Source of this article: Securities Daily
Author: Jane Lee Ninan Guo Jichuanyanyue to Nanlv Jiang Tao
Editor's Note: Now, in addition to continuing to explore the value of the blockchain , everyone is increasingly interested in its innovative development and application. An anti-counterfeiting traceability makes the blockchain seem to be omnipotent and can cover almost all industries. However, as a high-tech field, its application development will inevitably focus on several major fields or several major industries.
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Blockchain can promote high-end equipment manufacturing industry to improve production efficiency
Recently, with the release of a major policy, the blockchain technology has once again become a hot topic for all parties. For a time, whether it is the real economy or the capital market, areas or companies involved in the concept of blockchain are highly concerned.
The person in charge of the Maodian Asset Research Center said in an interview with the Securities Daily that the blockchain technology itself is a neutral technology. From a technical perspective, it can be applied to a wide range of financial and real economy fields, creating credibility and reliability. The trading environment reduces system maintenance costs.
"We believe that blockchain technology has long-term application value, but the sectors involved still need to be carefully screened. At present, blockchain technology is at an early stage, which corresponds to the long-term business of the listed companies and the profitability of the listed companies. The process.” The person in charge further analyzed that because blockchain technology is in the early stage of China, there are still some problems to be solved, such as security risks, unstandardized standards, and imperfect regulatory policies.
At the same time, analysts of the Private Equity Research Center said in an interview with the Securities Daily that there are many scenarios in China that can use blockchain to improve efficiency. This is a unique advantage.
"Many domestic companies that have done alliance chains and other public chains have done a lot of research on blockchains, and some have also established blockchain research institutes, which have more technical accumulations and patent projects. Some blockchain application projects have been implemented, such as blockchain invoices.” The above analysts further stated that the blockchain technology was highlighted and raised to the policy level, which undoubtedly accelerated the “chain-related” companies for the block. The investment and research of chain technology, I believe that in the near future, we will see the rise of more blockchain companies and the application of blockchain.
It can be seen that, thanks to the high degree of convergence, blockchain technology can not only provide technical support for enterprises in the financial sector or meet the needs of the scene. For some manufacturing enterprises, they can also generate after integration through their own characteristics. Catalysis, such as in the field of high-end equipment manufacturing.
Li Xiang, fund manager of Beijing Junfeng Asset Management Co., Ltd., said in an interview with the Securities Daily that the high-end equipment manufacturing field of Science and Technology Board belongs to the production industry, so not only technology research and development, but also the operation and management of the enterprise will produce the enterprise. Very important influence.
"Now the high-end manufacturing companies, their production equipment has basically been intelligent, intelligent production requires high hardware, such as critical equipment such as sensors, companies often have fixed suppliers to provide services And protection, if the equipment fails during the production process, it needs to be debugged, repaired or even replaced. These tasks can be quickly completed through the blockchain. For example, the faulty equipment needs to be replaced in time, and the blockchain technology can help the production enterprise. Rapid data docking with suppliers, and even complete order transactions, this technology integration not only ensures the authenticity of the transaction, but also greatly reduces the time cost and improves production efficiency." Li Xiang said. (Li Zheng)
Blockchain technology helps “shape reshaping” in energy conservation and environmental protection
In the past few days, the blockchain has been on the hot word, and not only the blockchain concept stocks have sparked market debates, but the integration and application of blockchains and industries have also received wide attention from all parties.
As a test field for China's capital market reform, Kechuang Board supports high-tech and strategic emerging industries. The enterprises of Kechuang's attributes have higher requirements for R&D and technology, and the connection with cutting-edge technologies often needs to be closer.
“The blockchain technology is used more in the financial industry, and it is gradually being applied to the real economy, such as high-end equipment, energy, biomedicine and other industries. With the gradual maturity of blockchain technology, the science and technology board supports the application of six major fields. The scene will be more and more." Pan Xiangdong, chief economist of New Era Securities, told the Securities Daily reporter.
Lianxun Securities released a research report that, with the help of policy dividends and industrial capital, the future application of blockchain technology is expected to develop rapidly, and from the financial industry, gradually radiate to other industries and scenarios.
