The concept of the electric business is hot, who hype the concept of electricity quotient?

In just half a month, Shanghai Steel Union (300226.SZ) share price doubled, this is the concept of electrical business grafting to the traditional industry, the floating capital agencies drumming flowers and the policy of the three factors stir together brought about by the carnival. How long can the concept of electric quotient be hyped? Who is the next Shanghai steel Union?

The concept of electrical business is hot

In the steel industry continued to slump in the background, Shanghai Steel Union Nearly one months of the trend is a miracle. Since late June, the company's share price rose continuously, the middle is more than seven trading days limit, become a veritable "cattle stock".

Shanghai Steel Lian is behind the hype, is the market for the concept of the electric business chase.

Shanghai Steel Union is the "my Steel" network as the main platform of the commodity industry vertical business-to-business e-commerce companies. At present, the company covers the scope of commodities industry, including: steel, stainless steel, non-ferrous metals and other segments of the industry, the company's customers also cover the entire industrial chain of commodities.

Although the Shanghai Steel Union's current performance is severely constrained by the steel industry's boom, but the agency has given it more room for imagination.

China Sea Securities released July Research report said, the company's biggest point in the future is the steel industry chain integration, comprehensive intervention in the industry's financial services, transactions, warehousing logistics services and other links. "Through the development of the corresponding system platform, the integrity of the Warehouse Alliance, improve the transparency of the warehouse, for banks, regulatory agencies, such as the provision of collateral and credit inquiry business, fundamentally curb loan, multiple collateral and other phenomena." "Platform-type electric dealers thus derived the concept of internet finance."

Recently, the State Council has repeatedly proposed expanding domestic demand and promoting consumption, especially to promote information consumption. Under the background of the State Council's executive Conference, the information consumption has become the key point of the investment.

Similarly there is the Internet financial concept of agricultural products (000061.SZ). The company is focusing on creating a "National agricultural trade Network Platform" strategy and corresponding market expansion, the implementation of the "Agricultural market electronic settlement" and "agricultural products electronic Trading platform" Construction, and the release of agricultural products Electronic index, has been in the industry has the authority of influence.

Digital Video (300097.SZ) a wholly-owned subsidiary of Digital Software has been issued by the People's Bank of China's third party payment license, can be engaged in internet payments, digital television payment business, is a A-share is the only double payment license business companies. Digital video has said that it will use its own in the radio and television industry, customer resources to the Internet payment and the development of digital television payments.

In addition, the Commodity City (600415.SH) payment platform to pay the payment has been awarded a Third-party payment license, while constantly strengthening the Internet operation mode, its own Yiwu purchase, the network of two major e-commerce sites. Small commodity city to develop electricity and pay the advantage of the licence is the company has a large number of customer resources, the payment license is expected to become a commodity city of Alipay.

Who is speculating on the concept of electric quotient

Public offering fund foresight latent Shanghai Steel Lian. The company's quarterly bulletin shows that the company's top ten circulating shareholders have 6 institutional shareholders, most of which are new entrants in the first quarter of this year, including China's advantage growth, Chinese postal core growth, China's competitiveness optimization, Nomura Investment fund, Hua Fu growth trend, Cathay Taurus innovation growth, respectively, heavy warehouse 600,000 shares. One of the advantages of China's high position in circulation shares of the first shareholder, heavy warehouse 2.39 million shares.

Tuesday Billboard data show that the main speculation Shanghai steel for the hot money, 5 sales of hot money sold 87.02 million yuan, of which Ningbo death squads on behalf of the Galaxy Securities Ningbo daqing South sold 60.98 million yuan. At the same time, the parties are idle money.

Whether the Electronic business platform can fulfill the performance

The Shanghai Steel Union's performance is not ideal compared to the stock price boom. Last year, the company realized operating income of 954 million yuan, an increase of 173% per cent, but net profit of 35.26 million yuan, fell 8.74% year-on-year. In the first quarter of this year, the company realized operating income of 264 million yuan, the year-on-year increase of 65.84%; net profit of 3.1247 million yuan, fell 60%. The company explained that the first quarter of this year the steel industry continued to slump, the Web page link revenue has declined significantly year-on-year. And for the same reason, the company reported that the first half of the year to be attributed to the shareholders of the listed company's net profit of 9.0182 million ~1262.55 million, the decline 30%~50% than the same period.

This February, Shanghai Steel UMC Platform on-line, has now developed to 10 cooperative steel mills, the number of daily listing has reached more than 160,000 tons, can produce more than 2000 tons daily trading volume.

Some analysts believe that once the electric business platform becomes one of the important sales channels for steel mills, the company will charge a certain annual fee. At the same time, similar to the financial services business, the huge turnover generated by the electric business platform has become an important discourse right in the future integration of logistics.

The mobile payment business of digital video is getting more and more. Pre-company notice and Beijing-Hyun Tong signed mobile payment purchase and sale contract, the contract amount of 20.1 million yuan, digital video products provided for the SD card scheme, brokerage is expected this year mobile payment business income in 40 million ~5000 million.

and the agricultural products of the electric business platform has not yet achieved performance. Last year, agricultural products to achieve operating income of 1.682 billion yuan, down 6.33%, the total profit of 148 million yuan, fell 56.9%, attributable to the net profit of 47.83 million yuan, down 76.88%.