Group 1 - Fudan Microelectronics (688385.SH) saw a strong stock price surge, rising over 14% to a historical high of 66.84 yuan, with a turnover rate of 3.84% and a trading volume exceeding 1.296 billion yuan [1] - The company has deepened its collaboration with Ant Group's Alipay in the NFC technology sector, launching the Boost Tag series of payment RF chips, which significantly enhance communication distance and user experience [1] - Since the announcement of the partnership with Alipay on April 24, Fudan Microelectronics' stock has increased by over 30% [2] Group 2 - The "Tap to Pay" feature, launched in 2024, has reached over 5,000 brands and more than 10 million merchants, with domestic user numbers exceeding 100 million, providing a new service entry point for users [2] - The Boost Tag chip has improved the response time from milliseconds to microseconds, significantly reducing transaction wait times, ensuring stable operation for millions of terminal devices [2] - As Alipay's ecosystem expands into various sectors, Fudan Microelectronics, as a core hardware supplier, is expected to benefit directly from the deployment of millions of terminal devices and the large-scale application of over a billion tags [2]

Group 1 - The core concept of Alipay's "Tap to Open" feature is to enhance user experience by integrating it with various service scenarios, making interactions faster and simpler [2] - In May 2023, Alipay announced an upgrade to the "Tap to Open" feature, adding new services such as "Tap to Collect Packages" and other functionalities [2] - The "Tap to Open" feature is based on Near Field Communication (NFC) technology, allowing users to complete payments without displaying a payment code, thus streamlining the payment process [4] Group 2 - The "Tap to Open" feature is part of a broader initiative to promote consumption in Qingdao, with a campaign expected to drive over 12 million consumer interactions and generate several hundred million yuan in sales [3] - The competitive landscape of payment methods has evolved, with NFC technology becoming more prevalent as smartphones with NFC capabilities have become widespread [5] - The Central Bank of China has been actively deregulating the payment industry, with 102 third-party payment licenses revoked this year, indicating a trend of consolidation and competition among payment institutions [6]