On February 9, stimulated by the good news, the overall trading of A-share digital currency sector rose sharply, and related concept stocks set off a wave of daily limit.
Digital currency concept stocks welcome the rising tide
According to the data of China stock market news choice, the digital currency sector summarizes more than 60 stocks. On February 9, the total transaction volume of this sector reached 41.849 billion yuan, of which more than 10 stocks such as Business-Intelligence Of Oriental Nations Corporation Ltd(300166) (300166. SZ), Shenzhen Ysstech Info-Tech Co.Ltd(300377) (300377. SZ), Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) (300047. SZ), {002049. SZ), Beijing Cuiwei Tower Co.Ltd(603123) (603123. Sh), Synthesis Electronic Technology Co.Ltd(300479) (300479. SZ), Newland Digital Technology Co.Ltd(000997) (000997. SZ) and {300773. SZ had a single day transaction volume of more than 1 billion yuan.
On the whole, the closing of February 9, the closing of February 9, the closing of February 9, the closing of February 9, the closing of February 9, the closing of the closing of February 9 on the whole, and the closing of the closing of the closing of February 9 on the whole of the closing of the closing of the closing of the closing of the closing of February 9 on the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of February 9 on February 9 on February 9, the {{300205 Wuhan Tianyu Information Industry Co.Ltd(300205) Guangzhou Kingteller Technology Co.Ltd(002177) (002177. SZ), {{{002177 {002177 {} (002177} (002177. SZ), {{{{{{{{{{ Guangdong Tecsun Science & Technology Co.Ltd(002908) (002908. SZ) Nearly 20 digital currency stocks such as Hengbao Co.Ltd(002104) (002104. SZ), Hylink Digital Solution Co.Ltd(603825) (603825. SH), Fujian Star-Net Communication Co.Ltd(002396) (002396. SZ), Szzt Electronics Co.Ltd(002197) (002197. SZ) all touched the daily limit.
The market of digital currency concept stocks on February 9, 2022.
Meanwhile, on February 9, Xgd Inc(300130) (300130. SZ), Tansun Technology Co.Ltd(300872) (300872. SZ), Newcapec Electronics Co.Ltd(300248) (300248. SZ), Shenzhen Forms Syntron Information Co.Ltd(300468) (300468. SZ), Global Infotech Co.Ltd(300465) (300465. SZ), Beijing Certificate Authority Co.Ltd(300579) (300579. SZ), Lakala Payment Co.Ltd(300773) , Zhejiang Zhengyuan Zhihui Technology Co.Ltd(300645) (300645. SZ), Surfilter Network Technology Co.Ltd(300311) (300311. SZ) and other digital currency concept stocks rose by no less than 10%.
Listed companies have reserved technologies and products
In terms of news, the people's Bank of China, together with the State Administration of market supervision, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission, recently jointly issued the "14th five year plan" for the development of financial standardization. It is clearly 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.
The interface news reporter interviewed a number of companies involved in digital currency business. Relevant companies said that at present, relevant products and technologies related to digital currency are fully prepared, but given that digital currency is still in the pilot, it has not generated significant income.
On February 9, Chase Science Co.Ltd(300941) relevant people told the interface news reporter that the company mainly focused on the construction of merchant acceptance environment and upgraded BMP and other systems in terms of digital RMB; Developed or upgraded the digital RMB acceptance terminal equipment, and realized the digital RMB acceptance and use of intelligent POS, cloud speaker, code scanning, face brushing and other equipment. According to public information, Chase Science Co.Ltd(300941) is an electronic payment it solution provider. The company's products are to provide merchants and banks with software and hardware products and services related to electronic payment; On January 27 this year, the company revealed that it cooperated with Zhangjiakou Agricultural Bank of China, Zhangjiakou Construction Bank, Beijing Agricultural Bank of China, Beijing Construction Bank, etc. to participate in the construction of digital RMB acceptance environment for relevant merchants of Beijing Winter Olympic Games.
