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From technological value to social value, from niche to the public, the industrial blockchain makes us look forward to the future.
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After "1024", China's blockchain industry really ushered in the opportunity of clear source. According to Gartner and related market research institutions, the global blockchain market will exceed 100 billion U.S. dollars in 2020 and maintain an ultra-high compound annual growth rate of more than 70%. China will become the main battlefield of the global blockchain. However, the large-scale application of new technology is inseparable from its development speed, scale and supervision. So, what are the core main forces for building an industrial blockchain ecosystem? Where is the core engine driving the development of blockchain scale? Through comprehensive research, the hash power think tank found that the government, the industry leader in the deployment of blockchain technology, and the listed companies of science and technology information have become the three main forces of the industrial blockchain ecological construction, leading the industry's overall infrastructure construction and key applications.
1.Core industrial structure of industrial blockchain
The industrial empowerment of the blockchain is already an industry consensus. However, referring to the development trajectory of artificial intelligence in China, there is no reference to industrial intelligence. We must clarify the development context of industrial blockchain, and we must first define the industrial blockchain accurately. The hashpower think tank interviewed several important representatives of the industry blockchain circle and collected their definitions. Wu Sijin, the CEO of Complex US, one of the earliest technology companies that laid out blockchain, believes that industrial blockchain is "using blockchain technology to help companies solve problems in capital, production, and sales"; and Shanghai Blockchain Engineering Technology Research Center Director Shen Qing believed that "the core connotation of the industrial blockchain is to establish a fair, low-cost trust system that covers the ecology of the industrial chain, and to achieve a significant improvement in the effectiveness of the industrial chain from production and flow to transactions and consumption."
In economics, industry is relative to industry, which refers to a whole structure that includes major output sectors, upstream and downstream. From the perspective of the development of the industrial chain, building an industrial blockchain ecosystem must also follow this basic rule. At present, it seems that the layout of the upstream industry is basically in place, the layout of the downstream industry is expanding rapidly, and the layout of service industries that integrate the upstream and downstream industries is also gradually accelerating.
First look at the upstream industry of the blockchain, which belongs to the bottom technology industry layer of the blockchain industry ecosystem, mainly including two aspects. The first is the basic platform of the blockchain. In the underlying platform, because the alliance chain highly meets the needs of cooperation between industries, enterprises, and different departments, and has higher security and operational efficiency, and is easier to land in real scenarios, it is generally considered to be The most promising blockchain technology at this stage, some leading companies have already laid out this, and built an enterprise-level blockchain underlying platform. The second is blockchain hardware equipment. This mainly refers to blockchain routers that provide users with computing power and network bandwidth. China's blockchain hardware equipment manufacturers also perform well in the global market. CITIC Securities believes that it is recommended to pay attention to leading companies with certain technology reserves and can apply the technology to their industries: public cloud giants provide BaaS infrastructure such as Alibaba Cloud, Tencent Cloud, Jinshan Cloud, etc .; computer industry companies focus on applications in various industries, applications In the field, financial IT, judicial administrative informatization and digital currency target Hang Seng Electronics, Oriental Fortune, Huayu Software, and digital certification are recommended.
Looking at the downstream industry of the blockchain, the most important is the application scenario of the blockchain landing. Guosheng Securities is optimistic that the blockchain will be the first to be implemented in applications such as supply chain finance, copyright protection, legal deposit, and energy trading. Among them, the application of the three major scenarios of finance, people's livelihood and government affairs, as well as the application direction of the combination of blockchain and AIoT to solve the pain points of scenario landing are the focus of attention. For example, in the financial scenario, it is difficult to solve the problems of SME loan financing, bank risk control, and department supervision; in the people's livelihood scenario, it provides smarter, more convenient and better public services for the people; and it improves the intelligence of urban management Level of precision; guarantee the orderly and efficient flow of production factors in the blockchain; in the government affairs scene, realize the common maintenance and utilization of government affairs data across departments and regions, and bring a better government service experience for the people. With the rapid popularization of the alliance chain, the blockchain will play an important role in three scenarios, serving the real economy and promoting the progress of blockchain technology research and development. However, blockchain can't solve all the problems. It also needs to combine AIoT and other technologies to solve the pain points and landing problems in actual scenarios. For example, in the supply chain financial scenario, the blockchain is used as the foundation platform and the Internet of Things and AIoT technologies are used to solve the entire trade The credible process and the binding of online data and offline physical trade is the general direction of the industry's development.
The hashpower think tank also sees that in the blockchain industry ecosystem, industry service industries represented by security service companies, social media, and investment and financing institutions are also playing a role in accelerating the development and integration of the upstream and downstream industries of the blockchain. To an important role.
