Group 1 - The company, Guofu Quantum (00290), announced a conditional agreement with 11 subscribers to issue a total of 915 million subscription shares, representing approximately 9.13% of the enlarged issued share capital after the issuance [1] - The subscription price is set at HKD 1.45 per share, which is a discount of about 12.12% compared to the closing price of HKD 1.65 on August 14 [1] - The total amount raised from the subscription is approximately HKD 13.264 billion, with a net amount of about HKD 13.214 billion [1] Group 2 - The net proceeds will be allocated as follows: 20% for expanding digital asset financial license business and infrastructure, 10% for expanding RWA investment banking business, 45% for developing Pre-RWA funds and RWA secondary market funds, and 25% for investing in fintech and RWA technology platforms, including a joint venture with Jingbeifang (002987) [1]

Group 1 - The company, Guofu Quantum (00290), announced a conditional agreement with 11 subscribers to issue a total of 915 million subscription shares, representing approximately 9.13% of the enlarged issued share capital after the issuance [1] - The subscription price is set at HKD 1.45 per share, which is a discount of about 12.12% compared to the closing price of HKD 1.65 on August 14 [1] - The total gross proceeds from the subscription are expected to be approximately HKD 13.264 billion, with net proceeds of about HKD 13.214 billion [1] Group 2 - The net proceeds will be allocated as follows: 20% for expanding digital asset financial license business and infrastructure, 10% for expanding RWA investment banking business, 45% for developing Pre-RWA funds and RWA secondary market funds, and 25% for investing in fintech and RWA technology platforms, including establishing a joint venture with Jingbeifang and related technology research and application [1]

Group 1 - Fosun Group has applied for a stablecoin license in Hong Kong and has formed a complete application team [1] - The founder of Fosun Group, Guo Guangchang, personally led a team to meet with Hong Kong's Chief Executive John Lee and Financial Secretary Paul Chan [1] - The application for the stablecoin license is a significant move in Fosun's fintech strategy, coinciding with the launch of their Web5 strategy and the FinRWA Platform [1] Group 2 - The Hong Kong Stablecoin Regulation came into effect on August 1, establishing a licensing system for fiat-backed stablecoin issuers [1] - Following the news of the stablecoin license application, Fosun International's stock surged over 20% on August 12, closing up 13.296% [2] - Fosun has not publicly responded to inquiries regarding the details of the license application or the meetings held [2]

RT Token Terminal 📊 (@tokenterminal)ICYMI: @BlackRock's BUIDL fund on @ethereum is the biggest tokenized RWA product. https://t.co/2IMl08AU2B ...

Group 1: Stock Market Activity - Today, 35 stocks were listed on the institutional trading list, with 16 stocks seeing net purchases and 19 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were: Innovation Medical (128 million), Youfang Technology (76.31 million), and Nanmo Biology (56.58 million) [1][2] Group 2: Company Developments - Youfang Technology has announced plans to engage in financing leasing to support its cloud computing services, driven by the growing demand for computing power in the artificial intelligence sector [2] - The company has previously focused on providing cloud infrastructure products to meet customer needs for storage, computing, and transportation [2] Group 3: Brain-Computer Interface Industry - The brain-computer interface product developed by Botuo Bio has entered the clinical trial phase, showing significant recovery effects in the first treated depression patient, with plans to start medical device registration in 2026 [4] - The Chinese government has issued policies to promote innovation in the brain-computer interface industry, with expectations for breakthroughs in key technologies by 2027 [4] - McKinsey predicts that the global market for medical applications of brain-computer interfaces could reach $40 billion by 2030 and $145 billion by 2040, with specific segments for central nervous system disease treatment and emotional assessment [4]

Group 1 - Coolpad Group plans to establish an RWA division to conduct feasibility studies on its two owned property assets [2] - Shibei Hi-Tech (600604.SH) is actively fostering the development of the blockchain industry within the Shibei Hi-Tech Park [2] - As of now, Shibei Hi-Tech has no plans to initiate RWA studies on its commercial real estate holdings [2]

Core Viewpoint - The development of stablecoins and RWA (Real World Assets) in Hong Kong is crucial for enhancing the internationalization of the Renminbi and solidifying Hong Kong's status as an international financial center [1][6]. Group 1: Asset Appreciation and Wealth Creation - China faces intense competition in asset appreciation and wealth creation, particularly in trade, investment, technology, and macroeconomic policies [2]. - The U.S. has a long-term trade deficit due to low savings and high consumption, while China maintains a trade surplus due to high savings and low consumption [2]. - China needs to increase spending and implement demand-side reforms to match its strong supply capabilities with income and wealth generation [2]. Group 2: Hong Kong's Role in National Development - Hong Kong's monetary and regulatory advantages can facilitate high-quality outbound ventures for mainland enterprises and attract multinational companies to the Greater Bay Area [3]. - The development of a stablecoin linked to the Renminbi and related RWA asset systems can better connect the internal and external economic cycles [3]. Group 3: Institutional Advantages of Hong Kong - Hong Kong has an efficient supply chain network, a robust banking system, a strong capital market, reliable accounting services, and a trustworthy legal framework [4]. - The establishment of a "special zone within a special zone" in the northern metropolitan area of Hong Kong can enhance the dual circulation strategy [5]. Group 4: Promoting Renminbi Internationalization - Hong Kong plays a significant role in promoting the internationalization of the Renminbi, which is often underestimated due to the exclusion of Hong Kong financial data from mainland statistics [6]. - The asset size of the Hong Kong Monetary Authority is approximately 9.5% of the People's Bank of China, indicating a high level of internationalization in Hong Kong's banking sector [6]. Group 5: Digital Financial Technology - The use of stablecoins, limited blockchain, and digital smart contracts can enhance Hong Kong's international financial center status [7]. - The introduction of a legal framework for stablecoins in Hong Kong will support the creation of a stablecoin linked to the offshore Renminbi [8]. Group 6: Future Development of Digital Financial Infrastructure - Future digital financial infrastructure in Hong Kong should focus on stablecoins, blockchain, and smart contracts to enhance trust and reduce transaction costs [11]. - The regulatory framework should allow for the issuance of offshore Renminbi stablecoins, facilitating easier access to international markets [11]. Group 7: New Financial Products and Services - The development of new offshore Renminbi products and services can complement the existing dollar-dominated international financial system, enhancing resource allocation efficiency [12]. - The integration of AI and big data in digital financial products will improve risk assessment and market responsiveness [12].

