区块链港股上市公司,港股区块链概念股

近年来，随着区块链技术的发展，区块链港股上市公司和港股区块链概念股的出现，成为了投资者的热门话题。本文将介绍三个与此相关的关键词：区块链港股上市公司、港股区块链概念股、以及投资者。

区块链港股上市公司是指在香港联交所上市的公司，它们的业务涉及到区块链技术。例如，腾讯控股有限公司（00700.HK）是一家区块链港股上市公司，它在区块链技术方面投资了零售、金融和游戏等领域。腾讯控股有限公司还在推动区块链技术的发展，为区块链行业提供技术支持和资金支持。

港股区块链概念股是指在香港联交所上市的公司，它们的业务涉及到区块链技术。例如，中国银行（3988.HK）是一家港股区块链概念股，它投资了区块链技术，并在此基础上开发了多种金融服务产品，比如网络支付、网上银行等。中国银行正在努力推动区块链技术在金融领域的应用，为金融服务提供更多便利。

投资者是指有意愿投资股票的人，他们会根据自己的投资目标，选择合适的投资产品，以获得投资收益。在投资区块链港股上市公司和港股区块链概念股时，投资者需要了解相关公司的业务情况，并对公司的未来发展前景进行评估，以确保投资的安全性和可行性。

以上就是关于区块链港股上市公司、港股区块链概念股和投资者的介绍，希望能够帮助投资者更好地了解区块链技术，并从中获取投资收益。

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『一』Blockchain Era: Transformation from Information Internet to Value Internet

Guosen’s perspective

Guosen Overseas Group’s perspective:

< p> As the Internet has developed to the present, its main function is to allow information to circulate on the Internet, and information is spread by copying (A is copied to B). The "ledger" constructed by the blockchain is open, transparent, non-tamperable, peer-to-peer interconnected, and easy to trace, and builds an infrastructure based on a trust mechanism to allow the value of digital assets to circulate efficiently on the Internet, and digital assets occur on the Internet. Transfer of value (transfer from A to B, rather than copying from A to B). We are optimistic about the future of blockchain. However, the most important achievement of blockchain at this stage is the evangelism of ideas. Its emergence allows the market to see the shortcomings of the "Internet of Information" and the trend of the "Internet of Value".

Comments

The relationship between blockchain and Bitcoin

Explaining blockchain, there is no way around Bitcoin. The "invention" of Bitcoin has proven the feasibility of blockchain technology. Bitcoin is not the entirety of blockchain technology, but only one of its applications. Without Bitcoin, it’s possible that blockchain wouldn’t have happened, or at least not anytime soon.

The origin of the word "blockchain" is the "chain of blocks" in the original English version of the Bitcoin white paper. When translated into Chinese, the word "blockchain" is used. As the focus of Bitcoin mining shifts to China, the Chinese market has become the main battlefield for blockchain and Bitcoin. The English domestic market of blockchain is written as "blockchain", which has become a proper noun for the entire blockchain technology in the world. (Noun evolution path: chain of blocks - blockchain - blockchain).

The total amount of Bitcoin is limited, stimulating market speculation

Whether Bitcoin is regarded as a commodity or currency, due to its limited total amount, it stimulates market speculation on Bitcoin. Price, referred to as currency speculation. According to the Bitcoin generation mechanism, the total number of Bitcoins is 21 million.

Bitcoin is the reward after a new block is connected. A block is generated every 10 minutes. A certain number of Bitcoins are rewarded for each block generated. 50 are rewarded in the first four years. The number of Bitcoin rewards is halved every four years, so the total number of Bitcoins is 21 million. Calculation method: {50 X 6 X 24 X 365} X 4 X {1+1/2+. . . . . (1/2)n}=21 million (2.1*107).

Technical principles of blockchain

Blockchain timestamps all transactions through random hashing and merges them into an ever-extending random hash-based, working The proof-of-work chain is used as a transaction record. Unless all the proof-of-work is completed again, the transaction record cannot be changed. There are three steps to form a new block:

1. The miner packages the four parts of the "ledger, the header of the previous block, the timestamp, and the random number sequence X" within a period of time into a block;

2. Through a large number of calculations, the miner adjusts the random number sequence X of the block, generates the composite required hash value, and obtains Bitcoin rewards.

