“支付宝碰一下”生态持续扩大 产业链公司有望受益

Core Insights - "Alipay Tap" is expanding as a convenient payment method, with Pizza Hut launching the feature in over 300 stores in Shanghai and Hangzhou, enhancing customer engagement and satisfaction [1] - The feature has gained over 100 million users within 321 days of its launch, covering more than 400 cities and involving millions of merchants [1][2] - The technology behind "Alipay Tap" utilizes NFC (Near Field Communication), simplifying transactions and enhancing the payment experience by allowing users to complete payments without opening the app [2] Industry Trends - Experts predict that more businesses will adopt smart solutions like "Alipay Tap," making it a standard in the restaurant industry, with potential extensions into self-checkout and personalized recommendations as technology advances [2] - The China Council for the Promotion of International Trade indicates that payment innovations like "Alipay Tap" are crucial for consumer recovery, broadening consumption scenarios and enhancing payment convenience [2] Company Insights - Key suppliers for "Alipay Tap" include Lens Technology, Orbbec, and Fudan Microelectronics, with Fudan Microelectronics providing high-performance NFC chips [3] - Companies like Goodix Technology supply NFC/eSE chips to smartphone manufacturers, with over 200 million NFC-enabled smartphones shipped in China in 2024, driving demand for smart card modules [3] - Analysts believe that the NFC industry, represented by "Alipay Tap," is on an upward trajectory in China, with significant growth potential for related companies as the payment method becomes more widespread [3]