自願公告 有關開展資產代幣化RWA及相關應用之戰略佈局 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 SEAZEN GROUP LIMITED 新城發展控股有限公司 （於 開 曼 群 島 註 冊 成 立 的 有 限 責 任 公 司） （股 份 代 號：1030） 本集團歷經32年 發 展，資 本 積 累 深 厚，並 在RWA領 域 初 步 探 索。本 公 司 響 應 香 港特別行政區政府《香 港 數 字 資 產 發 展 政 策 宣 言2.0》所 倡 導 創 新 方 向，積 極 開 拓 新 機 遇，在 相 關 監 管 框 架 前 提 下，探 索 本 集 團 優 質IP資源和資產收益代幣化 RWA及 相 關 應 用 之 可 行 性。為 滿 足 跨 領 域 專 業 要 求，本 公 司 將 引 進 區 塊 鏈、數 字 金 融 和 合 規 領 域 外 部 專 家 以 彌 補 特 定 領 域 經 驗，包 ...

Core Viewpoint - The establishment of the Hong Kong Virtual Asset Listed Companies Association (HKVALA) marks a new phase in Hong Kong's digital asset sector, emphasizing a "regulatory-led, self-regulatory-driven" development approach [1][2]. Group 1: HKVALA Formation and Purpose - HKVALA was officially launched on August 27, 2025, symbolizing the integration of traditional finance and innovative technology in Hong Kong [1]. - The association aims to connect government regulators, listed companies, industry participants, and global investors, enhancing collaboration and consensus within the industry [2][10]. - The Hong Kong government is supportive of Web3 and tokenization, having issued official NFTs and green bonds, and is promoting the listing of the first virtual asset spot ETFs in the Asia-Pacific region [4]. Group 2: Industry Growth and Membership - As of September last year, Hong Kong had over 1,100 fintech companies, with an annual growth rate of 15%, including 11 licensed virtual asset trading platforms [2]. - HKVALA's founding members include leading listed companies from various sectors, with a total market capitalization of approximately $20 billion [6][7]. - The association's members represent a diverse range of entities, including digital asset treasury companies, licensed trading platforms, and traditional financial firms venturing into compliant digital assets [4][6]. Group 3: Strategic Initiatives and Future Directions - HKVALA plans to promote collaboration among members, enhance communication with traditional financial institutions, and support regulatory improvements to foster a healthy market environment [11]. - The association will focus on professional talent development and engage with educational institutions to prepare the workforce for the evolving digital asset landscape [11]. - The collaboration with Zhitong Finance will provide essential support in regulatory interpretation, compliance case analysis, and market feedback, establishing a comprehensive ecosystem for HKVALA members [10].

来源：喜娜AI 金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上昨夜今晨的财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 寒武纪上半年营收大增43倍，AI产业链企业业绩亮眼 8月26日晚，寒武纪发布2025年半年度报告，上半年实现营业收入28.81亿元，同比增长4347.82%；净利 润10.38亿元，同比扭亏。二级市场上，其股价自7月11日以来累计涨幅超150%，总市值从2190亿元攀 升至5560亿元。当晚，AI产业链多只大牛股也披露中报，胜宏科技上半年净利同比增长366.89%，中际 旭创同比增长69.40%。26日A股收盘后，国务院发布相关意见利好人工智能产业。详情>> 美团二季度营收增长，将取消骑手超时罚款 8月27日，美团发布2025年第二季度财报，营收918亿元，同比增长11.7%，经调整净利润15亿元。核心 本地商业板块营收653亿元，同比增长7.7%；新业务板块营收265亿元，同比增长22.8%。美团骑手体验 运营负责人表示，将在2025年年底前全面 ...

