耀才证券金融(01428)午后涨近8%，截至发稿，涨7.95%，报12.36港元，成交额3.95亿港元。 蚂蚁国际此前表示，计划在8月1日香港《稳定币条例》生效后尽快提交申请，正在全球财资管理方面加 速投资、拓展合作。据悉，今年4月，蚂蚁集团计划收购耀才证券50.55%的股份。国金证券指出，依托 于蚂蚁在web3.0技术、牌照等方面布局，或将打开耀才虚拟资产业务想象空间。耀才将现有的1号牌升 级即可接入虚拟资产交易，包括稳定币；将现有的4号牌升级即可就虚拟资产提供意见；将现有的9号牌 升级即可管理投资超过10%于虚拟资产的投资组合；不排除耀才向SFC提交虚拟资产交易平台VATP牌照 申请的可能性。 本文源自智通财经网 消息面上，8月1日香港《稳定币条例》生效。近日有市场传闻称，京东、蚂蚁等互联网巨头或因合规门 槛过高，主动退出首批牌照角逐。京东方面迅速予以辟谣称，京东币链正在进行稳定币牌照申请的准备 工作。而据巴伦中文网向蚂蚁方面进行求证，截止发稿其官方未进行回应；巴伦中文网认为，以当前蚂 蚁和京东双方的相关布局来看，两方主动缺席香港稳定币市场的概率极低。 ...

耀才证券金融(01428)午后涨近8%，截至发稿，涨7.95%，报12.36港元，成交额3.95亿港元。 蚂蚁国际此前表示，计划在8月1日香港《稳定币条例》生效后尽快提交申请，正在全球财资管理方面加 速投资、拓展合作。据悉，今年4月，蚂蚁集团计划收购耀才证券50.55%的股份。国金证券指出，依托 于蚂蚁在web3.0技术、牌照等方面布局，或将打开耀才虚拟资产业务想象空间。耀才将现有的1号牌升 级即可接入虚拟资产交易，包括稳定币；将现有的4号牌升级即可就虚拟资产提供意见；将现有的9号牌 升级即可管理投资超过10%于虚拟资产的投资组合；不排除耀才向SFC提交虚拟资产交易平台VATP牌照 申请的可能性。 消息面上，8月1日香港《稳定币条例》生效。近日有市场传闻称，京东、蚂蚁等互联网巨头或因合规门 槛过高，主动退出首批牌照角逐。京东方面迅速予以辟谣称，京东币链正在进行稳定币牌照申请的准备 工作。而据巴伦中文网向蚂蚁方面进行求证，截止发稿其官方未进行回应；巴伦中文网认为，以当前蚂 蚁和京东双方的相关布局来看，两方主动缺席香港稳定币市场的概率极低。 ...

Core Viewpoint - The news highlights the recent developments in the Hong Kong stablecoin market following the enactment of the Stablecoin Regulation on August 1, with significant interest from major internet companies like JD.com and Ant Group regarding license applications [1] Group 1: Market Reactions - Yao Cai Securities (01428) saw a nearly 8% increase in stock price, reaching HKD 12.36 with a trading volume of HKD 395 million [1] Group 2: Company Developments - JD.com has denied rumors of withdrawing from the stablecoin license competition, stating that it is preparing to apply for a stablecoin license [1] - Ant Group has not officially responded to inquiries but is expected to submit its application soon, indicating a low probability of both companies missing out on the Hong Kong stablecoin market [1] Group 3: Strategic Implications - Ant Group plans to accelerate investments and expand partnerships in global treasury management following the regulation's enactment [1] - The potential acquisition of a 50.55% stake in Yao Cai Securities by Ant Group could enhance Yao Cai's capabilities in virtual asset business, including stablecoin trading and investment management [1] - Yao Cai may consider applying for a Virtual Asset Trading Platform (VATP) license, depending on its existing licenses and regulatory upgrades [1]

Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Yao Cai Securities Finance, which rose by 5.15% to reach 12.04 HKD per share, with a trading volume of 2.23 billion HKD [1] - Yao Cai Securities Finance Group Limited provides comprehensive and professional brokerage services, including various stocks, futures, IPO subscriptions, and stock financing, which have attracted a large customer base due to its stable online trading platform, low commissions, high financing ratios, and low financing interest [1] - The company currently employs nearly 300 staff members, operates 14 business locations, and manages customer assets close to 600 billion HKD, with a total of approximately 410,000 customer accounts [1] Group 2 - As of the 2024 annual report, Yao Cai Securities Finance reported total operating revenue of 1.255 billion HKD and a net profit of 570 million HKD [2]