2. The four major industry blockchain gathering areas are expected to form
When any revolutionary technology emerged, it experienced a process of "opposition-pursuit-rational". The development of the blockchain is no exception. There will inevitably be chaos and bubbles, and government policy guidance and rational supervision are vital to the healthy and long-term development of the blockchain industry. In the context of the development of artificial intelligence and 5G, we can already glimpse.
According to statistics, after October 2019, the number of blockchain policies in various regions has surged, and in November it has increased by 140% month-on-month, and all are mainly based on supporting policy information. In the two months at the end of 2019, many domestic provinces and cities held meetings, launched heavy documents or development plans, and proposed to accelerate the integration of blockchain and the real economy.
According to statistics, since 2019, China has 264 blockchain policy information, ranking first in the world's policies in 2019. From the obvious tendency of policy information attributes, it can be seen that our government implements central and local linkage. Industrial support and financial supervision focus on both strategies. Hash think tank predicts that in terms of industrial blockchain policies in 2020, national ministries and commissions and localities will issue more detailed and detailed blockchain industry planning and industrial support policies.
According to incomplete comprehensive statistics, as of October 2019, there were 26 blockchain industry parks in the country, of which 20 were government-led or participated in the promotion, forming the four major blocks of the Yangtze River Delta, the Pearl River Delta, the Bohai Rim, and the Hunan, Jiangxi and Chongqing. Chain industry gathering area, and Hainan has set up a Hainan Free Trade Zone (Hong Kong) Blockchain Pilot Zone in the Ecological Software Park.
In addition to policy drivers, it is also very important whether the original industrial structure and industrial infrastructure are sound and whether the blockchain is suitable for large-scale soil. Comprehensive evaluation of computing power think tanks, from the perspective of a single regional development, Beishang Guangshen, Zhejiang, Jiangsu, Guizhou Province based on the development of TMT, 5G and artificial intelligence, is expected to lead development in the head region; secondly based on the original scientific and technological talent training cluster, Anhui With Shaanxi Province, it is expected to be killed as the second echelon; once again, Fujian, Yunnan and other provinces, thanks to the strong support of local governments, are also expected to get first-mover opportunities. As a global free trade zone for China in the future, Hainan's huge policy dividend is expected to help Hainan gain important opportunities in the era of industrial blockchain. The release of the "Chain Shanghai South" plan at the end of 2019 is a signal.
With regard to the promotion and application of blockchain, there are currently more than 40 projects that are being implemented or even implemented in China. Applications include digital identity, electronic certificate, electronic bill, property right registration, industrial and commercial registration, data sharing, public supervision, administrative approval Many scenarios. The computing power think tank predicts that in 2020, the government affairs blockchain will be further developed and applied, especially in application areas such as government affairs approval, property right registration, bills, certificate deposits, and bidding.
3. 215 listed companies deploy industrial blockchain
Listed companies, as important participants in the national economy, are industry engines. According to statistics from 21 Data News Lab, as of January 1, 2020, there were 7,343 listed companies in China with a total market value of 105.71 trillion yuan.
Since the official implementation of the “ Regulations on the Management of Blockchain Information Services '' on February 15, 2019, China's National Internet Information Office has organized filing and review work in accordance with laws and regulations, and has issued two batches of 506 domestic blockchain information service names and filing numbers. , Involving 414 companies and 42 related listed companies. As for the blockchain concept stocks on the integrated stock platform (as of October 31) and the listed companies involved in the two batches of blockchain companies' filing information, there are 215 A-share blockchain concept stock companies themselves. Develop blockchain business, or associate it with the concept of blockchain through investment, equity participation and business development by subsidiaries.
On December 24, 2019, the Shenzhen Stock Exchange issued the Shenzhen Stock Exchange Blockchain 50 Index. Among the companies listed on the Shenzhen Stock Exchange, the companies whose business areas involve the upstream and downstream of the blockchain industry are selected as the sample space. Sorting from high to low, the top 50 stocks are selected to form the sample stocks, and the base point is 1000. According to the data on January 6, since the Shenzhen Stock Exchange Blockchain 50 Index was launched on December 24, twelve of the 15 trading days have shown an upward trend.
Cheng Xiaoming, deputy chairman of the Blockchain Committee of the China Communications Industry Association, said
"Although some listed companies are unknown about the actual application of blockchain, the blockchain 50 index intuitively reflects the stock market trend of blockchain-related listed companies. Behind it is investors' judgments on the future operating conditions of listed companies. That said, this index indirectly reflects investors' judgments on the blockchain industry. "
Investors are bullish on the overall industry of the blockchain. The hash power think-tank consulted the company's investigation data, and currently there are 14 listed companies that directly list "blockchain" as their business scope. Among them are Zhejiang University Netnews, Xinhu Zhongbao, Yuanguang Software, Yijian Shares, Information Development, Annie Shares, etc.
