港股概念追踪 | 香港拟引入虚拟资产衍生品交易 RWA产业链迎来爆发期(附概念股）

Group 1 - Hong Kong's Financial Secretary is considering introducing virtual asset derivatives trading for professional investors, along with robust risk management measures [1] - The second policy declaration on virtual assets will outline the next steps, including integrating traditional financial services with technological innovations in the virtual asset space [1] - The introduction of virtual asset derivatives is expected to enhance institutional trading demand and market liquidity, thereby increasing the attractiveness of Hong Kong's capital markets [1][2] Group 2 - The Securities and Futures Commission (SFC) aims to develop Hong Kong as a global virtual asset hub, targeting professional investors with assets above HKD 8 million for hedging and arbitrage needs [2] - The market for tokenized real-world assets (RWA) is projected to grow significantly, with a 120% year-on-year increase expected by Q1 2025 [2] - Boston Consulting Group forecasts that the global market for tokenized assets will exceed USD 16 trillion by 2030 [2] Group 3 - RWA is diversifying into various asset types, including carbon credits and lithium resources, with notable projects like the forestry carbon credit tokenization in Xiong'an [3] - The integration of AI and blockchain is enhancing asset pricing, risk assessment, and cash flow forecasting, improving RWA management efficiency [3] - There is a push for a collaborative global regulatory framework to facilitate cross-border RWA flows, particularly in the Guangdong-Hong Kong-Macao Greater Bay Area [3] Group 4 - Hongye Futures holds licenses for securities and futures trading, and its asset management arm is authorized to manage investment funds, including virtual assets [4] - Boya Interactive has increased its Bitcoin holdings, purchasing approximately 100 BTC for about USD 7.95 million, bringing its total to around 3,350 BTC [4] - New Fire Technology Holdings, formerly known as Huobi Technology, is a leading global cryptocurrency platform providing virtual asset trading and technology solutions [4] Group 5 - OSL Group reported that three Bitcoin spot ETFs in Hong Kong achieved a total trading volume of approximately HKD 1.2 billion in November 2024, marking a historical monthly high [5] - The collaboration between OSL Group and other funds resulted in a significant portion of the trading volume, indicating strong market interest in Bitcoin ETFs [5]