中国智能卡行业需求现状与投资发展策略分析报告2026年版 【出版机构】：鸿晟信合研究院 【内容部分有删减·详细可参鸿晟信合研究院出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 第1章：智能卡行业研究范围界定及发展环境剖析 1.1 智能卡行业的研究范围界定 1.1.1 智能卡的概念界定 【全新修订】：2025年11月 （1）智能卡的定义 （2）智能卡的组织构造 1.1.2 智能卡的产品分类 （1）按镶嵌芯片分类 （2）按交换界面分类 （3）按应用领域分类 （4）按数据传输方式分类 1.1.3 本报告统计口径及研究范围说明 1.2 智能卡行业政策环境分析 1.2.1 行业监管体系 1.2.2 行业规范标准 1.2.3 行业发展相关政策汇总及重点政策解读 （1）行业发展相关政策汇总 （2）行业发展重点政策解读 1.2.4 行业发展中长期规划汇总及解读 1.2.5 政策环境对智能卡行业发展的影响分析 1.3 智能卡行业经济环境分析 1.3.1 宏观经济现状 （1）国内生产总值增长分析 （2）固定资产投资增长分析 （3）工业经济增加值增长分析 1.3.2 宏观经济展望 1.4 智能卡行业 ...

Market Overview - On August 12, the total trading volume of the Shanghai and Shenzhen stock markets reached 1.88 trillion yuan, an increase of 54.5 billion yuan compared to the previous trading day [1] - Sectors such as brain-computer interfaces, photolithography machines, gas, semiconductors, port shipping, CPO, and Xinjiang saw significant gains, while sectors like PEEK materials, rare earth permanent magnets, military industry, and photovoltaic equipment experienced declines [1] Top Gainers - Notable stocks with significant gains include: - Beiwai Technology (+9.99%, 11.45 yuan) with a focus on quadruped robots and vehicle networking, achieving 6 consecutive gains over 7 days [3] - Furi Electronics (+10.03%, 17.34 yuan) benefiting from robot OEM and consumer electronics, with 5 consecutive gains over 7 days [3] - Jishi Media (+10.10%, 3.27 yuan) linked to the movie "731" and AI applications, also with 5 consecutive gains over 7 days [3] - Hongtong Gas (+9.98%, 17.97 yuan) involved in natural gas and gas station expansion, achieving 5 gains over 6 days [3] - Haili Co. (+10.00%, 22.98 yuan) related to photolithography concepts, with 4 gains over 5 days [3] Trading Dynamics - The top three net purchases on the daily leaderboard were: - Boweijia (+10.02%, 22.18 yuan) with a net purchase of 281 million yuan [6] - Hengbao Co. (+10.00%, 22.33 yuan) with a net purchase of 267 million yuan [6] - Furi Electronics (+10.03%, 17.34 yuan) with a net purchase of 238 million yuan [6] Sector Performance - High-performing sectors included: - Brain-computer interfaces and AI medical applications, with stocks like Innovation Medical (+9.99%, 20.59 yuan) seeing significant interest [4][22] - Natural gas and Xinjiang revitalization projects, with stocks like Xinjiang Torch (+10.00%, 26.74 yuan) and Jiangte Electric (+10.02%, 9.55 yuan) gaining traction [4][22] Institutional Activity - Institutional net purchases were notable in: - Innovation Medical with a net purchase of 64.3 million yuan [8] - Double One Technology with a net purchase of 61.2 million yuan [8] - Jiangte Electric with a net purchase of 91.6 million yuan [8] Conclusion - The market showed a strong performance with significant trading volumes and notable gains in specific sectors, indicating potential investment opportunities in technology and energy-related stocks [1][4][6]

