编辑 | 黄绎达 继充电桩与光伏实体资产之后，算力资产终于迎来第一期RWA"上链"发行。 本月8日，奥瑞德成功完成了基于AI服务器资产的RWA首期发行，资产规模为数千万元人民币。其中， 该项目技术层面由蚂蚁数科支持，主要为依托蚂蚁链技术，完成AI服务器运营信息的技术上链，确保 资产链上数据安全、透明和不可篡改，保障收益的透明度和可验证性等。 投资者对奥瑞德本次RWA的发行反响积极，奥瑞德股票在本次RWA发行日的第二个交易日，即8月11日 单日暴涨10%，股票市场相关主体的表现，间接证明了市场对RWA项目的关注与认可。 此前一年，蚂蚁数科分别协助朗新集团和协鑫能科完成新能源充电桩RWA和光伏绿色资产RWA。此次 奥瑞德发行首期AI服务器RWA，也是蚂蚁数科首次涉足新能源以外的资产RWA。 从一年以前逐渐进入国内金融市场，到美国、香港多地稳定币法案出炉，RWA作为链上资产流转、交 易的应用逐渐升温。那么，什么是RWA？哪些资产类别适合发行RWA？其与传统融资方式相比又有哪 些区别？ 什么是RWA？ （原标题：RWA再上新，被区块链改变的融资成本、门槛和信任机制） 作者 | 王晗玉 RWA，即"Real World ...

作者 | 王晗玉 编辑 | 黄绎达 本月8日，奥瑞德成功完成了基于AI服务器资产的RWA首期发行，资产规模为数千万元人民币。其中， 该项目技术层面由蚂蚁数科支持，主要为依托蚂蚁链技术，完成AI服务器运营信息的技术上链，确保 资产链上数据安全、透明和不可篡改，保障收益的透明度和可验证性等。 观察境内RWA项目发行，这一过程通常由一个技术合作方支持完成。如目前已完成四单RWA项目的蚂 蚁数科，曾在2024年10月发布Web3产品"两链一桥"。 投资者对奥瑞德本次RWA的发行反响积极，奥瑞德股票在本次RWA发行日的第二个交易日，即8月11日 单日暴涨10%，股票市场相关主体的表现，间接证明了市场对RWA项目的关注与认可。 此前一年，蚂蚁数科分别协助朗新集团和协鑫能科完成新能源充电桩RWA和光伏绿色资产RWA。此次 奥瑞德发行首期AI服务器RWA，也是蚂蚁数科首次涉足新能源以外的资产RWA。 从一年以前逐渐进入国内金融市场，到美国、香港多地稳定币法案出炉，RWA作为链上资产流转、交 易的应用逐渐升温。那么，什么是RWA？哪些资产类别适合发行RWA？其与传统融资方式相比又有哪 些区别？ 什么是RWA？ RWA，即"Re ...

中国供应链产业集团子公司董事、前腾讯区块链数据负责人谭水莲对主题《上市公司如何布局RWA》进行了演讲。 CHISHS 全球文旅RWA發展 鏈動全球 甬創未來 —— 文旅RWA脑截 CHAIN THE WORLD CREATE IN NINGBO — CULTURES CHAIN EME EMPOWE 2 Part - Star 大家好，也非常感谢郑会长的邀请，各位来宾、各位嘉宾，大家下午好！我叫谭水莲，我们团队是2016年的时候开始在区块链领域，当时会制作一些区块链 的课程，当时也在链上就卖了大概几十万份，后面我们开始经历的包括DeFi、Summer、NFT然后再到后来到腾讯去负责区块链的数据板块，再到后来经历 香港首家合规交易所HashKey的市场。这一路其实非常的开心能够看到整个区块链领域的发展从之前在国内被叫停，然后再到大厂被支持，再到香港的法律 政策的合规支持，再到当下RWA的合规的发展，作为行业的从业者，当下是非常的开心的。 2025年8月17日，全球文旅RWA发展峰会在香港丽思卡尔顿酒店盛大开幕。本次峰会由香港区块链技术应用协会联合香港大有科技有限公司、宁波世纪繁荣 旅游开发有限公司主办。 那整个 ...

