每经AI快讯，新火科技控股(01611.HK)盘中一度涨超11%，截至发稿涨7.77%，报3.19港元，成交额 1437.55万港元。 ...

新火科技控股(01611)盘中涨超11%，截至发稿，涨7.77%，报3.19港元，成交额1437.55万港元。 消息面上，近日，新火科技披露2025年度业绩，公司去年全年营收同比增长4.5倍，达86亿港元。新火 科技执行董事和首席执行官CEO翁晓奇此前透露，公司于去年11月推出私人银行级数字资产管家旗舰产 品，目前已有逾460名客户开户，预计26年底将突破1000名。翁晓奇还预期，下一轮加密货币牛市将吸 引更多公司进场，并认为未来5至10年间，至少有数百家上市公司配置虚拟资产，相关业务存在巨大增 长潜力。 值得关注的是，智通财经APP在《锋芒 | 新火科技(01611)翁晓奇：从低毛利OTC到数字资产私行级管 家，打造加密行业的"亚洲高盛"》中指出，"香港其实没有散户市场"，以约VATP四分之一的成本，覆 盖80%以上的机构目标市场。这种轻量化，使其具备低成本全球化复制能力。2026年，新火科技将启 动"复制粘贴"战略：依托BitTrade将私行体系导入日本，同时进军迪拜、新加坡、东南亚及台湾地区。 翁晓奇认为，"轻量级牌照优势"是关键，并透露这类牌照申请周期短(多在半年内)、成本低，可快速落 地。 ...

消息面上，近日，新火科技披露2025年度业绩，公司去年全年营收同比增长4.5倍，达86亿港元。新火 科技执行董事和首席执行官CEO翁晓奇此前透露，公司于去年11月推出私人银行级数字资产管家旗舰产 品，目前已有逾460名客户开户，预计26年底将突破1000名。翁晓奇还预期，下一轮加密货币牛市将吸 引更多公司进场，并认为未来5至10年间，至少有数百家上市公司配置虚拟资产，相关业务存在巨大增 长潜力。 智通财经APP获悉，新火科技控股(01611)盘中涨超11%，截至发稿，涨7.77%，报3.19港元，成交额 1437.55万港元。 值得关注的是，智通财经APP在《锋芒 | 新火科技(01611)翁晓奇：从低毛利OTC到数字资产私行级管 家，打造加密行业的"亚洲高盛"》中指出，"香港其实没有散户市场"，以约VATP四分之一的成本，覆 盖80%以上的机构目标市场。这种轻量化，使其具备低成本全球化复制能力。2026年，新火科技将启 动"复制粘贴"战略：依托BitTrade将私行体系导入日本，同时进军迪拜、新加坡、东南亚及台湾地区。 翁晓奇认为，"轻量级牌照优势"是关键，并透露这类牌照申请周期短(多在半年内)、成本低，可 ...

Core Viewpoint - New Fire Technology is transitioning from a low-margin OTC business model to a focus on high-net-worth clients and digital asset private banking services, aiming for sustainable profitability and market leadership in the evolving virtual asset landscape [1][2][3]. Financial Performance - In 2025, New Fire Technology's revenue increased by 4.5 times to 8.6 billion HKD, primarily driven by OTC business, which has low profit margins [2][4]. - The company reported a net loss of 9 million HKD, indicating challenges in profitability despite revenue growth [1][2]. Strategic Shift - The company is pivoting towards digital asset private banking, which is seen as the key to profitability, moving away from the previous management's low-margin strategies [3][4]. - The private banking service has seen rapid growth, with potential clients increasing from 130 to over 460 and actual clients exceeding 260 within two months of launch [4]. Market Positioning - New Fire Technology aims to serve institutional clients and high-net-worth individuals, filling a gap in the market that traditional platforms have overlooked [3][5]. - The company is not competing directly with major exchanges like Binance or OKX but is instead positioning itself as a "super connector" between traditional finance and Web3 [2][5]. Cost Structure and Global Expansion - The company operates with a lean model, employing only 160 staff, which is a quarter of the size of traditional virtual asset trading platforms, allowing for lower operational costs [5][8]. - Plans for 2026 include a "copy-paste" strategy to expand its private banking model into Japan and other regions, leveraging lightweight licensing options [5][6]. Client Focus and Service Model - The target clientele includes listed companies, family offices, and ultra-high-net-worth individuals, expected to contribute over 80% of profits by the end of 2026 [8]. - The service model emphasizes high-touch, personalized service, addressing the pain points of high-net-worth clients that traditional financial institutions often overlook [4][6]. Future Outlook - The company aims to achieve monthly profitability by the end of 2026 and overall profitability by 2027, with a target of exceeding 1,000 clients [4][8]. - The CEO believes that the influence of the "four-year cycle theory" is diminishing, with institutional participation in the market increasing, leading to a more stable market structure [8][9].

