稳定币专题报告之二:稳定币驱动人民币全球支付活跃度攀升 第三方支付公司或将持续受益

光大证券
25 Jul

稳定币有望成为人民币国际化的驱动力。2015 至2024 年间,在央行跨境贸易结算试点、货币互换协议扩容等多维战略推动下,人民币国际化取得显著突破:根据SWIFT 监测数据,其全球支付份额从2015 年12 月约2%升至2024 年12月约4%,跨境收付规模由12 万亿元增至64 万亿元。然而,资本账户管制、离岸应用场景局限及地缘政治壁垒等结构性约束,导致后续增长动能边际趋缓。在此背景下,稳定币...

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