Market Overview - The Shanghai Composite Index rose by 0.96%, reaching a new closing high for the year, with over 3,900 stocks in the market experiencing gains [1] - The PEEK materials concept saw a significant surge, while the medical sector experienced a slight decline [1] Key Stocks Performance - Dongjie Intelligent (300486) closed at 20.39, up 20.01% with a trading volume of 1.21 billion [2][5] - Shangwei New Materials (688582) rose by 20.00% to 110.48, with a trading volume of 23.15 million [2] - Longte Intelligent (300916) increased by 19.99% to 42.73, with a trading volume of 21.83 million [2] - New Trend New Materials (301076) and Cold Dawei Chemical (300689) both saw gains of 19.99% [2] Focus on Robotics Sector - The robotics concept continued its strong performance, with Shangwei New Materials achieving 20 consecutive trading days of gains [3] - Dongjie Intelligent recorded three consecutive trading days of gains [3] Institutional Buying and Selling - The top three net purchases on the day were Dongxin Peace (2.07 billion), Innovation Medical (2.00 billion), and Aerospace Technology (1.23 billion) [5] - The top three net sales were Mountain River Intelligent (3.35 billion), Xining Special Steel (1.85 billion), and Anglikang (1.05 billion) [6] Notable Stock Movements - Dongxin Peace (002017) saw a 10.00% increase, with a trading volume of 31.01 billion and a turnover rate of 20.87% [5][12] - Innovation Medical (002173) also increased by 10.03%, with a trading volume of 16.37 billion and a turnover rate of 25.23% [12] - Aerospace Technology (000901) rose by 10.00%, with a trading volume of 16.71 billion [16] Sector Highlights - The medical sector, particularly in AI and brain-machine interface technologies, is gaining traction with companies like Innovation Medical [12][15] - The military and aerospace sectors are also showing promise, with Aerospace Technology reporting significant profit growth [19][21]

Group 1: Company Performance - In 2024, the company achieved operating revenue of 1.385 billion yuan, a year-on-year increase of 0.18% [2] - The net profit attributable to shareholders was 190 million yuan, reflecting a year-on-year growth of 10.46% [2] - The return on equity for 2024 was 11.14%, an increase of 0.26 percentage points compared to 2023, indicating steady improvement in profitability [3] Group 2: Market and Industry Outlook - The digital identity security industry has significant growth potential driven by the acceleration of digital transformation and the widespread application of AI, IoT, big data, and 5G [2] - The company plans to enhance its market share in eSIM and financial IC card sectors by leveraging its differentiated advantages [2] - The demand for digital identity security solutions is expected to expand continuously, providing opportunities for the company to grow [2] Group 3: Research and Development - The company's R&D investment for 2024 was approximately 135 million yuan, accounting for 9.75% of operating revenue, which is an increase of 0.09 percentage points from the previous year [3] - The company aims to strengthen its core technology leadership through continuous R&D efforts and innovation [3] - Future plans include increasing R&D investments to support the development of smart card business and digital identity solutions [4] Group 4: Market Position and Challenges - Despite steady performance, the company's stock price has remained around 10 yuan, raising concerns about market perception and potential risks [3] - The company is actively managing its market value and responding to regulatory guidelines to enhance communication with investors [3] - The integration with China Electronics Technology Group is being monitored for potential business synergies to promote healthy development [4]

Core Viewpoint - The company aims to become a global leader in providing comprehensive solutions for smart cards, dedicated chips, semiconductor packaging materials, AIOT products, and digital and energy thermal management products, driven by technological innovation and system integration [4][10]. Group 1: Company Overview - The company is recognized as a high-tech enterprise engaged in the research, production, sales, and service of smart cards and dedicated chips, with a comprehensive service model that includes software development, engineering design, system integration, and manufacturing [10][11]. - The company has established long-term partnerships with globally recognized smart card system companies, leveraging its advantages in quality, service, and production capacity [11]. Group 2: Business Segments - **Smart Card Business**: The company offers telecom SIM cards, financial IC cards, and ID cards, along with dedicated chips for smart cards, covering key application areas such as mobile communication and financial payment [5][10]. - **Semiconductor Manufacturing**: The company has developed a modular service system for dedicated chips, providing flexible service options to meet diverse application needs [6]. - **Digital and Energy Thermal Management**: The company is developing modular and customized thermal management solutions for high-performance applications, focusing on AI servers and digital energy sectors [7][10]. Group 3: Financial and Operational Highlights - The company has a robust patent portfolio with 181 patents, including 4 invention patents and 47 software copyrights, reflecting its commitment to innovation [10]. - The company plans to use up to 250 million RMB of idle funds for cash management to enhance capital efficiency and generate returns for shareholders [53][61]. Group 4: Recent Developments - The company has approved a share buyback plan, intending to repurchase shares worth between 15 million and 30 million RMB to support employee stock ownership plans [14]. - The company is set to hold its annual performance briefing on April 29, 2025, to engage with investors and discuss its operational strategies [22][25].