Institutional participation expanded as of December 31, 2025, with more than 100 institutions reporting positions, underscoring the Company's sustained and growing appeal to institutional investorsNew York, NY, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Chaince Digital Holdings Inc. (“Chaince Digital” or the “Company”) (Nasdaq: CD) (formerly Mercurity Fintech Holding Inc.), a digital finance and technology company focused on tokenization, on-chain innovation, and regulated brokerage services, today announced that, b ...

Performance and Financial Situation - The company currently has no institutional ratings coverage, but future earnings reports, such as the quarterly report in 2026, may become a market focus [2] - Recent financial reports indicate limited revenue scale, with the latest revenue at $466,600 and a net loss of $2.99 million, necessitating attention on revenue growth and loss reduction progress [2] Industry Policy and Environment - In 2026, the U.S. cryptocurrency regulatory policy is at a critical juncture, including a Senate hearing in January and the rollout of stablecoin regulatory details in July [3] - The company's business is highly tied to cryptocurrency assets and on-chain financial trends, and these macro policy changes may indirectly affect stock prices through industry sentiment [3] Business and Technological Development - The company completed a name change in November 2025 and clarified its transition towards tokenization, on-chain finance, and AI infrastructure [4] - Future tracking is needed for the implementation of its AI liquid cooling solutions and brokerage services, as well as potential deepening collaborations with platforms like Chainlink [4]

Group 1 - MSCI announced its quarterly index adjustments for February 2026, effective after the market close on February 27 [2][3] - The MSCI Global Small Cap Index will include 21 new stocks from the China region, such as Anjuke Food (603345), AutoHome (ATHM.US), and Baiaosaitu (02315) [2][3] - The adjustments also include the addition of stocks from Hong Kong, such as Champion REIT (02778) and Longjiang Life Science Technology (00755) [3][4] Group 2 - Stocks removed from the MSCI Global Small Cap Index include Yasheng Service (03319), BOE Technology Group (00710), and Chaince Digital (CD.US) [2][3] - In Hong Kong, stocks like Cafe de Coral (00341) and SuperX AI (SUPX.US) were also removed from the index [4]

Group 1 - The core viewpoint of the report emphasizes the transition of computing power demand towards inference, marking a golden period for AIDC retail services in Beijing [6][9] - The AIDC market in China is experiencing rapid growth, with a projected market size of 135.6 billion yuan in 2025, expected to rise to 288.6 billion yuan by 2028, driven by the proliferation of AI inference demand, model upgrades, and supportive policies [17][21] - Retail models in AIDC are more profitable than wholesale models, with retail vendors expected to achieve a net profit margin of 15% in 2024, compared to 6% for wholesale vendors, due to their focus on diverse industries and high-value services [22][25] Group 2 - The report constructs a quantitative evaluation model focusing on growth drivers (55% weight) and operational capabilities (45% weight) to assess AIDC retail service vendors in Beijing [2][31] - Century Internet ranks first in the evaluation model with a score of 4.30, followed by Qishang Online and WanGuo Data, highlighting the strengths and weaknesses of retail and wholesale vendors [42][44] - The future core value of AIDC will shift from resource supply to empowering AI application scenarios, with retail vendors playing a crucial role in building a self-controlled intelligent computing ecosystem [2][11] Group 3 - Beijing is identified as the core area for AIDC, with plans to expand computing power to over 200,000 P by 2027, representing a 3.4 times increase from the end of 2025 [25][26] - The scarcity of resources in Beijing, coupled with high demand from financial and governmental clients, creates a strategic advantage for AIDC vendors operating in this region [27][28] - The evaluation model assesses vendors based on their growth potential and operational resilience, emphasizing the importance of resource acquisition and customer management in a competitive environment [31][33]

Core Viewpoint - The strategic cooperation agreement signed between Yichang City Government, Yidu City Government, Dongyangguang Group, and Qinhuai Data Group aims to develop a significant green intelligent computing park in Central China, marking a new phase in the integration of digital economy and green energy for Yichang [1][2]. Group 1: Strategic Cooperation - The agreement involves the establishment of a zero-carbon intelligent computing research and production base in Yidu, enhancing Yichang's position as a "computing power capital" in Central China [1]. - The collaboration is expected to leverage Yichang's geographical and energy advantages, as well as its strong data security measures, to foster the development of computing power and big data industries [1]. Group 2: Company Contributions - Dongyangguang Group has invested over 26 billion yuan in Yidu since its establishment in 2001, creating leading bases in electronic new materials, biomedicine, and health industries [1]. - The CEO of Qinhuai Data Group highlighted Yichang's potential as an ideal location for a zero-carbon intelligent computing park, emphasizing the strategic integration of production, computing, and electricity [2]. Group 3: Project Goals and Impact - The project aims to integrate Yichang's green power resources with Dongyangguang Group's technological expertise in electronic materials and Qinhuai Data's operational capabilities in data centers [2]. - This initiative is expected to not only expand the local computing power industry but also attract upstream and downstream enterprises in artificial intelligence and big data, fostering a cluster development effect [2].

Core Viewpoint - Chaince Digital Holdings Inc. has announced its role as the Presenting Sponsor for the Wellball VIP League event in New York on December 20, 2025, highlighting its commitment to community engagement and brand awareness in key markets [1][2]. Company Overview - Chaince Digital Holdings Inc. (formerly Mercurity Fintech Holding Inc.) is a Nasdaq-listed company focused on blockchain and digital asset sectors, providing technology-enabled solutions across distributed computing, business consulting, and capital markets services [5]. Sponsorship Details - The sponsorship of the Wellball VIP League reflects Chaince's strategy to enhance community engagement and brand visibility, aligning with its values of innovation and connection [2][3]. - The Wellball VIP League features a unique non-contact basketball format that emphasizes shooting accuracy and mental toughness, appealing to basketball enthusiasts [3][4]. Event Information - The event on December 20, 2025, marks the conclusion of the Wellball VIP League's fall season and will prominently feature Chaince's branding across multiple high-visibility touchpoints [4].

