Industrial blockchain enters the market, 2020 may usher in an inflection point

Text: Xin Nan

Produced by: Odaily Planet Daily

From talking to talking to becoming mainstream, the alliance chain has ushered in a real spring in 2019.

Although not all the on-chain scenarios focused on by the alliance chain companies have real value, compared with a more idealized and decentralized public chain design, the alliance chain has more to B this year with the strong support of policies. , The practical implementation of to G landing applications.

Practitioners call this phenomenon the "industrial blockchain" era, and the alliance chain has also stood on the cusp of short-term traffic dividends.

How can the alliance chain that has been criticized by public chain practitioners for "not a real blockchain" catch up step by step? What are the opportunities for industrial blockchain? In 2020, how will the alliance chain break the game and create a benchmark scene?

When the new year begins, Odaily Planet Daily launches the annual planning report "Hello 2020" looking forward to the future series. This issue is the alliance chain. We have summarized the development trends and also sorted out the opportunities.

Nearly 30 financings, more than 20 industrial parks bloom

In order to clearly review the real situation of the industry's favorable situation in the past year, Odaily Planet Daily conducted comprehensive statistics from three aspects: financing situation, development of the industrial park and favorable policies.

Statistics found that in 2019, nearly 30 financing events were born on the Alliance Chain Circuit, with the largest one reaching 1.961 billion yuan; Zhejiang Jiaxing newly landed in an industrial park with a current occupancy rate of 40%; the remaining 20 industrial parks are also There are also certain development achievements in 2019, and the industrial park's location is continuously issuing corresponding policy support.
  • 2019 financing events

(Odaily Planet Daily's 2019 alliance chain related financing event table based on business card, IT orange and other platform statistics.)

The chart data shows that the largest financing attributable to blockchain track alliance companies in 2019 came from Zhongan Technology. ZhongAn Technology is a wholly-owned technology subsidiary of ZhongAn Insurance, which focuses on cutting-edge technology research such as blockchain, artificial intelligence, big data, and cloud computing.

In order to use technology to reshape the insurance value chain, Zhongan has established its own blockchain team since 2015. Currently, it has developed dozens of blockchain products such as electronic policy management, anti-counterfeiting traceability, supply chain finance, etc. based on Anchain Cloud. The solution serves more than 300 customers, covering 10 areas including traceability, public welfare, government affairs, medical treatment, copyright, hotels, supply chain finance, insurance, points, and privacy data security.

Another big financing event worthy of attention is the 1 billion RMB Series B financing from GaoDeng Technology. This financing was led by Tencent and others.This round of financing is mainly used to continuously increase blockchain, cloud computing, Data R & D investment. High Light Technology is serving the most popular Tencent blockchain electronic invoice application at present, and is one of the promoters of Tencent electronic invoice and blockchain electronic invoice.

  • 2019 national blockchain industry park status

After the blockchain track went mainstream, blockchain-related industrial parks blossomed all over the country in 2018. Although the number of blockchain industrial parks built may not necessarily represent the strength of blockchain technology development in a certain area, these industrial parks often have some excellent policy conditions and generous preferential conditions for entering the park, and they are more likely to produce cluster effects. This will help blockchain companies settle down and take root in various places.

(The picture shows the development of blockchain industry parks in 2019.The data comes from public information such as Internet Pulse and Zero One Think Tank.)

According to statistical data, 11 provinces and municipalities in China currently have their own blockchain industrial parks. The distribution of blockchain industrial parks shows the largest number in East China, and the current situation of South China, North China, and Central China struggling to catch up.

In 2018, the Blockchain Industrial Park was more deserted, and some industrial parks handed in relatively good transcripts in 2019, such as Hunan Xingsha Blockchain Industrial Park and Guangzhou Blockchain International Innovation. The Center, Hainan Ecological Software Park, Jiangxi Ganzhou Blockchain Financial Industry Sandbox Park, Chongqing Blockchain Industrial Innovation Base, and Shanghai Blockchain Technology Innovation and Industrialization Base have all signed more than 40 enterprises entering the park.

In 2019, a new industrial park, Zhejiang Jiaxing Blockchain Industrial Park, was added. According to Tiantian Chain News, the current occupancy rate of the industrial park has reached 40%.

