On March 15, against the background of A-share crash, the concept of electronic ID card continued to be strong. On the same day, the sector pointed out that it rose by 3.01%, and several stocks walked out of the board.
Four companies in the sector realized the daily limit, Hangzhou Everfine Photo-E-Info Co.Ltd(300306) ( Hangzhou Everfine Photo-E-Info Co.Ltd(300306) . SZ) 20 cm daily limit for two consecutive days, Linewell Software Co.Ltd(603636) ( Linewell Software Co.Ltd(603636) . SH) triple board, Routon Electronic Co.Ltd(600355) ( Routon Electronic Co.Ltd(600355) . SH) double board, Shenzhen Infinova Limited(002528) ( Shenzhen Infinova Limited(002528) . Sz) daily limit for the first time.
In addition, SZ 35.
On the same day, the stock index continued to dip in the afternoon, falling below the integer mark of 3100 points, the first time since July 2020. The gem once rose and became popular, and then fell again. Finally, the Shanghai index fell 4.95%, the Shenzhen composite index fell 4.36% and the gem fell 2.55%.
On the contrary, the concept stock of electronic ID card continued to strengthen. Last Friday (March 11), after the closing of the fifth session of the 13th National People’s Congress, Premier Li Keqiang proposed to implement the electronization of ID card this year.
In terms of stock quality, Hangzhou Everfine Photo-E-Info Co.Ltd(300306) is the information technology and service provider of intelligent detection and recognition among the companies with the largest increase on March 15. In the main application fields of biometric recognition, it is mainly divided into two parts: public field and commercial field; Among them, the public domain mainly includes electronic identity documents (such as ID card, driver’s license and other types of documents), e-government (public security, major event security, social security system certification, online administrative office, etc.), e-Border (e-entry and exit, biological security inspection, immigration information management, etc.).
The 2021 performance express shows that the company achieved an operating revenue of 452 million yuan last year, a year-on-year increase of 12.30%; The net profit was 111 million yuan, a year-on-year increase of 55.22%; The net profit after deducting non-profit was 798968 million yuan, a year-on-year increase of 61.62%.
“3-link” Linewell Software Co.Ltd(603636) is the leader of the national electronic license standard group. The company’s business includes electronic ID card, driver’s license, certificate and other products serving people’s livelihood, society and enterprises.
In terms of performance, Linewell Software Co.Ltd(603636) did not release last year’s performance forecast. The third quarterly report of 2021 showed that the company’s main revenue was 652 million yuan, up 33.34% year-on-year; The net profit attributable to the parent company lost 112239 million yuan, a year-on-year decrease of 70.57%; Deducting non net profit loss of 281838 million yuan, a year-on-year decrease of 63.0%.
According to the change announcement released on March 14, Linewell Software Co.Ltd(603636) said that the company’s electronic license projects accounted for a relatively small proportion of the annual operating revenue in 2020, which did not have a significant impact on the company’s production and operation.
Compared with the first two companies, Shenzhen Emperor Technology Company Limited(300546) has a relatively high product layout, covering the fields of security certificates, smart government, smart transportation and so on. The relevant technologies and products of the company’s electronic ID card have been applied in Belarus electronic ID card project and Hong Kong Digital ID project.
The performance forecast for 2021 shows that Shenzhen Emperor Technology Company Limited(300546) is expected to realize an attributable net profit of 8.35 million yuan to 12.5 million yuan, turning losses into profits year-on-year. The main reason is that the company has actively explored the market and developed new products to invest in the market around the core technology of trusted identity, so the income at home and abroad has increased.
In addition, Routon Electronic Co.Ltd(600355) and Shenzhen Infinova Limited(002528) which were subject to the daily trading limit were all business related, but their performance was thunderous. Of which Routon Electronic Co.Ltd(600355) is expected to lose 4 million yuan to 14 million yuan in 2021 Shenzhen Infinova Limited(002528) it is estimated that the loss in 2021 will be 900 million yuan to 1.35 billion yuan (the impairment of goodwill assets is expected to be 500 million yuan and 715 million yuan), a year-on-year decrease of 112857% – 164286%.
Routon Electronic Co.Ltd(600355) is mainly engaged in the development, sales and operation of intelligent manufacturing products, commercial intelligent terminal products and software and information service products. Its main products include control products, industrial intelligent terminal products, high-definition entertainment computers and ID card reading machines and tools Shenzhen Infinova Limited(002528) its main business is to provide, build and operate the smart city overall solution with people interconnection as the core.
It is worth mentioning that from the recently released trading data of various companies, there are obvious signs of hot money and retail speculation , brother Zhao alone is on the list Linewell Software Co.Ltd(603636) , Hangzhou Everfine Photo-E-Info Co.Ltd(300306) , Shenzhen Emperor Technology Company Limited(300546) and other top five companies. In addition, Shenzhen Gang, happy coast, Chengdu Department and other well-known hot money are on the list, Lhasa tiantuan, a retail concentration camp, has also been on the list for many times.
In addition, the interface news reporter noted that with the continuous heat of the sector, many companies have also begun to “rub the heat” through interactive Q & A.
Jilin University Zhengyuan Information Technologies Co.Ltd(003029) ( Jilin University Zhengyuan Information Technologies Co.Ltd(003029) .SZ) means that the CTID platform is designed to support the national Internet plus action plan. Under the support of the central network office, the national development and Reform Commission and the Ministry of science and technology, the “Internet plus” major projects under the leadership of the Ministry of public security provide basic, security, and reliable, safe, and convenient network identity authentication services for all industries. The company is one of the suppliers of password security products of the platform, providing operation support products and services of Ctid system. In the evaluation of trusted digital identity ecological products in 2021, the company’s products were shortlisted in the first batch of recommended list of trusted digital identity ecological products
Business-Intelligence Of Oriental Nations Corporation Ltd(300166) ( Business-Intelligence Of Oriental Nations Corporation Ltd(300166) . SZ) also responded and pointed out that the subsidiary Shanghai Yitong passed the qualification examination of the three institutes of the Ministry of public security in 2019 and officially became the Eid network service organization of the “civil network identity recognition system of the Ministry of public security”. Shanghai Yitong can provide partners with mature solutions based on network identity recognition, and provide safe and convenient new enhanced authentication methods for specific financial application scenarios such as online account opening, authorized login, payment authentication, credit incoming parts, small and micro finance, etc.
