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微众银行发布2025飞梭链产业应用发展报告
Sou Hu Cai Jing· 2025-12-23 15:30
这份报告由金链盟与微众银行、中国信通院、电子标准院、赛迪区块链联合编制,围绕飞梭链孵化出的超600个产 业数字化应用中,甄选出220余项标杆案例,全面总结飞梭链开源八年来的技术演进与生态模式。 微众银行数字金融发展部负责人、金链盟常务副秘书长姚辉亚介绍,报告揭示了区块链技术在深度融合实体经 济、驱动数据基础设施升级、促进跨域可信协作方面的三大趋势,并披露飞梭链生态已汇聚超5000家机构、10万 开发者。 文/北京青年报记者 蔺丽爽 12月23日,北京青年报记者从微众银行了解到,在全国区块链和分布式记账技术标准化技术委员会(TC590)、 微众银行、深圳市金融区块链发展促进会联合主办的"2025区块链国家标准周"活动上,《2025飞梭链(FISCO BCOS)产业应用发展报告》正式发布。 微众银行自2015年起布局区块链,并于2017年牵头金链盟开源工作组推出国产区块链底层平台——飞梭链FISCO BCOS,迄今已八载。 ...
微众银行开源区块链八年,超600案例构建“事实标准”
Zhong Guo Jing Ji Wang· 2025-12-23 11:49
作为国家标准周系列活动之一,本次大会汇聚了产、学、研、用各界代表,共同回顾了中国区块链产业八年发展历程,展示了以飞梭链为核心的开源生 态在服务实体经济、构建可信基础设施、促进区域互联互通方面的扎实成果。 12月19日,由全国区块链和分布式记账技术标准化技术委员会(TC590)、微众银行、深圳市金融区块链发展促进会(简称"金链盟")联合主办 的"2025区块链国家标准周暨飞梭链FISCO BCOS开源八周年嘉年华"在深圳"前海5号楼"举行。 深度依托前海在跨境金融、深港联动、开放创新等领域的战略优势,微众银行根植于前海这片金融科技发展沃土,始终以科技为核心发展引擎,自2015 年起布局区块链,并于2017年牵头金链盟开源工作组推出国产区块链底层平台——飞梭链FISCO BCOS,迄今已持续深耕八载。 在促进跨区域乃至国际互联互通方面,飞梭链生态展现出显著价值。在应用方面,微众银行跨境科技团队负责人叶林松与国家(深圳·前海)新型互联 网交换中心市场部部长陈一家,介绍了"深圳-新加坡数据跨境验证平台"的实践,其为安全、高效的国际数据流动提供了中国范式。在技术方面,飞梭链已 全面兼容国内外主流软硬件,具备灵活的全球化 ...
中科软:暂不涉及跨境支付和数字货币桥相关业务
Ge Long Hui· 2025-12-23 10:03
格隆汇12月23日丨中科软(603927.SH)在互动平台表示,作为AI技术的应用方和整合方,公司专注于将 AI能力与行业场景深度结合。中科软依托其接近30年的行业应用软件的深厚积累,尤其是多年以来在 保险、医疗卫生领域的领先地位,精准卡位从传统"记录型软件"向AI时代"约束型软件"转型的战略机 遇。在B端的AI落地中,对数据的深刻理解与治理能力是中科软作为行业头部ISV的核心护城河。中科 软具有以蓝图数据结构为纲的多源异构数据管理体系,能够快速构建有助于提升垂直AIGC模型效果的 高质量数据集,可为AI应用提供精准的"燃料",形成了在行业专识数据层面的核心优势。在技术落地方 面,中科软以MaaS平台为核心底座,打造连接算力调度、数据治理、模型训练、实时推理的智能中 枢,支撑模型纳管及智能体应用开发的实施落地。在此之上,开发针对核保、理赔、风控等细分领域的 智能体,实现业务流程从被动记录到主动管理与运筹调度的跨越。未来,中科软将从一个"软件代码交 付者"进化为"行业智能决策能力的提供者",帮助B端客户实现大模型技术在行业落地的"最后一公里"。 公司围绕区块链的数据架构、隐私保护等核心关键技术形成了相关的专利和 ...
