Monetary Authority (HKMA) is adopting a cautious approach towards the issuance of stablecoin licenses, emphasizing strict regulatory requirements and limited initial licenses despite high market interest [1][3][4] Group 1: Regulatory Framework - The "Stablecoin Regulation" will officially take effect on August 1, with the HKMA planning to issue only a few licenses initially, despite interest from dozens of institutions [1][2] - The HKMA has set high entry barriers for stablecoin issuers, aligning anti-money laundering and counter-terrorism financing standards with those of banks and electronic wallets [1][3] Group 2: Market Interest and Applications - As of now, only five institutions are part of the HKMA's stablecoin sandbox, but interest has surged with dozens of applicants from diverse sectors, including fintech and healthcare [2][3] - Companies like Huajian Medical are attempting to enter the fintech space by proposing stablecoin projects, indicating a trend of cross-industry participation [2] Group 3: Risk of Over-speculation - The HKMA has noted excessive speculation around stablecoins, warning that some companies are experiencing inflated stock prices based on mere intentions to explore stablecoin business [4][5] - Investors are advised to remain cautious and not to equate stablecoin involvement with immediate financial success, as initial resource investments may not yield short-term profits [4][5] Group 4: Market Performance - Stablecoin-related stocks have seen significant price increases, with some companies experiencing over 30% stock price growth in the past month [5] - Several companies are leveraging the stablecoin trend to raise capital, with notable financing activities reported [5]