看见 @plumenetwork 的创始人和核心团队都在发 September，不知道会发生什么 😂关注下看看有什么后续动态，我猜可能是跟 RWA 资产或者 WLFI 的积分计划有关？毕竟这条「在符合条件的平台上质押 1 美元以获取收益」还是挺符合的，Plume 早前也支持了 USD1Teddy (@teddyP_xyz):September ...

Group 1 - The Web3.0 future summit highlighted the significant potential of Web3.0 in driving innovation, industry transformation, and global capital integration, emphasizing the need for governance innovation and ecosystem collaboration to unlock structural benefits of the digital economy [1][2] - The Hong Kong government aims to establish the city as a leading global digital asset center, focusing on creating a controlled risk environment and a thriving market for substantial economic benefits [1][2] - Ant Group's vice president discussed the maturity of their RWA technology platform and ecosystem, indicating a cautious approach to asset integration while embracing the Hong Kong market's needs through open-source code and collaborative efforts [2] Group 2 - The RWA industry development report indicates that not all assets are suitable for RWA tokenization, highlighting three critical criteria for successful large-scale implementation: value stability, clear legal rights, and verifiable off-chain data [3]

RWA & Stablecoin - Elixir's fastUSD is a yield-bearing stablecoin providing native RWA exposure [1] - fastUSD is now live on Sei Network with native minting and redemption [1] - fastUSD is backed by RWAs via deUSD [1] - fastUSD is collateralized by assets from institutions including BlackRock, Hamilton Lane, and Apollo [1] Technology & Network - Sei Network is positioned as the fastest L1 for RWAs [1] - fastUSD is built to offer efficient, onchain access to RWAs [1]

Major Events - Silver Noble Pharmaceuticals-B (02591) is set to conduct an IPO from August 7 to August 12, with an expected listing date of August 15 [1] - Boan Biotechnology (06955) plans to place 48 million shares at a discount of approximately 8.78%, aiming to raise about HKD 780 million [1] - Derin Holdings (01709) intends to raise HKD 653.3 million, focusing on the development of blockchain, RWA, and virtual asset businesses [1] - Fuhong Hanlin (02696) received FDA approval to initiate a Phase 1 clinical trial for HLX43, a PD-L1 targeted antibody-drug conjugate for thymic cancer treatment [1] - China Biopharmaceuticals (01177) obtained NMPA approval for the Phase II clinical trial application of LM-24C5, a dual-target antibody [1] Financial Reports - China Mobile (00941) reported a mid-year profit attributable to shareholders of HKD 84.235 billion, a year-on-year increase of 5.03% [1] - Manulife Financial-S (00945) announced a core profit of CAD 1.7 billion for the second quarter [1] - Swire Properties (01972) reported a mid-year profit attributable to shareholders of HKD 4.42 billion, a year-on-year growth of 15% [1] - Hutchison Whampoa (00013) disclosed a mid-year net income of USD 455 million, a significant increase of 1663.32% year-on-year [1] - MGM China (02282) reported a mid-year net profit of HKD 2.383 billion, a year-on-year decrease of 11.25% [1] - SMIC (00981) announced a second-quarter profit of USD 132 million, with third-quarter revenue guidance indicating a sequential growth of 5% to 7% [1] - Zai Lab (09688) reported a 15.35% year-on-year increase in total revenue for the first half, reaching approximately USD 216 million [1] - Innovent Biologics (01801) achieved over RMB 5.2 billion in total product revenue for the first half, maintaining a strong growth rate of over 35% year-on-year [1] - Pacific Basin Shipping (02343) reported a mid-year profit attributable to shareholders of USD 25.6 million, a year-on-year decrease of 56% [1] - Lee & Man Paper Manufacturing (02314) announced a mid-year profit of HKD 811 million, a year-on-year increase of 0.7%, with an interim dividend of HKD 0.066 per share [1] - Swire Group reported a mid-year profit attributable to shareholders of HKD 815 million, a year-on-year decrease of 79% [1] - Lee & Man Chemical Company (00746) reported a 36% increase in profit to HKD 327 million, with an interim dividend of HKD 0.195 per share [1] - Hua Hong Semiconductor (01347) announced a second-quarter profit of USD 7.952 million, a year-on-year increase of 19.2% [1] - Wheelock Properties (01997) reported a mid-year loss attributable to shareholders of HKD 2.406 billion, a year-on-year increase of 128.71%, with the first interim dividend of HKD 0.066 per share [1] - Decon Agriculture (02419) issued a profit warning, expecting mid-term biological asset fair value adjustments to yield profits between RMB 1.1 billion and 1.4 billion [1] - Mongolian Mining (00975) issued a profit warning, anticipating a net loss of approximately USD 15 million to 25 million for the first half, marking a shift from profit to loss year-on-year [1] - Dongfeng Motor Group (00489) issued a profit warning, expecting a mid-term net profit decline of 90% to 95% [1]