A relevant person from the Securities Department told the interface news reporter that at present, the company is mainly involved in the security carrier of digital currency. The main raising and investment project of fixed increase carried out by the company in September 2021 is aimed at the digital currency business, "The fund-raising and investment project has been continuously promoted, but at present, the digital currency work is still in the pilot, has not been launched on a large scale, and the policy is not clear. Therefore, for the company, the income generated by digital currency accounts for a small proportion of the company's overall income." It is reported that Wuhan Tianyu Information Industry Co.Ltd(300205) is mainly engaged in financial industry, intelligent payment terminal, Internet of things, enterprise service and K12 smart education business. In September 2021, the company announced that it planned to raise no more than 1.35 billion yuan to invest in the industrialization of data security and digital RMB series products and the industrialization of Internet of things security module products. The company disclosed on January 28 that thanks to the investment income from the sale of Tianyu education, it is expected to turn losses into profits in 2021, and the net profit attributable to the shareholders of the listed company in that year is about 56 million yuan to 83 million yuan.
The staff of Shenzhen Emperor Technology Company Limited(300546) Securities Department told the interface news reporter that at present, the company's income from digital currency related businesses is not large, "The company's application of digital currency is mainly in public transportation places. In the pilot work of digital currency in Wujiang, Jiangsu Province, the company has launched relevant products in the morning; in public transportation places, digital currency is only one of the payment methods, which has not made a great contribution to the company's performance at present. The company's technology has been opened up, and the later stage depends on the specific policies of various places." Finally, the person also reminded that please pay attention to investment risks. Public information shows that Shenzhen Emperor Technology Company Limited(300546) is engaged in the main business covering security certificates, smart government, smart transportation and other fields; The company expects to turn losses into profits in 2021 and realize a net profit attributable to the parent company of about 8.35 million yuan to 12.5 million yuan.
Northking Information Technology Co.Ltd(002987) the relevant person of the Securities Department told the interface news reporter that the company has participated in the development of the central bank's digital currency. "The specific income still needs to wait for the 2021 annual report released in April". It is understood that Northking Information Technology Co.Ltd(002987) recently responded on the interactive platform that the company is a third-party service operation provider for IT infrastructure operation and maintenance of Suzhou data center of Yangtze River Delta Financial Technology Co., Ltd. under the digital currency Research Institute of the people's Bank of China, and has cooperated with six large state-owned commercial banks and some similar financial institutions in the field of digital currency; While the company's technical reserves in the field of digital currency are gradually mature, its business also involves the whole process of digital currency issuance and circulation, payment and settlement, forming a complete solution, including digital RMB unified access platform, digital RMB operation management system, digital RMB money package application system, etc., to support interbank financial institutions to quickly connect with the nine digital currency operators, This will bring more business to the company in the future. The company also revealed that at present, digital currency related businesses have generated revenue.
According to the interface news, with the sharp rise in the popularity of digital currency, investors frequently ask whether relevant listed companies have relevant businesses on the interactive platform.
Fujian Star-Net Communication Co.Ltd(002396) on February 9, investors responded that 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. Shenzhen Forms Syntron Information Co.Ltd(300468) (300468. SZ) 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. Shanghai Guao Electronic Technology Co.Ltd(300551) (300551. SZ) said that the company has made important reserves in digital RMB application research, technology tracking and circulation ecological construction, and made early application research and development. The company participates in digital RMB application research and development in some large state-owned banks (the company and its participants keep the contents of participation strictly confidential).
Image source: screenshot of interactive easy platform
Another certainty track after the carbon neutralization 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.
The aforementioned China Merchants Securities Co.Ltd(600999) research report also pointed out that the digital RMB is expected to pass the Winter Olympics scenario test, accelerate the application under the cross-border payment scenario, and help further improve the ranking of RMB international payment; China's new payment ecosystem based on digital RMB is expected to accelerate the formation and derive more types of digital business models. "Investment opportunities in cross-border payments, new mobile payments, digital RMB wallets, and upgrading of the banking system will be of sustainable concern."
Capital Securities pointed out that the digital currency industry chain includes the upstream basic chip and application technology related industries, as well as the fields of security chip, security encryption and data security, the midstream currency issuance industry (including digital currency issuing institutions and bank IT industry), and the downstream payment, circulation and settlement fields. Therefore, the popularization of digital RMB will drive bank it, data encryption Product upgrading and application scenario expansion in network security, payment terminal and other industries.
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.
