RT web3 (@web3)https://t.co/kHlrI4go1v ...

Core Viewpoint - The company, 驴跡科技 (01745.HK), has announced a potential framework cooperation agreement with a Hong Kong-based technology firm to develop projects related to the tokenization of cultural and creative intellectual property as real-world assets (RWA) and other digital assets [1]. Group 1: Cooperation Details - The initial discussions indicate that both parties aim to collaborate on RWA products and other digital asset projects [1]. - The company will leverage its strengths in global geographical and cultural education and digital content in scenic areas to support the development of related assets and provide technical support for the foundational platform [1]. - The cooperation partner will work with qualified financial institutions to develop RWA products and provide professional services for the launch of these products, fundraising through digital and fiat currencies, and asset appreciation through trading [1]. Group 2: Infrastructure and Strategic Partnership - Both parties plan to jointly invest and operate a data center in Hong Kong as the infrastructure for the projects [1]. - The cooperation partner is a supplier of Kingsoft Cloud solutions, distributing products in the Hong Kong financial sector and closely linked with resources in data operations, financial markets, and web3 [1]. - The partner has collaborated with a Chinese financial institution that is regulated by the Hong Kong Securities and Futures Commission to enhance its license for virtual asset portfolio management services [1].

Core Viewpoint - The company, 驴迹科技 (01745), is in discussions to establish a framework cooperation agreement with a Hong Kong-based technology company, which is a solution provider for Kingsoft Cloud, focusing on the financial sector and digital asset projects [1] Group 1 - The cooperation aims to tokenize cultural and creative intellectual property as real-world asset (RWA) products and other digital assets [1] - The company will leverage its strengths in global cultural education and digital content related to scenic areas to support the development of relevant projects and provide technical support for the foundational platform [1] - The partner will collaborate with qualified financial institutions to develop RWA products and provide professional services for the launch of these products, fundraising through digital and fiat currencies, and asset appreciation through trading [1] Group 2 - Both parties will jointly invest and operate a data center in Hong Kong as the infrastructure for the projects [1] - The successful establishment of the framework cooperation agreement will serve as a memorandum of understanding for strategic cooperation between the company and the partner [1]

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RT web3 (@web3)September. https://t.co/vzivsWGjbv ...

User Adoption & Engagement - Brave 浏览器用户超过 2 年，近期发现可以通过观看广告赚取 $BAT 代币奖励 [1] - Brave 浏览器被用户认为是 Web3 交互的首选，因为它速度更快，内置 VPN 和钱包 [1] - 用户购买了 'lordfaith.brave' 域名，花费 5 美元，并获得一个免费的 .pw 域名 [1] Token & Reward System - 用户开始关注 Brave 和 $BAT 相关内容 [2] - 用户分享了在 Brave 浏览器上开始赚取奖励的说明 [1]

MetaMask x TRON ❤️MetaMask is becoming the true gateway to all of web3.TRON DAO (@trondao):.@MetaMask will natively integrate #TRON into the world's leading self-custodial crypto wallet developed by @Consensys.Read more @TheBlock__⤵️https://t.co/BZl21uMV1m ...

Group 1: Financial Performance - In H1 2025, the company achieved operating revenue of 1.078 billion yuan, a year-on-year increase of 14.83% [1] - Gross profit reached 414 million yuan with a gross margin of 38.38%, showing a slight increase of 0.13 percentage points year-on-year [1] - The company turned a profit with a net profit of 68 million yuan in H1 2025, resulting in a net profit margin of 6.26%, attributed to reduced general and administrative expenses and increased other income [1] Group 2: AI Retail Solutions - The AI retail core solution generated revenue of 488 million yuan in H1 2025, up 16.2%, with 319 clients, an increase of 36 clients [2] - AI retail value-added services achieved revenue of 591 million yuan, a year-on-year growth of 13.7%, although the number of clients decreased by 40 to 160 [2] - The company launched Dmall OS 3.0, introducing various AI products that improved operational efficiency and reduced fresh produce procurement costs by 15% [2] Group 3: Web3 and Stablecoin Initiatives - The company has formed a strategic partnership with Hailstone Labs to explore opportunities in stablecoins and blockchain technology [3] - The application for a stablecoin license is underway, which could enhance overseas business operations and payment willingness among international users [3] - The potential implementation of stablecoin payments is expected to significantly improve cross-border fund management efficiency [3] Group 4: Investment Outlook - The company is positioned as a leading digital service provider in China, leveraging AI and stablecoin initiatives to enhance customer attraction and performance [3] - Revenue projections for 2025-2027 are estimated at 2.207 billion, 2.616 billion, and 3.088 billion yuan, with corresponding net profits of 110 million, 223 million, and 356 million yuan [3]

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Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook for the stock price over the next six months [4]. Core Insights - The company has turned profitable in the first half of 2025, achieving a net profit of 0.68 billion yuan, with a net profit margin of 6.26%. This turnaround is attributed to a decrease in general and administrative expenses, as well as an increase in other income [1]. - Revenue for the first half of 2025 reached 1.078 billion yuan, representing a year-on-year growth of 14.83%. The gross profit was 414 million yuan, with a gross margin of 38.38% [1]. - The company is focusing on AI-enabled retail solutions, which have shown significant growth in revenue and customer acquisition, enhancing overall performance [2]. Summary by Sections Financial Performance - In 2025, the company expects revenues of 2.206 billion yuan, with projected net profits of 110 million yuan, reflecting a significant recovery from previous losses [3]. - The gross margin is expected to stabilize around 39.2% by 2027, with net profit margins improving to 11.5% [8]. AI and Technology Integration - The launch of Dmall OS 3.0 and various AI products is anticipated to enhance operational efficiency and customer engagement, leading to a 40% increase in operational efficiency in the fresh produce procurement system [2]. - The company is also exploring opportunities in the stablecoin and blockchain technology sectors, which could enhance its overseas business capabilities [2]. Market Position and Growth Potential - The company has made significant progress in both domestic and international markets, securing new contracts and expanding partnerships, which are expected to drive future revenue growth [1][2]. - The projected revenue growth rates for 2025 to 2027 are 18.7%, 18.6%, and 18.0%, respectively, indicating a strong growth trajectory [3].