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国富量子 (00290.HK) 2026智通财经夏季路演大会
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会议摘要
Guofu Quantum has transformed from traditional finance to digital assets and quantum technology, and has a number of qualifications from the Hong Kong Securities Regulatory Commission, including cross-border business. From 2022 to 2025, the company will undergo the transformation from finance, fintech to quantum technology, invest in quantum computing and communication security, and become the first Hong Kong-listed company to hold bitcoin in compliance. It is planned to establish a quantum industrial park in Hong Kong to promote the integration of industry, university and research, and the 2025 financial report shows revenue and profit growth, traditional financial stability, good prospects for digital assets and quantum technology business, and will deepen the layout of quantum technology and improve the field of digital assets in the future.
会议速览
Guofu Quantum: The Road of Transformation from Traditional Finance to Quantum Technology
As a cross-border cross-border investment innovation platform, Guofu Quantum has gradually transformed into the field of financial technology and digital assets since 2022, and will go deep into quantum technology in 2025, establishing business and equity investment relationships with a number of quantum technology enterprises, demonstrating its layout and expansion in the emerging technology field.
Financial business highlights in the first half of 2025: asset management and science and technology investment two-wheel drive.
The company performed well in the first half of 2025, with frequent asset management actions in the financial business, including new investments in Silicon Valley No. 6, Silicon Valley No. 9 and Quantum Power accounts, involving equity, futures funds and Hong Kong stock investments in mainland listed companies. At the same time, the company adheres to the tradition of investment-driven investment banking, early investment in high-quality assets, the recent investment in the IPO stage of the lithium industry good financial returns, reflecting the effective strategy of asset allocation and management.
Digital Asset Layout and Quantum Technology Integration: Security Investment and Market Insight
The content outlines the overall layout in the field of digital assets, including holding compliant bitcoin, using quantum encryption technology to ensure asset security, investing in leading companies and establishing the Hong Kong Federation of Listed Companies in Digital Assets, aiming at policy recommendations, member enterprise cooperation and resource empowerment, while providing traditional financial and RWA business services to show two-way business channels.
Quantum Technology Layout and Financial Security Application: Corporate Strategy and Market Expansion
This paper introduces the company's layout in the application ecology of quantum technology, especially in the field of financial security, including the software and hardware products of the joint venture national service quantum communication, the quantum computing research and development of quantum spin technology, and the strategic cooperation with active quantum. It emphasizes the formulation of the roadmap for the development of quantum technology in Hong Kong and the feasibility study of the construction of the industrial park, and plans the license application and dual-hub development pattern in the field of digital assets.
Deep Analysis of Guofu Quantum Strategic Positioning and Business Layout
The dialogue reviewed the strategic positioning of Guofu Quantum in the listed company system, emphasized its overall layout in the field of traditional finance and digital assets, and demonstrated the company's optimism and layout of quantum technology in finance, government security and other scenarios through the acquisition of high-quality projects, the construction of financial technology platform ecology, and the exploration of quantum technology applications. On-site investors can conduct targeted exchanges for each segment of the business.
The company's revenue model and earnings growth are explained in detail: the dual drivers of traditional finance and emerging businesses.
The dialogue elaborated on the company's current revenue model and profit growth, focusing on the steady growth of traditional financial license business and the layout and return of emerging businesses such as quantum technology and web 3, especially through the acquisition of high-quality assets (such as Southern Dongying) and strategic investment to achieve a significant increase in profits.
Quantum Technology Layout and Financial Strategy: Hong Kong-centric Global Expansion
Discussed the group's layout in the field of quantum technology, and emphasized the importance of Hong Kong as a strategic center, including the planning of the quantum industrial park, the integrated R & D center of industry, university and research, and the promotion of the development of the quantum industry chain through internationalization and commercialization, while balancing financial Investment and business operations are aimed at achieving the goal of turning losses into profits.
Discussion on Compliance Layout and Risk Avoidance Strategy of Digital Asset Industry in Hong Kong
In the context of Hong Kong's digital asset industry, how enterprises can deploy stable currency business and digital asset-related areas through compliance, emphasizing the primary goal of anti-unilateral risk, balanced development of various businesses, aiming to effectively utilize the industry's rising dividends within the regulatory framework, while avoiding policy and market volatility risks.
Discussion on the Commercialization and Market Layout of Quantum Technology: Financial Investment and Internationalization Strategy
The dialogue focused on the commercialization path, financial investment strategy and market position of quantum technology business, mentioned the investment layout in the field of quantum computing and communication security, emphasized internationalization and offshore strategy, analyzed the share and industry position of each business segment in the Hong Kong market, and finally provided the contact information for further communication.
