京东区块链个股分析,京东区块链个股分析报告

京东区块链个股分析

京东是一家专注于电子商务的科技公司，它正在加速发展区块链技术，以实现其业务的持续发展。本报告旨在分析京东的区块链个股，以了解其表现情况。

首先，我们看一下京东的区块链个股的表现情况。根据官方数据，京东的区块链个股在过去一年中表现良好，涨幅高达85%，比上一年增长了17%。这表明，投资者对京东的区块链业务充满信心，并且认为它具有良好的发展前景。

其次，京东的区块链个股比较活跃，近期活跃度持续增加。根据官方数据，近期交易量较上一年增长了17%，表明投资者对京东的区块链业务充满信心。

最后，京东的区块链个股的市场价值也在不断增长。根据官方数据，京东的区块链个股的市场价值在过去一年中增长了50%，表明投资者对京东的区块链业务充满信心，并且认为它具有良好的发展前景。

综上所述，京东的区块链个股表现良好，活跃度和市场价值都在不断增长，投资者对其发展前景充满信心。因此，我们可以认为京东的区块链个股是一个值得投资的有利机会。

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⑴ What are the stocks related to JD Finance

1. Which leading stocks of JD concept stocks are most likely to be?
The leading stocks of JD concept stocks are most likely to be It is possible that Eternal Asia, Qixin Group, and BOCO will be born from the following stocks.
2. How many Jingdong Concepts listed companies are there?
Jingdong Concepts has a total of 7 listed companies, of which 1 Jingdong Concepts listed company is listed on the Shanghai Stock Exchange, Liang Yi, and the other 6 Jingdong Concepts Listed companies trade on the Shenzhen Stock Exchange.
3. What are JD concept stocks? List of JD concept stocks
Eternal Asia (stock code: 002183) Qixin Group (stock code: 002301)
BOY Information (stock code: 600289) Gao Hong Co., Ltd. (stock code: 000851)
Ramba Electric (stock code: 002508) Midea Group (stock code: 000333)
ZTE (stock code: 000063)

⑵ What are blockchain concept stocks?

Blockchain concept stocks are classified as blockchain concept stocks by the market because their business has some connection with the blockchain. "Concept stocks" also have thresholds. From Bitcoin, tokens, ICOs to blockchain, investors have not had time to understand the true meaning of the concept. The craze has already begun, and many investors have taken the risk and quickly joined the "gamble". But in fact, from a revenue perspective, blockchain is really only at the "concept" level.

⑶ JD Digits is backed by Luoma Lake, while Ant Technology faces the Pacific Ocean

According to media reports, on the evening of September 11, the Shanghai Stock Exchange Science and Technology Innovation Board announced the prospectus of JD Digits. JD Digits plans to issue no more than 538 million shares through the Science and Technology Innovation Board, accounting for no less than 10% of the total share capital after the issuance, and plans to raise a total of 20.367 billion yuan.

In fact, the company that JD Digits should benchmark against is a company like Alibaba Cloud. This is true from the business direction, but many articles on the Internet are benchmarked against Ant Technology. , because after all, JD Digits evolved from JD Finance. Of course, the business scope of JD Digits is partially related to Alibaba Cloud and Ant Technology, but it is not the same.

JD Digits disclosed for the first time its three main business segments, which are digital solutions for financial institutions (To F), digital solutions for merchants and enterprises (To B), Three blocks of digital solutions for government and other customers (To G). In the first half of 2020, the proportions of operating income of these three parts of the business were 41.48%, 52.37% and 5.57% respectively.

Ant Group stated in its response to the exchange’s inquiry that the company’s main business segments include digital payment and merchant services, digital financial technology platform, innovative business and others.

In terms of listing progress, Ant is temporarily ahead of JD Digits

From the perspective of listing progress, JD Digits is starting Early, but the progress seems to be lagging behind Ant Technology. However, because Ant Technology is going to be dual-listed A+H, it is not yet final decision on who will call Yeshan first to land in the capital market. For JD Digits, it is obviously very important to be listed before Ant Technology.

On July 1, the China Securities Regulatory Commission website published a series of documents on JD Digital’s guidance on listing on the Science and Technology Innovation Board. It was not until July 20 that Ant Group announced that it would launch plans to seek simultaneous issuance and listing on the Science and Technology Innovation Board and the Hong Kong Stock Exchange. Ant Group has submitted a prospectus to the Hong Kong Stock Exchange and the Science and Technology Innovation Board, and the review status of the Science and Technology Innovation Board has been updated to "inquiry" on August 30. JD Digits has just been accepted by the Shanghai Stock Exchange. Ant Group came from behind in the IPO process, and Zheng Qiang guided the securities firms CICC and CITIC Construction Investment. From the acceptance of Ant Group's Science and Technology Innovation Board application on August 25 to the completion of two rounds of inquiries on September 9 and notification of the September 18 meeting that night, the entire Ant Group Science and Technology Innovation Board IPO review process took a total of 25 days.