Market Overview - Hong Kong stocks opened lower but closed higher, with all three major indices ending in the green. The Hang Seng Index rose by 0.92% to 24,733.45 points, with a total turnover of HKD 234.68 billion [1] - The overall upward trend in Hong Kong stocks is considered healthy, shifting from previous risk-averse sentiment to improvements in fundamentals and positive policy expectations [1] Blue Chip Performance - New Oriental-S (02057) led blue-chip stocks, rising by 6.49% to HKD 36.58, contributing 2.7 points to the Hang Seng Index. Its revenue for the fourth fiscal quarter grew by 9.4% year-on-year, exceeding market expectations [2] - Other notable blue-chip performances included Zhongsheng Holdings (00881) up 5.59%, Lenovo Group (00992) up 4.95%, while Xinyi Glass (00868) fell by 5.87% [2] Sector Highlights - Gold stocks performed strongly due to lower-than-expected U.S. non-farm payroll data, with Shandong Gold (01787) rising by 10.7% and Chifeng Jilong Gold Mining (06693) up 8.89% [3] - Semiconductor stocks also saw significant gains, with Hua Hong Semiconductor (01347) up 8.69% and Shanghai Fudan (01385) up 5.66% [4] Stablecoin Sector - The stablecoin sector continued to decline, with Yunfeng Financial (00376) down 6.91% and Guotai Junan International (01788) down 6.48%. The Hong Kong Monetary Authority's new regulations on stablecoins are expected to delay the issuance of licenses until early 2026 [5][6] Notable Stock Movements - InnoCare Pharma (02577) surged by 30.47% after announcing a partnership with NVIDIA to promote a new power architecture for AI data centers [7] - Huajian Medical (01931) rose by 20.7% following a strategic cooperation agreement with BGI [8] - China Resources Medical (01515) fell by 15.58% due to a profit warning, expecting a decline of 20% to 25% in profit for the upcoming six months [9]

2025 年 8 月 4 日 可能強制全面要約 就耀才證券金融集團有限公司的股份的交易披露 執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露： | 交易方 | 日期 | | | | 有關證券的說 | 產品說明 | 交易性質 | 與衍生工具有 | | 到期日或清結 | 參考價 | 已支付／已收取 | 交易後數額（包 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 明 | | | 關的參照證券 | | 日 | | 的總金額 | 括與其訂有協議 | | | | | | | | | | 數目 | | | | | 或達成諒解的任 | | | | | | | | | | | | | | | 何人士的證券） | | Morgan | 2025 | 年 | 8 月 | 1 | 衍生工具 | 其他類別產品 | 客戶主動利便客戶 | | 8,000 | 2026年 5 月18 | $13.9250 | $111,400.0000 | 0 | | St ...

2025 年 8 月 4 日 可能強制全面要約 就耀才證券金融集團有限公司的股份的交易披露 執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露： | 交易方 | 日期 | | | 買入／賣 | 股份數目 | | 每股價格 | | 交易後數額（包括與其訂 | | 佔該類別證券的百分比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 出 | | | | | 有協議或達成諒解的任 | | （包括與其訂有協議或 | | | | | | | | | | | 何人士的證券） | 達成諒解的任何人士的 | | | | | | | | | | | | | | 證券）% | | 余韌剛 | 2025 | 年 | 8 月 1 | 賣出 | | 200,000 | | $13.0000 | 658,829 | | 0.0388% | | | 日 | | | | | | | | | | | 完 註： 余韌剛是根據一致行動的定義第(2)類別與受要約公司有關連的第(1)類別聯繫人。 交易 ...

就耀才證券金融集團有限公司的股份的交易披露 執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露： | 交易方 | 日期 | | | 有關證券的說 | 產品說明 | 交易性質 | 與衍生工具有 | | 到期日或清結 | 參考價 | 已支付／已收取 | 交易後數額（包 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 明 | | | 關的參照證券 | | 日 | | 的總金額 | 括與其訂有協議 | | | | | | | | | | 數目 | | | | | 或達成諒解的任 | | | | | | | | | | | | | | | 何人士的證券） | | | Morgan | 2025 | 年 | 8 月 1 | 衍生工具 | 其他類別產品 | 客戶主動利便客戶 | | 14,000 | 2030年 6 月28 | $12.8850 | $180,390.0000 | 0 | | | Stanley & | 日 | | | | | ─ ...

2025 年 8 月 4 日 可能強制全面要約 就耀才證券金融集團有限公司的股份的交易披露 | 交易方 | 日期 | | | 有關證券的 | 交易性質 | 買入／賣 | 涉及的股份 | 已支付／已收取的 | 已支付或已 | 已支付或已 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 說明 | | 出 | 總數 | 總金額 | 收取的最高 | 收取的最低 | | | | | | | | | | | 價（H） | 價（L） | | Morgan | 2025 | 年 8 | 月 1 | 普通股 | 因全屬客戶主動發出且由客戶需求帶動的買賣 | 買入 | 330,000 | $4,013,314.0000 | $14.7900 | $11.5320 | | Stanley & | 日 | | | | 盤所產生的 Delta 1 產品的對沖活動 | | | | | | | Co., | | | | 普通股 | 因全屬客戶主動發出且由客戶需求帶動的買賣 | 賣出 | 1,244,000 | $14,760,2 ...

Group 1 - The majority of stablecoin-related stocks experienced declines in the afternoon trading session, with notable drops including Yunfeng Financial down 7.24% to HKD 2.82, Guotai Junan International down 5.43% to HKD 5.4, and OSL Group down 1.83% to HKD 14.49 [1] - The Hong Kong Stablecoin Regulation officially came into effect on August 1, requiring any entity issuing fiat-backed stablecoins in Hong Kong to apply for a license from the Financial Management Commissioner [1] - Zheshang Securities highlighted that the Hong Kong Monetary Authority emphasizes three core requirements for licensing: strict compliance review, specificity, and sustainability, with the first licenses expected to be issued in early 2026, later than market expectations [1] Group 2 - Currently, the active stablecoins in Hong Kong are primarily USD-backed, such as USDT and USDC, and failure to obtain a license post-transition period will prevent these stablecoins from operating on compliant VATP exchanges in Hong Kong [2] - Citigroup projects the median market size for stablecoins in Hong Kong to be USD 16 billion, with potential fluctuations of USD 8 billion depending on various factors, including monetary expansion and increased external demand for Hong Kong stablecoins [2]