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Digital currency concept stocks exploded, and many listed companies disclosed the actual business situation

Time : 12/07/2021 Author : we53qf Click : + -
        In the early trading on January 17, digital currency concept stocks were all red, and several stocks including digital certification (300579. SZ), new Cape (300248. SZ) and advanced digital communication (300541. SZ) rose by the limit. At the same time, the related concept index rose sharply. The financial technology ETF (159851) rose by 6.22%, the blockchain index (884215) rose by 5.88%, and the wind digital currency index (884871. WI) rose by 7.76%, all recording the largest one-day increase since 2022. Combing the growth of related concept stocks since 2022, we can find that the concentrated rise began on January 12.
        On the same day, the State Council officially issued the "14th five year plan" for the development of digital economy (hereinafter referred to as the "plan"), proposing that by 2025, the proportion of the added value of the core industries of the digital economy in the GDP will be increased from 7.8% in 2020 to 10%, which is also the first time since the index of the added value of the core industries of the digital economy in the GDP was proposed in the 14th five year plan and the outline of the long-term goals for 2035, The top-level design for China's digital economy development during the 14th Five Year Plan period. Since 2020, digital RMB pilot activities have been carried out in many places across the country, and many listed companies have also disclosed the progress of relevant businesses.
        According to the institutional perspective, the current digital RMB is also at a significant industry inflection point with the bank it and payment receipt, and the digital RMB will bring opportunities to the participants in the issuance and circulation links. It can be seen from the rise and fall data of the relevant component stocks of each index that the component stocks of the above-mentioned digital currency and blockchain concepts have been rising since 2022. Take the wind digital currency index as an example. Of the 28 constituent stocks involved, 24 have risen so far in 2022, and 11 have recorded double-digit growth. Among them, new Cape increased by 34.92%, Royal Bank shares (002177. SZ) increased by 34.59%, digital authentication increased by 23.8%, Chu Tianlong (003040. SZ) increased by 23.71%, and Shenzhou information (000555. SZ) increased by 22.09%.
        Since January 12, the growth of the above-mentioned stocks has been more concentrated. Among the 28 stocks, only st Omar (002668. SZ) has dropped slightly by 2.12%, and the other stocks have closed up. Moreover, 14 stocks have risen in double digits, and 7 stocks have increased by more than 15%. On January 17, 28 individual stocks closed up, and 23 individual stocks rose by more than 5%. On January 17, the above-mentioned blockchain index stocks also showed a general upward trend. Among the 98 constituent stocks, only Ping An, meiyingsen and BGI slightly fell, and 52 stocks increased by more than 5%. Hot money flows to the digital currency sector, and the attention of institutions is also increasing. According to the data of Shanghai Stock Exchange, the accumulated net capital flow rate of fintech ETFs in the past 60 trading days was as high as 99.44%.
        In addition, many related companies were intensively investigated by institutions. For example, Yuxin Technology (300674. SZ), which is engaged in providing consulting, software products, software development and implementation, operation and maintenance, system integration and other information services to financial institutions mainly banks, has been surveyed by 58 institutions since the beginning of the year, of which 43 institutions have been surveyed after January 12; Changliang Technology (300348. SZ), which mainly provides integrated solutions including business, channel and management systems for small and medium-sized banks, has been surveyed by 22 institutions since the beginning of the year, and has received 29 times of institutional surveys. In addition, a number of listed companies have recently obtained institutional ratings.
        There are 25, 15, 14 and 10 agencies participating in the rating of Ziguang Guowei (002049. SZ), Yuxin technology, STARNet Ruijie (002396. SZ) and Xinyuan shares (688521. SZ), respectively. For example, as one of the first payment companies to sign strategic cooperation, lakala (300773. SZ) said in the semi annual report of 2021 that it had completed the system docking with the digital currency Research Institute of the central bank and all six major state-owned banks that issued digital renminbi, and developed application products such as digital people's currency aggregation payment, digital Renminbi wallet, and digital Renminbi bracelet. New Cape also said on the investor interaction platform that the company is responsible for providing the overall solution of payment platform and collection equipment to realize the transaction application scenario of digital RMB.
        The digital RMB payment routing gateway system developed by the company can access the digital RMB system of banks and operators to complete the payment operation of digital RMB. According to the change announcement released on January 4, the company has built digital RMB projects for more than ten universities and enterprises, including Hainan University, Sanya college, Shanghai business school, Suzhou Institute of industrial technology, Suzhou Experimental School of Nanjing Normal University, meixihu middle school in Zhounan, Changsha City, Mingde Huaxing middle school, and Shanghai Dongyin center, and has cooperated with five major banks (Bank of China, Agricultural Bank of China, industrial and Commercial Bank of China Four major institutions (UnionPay, China Mobile, China Telecom and China Unicom) have established cooperative relationships to provide overall solutions of payment platforms and collection equipment for customers in such subdivided business areas as universities, K12, secondary vocational schools and enterprises, and realize the transaction application scenario of digital RMB. However, there are few pilot cities of digital RMB at present, accounting for a low proportion of the company's income.