Core Insights - Ant Group's subsidiary, Ant Financial Technology, has successfully developed its Real World Asset (RWA) business over the past year, particularly in the renewable energy sector, and is now exploring broader financial asset applications [1][5] - The Hong Kong Monetary Authority (HKMA) launched the Ensemble project sandbox in August 2024 to test blockchain-based financial market infrastructure, focusing on the interoperability of tokenized assets and wholesale Central Bank Digital Currency (wCBDC) [3] Group 1: RWA Business Development - Ant Financial Technology's RWA technology platform and ecosystem have matured, allowing for stable exploration of computing power and financial assets [1][5] - The company has linked over 15 million renewable energy devices, creating the largest on-chain renewable energy device network globally [5] - The "Two Chains and One Bridge" architecture facilitates efficient connections between domestic assets and global capital [5] Group 2: Technological Innovations - Ant Financial Technology has introduced the Layer 2 blockchain Jovay, which significantly enhances RWA transaction throughput and reduces user response time to under one second [5] - The company employs advanced technologies such as AI models, homomorphic encryption, and zero-knowledge proofs to ensure asset privacy and compliance [5] Group 3: Market Strategy and Compliance - Ant Financial Technology is committed to deepening its engagement with the Hong Kong market through open-source code, ecosystem collaboration, and partnerships with academic institutions [6][10] - The company has focused on specific asset types for RWA, avoiding sectors like agricultural products and fine art to ensure stability and legal clarity [8] - A comprehensive ecosystem for tokenized issuance has been established, connecting various financial services and regulatory compliance [10] Group 4: Industry Standards and Collaborations - Ant Financial Technology is collaborating with over 20 companies to establish technical standards for asset tokenization, which is anticipated to be released soon [10] - The company has signed agreements with the Hong Kong government and local universities to enhance its presence and capabilities in the region [10]

Core Viewpoint - Ant Group's subsidiary, Ant Technology, has made significant progress in Real World Asset (RWA) business development over the past year, particularly in the context of the Hong Kong Monetary Authority's Ensemble sandbox initiative [2][4]. Group 1: RWA Business Development - Ant Technology's RWA technology platform and business model have matured, leading to new explorations in computing power and broader financial assets [2][6]. - The company has linked over 15 million new energy devices, creating the world's largest on-chain new energy device network [6]. - The RWA platform utilizes a "two chains, one bridge" architecture to efficiently connect domestic assets with global capital [6]. Group 2: Technological Innovations - Ant Technology has introduced the Layer 2 blockchain Jovay, which significantly enhances RWA transaction throughput and reduces user response time to under one second [6]. - The company employs advanced technologies such as AI models, homomorphic encryption, and zero-knowledge proofs to ensure asset privacy and compliance [6]. Group 3: Market Engagement and Compliance - Ant Technology is actively engaging with the Hong Kong market through open-source code, ecosystem openness, tool sharing, and industry-academic collaboration [7]. - The company has established a comprehensive tokenization issuance ecosystem by collaborating with licensed institutions in Hong Kong, covering all aspects from securities trading to digital asset custody [11]. Group 4: Strategic Focus - Ant Technology has selectively pursued RWA projects, focusing on stable value assets with clear legal rights and verifiable off-chain data, while rejecting less stable asset classes [9]. - The company aims to set industry standards for asset tokenization, with a technical specification for on-chain asset standards expected to be released soon [11].

