Core Viewpoint - The cryptocurrency concept stocks in the Hong Kong market have seen significant gains this year, with Huajian Medical (01931.HK) experiencing a remarkable increase of nearly 490% since mid-July, driven by its strategic pivot into the Web3 space [2][4]. Group 1: Company Strategy and Developments - Huajian Medical, traditionally an IVD (in vitro diagnostics) distributor, has made a bold move into the Web3 sector, announcing plans to establish the "IVDNewCo Exchange" focused on tokenizing real-world assets (RWA) [3][4]. - The company is actively pursuing regulatory compliance for its Web3 initiatives, including applications for stablecoin licenses in Hong Kong and the U.S., and plans to acquire additional licenses in Europe and Singapore [4][5]. - A significant brand upgrade has been initiated, including a new logo and website, to align with the company's Web3 exchange strategy [7]. Group 2: Partnerships and Collaborations - Huajian Medical has entered into a strategic partnership with BGI to create an innovation drug intellectual property tokenization fund, which will invest in projects under the NewCo + RWA Web3 exchange model [8]. - A collaboration with HashKey Group aims to enhance the company's digital asset management capabilities and explore synergies between crypto assets and medical innovation [8]. - The company announced a strategic acquisition of a 20.31% stake in Guofu Quantum (00290.HK) to deepen collaboration in the RWA exchange ecosystem [9]. Group 3: Financial Performance - Despite the stock price surge, Huajian Medical's financial performance has been declining, with a reported revenue of 1.27 billion RMB for the first half of 2025, down 6.2% year-on-year, and a significant drop in net profit by 68.8% [14][15]. - The company's earnings per share fell from 9.27 RMB to 2.41 RMB in the same period, indicating challenges in maintaining profitability amidst strategic shifts [15]. Group 4: Market Context and Future Outlook - The Hong Kong market is increasingly embracing Web3 innovations, with a clear trend towards compliance and ecosystem development, positioning Huajian Medical to potentially benefit from this trend [16]. - The company's recent collaborations and strategic moves may help improve its financial performance, although skepticism remains among investors regarding the sustainability of its stock price increase [14][16].

Core Viewpoint - Huajian Medical (01931) has seen a significant stock price increase of over 16% following the announcement of a successful multi-billion yuan revolving loan obtained by its subsidiary, Weishida, from a banking syndicate led by East Asia Bank's Shanghai branch [1] Group 1: Financial Developments - The revolving loan involves participation from seven financial institutions, including Mitsui Sumitomo, Shengjing Bank, and Busan Bank of Korea [1] - The stock price rose by 16.31%, reaching HKD 4.35, with a trading volume of HKD 15.16 million [1] Group 2: Strategic Initiatives - On July 17, the company announced the establishment of the "IVDNewCo Exchange," a Web3 ecosystem focused on high-tech medical innovation assets, along with the issuance of a proprietary stablecoin, IVD Dollar (IVDD) [1] - On July 20, Huajian Medical registered a wholly-owned subsidiary, IVD GROUP INC., in New York, and initiated the application for stablecoin licenses with the SEC and CFTC [1] Group 3: Market Positioning - The "IVDNewCo Exchange" aims to address significant pain points in the pharmaceutical industry, where new drug development typically takes 10 years and 80% of funding is spent in clinical stages, while ordinary investors are often excluded [1] - The company’s strategy involves converting high-value medical assets, such as phase II clinical ADC drugs and gene therapy patents, into tradable digital certificates through RWA technology [1] - Huajian Medical aims to become the "Nasdaq + Uniswap" of the medical RWA sector, ensuring compliance while achieving decentralized liquidity, leveraging its first-mover advantage in a niche market [1]

Core Viewpoint - Huajian Medical (01931) has seen a significant stock price increase of over 16% following the announcement of a successful multi-billion yuan revolving loan obtained by its subsidiary, Weida [1] Group 1: Financial Developments - On July 29, Huajian Medical announced that its subsidiary Weida secured a multi-billion yuan revolving loan, led by the Shanghai branch of East Asia Bank, with participation from seven financial institutions including Sumitomo Mitsui, Shengjing Bank, and Busan Bank [1] - As of the report, the stock price rose by 16.31%, reaching HKD 4.35, with a trading volume of HKD 15.16 million [1] Group 2: Strategic Initiatives - On July 17, the company announced the establishment of the "IVDNewCo Exchange," a Web3 trading ecosystem focused on high-tech medical innovation assets, along with the issuance of a proprietary stablecoin, IVD Dollar (IVDD) [1] - On July 20, Huajian Medical registered a wholly-owned subsidiary, IVD GROUP INC., in New York, and initiated the application for stablecoin licenses with the SEC and CFTC [1] Group 3: Market Positioning - The "IVDNewCo Exchange" aims to address significant pain points in the pharmaceutical industry, where new drug development typically takes 10 years and 80% of funding is spent in clinical stages, while ordinary investors are often excluded [1] - The company’s strategy involves converting high-value medical assets, such as phase II clinical ADC drugs and gene therapy patents, into tradable digital certificates through RWA technology [1] - Huajian Medical aims to become the "Nasdaq + Uniswap" in the medical RWA sector, ensuring compliance while achieving decentralized liquidity, leveraging its first-mover advantage in a niche market [1]

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]

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].

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 ...

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 ...