Pan Xiangdong told reporters that the blockchain will have a direct impact on the company's next-generation information technology industry. In the future, with the gradual maturity of blockchain technology and the development of blockchain application scenarios, the blockchain will improve. China's economic efficiency, improve economic quality, and other enterprises in the science and technology sector will also be affected.
According to the "2019 Tencent Blockchain White Paper", the technical characteristics of the blockchain have given itself the potential to transform traditional industries. Its application has extended from a single digital currency application to the scenes of all walks of life. It can enhance multi-party collaboration, improve system security and trustworthiness, and streamline processes to reduce costs, thereby promoting the physical industry in various fields.
When talking about the energy conservation and environmental protection fields in the science and technology board, Pan Xiangdong analyzed that with the continuous maturity of blockchain technology and concepts, its application is gradually expanding from the financial sector to various links. One of the characteristics of the blockchain is distribution. The energy-saving and environmentally-friendly + blockchain means that the future blockchain and distributed energy will be combined to reshape the entire energy-saving and environmental protection industry.
“At present, the blockchain is mainly used in China's energy Internet field and the certification of carbon emission rights and the measurement of carbon emissions. The future blockchain will promote the combination of green finance and energy conservation and environmental protection.” Pan Xiangdong explained further to reporters. Blockchain technology helps to build a weakly centralized blockchain energy network trading system in China, coupled with demand through energy Internet and blockchain technology, combined with blockchain with trusted measurement, extensive trading, intelligent contract control, and distributed decision making. And the characteristics of wide-area integration, to solve the key technologies in China's energy Internet trading system, such as billing and billing, including meter billing or emissions trading; second, in the certification of carbon emission rights and the measurement of carbon emissions, blocks Chain technology can provide an intelligent system platform. Third, the blockchain system can ensure that the source of each unit's carbon emission rights and the transaction path can be traced back to the source, confirm the existence and transaction of legal and effective, and ensure China's carbon emissions. The distribution of rights is fair and reasonable, and the data is transparent and transparent.
“The blockchain will optimize China's energy conservation and environmental protection industry and energy structure, promote the transformation and upgrading of traditional industries, accelerate the development of emerging industries, reduce the proportion of traditional coal and other energy consumption, and achieve coordinated development of environmental protection and economy through accurate measurement of carbon trading. Thereby achieving high quality economic growth."
On the whole, the problems and risks of the current blockchain, Pan Xiangdong believes that the main can be divided into two categories: First, the financial risk problem, the blockchain is widely used in the financial field, some supervision has not kept up, there is a certain financial Risk, need to improve supervision; Second, the security of the blockchain technology itself, including the underlying code, cryptographic algorithms, and the security of the consensus mechanism. (Ni Nan)
Reducing contradictory blockchain technology for doctors and patients to make medical care more transparent
The medical information circulation has not been smooth all the time. There are many reasons for this. On the one hand, medical institutions do not easily disclose medical information to the public, and pharmaceutical companies are also ignorant of the supply chain. On the other hand, they are in law. And the privacy level, there are also layers of concern. In the face of the digital wave, how to open up the island of medical information data has become a top priority.
During the development of Internet medical care, there were companies such as Ping An Good Doctor, Ali Health, Chun Yu Doctor, etc. These products have convenient Internet drug retail services, which have made the process of seeking medical consultations flatter, but they have not been solved. The most critical trust problem in the contradiction between doctors and patients, medical service itself has a very high information asymmetry, and the scarcity of medical resources makes this asymmetry worsen information opacity.
The best way to solve the problem of trust is to do a good job in the medical data platform, so that both doctors and patients can share information rather than unilaterally accept it. There are many detailed divisions of medical data, such as the situation of the hospital, the data and model of the medical device, the basis of the doctor's diagnosis, the patient's past medical history and family history, etc. The processing volume of these data is not only huge, but some data are difficult to classify, similar There is a lack of valuable data on the patient's dose, clinical diagnostic data, and imaging data. Therefore, it is necessary to establish a database and classification level.
The blockchain is naturally suitable for recording data information. Currently, blockchain technology is the most widely used in the medical industry, in the field of distributed book records of medical health data. For example, in the process of establishing their own network medical records, professional medical service personnel are responsible for ensuring the accuracy and completeness of sensitive medical records, and keeping these medical records with a confidential level.
