Today (February 9), the three major indexes rebounded, and digital currency took the lead. The sector set off a frenzy of limit trading, Beijing Cuiwei Tower Co.Ltd(603123) and Hengbao Co.Ltd(002104) 4 linked sectors, Chase Science Co.Ltd(300941) , Shenzhen Emperor Technology Company Limited(300546) and other multi stock 20cm limit trading; Many stocks such as Xgd Inc(300130) , Tansun Technology Co.Ltd(300872) , Newcapec Electronics Co.Ltd(300248) rose by more than 10%; Guangzhou Kingteller Technology Co.Ltd(002177) , Hyunion Holding Co.Ltd(002537) and other multi stock 10cm trading limit.
On the news, according to the first financial report, the people’s Bank of China, the State Administration of market supervision, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission issued the “14th five year plan” for the development of financial standardization, which mentioned that we should steadily promote the development of legal digital currency standards; Comprehensively consider the security and credibility infrastructure, issuance system and storage system, registration center, payment transaction communication module, terminal application, etc., and explore the establishment and improvement of legal digital currency infrastructure standards.
foreign capital: 1.2 billion to buy 17 shares
According to the data of China stock market news choice, according to the estimation of the average transaction price and the number of additional shares, northbound funds have bought a total of 17 digital economy concept stocks this year, with a net purchase of more than 1.2 billion yuan.
Among them, Westone Information Industry Inc(002268) is the most popular with northbound funds, with an increase of more than 300 million yuan; The increased holdings of Yusys Technologies Co.Ltd(300674) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Business-Intelligence Of Oriental Nations Corporation Ltd(300166) also exceeded 100 million yuan
The increase amount of Northking Information Technology Co.Ltd(002987) , Client Service International Inc(300663) , Newland Digital Technology Co.Ltd(000997) , Sinosoft Co.Ltd(603927) , Shenzhen Ysstech Info-Tech Co.Ltd(300377) , Grg Banking Equipment Co.Ltd(002152) , Feitian Technologies Co.Ltd(300386) and other holdings ranges from 90 million yuan to 20 million yuan.
dragon and tiger list: 250 million bet on 20cm bull shares
According to the data of China stock market news choice, the funds on the dragon and tiger list have also arranged digital economy concept stocks. From today’s stock price performance, they have eaten many limit stocks.
Among them, the net purchase amount of Synthesis Electronic Technology Co.Ltd(300479) with a daily limit of 20cm recorded today exceeded 250 million yuan, ranking second with Inspur Software Co.Ltd(600756) 230 million yuan.
The net purchases of Business-Intelligence Of Oriental Nations Corporation Ltd(300166) , Shenzhen Asia Link Technology Development Co.Ltd(002316) , Beijing Egova Co.Ltd(300075) and other longhubang all exceeded 100 million yuan; Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) 、 Guangdong Tecsun Science & Technology Co.Ltd(002908) 、 Strait Innovation Internet Co.Ltd(300300)
Wuhan Tianyu Information Industry Co.Ltd(300205) , Invengo Information Technology Co.Ltd(002161) and others range from 90 million yuan to 30 million yuan.
Interestingly, Invengo Information Technology Co.Ltd(002161) has accidentally rubbed against the concept of the Winter Olympics recently. It is jokingly called “Gu ailing concept stock” because it is interpreted by investors as having the meaning of “looking at Gu ailing from a distance”. The stock has recorded the daily limit for two consecutive days. As of the closing on February 9, Invengo Information Technology Co.Ltd(002161) share price was 6.84 yuan / share, with a cumulative increase of 25.27% after the opening of the year, and the share price reached the highest value in nearly a year.
leveraged funds: most favored Business-Intelligence Of Oriental Nations Corporation Ltd(300166)
Data from China stock market news choice also showed that leveraged funds with sensitive sense of smell have financed a net purchase of 11 digital economy concept stocks this year.
