Core Viewpoint - The acquisition of 20.31% stake in Guofu Quantum by Huajian Medical for approximately HKD 31.42 billion signifies a strategic move to enhance its business landscape and capitalize on the burgeoning RWA market [1][2]. Group 1: Strategic Considerations - The acquisition is driven by Huajian Medical's development needs and the trends in the RWA industry, which is projected to reach a market size of USD 16 trillion by 2030, accounting for 10% of global GDP [2]. - Huajian Medical aims to create a new growth curve through the establishment of the world's first innovative drug intellectual property RWA exchange, ivd.xyz, utilizing a "NewCo + RWA + stablecoin" model to tokenize high-value medical assets [2][3]. - The RWA technology allows for the segmentation of early-stage innovative drug pipeline assets into smaller tokens, broadening financing channels and improving efficiency [2]. Group 2: Market Opportunities - In the first half of 2025, China's innovative drug License-out total reached approximately USD 66 billion, surpassing the total BD transaction amount for 2024, indicating a significant opportunity for Huajian Medical's RWA business [3]. - Guofu Quantum, with its comprehensive financial licenses and expertise in quantum computing, AI, and blockchain, complements Huajian Medical's RWA strategy, addressing challenges such as the scarcity of financial licenses and expertise in digital assets [3][4]. Group 3: Business Synergy - The collaboration between Huajian Medical and Guofu Quantum is expected to create a complete ecosystem for the tokenization of innovative drug intellectual property, leveraging Huajian's medical industry resources and Guofu's financial technology capabilities [4]. - Huajian Medical can utilize Guofu Quantum's 22.5% stake in Southern Dongying to build a blockchain and financial technology-centric on-chain financial ecosystem, promoting asset tokenization and cross-border flow [4]. Group 4: Future Growth Potential - Post-acquisition, Huajian Medical is poised to expand its RWA asset types and enhance its market competitiveness by leveraging Guofu Quantum's resources [5][6]. - The partnership is expected to attract more enterprises into the RWA ecosystem, facilitating the tokenization of assets beyond innovative drugs and enhancing Huajian Medical's role as a bridge between Chinese assets and global capital [6][7]. - With the growing RWA market, Huajian Medical's unique position in the medical asset tokenization space, combined with its upgraded financial licenses and technical capabilities, positions it favorably for future competition [7]. Group 5: Conclusion - The acquisition represents a significant resource integration effort, aiming to reconstruct the link between finance and industry through RWA, with Huajian Medical potentially becoming a model for the digitalization of quality Chinese assets and compliant global capital allocation [8]. - The deepening synergy between the two companies may drive a new paradigm in the RWA industry, transitioning from single asset tokenization to a comprehensive ecosystem value co-creation [8].

Group 1: Transaction Details - On September 1, 2025, Huajian Medical announced the acquisition of a 20.31% stake in Guofu Quantum for HKD 3.142 billion, becoming the controlling shareholder of the quantum technology company [1][2] - The acquisition involves the issuance of approximately 324 million shares at a price of about HKD 9.69 per share [2] Group 2: Strategic Synergy - The acquisition represents a strategic collaboration between Huajian Medical and Guofu Quantum, enhancing Huajian's capabilities in the digital asset and RWA sectors [6][7] - Huajian Medical aims to create a complete ecosystem for the tokenization of medical innovation assets and high-tech assets of publicly listed companies [8][9] Group 3: Market Context and Growth Potential - The RWA trading platform developed by Huajian Medical is designed to improve liquidity and reduce financing costs for high-value medical assets, which are characterized by long development cycles and low liquidity [9] - The total transaction amount for innovative drugs in China reached USD 60.8 billion in the first half of 2025, reflecting a 129% year-on-year increase, indicating growing recognition of Chinese innovative drug assets in the global market [9] Group 4: Policy Support - The strategic layout of Huajian Medical and Guofu Quantum aligns with national policy directions aimed at promoting the global market development of innovative drugs [10] - Recent regulatory advancements in Hong Kong regarding stablecoins and digital assets provide a favorable environment for the development of RWA business [10] Group 5: Challenges and Future Outlook - Despite the promising outlook for RWA, challenges such as liquidity issues and regulatory complexities remain [11] - The RWA industry is transitioning from concept validation to large-scale application, with a total locked value (TVL) reaching USD 12.5 billion as of June 2025, indicating significant growth potential [12]

Group 1 - The core point of the news is that Huajian Medical has acquired a 20.31% stake in Guofu Quantum for HKD 3.142 billion, becoming the controlling shareholder, which is a strategic move to build a global RWA tokenized digital trading platform [1][2][7] - The acquisition involves Huajian Medical's subsidiary issuing approximately 324 million shares at around HKD 9.69 per share to complete the purchase [2] - This acquisition is seen as a significant step for Huajian Medical, which has shifted from being a medical equipment distributor to actively pursuing blockchain strategies, including the establishment of the world's first RWA trading platform for innovative drug intellectual property [5][8] Group 2 - The strategic collaboration between Huajian Medical and Guofu Quantum is expected to create a complete ecosystem for the tokenization of medical innovation drug intellectual property and high-tech assets of publicly listed companies [8][9] - Guofu Quantum, holding multiple financial licenses, enhances Huajian Medical's capabilities in the digital asset and RWA sectors, while Huajian Medical provides financial support and resources from the medical industry [6][8] - The RWA trading platform developed by Huajian Medical aims to connect real-world assets with global capital, potentially positioning the company as a dominant player in the RWA sector, similar to Alibaba's role in connecting SMEs with global markets [9][10] Group 3 - The strategic initiatives align with national policies promoting the global market development of innovative drugs, supported by recent regulatory advancements in digital asset management in Hong Kong and the U.S. [10] - The RWA market is experiencing significant growth, with a total locked value (TVL) reaching USD 12.5 billion by mid-2025, indicating a strong upward trend in asset tokenization [12] - Despite the promising outlook, challenges such as liquidity issues and regulatory complexities remain critical factors for the RWA market's development [11]