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52 A-share companies have implemented blockchain applications, and computing power and distributed storage business have become new areas for exploration



With the end of the disclosure of the annual reports of listed companies, how good is the 2020 report card handed over by blockchain concept stocks?

"Securities Daily" reporter sorted out the relevant annual reports of 264 listed companies in the "Blockchain Concept" section of Oriental Fortune's Choice financial terminal and found that there are only more than 110 companies that have actually landed and have conducted exploration and research, and more than half of the remaining companies are still in the "Blockchain Concept" category. pure concept” stage. These 264 companies are divided into three echelons. Among them, more than 50 listed companies such as Yuanguang Software and Jihong Co., Ltd. constitute the first echelon of blockchain layout, which is already in the stage of application implementation; more than 60 listed companies constitute the second echelon. The echelon is in the stage of exploration and research, and the leader among them is only one step away from the application landing; the rest of the companies have not mentioned anything about "blockchain" in their annual reports.

From a practical point of view, there are two new highlights in the implementation of blockchain projects by listed companies in 2020: on the one hand, the taxation field has become a new highland for blockchains that listed companies are vying for; on the other hand, in addition to the layout of traditional finance, In addition to government affairs and other fields, some listed companies have begun to explore emerging blockchain businesses such as computing power and distributed storage.

Since the blockchain has risen to a national strategic technology at the end of 2019, 2020 is regarded as a year of rapid development of the blockchain, and is even called "the first year of the blockchain industry" by the industry.

"In 2020, the development of the blockchain industry will enter a rising period. The blockchain-related business volume of listed companies will increase significantly, and the operating income will also improve." Xiang Lipeng, senior engineer and head of the blockchain innovation team at the Fifth Institute of Electronics, Ministry of Industry and Information Technology According to the analysis of the "Securities Daily" reporter, but because the business growth is far below the market's optimistic expectations, although the listed companies have projects, they rarely disclose the relevant operating income.

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Among the 264 blockchain concept stocks, only 2 disclosed their blockchain business in the 2020 annual report, namely Yuanguang Software and Jihong.

The 2020 annual report of the listed company shows that Yuanguang Software’s blockchain business achieved an operating income of 20.81 million yuan, a year-on-year increase of 4.62%; Jihong’s blockchain business achieved an operating income of 31.43 million yuan, and there was no income in 2019. It can be seen that Jihong, which started its efforts later than Yuanguang Software, has more momentum in the development of its blockchain business. After consulting the official website of Jihong Co., Ltd., the reporter found that "blockchain empowerment" has been listed as one of the three major business segments of the group, mainly focusing on "Internet + blockchain", "one thing, one code + blockchain", "supply chain + Blockchain" in three directions.

In the cooperation with Huobi China in 2019, Jihong Co., Ltd. officially set foot in the blockchain business and established a wholly-owned blockchain subsidiary Jilian Technology. In October 2019, Jihong Co., Ltd. and Huobi China signed a strategic cooperation agreement to carry out cooperation on blockchain product traceability, empowerment of precision marketing, and points circulation.

In contrast, Yuanguang Software began to lay out the blockchain as early as 2015, and has achieved many achievements in the fields of blockchain patents, technology platforms, and landing scenarios. According to the 2020 annual report, as of December 2020, Yuanguang Software has applied for nearly 100 blockchain invention patents, including 20 new patent applications that year. The blockchain enterprise application service platform V3.0 released by Yuanguang Software has been deployed and applied in many provincial companies of the State Grid, and is responsible for the related work of the State Grid's "digital new infrastructure".

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Huang Zhaoci, general manager of Yuanguang Software’s blockchain application business department, said in an interview with a reporter from the Securities Daily, “Last year, the company made great progress in blockchain privacy protection, intra-enterprise data sharing, electronic invoices, blockchain traceability, payment reconciliation and Financial technology and other aspects have achieved certain application results, and used blockchain technology to participate in the construction of exploratory projects such as Beijing Green Power Traceability for the Winter Olympics and Macau University of Science and Technology’s electronic degree. The dual-track advancement of the district’s public certificate service will promote blockchain technology to better serve the society, solve the difficulties in data governance, and help the State Grid achieve its dual carbon goals.”