Group 1 - Ant Group's subsidiary, Ant Financial Technology, is expanding its capabilities in computing power and Real World Assets (RWA) [1] - The RWA business initially focused on new energy assets, but is now broadening its scope to include a wider range of financial assets [1] - Ant Group plans to launch its self-developed public blockchain by the end of September 2025, which will facilitate real transactions [1] Group 2 - RWA refers to the process of tokenizing real-world assets such as bonds and real estate using blockchain technology, enhancing asset liquidity and pricing in the Web 3.0 space [1] - As of July 26, 2025, the total scale of RWA on-chain reached $25.21 billion [1] - RWA is seen as an emerging financing method that can improve financing efficiency and shorten financing cycles, with significant potential for future applications [1][2] Group 3 - Hainan Huatie has been collaborating with Ant Chain since 2022 to explore the implementation of RWA business related to computing power assets and on-chain devices [2] - Hengsheng Electronics, a subsidiary of Ant Group, has been instrumental in helping financial institutions establish secure connections with virtual asset exchanges [2]

Core Insights - The "Anchor" Web3.0 Future Summit was held in Hong Kong, featuring key figures from the Chinese government and the financial sector, including executives from Ant Group and Huaxia Fund [1] Group 1: Ant Group's RWA Technology and Business Model - Ant Group's Vice President, Bian Zhuoqun, highlighted the maturity of their RWA technology platform and ecosystem, which has evolved from focusing on renewable energy assets to exploring broader financial assets [1][5] - The RWA practice of Ant Group was recognized as a representative case in the Hong Kong Monetary Authority's Ensemble sandbox, marking a year of accelerated development across technology, industry, and ecosystem [5] Group 2: Technological Advancements and Infrastructure - Ant Group has established a complete technological closed loop for digital assets, focusing on asset credibility, efficient circulation, transaction security, and compliance [6] - The company has linked over 15 million renewable energy devices, creating the world's largest on-chain renewable energy device network [6] - The "Two Chains and One Bridge" architecture facilitates efficient connections between domestic assets and global capital, while the Layer 2 blockchain Jovay enhances RWA transaction throughput and reduces user response time to under one second [6] Group 3: Strategic Focus and Market Positioning - Ant Group has selectively pursued RWA projects, focusing on stable value, clear legal rights, and verifiable off-chain data, rejecting many proposals that do not meet these criteria [7] - The company emphasizes the importance of compliance in asset issuance as a key to unlocking global circulation [8] - Ant Group is collaborating with licensed institutions in Hong Kong to integrate various financial services, including securities trading and digital asset custody, into a comprehensive ecosystem [8]

Group 1 - The Hang Seng Index closed up 0.69%, surpassing the 25,000-point mark, indicating a positive market response to reduced uncertainty factors [1] - S&P Global Ratings maintained China's sovereign credit rating at "A+" with a stable outlook, reflecting confidence in China's economic resilience and debt management [2] - The stock market environment is favorable, with expectations of a Federal Reserve rate cut in September, leading to a decline in the US dollar and an increase in gold prices [2] Group 2 - China's trade with ASEAN reached 4.29 trillion yuan, growing by 9.4%, making ASEAN the largest trading partner, while trade with the US decreased by 11.1% [3] - Apple announced a new $100 billion investment to shift more production to the US, contributing to a significant rise in its stock and related supply chain companies [4] - The express delivery industry in Guangdong raised its base price, leading to stock price increases for major players like ZTO Express [4] Group 3 - The brain-computer interface industry is expected to see significant innovation and the emergence of leading companies by 2030, supported by government policies [5][6] - The shipping industry is experiencing price increases, with major companies like Hapag-Lloyd and Maersk raising freight rates on various routes [7] - Dongyue Group anticipates a substantial profit increase of approximately 150% due to the ongoing demand for refrigerants and its leading position in the industry [9][10]

Robinhood will list Ondo (ONDO) and Floki Inu (FLOKI). Ondo Finance is a DeFi protocol focused on tokenizing RWA and bringing institutional-grade financial products on-chain. The Floki ecosystem includes Valhalla, FlokiFi Locker, University of Floki, and a debit card. https://t.co/LISLyilrHa ...