On Friday afternoon, digital currency concept stocks rose sharply. As of press time, Beijing Advanced Digital Technology Co.Ltd(300541) , Shenzhen Forms Syntron Information Co.Ltd(300468) 20% limit, Wuhan Tianyu Information Industry Co.Ltd(300205) , Guangzhou Kingteller Technology Co.Ltd(002177) , Hengbao Co.Ltd(002104) , Chutian Dragon Co.Ltd(003040) and other stocks rose.
According to the news, on February 11, the general office of the Beijing Municipal People’s government issued a notice on three lists, including the list of policies on promoting the high-quality development of Beijing Sub Center. It is pointed out that the people’s Bank of China should strive for the introduction of supporting policies to promote the pilot of legal digital currency in urban sub centers. We will build a pilot area for legal digital currency and a digital financial system, and actively attract large banks and other entities to set up digital RMB operating entities according to law.
In addition, the people’s Bank of China and other four departments recently issued the 14th five year plan for the development of financial standardization (hereinafter referred to as the plan), 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.
From the perspective of promotion, the application scope of digital RMB continues to expand. Zou LAN, director of the financial market department of the central bank, recently introduced that as of December 31, 2021, there had been more than 8.0851 million digital RMB pilot scenarios, 261 million personal wallets had been opened, and the transaction amount was 87.565 billion yuan.
Anxin securities research report pointed out that the standard development is expected to speed up and lay the foundation for large-scale promotion. The promulgation of the plan puts 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 research report pointed out that the digital RMB industry 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 Enterprises: 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) .
