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Prosperity of financial industry drives related industries

Under the background of the full influx of foreign banks and the listing of national brands, China's financial industry has entered a new round of prosperity. China's foreign exchange reserves exceeded the trillion yuan mark. In 2005, the national tax revenue exceeded 3 trillion yuan. In 2006, the national tax revenue continued to grow steadily and rapidly, with a total of 3763.6 billion yuan in receipts. The rapid growth of tax revenue will enhance the confidence and strength of the country in promoting tax control machines, and the tax control machine industry is facing a good opportunity to take off again. New World (000997) is the only enterprise in China that has obtained financial tax controlled cash registers, accounting for 40% of the market share of domestic brand POS machines. It has obvious monopoly advantages, and is expected to show a hot upswing in the future market. You can focus on it!

Share the cake of financial services with tax control as the link

After the implementation of the National Standard for Tax controlled Cash Register, China's tax collection and management information work has entered a new stage, which has also spawned a huge tax controlled machine market. It is estimated that the demand for tax controlled cash registers in China is about 30 million to 40 million. The upgrading requirements brought by the new accounting standards, together with the supporting hardware and software, equipment and other factors, will bring great development opportunities to the tax controlled cash register industry in the next few years.

At present, the company is the only enterprise in China that has obtained the national financial tax controlled cash register production license. The financial tax controlled cash register series products have passed the production qualification review of the General Administration of Quality Supervision, Inspection and Quarantine of the People's Republic of China. The company's tax control machine takes the road of brand, and its products are frequently selected into the supply qualification and model selection procurement projects of tax control cash register suppliers of provincial tax bureaus, which ensures the continuous and stable growth of the company's tax control machine business. In 2005, the New World signed a strategic cooperation agreement with China UnionPay, becoming one of the three POS customized manufacturers of China UnionPay, and the company's tax controller has become the first brand in China.

At present, there are nearly 80 manufacturers of tax controlled cash registers in China, and listed companies engaged in tax controlled cash registers in Shanghai and Shenzhen Stock Exchanges include Aerospace information (600271)、 Great Wall Development (000021) and Initiated by the University of Technology (600857)。 Compared with the high price of 50 yuan of Aerospace Information, the company's stock price is obviously stagnating at present, and there is a strong demand for compensation in the future market, so the upward trend will be irresistible.

With the tax control machine as the link, the company has so far bank for economic construction 、 Industrial and Commercial Bank of China Agricultural Bank of China Bank of China More than ten banks, such as Everbright Bank, have provided applied information services and solutions, and become one of the few financial IT service providers in China that integrate end products and end applications. The "electronic receipt" service promoted by the company can enable people to achieve "electronic VIP", "electronic points exchange voucher", "mobile booking" and other businesses through mobile phones, which has a very broad market development prospect. In December 2005, the company signed a strategic cooperation agreement with China Mobile to jointly create "electronic receipt" products, and in Shanghai, Changsha Guangzhou and other cities have launched pilot projects, which will be popularized throughout the country in the future. The huge investment opportunities brought by the financial services industry will enable the company to become the leader of China's financial services industry!

Key software enterprises on the list

According to the provisions of Several Policies to Encourage the Development of Software Industry and Integrated Circuit Industry issued by the State Council, the software industry enjoys a series of preferential policies from the government in terms of finance and taxation. During the 11th Five Year Plan period, software, as a key industry of national science and technology development, has a very broad prospect. The company has set foot in the software industry, and its subsidiary, New World Software Co., Ltd., is based on the communication industry. Based on the four general software platforms of business operation, network management, business intelligence, and network value-added, the company develops commercial equipment to provide telecom enterprises with comprehensive telecom level information solutions. Since its establishment, Newland Software has developed into a key software enterprise and high-tech enterprise in the national planning layout. In 2005, Newland Software was listed in the list of key software enterprises in the national planning layout. The company's software business is firmly centered on China's mobile communication industry, which is highly monopolistic and will continue to develop steadily in the future.

The breakthrough of center line filling box is imminent

Seen from the weekly K line, the stock has completely formed an arc bottom after a continuous large-scale rise, which shows that capital has been involved. From the perspective of capital operation techniques, the future market will certainly break through the early high of 12 yuan, and then a wave of powerful power filling market will be launched, with huge room for rising in the medium term! From the perspective of the daily K line, the stock stood steadily on the previous year's line, and its share price was hit all the way relying on the 30 day moving average. The recent washing up ended, and the box is facing a breakthrough, so we can focus on it!

GF Securities Yang Min