中国供应链产业(03708)发布公告，本公司于2025年12月15日(交易时段后)与黄金能源公司 (GoldEnergyCo.)(黄金能源)签署了黄金数位资产战略合作框架协定(框架协定)，涉及真实世界资产 (RWA)领域及黄金数位资产项目的潜在合作。 根据框架协定，本次合作根植于本集团与黄金能源拟建立的长期稳固的业务关系。双方借此建立定期的 黄金原料及产品供应链往来，积累互信与对彼此资产品质、营运合规性的高度认可。黄金能源在全球黄 金及关键矿产领域佔据重要地位，而黄金能源公司作为该领域的活跃参与者，其资产具备国际公认的高 标准与透明度，为RWA代币化提供了理想的底层资产。 当前，全球金融科技正经历以RWA为核心的结构性变革。通过区块链技术将黄金这类具有稳定内在价 值的实物资产进行数位化确权和分割，能极大提升其流动性，为全球投资者提供一个透明、高效且锚定 实体经济的全新投资管道。本集团精准把握此趋势，拟将传统的供应链合作扩展至数位金融合作层面。 基于上述共识，本集团与黄金能源公司已达成框架协定，拟共同开发以实物黄金为支撑的RWA数字资 产，并拟推出首期专案-"HUGToken"。该简称深度融合了本集团(Hong ...

Core Viewpoint - The company has entered into a non-binding memorandum of understanding with Coinvex Limited for a potential strategic investment in a platform focused on real-world assets (RWA) [1] Group 1: Investment Details - The memorandum involves a potential investment in CoinVEX, which operates a digital asset platform with two main business areas: digital asset trading and AI quantitative investment services [1] - The digital asset trading business provides a regulated framework for trading digital assets, while the AI quantitative investment business utilizes algorithms for investment strategies and asset management [1] Group 2: Strategic Direction - The company is actively transitioning towards AI digital humans and RWA sectors, exploring innovative measures to enhance competitiveness and shareholder value [1] - The board believes that the digital currency and RWA sectors are rapidly developing, aligning with global financial market innovation trends [1] - This potential investment aligns with the company's strategy to explore digital business opportunities and diversify its operations, marking a key step in implementing its Web4.0 digital finance strategy [1] Group 3: Expected Outcomes - The potential investment is expected to allow the company to enter a high-growth digital finance sector [1] - It aims to create new profit growth points through AI quantitative technology and trading platforms [1] - The investment is anticipated to enhance the company's overall competitiveness in the digital asset ecosystem, creating long-term value for shareholders [1]

Core Points - The company announced a cooperation framework agreement with Guangdong Tianyi Ma Digital Energy Co., Nano Labs Ltd, and Spectra Digital Technology Group to create a Real World Asset (RWA) ecosystem focused on tokenizing high-quality photovoltaic new energy assets [1][2] - The framework agreement aims to integrate core capabilities in new energy technology, digital finance technology, and asset management to develop the RWA ecosystem [1] - The company will support the issuance of new energy asset RWAs, while Spectra Digital will take on core compliance responsibilities and coordinate resources to ensure orderly project execution [1] Strategic Alignment - The signing of the framework agreement aligns with the company's strategic plan to enter the RWA sector [2] - Through collaboration with partners, the company aims to enhance its expertise and project execution efficiency in the RWA field [2] - The board believes that potential cooperation will accelerate the company's participation in the digital asset and Web3 industries [2]

Core Viewpoint - The company has entered into a framework agreement to create a Real World Asset (RWA) ecosystem focused on tokenizing high-quality photovoltaic renewable energy assets [1][2] Group 1: Framework Agreement Details - The framework agreement involves collaboration between the company, Guangdong Tianyi Digital Energy Co., Ltd., Nano Labs Ltd., and Spectrum Digital Technology Group [1] - The main responsibilities of the company include providing support for the issuance of renewable energy asset RWAs [1] - Spectrum Digital will take on core compliance responsibilities for potential RWA projects, coordinating resources and establishing financing structures [1] Group 2: Strategic Implications - The signing of the framework agreement aligns with the company's strategic plan to enter the RWA sector [2] - Through collaboration with partners, the company aims to enhance its expertise and project execution efficiency in the RWA field [2] - The board believes that potential cooperation will accelerate the company's participation in the digital asset and Web3 industries [2]

