Zhong Guo Ji Jin Bao·2026-01-12 08:30Core Viewpoint - The A-share market experienced a significant surge on January 12, 2026, driven by the NFC (Near Field Communication) industry chain, particularly highlighted by Alipay's "Tap" feature, which has transformed a dormant mobile function into a vital connection between the physical and digital worlds, reshaping the value of the entire NFC industry chain [1] Group 1: Company Performance - Lens Technology (300433.SZ) saw its stock price rise by 10% to 42.66 yuan, with a trading volume of 12 billion yuan, indicating high market activity [2] - Lens Technology is a key supplier for Alipay's "Tap" feature, with its stock increasing by 147% since the feature's announcement on July 8, 2024 [2] - The expansion of the "Tap" feature into various high-frequency applications has opened a "second growth curve" for Lens Technology beyond consumer electronics [3] Group 2: Chip Industry Insights - Fudan Microelectronics (688385.SH) is positioned as a leading domestic chip design company, providing essential NFC and security chips for the "Tap" feature, which contributed to its stock price increasing by 9.84% to 98 yuan [4] - Since the announcement of Alipay's "Tap," Fudan Microelectronics has seen its stock rise by over 220%, highlighting the critical role of NFC chips in the user experience [5] - Institutional investors are actively investing in Fudan Microelectronics, reflecting confidence in the company's value within the NFC ecosystem amid a focus on technological self-sufficiency and supply chain security [5] Group 3: 3D Vision Technology - Orbbec (688322.SH) represents the 3D vision sector, with its long-term stock performance reflecting market optimism about future interaction methods [6] - The "Tap" feature signifies a near-field interaction solution, while 3D vision technology is seen as central to spatial interaction, suggesting a convergence of various interaction modalities in future smart devices [6] - The market is positioning companies like Orbbec as integral to the upcoming AI hardware ecosystem, with applications in robotics, the metaverse, and AIoT [7]