RWA

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X @BSCN
BSCN· 2025-08-25 19:20
RWA (Real World Assets) Opportunity - Watt2Trade and founder @cauhdez will be interviewed live on August 27th at 3:30pm UTC regarding a potential RWA opportunity [1] - The interview will explore how blockchain technology can be used to trade electricity [1] Event Details - The live interview is scheduled for Wednesday, August 27th at 3:30pm UTC [1] - The event is sponsored [1]
X @Token Terminal 📊
Token Terminal 📊· 2025-08-25 14:06
DeFi & Ethereum Ecosystem - TVL (Total Value Locked) concentration on Ethereum is highlighted [1] - The current asset concentration on Ethereum is expected to change dramatically in the next cycle with the introduction of Real World Assets (RWAs) on-chain [1]
站在AI变革浪潮之巅,盛业“科技平台”进入价值爆发临界点
Sou Hu Cai Jing· 2025-08-25 04:22
Core Viewpoint - The recent mid-term performance report of Shengye (6069.HK) has attracted market attention, showcasing high growth trends and promising developments in AI and other cutting-edge fields [1][2]. Financial Performance - Shengye achieved a total revenue of approximately 405 million RMB and a net profit of about 203 million RMB for the first half of the year, reflecting a year-on-year growth of approximately 23% [3][5]. - The revenue from technology services surpassed 50% for the first time, reaching 52%, with a scale of approximately 211 million RMB, marking a year-on-year increase of 37% [3][5]. Business Model and Efficiency - The company is transitioning towards a technology-driven business model, which is expected to enhance profit margins and lead to a potential revaluation in the capital market [5]. - Shengye's operational efficiency has improved significantly, with the platform helping clients resolve approximately 278 billion RMB in capital turnover, a year-on-year increase of about 29% [7]. - The average profit per employee increased by 21% to 550,000 RMB, indicating ongoing operational efficiency breakthroughs [7]. AI Integration and Global Expansion - AI technologies, such as AI Agent, have been instrumental in enhancing operational efficiency and customer satisfaction, leading to new business opportunities [7]. - Shengye has initiated a global expansion strategy, establishing partnerships with over 30 international financial institutions and positioning its Singapore subsidiary as the group's international headquarters [8]. Value Anchors in Bull Market - The company possesses core asset attributes, particularly in the "AI + industrial supply chain" layout, which provides high visibility and a unique market position [9][11]. - Shengye's high growth potential is evident, especially in new sectors like e-commerce and robotics, with the e-commerce supply chain service scale exceeding 2.8 billion RMB, an eightfold increase year-on-year [12]. - The company maintains a high dividend policy, announcing a special dividend of 600 million RMB for 2025, which provides a safety margin for investors [13][14]. - The light asset model has begun to take shape, reducing financial risks and allowing for a potential revaluation towards technology platform companies [19]. Conclusion - Despite some stock price fluctuations post-earnings announcement, Shengye is expected to continue attracting market interest due to its core asset attributes, high growth potential, and safety measures [20]. - Long-term prospects remain strong as AI technology continues to innovate and expand into various applications, solidifying Shengye's leading position in the supply chain technology sector [20].
九方智投控股盘中涨超10% 公司深度把握短视频流量风口 有望受益市场交易活跃度抬升
Zhi Tong Cai Jing· 2025-08-25 03:44
Group 1 - Jiufang Zhitu Holdings (09636) saw its stock price rise over 10% during trading, reaching a historical high of 82.6 HKD, and is currently trading at 79.65 HKD with a transaction volume of 476 million HKD [1] - The A-share market has experienced a continuous daily trading volume exceeding 2 trillion CNY, with margin financing balances returning to over 2 trillion CNY for the first time in ten years [1] - Guoyuan Securities suggests that investors should focus on the long-term development logic of the capital market, particularly on leading companies in the fintech sector [1] Group 2 - Xinda Securities (601059) highlights the vast market potential for retail securities investment consulting, driven by increasing wealth accumulation among residents [1] - The company is capitalizing on the short video traffic trend, with innovative business models leading to high growth rates [1] - The new round of placements targeting stablecoins and RWA is expected to open up a second growth curve for the company [1]
港股异动 | 九方智投控股(09636)盘中涨超10% 公司深度把握短视频流量风口 有望受益市场交易活跃度抬升
智通财经网· 2025-08-25 03:39
信达证券指出,散户证券投资咨询市场空间广阔,且随居民财富积累需求日益增加。同时,公司深度把 握短视频流量风口,商业模式创新带来高斜率成长。另外,公司新一轮配售直指稳定币、RWA,有望 开辟第二成长曲线。该行认为,公司作为金融科技及服务行业领先企业,以新颖高效的商业模式和扎实 的投教内容快速打开市场,并有望从未来国内居民端的财富增长中不断受益。 智通财经APP获悉,九方智投控股(09636)盘中涨超10%,高见82.6港元再创历史新高。截至发稿,涨 6.48%,报79.65港元,成交额4.76亿港元。 消息面上,近日,A股市场成交额连续多日突破2万亿元、两融余额时隔十年重回2万亿元以上。国元证 券指出,建议投资者关注资本市场的长期发展逻辑,并重点关注金融科技行业的头部公司。开源证券表 示,市场交易活跃度持续抬升,两融规模扩张、权益自营加仓和海外业务高景气有望带来券商业绩超预 期。推荐金融科技主线等。 ...
