The popularity of electronic ID card has naturally blown to the capital market. From March 15 to 17, the electronic ID card sector rose sharply for three consecutive days, which also attracted regulatory attention. In the morning of March 17, Shenzhen Stock Exchange issued a letter of concern to Hangzhou Everfine Photo-E-Info Co.Ltd(300306) asking the company to explain whether various products or services are related to the concept of electronic identity and business related to electronic certificates. Insiders said that relying on concept speculation alone is not a long-term solution.
consecutive daily limit
Recently, the electronic ID card has become one of the new hot spots in the capital market, and the share prices of many concept stocks have soared. In the last week alone, there have been more than 400 questions and answers from investors related to the interactive and easy platform of Shenzhen Stock Exchange. According to China stock market news, the electronic ID card sector officially appeared on March 15. From March 15 to 17, the sector rose sharply for three consecutive days. Among them, Linewell Software Co.Ltd(603636) has increased the limit for five consecutive trading days, and Shenzhen Infinova Limited(002528) , Hangzhou Everfine Photo-E-Info Co.Ltd(300306) and other stocks have also increased significantly recently.
Take Linewell Software Co.Ltd(603636) as an example. On March 11, Linewell Software Co.Ltd(603636) rose to the limit at the end of trading, which opened the prelude to the sharp rise of share price. From March 14 to 17, Linewell Software Co.Ltd(603636) rose by the “one” limit for four consecutive trading days. According to the trading market, from March 11 to 17, Linewell Software Co.Ltd(603636) range increased by 61.01%. As of the closing on March 17, Linewell Software Co.Ltd(603636) reported a limit price of 16.31 yuan / share, with a total market value of 9.636 billion yuan. It is worth mentioning that the closing price is also the highest share price of Nanwei since 2021.
In terms of news, recently, 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 (hereinafter referred to as the opinions), which made arrangements for further accelerating the expansion of the application field of electronic licenses and national mutual recognition, realizing more online, handheld and one-time government services, and further helping to deepen the reform of “release, management and service” and optimize the business environment.
Public information shows that the electronic identity card is based on the “identity card act”, based on the ID card certificate data, and issued the electronic correspondence that is the only correspondence 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. Electronic ID card has the advantages of protecting personal information from disclosure, efficient identity verification and effectively solving the problems of loss and theft of ID card.
In this regard, Wang Chikun, an independent economist, believes that the electronic ID card will give birth to an ecological chain, including but not limited to ID card verification and identification, as well as electronic ID card security systems or platforms such as security and privacy prevention of electronic ID card. In addition, the electronic ID card will also interact with applications such as digital RMB to generate application scenarios with multiple patterns, which will generate corresponding industrial and business opportunities.
several companies responded
Economist song Qinghui said that at present, the electronization of certificates and licenses is the general trend, and there is a huge space for the industry in the future. In this context, the concept of electronic ID card may become a new outlet, and the future development prospects of related industries are worth looking forward to. At the same time, a number of companies responded to the sharp rise in share prices. Some companies got rid of the relationship, some companies suggested risks, and some companies received the attention letter issued by the Shenzhen Stock Exchange.
On March 16, Hangzhou Everfine Photo-E-Info Co.Ltd(300306) announced that the company was concerned about media reports that the company was involved in electronic ID card business. The company’s biometric business is the main business of Zhejiang Weier Technology Co., Ltd., the holding subsidiary of the company. At present, it mainly focuses on the biometric technology, product and service market, focusing on developing business in traffic driving training, finance and banking, public safety, military industry and other industries. Up to now, the company has not been directly involved in the electronic ID card business. At present, the implementation of the opinions does not have a significant impact on the company’s production and operation.
The above situation has also attracted the attention of regulators. In the morning of March 17, Hangzhou Everfine Photo-E-Info Co.Ltd(300306) received a letter of concern issued by Shenzhen Stock Exchange, requesting Hangzhou Everfine Photo-E-Info Co.Ltd(300306) to list the composition of the company’s operating revenue in recent two years according to the type of subdivided products, and to explain whether various products or services of the company are related to the concept of electronic identity and business related to electronic certificates; Combined with the policy environment, industrial chain pattern, market competition, development trend, etc. of electronic license related business and its relevance to the company’s business, this paper explains the specific impact of relevant concepts on the company’s production and operation.
