恒大高新分析,恒大高新是什么股

1. Is blockchain the next Internet trend or a bubble

Blockchain technology will change search engines
Change the http protocol into interstellar search
Distributed storage of blockchain is also urgently needed
The arrival of 5G has increased the demand for storage
Blockchain decentralized storage will be applied soon

2. State-owned assets Background of digital currency listed companies

Omar Electric (002668):
On January 30, 2018, it stated that the company began to research digital currency and blockchain technology in early 2016 and established an innovation team. In July 2016, the company and Tongji University established a joint financial technology laboratory, with the main research direction being the application of blockchain technology in the financial industry; the company participated in the prototype design of the central bank's digital currency; in 2017, the company established a wholly-owned subsidiary, Digital Qianyuan , layout blockchain technology research and development. In terms of blockchain applications, the company currently has a core technical team of more than 30 people. It has relatively leading technical reserves and a wide range of application scenario advantages, but it has not yet formed related businesses.
Meisheng Culture (002699):
The company participates in Beijing Token Technology, which has the software copyright of the digital currency intelligent quotation platform. The software is referred to as Bipricetong.
Hailian Jinhui (002537):
On September 25, 2019, the company’s interactive platform responded that the company had participated in and completed relevant topics of the digital currency research group of the China Payment and Clearing Association.
Langke Technology (300042):
On September 27, 2019, the company's interactive platform responded that the company currently has two digital currency-related patents, one of which is the design patent "Flash Drive (Cold Wallet)", which has been Authorized; the other is the invention patent "Digital Currency Wallet, Transaction Method, Transaction System and Computer Storage Media", which is currently in the substantive review stage.
Feitian Integrity (300386):
In February 2016, the company stated in an interactive statement that it currently has certain technical reserves and research in blockchain technology. The company will actively participate in digital currency and other blockchain technology industries in the future.
Julong Shares (300202):
On September 19, 2019, the company responded on the interactive platform: The company has always paid close attention to the development of the digital currency business and has done relevant pre-research on the application and promotion of digital currency. Project reserves. The company hopes to leverage its brand advantages, channel advantages, and service advantages in the field of financial institutions to provide good services for the issuance and promotion of my country's digital currency.
Kelan Software (300663):
On November 4, 2019, the company stated on the interactive platform: The company has obtained relevant software copyrights for mobile wallets, and has digital wallet-related R&D and technical reserves to support digital currencies. .
Golden Crown Shares (300510):
On September 22, 2019, Golden Crown Shares announced that it planned to acquire the equity of the parent company of a company engaged in digital currency and blockchain., if successful, it will help develop the global market for blockchain, digital currency, big data and AI in new energy orderly charging networks and the ubiquitous power Internet of Things.
Zhongying Internet (002464):
On September 16, 2019, the company’s interactive platform responded that the company’s subsidiary’s digital currency exchange platform is ready to be implemented at any time and is currently in the process of applying for a government license.

3. What are the stocks of listed digital currency companies?

1. China Science and Technology Thunder: disclosed on the night of October 28, 19, that the company is based on operating system security enhancements and hardware security, etc. With technical reserves, it has already developed blockchain-related businesses such as digital wallets and hardware-level data authentication.
2. Zhefu Holdings: The company holds shares in Shanghai 2345 Network Holding Group Co., Ltd., and its subsidiary Shanghai 2345 Network Technology Co., Ltd. has a patent for a control method and control device for distributing digital currency.
3. Gao Weida: On October 23, 2019, the company responded on the interactive platform that the company has digital currency technology reserves.
4. Felix: In September 2019, the company stated on the interactive platform that it has technical reserves in blockchain and is applying it in related product development, and the technology can be used for digital currency.
5. Yuanguang Software: It has blockchain supply chain finance, blockchain trusted electronic licenses, blockchain data secure sharing, blockchain data storage, blockchain electronic contracts, and energy blockchain applications. , blockchain enterprise fund security management and other products and solutions.
Extended information
CBDC, the full name is Central bank digital currencies, translated as central bank digital currency.
The Bank of England, the Bank of England, gave this definition in its research report on CBDC: Central bank digital currency is an electronic form of central bank currency that can be used by households and businesses to make payments and store value.
The Chinese version of CBDC is described as a digital renminbi, which is issued by the People's Bank of China, operated by designated operating agencies and redeemed by the public. It is based on a broad account system and supports the loose coupling function of bank accounts, and is compatible with banknotes and coins. It is a controllable and anonymous payment instrument with value characteristics and legal liability.
What we call DC/EP is the Chinese version of central bank digital currency, which is translated as "digital currency and electronic payment tools".
The Center for International Settlements (BIS) and the Committee on Payments and Market Infrastructures (CPMI), two authoritative international organizations, jointly conducted two questionnaire surveys of more than 60 central banks around the world in 2018 and 2019.
The contents of the questionnaire include the progress of central banks’ work on digital currencies, the motivations for researching digital currencies, and the possibility of issuing digital currencies. 70% of central banks have stated that they are participating in (or will participate in) digital currency research.
On August 14, 2020, the Ministry of Commerce issued the "Overall Plan for Comprehensively Deepening the Innovation and Development of Service Trade".The "Development of Pilot Tasks, Specific Measures and Division of Responsibilities" section proposes: Launch digital RMB pilot projects in the Beijing-Tianjin-Hebei region, the Yangtze River Delta, the Guangdong-Hong Kong-Macao Greater Bay Area and qualified pilot areas in the central and western regions.
First, Shenzhen, Chengdu, Suzhou, Xiongan New Area and other places and relevant departments of the future Winter Olympics scenes will assist in the promotion, and will be expanded to other regions as appropriate.
The pilot areas for comprehensive deepening are Beijing, Tianjin, Shanghai, Chongqing (21 municipal districts including Fuling District), Hainan, Dalian, Xiamen, Qingdao, Shenzhen, Shijiazhuang, Changchun, Harbin, Nanjing, Hangzhou, Hefei, Jinan, Wuhan, Guangzhou, Chengdu, Guiyang, Kunming, Xi'an, Urumqi, Suzhou, Weihai and Hebei Xiongan New District, Guizhou Gui'an New District, 28 provinces and cities (regions) including Xixian New District in Shaanxi.