  • Favorable policies for cities in the park in 2019


1. Chongqing Economic and Information Commission: 2-5 blockchain industry bases will be cultivated

2. Chongqing Liangjiang New District and Chongqing Academy of Science and Technology have reached a cooperation, and the two parties will explore cooperation in areas such as blockchain

3. Chongqing Economic and Information Commission issued the "Notice on Further Promoting the Healthy and Rapid Development of the Blockchain Industry", which will build a public service platform for the blockchain industry and provide investment and financing services for blockchain companies

4. Chongqing issued the "Specific Measures on Strengthening Financial Services Private Enterprises" to encourage commercial banks to use blockchain and other technologies to provide online loan channels

5. Chongqing Yuzhong District vigorously develops blockchain-related industries and strives to achieve an output value of 10 billion yuan by 2022

6.Singapore and Chongqing signed 13 MOUs to support blockchain technology innovation projects


1. Executive Meeting of Hebei Provincial Government: Incorporating Blockchain into the Provincial 14th Five-Year Plan for Digital Economy Development

2. The "Administrative Measures for China (Hebei) Pilot Free Trade Zone" was released to promote trusted transactions in big data based on blockchain and other technologies


1.The Wuhan government will issue a blockchain support policy

2.The Wuhan Blockchain Alliance was formally established


1. The Hunan Political Consultative Conference held a symposium and will continue to focus on the blockchain big data industry and other aspects


1. Jiangxi Ganzhou Economic Development Zone vigorously develops the "blockchain" industry

2.Blockchain + Digital Economy Ecological Village Settled in Shangrao, Jiangxi


1.Hainan is about to introduce ten policies to accelerate the development of the blockchain industry

2. Hainan officially released "Chain Shanghai South" plan

3. Hainan Blockchain Pilot Zone issued special measures for "six chains"

4. The Ministry of Industry and Information Technology issued a plan to support 17 projects including the development of the blockchain industry in Hainan


1. "Blockchain +" Fintech Research Institute of Guangdong Financial High-tech Zone was officially unveiled

2.Guangdong plans to deploy edible agricultural product blockchain traceability system in 6 cities: Shenzhen, Shantou, Foshan, Huizhou, Zhanjiang and Zhaoqing

3. Guangdong Financial High-tech Zone will build a "blockchain +" fintech industry group


1. Zhejiang will accelerate the integration of "blockchain + real economy" and other aspects

2. A conference in Yuhang District, Hangzhou will focus on the development of blockchain and other technologies


1.Shanghai Electronic Port Blockchain Alliance was formally established

2. The central bank's Shanghai headquarters issued a document to promote the application and development of cryptographic technology


1. Jiangsu Intelligent Media Industry Research Institute was established, dedicated to the development and application of media blockchain technology

2. China Blockchain Application Research Center (Jiangsu) listed

3. The Jiangsu court issued a guidance opinion, affirming the preservation or acquisition of evidence such as blockchain and time stamp.


1. Shandong accelerates the construction of "blockchain + government services"

2. Shandong Zibo issued a policy to support the deep integration of new generation information technology and industry such as blockchain

3. Shandong promotes the digital industry as a pillar industry, accounting for no less than 45% of GDP in 2022

Through the above data, we can see that the alliance chain has indeed received extensive policy support and capital assistance in 2019. Let's analyze the trends and results behind these data.

The public chain alliance is competing for mainstream, and the alliance chain wins first?

When it comes to the alliance chain, people will inevitably use the public chain to compare with it. The ideal of the public chain is greater, and the alliance chain is more pragmatic.

The dispute between the alliance chain and the public chain has a long history. For a long time in the past, public chains enjoying 1CO, hype and other traffic dividends have been favored by funds and traffic.

The contempt chain in the industry is that public chain people don't look at the alliance chain, and even in the minds of some practitioners, the alliance chain is a centralized variant that is not a "blockchain" at all.

At the press conference to review the results of the Ant Blockchain 2019, even Jiang Guofei, the vice president of Ant Financial, lamented that being an alliance chain in the blockchain circle is often evaluated as a public chain friend.

Today, unlike in the past, in the arena of 2019, the development speed of the alliance chain is temporarily ahead of the public chain. Even some public chain practitioners have begun to play the role of alliance chain. The value of the B-side application that was previously inconceivable to the public chain has become apparent.

