据悉，合作方CONSCIOUSNESS FOUNDATION LTD.在消费级产品设计、全球销售运营领域具备成熟 团队与资源，且已取得明确订单协议，可快速推动AI机器人产品实现市场落地。董事会认为，本次合 作及合资公司的设立，将推动集团在AI驱动机器人领域实现突破性布局，补全集团从AI技术研发到实 体产品落地的产业链闭环，助力Web4.0战略进一步落地。 大洋集团(01991)早盘大涨超14%，截至发稿，涨13.33%，报0.85港元。 消息面上，近日，大洋集团宣布与CONSCIOUSNESS FOUNDATION LTD.订立一份不可撤销之战略合 作协议，核心内容包括拟共同成立合资公司，并就"硅基伙伴(Silicon Buddy)"AI智能硬件项目深度合 作，聚焦X-Mart品牌AI潮玩陪伴机器人的研发、生产、全球销售及持续迭代升级，标志集团AI战略正 式进入实体产品落地阶段。 ...

Core Viewpoint - The strategic partnership between Ocean Group Holdings Limited and Consciousness Foundation Ltd. aims to develop the "Silicon Buddy" AI companion robot under the X-Mart brand, marking a significant advancement in the company's Web 4.0 strategy by transitioning AI technology from virtual digital humans to physical smart hardware [1][4]. Group 1: Strategic Partnership - The collaboration is a key move in Ocean Group's transformation from traditional manufacturing to a Web 4.0 digital ecosystem builder, with clear division of roles and complementary strengths to accelerate the development and market launch of AI robotic products [2][4]. - Ocean Group will leverage its core competencies to provide comprehensive AI technology support and a mature smart hardware supply chain, including multi-modal interaction algorithms, emotional perception systems, and backend data platform development [2][3]. - Consciousness Foundation Ltd. will contribute its established consumer product design team and global sales channels, responsible for the creative design, terminal operations, and market promotion of the AI robot, ensuring rapid product scaling with existing order resources [2][3]. Group 2: Technological and Industrial Foundation - Ocean Group has a solid foundation with 30 years of experience in silicone core component manufacturing, creating an integrated production system and global supply chain capabilities essential for smart hardware mass production [3]. - The company initiated AI technology research and development in 2023, forming a specialized AI digital division that has established a core barrier in the AI digital human field, validating its self-developed data-asset-value (DAT) model in various sectors [3]. - The integration of digital human multi-modal interaction and emotional recognition technologies into physical robots completes the industrial loop for the company's AI technology deployment [3]. Group 3: Market Potential and Future Plans - The global digital economy is entering an AI-driven industrial upgrade cycle, with the AI smart hardware market experiencing explosive growth, making this partnership a crucial step for Ocean Group to break traditional business boundaries and implement its Web 4.0 strategy [4]. - The collaboration is expected to facilitate rapid product monetization and assist the company in accelerating its transformation into an AI smart hardware and digital ecosystem enterprise [4]. - Future plans include leveraging the joint venture to promote the global rollout of X-Mart robots and exploring the integration of AI robots with Real World Asset (RWA) tokenization, thereby broadening the value boundaries and enhancing the company's core competitiveness and long-term profitability [4].

3.双方共设合资运营公司，独家负责X-Mart品牌AI潮玩陪伴机器人的全生命周期管理，涵盖产品量产、 全球市场推广、用户反馈收集及产品迭代升级，确保AI机器人产品持续契合市场需求。 1.集团核心输出：提供全栈AI技术支持(含AI交互算法、智能场景适配系统、后台数据中台搭建)，及成 熟的智能硬件全供应链整合能力(依托集团三十年硅胶制造产业积淀，覆盖核心部件生产、品控及规模 化交付)。 2.CONSCIOUSNESSFOUNDATION LTD.核心负责：AI机器人外观创意设计(贴合潮玩市场消费需求)、 全球销售渠道铺设及终端用户运营，且已携一定规模订单资源开展合作。 格隆汇2月3日丨大洋集团(01991.HK)公告，于2026年2月3日，公司与CONSCIOUSNESSFOUNDATION LTD.("合作方")订立一份不可撤销战略合作协议，核心内容包括拟共同成立合资公司，并就"硅基伙伴 (SiliconBuddy)"AI智能硬件项目深度合作，聚焦X-Mart品牌AI潮玩陪伴机器人的研发、生产、全球销售 及持续迭代升级，标志集团AI战略正式进入实体产品落地阶段。 本合作是集团践行"从传统制造向Web4.0数字生 ...

