2023-2024中国区块链年度发展报告

Investment Rating - The report does not explicitly provide an investment rating for the blockchain industry. Core Insights - The blockchain industry in China has shown steady progress in 2023, with continuous technological innovation and deep integration into various sectors, including government services, judicial evidence, fintech, and digital assets [2][8][50]. - The report emphasizes the importance of blockchain technology in supporting the digital economy, digital society, and digital governance, contributing significantly to the construction of a digital China [2][8]. Summary by Sections 1. Overall Status of Blockchain Development in China - The policy environment for blockchain development has been continuously optimized, with over 1,000 blockchain-related policies issued by various government departments by the end of 2023, including 79 new policies in 2023 alone [8][12]. - The first batch of national standards for blockchain has been released, with a total of over 118 standards established by the end of 2023, including 12 national standards and 78 group standards [20][22]. - Technological innovations have made significant breakthroughs, with a focus on enhancing research capabilities and expanding application scenarios [31][32]. 2. Current Status of Blockchain Industry Development - The structure of the blockchain industry chain is continuously extending, with a significant trend of multi-technology integration [55]. - The number of blockchain enterprises has reached over 1,900, with a compound annual growth rate of 24% since 2019 [44][46]. - The scale of the blockchain industry in China is estimated to be around 60 billion yuan in 2023, showing a year-on-year decrease of 11.7% [44][46]. 3. Current Status of Blockchain Technology Development - Innovations in core data layers and new account models are emerging, enhancing the efficiency and security of blockchain systems [86][87]. - The application of cryptographic algorithms is diversifying, with significant advancements in privacy computing and security measures [88][89]. - The development of smart contracts is improving, with enhanced performance and security features [90][92]. 4. Current Status of Blockchain Industry Applications - Blockchain applications in government services have deepened, with 44 typical applications launched in 2023, enhancing service efficiency and public trust [102][103]. - The judicial field has seen 67 applications in 2023, improving the efficiency of judicial services [106][107]. - In the financial sector, 41 blockchain applications were implemented, covering areas such as equity trading and supply chain finance [109][112]. 5. Current Status of Standardization and Norms in Blockchain - The construction of a standard system for blockchain is progressing, with a focus on bottom-layer architecture and application standards [128][130]. - The development of electronic signature standards has accelerated, with new guidelines issued to enhance compliance and reliability [130][131]. 6. Current Status of Blockchain Enterprise Development - The number of newly established blockchain enterprises in 2023 was 238, with significant contributions from regions like Guangdong and Jiangsu [142][143]. - R&D investment remains high, with a majority of enterprises investing significantly in innovation [143][144]. - The revenue of blockchain enterprises is steadily increasing, with a notable rise in the number of profitable companies [147][148]. 7. Challenges Facing Blockchain Development - Issues related to core technology compatibility and collaboration need to be addressed to enhance interoperability and data sharing [151][152]. - The industry is in an adjustment period, with new growth points like the metaverse and Web3.0 not yet fully realized [153][154]. - There are concerns about redundant infrastructure construction and resource wastage due to a lack of unified planning [155][156]. 8. Recommendations for Promoting Healthy Blockchain Development - Enhancing core technology compatibility and collaboration is crucial for improving development efficiency and security [158]. - Accelerating exploration of new directions for industry development, particularly in Web3.0 and the metaverse, is recommended [159]. - Strengthening infrastructure planning and coordination to optimize resource allocation is essential [160]. - Improving regulatory capabilities to ensure effective management of digital assets is necessary [161].