Zhitong Financial APP learned that on December 21, affected by the news that the digital RMB industry chain will usher in accelerated development, A-share digital currency plate continued to strengthen, as of press release, Hailian Jinhui (002537.SZ) rose by the daily limit; stocks such as win-win (300377.SZ), Creative Technology (300941.SZ), Feitian Integrity (300386.SZ), Tianyu Information (300205.SZ) and other stocks rose.
Everbright Securities Research report pointed out: the digital RMB is located in legal currency, and the corresponding social supporting facilities are upgraded to rigid needs. With the promotion and acceleration of digital currency and the approach of the full landing time, various preparations and infrastructure upgrading work will gradually speed up, and companies in the relevant industrial chain will usher in an opportunity to accelerate development. It is suggested that we should pay attention to three main investment lines. 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 the regulation of bar code payment 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. The second main line suggests that we should pay attention to the IT upgrading market of banks. Banks play a huge role in the issuance and trading of digital RMB. Because of their legal currency positioning, banks need to upgrade their systems to meet the trading needs of digital currency in the future. There is a huge market space for bank IT transformation. The third main line suggests that we should focus on the promotion and scenario service companies serving the digital RMB, such as third-party payment services and order collection companies will also benefit from the landing of digital currency.