The Hong Kong-listed company Ocean Group (01991.HK) announced on November 3, 2025, that it has signed a strategic investment memorandum of understanding with the RWA service platform CoinVEX. This marks the first instance of a listed company in the Hong Kong capital market investing in an RWA+AI platform, signifying the entry of traditional financial capital into the intersection of RWA and AI. This collaboration occurs at a critical time as Hong Kong accelerates its development as an international digital asset center, sending a positive signal about traditional financial capital's rapid deployment in the Web3 physical asset and smart trading sectors.
Traditional Finance Embraces Digital Assets: Ocean Group's Strategic Transformation
Ocean Group's investment in CoinVEX is not a sudden move but a key step in its long-term strategic layout. Founded in 1991 and listed on the Hong Kong Stock Exchange in 2007, Ocean Group has established a complete path for transitioning from traditional manufacturing to the digital economy.
In August 2025, Ocean Group held a Web 4.0 strategic launch conference, clearly outlining a transformation blueprint that uses AI digital humans as the engine and the tokenization of real-world assets (RWA) as the value channel. The group's chairman, Shi Qi, emphasized on multiple occasions that "the Web 4.0 era is one of deep integration between AI and RWA, where digital humans empowered by AI become dynamic entities with economic output capabilities." This strategic positioning provides clear logical support for the investment in CoinVEX.
Financial Performance Validates Transformation Effectiveness: According to the mid-term performance announcement released by Ocean Group on August 29, 2025, in the first half of 2025, Ocean Group recorded a net profit of HKD 2.41 million, successfully turning a profit. This contrasts sharply with a net loss of HKD 31.66 million in the first half of 2024 and a total net loss of HKD 85 million for the entire year. The group's gross profit margin significantly increased to 21.3%, particularly with a notable enhancement in the profitability of its digital marketing division, laying a financial foundation for further investment in the digital asset sector.
CoinVEX's Unique Value: RWA+AI Dual-Engine Model
As a platform receiving strategic investment from Ocean Group, CoinVEX's core competitiveness lies in its innovative combination of RWA services and AI quantitative investment, forming a differentiated business model.
RWA Service Capability: CoinVEX provides professional tokenization services for real-world assets, helping traditional assets achieve on-chain circulation. This addresses the liquidity management challenges commonly faced by traditional RWA projects. Industry analysts point out that "traditional RWA projects often overlook value management post-tokenization, while CoinVEX introduces AI quantitative trading into the RWA ecosystem, effectively solving the liquidity pain points after asset on-chain."
AI Quantitative Investment Advantages: The platform introduces AI quantitative models to provide intelligent solutions for digital asset trading. AI quantitative models enable automated monitoring and risk optimization, making asset management more efficient and scalable, significantly reducing operational costs and enhancing investment decision-making efficiency.
From an industry perspective, the current asset composition of the RWA market shows a clear trend. Excluding stablecoins, private credit dominates at USD 13.81 billion, followed by U.S. Treasury bonds at USD 7.37 billion. CoinVEX optimizes the pricing, risk control, and liquidity management of these assets through AI technology, providing investors with more efficient asset allocation solutions.
Three Signals: Traditional Finance Accelerates Layout in Digital Assets
Ocean Group's investment in CoinVEX releases three important industry signals that have far-reaching implications for the entire digital asset market.
Signal One: Listed Capital Enters the RWA Track
This is the first strategic investment by a Hong Kong-listed company in a digital asset platform focused on RWA+AI. This groundbreaking collaboration indicates that traditional listed enterprises are viewing RWA as a core strategic direction rather than a peripheral business experiment, and Ocean Group's demonstration effect may trigger more traditional financial institutions to follow suit.
Notably, on August 27, 2025, the "Hong Kong Digital Asset Listed Companies Association" was established in Hong Kong, with Ocean Group's chairman Shi Qi serving as vice president. The establishment of this organization provides a collaborative platform for listed companies to participate in digital asset business, signaling that more traditional enterprises will enter this field in a compliant manner.
