The alliance chain has entered the golden age
Editor's Note: This article comes fromChain catcher (ID: iqklbs), Author: Hu Tao, reproduced by Odaily with authorization.
Editor's Note: This article comes from
Chain catcher (ID: iqklbs)
, Author: Hu Tao, reproduced by Odaily with authorization.
Due to well-known reasons, the application of blockchain technology has now been highly valued by all aspects of society and has become one of the emerging technology industries with the most development potential. As the two forms of blockchain network, public chain and consortium chain are the undoubted main carriers in the upsurge of blockchain technology. The degree of control is higher, so it is more favored by all sectors of the domestic society than the public chain. Therefore, the major alliance chain platforms in China have recently become dazzling stars in the political and corporate circles and the capital market, ushering in unprecedented development opportunities. secondary title Development history and evolution The concept of the alliance chain first emerged around 15 years ago, and now the famous R3 alliance and Hyperledger were both born in that year, becoming the earliest explorers in the alliance chain industry. Since then, the consortium chain has begun to take root in the country. Technicians from companies such as Tencent and Ali have gradually noticed this technical concept and began to practice it on a small scale. Some entrepreneurs also started their businesses for the consortium chain. The core value of the blockchain is to provide trust. However, compared with the public chains that emerged at the same time, the alliance chain does not involve the issuance and hype of "tokens". At the same time, it has a node access mechanism, and its data and transaction processing capabilities are significantly higher. , so it is more suitable for application in the real industry at the current stage. However, in 2017-18, the importance of the blockchain technology and even the alliance chain has not been recognized as it is today. The alliance chain companies are mainly investing a lot of resources in blockchain technology research and development and path exploration, and are beginning to try in some business scenarios. Looking for external partners to practice, but because the outside world generally doubts and does not understand the early blockchain technology, this process is not easy. The founder of a well-known alliance chain company told the chain catcher that every time the company actually contacts six or seven potential customers, it can convert a real customer. At this stage, due to their rich scenarios, large Internet companies such as Ali and Tencent gradually began to explore the application of blockchain technology in public welfare, traceability and other businesses. At the same time, the financial industry, which is most affected by blockchain-based cryptocurrencies, has also realized the potential prospects of blockchain technology, and has begun to explore the application of alliance chains in the financial field independently or jointly with blockchain startups. At the same time, the form and structure of alliance chains are also evolving. Many alliance chains have set up roles similar to super administrators in their networks, which can set different permissions for specific users, such as emergency braking of data transmission, etc. operation, which makes the alliance chain more and more open in terms of controllability. In October 2019, the Political Bureau of the Central Committee conducted a collective study on the development status and trends of blockchain technology. As the main form of blockchain technology, the alliance chain has received widespread attention and attention from the public for the first time. The alliance chain industry is truly Entering its golden stage of development. "Since the end of October, our consultation volume has increased by five or six times. Another obvious change is that users have a deeper understanding of blockchain technology than before, and generally have some self-education." Xita Technology Marketing director Kong Qingyang said. At the same time, several other alliance chain companies interviewed by the chain catcher have similar situations. Behind the excellent market situation, the pattern and model of the alliance chain industry have basically taken shape, laying a good foundation for the implementation of blockchain technology in the future. From the perspective of usage, the current usage of the alliance chain can be divided into two categories. The first type is the self-operated platform model. It is built on its alliance chain platform; the second type is the project-based model, which uses its own existing blockchain general underlying architecture and code to develop and build alliance chains for specific scenario business for external organizations. Chen Haoming, general manager of Data Qin Technology's security department, further pointed out that the first type of model is mostly used by the enterprise's own business, and the second type of model is mostly used by government and enterprise units. "The current first type of model will be more practical, because this type of platform needs to consider profitability and future prospects. If it is not done well, customers will not pay the bill, while the second type of model has a wider range of exploration and is currently developing very fast. Quickly." Chen Haoming added. From the perspective of the promoters, the main forces in the domestic alliance chain industry can be divided into three categories, namely large Internet companies, blockchain start-up companies, and official institutions. Most of them have the dual identities of both technology developers and application practitioners . Large-scale Internet companies are represented by Ali and Tencent. They have sufficient technical research and development strength and rich government and enterprise customer resources. They have been in the field of blockchain technology for many years and have launched the BAAS blockchain service platform. The exploration and practice of e-commerce, finance and other scenarios, on the one hand, export its blockchain solutions to a large number of external scenarios, and the richness of landing scenarios is quite leading. Blockchain start-up companies are represented by companies such as Qulian Technology, Bubi Technology, and Xita Technology. Most of these companies have also been in the blockchain field for 2-3 years. Based on their alliance chain platforms, they are used in different blockchain applications Scenarios launch business solutions and gain certain influence in the industry. However, judging from the trend in recent months, official institutions have gradually become the leading party of alliance chains, and many alliance chains initiated by official institutions have entered the market. Gain an innate advantage.2019 is an ordinary year with few breakthroughs for the public chain, but it is the most exciting and glamorous year for the alliance chain in many years.
According to the observation of the chain catcher, there are currently two influential official alliance chain platforms. The blockchain service network (BSN) initiated by the center.
