Core Insights - The rapid development of AI and blockchain technology, along with the steady advancement of global stablecoin support policies, is driving the Web3.0 industry into a phase of explosive growth, particularly in the Real World Assets (RWA) sector, which is expected to create trillion-dollar market opportunities [1][2]. Industry Overview - RWA refers to the digitization of real-world physical or financial assets, utilizing blockchain and smart contract technology to create a digital representation of underlying asset values in a virtual environment [2]. - The rise of RWA is attributed to the maturity of Web3.0 technology and the flourishing development of the metaverse, which is built on decentralized ecosystems [2][3]. - By 2030, the global RWA asset total is projected to exceed $16 trillion, representing about 10% of global GDP, indicating a significant market potential [1][3]. Company Strategy - China Smart Technology (01796) is strategically entering the AI and blockchain sectors, having signed a strategic cooperation agreement with Yidian Zhizhi and acquired 51% of its shares to enhance its capabilities in these areas [1][6]. - The company is focusing on various industries, including renewable energy, pharmaceuticals, industrial manufacturing, and agriculture, to deploy its digital asset platform [6][7]. - Recent collaborations with companies in the energy and healthcare sectors demonstrate the company's commitment to leveraging RWA opportunities and enhancing its digital service ecosystem [6][7]. Market Trends - The RWA sector is expected to see a surge in demand for underlying technology services, as the need for blockchain platforms to support asset tokenization grows [5]. - Regulatory frameworks are being established globally, with regions like Hong Kong leading the way in developing policies that support RWA tokenization and digital asset ecosystems [4][5]. - The integration of RWA into various industries is accelerating, with significant interest from major companies in adopting RWA-related strategies through partnerships and investments [3][4]. Future Outlook - The rapid transformation of China Smart Technology from a traditional home decoration company to a digital service platform reflects its proactive approach to capitalize on the RWA market and digital asset trends [8]. - The convergence of Web3.0 and the metaverse, supported by favorable policies, is expected to drive substantial growth in the RWA sector, creating a multi-trillion-dollar market opportunity [1][8].
顺势而为迎RWA赛道风口，中国数智科技加码转型构建数字服务生态