Core Insights - Glidelogic Corp. has launched an enhanced "RWA IPO" compliance solution utilizing proprietary AI agents to streamline capital-raising processes and improve secondary market liquidity for investors [1][4]. Group 1: Market Challenges - The lengthy IPO processes delay access to growth capital, and underwriting and compliance costs remain prohibitively high [6]. - Private investors face long lock-up periods and limited exit strategies, while non-listed companies struggle with transparency and global reach [6]. Group 2: AI-Powered RWA IPO Solution - Glidelogic's AI agents automate up to 80-90% of preparatory work, significantly reducing the time required for traditional capital-raising processes from months to weeks [2][6]. - The solution includes project analysis, automated compliance checks, document drafting, and coordination with legal and financial entities [6]. Group 3: Benefits for Issuers and Investors - Issuers can achieve faster, cheaper, and smarter capital-raising without compromising compliance, preserving a pathway to prime exchanges like Nasdaq or NYSE [4][6]. - Investors benefit from enhanced protections under U.S. securities law, including anti-fraud provisions and continuous disclosures that add accountability [6]. Group 4: Company Background - Founded in December 2020, Glidelogic Corp. focuses on developing AI-based software, fintech solutions, and blockchain technology, aiming to advance research innovation through strategic partnerships [8].

Private credit is the leading RWA sector, representing over 50% of all tokenized value.This market, from corporate loans to HELOCs, has taken off because it’s largely uncorrelated to public markets and offers attractive premiums — now made liquid and composable through tokenization.Private credit demonstrates how tokenization transforms finance — and why every asset class will inevitably move onchain. That trajectory demands performant, institutional-grade rails like Sei.Everything Moves Faster on Sei. ($/a ...

Fastest growing RWA issuers, based on 30d growth (%) in tokenized AUM:🥇 @Fidelity +20,269%🥈 @MidasRWA +110%🥉 @superstatefunds +17%4⃣ @Spiko_finance +9%5⃣ @FTI_US +3%6⃣ @OndoFinance +2%7⃣ @apolloglobal +2%8⃣ @vaneck_us +1%9⃣ @tradable_xyz -3%🔟 @hamilton_lane -4% https://t.co/rY2g8wuRga ...

Core Insights - The online seminar "Gold Price Fluctuations: Market Volatility and Outlook for the Second Half of the Year" was successfully held, featuring discussions from various experts on the current state and future trends of the financial market [1] Group 1: Gold and Silver Market Analysis - Gold has seen a rapid increase since the beginning of 2024, with silver showing a similar upward trend, indicating potential for further gains [2] - Central banks, particularly in China and India, are increasing their gold reserves to hedge against currency risks, reflecting a shift in global liquidity dynamics [2] - Despite a significant rise in gold prices over the past two years, the overall trend remains upward, with expectations of increased volatility in the future [2] Group 2: Market Volatility and Asset Allocation - The current global market is characterized by high uncertainty and volatility, driven by factors such as U.S. Federal Reserve policy uncertainty, geopolitical risks, and doubts about global economic growth [3] - Investors are advised to maintain diversified portfolios, focusing on high-quality assets while being cautious of risks in U.S. equities and exploring opportunities in A-shares and Hong Kong stocks [3] - The bond market is expected to remain uncertain until monetary policy becomes clearer [3] Group 3: Structural Economic Challenges - The global economy is entering a phase of "high volatility, low growth," with structural challenges such as aging populations and high national debts limiting growth potential [4] - There is a notable "K-shaped" divergence in asset performance, with U.S. stock indices being driven by a few tech stocks while many others lag behind [4] - Long-term investment in gold is recommended for its hedging properties, alongside opportunities in bonds and sectors like technology and pharmaceuticals [4] Group 4: Global Economic Dynamics and Financial Innovation - The restructuring of international order is enhancing the strategic value of gold, as central banks increase their gold purchases to mitigate dollar risks [5] - The advent of artificial intelligence is expected to revolutionize traditional economic analysis, necessitating new growth theories [5] - Developments in Web3 and Real World Assets (RWA) are anticipated to reshape financial infrastructure, with potential implications for gold and digital currencies [5] Group 5: U.S. Policy Impacts and Market Reactions - The economic impact of the Trump administration's policies has led to structural changes in the market, with concerns about long-term social inequality and growth potential [6] - The simultaneous decline of U.S. stocks, bonds, and the dollar reflects investor apprehension regarding U.S. policy uncertainties [6] - Investors are advised to monitor central bank asset diversification trends to prepare for potential risks associated with escalating trade tensions [6]

