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『一』How to view the country’s accelerated promotion of blockchain technology
1) First, clarify the technical value and positioning of blockchain, as I said at the beginning , the positioning of blockchain should be regarded as a core technology and an important breakthrough for independent innovation.
2) Blockchain, the Internet, and artificial intelligence must be regarded as technologies of the same level, and blockchain must officially enter the category of hard technology development.
3) It points out the development and application direction of our blockchain, including the speech mentioned in this speech that blockchain technology has extended to digital finance, Internet of Things, intelligent manufacturing, supply chain management, digital asset transactions, etc. In terms of application, some regulatory or legal issues will inevitably arise during the application process. What instructions were given in this speech? He mentioned that network governance according to law should be implemented into the management of blockchain and promote the safe and orderly development of blockchain.
4) Regarding the more important points of application and development, it is mentioned that blockchain can move from reality to reality, empower entities, improve people's livelihood, gain industrial advantages, and better serve the development of the entire industrial economy. In fact, through the study of blockchain technology, from one aspect or the signal released, it expresses the attitude towards innovation and leading of blockchain. I hope that in the development of blockchain, we can first have our own core technology, and we must In today's fierce international competition, we are in a leading position.
5) It is to enhance market confidence in the entire blockchain industry, especially in the application and development of blockchain technology. This has greatly improved market confidence, which is bound to attract more people in the next period of time. More, including the capital market and more talents and research applications will enter this field. More capital, more manpower, and more other social-related aspects including the rule of law and legislation, and multi-faceted attention, will better promote the application and implementation of the entire blockchain technology. This is my opinion on the area. Four points or summary of blockchain technology learning.
If you have been paying attention to blockchain for a long time, in fact, from the national level, including the "13th Five-Year Plan", blockchain technology has been included in the "13th Five-Year Plan" as an important link with artificial intelligence, Big data and cloud computing are being developed as parallel technologies, including the introduction in the second half of 2018, when the Cyberspace Administration of China issued a filing for blockchain application services, which actually affects the development of the entire blockchain from all aspects. Act as a positive guide or protector.
Of course, when it comes to blockchain, everyone may have said in their previous understanding that blockchain will always think of currency speculation and the like. Digital currency is actually only a relatively narrow area of the blockchain field. , we now include support from the mainstream of modern society or the national level, more support for the application of blockchain technology in real industries, empowering the development of real industrial economies
The core advantage of blockchain technology is decentralization ization, which can realize decentralization in a distributed system where nodes do not need to trust each other by using data encryption, timestamps, distributed consensus and economic incentives.It provides a solution to the common problems of high cost, low efficiency and insecure data storage in centralized institutions through point-to-point transactions, coordination and collaboration of centralized credit.
The application fields of blockchain include digital currency, certificates, finance, anti-counterfeiting and traceability, privacy protection, supply chain, entertainment, etc. With the popularity of blockchain and Bitcoin, many related top domain names have been registered. , which has had a relatively large impact on the domain name industry.
『二』 How will China promote the development of the blockchain industry in the future
The blockchain industry is on the eve of the explosion of applications
Blockchain as an underlying technology With the support of policy trends, it is attracting more and more explorations of application implementation. At the 2019 Future Business Ecological Link Conference held recently, Zhu Youping, deputy secretary of the Party Branch of the China Economic Network Management Center of the National Information Center, pointed out that after 11 years of trial and error, the blockchain technology has basically become commercially available, and the industry has now reached an application explosion the night before.
Wu Xiaochuan, a senior expert in blockchain development at Zhongan Technology, told a reporter from the 21st Century Business Herald that the biggest difficulty in implementing the current blockchain industry is how to map the physical world and the blockchain world one by one. This requires a multidisciplinary effort to resolve. Internet of Things technology is an important part of it. With the support of 5G, cloud computing and other technologies, the future will bring more complements and support to the implementation of blockchain technology.
According to analysis agency Tractica, the global enterprise blockchain market will reach US$20.3 billion by 2025.
Key nodes in promoting technology and standards
Compared with other underlying technologies, blockchain has also gone through a relatively tortuous development process. In the integration of multiple technologies and the implementation of its own standards, There is still some way to go in terms of ranking.
