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% or 225.64 points, closing at 24,733.45 points, with a total turnover of HKD 2,346.82 million [1] - The Hang Seng Tech Index performed well, increasing by 1.55% to 5,481.25 points, indicating a healthy overall upward trend in the market driven by improving fundamentals and positive policy expectations [1] Blue Chip Performance - New Oriental Education (02057) led blue-chip stocks, rising by 6.49% to HKD 36.58, contributing 2.7 points to the Hang Seng Index. The company reported a 9.4% year-on-year revenue growth for the fourth fiscal quarter, 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 surged due to lower-than-expected U.S. non-farm payroll data, with Shandong Gold (01787) rising by 10.7% and Chifeng Jilong Gold (06693) up 8.89% [3] - Semiconductor stocks also saw significant gains, with Hua Hong Semiconductor (01347) increasing by 8.69% and Shanghai Fudan (01385) up 5.66%, driven by ongoing AI demand and domestic substitution expectations [4] Stablecoin Sector - Stablecoin concept stocks continued to decline, with Yunfeng Financial (00376) down 6.91% and Guotai Junan International (01788) down 6.48%. The recent implementation of the Stablecoin Regulation in Hong Kong has led to stricter licensing requirements, delaying the issuance of licenses until early 2026 [5][6] Notable Stock Movements - InnoCare (02577) saw a significant increase of 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 to establish a fund for innovative drug tokenization [8] - Conversely, China Resources Medical (01515) fell by 15.58% due to a profit warning indicating a potential 20% to 25% decline in profit for the upcoming six months [9] Earnings Reports - Xinjiang Xinmin Mining (03833) issued a profit warning, expecting a 50.8% decline in net profit compared to the previous year, despite a slight increase in revenue [10]

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]

华检医疗控股有限公司于2016年01月15日根据开曼群岛法注册成立,其主要业务为投资控股。集团在中 国香港设有三家子公司,威士达医疗有限公司、中华检验国际有限公司及艾维德(中国)有限公司。三家子 公司在中国大陆各设有子公司或分公司,在全国各主要城市设有办事处。公司拥有超700名员工,主要从事 研发、生产、销售体外诊断的医疗仪器及耗材,业务遍布中国及中国香港。从1993年创立威士达医疗有 限公司,公司专注体外诊断业务,经过二十多年的发展,公司现已成为中国领先的体外诊断业务的专业公司, 为中国检验界提供超值产品及服务。 （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 来源：金融界 截至8月4日收盘，华检医疗（01931.HK）报5.480港元，较上个交易日上涨20.7%，当日盘中最高价触 及5.500港元，创近一年新高。 资金流向方面，当日主力流入NaN万港元，流出NaN万港元，净流入805.45万港元。 ...

Core Viewpoint - 华检医疗's stock price has surged nearly 13% in the afternoon, with a cumulative increase of over 130% in the past two weeks, reflecting strong market interest and strategic developments [1] Group 1: Strategic Developments - 华检医疗 has announced a strategic cooperation framework agreement with 华大共赢 to establish the 华检华大共赢创新药知识产权代币化基金 (IVD-BGI CoWin), which will invest in projects under the NewCo + RWA Web3 exchange ecosystem in Hong Kong, the US, or other overseas regions [1] - The fund is initiated by 华大基因, a leader in biotechnology, which brings years of investment experience and project resources in the innovative medical and pharmaceutical sectors [1] Group 2: Market Performance - Following the announcement of a dual primary listing in the US on July 14 and the launch of a new brand logo on July 30, 华检医疗's market capitalization has increased from 3.6 billion to nearly 8 billion HKD [1] - The company has positioned itself as a "new species" in the capital market through a combination of "stablecoins + medical RWA," indicating a significant shift in traditional medical finance [1] Group 3: Future Prospects - Applications for stablecoin licenses in New York and Hong Kong are ongoing, and the listing on Nasdaq has yet to occur, suggesting potential future growth and opportunities for 华检医疗 [1] - The strategic actions taken in July are likened to a surgical strike, utilizing Web3 technology to transform innovative pharmaceutical assets into "digital gold" on the blockchain [1]

Group 1 - The core point of the article is that Huajian Medical (1931.HK) has seen a significant stock price increase, rising 18.28% to reach a historical high of 5.36 HKD, with a total market capitalization of 8.698 billion HKD [1] - Since July 15, the stock has accumulated a rise of over 165% [1] - The company announced a strategic cooperation framework agreement with BGI CoWin (Shenzhen) Equity Investment Fund Management Co., Ltd., to jointly establish the Huajian BGI CoWin Innovation Drug Intellectual Property Tokenization Fund (IVD-BGI CoWin) [1] Group 2 - The fund will invest in projects under the company's NewCo+RWA Web3 exchange ecosystem operation model [1]

