Key Takeaways
- 5 digital currency stocks confirmed stablecoin business plans during institutional surveys (May 23–June 6)
- Yusys Technologies leads with 75 institutional visits, revealing dual-strategy for stablecoin integration
- 3 other companies hinted at technical readiness without explicit stablecoin commitments
Stablecoin-Focused Companies
1. Yusys Technologies (75 visits)
Strategies disclosed on June 4:
- Path A: Provide stablecoin infrastructure/services for financial institutions
- Path B: Direct participation in stablecoin issuance via Macau-academic partnerships
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2. Zhongke JinCai (33 visits)
June 3 announcement:
- Planning bank-partnered stablecoin models leveraging global assets
- "Licensing remains uncertain" for stablecoin operations
3. TianYang Tech (19 visits)
May 30 report:
- Launched stablecoin-rechargeable credit cards
- Upgrading systems to accept blockchain wallet payments
4. Chutian Dragon (13 visits)
June 5 statement:
- Positioned for Hong Kong’s licensed stablecoin market
- Expanding embedded security products overseas
5. Guomai Tech (3 visits)
June 6 reveal:
- "Guomai Coin" integrates AI/education services
- Functions as quasi-stablecoin within ecosystem
Technically Prepared Companies
| Company | Key Response | Survey Date |
|-----------------|---------------------------------------|-------------|
| Jingbei North | "Digital RMB expertise transferable" | June 4–5 |
| GCL Energy | Piloted RWA with Ant Chain | June 4 |
| Dongxin Peace | Produces digital yuan hardware | June 6 |
FAQ
Q: What’s driving institutional interest?
A: Hong Kong’s stablecoin regulation (effective August 1) and Circle’s IPO success (+168%)
Q: Which stock had most visits?
A: Yusys Technologies (75 institutions)
Q: Any risks mentioned?
A: Zhongke JinCai noted licensing uncertainties
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