合作方CONSCIOUSNESS FOUNDATION LTD.在消费级产品设计、全球销售运营领域具备成熟团队与 资源，且已取得明确订单协议，可快速推动AI机器人产品实现市场落地;本集团不仅拥有硅胶制造领域 的深厚产业根基，更已组建专业AI研发团队，在AI交互算法、智能硬件系统开发等领域形成核心能 力，可为机器人产品提供技术底层支撑。 董事会认为，本次合作及合资公司的设立，将推动本集团在AI驱动机器人领域实现突破性布局，补全 本集团从AI技术研发到实体产品落地的产业链闭环，助力本集团Web4.0战略进一步落地，加速从传统 制造企业向AI智能硬件及数字生态企业的战略转型，最终提升本集团核心竞争力与长期盈利能力，为 股东创造持续且丰厚的回报。 大洋集团(01991)发布公告，于2026年2月3日，本公司与CONSCIOUSNESS FOUNDATION LTD.订立一 份不可撤销之战略合作协议，核心内容包括拟共同成立合资公司，并就"硅基伙伴(Silicon Buddy)"AI智 能硬件项目深度合作，聚焦X-Mart品牌AI潮玩陪伴机器人的研发、生产、全球销售及持续迭代升级， 标志本集团AI战略正式进入实体产品落地 ...

Core Viewpoint - The company is considering a potential rights issue to raise funds for AI digital human research and development, establishing a real-world asset (RWA) portfolio, and acquiring strategic digital assets like Ethereum to support its transition to Web4.0 and RWA ecosystem layout [1][2] Group 1: Potential Rights Issue - The potential rights issue aims to provide financial support for the company's strategic direction in AI and digital transformation announced in August [1] - It is expected to strengthen the company's financial foundation and enable it to seize long-term opportunities in the trillion-dollar industries of education, gaming, and health [1] Group 2: Strategic Transformation - The company is undergoing a transformation process that includes capital innovation, technological innovation, and business model innovation, aligning with its previously announced transformation blueprint [2] - The rights issue is seen as a crucial opportunity to capture the advantages of Web4.0 development and accelerate the layout in the RWA field, potentially expanding new revenue sources such as AI digital services and RWA ecosystem services [2] Group 3: Company Background - Established in 1991 and listed in 2007, the company has a strong foundation in the silicone input device sector, focusing on core components for consumer electronics and automotive products [2] - With the deepening global digital transformation, the company is strategically transitioning to Web4.0, targeting AI, RWA tokenization, and Hong Kong policy ecology as its core drivers [2] - The company aims to become a leading player in the AI and RWA sectors in the Asia-Pacific region, facilitating high-quality global economic development [2]

Group 1 - The core viewpoint of the article is that Ocean Group is considering a potential rights issue to raise funds for its AI and digital transformation strategy, aiming to capitalize on Web 4.0 opportunities [1][2] - The potential rights issue is expected to provide financial support for the company's strategic direction announced in August, which includes establishing a core digital asset pool and accelerating AI digital human technology development [1][2] - The company aims to leverage new funds and resources from the potential rights issue to strengthen its financial foundation and seize long-term opportunities in the trillion-dollar industries of education, gaming, and health [1][2] Group 2 - Ocean Group's chairperson, Ms. Shi Qi, emphasized the critical positive significance of the potential rights issue for the company's transition into the digital economy era, aligning with its previously announced transformation blueprint [2] - The company is undergoing a transformation process involving capital innovation, technological innovation, and business model innovation, which is expected to help capture opportunities in Web 4.0 and expand into new revenue sources [2] - Ocean Group, established in 1991 and listed in 2007, has a strong foundation in the silicone input device sector and is now pivoting towards becoming a leader in AI and RWA tokenization in the Asia-Pacific region [2]

Core Viewpoint - The company has successfully improved its profitability by adjusting its business structure and optimizing costs in response to the complex global economic environment, achieving significant growth in revenue and profit [1][2] Financial Performance - For the six months ending June 30, 2025, the company reported revenue of HKD 291 million and a gross profit of approximately HKD 61.8 million, representing a substantial year-on-year increase of 66.6% [1] - The gross margin improved to 21.3%, and the company achieved a net profit of HKD 2.411 million, successfully reversing the loss from the same period last year [1] Business Segments - The silicone business, as the company's traditional core segment, generated revenue of approximately HKD 102 million, with applications across consumer electronics, automotive, medical, and household products [1] - The digital marketing segment reported revenue of about HKD 186 million, significantly enhancing its profitability and becoming a key driver of overall performance improvement [1] Strategic Initiatives - The company is actively pursuing a strategic transformation centered around Web 4.0, exploring innovative applications such as artificial intelligence digital humans and real-world asset (RWA) tokenization, which are expected to inject new momentum for sustainable growth and open up further growth opportunities [2]

