Core Insights - Huajian Medical (01931) has signed a strategic cooperation framework agreement with BGI CoWin to establish the "Huajian-BGI CoWin Innovative Drug Intellectual Property Tokenization Fund" aimed at investing in Web3 exchange ecosystem projects in Hong Kong and the US [1][6][7] - Following the announcement, Huajian Medical's stock price surged by 15.78%, nearing HKD 5 per share, with a market capitalization reaching HKD 8 billion [3][6] - The fund will address long-standing industry challenges by tokenizing high-value medical assets, allowing ordinary investors access to clinical-stage drug development [6][10] Group 1: Fund Structure and Strategy - The framework agreement outlines that Huajian Medical or its designated entity will act as a limited partner, while BGI CoWin will serve as the general partner responsible for fund management [7] - The fund aims to leverage BGI CoWin's resources in innovative medical projects to select high-quality targets for investment [7][9] - The establishment of the fund coincides with a significant recovery in the innovative drug capital market, with 18 companies in the healthcare sector successfully listing and raising over 18 billion yuan in the first half of the year [7][10] Group 2: Web3 Ecosystem Development - The fund represents a key component of Huajian Medical's "NewCo + RWA + Stablecoin" strategy, which aims to reshape the global value chain of innovative drug assets [8][9] - BGI CoWin will provide comprehensive services from due diligence to transaction design for selected pharmaceutical companies or target assets [9] - Huajian Medical has registered a wholly-owned subsidiary in New York and is applying for stablecoin licenses, positioning itself advantageously in the regulatory landscape [9][10] Group 3: Market Potential and Innovation - The global RWA market is projected to reach USD 16.1 trillion by 2030, representing 10% of global GDP, with innovative drug asset tokenization having inherent advantages [10][11] - The traditional pharmaceutical R&D model faces liquidity challenges, with 80% of funding consumed during clinical stages, excluding ordinary investors [10][11] - Huajian Medical's strategy focuses on the medical innovation drug sector, aiming to create a "global free trading market" for innovative drug assets through its three-tiered structure [10][11] Group 4: Brand Transformation - Huajian Medical announced a brand upgrade alongside the fund's establishment, redefining its core brand "IVD" to emphasize Innovation, Verification, and Development [12][13] - The new logo symbolizes the company's vision of transforming from a medical device distributor to a builder of a decentralized scientific ecosystem [12][13] - The ultimate goal is to enable top-tier medical innovative drug IP to circulate freely like digital currency, creating a positive cycle among capital, R&D, and commercialization [12][13]

Core Viewpoint - 华检医疗 has signed 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," aimed at investing in Web3 exchange ecosystem projects in Hong Kong and the US [1][6]. Group 1: Fund Establishment and Market Context - The newly established fund will be managed by 华大共赢, which will act as the general partner, while 华检医疗 will contribute as a limited partner [7]. - The fund's creation coincides with a significant recovery in the innovative drug capital market, with 18 companies in the healthcare sector successfully listing and raising over 18 billion yuan in the first half of the year [7]. - The innovative drug sector has become a hot investment area, with the 中证港股通创新药指数 increasing by over 124% since the beginning of the year [7]. Group 2: Web3 Strategy and Ecosystem - The fund represents a key component of 华检医疗's "NewCo+RWA+stablecoin" strategy, which aims to reshape the global medical innovation drug asset value chain [9]. - 华大共赢 will provide comprehensive services from due diligence to transaction design for selected innovative pharmaceutical companies or target assets [9]. - The ecosystem includes the "IVDNewCo Exchange" trading platform and the proprietary stablecoin IVD Dollar (IVDD), with regulatory applications already initiated in the US and Hong Kong [9][10]. Group 3: Market Potential and Value Chain Reconstruction - The global RWA market is projected to reach $16.1 trillion by 2030, representing 10% of global GDP, with innovative drug asset tokenization having inherent advantages [11]. - The traditional pharmaceutical R&D model faces liquidity issues, with 80% of funding consumed during clinical phases, excluding ordinary investors [11]. - 华检医疗's approach focuses on the medical innovation drug sector, aiming to create a "global free trading market" through its three-tiered structure [11][12]. Group 4: Brand Transformation - 华检医疗 announced a brand upgrade alongside the fund's establishment, redefining its core brand "IVD" to emphasize Innovation, Verification, and Development [13][14]. - The new logo symbolizes the company's vision of enabling top medical innovation drug IP to circulate freely like digital currency [14][15].

