连连数字(2598.HK):数字支付服务商 有望受益于稳定币业务落地

国证国际
20 Jun

中国香港《稳定币条例》将于今年8 月1 日生效,我们预计稳定币或最先在跨境支付场景落地,目前在数字支付领域布局较深厚的公司或有业务机会。连连数字2024 年在全球支付的TPV(交易额)近3,000 亿元,已获香港VATP 牌照,预计将在今年4 季度启动申请稳定币发行业务。建议投资人保持关注。报告摘要2B 数字支付服务商:公司主业为数字支付解决方案,服务包含收付款、收单、汇兑、虚拟银行卡及聚合支付等...

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