In his speech at the aforementioned conference, Zhang Xiaojun, head of Huawei’s blockchain, pointed out that today’s blockchain technology is more like the development stage of the Internet in 2002-2003. If blockchain-related standards can mature in 2020, including cross-chain standards, storage standards, and standard data format storage, large-scale commercial use will be accelerated in 2021.
my country’s blockchain industry is still in its infancy, but with the continuous support of national policies, the continuous advancement of industry technology and the increasing demand in downstream application fields, my country’s blockchain industry is expected to continue to maintain high speed increase. In 2011, the market size of my country's blockchain industry was less than 6 million yuan. By 2018, the market size of the blockchain industry had grown to 67 million yuan, maintaining a rapid growth rate of more than 80%. It is expected that in 2022, driven by policy support and downstream demand, the market size of my country's blockchain industry is expected to exceed 450 million yuan.
China’s blockchain industry market size statistics and growth forecast from 2015 to 2022
Data source: compiled by Qianzhan Industry Research Institute
"The biggest advantage of blockchain is security. Even financial transactions with high security requirements can be completed here, but the biggest drawback is low efficiency." Zhu Youping pointed out to the 21st Century Business Herald reporter that in 5G and even future quantum computing With the support of technology, these weaknesses will be quickly replenished.
For more data sources and analysis, please refer to the "In-depth Analysis Report on Business Model Innovation and Investment Opportunities in China's Blockchain Industry" released by the Qianzhan Industry Research Institute. At the same time, the Qianzhan Industry Research Institute also provides industry big data, Solutions for industrial planning, industrial declaration, industrial park planning, industrial investment promotion, etc.
『三』 The concept of blockchain is generally rising, and attention is paid to its strategic position
Disk observation
As of the close, the Shanghai Stock Exchange Index reported 2980.05 points, up 0.85%, the Shenzhen Component Index reported 9801.87 points, up 1.46%; the Chuang Index reported 1704.42 points, up 1.74%. Looking at the market, blockchain, digital China, and domestic software were at the top of the list of sector gains, while the aquaculture, banking, and Guangdong Free Trade Zone sectors were at the top of the list of declines.
Outlook
In today’s market, the stocks of blockchain concepts have risen without any doubt. The reason is very simple. On the afternoon of October 24, the Political Bureau of the CPC Central Committee held its 18th collective study session on the current status and trends of blockchain technology development. During the meeting, it was clearly stated that blockchain will be an important breakthrough for independent innovation of my country's core technology, and that it will accelerate the promotion of blockchain technology and industrial innovation and development, and conduct basic and innovative research on blockchain and promote blockchain and the real economy. Deep integration and other aspects have put forward requirements. This news caused a huge shock in the external market. What is more prominent is that a certain Chinese concept stock that laid out the blockchain in 2014 achieved a one-day doubling after the news came out last weekend, with an overnight increase of 108%. At the same time, Bitcoin’s price surged by 40% and exceeded the $10,000 mark, driven by the expectation of the third halving. (There is a big difference between blockchain technology and Bitcoin, which investors also need to study clearly.)
Blockchain technology can solve the problems of trust and rules, and will be experienced in the medium and long term. Infrastructure, practical applications and industrial changes are expected to truly bring social value. This technology should be the first to be applied in the fields of finance, judicial administration, and digital currency. It is recommended to pay attention to industry leaders, information technology companies, and related hardware support companies with certain technical reserves.
Operational Strategy
In the short term, the blockchain industry may gain more attention from the application perspective, but the basic technology and security governance industries that receive less attention may become cost-effective. Higher investment direction. [Investment Consultant Wen Fu, Practice Certificate No.: S0260611050006]
『四』How to effectively promote the innovative application of blockchain technology in the financial field
China Securities Regulatory Commission On February 24, the meeting issued the No. 03009 of the Fifth Session of the 13th CPPCC National Committee (Finance, Taxation and Finance 199No.) Proposal Reply Letter. Proposed: According to the "Notice on Issuing the National Blockchain Innovation Application Pilot List" by the Cyberspace Administration of China, the People's Bank of China and the China Securities Regulatory Commission actively cooperated with the Cyberspace Administration of China to carry out the pilot work of the National Blockchain Innovation Application and took the lead in establishing the pilot list. Huaitai has established national pilot projects in the characteristic fields of "blockchain + equity market" and "blockchain + trade finance" to effectively promote the innovative application of blockchain technology in the financial field.
With the encouragement and support of multiple policies and financial regulatory authorities, it means that electronic signatures will become a digital business processing tool for financial institutions to realize online business. In the future, electronic signatures and electronic contracts have become the general trend!