要点回答
Q:What is the basic situation and positioning of Guofu Quantum?
A:Guofu Quantum is a cross-border and cross-border investment innovation platform with full-license financial business qualifications, including No. 1469 license issued by the Hong Kong Securities Regulatory Commission and cross-border business qualifications such as QC and QD. Since its establishment, the company has accumulated rich experience in the traditional financial field, and has gradually expanded to frontier fields such as quantum technology and digital assets in the past two years. On March 9 this year, with the development of the company, Guofu Quantum was included in the Hang Seng Composite Index and entered the Hong Kong Stock Connect, further strengthening the communication with the market.
Q:What is the development course and transformation process of Guofu Quantum?
A:Guofu Quantum is a key turning point in 2022, shifting from focusing on traditional financial businesses to the direction of fintech and digital assets. From 2022 to 2024, the company carried out a number of transformation actions in financial technology and digital assets, including additional equity issuance, virtual asset investment, and number one license upgrade. By 2025, the company's transformation will be further deepened, expanding from its original financial and financial technology business to the field of quantum technology, cooperating with Bode Quantum, Volume Spin Technology, Wide Density Quantum, etc., and making equity investments in Volume Xiong Technology and Wide Ming Quantum.
Q:What is the release cycle of Guofu Quantum's annual and semi-annual reports and the recent operating conditions?
A:The release time of Guofu Quantum's annual report and semi-annual report is different from that of other companies, with March and September as the time nodes. The annual report for 2025 is expected to be released in June and is currently in the interim performance reporting period for 2025. In the first half of the year, the company's revenue and profit growth performed well.
Q:How is Guofu Quantum operating in traditional financial business and asset management?
A:In the traditional financial business, Guofu Quantum holds a full license to make new investments in special accounts such as Silicon Valley 6, Silicon Valley 9 and Quantum Power, which include equity in mainland listed companies (such as machine tool energy) and funds with futures as the underlying assets, as well as Hong Kong stock investments and early-stage investments in science and technology. In addition, Guofu Quantum also participated in the investment in the IPO phase of the rich lithium industry, and the project has achieved good financial returns.
Q:What are the highlights of Guofu Quantum's layout and practice in the field of digital assets?
A:Fuqiang Securities, a subsidiary of Guofu Quantum, has a VA-upgraded No. 1 license, while My capital holds a VA-upgraded No. 9 license, which can manage 100 percent of its portfolio invested in digital assets. The company used its own license and practical experience to invest in digital assets with its own funds and became the first listed company in Hong Kong to hold bitcoin in compliance. Guofu Quantum insight into the pain points of the digital asset security market, combined with quantum technology launched a digital asset hardware product-quantum encryption wallet, to ensure the security of digital assets. At the same time, the company has also invested in some leading companies in the field of digital assets, such as in-situ technology, 20 finance, amena bank, etc., and is the second largest shareholder of Southern Dongying, through which it has access to high-quality assets and encrypted currency ETF investment opportunities.
Q:What kind of partnerships and services do you offer for companies in the external digital sector that want to enter the traditional finance business? What is the company's business outlook?
A:We have the relevant business qualifications and practical experience to provide services such as RWA for such companies and are a two-way channel for doing business. At present, more than 80 such enterprises have become our initial members. In the short term, we rely on our strengths in frontier areas and the stable development of traditional financial sectors to ensure stable income and profits. In the medium term, the digital asset sector is expected to usher in an explosive window.
Q:What is your company's layout strategy in the quantum field? What are the business development goals and partners of Guofu Quantum Communications?
A:We are concerned about the global emphasis on quantum technology and policy-driven, and are committed to building the application ecology of quantum technology, especially in the field of financial security. Specific initiatives include the establishment of business cooperation with the National Service Quantum Communication, Hami Quantum Spin Technology and Activity Quantum. We hope to target institutional clients and high net worth client resources by expanding markets in Hong Kong, Southeast Asia and India. At the same time, we have made equity investments and business cooperation in quantitative spin technology and active quantum, with the former focusing on the research and development of quantum computing technology and the latter performing well in terms of commercial landing.
Q:What is the development plan for the quantum technology sector?
A:In the next few years, we will focus on the development of quantum technology sector, make high-quality investment and promote the internationalization of Chinese quantum technology products. In addition, we are also preparing to apply for a V ATP license in Hong Kong and a digital asset financial license in Malaysia, with the aim of further improving the layout of the digital asset sector.
Q:What business segments does Guofu Quantum Communications have in this joint venture?
A:Guofu quantum communication is divided into software and hardware two parts of the business. The software provides a decentralized quantum random number cloud service, while the hardware introduces a true random number quantum encryption hardware wallet with a built-in quantum random number chip, which has security features that do not require mnemonic words.