Investment Rating - The report maintains a "Positive" investment rating for the utility industry [1] Core Insights - The first mechanism electricity price bidding results for renewable energy in Shandong have been released, indicating a significant market-oriented shift in policy [3][17] - Wind power mechanism electricity price is set at 319 CNY/MWh, which is a 20% premium over the 2024 average spot trading price, while solar power is at 225 CNY/MWh, a 33% premium [3][24] - The report emphasizes the importance of management and operational capabilities for renewable energy operators in a market-driven environment [4][30] Summary by Sections Electricity Sector - The Shandong province has become the first to implement a market-oriented mechanism for renewable energy pricing, with significant participation from over 3000 projects [18][21] - The mechanism electricity volume for wind power is 59.67 billion kWh, while for solar power it is only 12.48 billion kWh, reflecting a stronger policy support for wind energy [3][23] - The report suggests that the future of solar power installations in Shandong may see reduced investment enthusiasm due to current pricing pressures and non-technical cost reductions [4][29] Grid Sector - New pricing mechanisms for nearby consumption of green electricity have been established, which will protect grid interests and promote cost reductions for users [6][35] - The system operation costs will be charged based on the electricity delivered, allowing for potential savings in electricity costs for high-load enterprises [7][37] - The report highlights that the new pricing structure will benefit wind power and energy storage development, making them key components in the green electricity landscape [8][42] Renewable Energy Assets - The report discusses the acceleration of Real World Assets (RWA) in the distributed solar sector, with significant investments from companies like JinkoSolar and GCL-Poly [10][44] - The RWA framework is expected to enhance liquidity and value reassessment of quality distributed solar assets, benefiting original equity holders [11][47] - The collaboration between LinYuan Energy and Ant Group aims to digitize energy assets, further supporting the RWA initiative [12][48] Green Methanol - A major project for green methanol production has been announced by Goldwind, with a total investment of approximately 18.92 billion CNY, aiming to produce 600,000 tons of green methanol annually [13][49] - The report anticipates a surge in demand for green methanol as multiple projects are set to commence production in the coming years [13][49] - Key suppliers and equipment manufacturers in the green methanol sector are expected to see performance improvements as the market expands [13][49]

Investment Rating - The report maintains an "Overweight" rating for the utility sector, specifically recommending South Network Energy and South Network Storage for investment opportunities [1]. Core Insights - The National Development and Reform Commission and the Energy Administration have issued a notice to improve the pricing mechanism for promoting the nearby consumption of renewable energy, recommending commercial rooftop photovoltaics from South Network Energy and paying attention to Anke Rui [4]. - The large-scale energy storage tender in August exceeded expectations, with South Network Storage being recommended as a storage operator. The economic viability of large-scale storage is expected to improve steadily, driven by AI and the implementation of Document No. 136 [4]. - The report highlights significant growth in electricity consumption and generation, with total electricity consumption from January to July 2025 reaching 5.86 trillion kWh, a year-on-year increase of 4.5% [13]. - The report tracks key industry data, including electricity prices, coal prices, and water conditions, indicating a stable environment for utility investments [4][40][45]. Summary by Sections Industry Trends - The utility sector index increased by 0.80% from September 8 to September 12, 2025, underperforming compared to the ChiNext index [9]. - The report notes that the total electricity consumption for the first seven months of 2025 was 5.86 trillion kWh, with a year-on-year growth of 4.5% [13]. Electricity Consumption - The first industry saw a year-on-year increase of 10.8%, the second industry 2.8%, the third industry 7.8%, and urban and rural residential electricity consumption 4.1% [13]. Electricity Generation - Total electricity generation from January to July 2025 was 5.47 trillion kWh, with a year-on-year increase of 1.3%. Notably, coal and hydropower generation saw declines of 1.3% and 4.5%, respectively [21]. Electricity Prices - The average electricity purchase price from the grid in August 2025 was 388 RMB/MWh, a year-on-year decrease of 2% but a month-on-month increase of 1.3% [40]. Coal Prices - As of September 12, 2025, the price of thermal coal at Qinhuangdao port was 680 RMB/ton, reflecting a year-on-year decrease of 20.65% [45]. Water Conditions - The water level at the Three Gorges Reservoir was 162.88 meters as of September 12, 2025, with inflow and outflow rates showing significant year-on-year increases of 33.59% and 198.15%, respectively [54]. Investment Recommendations - The report suggests focusing on listed companies within the South Network system, including South Network Energy, South Network Storage, and South Network Technology, highlighting opportunities in green electricity, photovoltaic assets, and charging station asset value reassessment [4].

