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Less worries about stock trading

Is online ID card coming?

In the morning trading today, A-shares rose across the board, with the Shanghai Composite Index closing up 1.79%, re-crossing the 2,900-point mark, and both major science and technology innovation indexes rose by more than 3%. In terms of sectors, the beauty care, social services, non-bank financial and other sector indexes rose by more than 3%, and the securities sector, known as the "bull market flag bearer", soared sharply, closing up more than 6% in the morning.

The heavyweight stocks diverged significantly. Among the components of the CSI 300 Index, more than 10 stocks rose by more than 5%.FlushA surge of more than 13%.China GalaxyDaily limit,Eastmoney, Zheshang SecuritiesMany stocks rose by more than 9%. The dividend-weighted stocks that led the gains in the early stage fell.China General Nuclear PowerDown more than 5%,China National Nuclear Corporation, China MobileAll fell against the market trend.

Bull market flag bearer soars

The securities sector suddenly surged in early trading.Jinlong SharesThe stock price rose twice in a straight line and reached the upper limit at 9:46.Huaxin Securities, Pacific Securities, Tianfeng Securities, Guosheng Financial HoldingsBrokerage stocks such as ETFs all rose to their daily limit.

As of the morning close, the securities sector rose collectively, with the market value exceeding 100 billion yuan.China GalaxyIt also hit the daily limit; among the sectors, the smallest increaseOrient SecuritiesUp nearly 4%.

Guohai Securities pointed out that liquidity continued to improve and interest rate cuts came as expected. Compared with other financial sectors such as insurance and banks, the securities sector has undoubtedly benefited more from this change, and we should continue to pay attention to the catalysis brought by this factor. The brokerage also said that the negative impact of supervision and policy levels has actually been fully reflected in the current low valuation of the securities sector, and its suppression of the sector may be gradually alleviated. In the future, we need to focus on the industry's cost reduction and efficiency improvement, the performance of some targets that have exceeded expectations under low attention, and the catalysis of the sector market brought about by the acceleration of mergers and acquisitions.

Let's take a look at how low the current valuation of the securities sector is. Data shows that as of yesterday's close, the securities sector's rolling P/E ratio was 20.83 times, below the 30% historical percentile; the P/B ratio was 1 times, below the 1% historical percentile.

Online ID cards are expected to be promoted more quickly

The sharp surge in the securities sector indicates that the market style switch has initially emerged. It is worth paying attention to whether the market can further switch from "defense" to "offense".The market showed a clear offensive momentum in the early trading session, with the top gainers mostly in sectors with stronger risk appetite, among which the computer index also surged by more than 3%.

On the news front, on July 26, the Ministry of Public Security and the Cyberspace Administration of China publicly solicited opinions on the "National Network Identity Authentication Public Service Management Measures (Draft for Comments)", relying on the CTID platform to provide natural persons with services such as applying for Internet numbers, Internet certificates, and identity verification.

Minsheng Securities pointed out that the network ID formed by the network identity symbol composed of letters and numbers without plain text identity information will form a one-to-one correspondence with the personal identity, thus achieving a win-win situation of personal information protection + personal information authentication. And the use of technologies such as data trust platform + privacy computing is expected to accelerate the process of network trusted identity.

Tianfeng Securities believes that online identity authentication is expected to be promoted faster. The CTID platform is the core of the digital ID card and is expected to achieve a market space of tens of billions. Both CTID platform security and terminal inspection equipment manufacturers are expected to benefit.

Institutions are optimistic about these high-growth stocks

According to institutional research reports, 11 network identity authentication-related concept stocks are expected to benefit. From the perspective of market value,Venusstar, Qi'anxin-U, Newland, China Telecom Network SecurityThe market value of each of them exceeds 10 billion yuan.

From the perspective of institutional attention,VenusstarThere are 21 rating agencies.Qi'anxin-U, SDIC Intelligent, Yongxin Zhichengetc. have been rated by more than 5 institutions.

Some stocks have high growth potential.Qi'anxin-UInstitutions unanimously predict that net profit growth will exceed 50% this year, next year and in 2026;Yongxin SincerityThe net profit growth rate in the past three years has exceeded 30%.Venusstar, Newland, SDIC SmartThe net profit growth rate in the past three years has exceeded 20%.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: He Yu

Proofreading: Zhu Tianting

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