Which stocks benefit from the central bank's digital currency
Publish: 2021-04-11 11:08:33
1. The central bank's digital currency landing frequency exceeds expectations, and the phenomenal events in the blockchain field may comprehensively catalyze the application of blockchain in more scenarios; Key recommendations: Omar electric, Hang Seng electronics, Xinya Da, Haili Meida, Guangbo Co., Ltd., Feitian integrity, winwin; Suggestion: digital authentication.
2. The issue of digital currency can not only rece the high cost of traditional paper currency issue and circulation, but also better serve our virtual economy. Previously, bitcoin and other data currencies were legalized in California, and the Bank of England also considered issuing digital currency, which opened a good foundation for digital currency circulation. With the issuance of digital currency in China, the penetration rate of mobile payment will rise by leaps and bounds, and the enterprises that take the lead in the layout will have broad prospects for development
in the A-share market, the concept stocks related to mobile payment mainly include: Hengbao shares, new world, Tianyu information, Zhongke Jincai, national technology, new cape, new Guo, etc.
in the A-share market, the concept stocks related to mobile payment mainly include: Hengbao shares, new world, Tianyu information, Zhongke Jincai, national technology, new cape, new Guo, etc.
3. CBDC, the full name of central bank digital currency, translated as the central bank digital currency. The Bank of England, in its Research Report on CBDC, gives this definition: central bank digital currency is the electronic form of central bank currency, which can be used by households and businesses to make payments and store value. The Chinese version of CBDC is described as digital RMB, which is issued by the people's Bank of China, operated by designated operators and exchanged to the public. It is based on the generalized account system, supports the loose coupling function of bank accounts, is equivalent to banknotes and coins, and has value characteristics and legal compensation. What we call DC / EP is the Chinese version of the central bank's digital currency, translated as "digital currency and electronic payment tools". The center for International Settlements (BIS) and the Committee on payment and market infrastructure (CPMI), two authoritative international organizations, jointly concted two questionnaires on more than 60 central banks in 2018 and 2019. The content of the questionnaire includes the work progress of central banks on digital currency, the motivation of studying digital currency and the possibility of issuing digital currency. 70% of central banks said they are (or will be) involved in the research of digital currency
response time: August 6, 2020. Please refer to the official website of Ping An Bank for the latest business changes
[Ping An car owner loan] you can borrow a car, up to 500000
https://b.pingan.com.cn/station/activity/loan/qr-carloan/loantrust.html?source=sa0000632&outerSource=bdzdhhr_ zscd&outerid=ou0000250&cid=bdzdhhr_ zscd&downapp_ id=AM001000065
response time: August 6, 2020. Please refer to the official website of Ping An Bank for the latest business changes
[Ping An car owner loan] you can borrow a car, up to 500000
https://b.pingan.com.cn/station/activity/loan/qr-carloan/loantrust.html?source=sa0000632&outerSource=bdzdhhr_ zscd&outerid=ou0000250&cid=bdzdhhr_ zscd&downapp_ id=AM001000065
4. Digital currency is not a concept stock. Digital currency is different from stock
digital currency is abbreviation of digital currency. It is an alternative currency in the form of electronic currency. Digital gold coin and cryptocurrency (bitcoin, DCT) belong to digiccy
stock is the certificate of ownership issued by a joint-stock company, which is a kind of valuable securities issued by a joint-stock company to each shareholder as a certificate of shareholding in order to raise funds and obtain dividends and dividends. Each share represents the ownership of a basic unit of the enterprise. Behind every stock is a listed company. At the same time, every listed company will issue shares.
digital currency is abbreviation of digital currency. It is an alternative currency in the form of electronic currency. Digital gold coin and cryptocurrency (bitcoin, DCT) belong to digiccy
stock is the certificate of ownership issued by a joint-stock company, which is a kind of valuable securities issued by a joint-stock company to each shareholder as a certificate of shareholding in order to raise funds and obtain dividends and dividends. Each share represents the ownership of a basic unit of the enterprise. Behind every stock is a listed company. At the same time, every listed company will issue shares.