Among them, Business-Intelligence Of Oriental Nations Corporation Ltd(300166) is the most popular, with a net financing purchase of 180 million yuan; Followed by Inspur Software Co.Ltd(600756) , with a net purchase amount of more than 120 million yuan; The net purchase amount of financing such as Shenzhen Kingdom Sci-Tech.Ltd(600446) , Digital China Information Service Company Ltd(000555) , China Greatwall Technology Group Co.Ltd(000066) , Enjoyor Technology Co.Ltd(300020) , Invengo Information Technology Co.Ltd(002161) ranges from 80 million yuan to 40 million yuan.
frequent inquiries on the interactive platform
On the message side. According to the latest data of the central bank, by the end of 2021, there had been more than 8.0851 million digital RMB pilot scenes, six times the number of scenes six months ago. In addition, according to Beijing’s official data, by the end of 2021, Beijing had opened more than 12 million digital RMB personal money bags and more than 1.3 million public wallets, covering more than 400000 Winter Olympics scenes such as food, housing, transportation, travel, shopping, entertainment and medicine, with a transaction amount of 9.6 billion yuan.
As the popularity of digital currency soared, investors frequently asked whether relevant listed companies have relevant businesses on the interactive platform.
For example, Fujian Star-Net Communication Co.Ltd(002396) on February 9, in response to investors, the payment products of shengteng information, a wholly-owned subsidiary of the company, support digital RMB, are actively participating in the digital RMB pilot work of major banks, and actively promote the implementation of application solutions in relevant industries.
For another example, Shenzhen Forms Syntron Information Co.Ltd(300468) said that the company actively cooperated with customers to promote the application of various modes such as digital RMB payment, digital RMB red envelope and digital RMB consumption voucher in sports and other scenes.
However, some market participants remind investors that the digital economy is more inclined to theme investment, and the logic is not as hard as that of track stocks such as lithium battery and photovoltaic
For example, Shenzhen Emperor Technology Company Limited(300546) of 20cm limit for two consecutive days. According to the interface news report, the staff of the company’s science and technology Securities Department said that the company’s application of digital currency is mainly in public transportation places, and digital currency is only one of the payment methods. At present, it does not contribute much to the company’s performance.
organization: which tickets are recommended
Of course, the seller’s organization is still optimistic about the medium and long-term prospects of digital currency.
China Merchants Securities Co.Ltd(600999) according to the recent research report, the attitude of the world’s major central banks towards digital currency has been clear, the global consensus to promote the innovation of central bank digital currency is forming, and the central bank digital currency is expected to become another deterministic track after carbon neutralization. China has taken the lead in the new round of currency competition. It is reported that the global Interbank Financial Telecommunication Association (Swift) released a report showing that in December 2021, the share of RMB in international payments exceeded the yen and jumped to the fourth place.
China Merchants Securities Co.Ltd(600999) said that after the promotion of the Winter Olympic Games, the digital RMB will be further familiar to the market, and its industrial chain enterprises and traditional banking industry will benefit from it. On the one hand, digital RMB hardware equipment manufacturers will benefit from the market opportunities brought by digital RMB Hard Wallet, while software developers will benefit from the business growth brought by the upgrading of banking systems outside China. On the other hand, the cross-border application of digital RMB will benefit the traditional banking business through “spillover effect”, with retail payment, foreign currency exchange and cross-border remittance bearing the brunt.
Guosheng Securities pointed out that it is optimistic about the opportunities that digital RMB may bring to relevant institutions by reconstructing China’s electronic payment industry chain. Suggestions: 1. Bank acquiring service providers: card transfer, Lakala Payment Co.Ltd(300773) , Newland Digital Technology Co.Ltd(000997) ; 2. Financial IT / banking service providers: Shenzhen Forms Syntron Information Co.Ltd(300468) , Northking Information Technology Co.Ltd(002987) ; 3. Digital RMB related operating institutions: Industrial And Commercial Bank Of China Limited(601398) , Agricultural Bank Of China Limited(601288) , Bank Of China Limited(601988) , China Construction Bank Corporation(601939) , Bank Of Communications Co.Ltd(601328) , Postal Savings Bank Of China Co.Ltd(601658) , China Merchants Bank Co.Ltd(600036) , Alibaba, Tencent, etc; 4. Security chip company: Unigroup Guoxin Microelectronics Co.Ltd(002049) , Huada electronics, etc; 5. Card dealer: Hengbao Co.Ltd(002104) , Chutian Dragon Co.Ltd(003040) , Wuhan Tianyu Information Industry Co.Ltd(300205) etc.