Core Viewpoint - Chaince Digital Holdings Inc. has successfully completed a private placement with an institutional investor, raising approximately US$6.14 million to support its transition into AI-driven industrial technology and advanced manufacturing initiatives [1][4]. Funding Details - The investor acquired 1,000,000 ordinary shares at a price of US$6.14 per share, reflecting the closing price on December 5, 2025, resulting in total gross proceeds of US$6.14 million before fees and expenses [2]. Use of Proceeds - The net proceeds from the offering will be utilized for general corporate and working capital purposes, specifically to support the development of an AI and semiconductor-focused gigafactory, expansion of AI/HPC infrastructure platforms, and capital markets activities through Chaince Securities, LLC [4][8]. Company Overview - Chaince Digital Holdings Inc. focuses on digital finance and technology, emphasizing tokenization, on-chain innovation, and regulated brokerage services. The company aims to connect traditional financial markets with the digital asset economy through compliant and scalable infrastructure [6].

Core Viewpoint - Dongyangguang's acquisition of Qinhuai accelerates its expansion into the SST power supply business, enhancing its position in the AI computing infrastructure market [1] Group 1: Acquisition and Strategic Expansion - The acquisition of Qinhuai Data allows the company to gain access to a leading large-scale computing infrastructure operator with a national computing network covering key regions [1] - Core assets acquired include advanced green low-carbon technology and a stable customer base of top internet companies [1] Group 2: Technological Advancements - The global launch of the SST intelligent direct current solution at the Qinhuai data center marks a new phase in AI computing efficiency [1] - The company is building a complete technological ecosystem from hardware to computing applications, aiming for an integrated computing platform [1] Group 3: Financial Projections - Without considering the profit increase from Qinhuai Data and the expected growth in liquid cooling business, revenue projections for 2025-2027 are 15.7 billion, 24.5 billion, and 31 billion yuan, with net profits of 1.4 billion, 2.2 billion, and 2.8 billion yuan respectively [1] - Corresponding price-to-earnings ratios are projected to be 47, 30, and 24 times [1] Group 4: Market Positioning - The company is actively positioning itself in AI infrastructure, entering multiple sectors including AIDC, liquid cooling, power supply, and robotics, which is expected to benefit from the surge in AI computing demand [1] - The investment rating remains "Buy" based on these strategic developments [1]

Core Insights - Chaince Digital Holdings Inc. has entered a non-binding Strategic Cooperation Framework Agreement with ZJK Industrial Co., Ltd. to establish a precision components R&D and manufacturing gigafactory in the U.S. aimed at serving the AI and semiconductor industries [1][2] Investment and Financial Commitment - The companies plan to invest up to $200 million through various projects, utilizing both self-owned capital and external fundraising to strengthen the U.S. high-end manufacturing ecosystem [2] Gigafactory Focus and Operations - The gigafactory will concentrate on high-value, non-restricted precision components across multiple technology categories, excluding restricted semiconductor segments like wafer fabrication and chip design [3] - A Delaware joint venture will be formed to operate the gigafactory, overseeing all operations from R&D to full-scale production [5] Competitive Advantages and Management - The collaboration aims to enhance the made-in-America vision by combining ZJK's manufacturing expertise with Chaince Digital's strengths in capital markets and digital technologies [6] - The joint venture will feature a U.S.-based management team with executives from leading American companies, targeting key industries such as AI hardware and electric vehicles [6] Product Focus - The gigafactory will produce components for AI end-devices, semiconductor equipment, liquid-cooling systems, new energy vehicles, smart wearables, and other consumer electronics [7] Strategic Advisory Role - Chaince Securities has been appointed as ZJK's capital markets strategic advisor for five years, focusing on capital markets strategy and financing needs [4][8] Leadership Statements - ZJK's CEO emphasized that the partnership will enhance their manufacturing footprint in the U.S. and support the Made in America initiative [9] - Chaince Digital's Chief Strategy Officer expressed commitment to leveraging their strengths to support the gigafactory's development [9]

Core Insights - Chaince Digital Holdings Inc. has reported increasing institutional ownership, indicating growing interest from a diverse range of global asset managers, hedge funds, banks, and ETF sponsors [1][2][3] Institutional Ownership - Recent Form 13F filings from October and November 2025 show an increase in both the number and diversity of institutions holding positions in Chaince Digital, including notable firms like BlackRock, State Street, and UBS [2][3] - The increase in institutional exposure is attributed to both new filers and additional positions from existing institutions, although much of this activity may be mechanical and not necessarily a strategic endorsement of the company [3] Company Rebranding and Strategy - Chaince Digital has rebranded from Mercurity Fintech Holding Inc. to reflect its evolution into a platform focused on tokenization and regulated capital markets solutions, effective November 13, 2025 [4] - The company aims to bridge traditional financial markets with the digital-asset economy through compliant and scalable infrastructure, supported by its broker-dealer subsidiary and AI/HPC initiatives [8] Executive Commentary - The CEO of Chaince Digital expressed satisfaction with the growing interest from institutional investors and emphasized the company's strategy in tokenized real-world assets and AI-driven infrastructure [5]