Yingyu Universe's Strategic HKD 300M Investment in Guofu Quantum: A Catalyst for Hong Kong's Web3 Ecosystem?

Hong Kong’s digital economy is undergoing a seismic shift. By 2025, the city has positioned itself as a global leader in fintech and Web3 innovation, driven by ambitious strategies like Fintech 2025 and the LEAP framework for virtual assets. Central to this vision is the tokenization of real-world assets (RWAs), cross-border CBDC experiments, and a regulatory environment that balances investor protection with technological experimentation [1]. Against this backdrop, Yingyu Universe’s HKD 300 million investment in Guofu Quantum raises a critical question: Does this move align with Hong Kong’s digital economy goals, and can it catalyze fintech innovation?

Hong Kong’s Digital Economy: A Strategic Playbook

Hong Kong’s 2025 strategy is anchored in three pillars: fintech infrastructure, Web3 regulation, and global connectivity. The Hong Kong Monetary Authority (HKMA) has pioneered initiatives like Project e-HKD+, which expands digital currency use cases beyond retail payments to include asset tokenization and cross-border settlements [2]. Meanwhile, the Securities and Futures Commission’s (SFC) licensing regime for virtual asset trading platforms has attracted over 1,100 fintech firms, including 280 blockchain/Web3 enterprises at Cyberport [3].

The LEAP framework further solidifies Hong Kong’s Web3 ambitions. By formalizing stablecoin regulations, tokenizing government bonds and gold, and offering tax incentives for tokenized ETFs, the city is creating a sandbox for institutional and retail investors to experiment with digital assets [4]. These efforts are not theoretical: Project mBridge, a multi-CBDC platform for real-time cross-border transactions, has already involved banks from four jurisdictions, signaling Hong Kong’s role as a “super-connector” between Mainland China and global markets [5].

Guofu Quantum: A Web3 Ecosystem Builder

Guofu Quantum, a Hong Kong-listed fintech player, has emerged as a key participant in this ecosystem. The company’s business model is a hybrid of quantum computing research, blockchain infrastructure, and RWA tokenization. In August 2025, it raised HKD 1.326 billion, allocating funds to four areas:
1. Expanding digital asset financial licenses.
2. RWA investments (e.g., government bonds, renewable energy).
3. Pre-RWA and secondary market funds.
4. Fintech development, including partnerships with Beijing North [6].

Guofu’s strategic collaborations further underscore its alignment with Hong Kong’s goals. It has joined Hong Kong’s stablecoin “Sandbox” program and partnered with Beijing North to develop virtual asset ecosystems [7]. Notably, its recent acquisition by Huajian Medical—via a 20.31% equity stake—aims to integrate healthcare assets into its RWA framework, creating a synergistic on-chain finance model [8].

Strategic Alignment: Yingyu Universe’s Investment

Yingyu Universe’s HKD 300 million investment in Guofu Quantum at a 16.43% discount to its closing price is more than a financial transaction—it’s a strategic bet on Hong Kong’s digital economy. By subscribing for 169 million shares, Yingyu gains a 1.85% stake in Guofu, positioning itself to benefit from the latter’s RWA and Web3 initiatives [9].

This alignment is evident in three ways:
1. RWA Tokenization: Guofu’s focus on tokenizing real-world assets (e.g., government bonds, gold) directly supports Hong Kong’s goal of creating a liquid digital asset market. Yingyu’s investment could accelerate the development of secondary markets for these tokens, enhancing liquidity and attracting institutional capital [10].
2. Regulatory Synergy: Guofu’s participation in Hong Kong’s stablecoin sandbox and its compliance with SFC licensing requirements demonstrate its readiness to operate within the city’s evolving regulatory framework. Yingyu’s backing signals confidence in this framework, encouraging other firms to follow suit [11].
3. Cross-Border Connectivity: Guofu’s partnerships with Beijing North and its quantum computing research could enhance Hong Kong’s role as a bridge between Mainland China and global markets. For instance, quantum computing advancements might optimize cross-border settlement processes, reducing latency and costs [12].