创梦天地(01119)再涨8.7%，公司引入Playrix战略投资，或为布局《卡拉比丘》海外发行。 康方生物(09926)涨3%再创新高，依沃西联合方案治疗IO耐药NSCLC三期临床完成首例给药。 智通财经APP获悉，港股恒生指数跌1.07%，跌270点，报24906点；恒生科技指数涨0.34%。港股早盘成 交1672亿港元。 AI概念股走势强劲，近期AI应用迎来多重催化，机构称下半年AI主线具充分投资机遇。美图公司 (01357)涨15.26%；金蝶国际(00268)涨11.70%；汇量科技(01860)涨8.59%；金山云(03896)涨10.14%；快 手-W(01024)涨8.98%；粉笔（02469）涨7.91%。 伟仕佳杰(00856)涨2.88%，公司东南亚业务形成多元布局，机构指其当前估值具备显著上行空间。 三生制药(01530)涨超5%，SSGJ-707出海绑定辉瑞，海外估值提升潜力巨大。 锦欣生殖(01951)盘中涨6.48%，政策红利逐步释放，公司为民营辅助生殖龙头。 铜业股全线走低，特朗普宣布对进口半成品铜等征50%关税，纽铜创下历史最大单日跌幅。紫金矿业 (02899)跌4.93%； ...

Group 1 - Company shares of 华检医疗 (01931) have increased over 15%, with a cumulative rise of more than 120% in the month [1] - As of the report, the stock price is at 4.91 HKD, with a trading volume of 13.82 million HKD [1] - The company announced a strategic cooperation framework agreement with 华大共赢 to establish the IVD-BGI CoWin innovation drug intellectual property tokenization fund [1] Group 2 - The fund will invest in projects under the NewCo + RWA Web3 exchange ecosystem in Hong Kong, the US, or other overseas regions [1] - 华大共赢, initiated by the biotechnology leader 华大基因, has extensive investment experience and project resources in the innovative medical and pharmaceutical fields [1] - The company aims to address the pharmaceutical industry's pain points, where new drug development takes 10 years and 80% of funding is spent in clinical stages, by allowing ordinary investors access to high-value medical assets through RWA technology [1] Group 3 - The solution involves converting high-value medical assets, such as phase II clinical ADC drugs and gene therapy patents, into tradable digital certificates [1] - The goal is to become the "Nasdaq + Uniswap" in the medical RWA field, ensuring compliance while achieving decentralized liquidity [1]

Group 1 - Company shares of 华检医疗 (01931) have increased over 15%, with a cumulative increase of over 120% in the month [1] - As of the report, the stock price is at 4.91 HKD, with a trading volume of 13.82 million HKD [1] - 华检医疗 has announced a strategic cooperation framework agreement with 华大共赢 to establish the IVD-BGI CoWin innovation drug intellectual property tokenization fund [1] Group 2 - The IVDNewCo Exchange is a Web3 trading ecosystem aimed at addressing pain points in the pharmaceutical industry, where new drug development takes 10 years and 80% of funding is spent in clinical stages [2] - The solution involves converting high-value medical assets, such as phase II clinical ADC drugs and gene therapy patents, into tradable digital certificates using RWA technology [2] - The goal is to become the "Nasdaq + Uniswap" of the medical RWA field, ensuring compliance while achieving decentralized liquidity [2]

Group 1 - The company has entered into a strategic cooperation framework agreement with BGI CoWin to establish an innovative drug intellectual property tokenization fund [1] - The fund will invest in projects under the NewCo+RWA Web3 exchange ecosystem model in Hong Kong, the United States, or other overseas regions [1] - BGI CoWin will act as the general partner responsible for managing the NewCo innovative drug RWA fund, while the company will contribute as a limited partner [1] Group 2 - The strategic cooperation aims to enhance the company's business layout through a tripartite strategy of "NewCo+RWA+stablecoin" [2] - This collaboration is expected to strengthen the company's role in reshaping the global medical innovative drug asset value chain [2]