Ebaoquan’s brand Junzizhuan, as a professional blockchain electronic signing platform in China, has been committed to creating a one-stop full ecological financial closed-loop service for financial institutions for many years, from signing to depositing certificates to lending. A complete set of mature, reliable and secure blockchain electronic contract solutions helps financial institutions reduce costs and increase efficiency while improving risk management and control capabilities and effectively promoting the development of online business.
In addition to mature and reliable solutions, Junzi Sign has also successfully applied blockchain technology in the financial industry.
At present, the Junzi Signing Platform has established cooperation with many large domestic banks and achieved efficient business development.
Open up authoritative institutions such as Internet courts, notary offices, judicial appraisal centers, and arbitration committees to create a judicial support service system in Qiangming Town, which can provide complete evidence storage, evidence consolidation, and evidence production services. Compared with paper contracts, it has More rigorous and safe legal effect.
『Wu』What kind of disruptions has blockchain brought and why can it become a national strategy
The disruptive characteristics of blockchain lie in the following four aspects: 1. Transparency. The data records of the blockchain system are transparent to the entire network nodes, and the update operations of the data records are also transparent to the entire network nodes. This is the basis for the trust of the blockchain system. Since the blockchain system uses open source programs, open rules and high participation, blockchain data records and operating rules can be reviewed and traced by nodes throughout the network, with high transparency.
2. Openness. The blockchain system is open. Except for the private information of the parties directly related to the data, which is always encrypted, the blockchain data is open to everyone (except for blockchain systems with special permission requirements). Anyone or participating nodes can query blockchain data records or develop related applications through public interfaces, so the entire system information is highly transparent.
3. Information cannot be tampered with. Once the information of the blockchain system is verified and added to the blockchain, it will be permanently stored and cannot be changed (except for systems such as private blockchains with special change requirements). Unless more than 51% of the nodes in the system can be controlled at the same time, modifications to the database on a single node are invalid, so the data stability and reliability of the blockchain are extremely high
4. Decentralization. Decentralization is the most basic feature of blockchain, which means that blockchain no longer relies on central processing nodes and realizes distributed recording and storage of data.and updates. In a traditional centralized network, attacking a central node can destroy the entire system. However, in a decentralized blockchain network, attacking a single node cannot control or destroy the entire network or more than 5% of the nodes in the network. It's just the beginning of gaining control. 2019 is the first year of commercial application of blockchain technology, and favorable policy incentives will make the development of blockchain technology more stable.
As the application of blockchain technology gradually penetrates into many fields such as digital finance and the Internet, everyone has a clearer understanding of the value of blockchain.
Blockchain has formed a global competition situation. All countries are seizing development opportunities, and China cannot lag behind; therefore, it is understandable that blockchain has become a national strategy.
『Lu』 What signals does the blockchain 3.0 era give us?
In 2020, blockchain was included in the category of "new infrastructure" by the country, and at least 7 provinces Introduce blockchain support policies. In the same year, blockchain technology was gradually moving from concept to implementation, with many application scenarios blooming. Various industry applications of "blockchain" have become a symbol of the continuous maturity of blockchain.
The development status of "blockchain" in 2020
In 2020, the COVID-19 epidemic swept the world, and the uncertainty of world economic development increased significantly. Governments and enterprises of various countries are exploring the use of emerging technologies to reduce economic and social operating costs, improve the operating efficiency of the real economy, and further find new growth points for economic development.
At present, blockchain is cross-innovating with new technology infrastructure such as cloud computing and artificial intelligence. More and more vertical fields of the real economy are showing the development pattern of "blockchain" and the "elimination trend". "real" good momentum.
In order to avoid turning reality into fiction, in addition to continuing to severely crack down on speculation, we must also guide the deep integration of blockchain technology with practical application scenarios. Therefore, various industrial application scenarios of "blockchain" have become one of the inevitable trends in the development of blockchain.
According to the "Blockchain White Paper (2020)" recently released by the China Academy of Information and Communications Technology, as of October 2020, more than 262 listed companies have been involved in the blockchain field, each from insurance , real estate, commercial department stores, security equipment, packaging materials, telecommunications operations and other 39 fields. In the blockchain information service registration list released by the State Internet Information Office, there are 45 blockchain projects of listed companies.
Among them, finance is the most explored scenario among blockchain technology application scenarios, with specific projects implemented in subdivisions such as supply chain finance, trade finance, payment and settlement, and fund management. The white paper shows that as of November 2020, among the domestically registered blockchain information services, the number of projects in the financial (including supply chain finance) field ranks first, accounting for as high as 36%.
