The concept stocks of mobile payment industry chain include the following three links:
(1)RF-SIM card: the price is 120- 150 yuan. The listed companies involved are:
Chip Design: National Technology (ZTE 000063)
Chip package: changdian technology, Tongfu micro-electricity
Smart card manufacturing: Datang Microelectronics (Datang Telecom 600 198), Eastcom Heping, Hublot, etc.
(2)RF-POS machine manufacturing: the price is about 2400 yuan, Nantian Information, Zheng Tong Electronics, etc.
(3) Mobile phone platform payment and system solutions: Wei Tuo Information 00226 1 (payment platform), Huasheng Tiancheng 6004 10 ("Easy Link" mobile payment), etc.
Visteon: The company is the mainstream supplier of information security products and systems with cryptography as the core in China, which can solve the security problem of mobile payment.
New World: The company is one of the few enterprises in the world with the core technology of two-dimensional code, which has been successfully applied to the "electronic receipt" project of China Mobile and cooperated with China UnionPay to fill the gap of lacking electronic certificate after the completion of e-commerce transactions.
Yuanwanggu: Mainly engaged in the development of UHF RFID technology and the production and sales of UHF RFID system products.
Xiamen Xinda: Xiamen Xinda HC Technology Co., Ltd., 80% owned by the company, mainly produces and sells radio frequency automatic identification systems and electronic tags.
Gaohong shares: The company will build a mobile e-commerce system based on 3G, with 3G Internet access/"> Mobile Internet value-added services and Internet value-added services projects. The company has become one of the important manufacturers of RFID technology research, product development, standard formulation and industry solutions in China.
New Network of Zhejiang University: The company is actively promoting the joint development of mobile operating system platform based on Linux with China Mobile, and actively establishing wireless media service and wireless payment service mode for mobile phone charges with Zhejiang Province as the key pilot.
Xinyada: produces and sells software products such as electronic documents and images, e-commerce and information security, and provides system integration.
Kangqiang Electronics: produces smart card (chip card) carrier tape.