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. 区块链市场规模持续扩大，美国和中国领跑全球

2020年，全球区块链市场规模呈现稳定增长，达到43.1亿美元。受到欧美国家对区块链行业新一轮监管政策的影响，全球区块链市场增速较2019年有所下降，达53.97%, is expected2023年全年将达到145.33Billions of dollars.

从地域分布来看，美国是全球最大的区块链市场，占比达到39.6%，其次是中国，占比为11.4%。欧洲、亚太地区（不含日本）和日本分别占比为19.1%、13.5%and7.7%。从行业分布来看，金融业是全球最大的区块链支出领域，占比达到29.7%，其次是制造业和资源行业，分别占比为18.6%and11.8%。从用途分布来看，跨境支付与结算是全球最大的区块链用途，占比达到17.6%，其次是贸易金融与后勤管理、身份认证与合规管理、资产与商品管理等。

二、中国区块链行业发展现状

1. 区块链政策环境不断完善，红利释放加速

2022年我国发布区块链相关政策数为83项，从走势而言，预计相对于2021年会有所减退，但也符合政策一般规律，政策红利已开始进一步释放，政策支持力度开始下沉。其中，中共中央、国务院等国家层面发布政策7条，不仅在全国统一大市场的广泛性政策中提及健全区块链领域标准体系，并同时涵盖了区块链在农村振兴、数字文化、提振消费、交通运输以及促稳经济等多个层面的应用，虽多数并非专项政策，但在全局性政策内的出现仍进一步体现出区块链在我国经济发展中的赋能保障作用。

另外，国家部委级别区块链政策数量为16项，涉及发改委、最高法、中国人民银行、公安部、工业和信息化部、住建部等多个部门，涵盖金融、公共服务、能源、司法、社区建设等众多领域。

2. 区块链技术创新活跃，专利申请数量居世界首位

我国在区块链技术研发方面取得了显著成果，在Incopat专利数据库中检索关键词区块链，近二十年里，我国区块链专利申请数达到60210条。我国是带动区块链申请的重要地区，占比位于首位。截至2022Year11Month15日，我国区块链专利申请量为6020件，仍以96%的占比蝉联第一。我国区块链专利主要集中在信息检索、数据管理、智能合约、隐私计算、跨链技术等方面，体现了我国区块链技术的创新能力和应用需求。其中，专利技术功效尤其侧重于安全提高与效率提升方向。尚普咨询认为，在专利申请数量上保持领先优势的同时，在专利质量和价值上也应不断提升。

3. 区块链应用落地加速，在重点领域发挥作用

我国已基本构建出适宜于区块链技术发展环境与土壤。截止2022Year11月底，我国区块链产业应用（不含数字藏品）落地数量为49个，同比跌幅67.54%，落地数量收缩明显，体现出市场化程度仍有不足，但从落地应用的实际效益而言，应用落地覆盖领域贸易物流、政务、金融、文娱、社会公共、农业、能源、信息技术、社交、数据要素、溯源、司法存证、教育等13个领域，尤其是重点领域深度拓展凸显，呈现出与专业应用深度融合趋势。

其中，贸易物流领域是区块链应用最为广泛的领域之一，涉及跨境电商、供应链金融、物流追溯等多个方面。例如，中国银行与阿里巴巴合作推出的“跨境电商区块链平台”，可以实现跨境电商交易的全流程可视化管理，提高交易效率和安全性。政务领域是区块链应用最为深入的领域之一，涉及电子证照、电子发票、政务服务等多个方面。例如，广州市推出的“广州市政务服务区块链平台”，可以实现政务数据的共享和验证，提高政务服务的便捷性和透明度。金融领域是区块链应用最为创新的领域之一，涉及数字货币、数字资产、征信评级等多个方面。例如，中国人民银行推出的“数字人民币”，可以实现法定货币的数字化发行和流通，提高货币体系的安全性和效率。

3.2023年区块链行业发展趋势与前景

据尚普咨询集团数据显示，我国区块链市场规模已达4.68亿美元，是全球的第二大区块链支出单体。预计到2023年底，我国区块链市场规模将达到10.6US $billion, with a compound annual growth rate34.7%。在此基础上，尚普咨询认为，2023年区块链行业发展将呈现以下四大趋势：

基础设施底层化：随着区块链技术的不断成熟和标准化，区块链将从单一的技术工具逐步演变为基础设施层面的公共服务平台，为各行各业提供可信、高效、安全的数据交换和价值转移能力。北京、广西、重庆、昆明、天津、无锡等超过11个省市已经推出了城市级区块链底层平台，形成了以国家级区块链基础设施为主导，区域级、城市级基础设施为重点，企业联盟链为抓手，兼顾公共服务平台与区块链联盟链的多层级基础设施体系。

