Tencent Securities will collect important news that affects the market trend every day, and do market interpretation, so please pay attention to investors. Important news today, Johnson & Johnson rental companies began to install handheld POS machines in taxis. Once promoted, it will promote the explosion of pos machine capacity, and related companies are expected to share cakes; while deep sea mining is gradually approaching, Tongling has color, etc. Companies with related businesses will usher in a positive.
Mobile payment is booming to help mobile POS
According to a report by Wenhui Daily, Johnson & Johnson's rental company has installed handheld POS machines in 2,000 taxis. According to the company's plan, it is expected that by the end of June and early July, mobile POS machines will cover more than 13,000 taxis. It is reported that taxi companies in Hangzhou, Nanjing, Suzhou and other places have the willingness to install mobile POS machines. According to statistics, there are currently more than 1 million taxis in the country, and most of these taxis are distributed in first- and second-tier cities, and mobile POS machines are installed. It has a good foundation. If there are 50% taxis, it will increase the capacity of more than 500,000 mobile POS machines.
Interpretation: At present, the number of mobile POS machines is estimated to be less than 400,000 units, and the demand for this year is more than 1.2 million units. With the launch of the non-UnionPay market, the potential market for mobile POS machines is expanding. Among the listed companies, there are mainly companies such as Baifu Global, Xinguodu, New World, Xinyada, and Zhengtong Electronics. The quality of products in different industries is not much different, and the customer structure is the source of their profit differences.
Mobile payment is booming to help mobile POS
According to a report by Wenhui Daily, Johnson & Johnson's rental company has installed handheld POS machines in 2,000 taxis. According to the company's plan, it is expected that by the end of June and early July, mobile POS machines will cover more than 13,000 taxis. It is reported that taxi companies in Hangzhou, Nanjing, Suzhou and other places have the willingness to install mobile POS machines. According to statistics, there are currently more than 1 million taxis in the country, and most of these taxis are distributed in first- and second-tier cities, and mobile POS machines are installed. It has a good foundation. If there are 50% taxis, it will increase the capacity of more than 500,000 mobile POS machines.
Interpretation: At present, the number of mobile POS machines is estimated to be less than 400,000 units, and the demand for this year is more than 1.2 million units. With the launch of the non-UnionPay market, the potential market for mobile POS machines is expanding. Among the listed companies, there are mainly companies such as Baifu Global, Xinguodu, New World, Xinyada, and Zhengtong Electronics. The quality of products in different industries is not much different, and the customer structure is the source of their profit differences.
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