The superposition of electronic ID cards and the recent release of policies related to the examination of electronic ID cards are expected to accelerate the popularization of digital ID cards. Recently, the concept of electronic ID card has continued to strengthen in the secondary market.
Pan and Lin Xiangcai, CO director and researcher of the digital economy and financial innovation research center of the International United Business School of Zhejiang University, told the associated press that the electronic ID card may be a new industry opportunity for technology companies such as data security, information security, artificial intelligence fingerprint and face recognition. For the manufacturers of traditional ID card IC chips, it is a negative impact.
With the policy support, core track manufacturers will welcome development opportunities. It is worth noting that although some companies have relevant technical reserves, the proportion of electronic license business in the company's revenue is still small, and the future contribution to the performance remains to be observed.
electronic ID card is expected to accelerate popularization
At the press conference after the closing session of the fifth session of the 13th National People's Congress, Premier Li Keqiang said, "This year, we need to scan the information that is commonly used by the elderly as a matter of privacy. Of course, we need to take the smart phone as a matter of convenience. That is, we need to do something about the security of the elderly."
Prior to this, the general office of the State Council issued the opinions on accelerating the expansion of the application field of electronic licenses and national mutual recognition in February this year, which proposed that the commonly used licenses of enterprises and the masses will be basically electronic by the end of 2022, and the application field of electronic licenses will be more extensive by 2025. The opinion also proposes to accelerate the electronic application of commonly used personal licenses such as birth medical certificates, household registration booklets, ID cards and social security cards, and promote the universal use of relevant electronic licenses.
The electronic identity card is based on the "identity card law", based on the data of ID card certification, and the electronic document that is uniquely corresponding to the entity identity card chip through the national Internet plus trusted identity platform. It is also the national legal certificate and identity document approved by the Ministry of public security. Guosheng Securities believes that the interconnection level of electronic ID cards across the country is expected to improve.
It is understood that previously, the Ministry of public security had developed two types of electronic ID cards. One is Eid, which was launched by the Third Research Institute of the Ministry of public security; The other is Ctid, launched by the first Research Institute of the Ministry of public security. This year will realize the unification of Eid and Ctid at the technical level, and launch the only set of digital ID card w project in China. This year is also the first year of the popularization of electronic ID card.
Everbright Securities Company Limited(601788) research report points out that digital ID card is one of the basic applications of the "Internet plus" trusted identity authentication platform (CTID platform). In the early stage of the construction of digital identity infrastructure, there will be a scene construction of tens of millions of terminals. It is conservatively estimated that only in the fields of medical treatment, finance, hotel and home stay, the realization of the first level application can bring the order of magnitude space of more than 13 million devices.
For how to see the rhythm of electronic ID card promotion, CO director of digital economy and financial innovation research center of International United Business School of Zhejiang University Researcher pan and Lin Xiangcai told the Associated Press: "the general trend of electronic ID card, but the promotion of electronic ID card should be carried out step by step, especially in the aspect of identity information. We should be careful of the identity problems attached to the electronic ID card itself, such as network communication, which is bound to have some data transmission risks. We should formulate rules and formulate rules for the use of electronic information in the electronic ID card."
What opportunities will electronic ID card related technology companies usher in? Pan Helin said: "There are good opportunities for companies related to electronic ID cards, but electronic ID cards are generally a kind of resource intensification, that is, the gradual reduction of physical ID cards and the gradual transformation to online electronic ID cards, which actually reduces government expenditure. For some manufacturers of traditional ID card IC chips, it is a negative impact. It may have a negative impact on data security and information security Technology companies such as artificial intelligence, fingerprint and face recognition are a new industry opportunity. "
core track manufacturers will welcome development opportunities
China International Capital Corporation Limited(601995) said that there are many related sectors in the digital ID card industry chain, and the core track manufacturers are expected to benefit from resonance. First, the core technology manufacturers of identity authentication and recognition, including intelligent information collection and identity recognition manufacturers such as face recognition and fingerprint recognition, password solution manufacturers such as PKI, CA certification manufacturers, electronic signature manufacturers, etc; The two is the construction of digital management platform for ID card, such as the Ministry of public security, the citizen network identification system, the Internet plus trusted identity authentication platform (CTID platform), and so on. Third, other auxiliary technology manufacturers, including smart chip hardware manufacturers, QR code identification module manufacturers, and data security solution suppliers.