产品形态一体化：随着区块链技术的不断创新和应用的不断拓展，区块链产品将从单一的软件或硬件形态逐步演变为软硬结合的综合解决方案，为各类场景提供定制化、智能化、可视化的产品服务。例如，在隐私保护方面，除了利用密码学技术实现数据加密和匿名化外，还可以利用硬件芯片或可信执行环境等技术实现数据隔离和保护；在溯源方面，除了利用区块链技术实现数据上链和验证外，还可以利用物联网设备或生物识别等技术实现数据采集和传输。

应用类型多样化：随着区块链技术的不断普及和认知的不断提升，区块链应用将从单一的存证或协作类型逐步演变为多元的价值转移或分配类型，为各类主体提供更加灵活、公平、高效的价值交换和分配机制。例如，在数字资产方面，除了利用区块链技术实现数字资产的定义和流通外，还可以利用智能合约或去中心化自治组织等技术实现数字资产的管理和治理；在碳中和方面，除了利用区块链技术实现碳排放数据的记录和验证外，还可以利用代币或激励机制等技术实现碳排放权的分配和交易。

特定场景成熟化：随着区块链技术与各行各业深度融合和创新应用不断涌现，区块链将在特定场景中发挥更加突出和重要的作用，并形成更加成熟和完善的生态系统。例如，在元宇宙方面，利用区块链技术实现虚拟世界中数字身份、数字资产、数字权利等要素的定义和保护，并促进虚拟世界与现实世界之间的互动和价值转换；在数字人民币方面，利用区块链技术实现法定货币的数字化发行和流通，并促进货币体系与支付体系之间的协同和创新。

四、“AI+Blockchain”值得关注的重点领域

人工智能（AI）是一种利用计算机程序或系统模拟人类智能行为或思维过程的技术。人工智能具有自主学习、自我优化、自适应调整等特点，可以有效解决复杂问题、提高决策效率、增强创新能力等问题。

人工智能与区块链是两种具有革命性影响力的新兴技术，在某些方面具有互补性和协同性。人工智能可以为区块链提供更强大的计算能力、更优化的算法设计、更智能化的合约执行等支持；而区块链可以为人工智能提供更安全可信的数据来源、更透明可追溯的决策过程、更公平可控的激励机制等保障。

尚普咨询认为，“AI+Blockchain”的结合将在以下几个重点领域发挥更大作用：

数据共享：数据是人工智能发展的基础和动力，但目前数据存在着孤岛化、低质化、泄露风险等问题。利用区块链技术可以实现数据所有者对数据的控制权和收益权，实现数据的安全存储、可信传输、隐私保护等功能，促进数据的高效共享和价值流通。例如，百度推出的“百度智能云区块链数据共享平台”，可以实现数据的去中心化存储、加密传输、溯源验证等功能，为数据提供者和使用者提供安全可信的数据共享服务。

模型训练：模型是人工智能实现智能化的核心和关键，但目前模型存在着高成本、低效率、不透明等问题。利用区块链技术可以实现模型训练过程的分布式协作、激励机制、可追溯性等功能，促进模型的高质量训练和优化。例如，Fetch.ai推出的“去中心化机器学习平台”，可以实现多方参与者之间的协同训练、智能合约激励、模型质量评估等功能，为模型提供者和使用者提供高效可信的模型训练服务。

智能合约：智能合约是区块链实现自动化执行的重要工具和手段，但目前智能合约存在着复杂性、不灵活性、不可逆性等问题。利用人工智能技术可以实现智能合约的自动生成、自我调整、自我纠错等功能，促进智能合约的高效率执行和优化。例如，OpenAI推出的“GPT-3”语言模型，可以实现根据自然语言描述生成智能合约代码、根据智能合约代码生成自然语言解释等功能，为智能合约提供更加便捷和智能的编写和理解服务。

5. epilogue

区块链作为数字经济的底层基石，近年来在全球范围内引起了广泛关注和热议。各国政府、企业和社会组织纷纷加快推动区块链技术的创新和应用，探索区块链在金融、政务、贸易、文化、教育等领域的价值和潜力。尚普咨询分析了全球和中国区块链行业的发展现状、市场规模、竞争格局、技术创新、应用落地等方面的情况，并展望了2023年区块链行业的发展趋势和前景。

总体而言，区块链行业正处于快速发展阶段，技术创新不断涌现，应用场景不断拓展，市场规模不断扩大。同时，区块链行业也面临着一些挑战和风险，如技术标准不统一，应用落地难度大，监管政策不明确等。因此，需要各方共同努力，加强技术研发和标准建设，推动应用创新和场景落地，完善监管政策和法律制度，促进区块链行业的健康发展。