Produced | Odaily (ID: o-daily)
Produced | Odaily (ID: o-daily)
From self-talk to becoming mainstream, the alliance chain ushered in a real spring in 2019.
Although not all the on-chain scenarios that alliance chain companies focus on have real value, but compared with the more idealized and decentralized public chain design, the alliance chain has more to B this year under the strong support of policies. , The actual implementation of to G landing applications.
Practitioners refer to this phenomenon as the "industrial blockchain" era, and the alliance chain has also stood on the cusp of short-term traffic dividends.
How can the alliance chain, which has been criticized by public chain practitioners as "not a real blockchain", catch up step by step? Where are the opportunities for industrial blockchain? In 2020, how will the alliance chain break through and create a benchmark scene?
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Nearly 30 financings, more than 20 industrial parks are blooming everywhere
In order to clearly review the real situation of the positive industry in the past year, Odaily conducted a relatively comprehensive data statistics from the three perspectives of financing situation, industrial park development and favorable policies.
Statistics show that in 2019, there were nearly 30 financing events on the alliance chain track, the largest of which was as high as 1.961 billion yuan; a new industrial park in Jiaxing, Zhejiang, has a current occupancy rate of 40%; the remaining 20 industrial parks are also There are also certain development results in 2019, and the location of the industrial park is continuously introducing corresponding policy support.
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(A table of financing events related to the alliance chain in 2019 based on Odaily's data from platforms such as enterprise business cards and IT oranges.)
The chart data shows that in 2019, the largest financing attributable to blockchain track alliance chain companies 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 insurance policy management, anti-counterfeiting traceability, and supply chain finance based on Anlian Cloud. Solution, serving more than 300 customers, covering 10 fields including traceability, public welfare, government affairs, medical care, copyright, hotel, supply chain finance, insurance, points, and privacy data security.
Another large-scale financing event worthy of attention is the RMB 1 billion B-round financing from High Light Technology. This financing is led by Tencent and others. R&D investment in data and other technologies. Gaodeng Technology is currently serving the most popular Tencent blockchain electronic invoice application, and is one of the boosters of Tencent electronic invoices and blockchain electronic invoices.
2019 National Blockchain Industrial Park Status
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(The picture shows the development of blockchain industrial parks in various places in 2019. The data comes from public information such as Internet Pulse, Zero One Think Tank, etc.)
According to statistics, currently 11 provinces and municipalities in my country have their own blockchain industrial parks. The distribution of blockchain industrial parks shows that East China has the largest number, and South China, North China, and Central China are trying to catch up.
In 2018, the blockchain industrial parks were more deserted and unoccupied. Industrial parks in some areas handed over relatively good transcripts in 2019, such as Hunan Xingsha Blockchain Industrial Park, Guangzhou Blockchain International Innovation The Center, Hainan Ecological Software Park, Jiangxi Ganzhou Blockchain Financial Industry Sandbox Park, Chongqing Blockchain Industry Innovation Base, Shanghai Blockchain Technology Innovation and Industrialization Base, etc. have signed more than 40 enterprises to settle in the park.
In 2019, a new industrial park was added - Zhejiang Jiaxing Blockchain Industrial Park. according toDaily chain news report, the current occupancy rate of the industrial park has reached 40%.
Favorable policies of the city where the park is located in 2019
【Chongqing】
1、Chongqing Economic and Information Commission: 2-5 blockchain industry bases will be cultivated
3. The Chongqing Economic and Information Commission issued the "Notice on Further Promoting the Healthy and Rapid Development of the Blockchain Industry",A public service platform for the blockchain industry will be built to provide investment and financing services for blockchain companies
【Hebei】
【Hubei】
1、Wuhan government will introduce blockchain support policies
2、Wuhan Blockchain Alliance was formally established
【Hunan】
【Jiangxi】
2、Blockchain + digital economy ecological village settled in Shangrao, Jiangxi
【Hainan】
1、HainanTen policies to accelerate the development of the blockchain industry will be introduced soon
2、HainanOfficial release of "on-chainHainan"plan
3、HainanThe blockchain pilot zone released special measures for "six chains"
4、The Ministry of Industry and Information Technology issued a plan to supportHainanDevelop 17 projects including blockchain industry
【Guangdong】
1、GuangdongFinancial High-tech Zone "Blockchain +" Financial Technology Research Institute officially unveiled
2、Guangdongto be inShenzhen, Shantou, Foshan, Huizhou, Zhanjiang, Zhaoqing6 cities deploy blockchain traceability system for edible agricultural products
3、GuangdongThe financial high-tech zone will create a "blockchain +" financial technology industry group
【Zhejiang】
1、zhejiangIt will accelerate the integration and application of "block chain + real economy" and other aspects
2、hangzhouYuhang District held a meeting to focus on the development of blockchain and other technologies
Shanghai
2、central bankShanghaiThe headquarters issued a document to promote the application and development of encryption technology
【Jiangsu】
1、JiangsuThe Intelligent Media Industry Research Institute was established, dedicated to the research and development and application of media blockchain technology and other aspects
2、China Blockchain Application Research Center (Jiangsu) listing
3、JiangsuThe court issued guidance to affirm the preservation or acquisition of evidence such as blockchain and time stamps
【Shandong】
1、Shandong accelerates the construction of "blockchain + government services"
3、ShandongPromote the digital industry to become a pillar industry, accounting for no less than 45% of GDP in 2022
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The public chain alliance strives to become the mainstream, and the alliance chain wins first?
