The stablecoin sector ignites A-shares! Two main lines emerge, and these companies are reaping trillion-dollar dividends.
Recently, the A-share market has exploded! A batch of "stablecoin" concept stocks have collectively surged, with Huafeng Superfiber rising more than 11% in two days, and Lakala directly hitting the 20%涨停板.
Behind this is the recent regulatory action taken by Hong Kong and the United States. The Hong Kong "Stablecoin Regulation Draft" requires licensed institutions to have a minimum capital of 25 million HKD, while the U.S. "GENIUS Act" mandates that stablecoins be 100% backed by U.S. dollar assets.
Global funds are pouring in wildly, and the market size of stablecoins has surpassed 250 billion USD, with cross-border payment costs dropping by over 90%. Now, A-share funds are closely watching two main lines: one is the cross-border payment chain linked to JD.com, and the other is the Hong Kong compliant tech faction. Following the policy to reap profits, these companies are positioning themselves in the new battlefield of digital finance!
Main Line 1: JD Group's cross-border payment ecosystem, creating a B2B trade closed loop.
JD.com has just launched the HKD stablecoin JD-HKD, targeting cross-border trade. Huafeng Super Fiber's subsidiary Weifutong has become a core partner, exclusively handling JD's dual-channel payment through SWIFT and CIPS, resulting in a surge in stock prices.
Shenzhou Information has also been busy, helping JD build a comprehensive stablecoin service platform, which has been implemented in 23 city commercial banks, with the system supporting real-time settlement.
Qingdao Jinwang is even more powerful. After connecting to the CIPS system, trade settlement between China and South Korea has been reduced from 3 days to 90 seconds, with transaction fees cut by 70%. The offline payment giant Lakala is moving even faster, upgrading the stablecoin scan function on 5 million POS machines nationwide, covering scenarios such as JD convenience stores and warehousing, reducing the cost of cross-border remittances to 1/100 of traditional wire transfers. Newland and New Guodu provide acquiring equipment and settlement support, ensuring that the payment chain of the JD ecosystem is watertight.
Main Line 2: Hong Kong's tech faction is vying for licenses, with safety and systems becoming hot commodities.
The Hong Kong Monetary Authority will issue the first batch of stablecoin licenses by the end of June, and the technology partners will reap the benefits. Four Directions Technology has deeply participated in the central bank digital currency bridge project, and its FINNOSafe platform has obtained more than 20 blockchain patents, with its stock price soaring 20% in a single day.
Xiongdi Technology's subsidiary has entered the Hong Kong stablecoin pilot, and Changliang Technology is providing the underlying system for Zhong'an Bank, directly embedding stablecoin wallet functionality. Security certification is a necessity; Hengbao Co., Ltd. is mass-producing hardware security modules (HSM) for digital currency, akin to adding a "safe" for stablecoins; digital certification offers blockchain identity verification, and the Electric Science and Technology Network Security leads the formulation of financial distributed ledger standards to prevent hackers from draining assets.
In the payment landing phase, Yuyin Co., Ltd. has developed a dual exchange module for stablecoins and fiat currencies, and Feitian Chengxin's blockchain wallet ensures that transactions are not tampered with, improving cross-border payment efficiency by a hundred times.
The tokenization of RWA assets is booming, and physical enterprises are benefiting effortlessly.
Stablecoins are not just for speculation; the tokenization of real-world assets (RWA) has become a new gold mine. Longxin Group, in collaboration with Ant Chain, has launched the first RWA financing for charging pile revenue rights, using stablecoins to pay dividends, making new energy assets instantly transform into "on-chain stocks."
Xiexin Nengke is even more ruthless, moving photovoltaic power stations onto the blockchain, with the RWA project reducing financing costs by 15%, and investors can directly subscribe to shares using stablecoins.
This operation allows stablecoins to escape pure credit risks. For example, USDT was once questioned due to opaque reserves, but now it is pegged to real assets, such as photovoltaic power stations and charging piles, with value firmly anchored.
The entire industry chain positioning, who is making money from issuance to payment.
On the issuance side, Sifang Jingchuang and Jinzheng Co., Ltd. are taking a slice of the system development cake; on the payment side, Newland's Hongmeng POS terminal supports "dual offline payments," allowing transactions without a network; on the security side, Feitian Chengxin's hardware encryption and the State Cryptography Algorithm from the Ministry of Industry and Information Technology build a firewall; on the scenario side, the Small Commodity City uses Yiwu Pay to handle trade settlements, while Yuxin Technology's AI risk control monitors every transaction closely.
In the entire chain, the technical standard makers are the most sought after. For example, Hong Kong's policy requires that reserve assets be held 1:1 and independently audited, allowing service providers to easily profit from compliance dividends.
Risky undercurrents are surging, with regulation and technology laying hidden mines.
Behind the market frenzy, risks cannot be ignored. The regulatory game is intense, with the U.S. aggressively promoting dollar-pegged stablecoins, while Hong Kong allows for diversified anchors. The conflicting standards between China and the U.S. may lead to chaos in cross-border payments.
Technical vulnerabilities are more deadly, and algorithmic stablecoins have previously collapsed due to de-pegging, with a considerable probability of a repeat of events like the Terra/Luna incident. The secondary market speculation is fierce, yet there are very few brokerage research reports, with significant differentiation among concept stocks; some companies may be hit back to their original state by the "de-falsification" trend after the licenses are issued! #BTC#
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The stablecoin sector ignites A-shares! Two main lines emerge, and these companies are reaping trillion-dollar dividends.