Group 1 - The "Hong Kong Stock Liquidity Global Digital Summit" was held in Hong Kong, focusing on topics such as the reshaping of stock liquidity, compliance with Real World Assets (RWA), and cross-border settlement efficiency [1][2] - The recent enactment of Hong Kong's Stablecoin Regulation is seen as a significant move that is expected to accelerate the integration of traditional enterprises with digital finance, enhancing Hong Kong's position as an international financial center and a digital finance hub [1] - The integration of decentralized and multi-centered mechanisms is identified as a key approach to overcoming the bottlenecks in cross-border liquidity for Hong Kong stocks, providing new pathways to enhance market vitality [1] Group 2 - The chairman of Deep Science Digital Investment Group emphasized that the construction of payment systems and financial technology infrastructure is crucial for connecting traditional financial markets with the Web 3.0 ecosystem, highlighting the need for a solid infrastructure foundation for efficient interconnectivity [2] - Participants discussed various topics including liquidity structure, compliance regulation, and asset pricing, with many expressing that Hong Kong is accelerating the improvement of digital financial infrastructure, and the combination of RWA and blockchain technology offers new ideas for enhancing capital efficiency [2]

Core Viewpoint - China Real Estate Investment (00736) saw a significant stock price increase of nearly 43%, closing at 0.8 HKD with a trading volume of 9.1734 million HKD, following the announcement of a new CEO for its subsidiary [1] Group 1: Company Developments - The company announced the appointment of Zheng Huajiang as the CEO of its subsidiary, effective September 9, 2025 [1] - Zheng Huajiang will focus on researching the feasibility of integrating real-world assets (RWA) and related businesses with the company's existing operations [1] - The company believes that the market for blockchain and WEB3 applications has matured, presenting a new potential sector in real-world assets [1] Group 2: Market Outlook - The company is optimistic that Zheng Huajiang's expertise will enhance its understanding and assist in future expansions within the real-world asset sector [1]

Core Viewpoint - The company, Yuan Zheng Technology (02488), is strategically positioning itself to leverage its existing business and technology in the Real World Asset (RWA) sector, focusing on assetization of equipment and related RWA applications [1] Group 1: Business Strategy - The company plans to utilize its extensive experience in blockchain and automotive data, having filed over 300 blockchain-related patents and connected with over 390 million vehicles globally through automotive diagnostic equipment [1] - The strategy includes exploring the feasibility of RWA applications based on a selection of high-end product lines, such as PAD series automotive diagnostic devices, new energy vehicle maintenance equipment, ADAS calibration equipment, and four-wheel alignment equipment [1] Group 2: Development Initiatives - The company aims to establish technical solutions, hire additional R&D personnel, and collaborate with technology partners to develop and deploy a technical platform [1] - There is also a consideration to apply for relevant business pilot projects under compliance conditions [1]

Core Viewpoint - The company, Yuan Zheng Technology (02488.HK), is planning to leverage its existing business and technology in the Real World Asset (RWA) sector to promote assetization of equipment and related RWA applications [1] Group 1: Business Strategy - The company has a strong foundation in blockchain and automotive data, having applied for over 300 blockchain-related patents [1] - It has established connections with over 390 million vehicles globally through automotive diagnostic equipment [1] - The company aims to explore the feasibility of RWA applications based on a selection of high-end product series, including PAD series automotive diagnostic equipment, new energy vehicle maintenance equipment, ADAS calibration equipment, and four-wheel alignment equipment [1] Group 2: Development Plans - The company plans to develop technical solutions, hire additional R&D personnel, and collaborate with technology partners to create and deploy a technology platform [1] - It will consider applying for relevant business pilot projects under compliance requirements [1]

