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华检医疗(01931) - 自愿性公告完成以太坊(ETH)首次储备
2025-08-08 09:08
本 公 司 董 事 會(「董事會」)欣 然 宣 佈,為 推 進 本 集 團「全 球 增 強 版 以 太 坊(ETH) 金 庫」戰 略 的 快 速 落 地,經 董 事 會 決 議 批 准,本 公 司 將 可 最 多 動 用8.8億港元於 公 開 市 場 購 買 以 太 坊(ETH)作 為 儲 備 資 產。本 公 司 將 通 過 自 有 資 金 及 透 過 募 集 資 金 活 動 籌 集 的 資 金 來 加 大 購 買 額 度,將 依 上 市 規 則 適 時 作 出 進 一 步 公 告, 包 括 但 不 限 於 召 開 股 東 大 會 通 過 加 大 購 買 額 度 等。本 公 司 已 通 過 香 港 持 牌 虛 擬資產交易所HashKey Exchange完 成 首 批 以 太 坊(ETH)的 合 規 購 買,並 計 劃 通 過 定 投 式 加 倉 策 略 持 續 增 持,目 標 成 為 港 股 市 場 乃 至 全 球 以 太 坊(ETH)儲 備 規 模 領 先 的 上 市 公 司。 截 至 本 公 告 日,本 公 司 首 批 合 共 買 入5,190枚 以 太 坊(ETH),每 枚 平 均 價 格 為 28, ...
中美贸易协议达成释放流动性,加密市场迎来结构性回暖
Sou Hu Cai Jing· 2025-05-12 14:23
Group 1 - The core point of the news is the positive impact of the new US-China trade agreement on the global financial market, particularly benefiting the cryptocurrency market through increased liquidity and confidence [1] - The trade agreement focuses on tariff reductions and the establishment of a technology cooperation framework, which alleviates geopolitical tensions and enhances global supply chain efficiency [1] - The People's Bank of China's recent "double reduction" policy, which includes a 0.5% reserve requirement cut and a 0.1% interest rate cut, has released over 1 trillion yuan in liquidity, further supporting the upward trend in the cryptocurrency market [1] Group 2 - Bitcoin's price has stabilized between $95,000 and $104,000, with a significant improvement in market structure as institutional investors shift from speculative trading to long-term positioning [2] - Major institutions like BlackRock and Fidelity have absorbed over $30 billion in funds through spot ETFs, with on-chain data indicating that the proportion of spot holdings has risen to 67% [2] - The regulatory framework for cryptocurrencies is accelerating in various US states, with New Hampshire incorporating Bitcoin into its state reserve system and Texas easing mining site access [2] Group 3 - The trade agreement and liquidity easing are propelling the Web3 ecosystem into a critical phase of technological commercialization, with advancements in modular blockchain, privacy computing, and cross-border payment systems [3] - Modular blockchain solutions like those from Celestia and Avalanche support millions of TPS scenarios, significantly reducing on-chain transaction costs [3] - Zero-knowledge proof (ZKP) technology has captured over 45% of the market share in the Ethereum ecosystem, with ZKRollups becoming a mainstream scaling solution [3] - The cost of remittances for small and medium-sized enterprises in Southeast Asia has dropped from 6.8% to 1.2% due to real-time settlement systems based on stablecoins, with transaction volumes exceeding $1 trillion [3]
OSL集团(00863):香港首家上市合规数字资产交易所,内生外延全球化增长可期
ZHESHANG SECURITIES· 2025-04-30 11:12
Investment Rating - The report assigns an "Accumulate" rating for OSL Group, marking the first coverage of the company [6] Core Insights - OSL Group has achieved profitability for the first time since its strategic transformation in 2018, with a revenue increase of 78.6% year-on-year to HKD 375 million in 2024, and a net profit of HKD 54.8 million, reversing a loss of HKD 250 million from the previous year [1][4] - The company is accelerating its global expansion, particularly in Asia, the Middle East, and Europe, with recent acquisitions including CoinBest, now OSL Japan, and a target company in Italy [2] - A new PayFi business line has been introduced, with an investment of up to USD 30 million to develop a global PayFi ecosystem, bridging traditional finance and Web3 [3] Financial Forecast and Valuation - The forecast for OSL Group's net profit from 2025 to 2027 is projected at HKD 60 million, HKD 82 million, and HKD 681 million, with year-on-year growth rates of 7.59%, 36.72%, and 728.29% respectively [4][10] - The estimated earnings per share (EPS) for the same period are HKD 0.10, HKD 0.13, and HKD 1.09, with a price-to-sales (P/S) ratio of 10x for 2025, leading to a target price of HKD 11.98 [4][10]