Trillion blockchain blue ocean under the wave of new infrastructure
What is a blue ocean? First of all, it is an economic term. The so-called blue ocean refers to the unknown market space, while the red ocean refers to the known market space. Generally, the choice faced by entering the market is to open up a new path in the blue ocean or to fight a bloody path in the red ocean, which is used as a metaphor for the choice of survival in the market space. Secondly, the blue ocean is an emerging market without vicious competition and full of profits and temptations.
secondary title
New infrastructure
Let's take a look at the new infrastructure first. First of all, the concept of new infrastructure has been put forward for a short time. New infrastructure is a new type of infrastructure construction, which was proposed at the Central Economic Work Conference in December 2018. The meeting redefined infrastructure construction, defining 5G, artificial intelligence, industrial Internet, and Internet of Things as "new infrastructure construction."
As the foundation of the country and the foundation of the people, infrastructure construction takes a long time to build, has a wide range of influence, and a wide range of laying, so it is impossible to quickly advance or complete the construction process in a short period of time. From the perspective of future economic transformation and upgrading, my country should still be in the initial stage of "new infrastructure" development, and the deficiencies in "new infrastructure" should be on par with the world's highest level and surpass it.
The new infrastructure includes 5G, artificial intelligence, big data, industrial Internet, blockchain and many other technical fields. The construction cost is high and the technology is high-tech. Therefore, in terms of promoting the construction, it requires a lot of manpower, material and financial resources. It also needs to cooperate with various high-tech There is still a lot of preparatory work to be planned for the cost of talents and basic materials that match the technology, as well as the interconnection of various technologies. At the same time, under the influence of various factors such as my country's vast land and large population, the new infrastructure may take a certain amount of time in the process of comprehensive construction.
Despite this, the new infrastructure is still a task that is placed in an important strategic position. After the concept of "new infrastructure" was proposed in 2018, it was subsequently included in the 2019 government work report. Since then, reports on speeding up the progress of new infrastructure construction have been mentioned in many important meetings. On April 20, 2020, Wu Hao, director of the Department of Innovation and High-Tech Development of the National Development and Reform Commission, said at a press conference of the National Development and Reform Commission that the new infrastructure includes three aspects: information infrastructure, integrated infrastructure, and innovative infrastructure.
The information infrastructure includes new technology infrastructure represented by blockchain and artificial intelligence. This year, new infrastructure construction was once again included in the 2020 Government Work Report. The government work report mentioned that it will focus on supporting the "two new and one heavy" constructions that not only promote consumption and benefit the people's livelihood, but also adjust the structure and increase stamina. One of the "two new" refers to strengthening the construction of new infrastructure.
As a result, the discussion on the term "new infrastructure" has become a hot topic, and governments around the world are paying more and more attention to new infrastructure. According to the "Securities Daily" survey, investment projects in various places are mostly focused on "new infrastructure" projects that focus on new formats such as blockchain. Here, according to the incomplete statistics of 52cbdc, the provinces and cities have made the following relevant deployments:
On April 3, the groundbreaking ceremony for key new infrastructure projects in Jiangbei District, Chongqing was held at the Changan Automobile Global R&D Center. The total investment of the project is 8.58 billion yuan, 15 major projects have started intensively, and the journey of new infrastructure construction in Jiangbei District in 2020 will start. This "new infrastructure" is mainly reflected in the "digital infrastructure", including 5G networks, cloud computing, blockchain and other fields. On April 24, the Shaanxi Provincial Development and Reform Commission issued a notice on conducting research on major new infrastructure projects such as "5G+ data centers". The notice stated that in order to accelerate the construction of new infrastructure such as 5G networks, data centers, and blockchains, the Shaanxi Provincial Development and Reform Commission has launched research on the planning and research of major new infrastructure projects such as "5G+data centers" to promote and support a number of new infrastructure projects as soon as possible.