3. Miners connect the new block with the previous block to form a new blockchain.

The number of patents is an important indicator for quantifying blockchain companies at this stage

The global blockchain industry is still in the early stages of development. Most companies are in the conceptual design stage and have no commercialized products. It is difficult for the outside world to objectively evaluate the pros and cons of startup companies. We believe that the number of blockchain invention patents can reflect the potential of each company and is an important indicator for distinguishing blockchain companies through quantitative means at this stage.

Investment advice: Based on the fundamentals of the company, focus on the value of the Internet in the blockchain era

With the development of the Internet to the present, its main function is to allow information to circulate on the Internet, and information can be copied. propagation method (A is copied to B). The "ledger" constructed by the blockchain is open, transparent, non-tamperable, peer-to-peer interconnected, and easy to trace, and builds an infrastructure based on a trust mechanism to allow the value of digital assets to circulate efficiently on the Internet, and digital assets occur on the Internet. Transfer of value (transfer from A to B, rather than copying from A to B). We are optimistic about the future of blockchain. However, the most important achievement of blockchain at this stage is the evangelism of ideas. Its emergence allows the market to see the shortcomings of the "Internet of Information" and the trend of the "Internet of Value".

Realizing the "Internet of Value" requires large-scale application implementation, not a single technology. At this stage, blockchain is still in its early stages of development. We are optimistic about the future of blockchain, but we do not overestimate the present of blockchain.

In the Hong Kong stock market, there are many companies involved in blockchain. Based on the company's fundamentals and the number of blockchain patents, we recommend Tencent Holdings and Launch Technology, maintaining performance forecasts and recommendation ratings.

Tencent (0700.HK): We expect the company’s revenue growth rate from 2019 to 2020 to be 22% and 22%, and net profit growth rate to 23% and 16%, of which NON-GAAP profit growth rate is 15%, 16%. The EPS corresponding to 2019 and 2020 are HK$10.4 and 12.1, and the target valuation range is maintained at 380 to 400 yuan, corresponding to 31 times to 33 times PE in 2020. The overweight rating is maintained.

Launch Technology (2488.HK): We predict that the company’s revenue growth rate from 2019 to 2020 will be 9.7% and 12.2%, and its net profit growth rate will be 69% and 29%, corresponding to EPS of 0.32, 0.42 Hong Kong dollars. We maintain a "buy rating" and recommend a reasonable valuation of HK$8-9, corresponding to 25-28 times PE in 2019.

Risk warning

1. DistrictBlockchain ideas cannot be turned into products. 2. The emergence of new technologies causes the blockchain to be falsified. 3. The profits from the company’s existing business cannot support the long-term R&D investment in blockchain.

Appendix: Blockchain-related companies in Hong Kong stocks

1. Tencent (0700.HK): There is a dedicated blockchain portal (https://trustsql.qq). On October 19, 2019, Tencent released the "2019 Tencent Blockchain White Paper" to provide an overall introduction to Tencent's blockchain. The solution includes the TrustSQL blockchain underlying platform and Tencent Cloud TBaaS, and displays four Tencent blockchain best practices in detail, including blockchain electronic invoices, micro-enterprise chain, Zhixin chain and blockchain bank draft. Tencent, which focuses on "connection", continues to develop infrastructure construction in the field of blockchain and promotes the implementation of "blockchain+" industry solutions to promote value connections between enterprises and between enterprises and consumers. Through the "blockchain+" model, we empower the financial and real industries, promote the integration of blockchain and industry, and accelerate the construction of industrial blockchain.

2. China Mobile (0941.HK): On October 15, 2019, the Blockchain Service Network (BSN) press conference and event was hosted by the Information Center, hosted by China Mobile Communications Group Corporation and China UnionPay Co., Ltd., and co-organized by Beijing Hongzao Technology Co., Ltd. The Technology Development Summit Forum was successfully held in Beijing. China Mobile utilizes existing resources, cloud facilities and computing storage facility resources to conduct independent research and development and optimize existing facilities; as a new cornerstone, China Mobile promotes the mutual empowerment between 5G and blockchain.