There are many reasons behind this.

In the past year, most of the public chains are still stagnant in the "air" stage. The "bottom-up" reforms that the blockchain circle once screamed for have made little progress, and more of them stay in homogeneity and imitate Ethereum At the stage, many also started 2B outsourcing, the longer it became, the more it resemble the alliance chain.

Jiang Guofei, the vice president of Ant Financial, evaluated the bottleneck of the public chain in this way: "The biggest problem in the development of the public chain is that it is difficult to find good applications."

The public chain can't make good applications. In addition to technical difficulties, it also lacks resources that can help its deployment scenarios.

During the same period, a new trend of domestic policy has come. Mainstream people represented by local governments look forward to blockchain technology combined with traditional industries to make a landing scene, reshape trust and reshape value.

A relatively stable and controllable alliance chain endorsed by a large company has become the best choice for the B-side and G-side.

The end-to-end endorsement, policy and funding support have promoted the landing scenarios of alliance chain enterprises, such as the emergence of one after another scenarios such as blockchain electronic invoices and on-chain internet courts. , Correct name.

However, the alliance chain is still essentially a change and upgrade of the background database of traditional commercial entities. The application of decentralization and trust has yet to be verified.

Therefore, people have begun to explore the future form of the blockchain, and the division between the alliance chain and the public chain may be redundant.

Wu Xiaochuan, a senior expert in blockchain development of ZhongAn Technology, once said that the alliance chain and the public chain will not be split, and joining other technologies may form a next-generation trusted value network.

"Now there will be public, private, and alliance chains, but we are deeply impressed by the Internet. In the past, there will be Internet or intranet. There were before, but now there are no more, all are the Internet. Zheng Haojian, vice president of Tencent Financial Technology also gave an explanation on this issue. In his opinion, the concept of blockchain will eventually obscure. It may not matter whether it is public or private or alliance. The blockchain itself is a Networking technology, and the alliance chain is the networking mode required for industrialization.

Alliance Chain 2019:

To C loses his voice, To B and To G bloom

Looking back on the 2019 alliance chain, it is more appropriate to use "B fat C thin" to describe.

From 2017 to 2018, the value of the alliance chain has not been amplified. The blockchain is still blowing the hot air of bottom-up reform. Although the Internet giants' exploration of the application of the alliance chain first focused on the to B business, the explosion of encrypted cat applications on Ethereum also caused major alliance chains. Enterprises are eager to try.

From the beginning of 2018, Baidu took the lead in launching the popular Baidu Leitzu game to the NetEase planet under the NetEase label, which set off a wave of to C mining applications. Most of the to C products on these alliance chains are as gorgeous as fireworks, ending in hastily.

In 2019, "Let's catch a monster" is one of the more popular to C applications. This mobile game launched by Tencent used the blockchain as the biggest selling point at the beginning of the promotion. The halo of the big factory has attracted the attention of the entire blockchain game industry. Since its launch, it has dominated the Apple App Store for free for half a month. App leaderboard.

The elements of the blockchain in "Let's catch a monster" are not obvious. They are more in the form of "pendants" in the sideline gameplay, but people still expect it to become a benchmark application and bring out a truly valuable blockchain game.

However, the reality is that most pure-to-C applications have been falsified. For example, blockchain applications such as the "Netease Circle" launched by Netease have announced that they will cease operations in February 2020, and most of the above were done by Internet giants. Pet development and mining game applications are all feathers.

And some other so-called 2C applications (such as Alipay, Wufu, JD Finance and Love on the chain), whether or not to use the blockchain, is not much different for users.

When it comes to real cost reduction and efficiency enhancement, the advantages of To B and To G are prominent.

If in 2018, everyone discussed more about "how the blockchain will land", and in 2019, the industry frequently mentioned it is about the exploration of "blockchain application scenarios".

The blockchain electronic invoices, which were born in August 2018, are one of the few scenarios that can be to C, to G, to B. This scene has exploded in 2019, and successfully entered the proof-of-concept stage. Pilot and production stages. According to data, in 2019, Tencent's pilot blockchain electronic invoices in Shenzhen have so far issued nearly 15 million copies, with an invoice amount of more than 9.64 billion yuan, which is used in hundreds of financial insurance, retail supermarkets, hotel catering, parking services, etc. Industries.