Core Viewpoint - 华检医疗 (1931.HK) has experienced a significant stock price increase, rising 18.28% to reach a historical high of 5.36 HKD, with a total market capitalization of 8.698 billion HKD. Since July 15, the stock has accumulated a gain of over 165% [1] Group 1 - The company has entered into a strategic cooperation framework agreement with 华大共赢 (Shenzhen) Equity Investment Fund Management Co., Ltd. [1] - The partnership aims to establish the 华检华大共赢 Innovation Drug Intellectual Property Tokenization Fund (IVD-BGI CoWin) [1] - The fund will invest in projects under the company's NewCo+RWA Web3 exchange ecosystem operation model [1]

Core Viewpoint - Huajian Medical (01931) has seen a significant stock price increase, with a rise of nearly 13% in the afternoon and a cumulative increase of over 130% in the past two weeks, reflecting strong market interest and strategic developments [1] Group 1: Strategic Developments - Huajian Medical has entered into a strategic cooperation framework agreement with BGI CoWin to establish the IVD-BGI CoWin Innovation Drug Intellectual Property Tokenization Fund, which will invest in projects under a NewCo + RWA Web3 exchange ecosystem model [1] - BGI CoWin, initiated by the biotechnology leader BGI Genomics, brings years of investment experience and project resources in the fields of innovative medicine and drugs [1] Group 2: Market Performance - The company's market capitalization has surged from HKD 3.6 billion to nearly HKD 8 billion following a series of strategic actions, including the announcement of a dual primary listing in the U.S. and the launch of a new brand logo [1] - The combination of "stablecoins + medical RWA" has positioned Huajian Medical as a "new species" in the capital market, indicating a transformative approach to traditional medical finance [1] Group 3: Future Prospects - Applications for stablecoin licenses in New York and Hong Kong are ongoing, and the listing on NASDAQ has yet to occur, suggesting potential future growth and expansion opportunities for the company [1] - The strategic maneuvers in July are likened to a surgical operation, aiming to leverage Web3 technology to convert innovative medical drug assets into "digital gold" on the blockchain [1]

Group 1 - Huajian Medical (01931) saw its stock price increase by nearly 13%, with a cumulative rise of over 130% in the past two weeks, reaching 5.12 HKD per share and a trading volume of 9.56 million HKD [1] - The company announced a strategic cooperation framework agreement with BGI CoWin to establish an innovative drug intellectual property tokenization fund, which will invest in projects under the NewCo+RWA Web3 exchange ecosystem in Hong Kong, the US, or other overseas regions [1] - BGI CoWin, initiated by the biotechnology leader BGI Genomics (300676), has extensive domestic and international investment experience and project resources in the fields of innovative medicine and drugs [1] Group 2 - Huajian Medical's market capitalization surged from 3.6 billion HKD to nearly 8 billion HKD due to seven strategic actions taken in July, including a dual primary listing announcement in the US and the launch of a new brand logo [2] - The company is positioning itself as a "new species" in the capital market through a cross-industry combination of "stablecoins + medical RWA" [2] - Ongoing applications for stablecoin licenses in New York and Hong Kong, along with the upcoming Nasdaq listing, signify the company's strategic thrust into transforming traditional medical finance by turning innovative drug assets into on-chain "digital gold" [2]

