Source: Securities Daily
Reporter Xing Meng
On October 18th, the Central Network Information Office released the second batch of domestic blockchain service filing list (hereinafter referred to as the “second batch list”), and 309 service lists were on the list. The members of this list are full of weights, from national ministries and commissions to state-owned banks, and more to Internet companies such as Ali and Baidu. The "Securities Daily" reporter noted that in the first trading day after the publication of the first batch of domestic blockchain service filing lists, there were up to 28 blockchain stocks daily limit. However, the uncharacteristic is that for the announcement of the second batch of lists, the securities market reaction was flat, and the blockchain concept stocks did not rise and fall.
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"There is less fish in the water, the shouting of the flag is small, the bubble is squeezed, and the market naturally returns to rationality." The reporters of "Securities Daily" learned from many parties that the second batch of filing lists was more strictly reviewed, and they joined the on-site verification process to strictly investigate illegal "currency" projects. A large number of blockchain companies failed to pass inspections.
According to informed sources, the filing review is quite strict. As far as it is known, from the perspective of the industry, there are more than 300 blockchain projects applying for the second batch of filings, at least half of which have not been passed, in his city. In other words, only one application for the six blockchain enterprises was approved.
The second batch of lists is released
Concept stocks do not rise and fall
At present, a new round of technological revolution and industrial transformation are sweeping across the globe. New technologies such as big data, cloud computing, Internet of Things, artificial intelligence, and blockchain are emerging. The digital economy is profoundly changing the production and lifestyle of human beings and becoming an economy. New kinetic energy for growth. According to the "White Paper on China's Blockchain Industry in 2018" issued by the Information Center of the Ministry of Industry and Information Technology, the blockchain, as a disruptive technology, is leading a new round of technological change and industrial change in the world, and is expected to become a global technological innovation and model innovation. The source of the policy, to promote the "information Internet" to "value Internet" changes.
In February of this year, the “Regulations on the Management of Blockchain Information Services” issued by the Central Network Information Office was an important step for the blockchain industry to move toward “regular compliance”. Among them, the filing mechanism is an important measure to regulate the behavior of blockchain service providers. Recently, the second batch of blockchain service filing lists that the industry is eagerly awaiting finally landed. This list is quite different from the past. The number of large financial institutions such as state-owned banks has increased significantly, and there are many.
“The second batch of blockchain information service registration numbers issued by the website is 309, which is much higher than the 197 of the first batch. The applicants are more diversified, including Internet giants including Ali and Baidu. Financial institutions including ICBC and Ping An Bank, as well as communications giants represented by Huawei, and the State Administration of Foreign Exchange, etc., have also passed the filing process, which will accelerate the blockchain becoming a technological process for the digital economy. Wu Tong, deputy director of the CECBC blockchain special committee and dean of the Digital Economy Business School, analyzed the reporter of Securities Daily.
It is worth noting that this full-scale filing list does not seem to cause waves in the capital market.
According to statistics from the Eastern Fortune Choice data, on October 21, the first trading day after the release of the record list, the blockchain sector did not rise and fall, and dropped slightly by 0.17 percentage points to 916.70 points on that day; thereafter, except on the 22nd In addition, the blockchain sectors on the 23rd and 24th saw a decline, with a slight decrease of 0.82 percentage points and 0.01 percentage points.
In contrast, on March 30 this year, the Central Network Information Office released the first batch of blockchain information service filing list. On the first working day after the list was released, the blockchain concept stocks were all red. At that time, 78 of the 80 stocks rose, and 28 stocks including the easy-to-see shares, Anne shares and Chenxin Technology were collectively upside-down. The chain sector rose 6.48%, and in the following two trading days, there were 12 and 9 stocks respectively.
In this regard, Wu Tong said, "The second batch of record capital market reaction is flat, indicating that the market tends to be rational, and the understanding of the meaning of the record is more profound, which is conducive to the long-term development of the market. It needs to be emphasized that the record is only the information of the main blockchain. The registration of service-related conditions does not constitute an endorsement of its institutions, products and services."
Local network supervision department on-site verification
Strictly check the "currency" project
The reaction of the capital market was cold, and the deep-seated reasons were the reduction of illegal speculators and borrowers. The "Securities Daily" reporter learned through many parties that behind this move is the cooperation between the Internet Information Office and the public security law enforcement department. The local network supervision department on-site verified the blockchain project for application and filing, and strictly investigated the "currency" project.