In addition to electronic invoices, in 2019, there are many applications for supply chain finance, electronic tickets, and medical systems.

Although the C terminal is not very aware of where the blockchain is applied. But in the past year, some interesting and novel to B applications to the blockchain have indeed appeared in the industry.

For example, Beijing, the city model, is undergoing "on-chain" reforms in the area of ​​government affairs. This technology is provided by Huawei Cloud's blockchain. The blockchain technology is used to link the responsibilities, directories and data of the department together to create a "catalog blockchain" system. Features such as tampering and contract mechanism lock the directories of various departments “on the chain”, realizing real-time detection of data changes, leaving traces throughout the data access, and orderly association of data sharing. In this way, which departments have what data at a glance, the channels for applying for sharing are also more open. Blockchain technology has become a bridge of trust, reducing the security cost of data sharing.

In addition, Hangzhou Quchain Technology Co., Ltd. and Hangzhou Internet Notary Office have developed a "blockchain notarization platform". The platform uses the technical characteristics of the blockchain, in addition to the "legal notarization", there is an additional layer of "technical notarization" protection. At present, this notarized lottery system has provided services in the aspects of people's livelihood and fairness, such as buying a house, entering school, and license plate lottery.

In addition, BGI, the head company in the field of gene sequencing, also announced in May 2019 that it would apply blockchain technology to the gene standard database, and released "Blockchain technology to help build a standard database for the interpretation of genetic variation in the Chinese population." The database is required to meet the requirements of being open, traceable, non-tamperable, iterative updating, clinical information tracing, and conforming to ethical regulations. Blockchain technology meets this requirement.

Another major feature of alliance chain companies is that they are willing to emphasize patents. Although this is a bit contradictory to the open source advocated by the blockchain world, alliance chain companies are still happy.

According to the "2019 White Paper on Blockchain" issued by the China Academy of Information and Communications Technology on November 8, the number of global open blockchain patent applications is currently over 18,000, with China accounting for more than half of the total, ranking first in the world.

IncoPat's global patent data shows that from January 1st to December 24th, 2019, China's blockchain patent applications ranked Tencent, Ali and Ruize Technology among the top three.

The opening of the industrial blockchain in 2020,

Alliance Chain wants to build a benchmarking application first

The industrial blockchain in 2019 ushered in the beginning.

"In 2020, the industrial blockchain will begin to enter the market. We will see the combination of blockchain and various industries. After successful commercial applications have been made, I believe the turning point of the industry will not be too far." Ant Financial Vice President Jiang Guofei said.

The government side and the enterprise side are the two unique opportunities facing domestic alliance chain companies.

In the view of Li Maocai, general manager of Tencent blockchain technology, in order to meet this opportunity, making good solutions by using scenarios is the first step to seize the opportunity.

"Today, all applications need to solve its (industry) fundamental problem-the issue of business value. We have long passed the era of proof of concept or poc verification." Jiang Guofei said that doing benchmarking applications is an alliance chain enterprise promotion area Short-term goals of blockchain technology.

"Industrial blockchain needs more successful commercial applications. With benchmarking and a complete closed loop, more companies can follow up, thereby promoting the prosperity of the entire industry and stimulating the inflection point of the industry." In other words, with The benchmark has a template that can be copied and promoted, and the industry will expand accordingly.

The industry embraces blockchain technology, while bringing new value to enterprises, it can also better dig the fundamental value of the blockchain. But making benchmarking applications is not so simple.

Li Maocai believes that the alliance chain enterprises should find an industry first, thoroughly understand an industry, and explore valuable application directions.

Standing back today and looking back, the blockchain industry has experienced a lot, although it did not exist long ago.

Many people use the Internet to analogize blockchain, saying that the industry today is just like the Internet in 2000. At that time, U.S. technology stocks collapsed from a high level due to the dot-com bubble, and many Chinese Internet startups suffered a devastating disaster. Proposition. After experiencing technological dividends and bursting bubbles, real giants such as Alibaba have emerged from the storm of the century and the Internet of Value has developed at a rapid rate.

Therefore, the Odaily Planet Daily also hopes that after 2020, the blockchain industry will find real value after the big waves, and the alliance chain will be an important driving tool for its development.

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