OSL Group Conference Call Summary Company Overview - OSL Group has acquired Banzaa, obtaining licenses in 36 states in the US and the UK, as well as the European MiCA license, laying the foundation for global business expansion [2][4] - Banzaa focuses on enterprise client payment infrastructure and compliance systems, providing fiat and cryptocurrency conversion services, which synergizes with OSL's compliance and global expansion efforts [2][6] Key Financial Insights - Banzaa is expected to significantly contribute to OSL's overall revenue, with Banzaa's revenue projected at approximately HKD 54 million for the first half of 2025, compared to OSL's revenue of HKD 195 million during the same period [7] - OSL's payment-related revenue is expected to increase from nearly 30% in the first half of 2025 to over 40%-50% by 2026, reducing reliance on cryptocurrency price fluctuations [2][9] Product Developments - OSL launched the USD Go stablecoin, compliant with the US Genius Act, aimed at simplifying customer choices and providing value-added services for cross-border payments [2][10] - The initial deployment of USD Go is on the Solana blockchain, with high market demand noted, although details on issuance and redemption fees are still unclear [10][11] Strategic Focus Areas - In 2025, OSL's main revenue sources are expected to be from Hong Kong OTC business and European inflow/outflow operations [12] - For 2026, OSL plans to expand its BizPay payment service provider network, enhance its exchange business in Europe, and focus on the Indonesian market, aiming for a 50% growth in existing business lines and double-digit growth from new ventures [12] Competitive Landscape - The recent listing of Hashkey is seen as a positive signal for the industry, with a focus on revenue scale rather than trading volume. Hashkey's projected total revenue for 2024 is approximately HKD 540 million, compared to OSL's HKD 375 million [5][14] - OSL is expected to meet the entry standards for the Hong Kong market, with announcements anticipated on February 20, 2026, and effective from March 9, 2026 [17] Regulatory Environment - The issuance of stablecoin licenses in Hong Kong may favor banks, but if used outside the system, OSL may seek partnership opportunities. Clarified policies are expected to enhance cross-border payment penetration [18] - Current regulations are strict for retail investors but less so for professional investors and institutions, indicating a potential shift in the regulatory landscape that needs ongoing monitoring [19][20] Conclusion - The acquisition of Banzaa and the launch of USD Go are pivotal for OSL's growth strategy, with a strong focus on compliance and expanding its service offerings in the payment sector. The company is well-positioned to leverage its new licenses and partnerships to enhance its market presence and financial performance in the coming years [2][4][12]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 公司名稱: OSL 集團有限公司（於開曼群島註冊成立的有限公司） 呈交日期: 2026年1月7日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00863 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.01 HKD | | 20,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.01 HKD | | 20,000,000 | 本月底法定/註冊股本總額： HK ...

每经AI快讯，OSL集团(00863.HK)一度涨超5%，截至发稿涨3.53%，报17.58港元，成交额3326.81万港 元。 ...

Group 1 - OSL Group's stock has increased by over 5%, currently trading at 17.58 HKD with a transaction volume of 33.2681 million HKD [1] - The company has completed a strategic acquisition of Web3 payment service provider Banxa Holdings Inc. [1] - Following the integration of Banxa's international payment network, OSL Group will gain over 40 trading and payment licenses across regions including the US, Canada, EU, UK, and Australia [1] Group 2 - OSL Group's CEO, 崔崧, stated that the acquisition of Banxa is crucial for building a global stablecoin trading and payment ecosystem [1] - The company aims to establish a compliant trading and payment network that seamlessly connects fiat and digital assets on a global scale [1] - This strategic move positions OSL Group as an industry pioneer and lays a solid foundation for the future development of its payment services, addressing the growing demand for cross-border commercial payments [1]

OSL集团(00863.HK)公布，安排协议项下所有条件均已获达成或豁免，而建议收购事项已于2026年1月2 日完成。建议收购事项完成后，Banxa已成为公司间接全资附属公司。 据此前披露，Banxa是领先的基础设施提供商，专注于促进数字资产买卖，且持有多项许可证及登记， 包括荷兰的加密服务提供商登记、加拿大的货币服务业务许可证、澳洲的数字货币交易所登记，英国的 加密资产服务提供商许可证及美国货币转移许可证或其在美国若干州份的等同许可证。 本文源自：财华网 ...

Core Viewpoint - OSL Group has completed the strategic acquisition of Banxa Holdings Inc., marking a significant milestone in building a stablecoin trading and payment ecosystem and enhancing its global compliance payment network [1] Group 1: Acquisition Details - The acquisition of Banxa is part of OSL Group's strategy to develop a comprehensive stablecoin trading and payment ecosystem [1] - OSL Group has successfully evolved from Hong Kong's first compliant digital asset trading platform to an international mainstream stablecoin trading and payment hub by 2025 [1] Group 2: Strategic Development - OSL Group has defined a dual development strategy of "organic growth + strategic acquisitions" [1] - The integration of Banxa's international payment network will provide OSL Group with over 40 trading and payment licenses and registrations across regions including the US, Canada, EU, UK, and Australia [1] Group 3: Executive Insights - The CEO of OSL Group, Cui Song, emphasized that the acquisition is crucial for building a global stablecoin trading and payment ecosystem [1] - The establishment of a compliant trading and payment network that seamlessly connects fiat and digital assets is expected to enhance OSL Group's competitive advantage and support its payment business development [1]

（原标题：OSL集团(00863)完成收购Banxa） 智通财经APP讯，OSL集团(00863)发布公告，就有关Banxa的建议收购事项的相关事宜。董事会宣布， 安排协议项下所有条件均已获达成或豁免(视乎情况而定)，而建议收购事项已于2026年1月2日完成。建 议收购事项完成后，Banxa已成为本公司的间接全资附属公司。 ...

OSL集团(00863)发布公告，就有关Banxa的建议收购事项的相关事宜。董事会宣布，安排协议项下所有 条件均已获达成或豁免(视乎情况而定)，而建议收购事项已于2026年1月2日完成。建议收购事项完成 后，Banxa已成为本公司的间接全资附属公司。 ...

完成有關建議收購BANXA之主要交易 香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 之 內 容 概 不 負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部 或任何部份內容而產生或因依賴該等內容而引致之任何損失承擔任何責任。 執行董事兼行政總裁 OSL Group Limited OSL集團有限公司 （於開曼群島註冊成立的有限公司） （股份代號：863） 茲提述(i) OSL集團有限公司（「本公司」）日期為二零二五年六月二十七日內容有關 Banxa之建議收購事項之公告（「該公告」）；(ii)日期為二零二五年九月三十日之通 函 及股 東特 別 大會 通告 ；(iii) 日期 為二 零 二五 年十 月 二十 二日 之 股東 特別 大 會之 投 票 結 果 公 告 ； 及 (iv) 日 期 為 二 零 二 五 年 十 二 月 十 八 日 內 容 有 關 延 長 安 排 協 議 之 終止日期之公告。除非另有界定，否則本公告所用詞彙與該公告所界定者具有相 同涵義。 董事會欣然宣佈，安排協議項下所有條件均已獲達成或豁免（ 視乎情況而定 ...

OSL Group Limited OSL集團有限公司 (incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立的有限公司） (Stock Code 股份代號：863) NOTIFICATION LETTER 通知信函 31 December 2025 Dear Non-Registered Holder (Note 1) , OSL Group Limited (the "Company") — Notice of publication of (i) Circular dated 31 December 2025 and (ii) Notice of Extraordinary General Meeting (the "Current Corporate Communications") on the Company's website The English and Chinese versions of the Company's Current Corporate Communications are availa ...