Development Status of Global Blockchain Industry in 1.

1. Block chain technology continues to evolve, pushing the Internet3.0Times

Blockchain technology is a technology that uses the principle of cryptography to realize the decentralized storage, transmission and verification of data through the consensus mechanism of distributed nodes. Blockchain technology has the characteristics of disintermediation, tamper-proof, traceability, transparency and credibility, which can effectively solve the problems of information asymmetry, lack of trust and inefficiency, and provide a new infrastructure and value carrier for the digital economy.

From the perspective of the development of global blockchain,2008Year, signed“Satoshi Nakamoto”The anonymous person published the paper "Bitcoin: peer-to-peer network electronic cash system", the initial hope is to launch a free-flowing peer-to-peer electronic cash, the issuance of Bitcoin represents the beginning of blockchain technology;2013The launch of Ethereum in 2009 directly pushed the blockchain into2.0times;2017At the end of the year, the popularity of stable coins and.MakerDAOGo online and push the blockchain3.0Times,2019Year6month,FacebookPublishLibraThe white paper has attracted attention and discussion from all walks of life around the world, and the regulatory authorities of various countries have spoken out one after another, showing the great potential of blockchain technology in reshaping the global financial infrastructure.

Enter2021Years later, based onNFTThe identification technology of (non-homogeneous tokens) has emerged and is the first to be applied in the field of art.NFTIt is a token that uses blockchain technology to give digital content uniqueness and scarcity, which can effectively solve the copyright protection, traceability verification, value transmission and other issues of digital content.NFTNot only can digital content such as digital art, music, and game props be transformed into tradable assets, but also assets such as art, collectibles, and certificates in the physical world can be digitally registered and traded.

Governments Actively Promote Blockchain Policy Development and Standards Building

With the continuous maturity of blockchain technology and the continuous expansion of its application, governments of various countries have also begun to attach importance to the role of blockchain technology in promoting economic and social development, and actively formulate relevant policies, regulations and standards to guide and regulate the blockchain The healthy development of the industry.

BlockchainTOP100Companies are mainly from10Countries and regions, China accounted55%, followed by the United States.26%Japan and South Korea, respectively.5%Germany accounted4%Finland, the United Kingdom, Canada, Ireland and Antigua and Barbuda each1%。

At present, countries around the world have different attitudes towards blockchain:

The United States: At present, the vast majority of state governments in the United States have made clear their regulatory stance on blockchain technology, and many state governments have enacted or promulgated laws related to the blockchain field. Among them, Arizona, Delaware, Illinois and others believe that blockchain will play a major role in the US economy.2020Year10The US government announced“National Strategy for Key and Emerging Technologies”To incorporate blockchain into regulated technologies, the United States needs to develop these new technologies to protect the security of the national infrastructure.

Europe: Europe is generally welcoming of blockchain. Among them, the German government has a positive attitude towards blockchain, and Berlin, Germany, is known as the European Blockchain Blue Ocean Center. On the one hand, the German government supports start-ups, on the other hand, it discusses the compliance of blockchain projects.2019Year9Month18Adoption and issuance by the German Federal Government“The German Blockchain Strategy”Germany believes that blockchain technology will be an integral part of the Internet in the future and can effectively help the development of Germany's digital economy.

China: From the beginning of the emergence of blockchain, the central government, on the one hand, regulates its legal development, on the other hand, accelerates the technological and application innovation of blockchain. With the vigorous rise of the block chain, the state and relevant ministries and commissions continue to increase the guidance of the block chain, and gradually clarify the positioning of the block chain.2016Year12Month27Blockchain was included for the first time in the "13th Five-Year Plan for National Informatization" issued today.2018Year5Month28On the 15th, General Secretary Xi Jinping first mentioned blockchain technology in his speech at the 19th Academician Conference of the Chinese Academy of Sciences and the 14th Academician Conference of the Chinese Academy of Engineering, and positioned it as a new generation of information technology.2019Year10Month24On the 18th collective study of the Political Bureau of the CPC Central Committee, General Secretary Xi Jinping stressed that the block chain should be regarded as an important breakthrough in independent innovation of core technology, and the development of block chain technology and industrial innovation should be accelerated. The Ministry of Industry and Information Technology, the People's Bank of China, the Ministry of Education and other departments have integrated blockchain into related industrial fields or development strategies to promote the development of industrial applications.2021The Fourteenth Five-Year Plan for the People's Republic of China National Economic and Social Development and2035The outline of the annual long-term goal includes the block chain as one of the seven key industries of the digital economy, and the Ministry of Industry and Information Technology and the Central Network Information Office jointly issued the "Guiding Opinions on Accelerating the Application of Block Chain Technology and Industrial Development" to make it clear that the block chain should develop the alliance chain, pay attention to the research and development of the underlying technology, and promote the landing of the scene around the application of people's livelihood. These policies have pushed the blockchain into a rapid landing period in China.

3. The blockchain market continues to expand, with the United States and China leading the world.

In 2020, the global blockchain market size showed steady growth, reaching43.1Billions of dollars. The global blockchain market is growing at a faster rate due to the new round of regulatory policies on the blockchain industry in Europe and the United States.2019Decreased in the year, up53.97%, is expected2023Year-round will reach145.33Billions of dollars.