Electronic medical records and disease data constructed using blockchain technology can completely record health data including vital signs, medications, diagnosis results, medical history and other medical data, as well as medical data such as medical treatment, drug use, and use of medical devices. Each medical institution extracts the required information in the collected data chain.
The application of blockchain technology in medical data can also realize the sharing of data on the blockchain platform by multiple parties, realize the acquisition of patient historical data, use shared data for modeling and image retrieval, note doctor treatment and health consultation, etc. . Patients can also learn about the doctor's diagnosis and treatment process by reading the data at any time, and have an intuitive understanding of their own disease cure and post-rehabilitation process.
Yu Rui, chief analyst of the Chain Tower think tank, told reporters that the medical data chain needs more medical institutions and enterprises to reach a consensus to develop, private chain or alliance chain is the best form. Joining the blockchain, the sharing of medical data is controllable, and companies and medical institutions joining the alliance can view the medical data on the chain, but will need to obtain the user's private key authorization. This also provides traceability for the transparency of medical data, and any business and medical organization has access records that are easy to query and cannot be tampered with.
Wang Peng, CEO of Shenzhen Chain Financial, told the Securities Daily that the technical advantage of the blockchain lies in its inextricable modification and traceability. Therefore, in many fields of information encryption and data exchange, the blockchain has broad application prospects. Blockchain technology has gradually been applied in the medical field, helping to transform and upgrade traditional industries.
Wang Peng said: "In the medical production circulation, through the chain, enterprises can track the whole process of raw material procurement, production, transportation, and even retail of medicines, providing technical support for drug traceability, so that consumers can use drugs with confidence. A technology is now mature, the problem is whether the company is willing to go on the chain, whether it is willing to invest in digital transformation costs." (Guo Yuchuan)
Blockchain technology evolution three steps
As a new generation of information technology, blockchain has not yet been reported by relevant companies. Song Jiaji, dean of the Guosheng Securities Blockchain Research Institute, said in an interview with Securities Daily that as a new technology, the blockchain is either a large IT company and a communications company, or a start-up company, in line with the science and technology. There are not many companies that have listed standards.
Song Jiaji said that with the release of a major positive signal from the blockchain industry, the blockchain technology has been upgraded from geeks' grassroots technology innovation to national independent innovation breakthroughs, from isolated application scenarios to improving social comprehensive governance capabilities.
Song Jiaji said: "In the short term, the signal released by the regulatory authorities allows the society to recognize the value of the blockchain and correct the industrial bias. In the medium term, it can encourage industrial capital and talents to enter and regulate industry supervision. The long-term perspective can promote social governance capabilities. Enhance, technically cooperate with 5G to improve the underlying protocol architecture of the Internet of Things and edge computing."
The application scenarios of blockchain are widely distributed in many fields such as payment, supply chain finance, electronic bills, traceability anti-counterfeiting, and IP management. These are the frontier industries in the field of next-generation information technology. With the increase in blockchain R&D technology companies and the development of DApp (mobile phone applications based on blockchain technology), the blockchain business model has gradually evolved from project outsourcing to BaaS (blockchain as a service), with blocks The chain framework is embedded in the cloud computing platform, which utilizes the deployment and management advantages of the cloud service infrastructure to provide developers with convenient and high-performance blockchain ecological environment and ecological supporting services.
Song Jiaji introduced that the open and transparent technical characteristics of the blockchain itself are important tools for improving social governance capabilities. They can solve the problem of accurate poverty alleviation and small and micro enterprise loans, and open up data islands. As an important part of the next generation of information technology, blockchain technology has gradually gained recognition from the society. Before the blockchain development in the country was mixed, it has improved after a period of rectification. At present, the Ministry of Industry and Information Technology has launched two phases of filing, which is expected to be followed. It will continue to advance, and regulation is for better development."