Core Viewpoint - The company has entered into a strategic cooperation framework agreement with BGI CoWin to establish an innovative drug intellectual property tokenization fund, aiming to enhance its role in reshaping the global medical innovation drug asset value chain [1][2] Group 1: Strategic Cooperation - The agreement involves the company and BGI CoWin collaborating to create the IVD-BGI CoWin fund, which will invest in projects under the NewCo + RWA Web3 exchange ecosystem model [1] - The company will act as a limited partner contributing to the fund, while BGI CoWin will serve as the general partner responsible for managing the fund [1] - BGI CoWin will identify high-quality innovative pharmaceutical companies or target assets that align with the company's strategic needs and provide services such as project promotion, due diligence, financing coordination, and transaction design [1] Group 2: Business Expansion Strategy - The board believes that this strategic cooperation will advance the company's business expansion through a three-pronged strategy of "NewCo + RWA + stablecoin" [2] - This approach is expected to strengthen the company's position in the global medical innovation drug asset value chain [2]

智通财经APP讯，华检医疗(01931)发布公告，为配合集团于2025年7月17日及20日公告的"NewCo+RWA"Web3交易所生态战略(IVDNewCo Exchange及IVDD 稳定币计划)，彰显向"全球医疗创新价值链-去中心化科学生态构建者"的战略转型，董事会欣然宣布以下重大品牌升级举措： 1、对核心品牌"IVD"slogan进行战略级内涵焕新 基于华检医疗新战略的全域视角，公司董事会宣布以Innovation(创新)、Verification(验证)、Development(发展)作为slogan，重新定义集团"IVD"品牌内核。 新标志将印制于公司相关公司文件(包括但不限于中期及年度报告、公告、通函、通告、股票及新闻稿)及将于公司网站展示。 3、同步上线全新官方网站(ivd.xyz) 2、即日起正式启用全新企业标志(新LOGO) 公司已采纳新标志，以符合公司及其附属公司新的企业形象，自2025年7月30日起生效。公司的旧标志及新标志载列如下，以供识别： ...

华检医疗(01931)发布公告，为配合集团于2025年7月17日及20日公告的"NewCo+RWA"Web3交易所生态战略(IVDNewCo Exchange及IVDD稳定币计划)，彰显 向"全球医疗创新价值链-去中心化科学生态构建者"的战略转型，董事会欣然宣布以下重大品牌升级举措： 1、对核心品牌"IVD"slogan进行战略级内涵焕新 基于华检医疗新战略的全域视角，公司董事会宣布以Innovation(创新)、Verification(验证)、Development(发展)作为slogan，重新定义集团"IVD"品牌内核。 2、即日起正式启用全新企业标志(新LOGO) 公司已采纳新标志，以符合公司及其附属公司新的企业形象，自2025年7月30日起生效。公司的旧标志及新标志载列如下，以供识别： 新标志将印制于公司相关公司文件(包括但不限于中期及年度报告、公告、通函、通告、股票及新闻稿)及将于公司网站展示。 3、同步上线全新官方网站(ivd.xyz) ...

2、即日起正式启用全新企业标志(新LOGO) 格隆汇7月30日丨华检医疗(01931.HK)公告，集团自愿作出，旨在向公司股东及潜在投资者披露集团品 牌形象升级及数字化入口焕新的最新进展。为配合集团于2025年7月17日及20日公告 的"NewCo+RWA"Web3交易所生态战略(IVDNewCo Exchange及IVDD稳定币计划)，彰显向"全球医疗创 新价值链－去中心化科学生态构建者"的战略转型，董事会欣然宣布以下重大品牌升级举措： 1、对核心品牌"IVD"slogan进行战略级内涵焕新 基于华检医疗新战略的全域视角，公司董事会宣布以Innovation(创新)、Verification(验证)、 Development(发展)作为slogan，重新定义集团"IVD"品牌内核。 新标志将印制于公司相关公司文件(包括但不限于中期及年度报告、公告、通函、通告、股票及新闻稿) 及将于公司网站展示。 3、同步上线全新官方网站(ivd.xyz) 公司已采纳新标志，以符合公司及其附属公司新的企业形象，自2025年7月30日起生效。公司的旧标志 及新标志载列如下，以供识别： ...