Group 1 - The core viewpoint of the announcement is that SenseTime-W (00020.HK) has successfully completed the subscription and placement agreements as of July 31, 2025, with all conditions met [1] - The company has subscribed for a total of 1,666,667,000 shares at a subscription price of HKD 1.50 per share, representing approximately 4.58% of the issued B shares and 4.50% of the total issued shares prior to completion [1] - After the issuance of the subscribed shares, the proportion of issued B shares will be approximately 4.38% and the total issued shares will be approximately 4.31% [1] Group 2 - The net proceeds from the subscription amount to approximately HKD 2,498 million, which the company plans to use primarily to support its core business development [2] - The funds will be allocated to building an industry-leading AI cloud, expanding the scale and scenario coverage of SenseTime's AI infrastructure, and supporting the research and development of generative AI [2] - The company aims to commercialize applications in vertical scenarios, explore technology integration in innovative vertical fields, and enhance risk control and settlement applications in digital finance using AI large models [2]

Group 1 - Hong Kong Stock Exchange is considering shortening the settlement cycle from "T+2" to "T+1" to enhance liquidity and accelerate capital turnover [1] - The U.S. House of Representatives passed a significant bill regulating "stablecoins," marking a step towards integrating digital assets into the mainstream financial system [2] - The Nasdaq China Golden Dragon Index rose by 1.2%, with notable gains in U.S. stocks, including Nvidia, which reached a market capitalization of over $4.2 trillion [3] Group 2 - BlackRock reported that over 20% of its clients are considering reducing exposure to the U.S. market and dollar assets, with a focus on Asian stock opportunities [4] - The Ministry of Finance in China adjusted the consumption tax policy for ultra-luxury cars, now applying to vehicles retailing at 900,000 yuan and above [5] Group 3 - Shanghai's brain-computer interface research achieved a breakthrough, allowing 10 subjects to communicate their thoughts through a computer interface, potentially benefiting patients with speech impairments [6] - Southern Power Grid reported a new peak load of 256 million kilowatts due to high temperatures, marking the second highest load this year [7] Group 4 - The price of silicon wafers has increased significantly, with N-type G10L single crystal silicon wafers rising by 22.09% to 1.05 yuan per piece [8][9] - Changjie Tong expects a profit of 31 to 37 million yuan for the first half of the year, with cloud subscription revenue projected to grow by over 10% [10] Group 5 - Yanzhou Coal Mining Company reported a coal production of 73.6 million tons in the first half of the year, a year-on-year increase of 6.54% [11] - Friendship Time anticipates a mid-term revenue growth of approximately 14.1% to 23.6%, with profits expected to increase significantly [12] Group 6 - Yuan Da Pharmaceutical's nasal spray product for treating dry eye syndrome has received approval for commercialization in mainland China [13] - The Chinese online literature market is projected to reach a revenue of 49.55 billion yuan in 2024, with a year-on-year growth of 29.37% [14] Group 7 - China Power plans to acquire a 31% stake in Tori Power for approximately 310 million yuan [15] - Baiyunshan's research on Ganoderma lucidum spore oil for treating lung nodules has been published in a prominent scientific journal [16] Group 8 - Tigermed plans to sell a 3.41% stake in Lixin Pharmaceutical for approximately 34.11 million USD [17][18] - Lens Technology is reportedly considering reviving its IPO plans in Hong Kong [19] Group 9 - Hengrui Medicine received approval for clinical trials for four new drugs, with significant investments in their development [20] - MicroPort Medical anticipates a net loss of no more than 125 million yuan for the first half of the year, with a revenue growth of 70% to 80% [21] Group 10 - Huajian Medical is launching a global exchange focused on high-tech medical innovation assets and a stablecoin plan [22] - GCL-Poly Energy has reached a strategic cooperation agreement with China Pacific Insurance Asset Management to explore tokenization solutions for real-world assets [23] Group 11 - Kingboard Laminates' major shareholder plans to place 78.5 million shares at a price of 10 HKD each [24][25] - October Rice anticipates a net profit growth of at least 90% for the first half of the year [26]