Core Insights - The company achieved its first overall net profit after years of continuous losses, with a net profit of 2.41 million HKD for the six months ending June 30, 2025, despite a 43.5% decline in revenue to approximately 291 million HKD [1] - The improvement in profitability is attributed to cost control and business optimization, particularly in the digital marketing segment [1] - The company's strategic transformation towards Web4.0 is expected to inject strong growth momentum and provide long-term value for shareholders and investors [1] Financial Performance - For the first half of 2024, the company reported a net loss of approximately 31.66 million HKD, and for the entire year, the net loss was about 85 million HKD; in 2023, the total net loss reached around 120 million HKD [1] - The gross profit margin significantly increased to 21.3% during the reporting period [1] Strategic Transformation - The company is focusing on a Web4.0 transformation strategy, emphasizing the integration of AI digital human technology and the tokenization of real-world assets (RWA) [2] - The transformation will target three key areas: education, gaming, and health, promoting data standardization, asset digital expression, and global value collaboration [2] - The concept of "mirror value" is introduced, where AI-enabled digital humans become dynamic entities with economic output capabilities, marking a fundamental shift in digital asset paradigms [2] Capital Operations - The company raised approximately 12 million HKD through a share subscription in the first half of the year, primarily for the development of digital marketing hardware and software [2] - A new round of share subscription in July is expected to further enhance the company's financial flexibility [2] Industry Developments - The establishment of the "Hong Kong Digital Asset Listed Companies Association" on August 27, which includes representatives from digital asset listed companies and licensed financial institutions, indicates a growing focus on digital assets in the region [3] - The company's chairman, Shi Qi, was appointed as the vice president of the newly formed association [3]

Core Viewpoint - The company, Ocean Group, is leveraging AI digital humans and real-world asset tokenization (RWA) to build a digital economy ecosystem in the trillion-dollar sectors of education, gaming, and health, serving as a model for digital transformation [1] Group 1: Strategic Transformation - Ocean Group's chairman, Shi Qi, emphasized that Web4.0 represents an "intelligent web" that integrates the distributed architecture of Web3.0 with AI's autonomous decision-making and human-machine interaction [2] - The company has expanded its digital marketing business through the acquisition of Beijing Jusheng Technology Co., Ltd., laying the groundwork for its strategic transformation [2] - The rise of the "one-person company" model highlights a fundamental shift in business logic, where individuals or small teams can rapidly grow into "super individuals" using compliant digital tools and financing models [2] Group 2: Digital Achievements' Pillars - Ocean Group identifies four pillars for achieving digital success: brand, content and products, marketing, and systems and teams [3] - In branding, the focus is on niche communities to amplify influence, as demonstrated by overseas entrepreneurs achieving significant income through the one-person company model [3] - The content and product strategy involves using AI tools to efficiently generate high-quality outputs, ensuring that every digital footprint translates into actual revenue [3] Group 3: Overcoming Digital Transformation Challenges - The primary barrier to digital transformation is not technology but rather organizational mindset, with 99% of organizations still using static architectures that create information silos [4] - Ocean Group's approach to overcoming these challenges includes a multi-dimensional evaluation of projects based on user value, technical feasibility, and compliance risks [4] - The company adopts a "low-cost trial and error + rapid iteration" strategy to manage the high costs associated with digital transformation [4] Group 4: Risk Management and Compliance - In the data economy, privacy protection and compliance are crucial, and Ocean Group aims to transition to a machine economy for secure data processing and value extraction [5] - The company has established a comprehensive compliance system that aligns with local regulations while facilitating global market access for its RWA projects [5] Group 5: Implementation Pathways - Ocean Group has identified education, gaming, and health as key sectors for its digital transformation, aligning with AI and RWA technologies while leveraging its resource advantages [6] - The company is building a global traffic network as a foundational infrastructure for its transformation, focusing on data standardization and compatibility across sectors [6] - The transition reflects the necessity of embracing digital achievements in an era where the AI economy is projected to exceed $15.7 trillion [6]

Core Insights - The article discusses the launch of the "Web4.0 Strategy Release Conference and RWA Ecological Initiation Ceremony" by a Hong Kong-based company, marking a strategic shift towards integrating AI digital humans and Real World Asset tokenization (RWA) [1] - The event signifies a transition for traditional industry groups in China towards becoming value engines in the digital universe, particularly in the context of a rapidly evolving AI economy and new virtual asset regulatory frameworks in Hong Kong [1] Group 1 - The global AI economy has surpassed a critical scale of $15.7 trillion, indicating significant growth potential in this sector [1] - Hong Kong is transforming into a core hub for the value internet of the Web4.0 era, driven by the government's efforts to establish new regulatory mechanisms for virtual assets [1] - The company, with 30 years of industry experience, is initiating a journey towards Web4.0, moving beyond traditional linear growth models [1] Group 2 - The company aims to leverage AI digital humans as a driving force and RWA as fuel to build a sustainable, expandable, and inheritable digital economy ecosystem in three major trillion-dollar sectors: education, gaming, and health [1] - This strategic initiative reflects a broader trend of traditional companies seeking to innovate and adapt to the digital economy landscape [1]