Article source: Cailian Union original title: "The blockchain was once again adjusted to increase the number of 89 A-share concept stocks who have "chain chain" high? 》
On October 24th, the central government conducted collective learning on the status quo and trends of blockchain technology development.
According to industry analysts, this means that the central government attaches great importance to the future development of the blockchain at the policy level, and will play a major role in the development of China's blockchain technology and industrial innovation.
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As a result, the blockchain concept stocks ushered in an explosion.
The latest tuning: an important breakthrough in technological innovation
On October 24, when the central government conducted collective learning on the status quo and trends of blockchain technology development, Xi Jinping, general secretary of the CPC Central Committee, emphasized that the integrated application of blockchain technology plays an important role in new technological innovation and industrial transformation. It is necessary to use the blockchain as an important breakthrough for independent innovation of core technologies, clarify the main direction, increase investment, focus on a number of key core technologies, and accelerate the development of blockchain technology and industrial innovation.
As a new generation of revolutionary technology after the mobile Internet, blockchain, with its distributed storage, decentralization, and non-tamperability, can effectively reduce the cost of trust between individuals, thereby improving production efficiency and accelerating the transformation and upgrading of various industries. It is regarded as the core of the next generation of technology development.
The importance of blockchain technology has been repeatedly mentioned in the past. “A new generation of information technology represented by blockchain and so on is reshaping the global innovation landscape and reshaping the global economic structure” and is included in the national information plan. The "Thirteenth Five-Year National Informationization Plan" issued by the State Council focuses on blockchains, big data, artificial intelligence, etc.; the "13th Five-Year Development Plan for China's Financial Industry Information Technology" issued by the central bank clearly proposes to actively promote The application of new technologies such as blockchain and artificial intelligence, and the organization of the national digital currency pilot; the White Paper on China's Blockchain Technology and Application Development issued by the Ministry of Industry and Information Technology is the first official guidance document for the blockchain in China.
Nowadays, it has been adjusted again. At one time, the blockchain industry chain is boiling, and many blockchain concept stocks have risen.
Blockchain concept stock Thunder (XNET.O) shares rose all the way after the opening on October 25, the closing stock price soared 107.76%, the largest increase in listings over the past five years, reported 4.82 US dollars / share.
Other blockchain concept stocks also rose collectively. The ninth city (NCTY.O) rose 22.33%, ChinaNet Online (CNET.O) rose 17.80%, and Cheetah Mobile (CMCM.N) rose 5.06%.
Two-year business surged 250%, led by listed companies
From the industrial level, the application of blockchain technology has extended to digital finance, Internet of Things, intelligent manufacturing, supply chain management, digital asset trading and other fields, and has initially formed an industry with infrastructure, industry applications and integrated services. Ecological prototype.
Ren Zeping, chief economist of Evergrande Research Institute, pointed out that the blockchain is expected to be dominated by the financial industry in the next 3-5 years, gradually radiating to other physical industries, and more realistic scenarios will be accelerated. The industry will go from "1 to N". Development to include entertainment, product traceability, credit reporting, etc.
A large number of enterprises have participated in the development process of blockchain technology gradually exploring and landing.
The "2019 Tencent Blockchain White Paper" just released on October 19th shows that there were less than 1,000 blockchain related companies before 2016, and the number growth was slow. However, since 2016, blockchain technology has developed rapidly and market conditions have been unprecedentedly high. The number of blockchain companies has also exploded, with an increase of over 250% for two consecutive years.
According to the statistics of the reporter of the Science and Technology Daily, in the era of blockchain 3.0 application, the listed company group played an important leading role in the integration of blockchain technology and physical industry application.
Among them, BAT and other listed Hong Kong stocks and listed companies in China's stock market are in a leading position in the application of blockchain technology, and they have already tried their best, and the ecological layout has taken shape.
Alibaba (BABA.N) involves commodity traceability, supply chain, finance, public welfare and other scenarios; Tencent (0700.HK) involves games, supply chain finance, electronic deposit certificates, BaaS, etc.; Baidu (BIDU.O) involves payments, assets Securitization, BaaS, credit, etc.
Although the three industries focus slightly differently, the financial sector is a strategic location.
The performance of A-share listed companies in exploring the application of blockchain technology is also remarkable.
Among them, the exploration of the financial field is leading, and typical cases such as Hang Seng Electronics (600570.SH) and Sifang Jingchuang (300468.SZ) appear; in the medical and health field, Huada Gene (300676.SZ) and Lexin Medical (300562.SZ) There is a layout; in the field of intellectual property, Vision China (000681.SZ), Anne (002235.SZ), and Kodak (600986.SH) actively explore the intervention.
Choice data shows that the number of domestic blockchain concept stocks has reached 89.
In addition, a number of leading banking institutions have emerged in the blockchain boom. The application development of “blockchain+” has been deepened. For example, the five major banks have applied blockchain technology to poverty alleviation, international trade, and housing leasing. In the fields of platform, e-commerce supply chain and service scene of Xiong'an New Area, Weizhong Bank actively explored many scenarios such as supply chain finance, cross-border business, smart retail and property management.
At the same time, the blockchain technology ecosystem built by the underlying and application development blockchain technology companies provides strong technical support, such as the chain technology, the public share, the well technology, the cloud blockchain And the currency notes and so on.
A shares 89 concept stocks, who really "chain"?
With the maturity of blockchain technology, it is expected that it will be applied in more scenarios in the future.
However, blockchain professionals also stressed the need to identify blockchain enterprise qualifications and applications.
Guo Jianwu, a partner of Racing Capital, believes that
“The biggest difference between blockchain and Internet and artificial intelligence is that it provides a set of trust mechanisms and a new economic model. An economic model in which C-side can participate in projects and share returns in time, so blockchain is disruptive. We are very optimistic about it.
Of course, everyone knows that the most critical part of the blockchain is the application, but there are actually a lot of pits in it. How do you cut the application, how is your usage scenario, where your data traffic comes from, and your cost of acquisition? How much, how much customer's retention, what pain points you solved, etc. These problems and logic are the same in the Internet +, artificial intelligence + era. In the age of blockchain application, the quality of the enterprise itself solves the problem, who is the user, what is the application scenario, where the traffic comes from, and what kind of situation can be finally made. This is a problem we are very concerned about. ” Then, standing in the new round of blockchain super wind, which companies really have gold?
The National Internet Information Office released the first and second batch of domestic blockchain information service filing lists on the official website, which is an effective reference indicator.
In March of this year, a total of 197 blockchain information service names and filing numbers, including Baidu, Jinshan, Tencent, Jingdong, Ant Financial, and other blockchain products are listed.
In addition, according to statistics, among the main companies behind the above blockchain information services, a total of 53 listed or listed companies appear in the list of their shareholders, involving 41 A-share listed companies.
Among them, China Ping An (601318.SH) is quite eye-catching, and there are five blockchain companies that serve different fields such as medical and financial.
In addition, SF Holdings (002352.SZ)'s SF Technology; Anne's shares (002235.SZ) version of the whole family technology; Chen Xin Technology (002447.SZ) under the battle cloud and Huada Gene (300676.SZ) also entered the first Batch list.
After a lapse of 7 months, on October 18, the National Network Office issued the second batch of 309 blockchain information service filing lists.
According to the list, Information Development (300469.SZ), Yuanguang Software (002063.SZ), Donggang Stock (002117.SZ), Aerospace Information (600271.SH), Oriental Fortune (300059.SZ), Hang Seng Electronics (600570.SH) ), Xinchen Technology (300542.SZ), Hailian Jinhui (002537.SZ) and other listed companies have projects in the list.