The research of the blockchain research institute of Guosheng District pointed out that the blockchain has the functions of promoting data sharing, optimizing business processes, reducing operating costs, improving synergy efficiency, and building a credible system. In the financial scene, it solves the problems of financing loans for SMEs, difficulties in bank risk control, and difficulties in departmental supervision. In the livelihood scene, it provides more intelligent, more convenient and better public services for the people, and enhances the intelligentization of urban management. The level of precision ensures the orderly and efficient flow of production factors within the blockchain; in the government affairs scene, government data can be jointly maintained and utilized across departments and regions to bring better government service experience to the people.
Zuo Peng, founder of Jinqiu Technology, told reporters that the evolution of blockchain technology can be roughly summarized into three stages. The first stage is the heuristic blockchain solution, which is also the stage of the current blockchain. The solution is to use the three technical features of blockchain distributed, encrypted, and non-tamperable to provide the efficiency of a single process. Upgrade or streamline existing processes.
The second phase is a complete blockchain solution that takes advantage of the underlying distributed, encrypted, and non-tamperable technical features, while leveraging the technical features of smart contracts, governance decentralization, and value exchange to create entirely new business models. The end-to-end customer experience closed-loop, improving the overall productivity of the enterprise.
The third phase is an enhanced blockchain solution that aims to build a distributed and programmable digital economy that combines the evolution of the Internet of Everything and the technology of everything, in the digital economy where the external digital world and the physical world are increasingly integrated. Build a network of relationships between people, organizations, things, data, and value.
Zuo Peng believes that the blockchain technology in the initial stage is nothing magical. In the second stage, it is fundamentally disruptive. Enterprises that understand the nature of the blockchain will exert their strength on the complete blockchain solution. The strategic ecological layout on the. “This is why Ali has been investing in the blockchain field for a decade since the strategic perspective. After the first half of the consumer Internet, in the digital economy era, with the arrival of the industrial Internet, the enterprise blockchain will play a huge role.” Peng said. (郭冀川)
Power grid enterprises take the lead in laying out blockchain technology has penetrated into new energy cloud, power trading and other fields
In the industry's view, seize the opportunity of blockchain technology integration, function expansion, and industry segmentation, and play a role in the blockchain to promote data sharing, optimize business processes, reduce operating costs, enhance synergy efficiency, and build a trusted system. Role, blockchain technology can achieve a wider range of applications.
In fact, in recent years, blockchain technology has achieved penetration in a number of industrial sectors, supported by policy support and industry. Taking the clean energy sector as an example, the industry even believes that blockchain technology has shaken the traditional energy trading and service model. This decentralized, non-tamperable, full-cycle traceable database technology enables accurate and reliable identity information for energy products, thereby reducing the cost of credit for products and businesses in transactions.
It is reported that in power trading, when power sales companies, power generation, and electricity use are not a main body, it is difficult for each party to trust each other. Faced with such problems, it is understood that the State Grid Corporation is advancing the application of trusted blockchain technology in new energy cloud and power trading.
In August of this year, State Grid Blockchain Technology (Beijing) Co., Ltd., which is owned by State Grid E-Commerce Co., Ltd., was unveiled and released five major blockchains such as electronic contract, power settlement, supply chain finance, electricity finance, and big data credit. Financial core products and intelligent wind control, smart investment and other "artificial intelligence + financial technology" products.
In this regard, the State Grid Corporation officially stated that “the (blockchain) technology form is highly compatible with the State Grid Corporation’s ubiquitous power IoT construction, which can promote mutual trust between upstream and downstream industries, achieve efficient data sharing, enhance risk prevention capabilities, and effectively solve The problems of data fusion, network security, and multi-agent coordination in the process of building power Internet of Things."
On this basis, the State Grid Corporation also provides financial services such as e-e-mail and e-e-tickets based on blockchain technology to provide functions such as bill preservation, chain audit, bill traceability and circulation management for electricity and finance applications. The bill has been fully investigated, verifiable, credible and traceable.
It is understood that, in the next step, State Grid Corporation will continue to improve the ubiquitous power IoT infrastructure supported by the trusted blockchain as the underlying technology, and rely on the advantages of the State Grid Corporation resources and industrial chain to advance the research results of trusted blockchain technology. Deep application in new energy cloud, power trading, big data credit and other fields.