Summary of Key Points from the Conference Call Industry and Company Involvement - The discussion revolves around the Real World Asset (RWA) market and its relationship with Real Estate Investment Trusts (REITs) in the context of the energy sector and stablecoins [1][4][7]. Core Insights and Arguments - The introduction of stablecoin regulations in Hong Kong and the Bullish IPO have positively influenced market sentiment, indicating a clear development direction for stablecoins in a liquidity-rich environment [1][3]. - RWA and REITs share similarities in their financing functions and underlying assets, both aimed at enhancing the liquidity of existing assets and providing exit channels for real estate operators and local governments, particularly in green finance and infrastructure [1][4][5]. - The development of RWA has progressed through three stages: 1. Legal currency tokenization (starting in 2014 with USDT) 2. Financial asset tokenization (notably advancing since 2024) 3. Physical asset tokenization (currently a topic of discussion) [6]. - In the renewable energy sector, both RWA and REITs have significant potential to revitalize existing assets, although energy public REITs have not fully realized their effectiveness due to high cash flow stability requirements and stringent compliance checks [5][7]. - The combination of RWA and stablecoins may serve as a crucial financing tool for domestic companies' overseas infrastructure projects, highlighting their complementary roles in functionality and underlying assets [1][7]. Additional Important Content - To enhance the liquidity of financing-oriented RWA markets, introducing mature Swiss products for secondary circulation can be effective, which would help expand market size and improve liquidity levels [8]. - In the investment-oriented RWA market, it is advisable to select companies that have already issued RWA, such as Longxin Group, and to focus on companies with low price-to-book ratios that are advancing RWA projects, like Jinke Technology and Xiexin Energy [2][9]. - Utility companies with strong underlying renewable energy assets can experience valuation uplift due to the spillover effects of these assets, suggesting a focus on companies like Zhongmian Energy with high ROE levels [10].

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今年6月底，华兴资本控股宣布，董事会决议在稳固华兴现有业务的同时，进军Web3.0和加密货币资产 领域，并批准总额为1亿美元的预算，在未来两年期间用于集团发展Web3.0业务和投资加密货币资产。 公告指出，在集团基金成功投资了Circle Internet Group，以及为众多加密货币龙头企业完成了上市及多 轮融资相关服务的基础上，集团将加大对稳定币、RWA(现实世界资产)以及围绕加密货币全链条生态系 统的投入及发展力度，并积极拓展相关业务牌照的申请和升级。 智通财经APP获悉，华兴资本控股(01911)再涨超20%，年内股价飙升逾1.4倍。截至发稿，涨20.24%， 报7.07港元，成交额8617.7万港元。 消息面上，8月1日，中国香港《稳定币条例草案》正式生效，这是在中国香港设立法币稳定币发行人的 发牌制度，完善对虚拟资产活动在中国香港的监管框架，以保持金融稳定，同时推动金融创新。8月7 日，全球首个RWA注册登记平台正式上线。此外，加密货币市场再迎利好，美国总统特朗普签署了一 项行政命令，允许美国人的401(k)计划投资私募股权基金、比特币等加密货币以及其他所谓的另类资 产。开源证券此前研报指出，稳 ...

Group 1 - The current development of the renewable energy industry faces challenges such as "data fog" and "asset solidification," leading to a trust deficit among investors and higher investment thresholds. RWA effectively addresses the connection between assets and the capital chain [1] - RWA refers to the digitization of assets, the valuation of data, and the tokenization of value. The industry must provide credible, transparent, assessable, and accessible high-quality renewable energy assets [1] - The introduction of new digital asset policies in Hong Kong presents new opportunities for global industrial digitization and green financial innovation [1] Group 2 - In December 2024, the company plans to sign a strategic agreement with Ant Group to complete over 200 million RMB in photovoltaic green asset RWA [2] - In March 2025, the company will collaborate with Ant Group to release a time-sequenced large model use case for energy AI, aimed at enhancing the efficiency of power resource development and operational service yields [2] - On June 12, the company announced the establishment of a new company, Ant Xineng, in partnership with Ant Group to create an AI-driven renewable energy ecosystem [2]

