MiCA倒计时启动!法国点名90家未获许可加密公司,7月前或被迫退出市场

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1月14日消息,随着欧盟《加密资产市场监管条例》(MiCA)过渡期临近结束,法国监管层明显加快了清理节奏。据外媒报道,法国金融市场管理局已标记约90家在法国注册、但尚未获得MiCA牌照的加密货币公司,要求其在6月30日截止日期前明确合规安排。

法国金融市场管理局市场中介与市场基础设施监管部门负责人Stephane Pontoizeau表示,监管机构早在2025年11月便已向相关企业发出正式通知,提醒其法国MiCA过渡期即将结束。然而,截至目前,约30%的未获许可公司仍未回复是否计划申请牌照,监管不确定性依然存在。

从已披露的数据来看,在这90家未获MiCA许可的加密公司中,约40%已明确表示不打算申请牌照,另有约30%正在推进申请流程,其余公司则态度不明。按照法国方面的执行口径,若企业未能在过渡期内完成合规,将被要求在7月前停止相关业务运营。

自MiCA框架于2024年底全面落地以来,法国已向少数符合要求的机构发放牌照。例如,加密资产管理公司CoinShares已于2025年7月获批,而比特币应用Relai也在同年10月获得许可。这显示出法国在执行MiCA时采取的是“严格筛选、稳步放行”的策略。

与此同时,MiCA在欧盟层面的执行难度也逐渐显现。欧洲证券及市场管理局作为核心协调机构,曾明确提出希望未获授权的企业在过渡期结束后采取“有序退出”方案。欧盟委员会甚至提议赋予其对全体欧盟加密公司的集中监管权,引发行业关于审批效率和创新环境的争议。

法国官方对集中监管总体持支持态度,并多次警告,一些企业可能试图前往监管相对宽松的司法辖区获取MiCA牌照。这一立场也使法国成为欧盟内部对MiCA执行标准最为强硬的国家之一。随着截止日期临近,2026年欧洲加密行业或将迎来一轮明显的合规洗牌。

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