Signal Two: AI Reshapes Asset Management Logic
The deep integration of AI and blockchain is driving RWA from "asset digitization" to "decision intelligence," achieving real-time monitoring of asset status and dynamic pricing. CoinVEX's application of AI quantitative technology in RWA asset management represents a cutting-edge direction for industry development.
AI application scenarios in the RWA ecosystem include: automated asset evaluation, real-time risk monitoring, smart contract optimization, enhanced cross-chain interoperability, and automated compliance auditing. Morgan Stanley predicts that AI-driven asset management will occupy a key position in the RWA market, projected to reach USD 16 trillion by 2030, with AI-driven asset evaluation, risk management, and compliance auditing becoming industry standards.
Signal Three: Hong Kong Regulation Forms Competitive Barriers
The Hong Kong Financial Services and the Treasury Bureau released the "Hong Kong Digital Asset Development Policy Declaration 2.0," focusing on stablecoins and RWA as key policy areas. In 2024, the Hong Kong Monetary Authority launched the "Ensemble" sandbox program, allowing banks and other institutions to experiment with tokenized asset trading, providing a testing ground for innovative financial businesses.
The core advantage of Hong Kong's regulatory framework lies in the principle of "same business, same risk, same rules" for penetrating regulation. On May 21, 2025, the Hong Kong Legislative Council passed the "Stablecoin Ordinance Draft," requiring 1:1 full reserves, regular third-party audits, and robust redemption mechanisms, providing legal certainty for the key infrastructure of the RWA ecosystem.
Ocean Group's choice to develop RWA business in Hong Kong fully leverages this regulatory advantage. Hong Kong not only offers a clear compliance path but also incentivizes the development of RWA projects through tax benefits. According to industry reports, Hong Kong provides a 50% tax reduction for the first three years for green energy-related RWA projects.
Exploring the Hong Kong Ecosystem: Pioneering Practices of Traditional Finance Embracing RWA
There are pioneers in Hong Kong's traditional finance exploring breakthroughs in integrating with RWA. On September 20, 2025, the "Global Digital Summit on Hong Kong Stock Liquidity," co-hosted by Ju.com and xBrokers, attracted over a hundred guests from regulatory agencies, listed companies, brokerages, and the Web3 ecosystem.
xBrokers' Innovative Model: Real Stock On-Chain Trading
xBrokers' breakthrough lies in achieving a "1:1 real stock custody + on-chain verification" mechanism. Unlike most tokenization projects in the market, xBrokers allows users to buy and sell real Hong Kong stocks directly in a familiar crypto trading interface, with all stocks held in 1:1 custody by licensed brokerages, and transaction records retained on-chain. More importantly, the Hong Kong stocks purchased by users can be directly withdrawn to any brokerage account supporting Hong Kong stocks after December 1, with complete retention of dividends and other shareholder rights.
This model addresses long-standing pain points in the RWA field. Over the past year, most RWA projects have remained at the tokenization stage, where users essentially only acquire rights to income certificates. xBrokers brings asset trading itself into the crypto world, rather than merely tokenizing assets, representing a true deep integration of traditional finance and Web3.
Ju.com Ecosystem Layout: Forward-Looking Vision of Exchange Systems
Ju.com, as an exchange-based ecosystem platform, aims to simplify complex technologies into simple interactions, abstracting matching, risk control, compliance, operations, and community capabilities into composable interfaces, becoming a key bridge between traditional finance and Web3. This positioning aligns with Ocean Group's strategic thinking in investing in CoinVEX, both seeking to provide compliant and efficient pathways for traditional assets to enter the digital world through technological innovation and ecosystem integration.
Industry observers believe that the explorations of Ju.com and xBrokers provide referenceable practical examples for Hong Kong's RWA ecosystem. Fang Hongjin, co-chairman of the Hong Kong Blockchain Association, pointed out at the summit that "the combination of decentralized and multi-centered mechanisms is becoming a key tool for enhancing cross-border liquidity of Hong Kong stocks." This view resonates with Ocean Group's chairman Shi Qi's emphasis that "the Web 4.0 era is one of deep integration between AI and RWA," reflecting a consensus among market participants in Hong Kong regarding the construction of digital asset infrastructure.