When it comes to alliance chains, people will inevitably prefer to compare them with public chains. Public chains have greater ideals, while alliance chains are more pragmatic.
The dispute between the alliance chain and the public chain has a long history. For a long time in the past, the public chain, which enjoys traffic dividends such as ICO and hype, has been favored by funds and traffic.
The contempt chain in the industry is that public chain people look down on alliance chains, and even in the minds of some practitioners, alliance chains are a variant of centralization and are not considered "blockchains" at all.
At the media conference reviewing the results of Ant Blockchain 2019, even Jiang Guofei, vice president of Ant Financial, lamented that being an alliance chain in the blockchain circle is often evaluated by friends who are public chains as "bitter."
Today is different from the past. In the competition field of 2019, the development speed of the alliance chain is temporarily ahead of the public chain. Even some public chain practitioners have started to work in the alliance chain. After the B-side applications that were previously looked down upon by public chain people emerged, their value became prominent.
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" reform that the blockchain circle once raised the flag has not made much progress. At this stage, many of them also started 2B outsourcing, and the longer it was, the more it looked like an alliance chain.
Jiang Guofei, vice president of Ant Financial, commented on the bottleneck of the public chain: "The biggest problem in the development of the public chain is that it is difficult to find good applications."
The public chain cannot make good applications. In addition to technical difficulties, it also lacks resources that can boost its laying scenarios.
At the same time, new trends in domestic policies have emerged. The mainstream people represented by local governments are looking forward to blockchain technology combined with traditional industries to create landing scenarios to 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.
Top-down endorsement, policy and financial support boost alliance chain enterprise landing scenarios, such as blockchain electronic invoices, on-chain Internet courts, and other scenarios appearing one after another, making alliance chains gradually accepted by the industry in 2019 , Rectification of name.
However, in essence, the alliance chain is still a change and upgrade of the background database of the traditional business body, and the application of decentralization and trustlessness needs to be verified.
Therefore, people have begun to explore the future form of the blockchain, and the division of the alliance chain and the public chain may be superfluous.
Wu Xiaochuan, a senior expert in blockchain development at Zhongan Technology, once said that the alliance chain and the public chain will not be separated, and the addition of other technologies may form a next-generation credible value network.
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2019 of the alliance chain: to C loses its voice, To B and To G bloom
Looking back at the 2019 of the alliance chain, it is more appropriate to describe it as "B fat and C thin".
From 2017 to 2018, the value of the alliance chain has not been magnified. The blockchain is still blowing the hot wind of bottom-up reform. Although the exploration of the alliance chain application by the Internet giants focused on the to B business at the earliest, the explosion of the CryptoKitties application on the Ethereum has also made the major alliance chains Enterprises are eager to try.
From the beginning of 2018, Baidu took the lead in entering the sea and made the smash hit Baidu Letz Dog game, and NetEase Odaily under the NetEase label set off a boom in to C mining applications. Most of the to C products on these alliance chains are as short-lived as fireworks and ended hastily.
In 2019, "Let's Catch Monsters Together" is one of the more popular to C applications. This mobile game launched by Tencent used the blockchain as its biggest selling point at the beginning of its promotion. The halo of the big players has attracted the attention of the entire blockchain game industry. App leaderboards.
The elements of the blockchain in "Let's Catch Monsters" are not obvious, and more exist in the form of "pendants" in the branch gameplay, but people still expect it to become a benchmark application and bring out truly valuable blockchain games.
However, the reality is that most of the pure to C applications have been falsified. For example, Netease’s "Netease Circle" and other blockchain application testing projects announced that they will stop operating in February 2020, and most of the above-mentioned Internet giants do Pet cultivation and mining game applications are all in the same place.
For other so-called applications that combine 2C (such as Alipay Jiwufu, JD Financial Love on the Chain), whether to use blockchain or not does not make much difference to users.
When it comes to real cost reduction and efficiency increase, the advantages of To B and To G are prominent.
