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华检医疗的“疯狂7月”
Zhi Tong Cai Jing· 2025-08-01 03:18
Core Viewpoint - Huajian Medical has transformed from an IVD distributor to a "medical innovation drug chain investment bank" within 18 days, driven by a series of strategic actions and market enthusiasm, resulting in a significant increase in market capitalization from 3.6 billion to nearly 8 billion HKD [1][7]. Group 1: Strategic Actions - On July 14, Huajian Medical announced its plan for a dual primary listing on NASDAQ to expand its international shareholder base [4]. - Three days later, the company introduced the world's first medical innovation drug RWA exchange, IVDNewCo Exchange, along with a supporting stablecoin, IVDDollar (IVDD) [4]. - The establishment of a wholly-owned subsidiary, IVD GROUP INC., in New York was completed on July 20, with applications for stablecoin licenses submitted to the SEC and CFTC [4]. - From July 23 to 28, the company executed three high-priced buybacks, spending over 6.13 million HKD to repurchase 1.721 million shares, with average transaction prices rising from 3.16 HKD to 3.67 HKD [4]. - On July 29, the subsidiary Weida secured a multi-million HKD revolving loan led by East Asia Bank, showcasing financial institutions' endorsement of the company's development [4]. - A brand strategy upgrade was announced on July 30, with a new logo and a redefined brand essence of "Innovation-Verification-Development" [4]. - The same day, a partnership was formed with BGI's CoWin to establish an innovative drug intellectual property tokenization fund, facilitating the last mile of medical asset blockchain integration [4]. Group 2: Market Dynamics - The innovative drug industry is experiencing a value reassessment, with 48 out of 93 new drugs approved by the drug regulatory agency in 2024 being innovative drugs, and the scale of outbound licensing transactions soaring to 51.9 billion USD [8]. - As of July 29, the China Securities Hong Kong Stock Connect Innovative Drug Index has risen over 124% from its low point at the beginning of the year, with 16 innovative drug funds doubling their returns [8]. - The global regulatory landscape for stablecoins is evolving, with the U.S. "Genius Act" and Hong Kong's stablecoin regulations coming into effect, establishing a compliance network across Europe, the U.S., and Asia [8]. Group 3: Valuation Revolution - Following the announcement of the dual listing on July 14, Huajian Medical's stock price began a rapid ascent, with a cumulative increase of 75.1% from July 14 to 21 [9]. - On July 31, the stock price peaked at 4.99 HKD, marking a 15.78% increase for the day, and pushing the market capitalization to 8 billion HKD [9]. - The company's valuation is shifting from a traditional IVD distributor's sales multiple to an ecological premium associated with the medical RWA exchange [9]. Group 4: Future Outlook - Huajian Medical aims to become a leader in the medical RWA sector, akin to NASDAQ for medical asset tokenization, Visa for stablecoin payment scenarios, and Apple for integrating technology, assets, and capital into a closed loop [12]. - The global RWA market is projected to reach 16.1 trillion USD by 2030, with stablecoin transaction volumes expected to surpass Visa in 2024 [10]. - The company's strategy involves creating a closed-loop ecosystem that captures innovative drug pipelines, facilitates RWA tokenization, and enables payment settlements through IVDD stablecoin [10].