As the implementation of blockchain applications accelerates, "blockchain" business has become the focus of development for Internet backbone enterprises to enter the blockchain industry. In addition to financial business, they actively deploy the Internet, traceability, and supply. chain&Applications in logistics, digital assets, government affairs and public services, intellectual property, law, medical and other fields.
At the same time, the industry is gradually understanding that blockchain is the basic component of trusted transactions, but this does not mean that blockchain can conquer the world. Blockchain needs to be combined with other technologies such as artificial intelligence, Internet of Things, big data, 5G, etc. to use synergy to form integrated solutions to jointly promote digital transformation.
According to relevant data, the current application of blockchain is mainly in the field of certificate storage. Blockchain has entered into how to make it better from an engineering perspective, more credible, more stable, and more scalable. Well, a stage that can accommodate more nodes. He Baohong, director of the Institute of Cloud Computing and Big Data of the China Academy of Information and Communications Technology, believes that this process will continue for some time or longer. In the next step, blockchain technology competition will shift from engineering optimization and improvement to technology ecology and business ecology.
In addition, it is understood that the blockchain industry is improving in the long term, and industry cognition has returned to rationality. With the central government's planning and guidance for the development of blockchain technology, my country's blockchain has clarified the development ideas based on the alliance chain, focusing on serving the real economy and optimizing public services, and the direction of industrial development has become clearer. At this stage, the confidence of the majority of practitioners in blockchain continues to improve, and the long-term strategic value of blockchain is generally recognized.
What is the prospect of “blockchain” in 2021?
As my country’s blockchain industry chain gradually improves, most blockchain companies not only focus on one aspect, but also show a trend of coordinated development in multiple fields. According to statistics, among the 801 blockchain information service registration lists released by the Cyberspace Administration of China, Beijing, Guangzhou, Shanghai, Zhejiang, Jiangsu, and Shandong are the provinces and cities with the most registered companies.
The core role of blockchain corresponding to its technical characteristics is mainly reflected in the three aspects of certificate storage, automated collaboration and value transfer. As its value potential is constantly being explored, application scenarios have evolved from the breakthrough point of finance. , and gradually expanded into many fields such as the real economy, government affairs and people's livelihood.
The core value of blockchain for the real economy is to promote efficient collaboration between upstream and downstream industries and improve the efficiency of industry-finance integration. In the early stages of development, the blockchain application model mainly focused on the storage of documents, contracts, etc. At this stage, blockchain industry applications are gradually moving towards automated collaboration and value interconnection such as government data sharing, supply chain sales collaboration, and cross-border trade.
2020 is the warm-up for 2021. In 2021, the use of blockchain, distributed ledgers, and smart contract tools will continue to grow as it did in 2020. With the continuous deepening of blockchain technology, the foundation of the blockchain industry will become better and better, the industrial ecology will also develop rapidly, and the industrial chain will become increasingly widespread.
From the perspective of industrial structure, the blockchain industry is mainly divided into four parts: underlying technology, platform services, industrial applications, and peripheral services.
The first three parts show a relatively obvious upstream and downstream relationship. The underlying technology part provides the necessary technical products and components of the blockchain, and the platform service part is based on the underlying technology.Technology is used to build a blockchain platform that can run corresponding industry applications. The industrial application part mainly uses blockchain technology to develop industry applications based on the actual scenarios of each industry and realize the innovation of business collaboration models within the industry.
The peripheral services part provides supporting services to the industry, including industry organizations, market research, standard formulation, system evaluation and certification, industry media, etc., to provide impetus for the development of industrial ecology.
Among them, as far as the industrial application of blockchain is concerned: Blockchain is the innovative development result of information technology, and it is also the main booster for the reconstruction of business processes and the innovation of industrial interaction models in various industries.
Blockchain has gradually expanded from the initial digital finance to supply chain finance, product traceability and other fields. Now it has been explored and applied in government affairs, people's livelihood, industrial management and other industries, and its application scenarios are becoming increasingly rich, presenting It has shown a development trend of deep integration with other industries.
At present, domestic enterprises are focusing on the development of applications related to serving the real economy and improving government affairs and people's livelihood. Among them, supply chain finance and product traceability have accounted for half of all applications. Others, such as government affairs and people's livelihood, have become the future of manufacturers. Key layout areas are about to experience explosive growth.