If we say that in 2018, everyone discussed more about "how to implement the blockchain", but in 2019, what is frequently mentioned in the industry is the exploration of "blockchain application scenarios".
The blockchain electronic invoice, which was born in August 2018, is one of the few scenarios that can be not only to C but also to G and to B. This scene ushered in an explosion in 2019, and successfully entered the stage of proof of concept Pilot and production phases. According to data, in 2019, nearly 15 million blockchain electronic invoices piloted by Tencent in Shenzhen have been issued so far, with an invoiced amount of more than 9.64 billion yuan. It has been used in financial insurance, retail supermarkets, hotel catering, parking services, etc. Hundreds of industry.
In addition to electronic invoices, in 2019 there will also be scene applications such as supply chain finance, electronic tickets, and medical systems, too numerous to mention.
Although the C-side is not very aware of where the blockchain application is implemented. But in the past year, some interesting and novel to B-oriented blockchain applications have indeed appeared in the industry.
For example, the capital Beijing, which is a model city, is carrying out "on-chain" reforms in the field of government affairs. This technology is provided by HUAWEI CLOUD's blockchain, which uses blockchain technology to link departmental responsibilities, directories, and data together, creating a "directory blockchain" system that utilizes the distributed storage of blockchain, which cannot With the characteristics of tampering and contract mechanism, the catalogs of various departments are "on-chain" locked, realizing real-time detection of data changes, full traces of data access, and orderly association of data sharing. In this way, which department has which data is clear at a glance, and the channels for applying for sharing are smoother. Blockchain technology has become a bridge of trust, reducing the security cost of data sharing.
In addition, Hangzhou Qulian Technology Co., Ltd. has cooperated with Hangzhou Internet Notary Office to develop a "blockchain notary lottery platform". The platform utilizes the technical characteristics of the blockchain to provide an additional layer of "technical notarization" protection in addition to "legal notarization". At present, this notarized number lottery system has provided services in links related to people's livelihood and fairness, such as buying a house, enrolling in school, and license plate lottery.
In addition, BGI Genomics, a leading company in the field of gene sequencing, also announced in May 2019 that it will apply blockchain technology to the genetic standard database, and released "Blockchain technology helps to jointly build a standard database for the interpretation of genetic variations in the Chinese population". The database is required to meet the conditions of being open, traceable, non-tamperable, iteratively updated, clinical information traceable, and in compliance with ethical regulations. Blockchain technology just meets this requirement.
Another major feature of alliance chain companies is their willingness to emphasize patents. Although this is a bit contradictory to the open source advocated by the blockchain world, alliance chain companies still enjoy it.
According to the "Blockchain White Paper 2019" released by the China Academy of Information and Communications Technology on November 8, the current number of public blockchain patent applications worldwide is as high as 18,000, and China accounts for more than half of them, ranking first in the world.
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In 2020, the industrial blockchain will start, and the alliance chain wants to create a benchmark application first
In 2019, the industrial blockchain ushered in the opening.
"In 2020, the industrial blockchain will start to enter the market, and we will see the combination of blockchain and various industries. After making successful commercial applications, I believe the turning point of the industry will not be too far away." Ant Financial Vice President Jiang Guofei said.
The government end and the enterprise end are two unique opportunities faced by domestic alliance chain enterprises.
According to Li Maocai, general manager of Tencent Blockchain Technology, in order to meet this opportunity, making good solutions with scenarios is the first step to seize the opportunity.
"Today, all applications need to solve the fundamental problem of it (industry)—the problem of commercial value. We have already passed the era of proof of concept or POC verification." Jiang Guofei said that doing a good job in benchmarking applications is the promotion area for alliance chain enterprises Short-term goals for 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 arrival of the industry's inflection point." That is to say, with The benchmark will have a model that can be copied and promoted, and the industry will expand accordingly.
The industry embraces blockchain technology, which brings new value to enterprises and better taps the fundamental value of blockchain. But making a benchmark application is not so simple.
Li Maocai believes that alliance chain enterprises should identify an industry, first thoroughly understand an industry, and explore valuable application directions.
Looking back at the past today, although the blockchain industry has not existed for a long time, it has experienced a lot.
Many people use the Internet as an analogy to the blockchain, saying that today’s industry is just like the Internet in 2000. At that time, American technology stocks collapsed from a high level due to the Internet bubble, and many Chinese Internet start-up companies suffered disaster. Many people talked about the fact that the Internet may be fake. proposition. After experiencing the explosion of technological dividends and the bursting of the bubble, real giants such as Alibaba have also emerged from the storm of the century, and the Internet of Value has developed rapidly.
Therefore, Odaily also wishes that after 2020, the blockchain industry can find real value after the big waves wash away the sand, and the alliance chain will be an important driving tool for its development.