5. Hailimeda (002537): its main business is the development, proction and distribution of home appliance parts, auto parts, micro and special motors and motor parts; Precision mold development, design and manufacturing, is a strong domestic comprehensive strength of home appliance parts suppliers.
6.
On A-share, the leading stock of digital currency concept is Hang Seng electronics, with the stock code of 600570
The main business of Hang Seng Electronics Co., Ltd. is to provide domestic financial institutions with software procts and services as well as financial data business, and to provide wealth management tools for indivial investors
7.
8. What are the beneficial concepts of No. 1 central document in 2015? No. 1 central document concept stock:
focus on the theme of agriculture related to the central economic work conference and rural work conference: this year's central economic work conference pointed out that we should accelerate transformation of agricultural development mode and solve " Agriculture, rural areas and farmers; We should lay a solid foundation for the stable development of agriculture, stabilize the situation in rural areas, stabilize the output of grain and major agricultural procts, and increase farmers' income. It is necessary to improve the rural land management right transfer policy, do a good job in the registration and certification of the land contract management right, and improve the open and standardized land transfer market. We believe that the main direction of future agricultural development is to further promote agricultural modernization and land circulation. The rural working conference around 20 this month will decide the main direction of next year's No. 1 central document. We believe that this working conference may continue to deepen the land reform and land circulation, including the reform of agricultural proct price policy and the reform of land reclamation system. We believe that three types of targets will benefit from the acceleration of land circulation: the first type is the agricultural means enterprises that benefit from the promotion of large-scale operation and face upgrading, including 1) seed instry: Longping hi tech (000998), Denghai seed instry (002041), Quanyin hi tech (300087) and Nongfa seed instry (600313). 2) Chemical fertilizer instry: Jin Zhengda (002470), batian (002170)
the second type is the listed enterprises in the land reclamation system that own land resources, innovate agricultural operation mechanism and improve management mechanism, and are facing reform: Yasheng group (600108), * ST Dahuang (600598) and Hainan rubber (601118). The third type is the planting service providers who benefit from unified land management and may participate in land circulation: Dayu water saving (300021) and Huilong (002556)
poultry instry chain recommendation: Zhengbang technology, tianbang Co., Ltd., muyuan Co., Ltd., Xiaoying agriculture and animal husbandry. Huaying agriculture, new hope
mobile insurance: the mobile insurance instry will be in & quot; Downstream aquaculture reversal + Instry Upgrading & quot; It's a double opportunity. In the medium and long term, the animal protection instry is in the post breeding cycle: on the one hand, the increase of livestock stock will promote the increase of drug consumption; In addition, the improvement of farmers' profitability will encourage them to use better vaccines for epidemic prevention (when the breeding market is good, farmers pay more attention to epidemic prevention, because the loss of dead livestock and poultry is great). These two advantages will greatly increase the income of mobile insurance enterprises: unit price (increase) * volume (increase). At present, in the short term, the fourth quarter is a high epidemic period, and there is a strong demand for vaccines. According to the recent grassroots research, the epidemic situation is emerging all over the country. The epidemic prevention situation is not optimistic. With the acceleration of large-scale breeding process, the demand for high-quality vaccines is booming. Dynamic protection plate will usher in plate investment opportunities. The market-oriented leading enterprises are recommended. Main targets: Jinyu group, tianbang shares and Tiankang biology. Next, Zhongmu, dahuanong and Ruipu biology
seed instry: ushering in the period of bottom reversal + merger and integration. With the decline of seed proction area (we expect corn seed proction area to decline by about 30% and hybrid rice area to decline by 14% in 2014) and the continuous rection of inventory, the seed instry will enter a new round of gas cycle.