After blockchain investment cooled down in 2020, the blockchain industry may begin to gradually become more rational in 2021. However, a relatively complete industrial chain and active market entities provide a good foundation for the integrated development of the blockchain industry. The blockchain industry will also show a positive development trend in terms of policy support, ecological construction, platform services, application implementation, and integrated innovation.
『撒』 What is blockchain in popular terms and what does it mean? What is China’s attitude towards blockchain?
Blockchain is an important concept of Bitcoin. It is essentially a decentralized database and serves as the underlying technology of Bitcoin.
『8』 Does the country have strong support for blockchain?
In general, the country’s support for blockchain is getting stronger and stronger, including Policy preferences and financial support. More than half of the provinces and cities across the country have included blockchain in the 2020 government work report. In addition to first-tier cities such as Beijing, Shanghai, Guangzhou and Shenzhen, central and western cities such as Gansu, Ningxia, and Xinjiang have also joined the blockchain technology research and application camp. Developed cities in the east continue to play a leading role in technological research and application innovation; cities in the central and western regions adapt to local conditions and combine new technologies to accelerate digital economic transformation. This year, the Central Bank, the Ministry of Transport, the State Administration of Foreign Exchange, the State Administration of Radio, Film and Television, the Ministry of Justice, the Ministry of Agriculture and Rural Affairs, etc., have respectively proposed the use of blockchain technology to accelerate the development of applications in various fields. Many other provinces and cities have also continued to introduce new policies, most of which are special support policies for blockchain. It is expected to build more industrial parks and open up more
『九』 It is 2021, and my country’s blockchain technology will develop in the future. What is the trend?
Domestic blockchain technology has been conceptualized a few years ago and has now been widely used in actual business scenarios, such as the rice we eat and the two-dimensionalCode
Tracing is the applied blockchain technology. Companies like Shanghai Wanglian Technology entered the market earlier and are currently developing very well.
『Shi』The government’s development of blockchain links
With the further development of blockchain technology and the technology being elevated to a national strategic level by the government, it has effectively accelerated and Promoted the comprehensive development and layout of blockchain technology. In the face of this epidemic, blockchain technology, while giving full play to its own advantages, cooperates with artificial intelligence, big data, Internet of Things, cloud computing and other technologies to play a role in government affairs management, supply chain finance, charitable donations, logistics and transportation, etc. It has produced huge effects and effects, which has brought blockchain technology to a higher level of attention. It has not only promoted the exploration and involvement of blockchain technology in various industries, but also enabled governments at all levels and central enterprises to The blockchain field is making full efforts and actively deploying! Next, let’s take a look at the recent related actions and plans of local governments and national functional departments in the field of blockchain! Legal basis: Article 9 of the "Regulations on the Establishment and Establishment Management of Local People's Government Organizations at All Levels". For the establishment, cancellation, merger or change of specifications and names of administrative agencies of local people's governments at all levels, the people's government at the same level shall propose a plan, which shall be approved by the next higher level. After review by the people's government organizational establishment management agency, it shall be reported to the people's government at the next higher level for approval; among them, the establishment, cancellation or merger of administrative agencies of local people's governments at or above the county level shall also be reported to the Standing Committee of the People's Congress at the same level for record in accordance with the law. Article 10 If the administrative agencies of local people's governments at all levels have the same or similar responsibilities, they shall, in principle, be undertaken by one administrative agency. If there are any disagreements between administrative agencies on the division of responsibilities, they should take the initiative to negotiate and resolve them. If consensus is reached through consultation, it shall be reported to the institutional establishment management authority of the people's government at the same level for record; if there is disagreement after consultation, the establishment management authority of the people's government at the same level shall be submitted to provide coordination opinions, and the establishment management authority shall report it to the people's government at the same level for decision. Article 11 The establishment of deliberation and coordination bodies by local people's governments at all levels shall be strictly controlled; if the functions can be delegated to existing agencies or the problems can be solved through coordination by existing agencies, no separate deliberation and coordination agencies shall be established. A discussion and coordination body established to handle a specific task within a certain period of time should clearly stipulate the conditions and time limit for its cancellation. Article 12 The deliberation and coordination agencies of local people's governments at or above the county level do not set up separate offices, and the specific work is undertaken by the relevant administrative agencies. Article 13 The administrative agencies of local people's governments at all levels shall establish necessary internal agencies based on work needs and the principle of leanness. The establishment, cancellation, merger, or change of specifications or names of internal agencies of the administrative agencies of local people's governments at or above the county level shall be submitted to the administrative agency of the people's government at the same level for approval.