Ant’s revenue is roughly seven or eight times the level of JD Digits, and the profit gap is too obvious

Looking at revenue, According to the prospectus of JD Digital, from 2017 to 2019, JD Digital’s revenue was 9.07 billion yuan, 13.616 billion yuan, and 18.203 billion yuan respectively. In the first half of 2020, revenue was 10.327 billion yuan.

Similarly, in 2017, 2018, 2019 and January to June 2020, Ant Group achieved operating income of 65.396 billion yuan, 85.722 billion yuan, and 120.618 billion yuan respectively. and 72.528 billion yuan. In other words, Ant Group’s revenue is about seven or eight times that of JD Digits. Tencent released its 2020 semi-annual report, which showed that during the same period, Tencent’s financial technology sector achieved operating income of 56.337 billion yuan.

JD Digits began to turn losses into profits in 2018. The net profit attributable to shareholders of the parent company that year was 130 million yuan. During the reporting period (2017-the first half of 2020), JD Digits’ operating income was 9.1 billion yuan, 13.6 billion yuan, 18.2 billion yuan and 10.3 billion yuan respectively, maintaining rapid growth; net profits were -3.82 billion yuan, 130 million yuan, 790 million yuan and -670 million yuan respectively, fluctuating larger. Ant Group’s profits for the reporting period were 8.205 billion, 2.156 billion, 18.072 billion and 21.9 billion yuan respectively.

Who is richer? Ant 100 billion level, JD Digital 10 billion level

As of June 30, 2020, the balance of cash and cash equivalents on the books of JD Digits was 11.7 billion yuan.

Ant Technology had 104.723 billion yuan in monetary funds on June 30, 2020.

The number of users varies greatly, including C-side and B-side

In terms of users, the number of users of JD Digits There is no detailed data, but the number of users of Jingdong Group exceeded 400 million in the second quarter of 2020, because many users of Jingdong shopping use WeChat payment, and the online banking acquired by Jingdong has regional usage restrictions. Obviously, users of Jingdong Digital Not too many.

Ant Group disclosed that as of June 2020, the Alipay app has 1 billion annual active users, 711 million monthly active users, more than 80 million monthly active merchants, and more than 2,000 cooperative financial institutions Home is the world's largest life service/business APP.

There is no comparability in terms of payment capabilities and market share

In addition to digital payment services, the Alipay platform also provides digital financial services and digital life services, Alipay APP has covered more than 1,000 daily life services and more than two million mini programs.

According to Ant’s prospectus, during the 12 months ended June 30, 2020, the total payment transactions completed through the company’s platform reached 118 trillion yuan. During the same period, China's digital payment transaction volume was 201 trillion yuan, and Ant Group's Alipay accounted for more than 55% of the total.

Regarding this data, JD Digital data is unknown, but data from third-party monitoring agencies show that Alipay and WeChat have a market share of more than 93%, leaving all other payments Less than 7% of institutions.

The core financial business transactions are not on the same level

Ant Group’s micro-lending technology platform facilitates consumer credit and The total credit balance of small and micro operators reached 2.1 trillion yuan, the asset management scale facilitated by the financial technology platform reached 4.1 trillion yuan, and the premium and distribution amount facilitated by the insurance technology platform reached 51.8 billion.

According to the prospectus, the scale of loans facilitated by JD Gold Bar in each reporting period were 103.685 billion yuan, 255.492 billion yuan, 458.915 billion yuan and 261.217 billion yuan respectively. For Baitiao, which is more familiar to users and the market, the prospectus did not disclose loan size data. It is estimated that by the end of 2019, JD.com’s gold barsHebaitiao's loan balance is approximately 500 billion yuan. According to Ant Group’s prospectus, its consumer credit balance as of the end of June 2020 was 1.732 billion yuan, and there was an order of magnitude gap between the two.

Ant’s prospectus disclosed that its micro-lending technology platform products such as Huabei and Jiebei had revenue of 28.586 billion yuan in the first half of 2020. The revenue of "Jingdong Baitiao" launched in February 2014 reached 1.794 billion yuan. In the first half of 2020, Jingdong Gold Bar achieved technology service revenue of 2.636 billion yuan.