3. Ping An of China (2318.HK): The number of global blockchain invention patent applications disclosed in 2018 was 84, ranking 7th in the world. Ping An relies on blockchain technology to improve the intelligent level of urban management. Ping An applies blockchain to medical health, targeted poverty alleviation, social welfare, etc.

5. ZhongAn Online (6060.HK): Anlian Cloud, a professional ecological cloud service platform based on artificial intelligence, blockchain and cryptography. The platform uses Zhongan Chain independently developed by Zhongan as its underlying infrastructure and also develops electronic signing , digital identity, distributed encrypted storage, certificate storage, traceability and other nearly 10 vertical applications.

6. Kingsoft (3888.HK): It was the first to implement Game + Blockchain applications and solutions. Currently, the game cloud business is exploring the application of blockchain technology and accelerating the expansion of the game ecosystem. In the first half of 2018, Kingsoft Cloud took the lead in launching the "project-X" plan for the entire ecosystem of blockchain games, realizing a project consisting of blockchain platform infrastructure construction, blockchain underlying technology, and blockchain game development, operation, and distribution. Complete blockchain game ecological structure.

7. HC Group (2280.HK): On January 31, 2018, HC Group announced that its first application scenario based on blockchain was officially launched.The cooperation framework agreement signed with Joyvio Co., Ltd. will start from the agricultural field to build HC Group’s blockchain products, and use the advantages of industrial big data and blockchain application scenarios to expand the modern agricultural blockchain market.

8. Launch Technology (2488.HK): The company is China's earliest leading high-tech enterprise dedicated to the research and development and production of automobile diagnosis, testing, maintenance, and tire equipment. As a leader in the Internet of Vehicles industry, the company is deeply involved in exploring solutions for the integration and monetization of automotive big data. In 2018, the company ranked fifth in the world in terms of the number of blockchain-related patent applications, standing at the forefront of new blockchain technologies. The company has combined blockchain technology with industry applications and developed the "Super Chain Project" series product, a 4G vehicle data collection terminal with blockchain technology – GTBOX-I, tailored for the Internet of Vehicles industry. Launch Technology has publicly stated its position many times: No matter whether it is declining or rising, it refuses to get involved in digital currencies and ICOs. It neither public nor private placements, and concentrates on exploring the value of the chain.

9. Meitu Company (1357.HK): The vision of Meitu Blockchain is to connect the digital world and reality by creating a decentralized, secure and encrypted identity pass for users: Meitu Intelligent Passport (MIP - Meitu Intelligent Passport) world and create a trusted blockchain environment. On the one hand, Meitu Intelligent Pass (MIP) allows users to anchor assets scattered across various applications on the blockchain, and through face recognition AI verification, use various applications more conveniently and securely, and receive privacy protection; On the other hand, Meitu Intelligent Pass (MIP) also allows some services that require strong verification, such as the medical and education fields, to more effectively use blockchain to serve users.

10. Gome Retail (0493.HK): On April 14, 2018, according to Gome Retail, Gome has entered the era of comprehensive digitalization. Operating digital stores is Gome’s “No. 1 Project”, and the company’s focus on blockchain technology and decentralization Technology is always doing research. The relevant person in charge of Gome Retail said: Gome’s shared retail business model and employee beauty store retail strategy are very consistent with the decentralized model system of the blockchain. The employee beauty store is also a new channel that Gome hopes to build.

(Source of article: Guosen Securities)

Solemn statement: The purpose of releasing this information is to spread more information and has nothing to do with the position of this site.

『二』At the 2020 "FAT" Summit Forum and Awards Ceremony held by Odaily Planet Daily, which blockchain companies won the awards

The "FAT" awards include three major lists, six major Awards and a special award, many blockchain companies won. Among them, the data security exchange platform built by Light Tree Technology for a Hong Kong-listed bank won the 2019 Best Blockchain Implementation Scenario Award. A certain Hong Kong stockListed banks use Light Tree Technology's trusted data sharing platform products based on blockchain and multi-party secure computing technology to enable data providers to order data users to generate maximum value without leaking data.

『三』 Brokerages continue to increase their investment in financial technology to explore applications such as blockchain

Recently, many securities companies said that they are penetrating the capabilities of financial technology into actual business, such as district Blockchain, cloud computing and other technologies can be applied to asset management ABS business, investment research systems and institutional services, and undergo digital transformation. Fintech is becoming a key strategic direction for securities companies.