From policy signals to corporate practices, from infrastructure to ecosystem collaboration, Hong Kong is forming a complete chain of traditional finance embracing Web3. Whether through the forward-looking layouts of Ju.com and xBrokers or Ocean Group's investment in CoinVEX, all are important parts of this wave.
RWA Market Size: Investment Opportunities in a Trillion-Dollar Track
The current RWA market is at a critical juncture, transitioning from concept validation to large-scale application. Multiple data points confirm the enormous potential of this track.
Rapid Market Expansion
Boston Consulting Group (BCG) predicts that by 2030, the market size of the RWA track will reach USD 16 trillion, far exceeding the current total market capitalization of the entire crypto market. If a median forecast of USD 10 trillion is achieved, the value of the RWA industry will grow more than 54 times its current level.
Even more imaginatively, the global real estate market is valued at approximately USD 300 trillion; if just 1% of that is tokenized, it could create a USD 3 trillion RWA market. The global bond market exceeds USD 120 trillion, and 1% entering the blockchain would form a USD 1.2 trillion emerging market. These figures reveal the true trillion-dollar wealth potential of the RWA track.
Diversification of Asset Types
The application scope of RWA is rapidly expanding from traditional real estate and infrastructure to emerging fields. As of June 2025, private credit dominates the RWA market at approximately 58%, with tokenized U.S. Treasury bonds accounting for about 34%. Additionally, new asset types such as green energy, carbon credits, intellectual property, and supply chain finance are also accelerating tokenization.
Entry of Traditional Financial Institutions
BlackRock's digital dollar bond (BUIDL) leads the U.S. Treasury bond tokenization fund with a market value of USD 2.6 billion, capturing a 37% market share. The active exploration by traditional financial giants like JPMorgan and Goldman Sachs injects more liquidity and institutional trust into the entire RWA industry.
It is noteworthy that the current global debt market size has exceeded USD 300 trillion, while the total market capitalization of the crypto market is only USD 2-3 trillion. If bond tokenization driven by traditional financial institutions can introduce the DeFi ecosystem, it will significantly alter the market landscape. The advantages of on-chain bonds, such as 24/7 trading, borderless access, and second-level settlement, make them a key driving force for growth in the trillion-dollar market.
How Investors Can Seize RWA+AI Opportunities
In the face of the rapid development of the RWA market, investors need to rationally assess opportunities and risks.
Focus on Regulatory Compliance: Choose RWA platforms operating in clearly regulated areas like Hong Kong to ensure projects comply with local legal requirements. The Hong Kong Securities and Futures Commission requires institutions to conduct technical risk assessments on tokenized products and mandates the disclosure of risks such as blockchain security threats.
Evaluate the Quality of Underlying Assets: Not all assets are suitable for tokenization. Successfully scaling assets must meet three key thresholds: value stability, clear legal ownership, and verifiable off-chain data. High-quality RWA projects should have stable cash flows, clear property rights, and high market recognition.
Emphasize Technical Platform Capabilities: The application of AI technology in the RWA ecosystem determines asset management efficiency and security. Investors should choose platforms with mature AI quantitative models and automated risk control systems to ensure asset digitization, liquidity enhancement, and intelligent investment decision-making.
Capitalize on Policy Dividend Windows: Hong Kong will officially implement a stablecoin licensing system in August 2025. If legislation passes for tokenized ETFs and digital asset funds, they will enjoy the same stamp duty and profits tax exemptions as traditional ETFs. These policy dividends provide significant advantages for early investors.
Key Insights
Ocean Group's strategic investment in CoinVEX represents an important milestone in the integration of traditional finance and digital assets. With expectations that the RWA market will reach USD 16 trillion in the next five years, the entry of listed company capital injects more trust and liquidity into the industry. CoinVEX's unique RWA+AI dual-engine model, combined with Hong Kong's friendly regulatory environment, offers a viable path for traditional enterprises' digital transformation.
The three signals released by this collaboration will profoundly impact the entire digital asset industry landscape. For investors, while focusing on policy dividends and technological innovation, it is essential to rationally assess the project's compliance, the quality of underlying assets, and the capabilities of the technical platform to seize genuine investment opportunities in this trillion-dollar track.
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