Core Viewpoint - The recent approval of the Stablecoin Bill by the Hong Kong Legislative Council aims to establish a licensing system for fiat-backed stablecoin issuers, enhancing regulatory clarity and support for the virtual asset ecosystem. Group 1: Regulatory Environment - The global regulatory stance is shifting, with the U.S. gradually loosening its pilot policies on stablecoins, allowing certain states to operate ahead of broader regulations. Hong Kong has also announced plans to regulate three categories of stablecoins, supporting and standardizing the virtual asset ecosystem [4]. - The regulatory landscape is evolving, with Hong Kong's Monetary Authority and U.S. regulators receiving stablecoin applications from Huajian Medical, positioning the company to capitalize on regulatory opportunities [3]. Group 2: Business Model and Growth Potential - The success of integrating stablecoin structures with real-world asset (RWA) medical assets will determine Huajian Medical's transition from a "medical service exporter" to a "medical fintech platform." If successful, it could become the first Hong Kong-listed company to achieve a true "medical RWA + Web3" closed loop [2]. - The dual licensing path is significant as it not only provides a channel for token issuance but also serves as a crucial bridge for global capital to enter the medical RWA market. This dual license can enhance multi-market payment connectivity and credibility [5]. Group 3: Strategic Partnerships - International partners are more inclined to engage with platforms that possess regulatory licenses. Huajian Medical is planning to introduce compliant structured financing tools and design different channels for U.S. and Hong Kong fund clients [6].
Web3赋能医疗融资，华检医疗（01931.HK）或成全球首家创新药稳定币公司