focus on the theme of agriculture related to the central economic work conference and rural work conference: this year's central economic work conference pointed out that we should accelerate transformation of agricultural development mode and solve " Agriculture, rural areas and farmers; We should lay a solid foundation for the stable development of agriculture, stabilize the situation in rural areas, stabilize the output of grain and major agricultural procts, and increase farmers' income. It is necessary to improve the rural land management right transfer policy, do a good job in the registration and certification of the land contract management right, and improve the open and standardized land transfer market. We believe that the main direction of future agricultural development is to further promote agricultural modernization and land circulation. The rural working conference around 20 this month will decide the main direction of next year's No. 1 central document. We believe that this working conference may continue to deepen the land reform and land circulation, including the reform of agricultural proct price policy and the reform of land reclamation system. We believe that three types of targets will benefit from the acceleration of land circulation: the first type is the agricultural means enterprises that benefit from the promotion of large-scale operation and face upgrading, including 1) seed instry: Longping hi tech (000998), Denghai seed instry (002041), Quanyin hi tech (300087) and Nongfa seed instry (600313). 2) Chemical fertilizer instry: Jin Zhengda (002470), batian (002170)
the second type is the listed enterprises in the land reclamation system that own land resources, innovate agricultural operation mechanism and improve management mechanism, and are facing reform: Yasheng group (600108), * ST Dahuang (600598) and Hainan rubber (601118). The third type is the planting service providers who benefit from unified land management and may participate in land circulation: Dayu water saving (300021) and Huilong (002556)
poultry instry chain recommendation: Zhengbang technology, tianbang Co., Ltd., muyuan Co., Ltd., Xiaoying agriculture and animal husbandry. Huaying agriculture, new hope
mobile insurance: the mobile insurance instry will be in & quot; Downstream aquaculture reversal + Instry Upgrading & quot; It's a double opportunity. In the medium and long term, the animal protection instry is in the post breeding cycle: on the one hand, the increase of livestock stock will promote the increase of drug consumption; In addition, the improvement of farmers' profitability will encourage them to use better vaccines for epidemic prevention (when the breeding market is good, farmers pay more attention to epidemic prevention, because the loss of dead livestock and poultry is great). These two advantages will greatly increase the income of mobile insurance enterprises: unit price (increase) * volume (increase). At present, in the short term, the fourth quarter is a high epidemic period, and there is a strong demand for vaccines. According to the recent grassroots research, the epidemic situation is emerging all over the country. The epidemic prevention situation is not optimistic. With the acceleration of large-scale breeding process, the demand for high-quality vaccines is booming. Dynamic protection plate will usher in plate investment opportunities. The market-oriented leading enterprises are recommended. Main targets: Jinyu group, tianbang shares and Tiankang biology. Next, Zhongmu, dahuanong and Ruipu biology
seed instry: ushering in the period of bottom reversal + merger and integration. With the decline of seed proction area (we expect corn seed proction area to decline by about 30% and hybrid rice area to decline by 14% in 2014) and the continuous rection of inventory, the seed instry will enter a new round of gas cycle.
9. Non bank finance
Huatai Securities believes that the non bank sector, as the main beneficiary of the interest rate and standard rection, will usher in a rebound. For securities companies, the double policy of interest rate rection and reserve requirement rection has exceeded expectations and continued to release liquidity. The market is worried that the policy will turn negative and the market expectation will return. The interest rate rection is concive to activating the trading volume and recing the financing cost of securities companies, and is good for the two financing businesses of brokers. Securities companies are in the upward development cycle with good performance price ratio. 1) High quality: the capital market is the core area of reform, and the stock of securities companies belongs to blue chip + growth; 2) Low price: according to 15 years' performance, the PE of big securities companies is 15 times. Favorable policies of the instry continued: IPO registration system, t + 0, indivial stock options, asset securitization, capital account opening, state-owned enterprise reform, etc., and continued to be optimistic. 1) smooth performance: new big move, Guoxin, Dongfang; 2) The expectation of SOE reform: Everbright, Xingye