        Chu Tianlong said on the interactive platform that the company has participated in the pilot projects of digital RMB hardware wallets and other products and technical services of many bank customers. The Winter Olympics is also one of the pilot projects, and it is progressing smoothly. Shensi Electronics (300479. SZ) said on the interactive platform that the company actively cooperated with relevant institutions and commercial banks to participate in the pilot work of digital RMB. At present, it has completed the terminal R & D and upgrading, supported all functions of digital RMB such as account opening, card issuing, consumption payment and dual offline payment, and has been put into commercial trial operation in small batches in pilot cities. In the survey, Jingbei said that the company's digital RMB related services to customers began to generate revenue in 2020 and showed an increasing trend every quarter. The company's all-round delivery capability support and all-round solution capability of digital RMB continued to improve.
        Facing the world dominated by digital economy, digital RMB is committed to becoming a new generation of financial infrastructure. It is not only the carrier for users to realize their digital needs, but also the starting point for currency to adapt to the digital world. At present, China has gained the first mover advantage in the field of digital economy. Cheng Shi, chief economist and managing director of ICBC international, previously said that digital RMB points to three major real pain points: first, break the separation of the payment industry and create a fair and open payment environment; 2. Break through the obstacles of RMB internationalization and establish a financial infrastructure suitable for the digital economy; Third, break the time lag of policy transmission, and provide precise control tools from total to structure. In fact, the people's Bank of China began a special research on legal digital currency in 2014. Since the end of 2019, the people's Bank of China has conducted a pilot test of digital RMB in Shenzhen, Suzhou, xiong'an, Chengdu and the 2022 Beijing Winter Olympics.
        From November 2020, six pilot areas will be added in Shanghai, Hainan, Changsha, Xi'an, Qingdao and Dalian. According to the relevant data of the digital RMB pilot, the number of pilot scenarios, the number of digital wallets, and the transaction amount will rise in a straight line in 2021. As of June 30, 2021, the number of digital RMB pilot scenarios has exceeded 1.32 million, covering payment, catering, travel, shopping, government affairs and other fields. More than 20.87 million personal wallets and more than 3.51 million corporate wallets have been opened. The accumulated number of transactions is more than 70.75 million, with an amount of about 34.5 billion yuan. According to the semi annual report of 2021, many banks, including industrial and Commercial Bank of China, Bank of China, China Construction Bank, postal savings bank and Industrial Bank, have started to carry out digital RMB business pilot.
        According to the video speech delivered by Yi Gang, governor of the people's Bank of China, at the 30th anniversary of the founding of the Institute of emerging economies of the Bank of Finland, as of October 8, 2021, there were more than 3.5 million digital RMB pilot scenarios, 123 million personal wallets were opened, and the transaction amount was about 56 billion yuan. In 2022, the digital RMB pilot process will be further accelerated. On January 4, the digital RMB (pilot version) app was launched in major android app stores and Apple App Stores, and was open for download by users in the pilot areas; On January 5, users in 11 digital RMB pilot areas such as Beijing, Shanghai and Shenzhen can use digital RMB to pay for meituan takeout; On January 6, Alipay and wechat successively "officially announced" access to digital RMB, becoming new operating institutions; On January 7, a total of 49 platforms including, and didi have been connected to the digital RMB system.
        It is worth noting that the 2022 Beijing Winter Olympics will carry out the largest digital RMB pilot ever. On January 10, 2022, the business management department of the people's Bank of China held a 2022 working meeting. The meeting indicated that the pilot of the digital RMB Winter Olympics has been steadily promoted, and the seven scenarios have been fully covered. Three large-scale digital RMB pilot activities have been carried out, with 403000 landing scenarios and a transaction volume of 9.6 billion yuan. In addition, in Zhangjiakou area of the Winter Olympics (the first batch of digital RMB pilot areas in China), the construction of digital RMB payment scenarios for venues in the area is also being vigorously promoted. The digital people's acceptance scenarios of 6 snow fields in Chongli district and Zhangjiakou Mountain News Center have been implemented. 22 contracted hotels for the Winter Olympics have signed 100% contracts to support the acceptance of digital RMB payment, and 8 designated hospitals can use digital RMB payment Digital RMB payment acceptance has also been realized in many scenarios such as daily life.
        China Construction Investment believes that with the pilot implementation of the Winter Olympics scenario, digital RMB is expected to achieve large-scale promotion in the future. The upgrading and transformation of the bank's IT system, the transformation of terminal payment equipment, and the digital encryption / identity authentication / security chip involved in the transaction will bring business growth to the relevant listed enterprises, and the relevant industrial chain will usher in a big catalyst. Guotai Junan judges that there will be two aspects that will benefit in depth or usher in explosive growth, that is, the transformation of it needs of relevant banks and the landing of hard wallets. At present, the bank's digital currency wallet is mainly operated by large banks. The industry know-how accumulated by it suppliers of large banks in the early stage of digital currency construction will be exported to small and medium-sized banks through the expansion of the scope of digital RMB, thus giving birth to more bank it system transformation.
        On the other hand, the emergence of digital currency hard wallets will provide a new payment channel, which is directly linked to the population of China. Therefore, we are optimistic about the channel and application scenario providers generated in this process.
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