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復旦微電、藍思科技、奧比中光逆勢飄紅,皆爲支付寶核心供應商
格隆匯 03-24 14:52

2025年3月24日,儘管今日A股大盤整體表現平淡,復旦微電、藍思科技、奧比中光三家公司股價卻逆勢飄紅,漲幅顯著高於行業平均水平。這三家公司均爲支付寶“碰一下”核心產業鏈合作夥伴。隨着“碰一下”在全國範圍內的快速鋪設和推廣,資本市場對其未來發展持續看好,相關個股成爲投資者關注焦點。

同花順數據顯示,截至3月24日午市收盤,藍思科技、復旦微電、奧比中光三家股價分別上漲3.06%、0.15%和0.29%,漲幅遠超大盤。分析人士指出,這一漲勢與支付寶“碰一下”的快速普及密切相關。

支付寶“碰一下”自2024年推出以來,憑藉其便捷性和安全性迅速佔領市場。截至2024年底,“碰一下”已覆蓋全國超100個城市和1000個商圈,接入商戶包括美宜佳、絕味鴨脖、華萊士等零售巨頭。該技術基於NFC(近場通信)技術,用戶只需將手機靠近收款設備即可完成支付,無需打開支付寶App或展示付款碼,極大提升了支付體驗。

在這一背景下,作爲“碰一下”產業鏈的核心參與者,復旦微電、藍思科技和奧比中光分別承擔了NFC芯片供應、整機設備製造等關鍵角色。三家公司憑藉技術優勢和市場份額,近日來成爲資本市場的新寵。

當前,以支付寶“碰一下”爲代表的NFC產業正在中國發展爬坡。中國信通院最新數據顯示,2024年中國市場智能手機出貨量已達3.14億部。相關行業數據預測,隨着搭載NFC功能的手機佔比顯著上升,以及5G、物聯網和人工智能等新興技術發展催生NFC的應用場景進一步拓展,預計到2028年,全球NFC支付市場規模將達到677.1億美金。

在這一趨勢下,復旦微電、藍思科技和奧比中光等產業鏈公司將持續受益。資本市場普遍認爲,隨着“碰一下”在全國的進一步推廣,相關公司的業績增長空間將更加廣闊。

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