In addition to the State Grid Corporation, China Southern Power Grid Corporation has also laid out early application of blockchain technology in the field of renewable energy. Among them, in order to resolve a series of complex issues such as large-scale quota issuance, distributed quota trading, and effective supervision of quota completion in the implementation of distributed renewable energy quota system, China Southern Power Grid Corporation relies on the first batch of “Internet +” smart energy from the National Energy Administration. Demonstration project – "City-park dual-level "Internet +" smart energy demonstration project supporting the energy consumption revolution", combining green certificate trading with blockchain technology, and launching a green certificate transaction based on blockchain technology in Zhuhai Pilot demonstration of the platform.
The industry believes that the project has built a distributed renewable energy green certificate distributed transaction model based on blockchain technology, which is the earliest exploration and application in the field of “blockchain+energy” in China.
From a broader perspective, the energy Internet has the characteristics of open interconnection, user-centered and distributed peer-to-peer sharing, and the energy transaction model is developing from centralized to distributed. Energy Internet exists in scenarios that require a lot of calculations, such as the operation, scheduling, and analysis of energy systems. Through the use of technology to solve the computational power of the blockchain, the calculation speed of the energy Internet can be improved, and the computational cost can be reduced. The blockchain uses a consensus mechanism and The incentive mechanism can coordinate the participation of a large number of subjects on a large scale, and solve the problems of large-scale main body coordination, such as grid optimization operation and virtual power plants. (Yu Nan)
Blockchain technology helps science and technology enterprises to develop and hope to make breakthroughs in new materials application
This week, the blockchain concept was quickly transferred to the Kechuang board. Among them, Fuguang shares increased by 18.17% in the first two trading days of this week, becoming the star stock of the blockchain concept in the recent A-share market.
According to public information, Fuguang is mainly engaged in the research and production of military special optical lenses and optoelectronic systems, civil optical lenses, optical components and other products. Non-customized products are widely used in safe cities, smart cities, Internet of Things, intelligent manufacturing, etc., and are the main lens suppliers for security leading companies such as Hikvision and Dahua, and with Huawei, Bosch, Honeywell, etc. Well-known enterprises at home and abroad have established business cooperation relationships.
The relationship with the blockchain is due to the fact that in Fuguang's foreign investment, there is a Fujian Province Big Data Technology Co., Ltd., Fuguang shares invested 15 million yuan, holding 15%. According to Tianyue data, the controlling shareholder of Fujian Province Big Data Technology Co., Ltd. is Fujian Nucle Technology Co., Ltd., which holds 55% of the shares and is a wholly-owned subsidiary of Beijing Bitland Technology Co., Ltd.
After the listing of the mainland in Hong Kong, Bitcoin focused its main business on the AI computing chip. At present, Bitcoin has become the most influential mining machine manufacturer in the world with the development of digital currency and blockchain technology.
It is widely expected in the industry that “the science and technology board is an opportunity for the blockchain”. At the opening ceremony of the Shanghai Blockchain Technology Association and the first Yangtze River Delta Block Chain Technology Application Forum a year ago, the Shanghai Blockchain Industry Guidance Fund was formally established. The fund size is 1 billion yuan, and the main blockchain + "Kechuang board", support blockchain enterprises on the board.
Hu Jiyu, vice president of the Internet Law Rule of Law Research Society of the Beijing Law Society, said: "The only constant in the world is change. If the future of Tencent and Ali can appear in the science and technology board, I personally estimate that it is a blockchain enterprise."
Dr. Yu Xiaolei, Chairman of the Board of Directors of China Enterprise Capital Group and the founder of the blockchain workshop, also believes that the company has two advantages for the blockchain industry: First, the blockchain industry is now facing fierce competition at the international level. The establishment of the science and technology board can enable high-quality blockchain technology companies with technology application to quickly finance the capital competitiveness through the science and technology board; second, the underlying technology of the blockchain has many fits with the registration system. Wherever, the two can explore more advanced scenario solutions to jointly deliver fresh blood to technology innovation companies.
In which areas of the six major industries supported by the Science and Technology Board, where can the blockchain technology fall? Industry experts generally believe that the application of blockchain in biomedicine, new energy, new materials and other industries has broad prospects.
