作为粤港澳大湾区的地理几何中心，南沙正处于多重国家战略叠加的关键机遇期。在"南沙金融30条"的牵引下，南沙在大湾区科技与金融创新中发挥怎样的作用？ 在第二十届中国经济论坛平行论坛——2025大湾区科技与金融创新发展大会上，广州市南沙区委常委、常务副区长孙勇表示，南沙将在深化大湾区科技金融创新中 争当排头兵，携手各界共绘科技创新与金融赋能的发展蓝图。 孙勇介绍，南沙作为承载国家级新区、自贸试验区等多重使命的重大平台，战略红利加速释放。随着"南沙金融30条""双15%税惠"等重磅政策落地见效，南沙高质 量发展跑出"加速度"：2025年前三季度GDP增速跃居全市第二，战略性新兴产业增加值占GDP比重达37.8%，研发投入强度提升至5.48%，高新技术企业总数突破 1300家，35家企业获评国家级专精特新"小巨人"，4家上榜2025全球独角兽榜单。 责编：李丹 校对：李凌锋 版权声明 在金融创新领域，南沙已形成支柱性产业优势。金融业增加值在全区GDP的占比超11%，税收常年位居行业前五，累计落地近百项金融创新成果，近40项入选国 家、省、市创新案例或试点。作为全国首批跨境贸易投资高水平开放试点和气候投融资试点地区，南 ...

Core Insights - Hainan Free Trade Port is progressing towards full island closure operations, marking a significant milestone in its development [1][3] - The "4321" policy framework has been established, enhancing the flow of people, goods, capital, and data, while providing tax incentives and legal protections [1] - The EF account has emerged as a key financial innovation, facilitating over 170 billion yuan in cross-border transactions since its launch [1][2] Policy Framework - The "4321" policy system includes four types of flows (people, goods, capital, data), three areas of trade (goods, services, investment), two tax incentives for businesses and individuals, and one legal foundation through the Hainan Free Trade Port Law [1] - The integration of these policies aims to create a stable and innovative environment for the long-term development of the free trade port [1] Financial Innovation - The EF account, launched in May 2024, has completed cross-border fund settlements exceeding 170 billion yuan, covering 61 countries and regions [1] - The account allows for high levels of capital transfer freedom, aligning with international financial market standards [1] - Companies have reported significant improvements in cross-border transaction efficiency and cost savings due to the EF account [1][2] Economic Development - The aircraft maintenance industry has become a flagship high-end service sector in Hainan, with over 2,300 aircraft serviced since 2022 [2] - The contribution of key industries (tourism, modern services, high-tech, and efficient tropical agriculture) to Hainan's GDP has increased by 13.7 percentage points over the past five years, reaching 67% [2] - Hainan's actual foreign investment has grown by an average of 14.6% annually, surpassing 100 billion yuan, with the economic openness increasing to 35% [2] Symbolic Significance - The decision to initiate full island closure operations on December 18, 2023, symbolizes China's commitment to high-level opening-up and showcases Hainan as a new hub for global investment and entrepreneurship [3]

Core Viewpoint - 华检医疗 has experienced a significant stock price surge, driven by its strategic move into the RWA (Real World Assets) sector and the establishment of a global Ethereum (ETH) reserve strategy [1][2][10]. Company Strategy - On August 8, 华检医疗 announced the launch of a "Global Enhanced Ethereum (ETH) Treasury" strategy and formed a global strategic partnership with HashKey Group [1][2]. - The company plans to invest up to 8.8 billion HKD in purchasing ETH as reserve assets, with an initial purchase of 1.5 billion HKD already completed [1][2]. - 华检医疗 aims to create a Web3 exchange ecosystem focused on medical innovation assets, named "ivd.xyz," and plans to issue a stablecoin called IVDD [3][4]. Financial Performance - Since the market rally began on July 14, 华检医疗's stock price has increased by over 360%, reaching a peak of 12.86 HKD per share [1][2]. - The company's market capitalization currently stands at 150 billion HKD [1][2]. - The first batch of ETH purchased amounted to 5,190 coins at an average price of 3,661 USD each, resulting in a total transaction value of approximately 1.4947 billion HKD [2]. Market Context - The RWA sector has gained significant traction recently, with a reported global RWA asset total of 25.5 billion USD by mid-2025, driven by tokenization of real assets [10]. - The RWA market is currently dominated by private credit (58.5%), U.S. Treasury bonds (29.6%), and commodities (6.4%) [10]. Company Background - 华检医疗 is primarily an IVD (in vitro diagnostics) product distributor, with its own brand of IVD products [6][7]. - The company has faced fluctuating net profits since its IPO in 2019, with a notable decline in net profit expected for the first half of 2025 [6][7]. - 华检医疗's revenue structure shows that distribution business accounts for over 90% of total revenue, with self-branded products contributing only a small fraction [7]. Regulatory Environment - 华检医疗 has initiated the process to apply for a stablecoin license with U.S. regulatory authorities [5]. - The RWA sector is also seeing regulatory developments, with a registration platform launched in Hong Kong to facilitate the tokenization of assets [12].