《稳定币条例》生效前夜 华检医疗(01931)收获三张实际“信任票”
智通财经网· 2025-07-30 07:32
Core Viewpoint - Huajian Medical has successfully secured a multi-billion yuan revolving loan for its subsidiary, demonstrating recognition of its operational capabilities and international capital's confidence in its future strategy [1] Group 1: Loan Acquisition - The loan was led by East Asia Bank's Shanghai branch, with participation from seven financial institutions, highlighting its significance in a tightening credit environment [1] - The loan approval is seen as a vote of confidence in Huajian Medical's development blueprint [22] Group 2: Stock Market Activity - Huajian Medical's stock price surged by 75% from July 14 to July 21, reaching a historical high of 4.66 HKD [5][15] - The company executed three high-priced stock buybacks from July 23 to July 28, spending over 6.13 million HKD, indicating management's confidence in the company's future [17][22] Group 3: Regulatory Environment - The Hong Kong Stablecoin Regulation will take effect on August 1, marking a significant regulatory shift in the global financial landscape [6] - The Hong Kong Monetary Authority (HKMA) has set high standards for stablecoin issuance, with only a few licenses expected to be granted initially [6][7] Group 4: Strategic Initiatives - Huajian Medical announced plans to establish a Web3 exchange focused on medical innovation assets and to issue a corresponding stablecoin, IVDD [8][9] - The company is pursuing stablecoin licenses in both the U.S. and Hong Kong, aiming to become the first medical technology firm to obtain such licenses in both markets [14] Group 5: Market Potential - The global market for Real World Asset (RWA) tokenization is projected to grow significantly, with estimates reaching 16.1 trillion USD by 2030 [24] - The stablecoin market is also expanding rapidly, with a total market cap of 263.6 billion USD, surpassing traditional payment systems [25] Group 6: Future Outlook - Huajian Medical's dual strategy of compliance in Hong Kong and aggressive expansion in the U.S. positions it uniquely in the market [26] - The company's innovative approach could potentially lead to a significant increase in market capitalization, with the possibility of reaching a valuation in the hundreds of billions [25][26]
华检医疗(01931):美国稳定币牌照申请及 IVDNewCo Exchange生态落地正式开启
智通财经网· 2025-07-20 11:00
Core Viewpoint - The company is actively constructing a Web3 exchange ecosystem centered around high-tech medical innovation assets, aiming to enhance liquidity, financing efficiency, and accessibility in the global medical innovation drug market [1][2]. Group 1: Strategic Developments - The company has established a wholly-owned subsidiary in New York, IVD GROUP INC., which will serve as the core operational entity for advancing the IVDNewCo Exchange strategy in the U.S. [1][2] - The subsidiary has officially initiated the application process for a stablecoin license with relevant U.S. regulatory bodies, demonstrating the company's commitment to global compliance and proactive strategy execution [2][3]. - The IVDNewCo Exchange ecosystem plan will be implemented in the U.S., including the creation of a tokenization platform for real-world assets based on medical innovation drug assets and establishing compliant financial infrastructure for the issuance, trading, and clearing of the IVDD stablecoin [2][3]. Group 2: Market Positioning - The company aims to become the first compliant trading platform focused on medical innovation drug RWA, leveraging its commercial network covering 1,674 tertiary hospitals in China and its capability to acquire quality NewCo assets globally [3]. - The strategic acceleration in the U.S. marks the transition of the company's "NewCo + RWA + stablecoin" strategy into a phase of large-scale implementation, positioning it to participate in the trillion-dollar compliant stablecoin market [3].
华检医疗(01931) - 自愿性公告美国稳定币牌照申请及IVDNewCo Exchange生态落地...
2025-07-20 10:15
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。 IVD Medical Holding Limited 華檢醫療控股有限公司 (於 開 曼 群 島 註 冊 成 立 之 有 限 公 司) (股 份 代 號:1931) 自願性公告 美國穩定幣牌照申請及 IVDNewCo Exchange生態落地正式開啓 本 公 告 由 華 檢 醫 療 控 股 有 限 公 司(「本公司」,連 同 其 附 屬 公 司 統 稱「本集團」) 自 願 作 出。本 公 告 旨 在 進 一 步 更 新 本 公 司 於 二 零 二 五 年 七 月 十 七 日 發 布 之 自 願 性 公 告(「前次公告」)所 披 露 的 戰 略 舉 措 進 展,並 向 股 東 及 潛 在 投 資 者 提 供 本 集 團 業 務 發 展 之 資 料。除 非 文 義 另 有 所 指,否 則 本 公 告 所 用 詞 彙 與 前 次 公 告 所 界 定 者 ...
华检医疗(01931) - 自愿性公告业务最新消息
2025-07-17 14:45
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。 IVD Medical Holding Limited 本 公 司 董 事(「董 事」)會(「董事會」)欣 然 宣 布,本 公 司 正 積 極 推 進 一 項 具 有 里 程 碑 意 義 的 戰 略 舉 措,即 構 建 以 醫 療 創 新 藥 高 科 技 資 產 為 核 心 的「NewCo + RWA」Web3交 易 所 生 態(下 稱「本生態」),該 生 態 將 命 名 為「IVDNewCo Exchange」(下 稱「交易所」),並 配 套 發 行 專 有 穩 定 幣(IVDDollar)(「IVDD」)。 本 戰 略 旨 在 顛 覆 傳 統 醫 藥 行 業 發 展 規 則,通 過 整 合Web3技 術(包 括RWA真 實 世 界 資 產 代 幣 化、區 塊 鏈 交 易 及 穩 定 幣 機 制),提 升 全 球 醫 療 創 新 藥 資 產 的 ...