The digital currency sector is gaining renewed momentum as institutional interest and technological advancements converge. On June 26, while China’s A-share market saw mixed performance, sectors like defense, stablecoins, solid-state batteries, banking, tourism, and digital currencies showed strong gains. Among them, stablecoin-related stocks stood out—driven by regulatory progress, strategic partnerships, and rising investor confidence.
This surge aligns with broader trends in asset digitization, particularly the growing integration of Real World Assets (RWA) into blockchain ecosystems. As traditional finance embraces decentralized infrastructure, companies are positioning themselves at the forefront of this transformation.
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RWA Innovation Gains Institutional Support
The Blockchain and Data Elements Committee of the China Mobile Communications Association has launched a nationwide call for partners to co-found an RWA Joint Laboratory. The initiative aims to select 20 leading organizations to collaborate on advancing the digital transformation and capitalization of physical assets through blockchain technology.
Eligible partners include enterprises engaged in asset digitization, data integration, technical R&D, trading platforms, and service providers. The lab will focus on three core areas:
- Aggregating and standardizing data resources
- Advancing secure and scalable technologies
- Facilitating funding mechanisms for pilot projects
This move signals a strategic push toward making RWAs—such as real estate, commodities, or financial instruments—tradable and programmable on-chain. With support from national-level industry bodies, the project could accelerate the adoption of tokenized assets across multiple sectors.
Experts at Huaxi Securities highlight that as global regulations mature, stablecoins will play a pivotal role in enabling seamless RWA transactions. Their compliance-ready design and programmability make them ideal for applications in green finance, supply chain financing, and cross-border settlements—paving the way for “on-chain liquidity” and global asset allocation.
Major Players Enter the Stablecoin Arena
Stablecoins have become a focal point for tech giants and financial institutions alike. Reports indicate that both JD.com and Ant Group are actively pursuing stablecoin licenses—a sign of growing mainstream acceptance.
In a significant development, Guotai Junan International recently received regulatory approval from Hong Kong’s Securities and Futures Commission (SFC) to upgrade its existing securities license. The enhanced license now permits virtual asset trading services, including cryptocurrencies and stablecoins, as well as advisory services related to these assets.
This positions Guotai Junan International as one of the first traditional financial institutions in the region with a fully compliant gateway for digital asset investments.
Meanwhile, on June 26, Huaxing Capital Holdings announced board approval of a $100 million budget over two years dedicated to expanding its Web3.0 operations and investing directly in crypto assets. This strategic allocation underscores increasing institutional confidence in blockchain-based financial systems.
Leveraged Capital Flows Into Digital Currency Stocks
According to data compiled by Securities Times’ DataBaogu, there are currently 23 listed companies categorized under the stablecoin concept in China’s A-share market. Among them, Guotai Haitong leads in market capitalization at approximately 317.6 billion yuan ($44.3 billion USD).
Several stocks have seen substantial price appreciation this year:
- Sifang Jinchuang: Up over 100%, offering technology solutions for stablecoin issuance and reserve management
- Hengbao Co., Ltd.: Also doubled in value, providing secure payment hardware and digital currency infrastructure
- Xiongdi Technology: Strong performer with expertise in identity verification and smart card systems for digital wallets
Notably, 15 of these companies received net inflows from leveraged funds during the week ending June 26. Top beneficiaries included:
- Guotai Haitong
- Sifang Jinchuang
- Hengsheng Electronics
- Zhongke Jincai
- Hengbao Co., Ltd.
- Lakala
Each recorded leveraged fund purchases exceeding 100 million yuan, reflecting strong institutional demand.
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Institutional Interest Expands Beyond Trading
Beyond direct investments, firms are deepening their involvement through research and development. In early June, Jingbeifang, Chutianlong, and Xiongdi Technology attracted significant analyst attention, with Jingbeifang receiving surveys from 103 institutions.
During investor briefings, Jingbeifang emphasized its prior experience in building digital RMB systems and deploying localized teams in the Greater Bay Area. The company is now optimizing its delivery model for Hong Kong operations—an important step toward regional expansion.
Such moves suggest that many firms are not just riding market sentiment but are actively building long-term capabilities in central bank digital currency (CBDC) infrastructure and enterprise-grade blockchain solutions.
Frequently Asked Questions (FAQ)
What are Real World Assets (RWA) in crypto?
RWA refers to physical or traditional financial assets—like real estate, bonds, or commodities—that are tokenized on a blockchain. This enables fractional ownership, faster settlement, and improved liquidity while maintaining regulatory compliance.
Why are stablecoins important for RWA?
Stablecoins provide a reliable, low-volatility medium of exchange for trading tokenized assets. Their programmable nature allows for automated payments, interest distribution, and compliance enforcement via smart contracts—making them essential for scalable RWA ecosystems.
Which sectors benefit most from asset tokenization?
Key beneficiaries include real estate, private equity, supply chain finance, renewable energy projects, and government bonds. Tokenization lowers entry barriers and increases transparency for all participants.
How do leveraged funds impact stock prices?
Leveraged funds (also known as margin financing) allow investors to borrow money to buy more shares. When these funds increase holdings in certain stocks, it often signals strong bullish sentiment and can drive upward price momentum.
Is China supportive of blockchain-based finance?
Yes—while cryptocurrency trading remains restricted, China actively promotes blockchain innovation in areas like CBDCs (e.g., digital yuan), supply chain tracking, and data security. Projects aligned with national digital economy goals receive strong institutional backing.
Are stablecoins legal in Asia?
Regulatory status varies by jurisdiction. In Hong Kong and Singapore, regulated stablecoin issuers can operate under clear frameworks. Mainland China prohibits private stablecoins but supports state-backed digital currency initiatives.
Final Outlook: A New Era of Digital Finance
As regulatory clarity improves and infrastructure matures, the line between traditional finance and decentralized systems continues to blur. The convergence of stablecoins, RWA tokenization, and institutional investment marks a turning point in how value is stored, transferred, and managed globally.
With major players like Guotai Junan International and Huaxing Capital making bold moves—and leveraged funds piling into promising stocks—the ecosystem is poised for accelerated growth.
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While challenges remain around scalability and compliance, the foundational pieces are now in place. Investors and innovators who understand these dynamics stand to benefit from one of the most transformative shifts in modern finance.
Note: All information provided is for educational and informational purposes only. It does not constitute financial advice or an endorsement of any investment strategy.