Market Overview
On June 30, the three major A-share indices showed collective strength, with the fintech sector experiencing early volatility. The stablecoin concept continued its upward momentum, while the securities sector opened flat before declining further. As of 10:02 AM:
- Fintech ETF Hua Xia (516100) rose 0.37%, maintaining its position as the ETF with the highest stablecoin exposure (20.66%) in the market
Notable gainers among its holdings included:
- Cuwei Co., Ltd. (limit up)
- Yuxin Technology (+9%)
- Dongxin Peace and Chutian Dragon leading gains
- Underperformers: Dazhi, Yinzhijie, and Jingbeifang
- Securities ETF Fund (515010) fell 1.15%
Policy Developments Driving Innovation
Hong Kong's Stablecoin Legislation
The implementation of Hong Kong's stablecoin bill marks:
- Accelerated adoption of blockchain and cryptocurrency technologies
- The region's proactive stance toward fintech innovation
Shanghai's Financial Reforms
Key measures announced at the 2025 Lujiazui Forum include:
- Establishment of a digital RMB international operations center
- Pilot programs for structural monetary policy tools
- Blockchain-based trade finance solutions for tech companies
Investment Opportunities
Fintech ETF Hua Xia (516100)
- Tracks: CSI Fintech Theme Index
- Coverage: Software development, internet finance, and digital currency ecosystems
- Top Holdings: Industry leaders like Tonghuashun, East Money, and Hundsun Technologies
- Stablecoin Focus: Includes 20+% exposure to stablecoin-related stocks
- Connect Fund Options: 023884/023885
Securities ETF Fund (515010)
- Tracks: CSI All Share Securities Companies Index
- Cost Advantage: 0.2% total expense ratio (lowest in its category)
- Ideal for: Investors anticipating securities sector recovery
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FAQ Section
Q: Why is stablecoin exposure significant for fintech ETFs?
A: Stablecoins represent a bridge between traditional finance and blockchain innovation, offering price stability crucial for institutional adoption.
Q: How does Hong Kong's stablecoin regulation impact mainland investors?
A: While mainland China maintains separate policies, Hong Kong's developments may influence regional fintech collaboration and capital flows.
Q: What makes Fintech ETF Hua Xia unique among competitors?
A: Its 20.66% stablecoin exposure provides targeted access to this high-growth niche within financial technology.
Q: When might the securities sector show recovery signs?
A: Historically correlated with market liquidity conditions and trading volume rebounds - monitor monetary policy shifts for signals.