In terms of geographical distribution, the United States is the world's largest blockchain market, accounting39.6%, followed by China, accounting11.4%. Europe, Asia Pacific (excluding Japan) and Japan accounted19.1%、13.5%and7.7%. In terms of industry distribution, the financial sector is the world's largest area of blockchain spending, accounting29.7%, followed by manufacturing and resource industries, which accounted18.6%and11.8%. In terms of usage distribution, cross-border payments and settlements are the world's largest blockchain usage, accounting for up17.6%, followed by trade finance and logistics management, identity authentication and compliance management, asset and commodity management.

Development Status of China's Blockchain Industry in 2.

1. The blockchain policy environment continues to improve and the release of dividends accelerates.

The number of policies related to block chain issued by China in 2022 is83item, in terms of trends, is expected to be relative to2021The annual meeting has declined, but also in line with the general law of policy, policy dividends have begun to be further released, policy support began to sink. Among them, the Central Committee of the Communist Party of China, the State Council and other national levels issued policies7The article not only mentions the improvement of the standard system in the field of block chain in the extensive policy of the national unified large market, but also covers the application of block chain in rural revitalization, digital culture, boosting consumption, transportation and promoting economic stability. Although most of them are not special policies, the emergence of block chain in the overall policy still further reflects the enabling and ensuring role of block chain in China's economic development.

In addition, the number of national ministry-level blockchain policies is16It involves the National Development and Reform Commission, the Supreme Law, the people's Bank of China, the Ministry of Public Security, the Ministry of Industry and Information Technology, the Ministry of Housing and Construction and other departments, covering many fields such as finance, public services, energy, justice, community construction and so on.

2. Blockchain technology innovation is active, and the number of patent applications ranks first in the world.

China has achieved remarkable results in blockchain technology research and development.IncopatSearch keyword blockchain in patent database.In the past 20 years, the number of blockchain patent applications in China has reached60210Article. China is an important region to drive blockchain applications, accounting for the first place. As2022Year11Month15On the same day, the number of blockchain patent applications in China was6020pieces, still96%The proportion of the proportion of the first. China's blockchain patents mainly focus on information retrieval, data management, smart contracts, privacy computing, cross-chain technology, etc., reflecting the innovation ability and application needs of China's blockchain technology. Among them, the effectiveness of patented technology is particularly focused on the direction of safety improvement and efficiency improvement. Shangpu Consulting believes that while maintaining a leading edge in the number of patent applications, the quality and value of patents should also be continuously improved.

3. Blockchain applications are accelerated and play a role in key areas.

China has basically constructed an environment and soil suitable for the development of blockchain technology. Cutoff2022Year11At the end of the month, the number of blockchain industry applications (excluding digital collections) landed in China was49A year-on-year decline.67.54%The number of landings has shrunk significantly, reflecting that the degree of marketization is still insufficient, but in terms of the actual benefits of landing applications, the application covers areas such as trade logistics, government affairs, finance, entertainment, social public, agriculture, energy, information technology, social networking, data elements, traceability, judicial certificates, education, etc.13In particular, the deep expansion of key areas is highlighted, showing a trend of deep integration with professional applications.

Among them, the field of trade logistics is one of the most widely used areas of blockchain, involving cross-border e-commerce, supply chain finance, logistics traceability and other aspects. For example, the "cross-border e-commerce blockchain platform" jointly launched by Bank of China and Alibaba can realize the visual management of the whole process of cross-border e-commerce transactions and improve transaction efficiency and security. The field of government affairs is one of the most in-depth applications of blockchain, involving electronic licenses, electronic invoices, government services and other aspects. For example, the "Guangzhou Municipal Service Blockchain Platform" launched by Guangzhou City can realize the sharing and verification of government data and improve the convenience and transparency of government services. The financial sector is one of the most innovative areas of blockchain applications, involving digital currencies, digital assets, credit ratings and other aspects. For example, the "digital RMB" launched by the people's Bank of China can realize the digital issuance and circulation of legal tender and improve the security and efficiency of the monetary system.

3.2023Development Trend and Prospect of Blockchain Industry in

According to data from Shangpu Consulting Group, the scale of China's blockchain market has reached4.68Billion US dollars is the world's second largest block chain spending unit. expected2023By the end of the year, the size of China's blockchain market will reach10.6US $billion, with a compound annual growth rate34.7%. On this basis, Champ Consulting believes that,2023The development of the blockchain industry will present the following four trends:

Infrastructure underlay: With the continuous maturity and standardization of blockchain technology, blockchain will gradually evolve from a single technical tool to a public service platform at the infrastructure level, providing credible, efficient and secure data exchange and value transfer capabilities for all walks of life. Beijing, Guangxi, Chongqing, Kunming, Tianjin, Wuxi, etc.11The provinces and cities have launched the city-level blockchain underlying platform, forming a multi-level infrastructure system with national-level blockchain infrastructure as the leading, regional-level and city-level infrastructure as the focus, enterprise alliance chain as the starting point, and taking into account the public service platform and blockchain alliance chain.