On March 29, Guangzhou also released the country's first industrial policy for "new infrastructure" to create a new digital economy highland where key technologies such as blockchain are integrated and developed. On May 8, Guangzhou held the signing and unveiling of the first batch of major new digital infrastructure projects. A total of 73 projects were signed, with a total investment of about 180 billion yuan. It is reported that the projects signed in this round include information infrastructure projects represented by 5G and blockchain, fusion projects represented by smart cities, and "hard core headquarters" innovation represented by Huawei and Baidu. class items. These projects will help improve the quality and growth of the city's new digital infrastructure, and create a trillion-scale increase in the future digital economy. Recently, the Deep Reform Committee of the Guangzhou Municipal Party Committee issued the "Implementation Opinions on Improving the Major Epidemic Prevention and Control System and Mechanism and Improving the Public Health Emergency Management System", showing that Guangzhou will use "new infrastructure" such as big data and blockchain to build a municipal health emergency command and decision-making system. .
In addition, Shandong Province, Hubei Province, Qingdao and many other places have made relevant plans and deployments to promote the construction of new infrastructure such as 5G and blockchain around the new infrastructure field. "China Business Daily" once stated that the 25 trillion key projects and new infrastructure concepts released by seven provinces and cities instantly ignited the enthusiasm of the capital market.
blockchain
blockchain
Next, let's look at the blockchain. What is the blockchain, we will not repeat it here, but briefly mention the development process of the blockchain. In 2008, Satoshi Nakamoto first proposed the concept of blockchain, which became the core component of the digital currency Bitcoin. Year 2014,"Blockchain 2.0" has become a term for decentralized blockchain databases. On January 20, 2016, the Digital Currency Seminar of the People's Bank of China announced that it has achieved phased results in digital currency research. On December 20, 2016, China The FinTech Digital Currency Alliance and the FinTech Research Institute were formally established.
On January 10, 2019, the State Internet Information Office issued the "Blockchain Information Service Management Regulations". On October 24, 2019, during the 18th collective study of the Political Bureau of the Central Committee, the leaders of our country emphasized the need to "take blockchain as an important breakthrough for independent innovation of core technologies" and "accelerate the development of blockchain technology and industrial innovation". At this point, "blockchain" has officially entered the public's field of vision and has become the focus of society's attention.
As a new type of technology, blockchain technology is not yet fully developed, and there are still many technologies that need to be overcome. Furthermore, the core key points of decentralization of blockchain technology are currently controversial. In many aspects of enterprise layout, most of them are still in the preliminary exploration and research stage. Taking the application of blockchain in bill-related fields such as electronic invoices, China Business Daily once published an article stating that the overall development of the blockchain invoice industry is still in a transitional stage.
Many industry insiders interviewed by the newspaper also believed that testing the invoice scene can be regarded as an important practice of blockchain technology in the field of new infrastructure. However, there is still a long way to go for blockchain technology to promote the transformation of the tax department from "controlling taxes with tickets" to "controlling taxes with information" in the true sense. In particular, since electronic invoices have not yet been able to circulate across cities, the coupling problems involved in invoice circulation have not been systematically resolved, and the substantial value brought by blockchain invoices is still waiting to explode.
Even so, because the characteristics of the blockchain itself are of great significance for solving the long-standing malpractices of various industries, local governments and enterprises are also making continuous efforts in the research and industry integration of blockchain technology. According to the 45th "Statistical Report on Internet Development in China" previously released by China Internet Network Information Center (CNNIC), in terms of technology, the key technologies of the blockchain have made progress, the innovation of the underlying technology has continued to improve, and cross-chain technology has become a research focus. . In terms of application, the integration of blockchain technology and all walks of life is accelerating: blockchain government applications are implemented in the field of people's livelihood services, blockchain financial applications have achieved phased results, and blockchain-based supply chain systems have been used in actual business middle.
Not only that, in addition to local governments' active layout planning for high-tech fields such as blockchain (as mentioned in previous 52cbdc articles on blockchain news series), many important trade port areas and areas in my country will also High-tech technologies such as block chains are planned as important strategies:
On June 1, the Management Committee of Lingang New Area of Shanghai Free Trade Zone released the industrial function layout and planning concept design plan of "Information Flying Fish" global digital economy innovation island. "Information Flying Fish" will deploy emerging cutting-edge information industries such as artificial intelligence and blockchain. It will also promote the extensive and deep integration of blockchain with finance, logistics, medical care, energy and other industries.
