【主题演讲】谭水莲《上市公司如何布局RWA》

Core Viewpoint - The article discusses the development of Real World Assets (RWA) in the context of the blockchain industry, highlighting the increasing interest and participation of listed companies in this area due to supportive government policies in Hong Kong [5][7][12]. Group 1: Event Overview - The Global Cultural and Tourism RWA Development Summit was held at the Ritz-Carlton Hotel in Hong Kong on August 17, 2025, organized by the Hong Kong Blockchain Technology Application Association and other companies [2]. - Tan Shuilian, a director at a subsidiary of the China Supply Chain Industry Group and former head of blockchain data at Tencent, delivered a speech on how listed companies can layout RWA [2][5]. Group 2: Company Background - The listed company discussed was established in 2014 and is regulated by the Hong Kong Stock Exchange, focusing on building maintenance and renovation services, with current revenue of 500 million HKD and cash reserves exceeding 1.4 billion HKD [6][12]. Group 3: Policy Background - The Hong Kong government has been developing policies and regulations related to virtual assets from 2018 to 2025, which has encouraged listed companies to engage in RWA [7]. - Various policy declarations have been issued, including the recognition of tokenization and the introduction of a sandbox plan for virtual assets [7][8]. Group 4: RWA Layout Strategies - The company is exploring several strategies for RWA layout, including establishing dedicated departments, forming strategic partnerships, and raising funds through share placements [9][11]. - Examples of successful RWA initiatives include Coolpad's establishment of an RWA division, which led to a 39.66% increase in stock price [9]. Group 5: Market Potential - The blockchain market has seen significant growth, with daily trading volumes on major exchanges exceeding 100 billion USD, indicating a robust investment environment [8][10]. - The market capitalization of blockchain has grown substantially from 2014 to 2025, highlighting the potential for listed companies to tap into this lucrative sector [8][10]. Group 6: Future Outlook - The company aims to leverage its assets, such as real estate and renewable energy, to implement RWA solutions, thereby expanding its market reach [10][12]. - Strategic investments and mergers are also being considered to enhance the company's position in the blockchain market [11].