Especially the latter BSN, its member units include China UnionPay, China Mobile, China Telecom, CMB International, WeBank, Huobi China and other well-known institutions, and the root key of the entire network is generated and managed by the State Information Center, and With the support of operators, it is planned to establish BSV nodes in each city, build a public blockchain service infrastructure network covering the whole country, and provide empowerment for government affairs, people's livelihood, commerce and other fields, which can be called ambitious.
In fact, almost every alliance chain platform has a grand vision, aiming to become a general infrastructure in the blockchain era, and the richness and depth of application scenarios will become a direct reflection of its strength.
secondary title
Scenarios such as supply chain finance are developing rapidly
In the alliance chain industry, many alliance chains have launched their blockchain solutions in many scenarios such as people's livelihood, finance, and business. Ant Blockchain even claims that it has covered more than 40 application scenarios, but in fact most of the scenarios are still Experimental and pilot status, and the sense of existence and practicability in the daily life of the public is low.
In other words, the scenario-based application of alliance chain technology does not mean that the technology has been truly implemented. Since the technical application threshold of alliance chain is not high, many scenarios are still in the state of "pseudo-implementation". Only by overcoming the problems, or improving efficiency or reducing costs, will it be possible to achieve larger-scale applications and be recognized by the industry. At the same time, from the general point of view of the industry, if there are multiple participants in a business that have a cooperative relationship, and each other has a high degree of informatization, alliance chain technology can be applied to improve efficiency.
At the level of many scenarios, supply chain finance is a scenario where major alliance chains are focusing their efforts, and it can also be regarded as the scenario with the most abundant practical cases and the most participants in the current alliance chain. The logic is not difficult to understand. The phenomenon of financing difficulties for small and medium-sized enterprises has existed for a long time. The difficulty lies in the difficulty in achieving trust between banks and enterprises. The data is transferred step by step on the blockchain, making it easier for banks to evaluate the company's funds and business conditions and provide financing.
"To put it more vividly, many companies will form claims on accounts receivable during the trade process. If they want to use these claims for financing, they need detailed transaction records. In fact, the leading actions are not credible. This is like two people chatting and sending the chat records to the third person. The probability of fraud is high, but if the blockchain logic is used to solve the problem, each other can see the chat in the group chat. A trustworthy ledger has been formed.” Zhang Mingyu, co-founder of Bubi Blockchain and CEO of Yinuo Finance, said.
According to public reports in early December, the platform has been connected to more than 170 commercial banks and served 1,662 companies in the past six months, 75% of which are small, medium and micro enterprises, and the financing amount has exceeded 9.5 billion US dollars. Fan Guifu, chairman of Zhongchao Credit Card, talked about four advantages when talking about why the platform can achieve this result. First, it eliminates information asymmetry and avoids false financing; second, it solves the interaction problem between commercial banks and solves the The problem of repeated financing; the third is to provide a national sharing platform to improve the efficiency of online financing; the fourth is to provide a penetrating regulatory tool for regulators so that they can issue corresponding policies in a timely manner.
The blockchain + supply chain financial platform "Bubi Yinuo Finance" launched by Bubi Blockchain in June 2017 has also achieved good performance. The official said that the platform has raised more than 16 billion yuan in the past two years and registered more than 3,000 companies. Home, and has reached cooperation with large customers such as Foxconn, Panzhihua Iron and Steel, SDIC Beijiang Power Plant, Bank of Guiyang and China Merchants Bank.
The judicial scene is also one of the most practiced scenes of the alliance chain at present. The logic is that the current Internet data is easy to be tampered with and forged. Ordinary users need to face a very complicated evidence collection process if they need to obtain evidence to protect their rights. Blockchain technology can The user's operation behavior on the platform is recorded on the blockchain, making the whole process of electronic data generation, storage, dissemination and use credible. Judicial identification centers, courts and other units, it is more credible for these institutions to witness the process of electronic data circulation.
At present, the effectiveness of alliance chains such as Ant Blockchain, Baidu Super Chain, and Baoquan Chain in terms of blockchain deposit certificates have been recognized by Internet courts in Hangzhou, Beijing, and Guangzhou, and many cases have been formed. For example, in June 2018, Hangzhou The Internet court once used the information stored in the security chain to conduct the first instance of an information network dissemination right infringement case and helped the plaintiff win the lawsuit.
secondary title
Future development prospects and problems
Under the thriving performance, the alliance chain also has its inherent problems that cannot be ignored, which will affect the development space and situation of the alliance chain in the future.
"These consortium chains on the market today rarely announce their own bookkeeping nodes or are very vague. Some may not have real external nodes and do not truly achieve distributed bookkeeping." Zhang Mingyu told the chain catcher Point out a very sharp question.
Distributed bookkeeping is one of the basic principles of open, transparent and verifiable blockchain technology. However, most alliance chain platforms have not announced the specific identities of their bookkeeping nodes, which will obviously affect the development of the industry. worry. Chen Haoming believes that this may be because some nodes are unwilling to disclose their identities to the outside world, or the operation of the relevant mechanism is not yet mature. In the future, more peers in the industry should actively disclose their node identities and data to further enhance their credibility.