Real World Asset (RWA) Access - Enables rapid access to tokenized asset exposure [1] - Facilitates direct swapping into preferred RWAs within Trust Wallet [1] User Experience - Streamlines RWA interaction into a simplified process [1][2][3] - Reduces complexity by eliminating extra steps and new apps [2]

Core Viewpoint - Huajian Medical (01931) is undergoing a strategic transformation to become a digital industry technology innovator, marking a shift from a traditional medical enterprise to a focus on blockchain and decentralized finance through the establishment of new companies and a name change [1][3][4]. Group 1: Strategic Transformation - Huajian Medical has announced a partnership with ETHK Group to jointly invest in two new companies, ETHK Inc and ETHK HOLDINGS LIMITED, aimed at developing a decentralized financial platform and a digital industry investment hub [4][6]. - The company will change its name from "IVD Medical Holding Limited" to "ETHK Labs Inc." and its Chinese name to "Huajian Digital Industry Group Limited," reflecting its ambition to become a core technology driver in the global digital industry [3][6]. Group 2: ETHK Ecosystem - The "ETHK" brand name combines "ETH" (Ether) and "K" (Kingdom), symbolizing a vision for a decentralized financial ecosystem that aligns with blockchain technology [7]. - ETHK Labs will focus on advanced technology research and development, serving as the technological foundation and innovation engine for the ETHK ecosystem [7]. Group 3: RWA Market Opportunity - The transformation aligns with the explosive growth of the Real World Asset (RWA) market, which saw a total locked value (TVL) increase from $8.6 billion to over $23 billion in the first half of 2025, a growth of over 260% [8][9]. - Predictions indicate that the global RWA market could reach $16.1 trillion by 2030, representing 10% of global GDP, positioning Huajian Medical to lead in RWA infrastructure development [9]. Group 4: Value Reconstruction - The strategic upgrade aims to enhance China's global digital financial influence by facilitating the "on-chain" transition of quality Chinese assets [10]. - The ETHK ecosystem is expected to address financing challenges for enterprises and promote global asset integration, contributing to financial inclusivity and stability [10]. - The company's valuation model is shifting from traditional earnings-based metrics to revenue-based metrics, reflecting its new focus on digital infrastructure [10].

Funding & Valuation - Value Corrector received $100 USD investment from AB Capital at a $1 billion USD valuation [1][3] - This funding represents a significant milestone in building key infrastructure for the RWA and payment sectors [2] Project Overview & Innovation - Value Corrector is described as an innovative project in the RWA and payment space, enabling users to understand the real-world purchasing power of their tokens through currency conversion [4] - The project claims to have real data, with one person achieving hundreds of daily active users [4] Future Plans - Value Corrector plans to launch a Korean language page, aiming for its initial listing on Upbit [4]

Core Viewpoint - The emergence of RWA (Real World Assets) in the fashion industry marks a significant shift, with Yinger Fashion becoming the first company in China's fashion sector to embrace RWA through a strategic partnership with Derlin Holdings, aiming to enhance brand value and financing channels [1][2]. Group 1: Financing Channels and Brand Value - RWA provides an innovative financing channel based on actual business revenue, utilizing blockchain technology to digitize and financialize assets, thereby enhancing liquidity and transaction efficiency [2]. - Yinger Fashion's partnership with Derlin Holdings allows for greater flexibility in expansion, supporting brand building and channel upgrades, crucial for maintaining its leading position in the light luxury market [2]. - Derlin Holdings, as a licensed broker with experience in RWA, strengthens the financing process for Yinger Fashion, facilitating a "brand elevation" through this collaboration [2]. Group 2: NEXY.CO Brand Potential - NEXY.CO, a light luxury women's wear brand under Yinger Fashion, has surpassed 1 billion in annual revenue and is positioned to become a leading brand in the Chinese light luxury sector [4][5]. - The brand focuses on stylish workplace attire and has a strong market presence, with 226 stores opened in high-end malls and a revenue contribution of 15.60% in the first half of the year [4][5]. - Yinger Fashion's multi-brand operational capability and strategic upgrades provide a solid foundation for NEXY.CO's growth and market expansion [5]. Group 3: Valuation Reassessment Catalyst - The capital market shows strong recognition and confidence in the value of the RWA sector, with companies actively engaging in RWA witnessing positive stock performance [6]. - Yinger Fashion, as the first RWA company in the fashion industry, solidifies its leading position and is expected to benefit from a scarcity premium and first-mover advantage in valuation [7]. - Currently, Yinger Fashion's valuation is low, with a price-to-earnings ratio of 10.75, significantly below the industry average of 23.09, indicating substantial room for valuation recovery [7][9].