for insurance stocks, recing interest rates and reserve requirements will help boost market morale, expand the competitiveness of insurance procts and financial procts, benefit insurance investment and continue to enjoy the benefits. In 2015, tax deferral, health insurance tax incentives and investment channels will be released one after another. Insurance is in a period of high security and good flexibility. As a 10 times leverage insurance stock, the current new business value is about 15 times, and the valuation will usher in the repair stage. Continue to recommend Xinhua, Ping An, life insurance and Taibao< Fourth, nonferrous metals
Guojin securities (600109) said that the interest rate cut will help to improve the performance and performance prospects of nonferrous metals instry and companies. Rece interest rates to rece debt and financial pressure of nonferrous metals instry. Nonferrous metals instry is one of the representatives of heavy assets instry, with high asset liability ratio. Interest rate rection will rece the capital cost and interest expense of the instry and the company, and directly affect the profit level of the company and the instry. In addition, the interest rate cut will boost the demand and prospects of nonferrous metals. The interest rate cut will effectively stimulate investment, enhance the market demand for real estate, stabilize and boost the market's expectation of economic prospects, so as to enhance the demand for non-ferrous metal instry
commodities, especially non-ferrous metals, are mainly driven by two factors, one is the demand side of the real economy, the other is the expectation of liquidity. For commodities, especially non-ferrous metals, there are opportunities. In the rapid decline stage of PPI, it is difficult for non-ferrous metals to strengthen in trend, but the emergence of the expectation of recing the reserve ratio will increase the impulsive opportunities of non-ferrous plate, especially rare metals backed by emerging instries, and the frequency of band speculation of non-ferrous plate will increase.
Huatai Securities believes that the non bank sector, as the main beneficiary of the interest rate and standard rection, will usher in a rebound. For securities companies, the double policy of interest rate rection and reserve requirement rection has exceeded expectations and continued to release liquidity. The market is worried that the policy will turn negative and the market expectation will return. The interest rate rection is concive to activating the trading volume and recing the financing cost of securities companies, and is good for the two financing businesses of brokers. Securities companies are in the upward development cycle with good performance price ratio. 1) High quality: the capital market is the core area of reform, and the stock of securities companies belongs to blue chip + growth; 2) Low price: according to 15 years' performance, the PE of big securities companies is 15 times. Favorable policies of the instry continued: IPO registration system, t + 0, indivial stock options, asset securitization, capital account opening, state-owned enterprise reform, etc., and continued to be optimistic. 1) smooth performance: new big move, Guoxin, Dongfang; 2) The expectation of SOE reform: Everbright, Xingye
for insurance stocks, recing interest rates and reserve requirements will help boost market morale, expand the competitiveness of insurance procts and financial procts, benefit insurance investment and continue to enjoy the benefits. In 2015, tax deferral, health insurance tax incentives and investment channels will be released one after another. Insurance is in a period of high security and good flexibility. As a 10 times leverage insurance stock, the current new business value is about 15 times, and the valuation will usher in the repair stage. Continue to recommend Xinhua, Ping An, life insurance and Taibao< Fourth, nonferrous metals
Guojin securities (600109) said that the interest rate cut will help to improve the performance and performance prospects of nonferrous metals instry and companies. Rece interest rates to rece debt and financial pressure of nonferrous metals instry. Nonferrous metals instry is one of the representatives of heavy assets instry, with high asset liability ratio. Interest rate rection will rece the capital cost and interest expense of the instry and the company, and directly affect the profit level of the company and the instry. In addition, the interest rate cut will boost the demand and prospects of nonferrous metals. The interest rate cut will effectively stimulate investment, enhance the market demand for real estate, stabilize and boost the market's expectation of economic prospects, so as to enhance the demand for non-ferrous metal instry
commodities, especially non-ferrous metals, are mainly driven by two factors, one is the demand side of the real economy, the other is the expectation of liquidity. For commodities, especially non-ferrous metals, there are opportunities. In the rapid decline stage of PPI, it is difficult for non-ferrous metals to strengthen in trend, but the emergence of the expectation of recing the reserve ratio will increase the impulsive opportunities of non-ferrous plate, especially rare metals backed by emerging instries, and the frequency of band speculation of non-ferrous plate will increase.
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