Core Viewpoint - Huaxing Capital Holdings (01911) has seen its stock price increase by 110% year-to-date, reflecting strong market interest and confidence in its strategic direction towards Web 3.0 and cryptocurrency assets [1] Group 1: Company Strategy - The board of Huaxing Capital has approved a budget of $100 million to develop Web 3.0 business and invest in cryptocurrency assets over the next two years [1] - The company aims to strengthen its existing business while expanding into the Web 3.0 and cryptocurrency sectors, focusing on stablecoins, RWA (real-world assets), and the entire cryptocurrency ecosystem [1] Group 2: Market Context - The implementation of the Stablecoin Regulation Draft in Hong Kong on August 1 marks a significant step in establishing a licensing system for fiat-backed stablecoin issuers, enhancing the regulatory framework for virtual asset activities [1] - Analysts have noted that the move towards compliance in the stablecoin market presents investment opportunities, particularly in stablecoins and RWA [1]

Core Viewpoint - The Hong Kong Stablecoin Regulation officially took effect on August 1, 2023, establishing a framework for stablecoin issuance and usage, aiming to ensure sufficient reserves and mitigate systemic financial risks [1][4]. Group 1: Regulation and Compliance - The core of the Stablecoin Regulation is to ensure that issuers maintain sufficient, transparent, and secure underlying asset reserves to prevent systemic financial risks and protect investors [4][5]. - Issuers are required to have adequate reserves on a 1:1 basis, and only a limited number of institutions will be able to obtain the necessary licenses, indicating high entry barriers in this sector [5][6]. Group 2: Market Dynamics and Opportunities - The cryptocurrency trading volume at Victory Securities is projected to exceed 10 billion HKD from April 1, 2024, to March 31, 2025, positioning it as the leading virtual asset broker in Hong Kong [1]. - Stablecoins are viewed as having significant growth potential, with the possibility of substantial market expansion in the long term, despite current market overheating and speculative activities [4][5]. Group 3: Strategic Positioning of Hong Kong - Hong Kong aims to establish itself as an "on-chain trading hub," facilitating controlled experimentation with stablecoins while enhancing the internationalization of the Renminbi [7][9]. - The region's advantages include a strong backing of quality assets and a robust financial infrastructure, which will support its dual mission of promoting Renminbi internationalization and attracting investments into potential Renminbi assets [9].

出品 | 妙投APP 作者 | 丁萍 头图 | AI生图 香港稳定币行业制度化、法治化的分界点来了。 2025年8月1日，香港《稳定币条例》正式生效。从这一刻起，香港稳定币终于从混乱走进明规则。 发币成了合法生意，但设定了较高的门槛 ——只有注册地在香港、资金实力雄厚、合规能力突出的公司才能继续"留在牌桌"，个人、散户、小作坊和灰色项目都被彻底挡在门外。 尽管门槛空前，但香港对虚拟货币的态度，已经发生了大转变——从过去谨慎甚至偏负面的防守，到如今率先落地全球首个法币挂钩稳定币全面 监管制度的转向。这背后的意图究竟是什么？ # 01 推出稳定币的两个目的 香港推动稳定币的出台， 一是防御——削弱美元霸权、防止本地铸币税流失；二是进攻——谋求在未来全球货币体系中赢得更大的主导权与话 语权 。 先来看看稳定币是什么？ 稳定币，本质上就是一种价格稳定的数字货币。最常见的是1:1锚定美元、港元等法定货币，比如USDT、USDC。你可以把它理解为"全球通用 的数字现金"：哪怕你身处不同国家，只要拥有一枚USDT或USDC，就等同于拥有一张即时可用、随时可兑换的数字美元，无论是换回法币，还 是兑换成其他加密资产，既灵活又安 ...