Although the blockchain business of the above two listed companies has generated a certain amount of income, the contribution to the company's overall revenue is still relatively low. The annual report shows that Yuanguang Software’s blockchain business revenue accounted for only 1.23% of total revenue, and Jihong’s share was even lower at 0.71%.

After combing the data of Oriental Fortune Choice, the reporter of "Securities Daily" found that among the 264 blockchain concept stocks, 52 listed companies such as Shanda Diwei, China Micro, Yuanguang Software, and Anne shares specifically mentioned in the 2020 annual report. The implementation results of blockchain applications accounted for 19.7%. As of the first half of last year, the proportion was less than 10%. More than 60 companies, such as Geer Software and Digital Video, have conducted exploration and research on blockchain technology, seeking commercialization paths to empower their main businesses; most of the remaining companies have not disclosed blockchain-related content-zce in their annual reports.

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"Domestic blockchain concept stocks are not good enough, but they have been greatly improved compared to 2019." Xiang Lipeng said that in 2019, most of the relevant listed companies avoided talking about the blockchain business or briefly mentioned it, but in 2020 In the annual report, nearly 20% of the blockchain concept stocks disclosed the specific application information of the blockchain, and two listed companies disclosed the revenue realized by the blockchain business.

Compared with previous years, one of the highlights of the blockchain layout of listed companies in 2020 is that they have seized the high ground of tax scenarios.

In 2020, from the central government to the local government, relevant policies favorable to the blockchain will blossom everywhere, and many local governments will use real money to guide the implementation of a large number of blockchain government application projects. From the perspective of application scenarios, the blockchain application scenarios of listed companies are mainly concentrated in government affairs, supply chain finance, copyright, medical care and other fields. The field of government affairs has become the most important direction of blockchain implementation, and more than 15 listed companies have related achievements. Among them, 7 listed companies including Jincai Internet and China Information are actively deploying in the tax field.

The reporter also noticed that the layout of "blockchain + tax" by listed companies presents two major characteristics: first, the construction of tax blockchain platforms is gradually increasing; The first pilot project has achieved certain results.

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In terms of tax blockchain platform construction, Jincai Internet provides an online financial and tax custody service product "Xinshang Compliance Bao" based on blockchain technology. This product integrates industrial and commercial registration, bank account opening, tax registration, invoicing, bookkeeping, and tax declaration. And other online services in one. Ping An Bank cooperates with local taxation bureaus to build an industrial tax alliance chain, effectively reducing corporate taxation costs and trade financing risks. China Information has completed the construction of the first cloud-based application system "Tax Treasury Bank" in the tax industry, and realized the application of blockchain technology in tax scenarios in Shenzhen, Liaoning, Jilin, Tianjin and other places.

"The application of blockchain in the tax field will be an important infrastructure for the future economy and society." Chen Xiaohua, director of the Financial Technology Research Institute of National University Science and Technology Park of Beijing University of Posts and Telecommunications and chief blockchain economic expert, told the "Securities Daily" reporter The blockchain can automate the tax calculation and remittance process, thereby reducing tax collection and administration costs and improving the visibility of transaction data. Since all parties involved in the transaction and tax authorities will have access to real-time data, the risk of misinformation or data tampering can be greatly reduced.

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In the field of blockchain electronic invoices, Tianyu Information has completed the research and development of the blockchain basic platform Tianyu Blue Chain Platform, and based on this platform, it has realized the application of blockchain electronic invoices and blockchain electronic certificates. On the basis of developing blockchain electronic invoices, Donggang shares continue to expand the business of blockchain non-tax electronic bills and blockchain electronic certificates, combining traditional products with emerging technologies, and using information technology to enhance service functions. The cloud ticket assistant 2.0 that Watertek is developing, based on the traditional electronic invoice solution in the past, upgrades the blockchain electronic invoice to realize functions such as invoice chaining, invoice collection, invoice traceability, and invoice verification.

