Group 1 - The core viewpoint of the articles highlights the significant rise in stock prices of companies like Lens Technology, Fudan Microelectronics, and Obi Zhongguang, driven by the rapid adoption of Alipay's "Tap to Pay" feature [1][2] - As of March 24, the stock prices of Lens Technology, Fudan Microelectronics, and Obi Zhongguang increased by 3.06%, 0.15%, and 0.29% respectively, outperforming the broader market [1] - The "Tap to Pay" feature, launched in 2024, has quickly gained traction, covering over 100 cities and 1,000 business districts in China by the end of 2024, with major retailers like Meiyijia and Juewei Duck Neck participating [1] Group 2 - The NFC industry in China is experiencing growth, with smartphone shipments reaching 314 million units in 2024, indicating a rising adoption of NFC-enabled devices [2] - The global NFC payment market is projected to reach $67.71 billion by 2028, driven by the increasing penetration of NFC technology and advancements in 5G, IoT, and AI [2] - Companies in the NFC supply chain, such as Fudan Microelectronics, Lens Technology, and Obi Zhongguang, are expected to benefit from the continued promotion of the "Tap to Pay" feature, leading to broader growth opportunities [2]
三大支付宝概念股逆市飘红 相关产业链受追捧
Jie Mian Xin Wen·2025-03-24 07:54