港股异动 | 阜博集团(03738)早盘涨超10% 本周四将发中期业绩 公司积极布局内容产业RWA领域
智通财经网· 2025-08-25 02:17
中信证券指出,阜博集团系全球版权保护第三方技术服务行业龙头,具备数据储量、算法能力、独家 API三大核心优势。该行看好全球主要内容方/流媒体平台维持版权保护长期需求,AI创作视频在提升创 作效率的同时有望带来侵权内容供应量增长与AIGC原创资产保护新机遇,公司兼具优质赛道与竞争优 势,有望维持较高成长斜率。 消息面上,阜博集团拟于8月28日(本周四)举行董事会会议批准中期业绩。此外,8月7日,全球首个 RWA注册登记平台正式上线。同日,Web3.0三项标准立项。据悉,今年6月,阜博集团公告,已成功完 成Vobile MAX数字内容资产交易平台的市场测试。Vobile MAX平台现已具备支持微短剧内容等大量实 体资产(RWA)的并发确权及交易能力,释放数字内容资产的流动性价值。 智通财经APP获悉,阜博集团(03738)早盘涨超10%,截至发稿,涨9.23%,报5.92港元,成交额2.14亿港 元。 ...
阜博集团早盘涨超10% 本周四将发中期业绩 公司积极布局内容产业RWA领域
Zhi Tong Cai Jing· 2025-08-25 02:14
消息面上,阜博集团拟于8月28日(本周四)举行董事会会议批准中期业绩。此外,8月7日,全球首个 RWA注册登记平台正式上线。同日,Web3.0三项标准立项。据悉,今年6月,阜博集团公告,已成功完 成Vobile MAX数字内容资产交易平台的市场测试。Vobile MAX平台现已具备支持微短剧内容等大量实 体资产(RWA)的并发确权及交易能力,释放数字内容资产的流动性价值。 中信证券指出,阜博集团系全球版权保护第三方技术服务行业龙头,具备数据储量、算法能力、独家 API三大核心优势。该行看好全球主要内容方/流媒体平台维持版权保护长期需求,AI创作视频在提升创 作效率的同时有望带来侵权内容供应量增长与AIGC原创资产保护新机遇,公司兼具优质赛道与竞争优 势,有望维持较高成长斜率。 阜博集团(03738)早盘涨超10%,截至发稿,涨9.23%,报5.92港元,成交额2.14亿港元。 ...
港股异动 | 华兴资本控股(01911)早盘涨超16% 公司与YZiLabs达成战略合作 推动BNB的合规交易所上币
智通财经网· 2025-08-25 01:49
Group 1 - Hua Xing Capital Holdings (01911) saw its stock price rise over 16% in early trading, currently up 8.35% at HKD 9.34, with a trading volume of HKD 42.54 million [1] - The company announced a strategic cooperation memorandum with YZiLabs to establish a long-term collaboration framework around Binance Coin (BNB) and the BNBChain ecosystem [1] - Hua Xing Capital plans to invest approximately USD 100 million in BNB assets and collaborate with Huaxia Fund (Hong Kong) and other ecosystem partners to develop fund products and Web3 expansion plans [1] Group 2 - The goal is to promote the compliance listing of BNB on licensed virtual asset exchanges in Hong Kong [1] - The company will establish a Real World Asset (RWA) fund with a scale of several hundred million dollars, supported by YZiLabs, and assist Hong Kong-listed companies in adopting BNB blockchain in stablecoin and RWA scenarios [1] - Hua Xing Capital is set to hold a board meeting on August 28 to approve its interim results, with a profit forecast of approximately RMB 64.98 million for the first half of the year, a turnaround from a loss of RMB 73.82 million in the same period last year [1]