Recently, the A-share market has exploded! A batch of "stablecoin" concept stocks have collectively surged, with Huafeng Superfiber rising more than 11% in two days, and Lakala directly hitting the 20%涨停板.
Behind this is the recent regulatory action taken by Hong Kong and the United States. The Hong Kong "Stablecoin Regulation Draft" requires licensed institutions to have a minimum capital of 25 million HKD, while the U.S. "GENIUS Act" mandates that stablecoins be 100% backed by U.S. dollar assets.
Global funds are pouring in wildly, and the market size of stablecoins has surpassed 250 billion USD, with cross-border payment costs dropping by over 90%. Now, A-share funds are closely watching two main lines: one is the cross-border payment chain linked to JD.com, and the other is the Hong Kong compliant tech faction. Following the policy to reap profits, these companies are positioning themselves in the new battlefield of digital finance!
Main Line 1: JD Group's cross-border payment ecosystem, creating a B2B trade closed loop.
JD.com has just launched the HKD stablecoin JD-HKD, targeting cross-border trade. Huafeng Super Fiber's subsidiary Weifutong has become a core partner, exclusively handling JD's dual-channel payment through SWIFT and CIPS, resulting in a surge in stock prices.
Shenzhou Information has also been busy, helping JD build a comprehensive stablecoin service platform, which has been implemented in 23 city commercial banks, with the system supporting real-time settlement.
Qingdao Jinwang is even more powerful. After connecting to the CIPS system, trade settlement between China and South Korea has been reduced from 3 days to 90 seconds, with transaction fees cut by 70%. The offline payment giant Lakala is moving even faster, upgrading the stablecoin scan function on 5 million POS machines nationwide, covering scenarios such as JD convenience stores and warehousing, reducing the cost of cross-border remittances to 1/100 of traditional wire transfers. Newland and New Guodu provide acquiring equipment and settlement support, ensuring that the payment chain of the JD ecosystem is watertight.
Main Line 2: Hong Kong's tech faction is vying for licenses, with safety and systems becoming hot commodities.
The Hong Kong Monetary Authority will issue the first batch of stablecoin licenses by the end of June, and the technology partners will reap the benefits. Four Directions Technology has deeply participated in the central bank digital currency bridge project, and its FINNOSafe platform has obtained more than 20 blockchain patents, with its stock price soaring 20% in a single day.
Xiongdi Technology's subsidiary has entered the Hong Kong stablecoin pilot, and Changliang Technology is providing the underlying system for Zhong'an Bank, directly embedding stablecoin wallet functionality. Security certification is a necessity; Hengbao Co., Ltd. is mass-producing hardware security modules (HSM) for digital currency, akin to adding a "safe" for stablecoins; digital certification offers blockchain identity verification, and the Electric Science and Technology Network Security leads the formulation of financial distributed ledger standards to prevent hackers from draining assets.
In the payment landing phase, Yuyin Co., Ltd. has developed a dual exchange module for stablecoins and fiat currencies, and Feitian Chengxin's blockchain wallet ensures that transactions are not tampered with, improving cross-border payment efficiency by a hundred times.
The tokenization of RWA assets is booming, and physical enterprises are benefiting effortlessly.
Stablecoins are not just for speculation; the tokenization of real-world assets (RWA) has become a new gold mine. Longxin Group, in collaboration with Ant Chain, has launched the first RWA financing for charging pile revenue rights, using stablecoins to pay dividends, making new energy assets instantly transform into "on-chain stocks."
Xiexin Nengke is even more ruthless, moving photovoltaic power stations onto the blockchain, with the RWA project reducing financing costs by 15%, and investors can directly subscribe to shares using stablecoins.
This operation allows stablecoins to escape pure credit risks. For example, USDT was once questioned due to opaque reserves, but now it is pegged to real assets, such as photovoltaic power stations and charging piles, with value firmly anchored.
The entire industry chain positioning, who is making money from issuance to payment.
On the issuance side, Sifang Jingchuang and Jinzheng Co., Ltd. are taking a slice of the system development cake; on the payment side, Newland's Hongmeng POS terminal supports "dual offline payments," allowing transactions without a network; on the security side, Feitian Chengxin's hardware encryption and the State Cryptography Algorithm from the Ministry of Industry and Information Technology build a firewall; on the scenario side, the Small Commodity City uses Yiwu Pay to handle trade settlements, while Yuxin Technology's AI risk control monitors every transaction closely.
In the entire chain, the technical standard makers are the most sought after. For example, Hong Kong's policy requires that reserve assets be held 1:1 and independently audited, allowing service providers to easily profit from compliance dividends.
Risky undercurrents are surging, with regulation and technology laying hidden mines.
Behind the market frenzy, risks cannot be ignored. The regulatory game is intense, with the U.S. aggressively promoting dollar-pegged stablecoins, while Hong Kong allows for diversified anchors. The conflicting standards between China and the U.S. may lead to chaos in cross-border payments.
Technical vulnerabilities are more deadly, and algorithmic stablecoins have previously collapsed due to de-pegging, with a considerable probability of a repeat of events like the Terra/Luna incident. The secondary market speculation is fierce, yet there are very few brokerage research reports, with significant differentiation among concept stocks; some companies may be hit back to their original state by the "de-falsification" trend after the licenses are issued! #BTC#