Robotics - Nvidia has launched a new computing platform, Jetson Thor, designed for physical AI and robotics developers, which includes the Jetson AGX Thor developer kit and the Jetson T5000 production module [1] - The platform aims to reduce reliance on cloud services by enabling multiple generative AI models to run simultaneously on edge devices [1] - The Chinese government has issued guidelines to promote the integration of AI across various sectors, targeting a penetration rate of over 90% for new intelligent terminals and entities by 2030, which is expected to support the development of embodied intelligent robots [1] Rare Earth - Northern Rare Earth reported a significant increase in half-year performance, with revenue reaching 18.866 billion yuan, a year-on-year growth of 45.24%, and net profit soaring by 1951.52% to 931 million yuan [2] - Prices for major rare earth products have risen by over 100,000 yuan per ton since August, driven by strong demand in the domestic permanent magnet industry [2] - The Chinese government has implemented total control measures for rare earth mining and processing, which is expected to further boost prices and profits in the sector [2] Quantum Computing - Beijing Boson Quantum Technology has established China's first large-scale dedicated optical quantum computer manufacturing facility in Shenzhen, expected to produce dozens of optical quantum computers annually [3] - The quantum computing industry is transitioning from laboratory research to commercial applications, with significant growth anticipated between 2025 and 2030, potentially reaching a market size of hundreds of billions of dollars [3] - China's "14th Five-Year Plan" prioritizes quantum technology, indicating potential breakthroughs in quantum communication and optical quantum computing [3] Satellite Internet - The Ministry of Industry and Information Technology has issued guidelines to promote the development of the satellite communication industry, including direct satellite connections for mobile devices and the establishment of satellite internet systems [4] - The satellite communication market in China is projected to exceed 200 billion yuan by 2025, with a compound annual growth rate of over 20% [4] - The integration of satellite communication with 5G and IoT is expected to reshape the global communication landscape, supported by government policies and funding [4] Digital Publishing - The digital publishing industry in China is projected to reach a record revenue of 1.748536 trillion yuan in 2024, marking an 8.07% increase from the previous year [5] - Key growth areas include digitalization of books and periodicals, as well as significant revenue increases in online gaming, online education, and web comics [5] - Technological innovations such as AI, blockchain, and VR/AR are driving the industry's evolution, with China positioned to become a leader in the global digital publishing market [5] Gallium Nitride (GaN) - Huawei and Shandong University have achieved a breakthrough in high-voltage power electronic devices by developing a 1200V vertical GaN-on-Si MOSFET, which offers a cost-effective solution for kilovolt-level power electronic systems [6][7] - This innovation is expected to accelerate the adoption of GaN devices in sectors such as electric vehicles, photovoltaic energy storage, and 5G communication [6][7] - The global GaN device market is projected to reach $6 billion by 2030, with a compound annual growth rate of 31.2% [7]

Core Insights - Ant Group's Ant Financial Technology has successfully launched its first financial asset RWA (Real World Asset) project, marking a significant milestone in the tokenization of financial assets [1][3] - The first batch of structured product tokens was issued by Guotai Junan International, utilizing Ant's blockchain technology for cross-chain transactions between Ant Chain and Ethereum, ensuring transparency and security [2][3] Group 1: Financial Asset RWA Launch - Guotai Junan International announced the launch of its first structured product tokens, including fixed-income redeemable tokens and principal-protected tokens linked to US stock ETFs, with a T+0 settlement mechanism [1][2] - The financial asset RWA is characterized by efficiency and transparency, allowing for real-time tracking of transactions on the blockchain, which reduces costs and enhances trust [2][4] Group 2: RWA Characteristics and Market Position - Financial asset RWA is seen as an ideal target for tokenization due to its inherent digital nature and compliance foundation, distinguishing it from previous RWA attempts in sectors like renewable energy [3][4] - The introduction of tokenization for financial assets aims to enhance the liquidity and efficiency of trading, providing investors with new asset allocation options [4][5] Group 3: Cautious Expansion and Risk Management - Ant Group emphasizes a cautious approach to expanding RWA assets, focusing on compliance and the quality of underlying assets to ensure stability and transparency [5][6] - The company has rejected numerous RWA requests in sectors deemed unsuitable, reinforcing the need for a solid foundation in asset quality and regulatory compliance [5][7] Group 4: Future Considerations and Market Strategy - The development of RWA requires clear boundaries, focusing on assets with stable cash flows and established pricing mechanisms to leverage blockchain's advantages [6][7] - The industry is encouraged to conduct pilot projects in markets with clear regulatory frameworks, such as Hong Kong and Singapore, before broader implementation [6][7]