Core Viewpoint - The Hong Kong government is actively working to expand new economic growth points while consolidating traditional industries, aiming to enhance Hong Kong's competitiveness and international influence as a "super connector" and "super value creator" [1][2]. Group 1: International Cooperation and Market Expansion - The government emphasizes the importance of deepening international cooperation, leveraging Hong Kong's unique position to connect mainland China with global markets, and expanding into emerging markets in the Global South [1][3]. - Efforts include strengthening regional cooperation with ASEAN, the Middle East, and countries along the Belt and Road Initiative, with specific agreements already signed or in negotiation with Bahrain, Qatar, and others [2][3]. Group 2: High-Value Supply Chain Development - A high-value supply chain service mechanism has been established to attract mainland enterprises to set up international or regional headquarters in Hong Kong, facilitating their global supply chain management [3][4]. Group 3: Industry-Specific Initiatives - The government is focusing on various industries, including: - **Innovation and Technology**: Promoting sectors like health tech, AI, and advanced manufacturing through targeted measures [4][5]. - **Space Economy**: Supporting research and development in space-related technologies and simplifying licensing for low Earth orbit satellite operations [4][5]. - **Low-Altitude Economy**: Developing a smart low-altitude economic ecosystem and expanding regulations for drone technology [5][6]. - **Halal Industry**: Enhancing Hong Kong's competitiveness in the halal market through legislative changes and promotional activities [6][7]. - **Professional Certification Services**: Expanding certification services into new fields such as green finance and ESG [6][7]. - **Financial Innovation**: Implementing a licensing system for digital asset trading platforms and stablecoins to foster sustainable growth in the digital asset sector [6][7]. - **Green Industry**: Supporting local green technology development and promoting Hong Kong as a center for sustainable finance [7][8]. - **Cultural and Creative Industries**: Developing a creative ecosystem and supporting industry-specific projects to enhance Hong Kong's status as a creative hub [7][8]. - **Sports Industry**: Noting a steady growth in the sports sector, with a reported increase in value added from sports activities [8][9]. Conclusion - The government is committed to collaborating across various policy areas to create a conducive environment for economic development, welcoming suggestions from legislators to enhance these initiatives [9].

Group 1: Economic Development and Industrial Transformation - During the "14th Five-Year Plan" period, Tianjin achieved a qualitative improvement and reasonable quantitative growth in economic and social development, focusing on the coordinated development of the Beijing-Tianjin-Hebei region and promoting significant reforms and opening-up [1] - Looking ahead to the "15th Five-Year Plan," Tianjin aims to enhance its role as a pioneer in reform and opening-up, focusing on industrial transformation and the development of new productive forces [1] - The city plans to strengthen its advanced manufacturing research and development base, implementing ten high-quality development actions and launching 12 key industrial chain initiatives [1] Group 2: Port and Logistics Development - Tianjin aims to enhance the service and radiation capabilities of the Northern International Shipping Core Area, leveraging the advantages of Tianjin Port as a major international port [2] - The integration of advanced manufacturing and modern service industries is emphasized, with significant projects such as the completion of the second phase of the Haiyou Engineering Intelligent Manufacturing Base and the successful delivery of large container ships by China Shipbuilding Tianjin [2] - The city plans to improve port infrastructure and expand ocean routes to enhance the dual-direction radiation and resource allocation capabilities of Tianjin Port [2] Group 3: Financial Sector Innovation - By 2024, the financial sector's value added is expected to account for 14.2% of Tianjin's GDP, positioning it among the top in the country [3] - The city is set to capitalize on central government policies supporting high-quality development, focusing on the construction of a financial innovation operation demonstration zone [3] - Tianjin's financial sector boasts national and global leadership in areas such as aircraft leasing, with over 2,300 aircraft leased, representing 70% of the national total, and a projected 90% share in new ship leasing by 2024 [3]

Core Insights - Haikou City in Hainan Province has launched five innovative institutional integration cases to promote the implementation of core policies of the Hainan Free Trade Port, pressure testing for customs closure operations, industrial development, and optimization of the business environment [1][2] Group 1: Institutional Innovations - The five innovative cases include: electronic bills of lading reshaping offshore bulk trade processes, "cross-border capital + industrial agglomeration" financial innovation development model for the free trade port, implementation of foreign employment units and foreign credit rating assessment, multi-faceted efforts to create a harmonious biodiversity protection practice in Haikou, and establishing an efficient rescue and rapid exit mechanism for small and micro enterprises [1][2] Group 2: Trade Facilitation - The electronic bill of lading case is a typical example of promoting trade facilitation, utilizing blockchain technology to trace the authenticity of trade and ownership of goods, reducing international settlement time from 3-7 days to 1 day [1] - The use of digital encryption technology for operational authorization enhances the clarity of the electronic bill of lading process, reduces the risk of data tampering, and lowers the risk control costs for banks regarding the authenticity of bills of lading [1] Group 3: Offshore Trade Significance - Offshore trade is a highly specialized form of international trade, crucial for linking domestic and international markets and enhancing global resource allocation capabilities [2] - Bulk trade constitutes a major form of global shipping trade, with bulk carriers accounting for over 40% of the total global shipping capacity [2] - As of now, 46 bulk trades have been conducted through Haikou's developed electronic bill of lading system, with a total volume exceeding 7.5 million tons, expanding to various categories including photovoltaic and cement [2] Group 4: Future Directions - Haikou will continue to optimize the innovation ecosystem, encouraging more market entities and social forces to participate in institutional innovation, and increasing the promotion and application of innovative results to benefit the public [2]