Listed companies related to the third generation ID card

According to the "Overall Plan for Comprehensive Reform of Factor Marketization Allocation" issued by the General Office of the State Council, the reform of factor marketization allocation will be promoted to develop in depth. The document pointed out that it supports the establishment of a population management service system marked by ID cards, expands the information capacity of ID cards, and enriches application scenarios. Therefore, the following companies deserve special attention:

① ID card substrate:

Huaxin Materials: Suhua New Materials Co., Ltd. is the only supplier of complete sets of materials designated by the national "Golden Card T" supporting enterprise, "national high-tech enterprise" and "national second-generation resident ID card", and it is also the largest manufacturer of smart card substrates in China with the highest product grade and the most complete variety series.

In addition, the company also provides smart card substrates for about 30% of bank cards, which is expected to benefit from the promotion and issuance of digital RMB hard wallets by banks.

Desheng Technology: The company has been committed to the construction of social security and livelihood scenarios for many years, and has accumulated rich experience in many scenarios such as identity identification, smart payment and subsidy distribution. At the same time, it is fully prepared to load the digital currency function on the social security card, so in theory, the company has the ability to integrate the ID card, social security card and digital wallet, and truly realize one-card use.

Eastcom Peace: Eastcom Peace Smart Card Company is the largest manufacturer among the six IC card packaging factories designated by the Ministry of Public Security. In addition to having two "second-generation card" packaging production lines with an annual output of 20 million cards, it is also prepared to invest150,000 yuan for the card reader production project.

② IC card chip design of ID card:

Shanghai Belling: It will invest USD 86 million in Shanghai Hua Hong Semiconductor (not less than 1 1%). Shanghai Hua Hong Integrated Circuit Design Company, a subsidiary of Hua Hong Group, a major shareholder, has become the designated chip design enterprise for IC cards and ID cards, and its goal is to gain the market share of 1/3 in China.

Tongfang shares: Tsinghua Tongfang Microelectronics was established with an investment of more than 30 million yuan. Relying on the business of Tsinghua Microelectronics (600360) Research Institute, we developed the second-generation resident ID card chip technology and became a designated IC card chip design enterprise. reference data