The trading market showed that from March 14 to 16, Hangzhou Everfine Photo-E-Info Co.Ltd(300306) rose the limit for three consecutive trading days. On March 17, Hangzhou Everfine Photo-E-Info Co.Ltd(300306) closed up 0.15%, closing at 20.26 yuan / share, with a total market value of 5.449 billion yuan. In addition, Linewell Software Co.Ltd(603636) also announced that in 2020, projects involving electronic licenses accounted for no more than 2% of the company’s operating revenue, which did not have a significant impact on the company’s production and operation.
There are 161 companies that have used electronic technology to promote related matters, such as identity cards of investors, and have received replies from companies Hanwang Technology Co.Ltd(002362) said that “the identification module of physical ID card and electronic ID card has been included in the scheme design of the company’s human ID card verification terminal product” Zhejiang Zhengyuan Zhihui Technology Co.Ltd(300645) said that “the company’s products have supported electronic ID cards in terms of identity recognition, consumption payment and so on”. In addition, there are also Shenzhen Asia Link Technology Development Co.Ltd(002316) , Changzhou Zhongying Science & Technology Co.Ltd(300936) , three-dimensional world and other individual stocks who get rid of the relationship and say that the company is not involved in electronic ID card business.
Xu Xiaoheng, an investment and financing expert, said that the speculation risk of concept stocks is high, and there may be a company “fishing in troubled waters”. Investors should polish their eyes, pay attention to the relevance between the company and the concept, and do not blindly follow suit.
some stocks are under pressure
It is worth noting that behind the sharp rise in share prices, the recent performance of some concept stocks is under pressure, such as Shenzhen Infinova Limited(002528) , Invengo Information Technology Co.Ltd(002161) and other expected net profits in 2021 are all at a loss Linewell Software Co.Ltd(603636) although the expected performance in 2021 is not disclosed, the net profit attributable to the company in the first three quarters of 2021 is also a loss.
It is understood that Shenzhen Infinova Limited(002528) is also one of the stocks whose share price has soared recently. The trading market showed that in the four trading days from March 14 to 17, Shenzhen Infinova Limited(002528) share price rose by 26.67% and the market fell by 1.26% in the same period. It is understood that Shenzhen Infinova Limited(002528) is a service provider for the provision, construction and operation of the overall solution of smart city. It belongs to the software and information technology service industry, so it is also included in the concept stock of electronic ID card.
Shenzhen Infinova Limited(002528) 2021 performance forecast shows that during the reporting period, the company’s attributable net profit loss was 900 million-1.35 billion yuan, with a profit of 87.5 million yuan in the same period of last year, turning from profit to loss, a decrease of 112857% – 164286% over the same period of last year Shenzhen Infinova Limited(002528) said that during the reporting period, the operating conditions of the acquired subsidiaries were affected by the changes in the industry market environment, the performance fell sharply, and the signs of goodwill impairment were prominent. The profit amount of the performance forecast includes the impact of the impairment of goodwill assets, about 500 million-710 million yuan.
In addition, the net profits attributable to Invengo Information Technology Co.Ltd(002161) , Routon Electronic Co.Ltd(600355) and others in 2021 also suffered losses in advance Invengo Information Technology Co.Ltd(002161) advance loss of RMB 60-85 million Routon Electronic Co.Ltd(600355) advance loss of 4 million-14 million yuan.
Although Linewell Software Co.Ltd(603636) did not disclose the expected performance data of 2021, the company’s net profit and loss in the first three quarters of 2021 decreased significantly. According to the financial data, in the first three quarters of 2021, Linewell Software Co.Ltd(603636) achieved an operating revenue of about 652 million yuan, a year-on-year increase of 33.34%; The corresponding attributable net profit was about -11.22 million yuan, a year-on-year decrease of 70.57%. For company related issues, the reporter of Beijing Business Daily called Linewell Software Co.Ltd(603636) Secretary Office for an interview, but no one answered the phone.
