Today (February 11), the digital currency sector continued to rise. As for individual stocks, as of the closing, Beijing Advanced Digital Technology Co.Ltd(300541) , Shenzhen Forms Syntron Information Co.Ltd(300468) , Guangzhou Kingteller Technology Co.Ltd(002177) , Hengbao Co.Ltd(002104) , Chutian Dragon Co.Ltd(003040) rose by the limit. Since the festival, digital currency has become a bright main line, and individual stocks have also risen in a large area. Among them, Hengbao Co.Ltd(002104) recorded 6 consecutive boards and achieved 8 boards in 10 days, Guangzhou Kingteller Technology Co.Ltd(002177) obtained 3 consecutive boards. According to the rise and fall after the festival (this week), Shenzhen Emperor Technology Company Limited(300546) , Wuhan Tianyu Information Industry Co.Ltd(300205) , Beijing Cuiwei Tower Co.Ltd(603123) , Beijing Advanced Digital Technology Co.Ltd(300541) , Shenzhen Forms Syntron Information Co.Ltd(300468) , Szzt Electronics Co.Ltd(002197) and other stocks have ushered in large gains.
Note: performance of digital currency stocks after the festival (this week) (closing on February 11)
Hengbao Co.Ltd(002104) was promoted to the board again, Beijing Cuiwei Tower Co.Ltd(603123) more than doubled in the year
On the news side, the central bank and other four departments jointly issued the “14th five year plan for the development of financial standardization”, which proposed to steadily promote the development of legal digital currency standards and steadily promote the construction of financial technology standards. Anxin Securities pointed out that the promulgation of the 14th five year plan for the development of financial standardization has put forward new requirements for the standard development of digital RMB. Standard setting is an important link in industrial development. A unified digital RMB infrastructure, issuance and circulation return process and terminal acceptance environment will become the preconditions for the large-scale promotion of digital RMB. The unification of standards will lay a solid foundation for the deepening of digital RMB application scenarios and the expansion of application fields in the future.
The digital currency sector has strengthened day after day due to the continuous boost of favorable policies. As of the close of today (February 11), the sector index has risen by nearly 14% this week, and individual stocks have also risen in a large area. Hengbao Co.Ltd(002104) rose the limit for six consecutive days, with a cumulative increase of more than 60% this week. It is reported that Hengbao Co.Ltd(002104) is mainly engaged in high-end intelligent products, digital security solutions and other services. The performance forecast disclosed by the company recently shows that the net profit attributable to the parent company in 2021 is expected to increase by 2510% to 3814% year-on-year. Geriatric gas stocks Beijing Cuiwei Tower Co.Ltd(603123) also performed well. The share price rose nearly 40% this week. In the 24 trading days this year, they have obtained 22 limit boards, with a cumulative increase of 245.5% this year. In addition, Guangzhou Kingteller Technology Co.Ltd(002177) has also performed well recently.
Closing price: 23 {2} month limit in the past 24 days
Since late January, Guangzhou Kingteller Technology Co.Ltd(002177) share price has continued to weaken. The company previously issued a performance forecast that the net profit attributable to the parent company in 2021 was 45 million yuan ~ 65 million yuan, which was converted from profit to loss year-on-year, which was mainly caused by the loss of securities investment and the decrease of operating income. On the same day, the company also issued a risk warning announcement that the share trading may be delisted. However, with the rise of the digital currency sector in recent days, although the share price of Guangzhou Kingteller Technology Co.Ltd(002177) has nearly halved in recent months, after three consecutive limit declines, the share price staged a V-shaped reversal and successfully achieved the three-day limit.
Note: Guangzhou Kingteller Technology Co.Ltd(002177) within one month, the share price halved and gained three trading limits in a row (as of the closing on February 11)
new infrastructure in the era of digital economy, the industrial chain can be subdivided into five types of enterprises
With the holding of the Winter Olympics, the pilot scenario of digital RMB continues to expand. According to the “2022 work conference” held by the Beijing Business Management Department of the central bank in January, the pilot of digital RMB Winter Olympics scene was steadily promoted, the full coverage of seven scenes was realized, and three large-scale digital RMB pilot activities were carried out, with 403000 landing scenes and a transaction amount of 9.6 billion yuan. Huaan Securities Co.Ltd(600909) believes that digital RMB is a new payment method that China has been committed to promoting for a long time, and is known as the “new infrastructure” in the era of digital economy. In this context, the promotion of digital RMB will bring long-term and sustainable investment opportunities for relevant ecological industries.
In terms of specific core targets, Anxin Securities believes that the digital RMB industrial chain mainly includes five types of enterprises. It is suggested to pay attention to the investment opportunities of relevant listed companies: 1) financial machinery enterprises: Grg Banking Equipment Co.Ltd(002152) , Newland Digital Technology Co.Ltd(000997) , Xgd Inc(300130) , Shanghai Guao Electronic Technology Co.Ltd(300551) ; 2) Bank IT enterprises: Digital China Information Service Company Ltd(000555) , Shenzhen Sunline Tech Co.Ltd(300348) , Yusys Technologies Co.Ltd(300674) , Client Service International Inc(300663) , Northking Information Technology Co.Ltd(002987) ; 3) Payment institution: Lakala Payment Co.Ltd(300773) ; 4) Encryption algorithm enterprise: Beijing Certificate Authority Co.Ltd(300579) , Koal Software Co.Ltd(603232) , Beijing Infosec Technologies Co.Ltd(688201) ; 5) Application scenario enterprise: Zhejiang Zhengyuan Zhihui Technology Co.Ltd(300645) , Newcapec Electronics Co.Ltd(300248) .
