After a short rebound for one day, A-Shares turned downward on the 13th, but the digital currency index continued to rise. It rose by 1.71% after rising nearly 2% on Wednesday. It is the concept plate with the largest increase on the 13th except for the continuous board, striking board and first board index. Among individual stocks, Synthesis Electronic Technology Co.Ltd(300479) 20cm limit, Hyunion Holding Co.Ltd(002537) limit, Shenzhen Emperor Technology Company Limited(300546) , Zjbc Information Technology Co.Ltd(000889) , Genimous Technology Co.Ltd(000676) all rose by more than 5%.
In terms of news, the 14th five year plan for digital economy development issued by the State Council recently proposed that by 2025, the digital economy will move towards a comprehensive expansion period, and the added value of core industries of digital economy will account for 10% of GDP. According to the latest research report of Ping An Securities, the plan emphasizes accelerating the digital transformation in the fields of agriculture, water conservancy, industry, commerce, logistics, finance and energy. In “accelerating the digital transformation in the financial field”, it is proposed to “steadily promote the research and development of digital RMB and orderly carry out controllable pilot projects”. With the continuous promotion of the digital RMB pilot, it will bring new market demand for digital transformation in the financial field.
Galaxy Securities Research Report believes that digital RMB is the cornerstone of the development of digital economy. The proportion of digital economy in GDP has gradually increased, and digital RMB can effectively reduce costs and increase efficiency. With the gradual diversification of digital RMB pilot scenarios and the support of digital economy, Winter Olympics and other scenarios, the investment value opportunities of digital RMB industrial chain are highlighted. The broker believes that the localization of software and hardware superimposed by bank IT manufacturers will take the lead in benefiting from the implementation of digital RMB. At the same time, with the penetration and diversification of scenarios, multi business support units such as b-end and C-end will also enjoy investment opportunities.
According to the information recently disclosed by the Beijing Business Management Department of the central bank, 403000 digital RMB Winter Olympics scenes have been implemented, with a transaction amount of 9.6 billion yuan. China Securities Co.Ltd(601066) according to the research report, the 2022 Beijing Winter Olympic Games will carry out the largest digital RMB pilot in history, and the promotion work including bank app wallet and hardware wallet has been carried out smoothly. With the pilot implementation of the Winter Olympic Games scene, digital RMB is expected to be promoted on a large scale in the future, including the upgrading of bank it system, the transformation of terminal payment equipment, digital encryption involved in transaction links Identity authentication and security chips will bring business increment to relevant listed enterprises, and the relevant industrial chain will usher in a large catalyst.
In terms of investment opportunities, the industry suggests paying attention to three main lines: first, the promotion of digital currency and the implementation of barcode payment supervision and other policies will drive the iterative upgrading of payment hardware, and key companies include Xgd Inc(300130) , Urovo Technology Co.Ltd(300531) , Grg Banking Equipment Co.Ltd(002152) , Chutian Dragon Co.Ltd(003040) ; Second, the bank’s it upgrading and transformation, especially the IT service providers of the core account system, benefit the most, such as Shenzhen Sunline Tech Co.Ltd(300348) , Tansun Technology Co.Ltd(300872) , Guangzhou Kingteller Technology Co.Ltd(002177) , Chase Science Co.Ltd(300941) , Client Service International Inc(300663) , Jiangsu Hoperun Software Co.Ltd(300339) ; Third, digital RMB promotion and scenario service companies, such as third-party payment services and acquiring companies, will also benefit from the implementation of digital currency. The corresponding targets include Lakala Payment Co.Ltd(300773) , Hyunion Holding Co.Ltd(002537) .