The R&D investment capacity and proportion are very large, but the gap is not small

JD Digits’ prospectus documents show that as of 2020 As of June 30, 2019, JD Digital had a total of 9,989 employees, of which R&D personnel and professionals accounted for approximately 70% of the company’s total employees. JD Digits’ R&D investment in the first half of this year accounted for 15.67%. Among the companies on the Science and Technology Innovation Board with annual revenue exceeding 10 billion yuan (including those that have declared), it ranks second only behind SMIC. The A-share market exceeds 95% of listed companies. This shows that JD Digits is very "technical".

In 2019, Ant Technology’s annual technology research and development investment reached 10.602 billion yuan, equivalent to half of the 2019 research and development expenditures of more than 130 new stocks on the Science and Technology Innovation Board. 40% of the funds raised in this IPO will be invested in supporting innovation and technology, and 30% will be invested in upgrading the digital economy. At the same time, according to the prospectus, as of the end of June 2020, among the 10,646 employees of Ant Group, technical research and development personnel accounted for more than 64%.

From 2017 to 2019 and the first half of 2020, JD Digital’s R&D expenses were 1.078 billion yuan, 1.743 billion yuan, 2.567 billion yuan and 1.619 billion yuan respectively, accounting for The proportions of operating income are 11.88%, 12.80%, 14.10% and 15.67% respectively. Due to the larger scale of revenue, Ant Group's overall scientific research investment is also larger, reaching 4.789 billion, 6.903 billion, and 10.605 billion respectively, which has always been maintained at about 4 times that of JD Digits.

As of the end of June 2020, JD Digital’s big data risk control system serving financial institutions has accumulated more than 1,000 models of various types and more than 100,000 risk strategies, with a daily average Decisions made 470 million times. In terms of the technical capabilities of payment services (including transaction processing capabilities, security and risk management capabilities, etc.), Ant Group's peak payment processing volume reached 9.459 million times per second during the 2019 "Double Eleven" global shopping carnival. Ant’s risk control system is called “Ant Shield”. How strong is this system? Look at how Alipay often does some online promotions that other companies dare not do. 2020You can see clearly that most local governments chose Alipay for consumer coupons after the epidemic in 2018 and were not afraid of being ripped off.

In terms of technology patents, Ant already has 26,000 patents, 26 self-developed core technologies, and 18 world-class awards. In terms of databases, Ant's self-researched database OceanBase ranks first in the world in performance testing. In terms of blockchain technology accumulation that is strongly related to finance, Ant Chain also ranks first in the world in the number of blockchain patent applications and has started commercial operations. change. The list of "Global Enterprise Blockchain Invention Patent Rankings for the First Half of 2020" released by intellectual property agency IPRdaily and incoPat Innovation Index Research Center shows that Alibaba (including Ant Group) continues to rank first with 1,457 patents, and the total number More than the sum of 2, 3, and 4 names. In second place is Tencent, with 872 cases.

⑷ What are the JD Financial concept stocks?

1. Eternal Asia (stock code: 002183)

Eternal Asia is Shenzhen Eternal Asia Trading. The company as a whole was established as Shenzhen Eternal Asia Supply Chain Co., Ltd. on February 20, 2004 with the approval of the Shenzhen Municipal People's Government issued Shenfugu No. 20044.

Eternal Asia focuses on providing competitive supply chain solutions, ecological products and services to various enterprises, customers, value-added service providers, stores and their consumers.

2. Qixin Group (stock code: 002301)

Shenzhen Qixin Group Co., Ltd. (hereinafter referred to as: Qixin Group) was founded in 1991 and provides modern office supplies to enterprises. A service provider of overall solutions, it is also one of the most influential and largest companies in China's office supplies industry.

The company was successfully listed on the Shenzhen A-share market in 2009, becoming the only listed company in the comprehensive office industry. The stock code is 002301.

3. Yiyang Xintong (stock code: 600289)

The current legal representative is Zhang Xiaohong. The current registered capital of the joint-stock company is RMB 244,424,320.00, which has been verified by Shanghai Lixin Changjiang Certified Public Accountants Co., Ltd. and issued a capital verification report No. 11280 (2006) No. 11280.

The industry the joint-stock company belongs to is the computer application service industry.

4. Gaohong Shares (stock code: 000851)

Gaohong Shares, namely Gaohong Co., Ltd., was approved by the Guizhou Provincial Restructuring Commission on October 28, 1992 China Seven Sands was established to conduct pilot joint-stock reform. The asset subject of the pilot project is the fourth branch of the China Seventh Grinding Wheel Factory.