Core Insights - The establishment of the "Hong Kong Digital Asset Listed Companies Association" marks a significant step in promoting digital assets in Hong Kong, with participation from over 80 listed companies and financial institutions [1][2] - The Hong Kong government is committed to fostering innovation in financial technology, with over 1,100 fintech companies operating in the region and a 15% annual growth rate [1][2] Group 1: Government Initiatives - The Hong Kong government plans to regularize the issuance of green bonds and explore tokenization applications in various sectors, including renewable energy [2] - A funding program has been launched to support projects with commercial potential, offering up to HKD 500,000 for tokenization certification and commercialization [2] Group 2: Participating Companies - A list of participating companies includes notable H-shares such as Guofu Quantum, China New Economy Investment, and Huya Capital, among others [3] - A-share participants include Zhaoxin Co. and Jingbeifang, while US-listed companies include Galaxy Digital and Amber [4]

Core Insights - The establishment of the Hong Kong Digital Asset Listed Companies Association is a significant milestone for the development of the digital asset sector in Hong Kong [1][3] - The Hong Kong SAR government maintains an open attitude towards the development of the digital asset field, with public discussions on the potential linkage between cryptocurrencies and stocks [1] Group 1 - Zhang Huachen estimates that the market value of digital assets held by Hong Kong-listed companies is over $200 billion, while the value of digital assets related to compliance license applications and operational funds is roughly estimated to be under $2 billion [3] - The scale of digital assets within the Hong Kong Digital Asset Listed Companies Association is expected to grow in the future [3] - Traditional financial companies are seen as key intermediaries in facilitating the linkage between cryptocurrencies and stocks, playing a crucial role in the exploration of digital sector development [3]

Core Viewpoint - The company has entered into a memorandum of understanding with Mile Green Company Limited to explore potential opportunities in the physical asset sector, leveraging blockchain technology and tokenization [1][2] Group 1: Strategic Collaboration - The collaboration aims to jointly invest in a physical asset ecosystem, identifying and evaluating potential opportunities in the sector [1] - The partnership is expected to provide strategic opportunities for the company to discover business prospects in physical assets and potentially yield returns through investments in the ecosystem [2] Group 2: Technological Integration - The company plans to utilize its proprietary artificial intelligence, Internet of Things, and digital solutions during the tokenization process [2] - The collaboration may also serve as a platform for the company to gain valuable knowledge and operational expertise from Mile Green, which can be applied to future developments in the digital asset space [2] Group 3: Market Expansion - The company anticipates exploring additional opportunities with Mile Green's affiliates, which may involve upgrading its WiFi systems and power generation facilities using the group's electronic components [2] - The favorable regulatory environment in Hong Kong, along with recent supportive policies for stablecoins and cryptocurrency development, provides a conducive setting for the company to explore these opportunities in the Web3 domain [1]

Core Insights - Safety Shot has completed a strategic financing plan totaling $30 million, with approximately $5 million approved in cash and $25 million paid by the BONK token founding team [1] - The new shares were issued at a price of $0.46 per share, with participation from multiple strategic investors including the digital asset platform FalconX [1]

Group 1 - The 27th Asia Pet Expo held in Shanghai from August 20 to 24 showcased a record scale with over 2,600 exhibitors and more than 20,000 participating brands across an exhibition area of 310,000 square meters [1] - The focus of this year's expo shifted towards the application of smart technology and innovation in pet care, reflecting the growing demand for high-tech and intelligent pet health products among pet owners [1] - ZhongAn Insurance announced a collaboration with Alipay to enhance the convenience of purchasing pet insurance and claims services through NFC technology, aiming to integrate smart technology into pet care [1] Group 2 - Ant Group's digital asset platform, Whale Exploration, highlighted the unique characteristics of NFTs, which are based on blockchain technology, ensuring ownership transparency and traceability [2] - The pet economy is experiencing robust growth despite the global economic downturn, with pet insurance emerging as a crucial link between medical services and pet care, showing significant growth potential [2] - ZhongAn Insurance reported that by the first half of 2025, the number of services provided in the pet ecosystem reached nearly 880,000, with a total of 3.25 million services, reflecting a 79% increase in per capita service frequency compared to the previous year [2]