若回溯两年前，新火科技还深陷"低毛利OTC依赖症"：2023年营收中80%来自OTC业务，却因薄利多销 策略导致盈利承压。2025年营收增长4.5倍的背后，是净利润微亏900万港币。 智通财经APP获悉，香港铜锣湾Tower535的第26层，翁晓奇一身素白色的西装、没有系领带，坐在同样 白色的转椅上，背后屏幕展现的是新火科技2025年的财报数据。 "我们可以在10月份硬着头皮推进，那样财报会很好看，但我们选择让客户不亏钱。"新火科技 (01611)CEO翁晓奇这句有悖商业直觉的话，恰是解开这家港股上市公司2025年财报谜题的钥匙。 答案藏在翁晓奇反复提及的"轻重之辨"中。传统VATP(虚拟资产交易平台)模式如同重资产航船，需数百 人团队、数年牌照周期、海量市场投入，方能撬动散户市场。新火科技则选择造一艘"轻型快艇"——以 160人规模、仅VATP四分之一的运营成本，专注服务机构与高净值客户，覆盖80%目标市场。这 种"轻"，不仅体现在成本，更在于战略清醒：不与币安、OKX争夺散户，不与高盛、摩根士丹利比拼品 牌，而是成为二者之间的"缺失一环"。 "我们不是在做另一家交易所，而是要成为连接传统金融与Web3的' ...

Group 1 - Cryptocurrency concept stocks have shown strong performance, with Boyaa Interactive (00434) rising by 10.81% to HKD 4.1, and Blueport Interactive (08267) increasing by 10% to HKD 0.44 [1] - New Fire Technology Holdings (01611) has gained 7.09% to HKD 3.17, while OK Blockchain (01499) is up by 6.9% to HKD 0.217 [1] - The cryptocurrency market has experienced a significant surge, with Bitcoin rising nearly 5% to surpass USD 95,000, marking a new high for the year, and Ethereum increasing by over 7% [1] Group 2 - The U.S. December CPI data met expectations, with the core CPI year-on-year increase at 2.6%, lower than the expected 2.7%, and a month-on-month increase of 0.2%, below the anticipated 0.3% [1] - The slowdown in U.S. core inflation has strengthened expectations for a Federal Reserve interest rate cut in April [1] - Reports indicate that Wall Street star fund manager Cathie Wood predicts that Trump may start purchasing Bitcoin as a strategic reserve before the 2026 midterm elections to maintain political momentum and support from cryptocurrency voters [1]

Group 1 - Cryptocurrency concept stocks have shown strong performance, with notable increases in share prices: Boyaa Interactive (00434) up 10.81% to 4.1 HKD, BlueFocus Interactive (08267) up 10% to 0.44 HKD, New Huo Technology Holdings (01611) up 7.09% to 3.17 HKD, and OK Blockchain (01499) up 6.9% to 0.217 HKD [1] - The cryptocurrency market has experienced a significant surge, with Bitcoin rising nearly 5% to surpass 95,000 USD, marking a new high for the year, while Ethereum has increased by over 7% [1] - Recent U.S. economic data shows that the December CPI met expectations, with core CPI year-on-year growth at 2.6%, below the expected 2.7%, and month-on-month growth at 0.2%, below the expected 0.3%, indicating a slowdown in core inflation and bolstering expectations for a potential interest rate cut by the Federal Reserve in April [1] Group 2 - Reports suggest that Wall Street star fund manager Cathie Wood predicts that Donald Trump may begin purchasing Bitcoin as a strategic reserve before the 2026 midterm elections to maintain political momentum and support from cryptocurrency voters [1]

Group 1 - Cryptocurrency concept stocks showed strong performance in the morning session, with notable increases in share prices [1][2] - Blue Ocean Interactive (08267) rose by 18.97%, trading at HKD 0.345 [1][2] - OK Blockchain Chain (01499) increased by 19.13%, trading at HKD 0.218 [1][2] - New Fire Technology Holdings (01611) saw a rise of 9.59%, trading at HKD 2.97 [1][2] - Boya Interactive (00434) experienced a gain of 7.26%, trading at HKD 3.84 [1][2]

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 致：香港交易及結算所有限公司 公司名稱: 新火科技控股有限公司 呈交日期: 2026年1月2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) | 01611 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 900,000,000 | HKD | | 0.001 | HKD | | 900,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 900,000,000 | HKD | | 0.001 | HKD | | 900,000 | 本月底法定/註冊股本總額： HKD ...

新火科技控股（01611.HK）发布截至2025年9月30日止的年度业绩公告，公司在营收实现高速增长同时 录得亏损。 年报显示，公司2025年财年实现总收入86.61亿港元，同比增长451.8%。其中，加密资产交易业务收入 约86.12亿港元，同比增长466.5%。公司表示，营收增长主要源于加密货币OTC交易业务规模的显著扩 大，该业务采取低毛利、放量型策略，旨在快速提升市场影响力。 在营收高速增长同时，公司也录得除税前亏损约963.7万港元，公司拥有人应占亏损约921.2万港元。 公司表示，亏损主要由三大非经营性因素构成：首先是非现金公允价值波动，受市场行情影响录得3651 万港元会计亏损，此项不涉及现金流出；其次是高基数对比效应，2024财年受FTX债权转让产生的8500 万港元大额减值拨回支撑，对比之下本年度利润表现受压制；最后是主动的战略性资本开支，行政费用 支出约1.12亿港元，主要用于引进全球顶尖金融人才以构建私行服务壁垒。若剔除上述一次性及非现金 因素，核心业务经营性亏损已明显收窄。公司将本财年定位为"战略投入年"，通过在人力、合规、产品 体系上的系统性投入，为2026年迈向规模验证期与全球化扩 ...