Core Viewpoint - The Shanghai State-owned Assets Supervision and Administration Commission (SASAC) held a study meeting focusing on the development trends and response strategies of cryptocurrencies and stablecoins, indicating a growing interest in digital currencies [2] - SASAC Secretary and Director He Qing emphasized the need to enhance research on digital currencies and explore the application of blockchain technology in cross-border trade, supply chain finance, and asset digitization [2] - The upcoming implementation of Hong Kong's Stablecoin Regulation on August 1, 2025, is expected to shift industry focus towards exploring and expanding application scenarios [2] Summary by Sections Digital Currency and Blockchain - The meeting highlighted the increasing "heat" around digital currencies, with a focus on technological innovation and application scenarios [2] - The Shanghai Data Exchange introduced RDA (Real Data Assets), which emphasizes the value of real data assets and the integration of data with physical assets [2] RDA and Data Value - RDA is structured into three phases: asset preparation, asset issuance, and asset trading, utilizing trusted technologies like blockchain and privacy protection [2] - RDA is seen as crucial for unlocking data value, enabling companies to comply with regulations while efficiently and cost-effectively realizing data monetization [3] Investment Strategy - The study on cryptocurrencies and stablecoins by Shanghai SASAC, along with the introduction of RDA, suggests that companies with data resource reserves will see further release of data value [4] - Trustworthy technology service providers and data merchants with state-owned backgrounds are expected to play a key role in building financial innovation solutions in China [4] - Two investment directions are recommended: stablecoins and data products and operations [4]

1.以太坊今日持续上涨，短时突破 4700 美元 ETH 短时突破 4700 美元，现报 4675.57 美元，24 小时涨幅 6.71%。BTC 短时突破 12.2 万美元，现报 121958 美元，24 小时涨幅 2.63%。 来源：市场资讯 3.OKX：X Layer 完成 PP 升级及一次性销毁 6525 万枚 OKB （来源：吴说） OKX 宣布对 X Layer 进行战略级升级，将其打造为专注 DeFi、支付与 RWA 场景的公链。此次升级还 伴随 OKB Gas Token 经济模型优化，OKB 继续作为 X Layer 唯一 Gas 及原生代币。OKX 将一次性销毁 历史回购及预留的 65,256,712.097 枚 OKB，完成后升级 OKB 智能合约，移除增发与人工销毁功能，将 总发行量固定为 2100 万枚。同时，OKTChain 将分阶段下线，自 2025 年 8 月 13 日 14:10（UTC+8）起 在 OKX 停止交易，并按 2025 年 7 月 13 日至 8 月 12 日的平均收盘价定期将 OKT 兑换为等值 OKB， 链上 OKT 兑换支持至 2026 年 1 月 1 日 ...

8月14日，沪指盘中一举突破3700点，盘面上，稳定币概念股强势上涨。 热门ETF中，截至10:30，金融科技ETF华夏（516100）涨3.01%，恒宝股份、中科金财、京北方等涨 停，四方精创涨超16%，数字认证、天阳科技、拉卡拉、东信和平等股领涨，券商ETF基金（515010） 涨1.55%。 金融科技ETF华夏（516100）跟踪中证金融科技主题指数，涵盖软件开发、互联网金融及数字货币产业 链，兼具金融属性与科技属性，指数重仓股包括同花顺、东方财富、恒生电子、润和软件、指南针等行 业龙头股，又不乏拉卡拉、京北方、四方精创等稳定币概念热门个股。Wind数据显示，该ETF稳定币概 念含量超22%。 湘财证券表示，市场交投持续活跃，券商板块业绩和估值持续修复，同时主动权益基金的券商持仓相较 业绩基准仍然处于低配，券商板块有望迎来增量资金配置。维持证券行业"增持"评级，建议关注市场交 投活跃背景下，beta属性较强的互联网券商。 浦银国际表示，长期来看，随着监管框架完善，稳定币在国际支付中的市场份额有望持续提升。 东方财富证券指出，RWA从概念逐渐走向场景化实践。建议关注已获虚拟资产交易相关牌照的机构及 正在布 ...