The "Securities Daily" reporter learned from a number of enterprises involved in the second batch of filings that for the enterprises applying for filing, the local public security network supervision system will issue a "check and acceptance form" in advance, and the relevant enterprises will be prepared accordingly, and the network supervision department will send The person verified the relevant blockchain project on site.
A “check and acceptance form” that the reporter obtained exclusively shows that the supervision department mainly checks the infrastructure construction, management nodes, supervision nodes, technical prevention capabilities, user management system measures, and journal retention conditions of the enterprises involved in the blockchain service. Content, inspection methods are mostly on-site inspection and on-site inspection, and there are also content related to the provision of text materials.
It is reported that for companies that have not submitted the acceptance form in time, the network supervision department will also go to the door for inspection. A group of high-ranking blockchain companies in the northwest region recalled to the "Securities Daily" reporters, "We are receiving the acceptance form on a Friday, requesting the time to submit, the company on Saturday and Sunday. No one was on duty, and was unable to submit it in time. At that time, the company's landline was not connected. As a result, the network supervisory team came to the surprise inspection next Monday."
On the spot issue, in addition to being asked whether it involves “currency”, the security of blockchain services is also the focus of the network supervision department.
The above-mentioned blockchain company executives told the "Securities Daily" reporter that "the network supervision team inspected the morning, the main concern is the operation of the blockchain project applied for filing, whether there is any currency, and also focused on The security of the website, understand the security staff's website duty, and remind you not to use crawler technology to crawl data. Finally, emphasize the supervision and encourage technological innovation under legal operation."
The other company has also confirmed this statement through the filing company. The management of the company told the "Securities Daily" reporter, "At that time, it was the notice of the city network supervision department, and conducted a site inspection of the company that carried out the blockchain information service. The network supervisory department mainly understands whether the security of our blockchain service meets the requirements, whether the business is legal and compliant, and whether there is any currency."
"Silver" project disappeared
A large number of blockchain companies have been rejected
According to the reporter's understanding, compared with the first batch of lists, the second batch of listed companies through the filing of the audit is more stringent, especially in the issue of whether there is no currency.
For the blockchain filing system, the Central Network Information Office stated that the “registration is only the registration of the relevant information on the main blockchain information, and does not represent the recognition of its institutions, products and services. No institution or individual may use it for any Business purpose."
After the publication of the first batch of filing lists, some projects took the opportunity to publicize. At that time, the founder of a blockchain company in Beijing had mentioned this point to reporters, and thought that the list was filled with many projects of “fishing in troubled waters”.
In addition, the "Securities Daily" reporter learned from many insiders that a large number of blockchain enterprises applied for filing failed. A person familiar with the matter disclosed to reporters that “the supervision department is more cautious about the application for the second batch of blockchain information service filing. In terms of the provinces and cities where I am located, there are six blockchain enterprises applying for the blockchain information service filing. Only one of them passed the record, and the rest failed. From the industry point of view, as far as I know, there are far more than 309 blockchain projects declared, and at least half of them (blockchain companies) have applied for it.
Wu Tong also confirmed this to the reporter. He said that there are indeed many blockchain companies that have not filed for the record. The reason is that the illegal "coin" project, and the other is applied to niche scenes and models. Some blockchain innovation projects that are complex and difficult to explain.
Xi'an Smart Computer System Co., Ltd. CEO Wu Tong told the "Securities Daily" reporter that the company applied for two blockchain services for filing. At present, the "Smart Cloud Node" blockchain service has passed the second batch of filing, and the other service is Due to incomplete information submission, it has not been passed. "In addition, the reason that a large number of blockchain companies failed to pass may have been closed down. In Xi'an, there are more than 110 blockchain companies in March this year. By August and September, as far as I know, the living areas are known. There are only less than 30 blockchain companies left," he added.
It can be seen that with the increase of supervision, blockchain projects that violate laws and regulations will also be blocked, which is a development opportunity for compliant blockchain enterprises. Huang Zhaoci, general manager of Yuanguang Software Blockchain Application Division, said in an interview with Securities Daily that the filing mechanism will include blockchain information services within the framework of supervision, which will help ensure the stability and reliability of services while guiding The industry develops a legal and legal blockchain project that truly promotes the advancement of blockchain technology.