Product form integration: With the continuous innovation and application of blockchain technology, blockchain products will gradually evolve from a single software or hardware form to a comprehensive solution combining software and hardware, providing customized, intelligent and visual product services for various scenarios. For example, in terms of privacy protection, in addition to using cryptography technology to achieve data encryption and anonymization, data isolation and protection can also be achieved using technologies such as hardware chips or trusted execution environments; in terms of traceability, in addition to using blockchain technology to achieve data In addition to the chain and verification, you can also use IoT devices or biometrics and other technologies to achieve data collection and transmission.

Diversification of application types: With the continuous popularization of blockchain technology and the continuous improvement of cognition, blockchain applications will gradually evolve from a single type of deposit or collaboration to a diversified type of value transfer or distribution, providing a more flexible, fair and efficient value exchange and distribution mechanism for various subjects. For example, in terms of digital assets, in addition to using block chain technology to realize the definition and circulation of digital assets, technologies such as smart contracts or decentralized autonomous organizations can also be used to realize the management and governance of digital assets; in terms of carbon neutrality, in addition to using block chain technology to realize the recording and verification of carbon emission data, technologies such as tokens or incentive mechanisms can also be used to realize the distribution and trading of carbon emission rights.

Maturation of specific scenarios: With the deep integration of blockchain technology and various industries and the continuous emergence of innovative applications, blockchain will play a more prominent and important role in specific scenarios and form a more mature and complete ecosystem. For example, in the meta-universe, blockchain technology is used to define and protect digital identities, digital assets, digital rights and other elements in the virtual world, and to promote interaction and value conversion between the virtual world and the real world; in the digital RMB, blockchain technology is used to realize the digital issuance and circulation of legal tender, and to promote collaboration and innovation between the monetary system and the payment system.

4."AI Blockchain”Key areas of concern

Artificial intelligence (AI) Is a technology that uses computer programs or systems to simulate human intelligent behavior or thinking processes. Artificial intelligence has the characteristics of autonomous learning, self-optimization and adaptive adjustment, which can effectively solve complex problems, improve decision-making efficiency and enhance innovation ability.

Artificial intelligence and blockchain are two emerging technologies with revolutionary influence, which are complementary and synergistic in some aspects. Artificial intelligence can provide blockchain with more powerful computing power, more optimized algorithm design, more intelligent contract execution and other support, while blockchain can provide artificial intelligence with more secure and trusted data sources, more transparent and traceable decision-making process, more fair and controllable incentive mechanism and other guarantees.

According to Champ Consulting,"AI Blockchain”The combination will play a greater role in the following focus areas:

Data sharing: Data is the foundation and driving force for the development of artificial intelligence, but there are problems such as islanding, low quality, and leakage risk. The use of blockchain technology can realize the control and income rights of data owners, realize the functions of secure storage, trusted transmission and privacy protection of data, and promote the efficient sharing and value circulation of data. For example, Baidu's "Baidu Intelligent Cloud Block Chain Data Sharing Platform" can realize functions such as decentralized storage, encrypted transmission and traceability verification of data, and provide safe and reliable data sharing services for data providers and users.

Model training: Model is the core and key to the realization of intelligent artificial intelligence, but the current model has high cost, low efficiency, opaque and other problems. The use of blockchain technology can realize the distributed collaboration, incentive mechanism, traceability and other functions of the model training process, and promote the high-quality training and optimization of the model. For example,Fetch.aiLaunched“Decentralized Machine Learning Platform”It can realize the functions of collaborative training, intelligent contract incentive, model quality evaluation, etc. between multi-participants, and provide efficient and credible model training services for model providers and users.

Smart contracts: Smart contracts are an important tool and means for blockchain to automate execution, but at present, smart contracts have problems such as complexity, inflexibility, and irreversibility. The use of artificial intelligence technology can realize the functions of automatic generation, self-adjustment and self-correction of smart contracts, and promote the efficient execution and optimization of smart contracts. For example,OpenAILaunched“GPT-3”The language model can generate smart contract code based on natural language description, generate natural language interpretation based on smart contract code, and provide more convenient and intelligent writing and understanding services for smart contracts.

5. epilogue

Blockchain, as the underlying cornerstone of the digital economy, has attracted widespread attention and heated discussion worldwide in recent years. Governments, enterprises and social organizations of various countries have accelerated the innovation and application of blockchain technology, exploring the value and potential of blockchain in the fields of finance, government affairs, trade, culture, education and so on. Shangpu Consulting analyzed the development status, market scale, competitive landscape, technological innovation, application landing and other aspects of the global and Chinese blockchain industry, and looked forward to2023Trends and prospects of the blockchain industry.

In general, the blockchain industry is in a stage of rapid development, technological innovation continues to emerge, application scenarios continue to expand, and the market scale continues to expand. At the same time, the blockchain industry also faces some challenges and risks, such as inconsistent technical standards, difficult application landing, and unclear regulatory policies. Therefore, it is necessary for all parties to work together to strengthen technology research and development and standard construction, promote application innovation and scenario landing, improve regulatory policies and legal systems, and promote the healthy development of the blockchain industry.