The computing think tank predicts that with the deepening of the application of blockchain technology in 2020, the layout needs of listed companies in the blockchain business will be further released, and the number of listed companies participating in the industrial blockchain will definitely further increase; In the direction, it may be more concentrated in the direction of supply chain finance, traceability, certificate deposit, and cross-border payment.
4Blockchain technology companies focus on BAAS platform + patent application
The development of the industrial blockchain is inseparable from the innovation and breakthrough of the underlying technology of the blockchain. At present, most of the technical solutions for blockchain application projects such as government and listed companies are provided by the blockchain technology companies.
According to statistics from relevant research institutions, as of December 2019, there were more than 33,000 blockchain companies in China registered in industry and commerce, including providing the underlying technology platform services, application products, and industrial technology solution services of the blockchain industry. There are 1006 blockchain companies with input and output, mainly concentrated in Beijing, Shanghai, Guangdong, Shenzhen, Zhejiang, Jiangsu, Anhui, Hainan and other places. According to the research of the computing power think tank, there are two major categories of blockchain technology companies: BATJH technology head platform technology companies and native blockchain technology companies.The development of the underlying architecture of the blockchain cloud platform (BaaS) is a common development of everyone. The emphasis is only on the direction of the industry application segmentation track which is different.
In terms of native blockchain technology companies, although the number of such companies has grown rapidly in recent years, the outstanding ones are still represented by fun chains, complex beauty, Bubby, cloud elephants, energy chains, etc., based on blockchain The underlying architecture and technology research and development have deeply cultivated blockchain technology for many years, and there are cases of blockchain native technology companies accumulating case applications.
Chinese blockchain technology companies also compete for incentives in the field of patent layout. According to the "Blockchain White Paper (2019)" statistics from the China Academy of Information and Communications Technology, as of the end of November 2019, the number of open blockchain patent applications worldwide reached more than 18,000, with China accounting for more than half of the total, ranking first globally. According to the data of Tianyan Inspection, only December 20, 2019, Tencent added more than 300 patents, of which more than 100 included blockchain. At the same time, not only BATJH and native blockchain technology companies are actively deploying blockchain patents, 360, Inspur, Zhongan, Ping An, etc. are also not weak, and the layout of blockchains and synergies with their own businesses.
5.Industrial blockchain training market will explode in 2020
"The scarcity of talent will also cause a bubble," Ye Jian, the rotating secretary general of China Blockchain Applied Research Center and chief researcher of Galaxy Capital, is worried. "Talent is the foundation of the development of the industry. Blockchain has already involved many technical fields such as IT, communication, security, cryptography, and the landing of the industry is more related to the knowledge of all walks of life. Therefore, for the healthy and rapid development of the industrial blockchain, it needs to be cultivated. A group of fully-complex talents who not only understand the blockchain technology but also the business knowledge of the relevant landing areas, "said Huang Butian, the founder of the Cloud Blockchain. "Chen Chen, president of the Huike Research Institute, once stated publicly," At present, the supply-demand ratio of professional blockchain technology talents is only 0.15, and the entire industry needs professional talents. "
On January 7, 2020, according to the person in charge of the Office of the National Textbooks Committee, it will focus on the preparation of a batch of new textbooks around AI, blockchain, big data and other fields. At the same time, according to incomplete statistics, as of November 10, 2019, in terms of training blockchain talents, Tsinghua University, Central University of Finance and Economics, Zhejiang University, Tongji University, Fudan University, and Southwestern University of Finance and Economics have successively opened more than 30 domestic universities. Blockchain related courses. Most of them are concentrated in Beijing and Shanghai, and Beijing universities account for 42%.
In terms of research institutions, according to the CCID Blockchain Research Institute, there are currently 68 blockchain research institutions in China, of which there are many blockchain research institutions in Beijing, Hangzhou, Shanghai, Shenzhen, Guiyang and other regions. Universities and enterprises are the main ones, and some provinces, cities and regions have also established corresponding blockchain research institutions, but there are relatively few national blockchain research institutions. Huobi China CEO Yuan Yuming said in an interview with a computing think tank reporter that in 2019, Huobi China has completed more than 100 blockchain popular science trainings. The training response provided by an enterprise is so hot that the scale of the entire industry demand can be imagined.
The computing power think tank predicts that with the rise of the blockchain as a national strategy, the shortage of talents in the industrial blockchain will become more prominent with the development of the industry, and the industrial blockchain training market may erupt in 2020.
The government, the industry leader in the deployment of blockchain technology, and the listed companies of science and technology information have become the three main forces for the industrial blockchain ecological construction, leading the industry's overall infrastructure construction and key applications. It is foreseeable that in 2020, the industrial blockchain will usher in a blowout growth. At the same time, the industrial blockchain training market and capital market linkage may have just begun.