With the support of policies, blockchain technology, as a new generation of information technology, is expected to usher in new development opportunities. Public Offering of Fund people said: "With the gradual landing of relevant application cases, there are long-term investment opportunities in blockchain. Specifically, we have long been optimistic about the three major opportunities of financial services, people's livelihood services and government affairs scenarios. "
Wide application
Zheng Xiaoxi, fund manager of southern fund, said that the core problem solved by blockchain technology is the trust crisis between people, which helps to establish a social mechanism of mutual trust.
In Zheng Xiaotong's view, the application of blockchain technology is divided into three stages: the first stage is applied to the currency field, such as encrypting digital currency and digital payment systems; The second stage is applied to contract fields, such as stocks, bonds, credit, asset confirmation and smart contracts. The third stage is applied to government, health, science, culture and art, which is helpful to realize weak centralization and social autonomy. "At present, the application of blockchain technology is mainly in the first and second stages."
Ping An Fund also believes that the essence of blockchain lies in decentralized trust mechanisms and smart contracts, or has an impact on some commercial activities.
Specifically, in the field of food traceability, blockchain technology can accurately track all aspects of food production to ensure food safety; In the field of supply chain finance, it is convenient for lenders to accurately understand the real information of borrowers, so as to accurately measure the possibility of lending and predict the bad debt rate. "In the future, blockchain technology can improve efficiency as long as it involves trust and commitment."
In the view of Lin Qingyuan, the fund manager of Rongtong Fund, blockchain technology has solved the problem of value transmission and is regarded as a great leap forward in the development of the Internet for more than 20 years. Blockchain technology is a basic technical protocol juxtaposed with the underlying protocols of the Internet.
"The three characteristics of high efficiency, decentralization and security can only be realized, which determines the limitations of blockchain technology application." Lin Qingyuan bluntly said that the blockchain structure is a utopian idea and wants to achieve ideal decentralization.
"In the new technological innovation and industrial transformation, the integrated application of blockchain technology plays an important role." Baoying Fund believes that as an important breakthrough of independent innovation of core technologies, blockchain will clarify the main direction, increase investment, focus on conquering a number of key core technologies, and accelerate the development of blockchain technology and industrial innovation. "It can be widely used in finance, logistics, public services, digital copyright, insurance and other fields."
Have long-term investment opportunities
With the gradual standardization of applications, the development environment of blockchain technology is getting healthier and healthier, and the strategic position of the industry has been greatly improved.
"Blockchain is a new generation of technical representatives alongside artificial intelligence, quantum information, mobile communication and Internet of Things." Zheng Xiaotong said that there are three reasons to mention blockchain now. From the perspective of policy orientation, the open and transparent technical characteristics of blockchain itself are an important tool to improve social governance capabilities, and it has a unique role in solving problems such as precise poverty alleviation, difficulty in lending to small and micro enterprises, and opening up data islands; In the direction of science and technology, any track of science and technology should not be ignored. As an important part of the next generation of information technology, blockchain technology is gradually recognized; In terms of regulatory orientation, blockchain has been mixed before the development of China, and it has been improved after rectification. "At present, the Ministry of Industry and Information Technology has initiated two stages of filing and is expected to continue."
Judging from the progress of practice, Baoying Fund said that the application of blockchain technology is still in the process of concept exploration and testing. Zheng Xiaotong believes that the blockchain will be combined with cutting-edge technologies such as 5G, Internet of Things and artificial intelligence, which will help promote the current Internet to become the second generation of intelligent Internet.
"At present, central banks around the world attach great importance to the exploration of blockchain technology, and it is very important to master the core technology of blockchain." Ping An Fund believes that the rational application of blockchain technology with independent intellectual property rights can improve the efficiency of social resource allocation and reduce social contradictions and frictions.
For the investment opportunities of blockchain track, Ping An Fund believes that blockchain technology is currently in the period of application exploration and gradual redemption, and there will be good application cases in the next two to three years. "So, we should lay out long-term investment opportunities. What we have to do now is to judge the possibility of blockchain technology landing in specific application scenarios, evaluate the profit model and core competitiveness, and predict the future growth space. "
Zheng Xiaotong said that the three characteristics of low cost, easy supervision and easy popularization will lay a solid foundation for the rapid popularization of blockchain in China and even the world. From the perspective of industry investment opportunities, it mainly focuses on three main lines: first, in the field of financial services, it tracks opportunities such as supply chain finance, financial technology, financial security, and hardware storage of blockchain assets; Second, people's livelihood services, including investment opportunities such as electronic invoices and payment, electronic authentication and copyright services; The third is the government-related scenario, which may have a large investment space in the future.
(Article Source: shanghai securities news)