Core Viewpoint - Huajian Medical has transformed from an IVD distributor to a "medical innovation drug chain investment bank" within 18 days, driven by a series of strategic actions and market enthusiasm, resulting in a significant increase in market capitalization from 3.6 billion to nearly 8 billion HKD [1][7]. Group 1: Strategic Actions - On July 14, Huajian Medical announced its plan for a dual primary listing on NASDAQ to expand its international shareholder base [4]. - Three days later, the company introduced the world's first medical innovation drug RWA exchange, IVDNewCo Exchange, along with a supporting stablecoin, IVDDollar (IVDD) [4]. - The establishment of a wholly-owned subsidiary, IVD GROUP INC., in New York was completed on July 20, with applications for stablecoin licenses submitted to the SEC and CFTC [4]. - From July 23 to 28, the company executed three high-priced buybacks, spending over 6.13 million HKD to repurchase 1.721 million shares, with average transaction prices rising from 3.16 HKD to 3.67 HKD [4]. - On July 29, the subsidiary Weida secured a multi-million HKD revolving loan led by East Asia Bank, showcasing financial institutions' endorsement of the company's development [4]. - A brand strategy upgrade was announced on July 30, with a new logo and a redefined brand essence of "Innovation-Verification-Development" [4]. - The same day, a partnership was formed with BGI's CoWin to establish an innovative drug intellectual property tokenization fund, facilitating the last mile of medical asset blockchain integration [4]. Group 2: Market Dynamics - The innovative drug industry is experiencing a value reassessment, with 48 out of 93 new drugs approved by the drug regulatory agency in 2024 being innovative drugs, and the scale of outbound licensing transactions soaring to 51.9 billion USD [8]. - As of July 29, the China Securities Hong Kong Stock Connect Innovative Drug Index has risen over 124% from its low point at the beginning of the year, with 16 innovative drug funds doubling their returns [8]. - The global regulatory landscape for stablecoins is evolving, with the U.S. "Genius Act" and Hong Kong's stablecoin regulations coming into effect, establishing a compliance network across Europe, the U.S., and Asia [8]. Group 3: Valuation Revolution - Following the announcement of the dual listing on July 14, Huajian Medical's stock price began a rapid ascent, with a cumulative increase of 75.1% from July 14 to 21 [9]. - On July 31, the stock price peaked at 4.99 HKD, marking a 15.78% increase for the day, and pushing the market capitalization to 8 billion HKD [9]. - The company's valuation is shifting from a traditional IVD distributor's sales multiple to an ecological premium associated with the medical RWA exchange [9]. Group 4: Future Outlook - Huajian Medical aims to become a leader in the medical RWA sector, akin to NASDAQ for medical asset tokenization, Visa for stablecoin payment scenarios, and Apple for integrating technology, assets, and capital into a closed loop [12]. - The global RWA market is projected to reach 16.1 trillion USD by 2030, with stablecoin transaction volumes expected to surpass Visa in 2024 [10]. - The company's strategy involves creating a closed-loop ecosystem that captures innovative drug pipelines, facilitates RWA tokenization, and enables payment settlements through IVDD stablecoin [10].

Core Viewpoint - The rapid transformation of Huajian Medical into a "new species" in the capital market is driven by its strategic actions, including a dual primary listing in the U.S. and the launch of innovative financial products, resulting in a significant increase in market capitalization from 3.6 billion to nearly 8 billion HKD within a month [1][4][9]. Group 1: Strategic Actions - On July 14, Huajian Medical announced its plan for a dual primary listing on NASDAQ to expand its international shareholder base [4]. - Three days later, the company introduced the world's first medical innovation drug RWA exchange, IVDNewCo Exchange, along with a stablecoin, IVDDollar [5]. - The establishment of a wholly-owned subsidiary, IVD GROUP INC., in New York was announced on July 20, alongside applications for stablecoin licenses to the SEC and CFTC [5]. - From July 23 to 28, the company executed three high-priced share buybacks, spending over 6.13 million HKD to repurchase 1.721 million shares, with average transaction prices rising from 3.16 HKD to 3.67 HKD [5]. - On July 29, the subsidiary Weishida secured a multi-hundred million HKD revolving loan led by East Asia Bank, indicating strong backing from financial institutions [5]. - A brand strategy upgrade was announced on July 30, featuring a new logo symbolizing "innovation-validation-development" [5]. - The same day, a partnership with BGI Group was established to create an innovative drug intellectual property tokenization fund, enhancing the integration of medical assets on the blockchain [5]. Group 2: Market Dynamics - The innovative drug industry is experiencing a value reassessment, with 48 out of 93 new drugs approved by the drug regulatory agency in 2024 being innovative drugs, and the scale of outbound licensing transactions soaring to 51.9 billion USD [10]. - As of July 29, the China Securities Hong Kong Stock Connect Innovative Drug Index has risen over 124% from its low point at the beginning of the year, with 16 innovative drug funds doubling their returns [10]. - The global regulatory landscape for stablecoins is evolving, with the U.S. "Genius Act" and Hong Kong's stablecoin regulations coming into effect, establishing a compliance network across Europe, the U.S., and Asia [10]. Group 3: Valuation Revolution - Following the dual listing announcement on July 14, Huajian Medical's stock price surged, with a cumulative increase of 75.1% from July 14 to 21, and a peak price of 4.99 HKD per share on July 31, pushing its market capitalization to 8 billion HKD [11]. - The company's valuation is shifting from traditional IVD distribution metrics to a premium associated with its new role as a medical RWA exchange [11]. Group 4: Future Outlook - The global RWA market is projected to reach 16.1 trillion USD by 2030, with stablecoin transaction volumes expected to surpass Visa's by 2024 [12]. - Huajian Medical aims to create a closed-loop ecosystem, capturing innovative drug pipelines, tokenizing RWA, and facilitating payments through its stablecoin [12]. - The company aspires to become a leader in the medical RWA sector, akin to NASDAQ for asset tokenization, Visa for stablecoin payments, and Apple for integrating technology and capital [14].