Core Viewpoint - Huajian Medical (01931) has announced a strategic partnership with Renhe Pharmaceutical (000650.SZ) to establish the world's first vertical RWA exchange focused on the OTC sector in the United States, marking a significant step in the implementation of its "ETHK blockchain financial ecosystem strategy" [1][2] Group 1: Strategic Collaboration - The collaboration with Renhe Pharmaceutical signifies a new phase in the large-scale implementation and value realization of the "ETHK" blockchain financial ecosystem strategy [1] - This partnership serves as a benchmark case for the innovative "ETHK global RWA exchange" business model, aiming to create a replicable model that validates the feasibility and potential of this innovation [1] Group 2: Vision and Mission - The company believes that the ultimate mission of financial technology is to serve the real economy and create inclusive value, which this collaboration exemplifies [2] - The goal is to empower classic national brands like Renhe Pharmaceutical to achieve digital transformation and promote successful ecological models across various industries, contributing to national industrial upgrades and the development of the digital economy [2] Group 3: Future Outlook - The board is confident that this strong alliance will generate significant synergies, positively impacting the strategic transformation and value reassessment of both companies [2] - The company aims to ensure the successful launch and stable operation of the world's first OTC RWA exchange through close collaboration with Renhe Pharmaceutical, leveraging both parties' resources [2]

Core Viewpoint - The strategic partnership between Huajian Medical and Renhe Pharmaceutical aims to establish the world's first vertical RWA exchange focused on the OTC sector in the United States, marking a significant step in Huajian's ETHK blockchain financial ecosystem strategy [1][2] Group 1: Strategic Collaboration - The collaboration with Renhe Pharmaceutical represents a key milestone in the implementation of Huajian's ETHK blockchain financial ecosystem strategy and the innovative "ETHK global RWA exchange" business model [1] - This partnership is intended to create a replicable model that validates the feasibility and potential of the innovative approach [1] Group 2: Commitment to Economic Development - Huajian Medical emphasizes that the ultimate mission of financial technology is to serve the real economy and create inclusive value, which this collaboration exemplifies [2] - The company aims to leverage technology to assist classic national brands like Renhe Pharmaceutical in their digital transformation, promoting successful ecological models across various industries [2] Group 3: Future Growth and Synergy - The board believes that this collaboration will generate significant synergies, positively impacting the strategic transformation and value reassessment of both companies [2] - Huajian Medical plans to work closely with Renhe Pharmaceutical to ensure the successful launch and stable operation of the world's first OTC RWA exchange, aiming for high standards and quality [2]

Core Viewpoint - The strategic partnership between Huajian Medical and Renhe Pharmaceutical aims to establish the world's first specialized trading platform for over-the-counter (OTC) real-world assets (RWA), addressing a significant gap in the global market [1][2]. Group 1: Strategic Collaboration - The collaboration signifies a new phase in Huajian Medical's "ETHK" blockchain financial ecosystem strategy, marking the global debut of its innovative "ETHK Global RWA Exchange" business model [2]. - Renhe Pharmaceutical, as the president unit of the China OTC Association, plays a crucial role in industry policy discussions and standard-setting, leveraging its strong market position to lead the development of the OTC sector [1][2]. Group 2: Goals and Vision - The partnership reflects the commitment to create a transparent, efficient, and compliant digital trading platform for intangible assets and product rights in the OTC industry, ultimately serving the broader goal of enhancing the digital economy and national industrial upgrades [2]. - The collaboration is expected to generate significant synergies, driving strategic transformation and value reassessment for both companies, while ensuring the successful launch and operation of the OTC RWA exchange [3].

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RT Sei (@SeiNetwork)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 ...

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 ...

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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]