中信证券:继续关注可能获取首批稳定币牌照的发行人,及确定性参与稳定币使用场景创设的场景平台两条主线

foresightnews
Jul 30, 2025

Foresight News 消息,中信证券研报表示,7 月 29 日,金管局就 8 月 1 日起实施的稳定币发行人监管制度发布一系列文件。核心是《持牌稳定币发行人监管指引》,当前申请阶段最具有指引意义的是《稳定币发行人发牌制度摘要说明》。时间线上看,金管局鼓励意向申请人于 8 月 31 日前联系监管,成熟申请人申请时限为 9 月 30 日,首批牌照张数仅个位数,预计有望于年底前落地。建议继续关注可能获取首批稀缺牌照的发行人,及确定性参与稳定币使用场景创设的场景平台两条主线。

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