Financial technology penetrates traditional businesses

For many institutions, the penetration of financial technology into traditional businesses is becoming faster and faster. In the digital transformation of past business models, the application of technologies such as blockchain and big data has become increasingly mature.

Kong Weicheng, general manager of GF Securities (Hong Kong stock 01776) Asset Management Company, said that financial technology is currently an important strategy for the company’s layout. In the investment decision-making of asset management, the integration of technology and asset management is accelerating. “In specific asset management planning products, we have built an intelligent ABS cloud platform by applying blockchain technology, using the technology platform to effectively transmit and monitor risks on funds and business changes generated in the business process, while also ensuring data security. It is authentic and cannot be modified."

On July 4, at the Science and Technology Expo held in Beijing, Huatai Securities officially released the digital service system for institutional customers. It is understood that the digital service platform covers multiple modules such as investment banking projects, investment analysis, and financial products, and provides a variety of solutions for institutional customer needs such as institutional transactions and asset management.

Yang Huahui, chairman of Industrial Securities, also recently wrote publicly that the company will increase investment in financial technology, carry out innovative attempts in customer service, market analysis, and risk pricing, and further enhance the intelligent level of the company's middle and back-end management. . Yang Huahui believes that the combination of technology and the securities industry will transform from simple applications to more in-depth integration. In the future, securities firms will also pay more attention to the application of emerging fields such as artificial intelligence and blockchain.

It is understood that in recent years, securities firms have increasingly hoped to internalize the traditionally outsourced financial technology business into the company itself. Analysts from securities firms said that due to the large amount of data and long products and business processes involved within securities firms, it is difficult for outsourced technology businesses to understand the actual business model. In the future, the construction of core technology financial platforms will penetrate into various business sectors such as investment banking, research, asset management, prime brokers, and institutional services. By analyzing and deconstructing the accumulated massive data, it can also provide technology for the value creation of traditional businesses. Auxiliary. In addition, after such a platform is successfully built, such a digital model can also be exported to the outside world, which can not only provide services to institutions and ordinary customers, but also increase the technology platform itself.own business value.

Institutional financial technology competition is fierce

Due to the increasing emphasis on financial technology strategies, the “technological content” of competition among institutions is also increasing.

Since June this year, many securities firms have added chief information officers (CIOs) in compliance with regulatory requirements. According to industry insiders, the addition of a brokerage chief information officer will play an important role in the future integration of brokerage business and technology.

In addition to adding chief information officers, brokerages are also accelerating recruitment in financial technology. It is reported that in June this year, GF Securities, Haitong Securities (Hong Kong Stock 06837), Orient Securities (Hong Kong Stock 03958) and many other securities firms released dozens of financial technology-related positions, covering big data engineers, AI application engineers, data mining positions, cloud Computing engineer and other technical positions.

At the same time, as an important strategy of the company, institutions are investing more and more resources in financial technology. According to 2018 brokerage business performance data, 98 brokerage information systems invested as much as 13.067 billion yuan in 2018, a year-on-year increase of 16.89%. Among them, Guotai Junan (Hong Kong stock 02611), Changjiang Securities, and CITIC Securities (Hong Kong stock 06030) invested more than 500 million yuan, and GF Securities, Huatai Securities, Ping An Securities, Haitong Securities, and CICC (Hong Kong stock 03908) invested more than 400 million yuan.

A relevant person in charge of a medium-sized securities firm said that financial technology has increasingly become the core competitiveness of institutions seeking development. In addition to increasing investment, financial technology's subversion of traditional business models also requires practitioners to change their thinking and concepts.

“The digital transformation of business is not simply to move the business online, but to apply financial technology scenarios through a deep understanding of business logic, improve business efficiency and risk control, and provide innovation and use of intelligent technology. Optimized services." The above-mentioned securities dealers believe that in the future, a number of specialty securities companies with differentiated financial technology services may appear in the industry, and the industry will also form a new market pattern based on the level of financial technology capabilities.

This article is from China Fund News

For more exciting information, please visit the financial website (www.jrj.com.cn)

『四』area Blockchain concept stocks collectively plummeted, what caused it?