In this regard, Chen Xiaohua believes that blockchain technology can effectively avoid false invoices, improve the invoice supervision process, and make the fee-related information more secure. It can help tax authorities achieve borderless or cross-border monitoring and achieve efficient governance of taxation business. The vigorous growth of blockchain invoices in China reflects the positive development trend of national fiscal and taxation system innovation and smart government reform. Judging from this, the efficiency of my country's government governance is expected to be further improved in the future.

In addition to landing applications in mature fields such as finance and government affairs, some listed companies are also actively deploying emerging fields, such as computing power and distributed storage.

Zheng Dingxiang, president of the Shenzhen Information Service Blockchain Association, told the Securities Daily reporter that the blockchain is the underlying logic of the future digital age, and its distributed, decentralized, and self-organizing features have been tested in multiple scenarios for many years , with great success. With the continuous deepening of blockchain practice, people's cognition of blockchain is becoming more and more comprehensive, and the acceptance level is getting higher and higher. The empowerment scenarios of blockchain will gradually be enriched, and emerging scenarios will continue to emerge.

The "Securities Daily" reporter found from the annual report that Zhongjia Bochuang is actively deploying computing power export business. According to the annual report, Zhongjia Bochuang participated in the construction and maintenance of blockchain professional computer rooms in 2018. As a service provider, Changshi Communication, a wholly-owned subsidiary of the company, has rich experience in the construction and maintenance of communication networks, and is actively deploying blockchain equipment applications. On this basis, Zhongjia Bochuang began to deploy computing power export business in 2020, and will continue to increase investment in 2021.

Zhongjia Bochuang believes that if all domestic computing power is exported, it can contribute a large amount of foreign exchange to the country. If Sichuan's "abandoned electricity" and Xinjiang's "wodian" are exported in the form of computing services, the foreign exchange earned will effectively stimulate domestic infrastructure construction capabilities, which is very in line with the current policy orientation related to new infrastructure, and also in line with Sichuan, Industrial development policies in Xinjiang and other regions.

In terms of distributed storage, Sugon stated in its annual report that it will continue to improve its core competitiveness in the field of distributed file, block and object storage. The company released the ChainStor series of products for the blockchain market, and has become the preferred storage provider for TOP5 customers of IPFS public chain application projects.

"Distributed storage is one of the blockchain technology systems. It is combined with asymmetric encryption algorithms, consensus mechanisms, point-to-point transmission and other technologies to form a blockchain." Zheng Xiangxiang believes that centralized storage services are expensive and safe Sex is low. Distributed storage breaks up data into small pieces of data and stores them in different servers, such as the current IPFS distributed storage. The data in the distributed storage server is not a whole, but a fragment of data, which can better protect data security. Decentralization is the core feature of the blockchain, and distributed storage is the development direction of the storage field.

However, judging from the overall development situation, whether it is a traditional field or an emerging field, the layout effect of listed companies on the blockchain has not yet been reflected, and it is difficult to have a substantial impact on the performance of listed companies in the short term. The relevant person in charge of Okey Cloud Chain Research Institute analyzed to the "Securities Daily" reporter that, on the one hand, the current blockchain technology is still immature. For example, many listed companies have deployed the application of blockchain traceability, but due to the immature physical chain technology, it is difficult to guarantee the accuracy of information; Realize clearing and settlement in high-frequency trading scenarios. On the other hand, the market demand for many application scenarios is small. Except for a few fields such as electronic invoices, ABS, and supply chain finance, which have a strong demand for blockchain technology, many application scenarios have not yet discovered the demand for blockchain technology applications. If listed companies want to truly develop blockchain business, they need to make strategic planning and invest in the layout for a long time.

Chen Xiaohua believes that as all walks of life continue to explore the "blockchain +" application model, the blockchain industry will accelerate its implementation, and blockchain projects will continue to be enriched, empowering the deep integration of the digital economy and the real economy, and effectively solving the problem. Many pain points in traditional industries.


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