Workflow
华通金融新版APP
icon
Search documents
对话“破界者”周凯:从“服务券商的券商”到“服务AI的券商”,用科技重塑香港行业生态
Zheng Quan Shi Bao· 2025-07-07 14:57
Core Viewpoint - The article discusses the transformation of Huato Financial Group under the leadership of Chairman Zhou Kai, emphasizing its shift from a traditional brokerage to a technology-driven financial services provider, particularly in the context of Hong Kong's financial landscape and the integration of AI in financial services [2][11]. Company Overview - Huato Financial Group acquired Huato Securities International four years ago and has since evolved into a technology-oriented financial enterprise, recently listing on NASDAQ [2][6]. - Zhou Kai, the chairman, has a background in finance and technology, which has influenced the company's strategic direction towards integrating AI and digital solutions in financial services [3][4]. Industry Context - The article highlights the traditional reliance of Hong Kong brokers on outdated methods such as phone and email for stock trading, contrasting this with the more advanced digital systems in mainland China [7]. - There is a significant opportunity for digital transformation among Hong Kong's approximately 600 active brokers, with less than 50 having their own mobile applications [7]. Technological Innovation - Huato Financial has developed a unique "Brokerage Cloud" service, providing a comprehensive IT system for small and medium-sized brokers at a low cost, which has positioned the company as a leader in this niche [8][9]. - The company has successfully integrated AI into its services, launching several AI-driven products, including risk control models and AI customer service, enhancing user experience and operational efficiency [11][12]. Future Vision - Zhou Kai envisions Huato Financial as a facilitator for global investment into China, shifting the company's focus from helping Chinese investors to enabling global investors to access Chinese markets [13].
对话“破界者”周凯:从“服务券商的券商”到“服务AI的券商”,用科技重塑香港行业生态
证券时报· 2025-07-07 14:48
Core Viewpoint - The article discusses the transformation of Huato Financial Group under the leadership of Chairman Zhou Kai, emphasizing its shift from a traditional brokerage to a technology-driven financial services provider, aiming to facilitate global investment in China [2][12]. Group 1: Company Transformation - Zhou Kai acquired Huato Securities International in 2021, aiming to replicate the success of Futu Holdings, which had a market capitalization exceeding 100 billion HKD at its peak [9]. - The company underwent a comprehensive internet upgrade, enhancing its app to provide a seamless investment experience, which led to rapid growth in user numbers and transaction volumes [9][12]. - Despite regulatory challenges that hindered expansion plans, the company identified a significant market opportunity in helping small and medium-sized brokerages in Hong Kong digitize their operations [10][11]. Group 2: Technology Integration - Huato Financial developed a one-stop cloud service solution, "Brokerage Cloud," to assist brokerages in obtaining a complete IT system at a low cost, which includes client management and trading applications [10][11]. - The company became the first Hong Kong brokerage to propose the "Brokerage Cloud" concept and is recognized as the only cloud service provider for brokerages on Amazon Web Services [11]. - The integration of AI technologies into their products has been a key focus, with multiple AI-driven innovations launched, including risk control models and AI customer service [15][16]. Group 3: Market Positioning and Vision - Huato Financial aims to empower small and medium-sized brokerages, leveraging its technology to establish partnerships and expand its service offerings [12]. - The company has positioned itself uniquely in the market by providing both B2B technology services and traditional brokerage services, allowing for dual-track business development [13]. - Zhou Kai articulated a vision of helping the world invest in China, reflecting a strategic shift in the company's focus and aspirations [18].