news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

as the leading sector in the a-share market surge from 2014 to 2015, the mobile payment sector experienced a long-awaited explosion this morning, with a surge in daily limit stocks.

the mobile payment sector surged, which also boosted the morning trading. the internet e-commerce sector exploded, and the pinduoduo concept, electronic id card, internet finance, cross-border payment and other sectors also surged.

a-shares rebounded in the morning. as of the close, the shanghai composite index rose 0.04%, the shenzhen component index rose 0.32%, and the chinext index rose 0.78%.

mobile payment sector explodes

this morning,mobile payment sector surges, individual stocks see daily limit riseamong them, feitian chengxin, shensi electronics, chuangshi technology and other stocks rose by 20cm. what happened behind this?

on september 4, taobao and tmall respectively released the "solicitation of opinions on the addition of wechat payment capabilities to taobao" and the "solicitation of opinions on the addition of wechat payment capabilities to tmall". wechat pay responded that the function adaptation with merchants on the taobao platform is currently being opened, and please pay attention to the taobao platform announcement for the specific launch time. taobao stated that in order to enhance the shopping experience of consumers, taobao plans to add wechat payment capabilities and adjust the platform rules after the solicitation of opinions is completed. as the main payment service provider of taobao, alipay stated that it will continue to deepen strategic cooperation with taobao group. openness will create a greater future. alipay will increase open cooperation in internet technology, ai technology products and a wider ecosystem to help the vitality and prosperity of the digital economy and open up a larger business space for the alipay platform.

on the same day, meituan waimai, meituan hotels, china duty free group, vipshop, ctrip and others launched alipay mini programs and started joint operations.

analysts said that the interconnection of the two major internet giants in china, alibaba and tencent, in the field of payment has taken a key step, becoming a milestone in the internet industry. this will have two effects. on the one hand, taobao's access to wechat pay means that taobao can reach wechat's huge user base, which is particularly important for taobao's expansion in the sinking market; on the other hand, wechat pay's access to taobao will enrich wechat pay's application scenarios, which will help consolidate its position in the mobile payment market and also help tencent's financial technology business grow.

industry insiders said that nowadays, in the offline payment market, barcode payment interconnection and interoperability are continuously advancing, and the industry norms for barcode payment interconnection and interoperability are being formulated at an accelerated pace. in the field of online payment, taobao and wechat payment are gradually "removing walls" to achieve interface interoperability, giving consumers more choices. this means that a unified large market in china's payment field is coming, thus activating a more vibrant consumer market.

citic securities said that although the traffic advantage in the video era may bring douyin pay an increase in the payment share within the ecosystem, the competition landscape of general payment dominated by offline payment is relatively stable, and wechat pay and alipay benefit from the dual-leading competition landscape. although the rate cannot be increased due to the constraints of supervision and business positioning, there is still room for business expansion and the monetization efficiency is improving. wechat pay and alipay deserve special attention.

photovoltaic equipment sector surges

this morning,photovoltaic equipment sector surges, shares of liansheng technology, king kong photovoltaic, and saiwu technology rose sharply.

recently, many major events have occurred in the photovoltaic industry. at the end of august, the two leading silicon wafer companies, longi green energy and tcl zhonghuan, raised the price of silicon wafers. at the semi-annual performance briefing of longi green energy held on september 2, the company's chairman zhong baoshen said that all links in the industrial chain are at the bottom of the cycle, and the upward trend of prices in the future is very obvious. at the same time, recently, at the performance briefing of jinkosolar. the company said that it is difficult to predict when the industry will get better, but now it is at the bottom of the cycle, and the expansion of production capacity has been curbed from the source. the future may be a process of gradual recovery of the industry.

recently, the china photovoltaic industry association announced that in recent times, some companies have reported to the association that the price stampede during the bidding process of downstream power stations due to the bidding price mechanism is an important factor driving the continuous decline in photovoltaic product prices. on the afternoon of august 29, under the guidance of the electronic information department of the ministry of industry and information technology, the china photovoltaic industry association organized a "symposium on the bidding price mechanism for photovoltaic power station construction" in beijing.

in addition, media reported that the top ten photovoltaic glass manufacturers including xinyi solar and fuyao glass held an emergency meeting and reached a unanimous agreement to implement a furnace closure and production reduction plan, with a production reduction of up to 30%.

citic securities said that in the short term, with the increase in module production in the third quarter, the industry's inventory and price pressures are expected to be significantly alleviated. the prices of silicon materials, silicon wafers, batteries, modules, etc. are expected to stabilize, and the prices of some auxiliary materials such as film and glass may also bottom out and rebound. in the medium and long term, it is expected that the growth rate of photovoltaic terminal demand will remain at a central level of about 20% in the next few years, and the shipment growth rate of the industry's core products, inverters, brackets, and modules, is guaranteed.

(the market pictures in this article are from tonghuashun)