Blockchain concept stocks collectively plummeted, mainly related to the plunge of Bitcoin. This round of Bitcoin has experienced a sharp decline due to regulatory news and emergencies, triggering a collective plunge in blockchain concept stocks. Blockchain concept stocks Coinbase fell by more than 4.4%, Riot Blockchain fell by 8.24%, and Yibang International fell by 3.53%. Huobi, which is listed on the Hong Kong stock market, closed down 7.02% that day, Xiongan Technology fell 3.7%, and Meitu fell 4.35%.

Finally, I would like to remind everyone that our country issued the "Notice on Preventing Bitcoin Risks" on December 5, 2013, which defined Bitcoin as a virtual commodity and made it clear that Bitcoin does not have the same legal status as currency and cannot be used temporarily. It should not be used as currency in market circulation. Everyone should be wary of risks and not invest blindly.

『五』 Meitu has long been concerned about blockchain and digital currency

Yes, Meitu has been concerned about blockchain and digital currency for a long time. In 2018, Meitu launched a blockchain wallet product, BEC Wallet, which is also Meitu’s first blockchain product. Meitu said that the BEC wallet is positioned as an intelligent digital asset manager, focusing on "safety, security, simplicity and ease of use" and supporting mainstream digital currencies, which will improve users' efficiency and experience in managing digital assets.

In addition, in 2018, Meitu’s token “Bimi” (BEC) was launched on the cryptocurrency trading platform OKEx, and Meitu, which claimed not to do ICO (initial offering of tokens), was accused at that time Is the issuer of BEC tokens. On the day BEC was launched for trading on the OKex platform, the opening surged by more than 4,000%, with a market value of US$28 billion, far exceeding the market value of Meitu, a company listed on the Hong Kong stock market.

In addition, Meitu also appointed Professor Zhang Shousheng as an independent non-executive director and a member of the nomination committee and remuneration committee. Zhang Shousheng was a well-known physicist and chair professor of the Department of Physics at Stanford University. During his lifetime, he firmly believed that the emergence of blockchain could make society more equitable.

(5) Extended reading of Hong Kong stocks on blockchain

Meitu buys Bitcoin again:

Evening of April 8 , Hong Kong-listed Meitu Company announced that the company’s wholly-owned subsidiary Meitu Hong Kong purchased a further 175.67798279 units of Bitcoin in open market transactions under the cryptocurrency investment plan on April 8, 2021 (according to further Bitcoin purchase) for a total consideration of approximately US$10 million.

Data shows that the price of Bitcoin has soared from US$29,000 at the beginning of this year. As of press time, the price of Bitcoin exceeded US$57,000. Based on this price, Meitu has made a lot of profit since its last purchase. According to calculations by some media based on market data, without considering handling fees, if Meitu had not reduced its positions, the above investments would have recorded a floating profit of US$19.634 million so far, or approximately RMB 129 million, which is Meitu's full year of 2020. 210% of net profit of 60.9 million yuan.

『Lu』 Which Hong Kong listed companies are about to go bankrupt

Hong Kong listed companies. According to the results of the relevant information inquiry, the Hong Kong Stock Exchange Listed Public Reform Office "Blockchain Group (00364)" received a liquidation petition filed by Asia Equity Value Limited, and the content regarding the possible insolvency of the Blockchain Group and its failure to pay the debt was verified. The company was wound up by the High Court due to its debts.

『撒』 had a floating loss of over 300 million yuan! Meitu’s big bet on cryptocurrency “failed”

As the price of cryptocurrency fell back, Meitu, which had been bought at a high point, tasted the "bitter fruit". Meitu recently announced that it has confirmed impairment losses of approximately 311 million yuan (RMB, the same below) in Ethereum and Bitcoin purchases, resulting in a net loss of 274.9 million yuan to 349.9 million yuan in the first half of the year.

Analysts pointed out that Meitu’s allocation of Bitcoin and Ethereum cannot improve its technology and application level in the domestic blockchain field, and may be hoping to use the rise in cryptocurrency prices to boost its performance. Performance. However, because Meitu purchased Bitcoin at a relatively high price, and the cryptocurrency market is extremely volatile, it is unclear whether it will bring benefits to Meitu in the future.