China International Capital Corporation Limited(601995) also said that according to the white paper on Eid digital identity system issued by the Third Research Institute of the Ministry of public security, digital identity is a mark representing the set of identity attribute characteristics of the subject. Considering the similar functional attributes of digital ID and electronic ID card, China International Capital Corporation Limited(601995) believes that electronic ID card is expected to continue the PKI technology context of Eid.
Client Service International Inc(300663) ( Client Service International Inc(300663) . SZ) responded to the financial Associated Press reporter that the copyright of the company's products and software related to the electronic ID card business includes: Kelan Eid human ID network authentication platform system, Kelan digital identity service platform, Kelan integrated customer due diligence platform, Kelan integrated trusted exhibition platform and other supporting application systems Client Service International Inc(300663) said: "in 2019, the company cooperated with the Third Research Institute of the Ministry of public security's Eid digital identity system and Huawei wallet based on the Eid identity electronic certificate ecology to complete the Kelan Eid person certificate integration network authentication platform (hereinafter referred to as csiivp) Product development. Eid supports Chinese citizens to apply online and offline with valid electronic licenses, and is used to prove their valid identity, which can be used for identity recognition. Through the Eid digital identity security application system, the customer information security is guaranteed from the source. At the same time, it has the characteristics of de identification and fragmentation of Eid digital identity, which can effectively protect the security of citizen identity information. "
Client Service International Inc(300663) further states: "Through more than two years of promotion work, at present, Kelan's Eid people Certificate in one network authentication platform has been put into commercial use in many bank customers. The company's Eid digital identity full scene security application can support the innovation of digital financial scenes including digital RMB wallet and digital bank card. At present, it has successfully completed the product delivery and continuous operation of dozens of banks in China, which can be easily used Realize fast, convenient and safe online banking financial services.
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It is worth noting that some companies already have relevant technical reserves, but at present, the proportion of electronic license business in the company's revenue is still small.
Linewell Software Co.Ltd(603636) ( Linewell Software Co.Ltd(603636) . SH) announced on March 14: "in 2020, the company's electronic license projects accounted for a relatively small proportion of the annual operating revenue, which did not have a significant impact on the company's production and operation." Linewell Software Co.Ltd(603636) once said on the investor interaction platform on December 24, 2021: "the company is the leader of the national electronic license group, participated in the formulation of six national standards, created the first integrated electronic license platform at the provincial and municipal levels, and promoted it throughout the country. At present, its business has covered 22 provinces / municipalities directly under the central government."
Xiamen Meiya Pico Information Co.Ltd(300188) ( Xiamen Meiya Pico Information Co.Ltd(300188) . SZ) said on the investor interaction platform on March 16: " Xiamen Meiya Pico Information Co.Ltd(300188) gives full play to the leading advantages of the 'heaven and earth' big data operating system in the application of intelligent police, and actively participates in the construction of relevant systems of electronic licenses. At present, this part of business accounts for a small proportion of the company's revenue and does not have a significant impact on the company's performance."
Hunan Creator Information Technologies Co.Ltd(300730) ( Hunan Creator Information Technologies Co.Ltd(300730) . SZ) said on the investor interaction platform on March 16 that through the long-term exploration and Research on the business technology related to the electronization of ID cards and other documents, the company has relatively mature technology in the aspect of electronic licenses, and has undertaken the construction of electronic license systems in Hunan Province and many departments, bureaus and cities. According to relevant national laws, regulations and policies, the company will strengthen the reserve of e-license related technology, deeply explore the integration of e-license technology and more government scenes, and help the construction of digital government. At present, this part of business accounts for a small proportion of the company's revenue.