Specific to the new materials field, mainly including advanced steel materials, advanced non-ferrous metal materials, advanced petrochemical new materials, advanced inorganic non-metallic materials, high-performance composite materials, cutting-edge new materials and related technical services.
In this regard, Dr. Zheng Lei, an expert consultant of the Global Financial Technology Laboratory, told the "Securities Daily" reporter that he has not heard of the application of blockchain technology, and there are projects in the field of new materials, but blockchain + intelligence Manufacturing has become a strategic move to accelerate the implementation of deep integration of industrialization and informatization and to build a manufacturing power. One of the values of intelligent manufacturing is to reshape the transparency, flexibility, and agile response to problems in production, logistics, warehousing, marketing, sales, and after-sales. (Lv Jiangtao)
Do a good job of "blockchain +" science and technology enterprises to bring a good start
Now, in addition to continuing to explore the value of the blockchain, interest in its innovative development and application is growing. An anti-counterfeiting traceability makes the blockchain seem to be omnipotent and can cover almost all industries. However, as a high-tech field, its application development will inevitably focus on several major fields or several major industries.
China is going to be at the forefront of the theory in the emerging field of blockchain, occupying the commanding heights of innovation and gaining industrial advantages. This is an important area for China to strive for a leading position in new technological innovations and industrial changes. Just as the “Internet Plus” we advocated plays an active role in industrial transformation and upgrading, blockchain and “blockchain+” will also have a profound impact in many fields.
Generally speaking, "Internet +" is doing additions with traditional industries, such as the Internet + steel, home appliances and so on. These traditional industries, through advanced information and communication technologies and Internet platforms, allow the Internet to integrate deeply with traditional industries, giving new vitality and development ecology to traditional industries.
One of the characteristics of "Internet +" is cross-border integration, innovation-driven, a group of traditional industries plugged into the wings of the Internet, using Internet thinking to exert the power of innovation, and achieved their own upgrade and transformation. With the popularity and deepening of "Internet +", China has gradually shifted from extensive resource-driven high-speed development to a high-quality development stage that pays more attention to ecological optimization.
So, how to understand the tolerance of "blockchain +"? Obviously, “blockchain+”, like “Internet+”, will eventually be implemented in the service entity economy, but their differences are more obvious.
From the current known information, “blockchain+” is mainly concentrated in the field of people's livelihood, new smart cities, inter-regional information, capital, talents, credit information and other aspects of interconnection. Specifically, the industries covered by “blockchain+” should include financial services, information infrastructure, smart transportation, energy and power, medical health, commodity anti-counterfeiting, education and pension, and other new fields arising from social development. New industry.
The ecology of “Internet +” is open. In the process of its development, the links that restrict innovation in the past have been opened up and resolved, and innovation activities have been linked together, and finally the driving force for market innovation has been formed.
For “blockchain+”, it is to use its decentralized features to build a powerful database for finance, medical, government, smart contracts, securities trading, e-commerce, internet of things, social communications, documents. Accurate services such as storage.
Now, blockchain technology applications have been extended to digital finance, Internet of Things, intelligent manufacturing, supply chain management, digital asset trading and other fields. These areas are highly consistent with the functional positioning of the science and technology board.
Kechuang Board is positioned to serve technological innovation companies that meet national strategies, break through key core technologies, and have high market acceptance, including but not limited to focusing on supporting next-generation information technology, high-end equipment, new materials, new energy, energy conservation and environmental protection. High-tech industries such as medicine and strategic emerging industries.
Therefore, in the process of grabbing the commanding heights of the blockchain, in the industrial layout of “blockchain+”, the science and technology enterprises must be the “leaders”. Of course, the science and technology enterprises mentioned here are not just those listed on the science and technology board, but are broadly referred to as technological innovation enterprises. (阎岳)
The Political Bureau of the CPC Central Committee conducted the 18th collective study on the afternoon of October 24. The theme of the study was the status quo and trend of blockchain technology development, which triggered widespread global attention to the technology. After the opening of the US stock market on the 25th, the stocks related to the blockchain in the China Stock Exchange rose linearly. On October 26th, the price of Bitcoin also broke through the $10,000 integer mark, setting a new high for more than a month. On October 28th, the AH share blockchain sector ushered in a big rise.