Recently, Meitu, a Hong Kong-listed company, issued inside information and a profit warning announcement. As of June 30, 2022, Meitu may record a net loss of approximately 274.9 million yuan to 349.9 million yuan. Compared with The net loss of approximately 137.7 million yuan in the same period last year increased by approximately 99.6% to 154.1%. The expected increase in net losses is primarily due to the impairment of purchased cryptocurrencies.

On the evening of March 7, 2021, Meitu issued an announcement stating that the group purchased 15,000 units of Ethereum and 379.1214267 units of Bitcoin in open market transactions on March 5, 2021. The total consideration of these two cryptocurrencies is approximately US$22.1 million and US$17.9 million respectively, totaling US$40 million (approximately RMB 260 million). Subsequently, topics such as "Meitu purchased Bitcoin and Ethereum for US$40 million" and "Chairman of Meitu responded by buying cryptocurrency for US$260 million" became hot searches on Weibo.

More than ten days later, Meitu announced that its wholly-owned subsidiary Miracle Vision purchased a further 16,000 units of Ethereum for a total consideration of approximately US$28.4 million; and purchased 386.08 units of Bitcoin for a total consideration of approximately US$28.4 million. Approximately $21.6 million. Judging from the announcement information, the average transaction prices of Meitu’s purchases of Ethereum and Bitcoin were US$1,775 and US$55,900 respectively.

More than half a month later, Meitu once again announced its purchase of cryptocurrency. Meitu has purchased a total of 31,000 units of Ethereum and approximately 940.89 units of Bitcoin, with corresponding total prices of US$50.5 million and US$49.5 million respectively, totaling US$100 million.

Less than a year and a half after I bought the currency, the value of cryptocurrencies fell rapidly, with Bitcoin falling below the $20,000 mark, which directly led to the decline in Meitu’s performance. Meitu is expected to announce impairment losses of approximately US$18.5 million and approximately US$27.1 million in purchased Ethereum and Bitcoin respectively in its 2022 interim financial report, totaling approximately US$45.6 million, or approximately RMB 311 million.

Allocating cryptocurrency is a “big gamble” for Meitu to boost its performance and stock price. Beautiful pictures in the announcementObviously, investing in Ethereum is to prepare for entering the blockchain industry. Investing in Bitcoin is one of Meitu’s asset allocation strategies.

In fact, Meitu, whose transformation has not been smooth, has already tried to get involved in the currency circle. Cai Wensheng, chairman of Meitu, invested in cryptocurrency exchange OKEx in 2014. At the beginning of 2018, Cai Wensheng became the rotating group leader of the "Three O'clock Blockchain Group". Longling Investment, founded by Cai Wensheng, also has a stake in the cryptocurrency exchange FCoin.

Also in early 2018, Meitu launched a blockchain wallet product called Beautychain. Later, Beautychain’s token “BEC” was listed on OKEx, and Meitu was accused of Is the issuer of BEC tokens. In April of the same year, abnormal transactions occurred in BEC tokens that had been online for two months. A hacker used the batch transfer method of the contract to generate unlimited tokens, triggering a wave of selling and the currency price almost reaching zero. Meitu later stated that it “does not and will not issue any digital currency.”

Dong Sheng pointed out that according to Meitu’s statement in the announcement, investing in Bitcoin is only for one of the company’s asset allocation strategies, while investing in Ethereum is for Meitu to enter the blockchain industry. Preparations made. However, in the domestic market environment, allocating Bitcoin and Ethereum does not mean that Meitu is increasing investment in blockchain. The currency circle and the chain circle have always been distinct in China. Meitu's allocation of Bitcoin and Ethereum cannot improve its technology and application level in the domestic blockchain field.

Long-term losses have also caused Meitu’s stock price to collapse and its market value to plummet. Meitu’s stock price once exceeded HK$23 in March, the second year after its listing (2017), but then fell. From the second half of 2019 to 2020, it hovered around HK$1 for a long time. It only returned to HK$2 in February 2021, and has recently hovered around HK$1. As of the close of trading on July 5, Meitu closed at HK$0.93, which was the same as the closing price of the previous trading day. The stock price fell 10.58% the previous day.

This article is from International Finance News