医疗创新药资产代币化

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8.8亿到30亿!华检医疗(01931)ETH储备额度再加码 医疗创新药流通基建再升级
智通财经网· 2025-08-16 06:29
Core Viewpoint - Company plans to apply for a funding limit of up to 3 billion HKD for potential cryptocurrency purchases, aiming to enhance its "Global Enhanced Ethereum (ETH) Treasury" strategy and accelerate the tokenization ecosystem of medical innovation drug intellectual property [1] Group 1: Strategic Upgrade - The board previously approved a maximum of 880 million HKD for purchasing Ethereum as a strategic reserve, with the first batch of 5,190 ETH acquired for a total price of 149 million HKD at an average cost of approximately 28,798 HKD (3,661 USD) per unit [1] - The new announcement seeks to increase the funding limit to 3 billion HKD, positioning the company as a leader in Ethereum reserves among listed companies in Hong Kong and globally [1] - The company emphasizes that the acquisition plan will strictly adhere to the regulatory framework for virtual assets in Hong Kong, ensuring asset safety and liquidity through compliant channels [1] Group 2: Ecological Synergy - The cryptocurrency strategy is closely tied to the company's core business of tokenizing medical innovation drug assets (RWA), utilizing its self-developed Web3 exchange ivd.xyz to convert high-value medical assets into tradable digital certificates [2] - Ethereum serves as the underlying infrastructure, providing value anchoring for RWA and generating staking income to support the treasury's growth [2] - The company has implemented a "seven-layer downside protection mechanism" and a "three-tier income enhancement engine" to safeguard shareholder interests amid market volatility [2] Group 3: Market Response - Following the announcement of the first ETH purchase, the company's stock price surged over 91% within a month, with a market capitalization exceeding 15 billion HKD, making it a focal point in the Hong Kong medical sector [3] - Market analysis indicates that the company's dual-driven model of "crypto treasury + medical RWA" aligns with valuation logic seen in leading Ethereum companies in the US, while offering greater industrial synergy [3] - The company has established a strategic partnership with BGI Win-Win Fund to acquire quality innovative drug pipelines, further enhancing the asset base of the ivd.xyz exchange [3] Group 4: Compliance First - The company reiterated that all cryptocurrency transactions will be conducted exclusively on regulated platforms, seeking independent approval at the shareholder special meeting to ensure transparency [3] - If the 3 billion HKD application is approved, the authorization will be valid for 36 months, allowing the board to execute the purchase plan in phases based on market conditions [3] - As traditional medical companies explore digital transformation, the company's innovative model of "Ethereum treasury + medical RWA" opens new pathways for asset allocation and value reassessment in the industry [3]