Zhitong Financial APP learned that on December 15, affected by the news of steady and orderly promotion of digital RMB research and development, the A-share digital currency plate opened higher, as of press time, Sichuan Chengdu and Chongqing (601107.SH) rose by the limit; Tianyu Information (300205.SZ), Digital Video (300079.SZ), 300663.SZ Software (300663.SZ), Qitian Technology (300061.SZ) and other stocks rose.
The party committee of the people's Bank of China held a meeting to convey and study the spirit of the Central Economic work Conference, which stressed that structural reform on the financial supply side should be deepened next year. We will deepen the reform of rural credit cooperatives and the bond market. We will strengthen the overall supervision of financial infrastructure. We will promote the research and development of digital RMB in a safe and orderly manner. As of October 22, 2021, China has opened a total of 140 million digital RMB personal wallets, 10 million corporate wallets, a total of 150 million transactions, the transaction volume is close to 62 billion yuan. In addition, there are currently more than 3.5 million digital RMB pilot scenarios. According to institutional estimates, the upgrading of the digital RMB software and hardware industry will bring 140 billion market space, including 5.1 billion of the bank core system transformation, 33.9 billion of the digital RMB hard wallet, 50.7 billion of the ATM upgrade, 32.3 billion of the smart counter card issuer, and 19.2 billion of the merchant POS equipment upgrade.
Everbright Securities Research report pointed out: with the acceleration of the promotion of digital currency and the approach of the full landing time, various preparations and infrastructure upgrading will gradually speed up, and companies in related industrial chains will usher in an opportunity to accelerate development. It is suggested that we should pay attention to three main lines of investment: the first main line suggests that we should pay attention to the payment hardware market, and the implementation of policies such as the promotion of digital currency and bar code payment supervision will lead to the iterative upgrading of payment hardware. Suppliers of intelligent payment equipment on the cashier side and physical hardware wallet suppliers on the payment side will all benefit.