在香港市场，蚂蚁数科已联合国泰君安、中华煤气等企业落地数字资产发行案例，积累了丰富的合规实 践经验。在 Ensemble 项目沙盒阶段，蚂蚁数科已搭建自己的代币化资产平台，参与完成"绿色和可持续 金融"及"贸易和供应链融资"两大主题案例，包括国内首单新能源资产跨境 RWA 交易，以及基于电子提 单的代币化存款结算探索。 蚂蚁数科持续参与 Ensemble 项目源于自身技术积累与实践经验。其近期发布的"DT Tokenization Suite(代币化全栈解决方案)"，可为机构提供实体资产全生命周期数字化服务，助力代币经济标准化与 规模化发展。同时，蚂蚁数科推出的 Layer2 公链 Jovay，具备高性能、低成本、高安全的特色，为资产 代币化提供了坚实技术底座。 智通财经APP获悉，日前，香港金管局宣布启动 Ensemble 项目新阶段"EnsembleTX"，标志着香港在推 动代币化存款与数码资产真实价值交易方面迈出关键一步。11月17日，蚂蚁数科回应称，作为参与 Ensemble 项目的科技企业代表，继2024年5月入选 Ensemble 项目架构工作小组后，此次再度跻 身"EnsembleTX 业界先行 ...

Core Viewpoint - Ant Group's subsidiary, Ant Digital, aims to differentiate itself in the market by focusing on enterprise-level AI services and Web3 solutions, leveraging its extensive technological capabilities and industry experience to create value for businesses [4][11]. Group 1: Company Overview - Ant Digital officially became independent in March 2024 and has shown promising results, achieving breakeven last year and projecting a 50% revenue growth this year [4]. - The company has a strong foundation in toB services, benefiting from years of experience within Ant Group, which has a transaction volume exceeding one trillion [4][5]. - Ant Digital's CEO, Zhao Wenbiao, emphasizes the importance of AI and Web3 as transformative opportunities, comparable to the impact of mobile payments [4][6]. Group 2: AI Strategy - Ant Digital focuses on "application landing" rather than competing in foundational large models, offering a full-stack AI service that includes intelligent computing power scheduling, industry-specific large models, and intelligent agent development platforms [4][5]. - The company has introduced a performance-based payment model, allowing businesses to pay based on the actual business effects generated by AI, marking a significant shift from traditional project-based or subscription models [5][6]. - Zhao believes that the current AI landscape is filled with projects that address isolated issues, resulting in limited business value, and highlights Ant Digital's ability to provide end-to-end solutions [5][6]. Group 3: Web3 Focus - Ant Digital views Real World Assets (RWA) as a key breakthrough in the Web3 space, having completed its first RWA transaction in Hong Kong and expanding into various asset categories [6][8]. - The company has developed a comprehensive technical infrastructure for asset security, trustworthy on-chain processes, cross-chain circulation, and issuance, which lowers industry barriers and accelerates scalability [6][8]. - Ant Digital has over 6,000 blockchain patents and aims to leverage its blockchain technology to create a robust ecosystem, anticipating significant industry growth [6][8]. Group 4: Market Positioning - Ant Digital distinguishes itself from other fintech companies by focusing solely on technology services for enterprise digitalization, rather than providing financial services [10][11]. - The company has established a strong presence in the financial sector, serving 100% of state-owned banks and over 60% of local commercial banks, while also expanding into the renewable energy sector [13][19]. - Zhao emphasizes the importance of technology innovation, value creation for industries, and a cautious approach to innovation, avoiding speculative ventures that do not generate real value [12][14]. Group 5: Future Outlook - Ant Digital is positioned for significant growth in the next three to five years, with a focus on long-term investment in the enterprise service market [29]. - The company aims to redefine industry standards and practices in both AI and Web3, seeking to lead rather than follow in these transformative areas [6][21]. - Zhao expresses a commitment to becoming a respected technology company that drives industry advancement, with a focus on creating competitive products and services [26][29].