Q:What is the revenue model of listed companies?
A:The company is currently profitable. According to the latest financial report data, our revenue and profit have achieved significant growth and achieved a turnaround. Revenue growth was mainly due to the traditional financial license business benefiting from the recovery of Hong Kong's financial markets, as well as asset appreciation under financial asset management and management gains on assets such as Bitcoin, with revenue from the first and ninth licenses also maintaining a growth rate.
Q:What is the company's current financial position, especially in terms of investor focus? How is the company developing in other areas outside the traditional financial business?
A:The company's financial position is good. Since the shareholder acquisition, through the rapid deployment of new business, we have greatly improved both profitability and revenue in the traditional financial field. In particular, the injection of Southern Dongying, whose products, such as 7709, occupy a monopoly position in global ETFs, has brought significant profit contributions to the company, which has been reflected in the latest statement and will be more obvious in the next statement. In addition to the traditional financial business, we also have various standard businesses such as underwriting, capital allocation and asset management, and benefit from the active IPO market in Hong Kong stocks, which have grown greatly every year. At the same time, the company also uses its own funds to make strategic and financial investments, especially in the new business layout in the web 3 and quantum fields.
Q:What is the development plan for the web 3 board?
A:From the group level, we have been in the web 3 field for many years, especially from the perspective of the 2290 of listed companies, has 3 to 4 years of compliance license layout and business development process. At present, we are making full efforts to promote compliance and strategic investment. We expect to turn losses in the new phase, so that each platform can operate independently and explore exit opportunities for financial investment.
Q:What is the current goal of the quantum plate?
A:At present, the first goal of the quantum sector is not to make a profit, but to build an international and commercial platform to build a quantum industry chain. Although there may be more net investment in the short term, in the long run, with the development of endogenous business and the promotion of projects based on strategic partners, especially in the construction of quantum industrial park and global sales network, it has begun to contribute revenue.
Q:How can the company take advantage of Hong Kong's regional advantages to promote the internationalization of quantum business?
A:We are actively using Hong Kong's regional advantages to strive for approval to build a strategic and innovative technology enclave in Hong Kong and develop it into a quantum industrial park or an integrated R & D center. By attracting top quantum scientists and technology companies at home and abroad, using Hong Kong government subsidies and other policy support to help these companies achieve industrialization in the Greater China region, and provide a series of services such as financial investment and business internationalization incubation, in order to open up traditional business and quantum The organic connection between the future layout.
Q:What is the company's main layout and strategy in the field of digital assets?
A:Our investment at the time was primarily for compliance holdings, initially working with enterprise-level users and operating through compliance exchanges and custody services. We strategically invested in the original stable currency platform that we wanted to license, and although it ranked high among Shahe companies, the first licenses were issued to Standard Chartered and HSBC. At present, the Hong Kong dollar stable currency may be introduced first, and it is expected to be extended to the RMB stable currency in the future, but this process is not easy.
Q:In addition to the stable currency business, what are the company's layouts and plans in the digital asset ecosystem?
A:In addition to the role of stable currency shareholders and issuers, we also consider looking for opportunities to make money and do business in the compliance ecosystem, such as custody services, the opening of the transaction ecosystem, and international quantum trade settlement. In addition, we also have a compliance layout in Malaysia, but the progress may not be very fast, because we prefer to integrate with the local ecology of Hong Kong.
Q:What is the company's overall thinking and development strategy for the entire digital asset business?
A:Based on the current state of the digital asset industry in Hong Kong, we believe that compliance against unilateral risks is the most important. Therefore, we have balanced the layout of each business link within the compliance framework, aiming to balance the dividends brought about by the industry's upward cycle with policy or unilateral business risks, and achieve a more stable development.
Q:In terms of quantum technology business, what is the company's financial situation and future development logic?
A:At present, the quantum technology business is in the financial investment stage, the scale of income is still small, about millions of orders of magnitude, in the short term to achieve profits have a certain degree of difficulty. We invest primarily in hardware product companies in quantum computing and communications security, with the goal of being a channel and platform for these companies to go to sea, even if the gross margin may be positive, or it may not make money in the short term due to the promotion of the money.
Q:What is the company's share of specific businesses in the market?
A:Our business layout is extensive, strictly speaking, the brokerage business in Hong Kong ranks about 60 or 70, the revenue volume may be higher. In the subdivision track, some businesses such as Southern Dongying occupy an absolute monopoly position in their fields, while we are relatively ahead in certain businesses such as licensed exchanges, virtual assets, etc., and have a full range of licenses and strong ecological interoperability.
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