Group 1 - The company is considering a potential rights issue plan to support its strategic transformation and RWA ecological layout [1] - The funds raised are intended for research and development of AI digital humans, construction of RWA underlying asset portfolios and on-chain solutions, purchasing ETH and other cryptocurrencies for business reserves, and supplementing the company's working capital [1] - The board believes that the potential rights issue is crucial for the company's strategic transformation and future business development needs [1]

Core Viewpoint - The company is considering a potential rights issue plan to support its strategic transformation and RWA ecosystem layout, with the funds aimed at AI digital human research and development, RWA underlying asset portfolio and on-chain solution construction, purchasing ETH and other cryptocurrencies for business reserves, and supplementing the company's liquidity [1] Group 1 - The potential rights issue is deemed crucial for the company's strategic transformation and future business development [1]

Group 1 - The Hang Seng Index fell by 0.4%, while the Hang Seng Tech Index decreased by 0.54%, with a total turnover of 152 billion HKD in the Hong Kong stock market during the morning session [1] - The Hang Seng Biotechnology Index rose by 1%, with notable gains from companies such as MicroPort Scientific Corporation (02252) up by 10%, and Four Seasons Medicine (00460) up by 8% [1] Group 2 - MicroPort Scientific Corporation (02252) saw a rise of over 10%, indicating renewed interest in the robotics industry and steady progress in the company's commercialization efforts [2] - Dongyang Sunshine Pharmaceutical (06887) increased by nearly 7%, reporting a mid-term gross profit of 1.468 billion HKD, with key data on Ifenprodil presented at the US IPF summit [2] - Chuangsheng Group-B (06628) surged over 28%, with a mid-term net loss narrowing by 17.9%, and TST001 research data making its debut at ASCO [2] - Kingsoft Holdings (03918) rose by over 6%, with first-half performance exceeding market expectations, although uncertainties remain regarding the Naga3 project according to Citigroup [2] - Green Power Environmental (01330) increased by over 7%, with a 24.49% year-on-year increase in net profit attributable to shareholders, driven by its gas supply business [2] - Hylink Technology (01860) rose by 7.9%, with first-half revenue increasing by 40% year-on-year, and institutions optimistic about the continued release of the Mintegral platform's flywheel effect [2] - Zhi Zi Cheng Technology (09911) rose by over 6%, with first-half net profit nearly doubling, and the group's gross profit margin expected to improve significantly year-on-year [2] - Four Seasons Medicine (00460) rose by over 7%, achieving profitability in the first half and making substantial progress in its AI + medical beauty strategic layout [2] - Guofu Quantum (00290) increased by 6.86%, with a cumulative increase of nearly 1.8 times this year, collaborating with Huajian Medical to advance RWA ecosystem construction [2] - New Idea Network Group (01686) fell by over 17% post-results, with annual net profit increasing by 8% to 979 million HKD [2]

Core Viewpoint - Huajian Medical (01931) has seen a significant stock increase of over 13% following the announcement of a conditional agreement to acquire a 20.31% stake in Guofu Quantum for approximately HKD 3.142 billion, which will be paid through the issuance of shares. This acquisition aims to enhance capital synergy and establish an innovative cooperative network to support the globalization of Chinese assets [1][2]. Group 1 - Huajian Medical's stock rose by 13.31% to HKD 10.98, with a trading volume of HKD 45.6534 million [1]. - The acquisition of Guofu Quantum will make Huajian Medical the major shareholder, aiming to strengthen capital collaboration and broaden institutional cooperation [1]. - The company has launched several strategic initiatives since late July, including the "NewCo+RWA" exchange strategy and the issuance of IVDD stablecoins [2]. Group 2 - Huajian Medical's U.S. subsidiary is pursuing a stablecoin license, and the company has partnered with BGI's Huada Gongying to establish the world's first "innovative drug intellectual property tokenization fund" [2]. - The company announced the initiation of a "global enhanced Ethereum (ETH) treasury" strategy and completed a compliant purchase of HKD 149 million in ETH [2]. - Huajian Medical is seeking shareholder approval for a HKD 3 billion ETH purchase authorization to support the ecosystem construction of the medical innovative drug RWA trading platform [2].

Group 1 - Huajian Medical (01931) shares rose over 13%, reaching 10.98 HKD with a trading volume of 45.65 million HKD [1] - The company announced a conditional agreement to acquire 20.31% of Guofu Quantum's shares for approximately 3.142 billion HKD, to be paid through the issuance of consideration shares [1] - This acquisition aims to enhance capital synergy, promote the implementation of RWA ecosystem, and build an innovative cooperation network to support the globalization of Chinese assets [1] Group 2 - Since late July, Huajian Medical has launched several key strategic initiatives, including the introduction of the "NewCo+RWA" exchange strategy and the issuance of IVDD stablecoins [2] - The company is pursuing a stablecoin license for its U.S. subsidiary and has partnered with BGI's subsidiary to establish the world's first "innovative drug intellectual property tokenization fund" [2] - On August 8, Huajian Medical initiated the "Global Enhanced Ethereum (ETH) Treasury" strategy, collaborating with licensed exchange HashKey and completing a compliant purchase of 149 million HKD in ETH [2] - The company is seeking shareholder approval for a 3 billion HKD ETH purchase authorization to provide value anchoring and revenue feedback mechanisms for the RWA trading platform [2]

Core Viewpoint - The surge in Huajian Medical's stock price is driven by its announcement to apply for stablecoin issuance licenses in Hong Kong and the U.S., positioning itself as a pioneer in the medical technology sector for stablecoin issuance [2][3][4]. Group 1: Stock Performance - On July 21, Huajian Medical's stock opened significantly higher, peaking at a 58% increase, and closed up 32.88% at HKD 3.92 per share, with a market capitalization of HKD 6.356 billion [2]. - The company experienced a cumulative stock increase of 60% over two days, with trading volume exceeding HKD 50 million [2]. Group 2: Business Developments - On July 17, Huajian Medical announced the initiation of its stablecoin issuance license application process with relevant regulatory bodies in Hong Kong and the U.S. [2][3]. - The company’s U.S. subsidiary, IVDGROUPINC., has completed its registration and is now officially starting the stablecoin license application process [3]. Group 3: Market Reactions and Analysis - The market has shown mixed reactions to Huajian Medical's cross-industry initiatives, with some skepticism regarding its motives and the potential for "storytelling" [3]. - Analysts suggest that the company's approach addresses long-standing issues in the innovative drug sector, such as low liquidity and long financing cycles, by creating a Real World Asset (RWA) exchange focused on medical innovation [3][4]. Group 4: Regulatory Environment - Recent legislative developments in Hong Kong and the U.S. provide a favorable regulatory framework for stablecoin operations, enhancing Huajian Medical's strategic positioning [4]. - The Hong Kong Legislative Council's approval of the Stablecoin Bill marks a significant regulatory milestone, establishing a comprehensive framework for stablecoins and attracting Web3 projects to the region [4]. Group 5: Future Outlook - Market sentiment indicates confidence in the "innovative drug + stablecoin" integration, with expectations that Huajian Medical's RWA ecosystem could reshape valuation logic in the medical innovation sector [5]. - The potential for the company's stock to continue rising remains a point of interest for investors as it navigates the stablecoin landscape [5].