On the same day, Chinese leaders issued important instructions on the construction of the Hainan Free Trade Port, emphasizing the construction of a free trade port with high quality and high standards. The "Overall Plan for the Construction of Hainan Free Trade Port" issued by the Central Committee of the Communist Party of China and the State Council proposes to focus on the development of the information industry with blockchain and digital trade. At the same time, it is necessary to strengthen the application of blockchain technology in intellectual property transactions and deposit certificates, and explore new models suitable for the development of free trade ports.
Encourage blockchain and other technologies to be integrated and applied to the modernization of the governance system and governance capabilities, and build a free trade port governance system with a complete system, scientific norms, and effective operation. Give full play to the role of "Internet +", blockchain and other modern information technologies, strengthen the orderly sharing of data, and improve the level of government services and governance. Build a national blockchain technology and industrial innovation development base in Hainan. Actively participate in the formulation of international rules for cross-border data flows, and establish standards and rules for data confirmation, data transactions, data security and blockchain finance.
On November 29 last year, Fan Yifei, deputy governor of the People's Bank of China, said in a speech on "New Journey and New Mission - 2019 Sina Golden Kylin Forum" that the People's Bank of China has built a trade finance blockchain platform in the Guangdong-Hong Kong-Macao Greater Bay Area. The amount has exceeded 70 billion yuan; the foreign exchange bureau has established a cross-border financial blockchain service platform with a total of 1,590 service companies.
In May of this year, Dai Huakun, a partner of Yida Capital, said in an interview with a reporter from the Securities Daily that from the perspective of current policy orientation, the Guangdong-Hong Kong-Macao Greater Bay Area will focus on technological innovation and emerging industries, benchmarking and connecting with the world First-class technological innovation industry chain, full of huge investment opportunities. In addition, the Greater Bay Area has a strong traditional manufacturing industry foundation and supply chain, and there will also be great investment opportunities in innovative fields such as big data, blockchain, and artificial intelligence.
Needless to say, Xiongan New District, as described in the article "Xiongan New District: Future Digital City "on the Blockchain" of the "China Xiongan" public account: "The first building built by Xiongan Buildings, the first tree planted, and the wages of every builder, the blockchain has been deeply integrated into the construction and development of Xiong’an New Area.” Since the establishment of Xiong’an New Area, whether it is project bidding, salary payment, The preparation and advancement of various tasks such as fund management, demolition and resettlement, flood control, and ecological protection have all applied blockchain technology.
Not only that, Xiongan New Area has also carried out in-depth cooperation and exploration in the blockchain field with many Internet giants such as JD.com and Ali, a number of green logistics platforms, and major banks. In order to better "on-chain" the future digital city, seize the high ground of science and technology, and guide the development of blockchain technology and industry norms, Xiongan New District has also started to build a blockchain technology innovation laboratory.
In late May this year, Li Jun, deputy director of the Xiongan Blockchain Laboratory, said in an interview: In the future, the Xiongan Blockchain Laboratory will work towards three goals. First, become a new highland for blockchain research and application. Second, become an open frontier innovation base. Third, explore a new model of laboratory economy. In the short term, it is necessary to perfect the blockchain technology, which is suitable for the type of "new infrastructure" planned by our country. First, do a good job in the blockchain data ecology, including confirmation of rights, sharing, transactions, etc. Second, use blockchain technology to do a good job in security issues in the field of information technology. Third, use blockchain technology to do a good job in urban governance.
Policy support, continuous benefits! The above major events and news about blockchain and new infrastructure are just the few that the author has sorted out in this field. Where is the blue ocean? The development space is large and the investment benefits are large. The long-term development of this field is promising. The Standing Committee of the Political Bureau of the Central Committee held on March 4 also proposed that "we must focus on mobilizing the enthusiasm of private investment" regarding new infrastructure investment. Then this means that the new infrastructure will not use the national team as the home court like the traditional infrastructure, and this move will greatly stimulate and enhance the enthusiasm and activity of private capital.
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