On April 24, 2025, CSCI Technology Co., Ltd (CSCI Tech) successfully held its 2025 Annual Summit in Hong Kong. As parent company of DMI (Dealing Matrix International), a one-stop integrated information service platform for the Asian OTC market, CSCI Tech has serve more than 1,700 financial institutions across Asia.

Held under the theme “Tech-Driven Innovation in Fixed Income,” the event brought together over 200 senior professionals from leading financial and technology institutions to explore cross-market allocation, digital innovation, and evolving trends in the fixed income market. Key highlights included keynote speeches, expert roundtables, and the DMI 2024 Offshore Bond House Award ceremony, which recognized excellence in China’s offshore bond market.

The event opened with a keynote address by Mr. Joseph Chan, Under Secretary for Financial Services and the Treasury of the HKSAR Government. Mr. Chan noted that the summit’s theme aligns with Hong Kong’s strategic focus on financial technology and artificial intelligence (AI), highlighting progress in areas such as generative AI, green fintech, CBDCs, and the city’s ongoing efforts to attract international fintech firms.

Ms. Yun Wang, Head of News and Intelligence Department at CSCI Tech, outlined the summit’s agenda, which focused on cross-market strategies for “Fixed Income Plus” strategies amid global tariff shocks and interest rate adjustments. The summit also covered RWA digitization, virtual asset regulation, the evolution of crypto asset management, and the role of AI and stablecoin compliance in reshaping financial ecosystems.

Dr. Hao Zhou, Chief Economist at Guotai Junan International, delivered a keynote speech titled “Global Macro Outlook: Trump 2.0,” analyzing the implications of renewed tariff policies, policy tensions with the U.S. Federal Reserve, and shifting market expectations for U.S. Treasuries. While short-term export pressures remain, he emphasized that mid-term trade diversification and robust domestic demand will be key drivers of China’s economic resilience.

The roundtable discussion titled “Fixed Income Asset Allocation Outlook”, moderated by Mr. Zhiyuan Xu, Managing Director at CSCI Tech, featured expert insights on primary and secondary offshore bond markets, U.S. Treasury dynamics, structured notes, and multi-asset allocation strategies. Speakers included:

• Ms. Helen Huang, Director of Research, HSBC
• Mr. Guangmin Xia, Deputy General Manager of Global Markets, GF Holdings (Hong Kong)
• Mr. Long Wang, Chairman, Greaterbay Financier Association
• Mr. Zhongda Xin, Executive Director, Fosun Wealth
• Ms. Josafin Fu, APAC Product Specialist, SRP

The second roundtable, “Exploring RWA Digitization and AI Integration in Finance,” was hosted by Mr. Jagger Xu of CSCI Tech and explored the intersection of traditional finance, RWA digitization, Web3 innovation, and the growing influence of AI on capital markets. Panelists included:

• Ms. Carmen Pang, Head of Client Solutions, LSEG
• Mr. Thomas Zhu, Head of Digital Asset, ChinaAMC (HK)
• Mr. Jupiter Zheng, Partner, HashKey Capital
• Mr. Hua Cai, CEO, Finloop HK
• Ms. Emma Zhu, Partner, Sinohope Asset
• Mr. Paolo Chen, Partner, Victory Securities

The summit concluded with the DMI 2024 China Offshore Bond House Award Ceremony, honoring 53 institutions across 20 categories, including underwriters, market makers, legal advisers and rating agencies. Notably, fouradditional awards were introduced this year to recognize outstanding performance in the Dim Sum bond sector in 2024.

Awards were presented by Mr. Guanxing Niu, Founder of CSCI Tech and Board Director of China Securities Credit Investment Co., Ltd. (CSCI), Mr. Jin Chen, General Manager of CSCI, Mr. Zhongliang Wu, Co-CEO of CSCI Tech, and Mr. Zhiyuan Xu, Managing Director of CSCI Tech.

In his closing remark, Mr. Zhongliang Wu expressed gratitude to all participants for their support to CSCI Tech and CSCI. He emphasized that since the launch of the DMI Awards in 2021, it has become one of the industry’s most trusted accolades, backed by fair and professional evaluation standards. He reaffirmed CSCI Tech’s continued commitment to empowering the China offshore bond market through advanced data, insights, and integrated fintech services via DMI.

The conference was hosted by CSCI Tech and CSCI, with co-organizers including Guotai Junan International, LSEG, ChinaAMC(HK), GF Holdings(Hong Kong), Fosun Wealth, HashKey Capital, Victory Securities, Sinohope Asset, Finloop and the Greaterbay Financier Association, with additional backing from CMBC HK, Nanyang Commercial Bank, and Lianhe Rating Global.

Looking ahead, CSCI Tech will continue to collaborate with global partners, enhance the application of fintech in the financial sector, and drive high-quality growth in the offshore bond market and beyond.