In 2018, listed companies started their work around the 'blockchain'. In January alone, 16 listed companies in the Shanghai and Shenzhen stock exchanges were questioned by the exchange for the concept of speculation blockchain. Since then, although the block The chain concept is hot, but the regulators have not relaxed. Basically, every month, several companies are reported to be inquired about the blockchain.
According to the exclusive statistics of Securities Daily, as of the date of publication, 34 listed companies have been inquired by the regulatory authorities for 'chain-related' this year. When asked about the blockchain business, most companies replied that they are in the research stage. ' Only 9 of them have landing applications, accounting for only a quarter of the total, 'Thunder and rain is small', and it will inevitably leave investors with false stock prices. What is the truth? According to this, Securities Daily reporter interviewed A number of veteran blockchain industry veterans have come to different conclusions.
3/4 chain company has no application
At the beginning of this year, a series of abnormal fluctuations in the stock prices of listed companies were concerned by the exchanges. These companies have one thing in common, all of which are suspected of speculating the blockchain concept to push up the stock price. At that time, the saying that 'smelting the chain is on fire' has become popular.
Over the past half year, the number of listed companies involved in the chain has gradually increased, and the inquiry letter from the regulatory authorities has followed. The Securities Daily reporter has statistics on the statistics of the Oriental Fortune. Since the beginning of this year, there have been 34 listed companies in the Shanghai and Shenzhen Stock Exchanges. As the blockchain business was inquired by the exchange, only 9 of them had achieved results and developed blockchain applications. In other words, 25 of the 34 companies consulted have no application at the moment, accounting for Up to 3/4.
The "Securities Daily" reporter noted that most of the blockchain technologies in the companies that have not yet been applied in practice are in the research stage. According to the relevant annual report, 17 of the 25 listed companies that have not yet applied in practice have clearly indicated the current block. Chain technology is at the initial stage of exploration or research.
For example, Hangzhou Gaoxin introduced the current blockchain technology progress in the letter of concern. Hangzhou Gaoxin said that the company has not yet had full-time staff responsible for blockchain technology, and the R&D team of the subsidiary Aoneng Power has established a blockchain R&D team. It plans to jointly develop a charging payment system based on blockchain technology with customers to improve the security of charging mobile payment. At the same time, Hangzhou Gaoxin believes that the company is still in the preliminary exploration and research stage in the relevant field of blockchain, and has not yet been applied in practice. The long-term R&D and exploration process has not yet had a substantial impact on the company's operating performance.
Yu Rui, chief analyst of the Chain Tower think tank, believes that the listed company's blockchain business is more focused on R&D investment, patents, new products, etc. He told the Securities Daily reporter, 'Based on the recent chain tower think tank for blockchain patents According to the survey results, there are nine listed companies among the top 20 companies in the number of patents, contributing to the innovation of the entire industry.
Like Hangzhou Hi-tech, there are not many companies that promote the application of blockchain technology by establishing R&D teams. For example, Ikang Technology established the Shanghai Branch of Aikang Energy Research Institute this year, mainly covering blockchains in energy, bills, carbon assets, power stations. Application and research in the field of financial leasing and risk control, specific projects include blockchain power station platform (projected investment amount of 4.7 million yuan), blockchain financing leasing application research (projected investment amount of 4.5 million yuan), blockchain bill pool (planned The investment amount is 3.8 million yuan; another example is the blockchain R&D team established in November 2017, and the blockchain business unit was established in February 2018. The project is a collection of the company’s original game team. More than 80 professionals in development, product architecture design and operation, data storage analysis, marketing and advertising sales. The team is still in the process of further recruitment expansion. In the future, we will focus on introducing talents in blockchain technology. Up to hundreds of people.
It is worth noting that most of the nine companies that have applied in the field are concentrated in the financial sector. For example, the Suning Financial Research Institute of Suning Tesco and Suning Bank have established a blockchain domestic credit information transmission system construction project team to promote the launch. Suning Bank blockchain domestic letter of credit information transmission system; Jincai Connect subsidiary Fangxin Technology has developed an electronic invoice blockchain platform, which solves the data security risks currently facing electronic invoices, data islands, repeated reimbursement, and false opening Prevention and control are difficult to wait for pain points.
'Fried chain' or another reason?
Although there are many listed companies involved in the 'chain-related', most of them give reasonable explanations. The real hammer that uses the concept of blockchain to speculate on stock prices has not fallen. However, listed companies with 'sweet chain on fire' are difficult to apply to blockchain applications. This will inevitably leave investors with the "suspected speculation".
Why is the application of blockchain technology difficult to land? According to this, the "Securities Daily" reporter interviewed a number of industry veterans.
In this regard, Yu Rui analyzed that, on the one hand, the blockchain belongs to the innovative business, the listed company has high requirements for the return of the innovative business, can have a substantial impact on the near-term and long-term performance, is in the risk control, and tends to compare the prospects. In the clear field of input, which limits the field of landing; on the other hand, it is currently in the early stage of large-scale productization, and the application of landing is less, and it is also a necessary process for the development of the entire industry. 'I believe that in the next two years, there will be more Many substantive results appeared,' he predicted.
Tan Zhiyong, chief scientist of Eurostar Technology, told the Securities Daily reporter, 'I think there are two factors: One is the lack of talents. At present, the best blockchain talents are still in the public chain project side. The listed companies cannot attract real ones. High-quality talents; the second is limited by the development stage of the market itself. Due to technical and policy constraints, the entire industry is in the initial cultivation stage.
In this case, listed companies may consider choosing to cooperate with technology-rich blockchain companies, at least to follow the technology. Tan Zhiyong believes that it is possible to promote mutual brand promotion from specific technical cooperation points.
Guo Gang, CEO of Zhaoxin, has been cultivating blockchain technology for many years. His technical background has given him a deep understanding of the blockchain. He explained to the Securities Daily reporter: 'One is the early development law of the technology industry. Currently in the district In the early stage of blockchain technology, some industries lacked application scenarios. The company explored pilot technology, which is the normal market selection behavior. The application landing is difficult to meet the development process of the early technology industry. Second, the blockchain technology level is limited. The technology mature has a curve. It is difficult for the performance of the public chain to support large-scale commercial applications. The technical breakthroughs will limit the landing, and the mature technology will also push the application down.
Guo Gang has his own unique understanding of how to promote the results of blockchain technology. He believes that the first thing to play is the demonstration role of valuable application. This demonstration role is essential in the early stage of industry launch, such as the early Internet. Yahoo of the era, there are landing scenes, and enterprises that form market value can play an important role. Secondly, the iterative upgrade of technology, technology should be closer to commercialization, and relatively, commercial application success can also feed back technology, bringing more Resources and funding to promote talent attraction. Finally, blockchain technology also requires policy support and assistance to promote technological progress.