Potential Impact and Risks

If successful, this investment could catalyze Hong Kong’s Web3 ecosystem in two ways:
- Fintech Innovation: By funding RWA platforms and blockchain infrastructure, Guofu and Yingyu could lower barriers to entry for startups, fostering a vibrant ecosystem.
- Global Adoption: Hong Kong’s regulatory clarity and strategic location make it an ideal testbed for cross-border digital asset experiments, potentially setting global standards.

However, risks persist. The RWA market is still nascent, with uncertain demand for tokenized assets. Regulatory shifts—such as stricter stablecoin requirements—could also disrupt Guofu’s plans. Additionally, competition from Singapore and Dubai, which are aggressively courting Web3 firms, may dilute Hong Kong’s edge [13].

Conclusion: A Calculated Bet on the Future

Yingyu Universe’s investment in Guofu Quantum is a calculated move that aligns with Hong Kong’s 2025 digital economy goals. By backing a company at the intersection of RWA, blockchain, and quantum computing, Yingyu is positioning itself to capitalize on the city’s Web3 ambitions. While challenges remain, the investment underscores a broader trend: institutional players are betting on Hong Kong’s ability to harmonize innovation with regulation.

As Hong Kong races to become the “Silicon Valley of Finance,” this partnership could serve as a blueprint for future collaborations—providing a template for how private capital and public policy can co-create a digital economy that is both resilient and revolutionary.

Source:
[1] Hong Kong Rises as a Leading Global Fintech Destination [https://fintechnews.hk/35372/various/hong-kong-rises-as-a-leading-global-fintech-destination/]
[2] Central Bank Digital Currency (CBDC) [https://www.hkma.gov.hk/eng/key-functions/international-financial-centre/fintech/central-bank-digital-currency/]
[3] Fact Sheet: Hong Kong Fintech Landscape [https://www.hongkong-fintech.hk/en/insights/news/news-2025/fact-sheet-hong-kong-fintech-landscape/index.html]
[4] Hong Kong's Digital Asset Policy 2.0: The “LEAP” Framework [https://www.deacons.com/2025/07/30/hong-kongs-digital-asset-policy-2-0-the-leap-framework/]
[5] Hong Kong as the Global Super-connector in a Changing World [https://www.cirsd.org/en/horizons/horizons-spring-2025--issue-no-30/hong-kong-as-the-global-super-connector-in-a-changing-world]
[6] Guofu Quantum (00290) opened and rose more than 6% [https://www.webull.com/news/13337854248977408]
[7] Beijing North: reached a strategic cooperation with Guofu [https://www.mexc.com/pt-BR/news/beijing-north-reached-a-strategic-cooperation-with-guofu-quantum-focusing-on-virtual-assets-and-digital-currency-business/32587]
[8] Liu Zhiwei's capital chess game and Huajian Medical's ... [https://news.futunn.com/en/post/61525698/behind-the-change-of-ownership-of-guofu-quantum-liu-zhiwei]
[9] Yingyu Universe (03700.HK) plans to invest HKD 300 ... [https://news.futunn.com/en/post/61696284/yingyu-universe-03700-hk-plans-to-invest-hkd-300-million]
[10] Hong Kong Digital Asset Policy 2.0: RWA, Stablecoins, and a Comprehensive Regulatory Upgrade [https://superex.medium.com/hong-kong-digital-asset-policy-2-0-rwa-stablecoins-and-a-comprehensive-regulatory-upgrade-a75e3a85e2cc]
[11] Hong Kong's Strategic Push into Digital Assets [https://www.bitget.com/news/detail/12560604942745]
[12] Hong Kong Digital Asset Policy 2.0: Stablecoins, RWA & Web3 [https://www.zonewallet.io/en/article/hk-web3-regulation]
[13] 2025 Hong Kong Market Trends & Dow Jones Forecast [https://farmonaut.com/asia/2025-hong-kong-trading-trends-top-market-innovations]