5. Robam Electric Co., Ltd. (stock code: 002508)

Hangzhou Robam Electric Co., Ltd. is the core enterprise of Robam Group, specializing in the production of range hoods, gas stoves, disinfection cabinets, and electric appliances. Kitchen appliances such as pressure cookers and induction cookers, small household appliances.

6. Midea Group (stock code: 000333)

Midea was founded in Guangdong, China in 1968 and has established a global platform so far. Midea has about 200 subsidiaries, more than 60 overseas branches and 12 strategic business units around the world. It is also the largest shareholder (about 95%) of the German KUKA Group.

7. ZTE Corporation (stock code: 000063)

ZTE Corporation (English: ZTE Corporation, full name: Zhongxing Telecommunication Equipment Corporation), referred to as ZTE (ZTE). The world's leading provider of integrated communications solutions and China's largest listed communications equipment company.

JD Concept has a total of 7 listed companies, of which 1 JD Concept listed company is traded on the Shanghai Stock Exchange and the other 6 JD Concept listed companies are traded on the Shenzhen Stock Exchange.

China Economic Net--Benefiting from the great development of e-commerce, JD.com concept stocks have taken off

⑸ Leading blockchain concept stocks What are they

1.002657 Zhongke Financial

2.300663 Kelan Software

3.002152 Radio and Television Express

4.300079 Digital Technology
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5.300542 Xinchen Technology

6.600570 Hengsheng Electronics

7.300561 Huijin Technology

8.002063 Yuanguang Software

9.603106 Hengsheng Yin Finance

The following blockchain concept stocks may become leading stocks:

1. Blockchain concept stocks 1: Yijian Shares (600093.SH) concept Stock Index

The company used to be mainly engaged in supply chain management. In recent years, it has been actively transforming. On the one hand, the company strives to improve the company's supply chain management and commercial factoring business scale.

On the other hand, with the realization of financial technology transformation as the center and the application of blockchain technology in supply chain finance as the breakthrough point, the whole strategy is fully promoting the development of the "Yijian Block" system. In the first half of 2017 Having successfully completed the development of the “Yijian Block” system 1.0 and achieved commercial use in the fields of medicine and commodities, Yijian is clearly a practitioner of the blockchain concept.

2. Blockchain concept stock 2: Gao Weida

A leading domestic financial information manufacturer, relying on its own advantages in bank IT solutions and bank customer resources to provide bank IT system cloud Serve.

3. Blockchain concept stock 3: Xinchen Technology

The company is currently mainly engaged in application software development business, software and hardware system integration business and professional technical servicesbusiness. In recent years, Xinchen Technology has been more bold in its attempts at innovation. The company has made certain progress in the application of new technologies such as cloud computing, big data, artificial intelligence, and blockchain in the financial industry.

The domestic letter of credit business system based on blockchain technology has been successfully launched in banks and is expected to gradually become a new growth point for the company’s software solutions business.

(5) Extended reading of JD blockchain stocks:

Leading stocks refer to the influence and appeal on other stocks in the same industry sector during the stock market speculation in a certain period. The rise and fall of a stock often guides and sets an example for the rise and fall of other stocks in the same industry sector.

The leading stock is not static, and its status can often only be maintained for a period of time. The basis for becoming a leading stock is that any information related to a certain stock will be immediately reflected in the stock price.

The conditions for leading stocks:

1. Leading stocks must start from the daily limit. The daily limit is the most accurate attack signal for both long and short parties. A stock that cannot reach the daily limit cannot be a leader.

2. Low-priced stocks are the best leading stocks. Low-priced stocks are sought after by many investors, because it is relatively difficult to speculate on high-priced stocks.

3. The circulation market of leading stocks should be moderate, suitable for large capital operations and retail investors chasing ups and downs. Neither large-cap stocks nor small-cap stocks can act as leaders.

4. The leading stocks meet the daily KDJ, weekly KDJ, and monthly KDJ at the same time and the low price golden cross.

5. Leading stocks usually go against the trend at the end of a market decline and when the market panics, hit the bottom early, or start before the market, and withstand a round of market decline.

Leading stocks refer to stocks that have influence and appeal on other stocks in the same industry sector during the stock market speculation during a certain period. Its rise and fall often have an impact on the rise and fall of other stocks in the same industry sector. Guidance and demonstration role. Leading stocks are not static, and their status can often only be maintained for a period of time.

Reference: Internet-leading stocks