4. Is 2022 a good time to buy a house? Do you have any plans to buy a house?

First of all, what will happen to China’s housing prices? It’s impossible to say for sure.

Overall, in the next 2-5 years, the first and second lines will fall by 15%, and the third and fourth lines will fall by 30%. This is a high probability event. The holding costs of the first and second lines are too high Low, the purchasing power of the third and fourth tiers is limited.

Now residents’ leverage is too high, and it is difficult for the government to increase wages even after releasing water. Basically, they are transferred to leeks in the form of leveraged credit. The current situation is really unbearable. In recent years, almost all those who have enough basic money to make a down payment have bought a car. It is really dangerous to double the amount.

If the third and fourth tiers want to sell land, of course they do. If there is a shortage of land, there is certainly no shortage. Planning is all about land. The key is that this liability is not transferred to home buyers, and the government’s land sales money is the bank’s money. Again, there is too much inventory, and the leeks really can’t pick it up. Recently, there have been more and more failed land auctions. Real estate tax supplementary finance is also imminent.

The essence of the first and second tiers is the same, but the situation is slightly better, because the belief and the holding cost are too low, and the two sides are still in a stalemate. Shenzhen and Shanghai have restricted loan quotas , the transaction volume fell instantly, and the so-called big guys who bought the houses they just needed with full payment disappeared.

The introduction of the real estate tax completely changed this equilibrium state. The guide price was obviously prepared for the real estate tax. No one is so tired as to give a guide price to each community. If the real estate tax pilot is fast, it will be by the end of the year, if it is slow, it will be next year. It will definitely be released. It is not as harsh as everyone thinks, and it is not like Shanghai and Chongqing before. Land should be sold, and it will be sold. Do not delay real estate tax. After all, there will be a transition period, and the ratio between the two will be dynamically adjusted. At the same time, state-owned developers have begun to develop public rental housing. The country wants to develop public rental housing through many means. After renovating a large number of idle office buildings in the city center, the location is good, and The state endorses it. It just depends on whether the state is willing or not. As the holding cost goes up, first-line housing prices will definitely loosen, but after all, if the first-line decline occurs for a few years, a 15% drop is acceptable, and it will only go back to about 19 years. So my personal feeling is that The second tier will be an excellent low point to get on the train in 2-3 years.

It is estimated that it will take 2-3 years before the third and fourth tiers are fully launched, but if we have expectations, we will not be afraid of rising prices. The third and fourth tier bubbles It's still quite serious. A drop of 30% is considered good.Maybe it needs to be cut in half directly.

This time we look at the determination and means to deal with double reductions. It feels really different.

Finally, no matter whether you buy it or not, just pay attention to the leverage. Yesterday I saw a post about buying a house in Chengdu, draining the down payment of both parents and borrowing foreign debt. It's so dangerous. Many people born in the 1990s have not realized that their parents' bodies are getting weaker day by day, and people will get sick as they get older. Being sick costs a lot of energy and money.

5. What are the large-scale blockchain concept stocks in China?

The large-scale blockchain concept stocks in China include: Sifang Jingchuang, Huaying Agriculture, Hang Seng Electronics, and Yijian Shares , Gao Weida.

Challenges faced

From the perspective of practical progress, most of the applications of blockchain technology in commercial banks are still being conceived and tested. There is still a long way to go before it can be used in life and production, and it also faces many difficulties in gaining recognition from regulatory authorities and the market. The main ones are:

1. Restricted by current concepts, systems, and laws. The characteristics of decentralization, self-management, and collective maintenance of blockchain have subverted people's production and lifestyle, diluted the concept of state and supervision, and impacted existing legal arrangements. For these, the entire world completely lacks theoretical preparation and institutional discussion. Even for Bitcoin, the most mature blockchain application, different countries have different attitudes, which inevitably hinders the application and development of blockchain technology. There is obviously still a long way to go to solve such problems.

2. At the technical level, blockchain still needs breakthrough progress. Blockchain applications are still in the initial development stage of the laboratory, and there are no mature products that are intuitive and available. Compared with Internet technology, people can use specific applications such as browsers and APPs to browse, transmit, exchange and apply information. However, blockchain obviously lacks such breakthrough applications and faces high technical barriers.