中科软(603927.SH):暂不涉及跨境支付和数字货币桥相关业务
Ge Long Hui· 2025-12-23 09:56
Core Viewpoint - Zhongke Soft (603927.SH) focuses on integrating AI capabilities with industry scenarios, leveraging nearly 30 years of experience in industry application software, particularly in insurance and healthcare sectors, to transition from traditional "recording software" to "constraint software" in the AI era [1] Group 1: AI Integration and Industry Position - The company emphasizes its deep understanding and governance of data as a core competitive advantage in the B-end AI implementation [1] - Zhongke Soft has developed a multi-source heterogeneous data management system based on blueprint data structure, enabling the rapid construction of high-quality datasets that enhance vertical AIGC model performance [1] - The company aims to evolve from a "software code provider" to a "provider of industry intelligent decision-making capabilities," assisting B-end clients in achieving the final mile of large model technology implementation [1] Group 2: Technological Infrastructure and Applications - Zhongke Soft's core platform, MaaS, serves as an intelligent hub connecting computing power scheduling, data governance, model training, and real-time inference [1] - The company is developing intelligent agents for specific areas such as underwriting, claims, and risk control, facilitating a shift from passive record-keeping to proactive management and operational scheduling [1] - The company has established patents and standards around blockchain data architecture and privacy protection, successfully assisting clients in applying blockchain products and technologies in reinsurance transactions [1]
从谨慎到入场:摩根大通(JPM.US)酝酿加密货币交易服务
智通财经网· 2025-12-23 09:19
智通财经APP获悉,据知情人士透露,摩根大通(JPM.US)正考虑向机构客户提供加密货币交易服务,此 举凸显华尔街银行在数字资产领域的参与度日益提升。 据相关报道披露,摩根大通正在对其市场业务进行全面评估,旨在探索能够推出的服务类型,从而进一 步扩大自身在加密货币市场的影响力,这些服务范围或许会涵盖现货交易以及衍生品交易等多个领域。 不过,目前相关努力尚处于初步探索阶段,具体计划的制定将取决于市场是否有足够的需求来支撑任何 一款特定产品的推出。 相比之下,其竞争对手摩根士丹利(MS.US)则计划通过与数字资产基础设施提供商 Zerohash 合作,于 2026 年上半年起在其 E*Trade 平台提供加密货币交易服务。 此外,摩根大通在区块链领域亦颇为活跃。本月早些时候,该行在 Solana 区块链上为 Galaxy Digital 成 功安排了一笔短期债券发行。 据了解,近期,摩根大通在加密货币领域动作不断,其首席执行官戴蒙对加密货币的态度转变耐人寻 味。此前,戴蒙就已暗示对加密货币的态度有所软化。 在该行五月份的投资者日上,戴蒙虽重申了对加密货币"系统中的杠杆作用""滥用""恐怖主义"等方面的 担忧,但同 ...
辽港股份跌1.23%,成交额1.26亿元,近5日主力净流入903.17万
Xin Lang Cai Jing· 2025-12-23 07:33
4、全资孙公司大连集发环渤海集装箱运输有限公司区块链项目获得网信办第二批备案 5、集团在集装箱码头加强航线市场开发,全年新增10条航线积极融入"一带一路"、国内国际双循环和 辽宁自贸区建设等国家战略,结合自身口岸冷链物流等业务优势,持续深挖东南亚、俄罗斯远东地区等 新兴航区市场潜能和南北运输需求机遇,新增7条东南亚航线,1条远东航线及2条内贸航线,实现对东 南亚区域核心港口的全覆盖,并进一步优化升级相关口岸集装箱航线网络。 来源:新浪证券-红岸工作室 12月23日,辽港股份跌1.23%,成交额1.26亿元,换手率0.42%,总市值379.51亿元。 异动分析 中韩自贸区+航运概念+统一大市场+区块链+中俄贸易概念 1、实控人大连国资委,主营港口业务,大连国资委旗下港口物流业务的统一运作平台目前已拥有近洋航线 70条,是东北地区最大的综合性码头营运商。中韩自贸协定的签订,对大连的货物贸易、服务贸易、引进 韩资、公共服务体系等方面都将产生重要影响。公司作为大连港港口物流业务的统一运作平台,是中国 东北最大的综合性码头营运商,为客户提供油品/液体化工品码头及相关物流业务、集装箱码头及相关 物流业务、汽车码头及相关物 ...
机构:泡沫证据不足,三大理由支撑2026年科技股将再次引领市场
Ge Long Hui· 2025-12-23 06:55
Core Insights - Despite fluctuations in 2025, technology stocks are performing strongly, driven by AI investments, with profit growth rates in technology and communication services approximately four times that of other sectors in the S&P 500 [1] Group 1: Market Dynamics - The demand for data center chips, including both the latest and previous generations of GPUs, is fully utilized, contrasting with the overbuilding seen during the internet bubble [1] - Chip manufacturers are facing severe shortages, limiting growth despite record production levels [1] Group 2: Valuation and Financial Risk - The estimated peak price-to-earnings (P/E) ratio for the MSCI World Technology Index in 2025 is 31 times, which is only half of the P/E ratio before the internet bubble burst in March 2000 [1] - Most capital expenditures until 2026 will be funded by the operating cash flow of technology giants, with projected operating cash flow for the top five capital expenditure companies reaching $700 billion by 2026 [1] Group 3: Future Outlook - Technology stocks are expected to outperform the market in 2026 due to three supporting factors: the evolution of AI focusing on value creation, advancements in various innovative fields, and strong profit growth reducing reliance on P/E expansion [2]
RWA链上经济:下一片创业蓝海,90%人未参透的底层规则
Sou Hu Cai Jing· 2025-12-23 06:11
最近和几位实体老板聊起"区块链""Web3",不少人一听就摇头:"太虚,不就是炒币那套?" 可转头看看:香港已在发行代币化绿色债券,新加坡星展银行帮客户托管区块链资产,连央企都在低调布局"RWA"(真实资产上链)。 风口从不敲锣打鼓,总藏在旧认知够不到的地方。2023年大家追AI红利,2025年的机会,或许就在被多数实体人忽略的"RWA"里——它无关炒币,是能帮 传统行业降本增效的新工具,更是创业者不可错过的窗口期。 一、什么是RWA? 不少人听到区块链就想到"炒币",却忽略了真正落地的RWA,早已与实体经济深度融合。RWA,就是把现实资产搬上链——无论是国债、房产、应收账 款,还是文旅项目的收益权,都能转化为标准化数字份额,让交易更便捷、成本更低、参与门槛更友好。 截至2024年底,全球RWA市场规模已超50亿美元,黑石、摩根大通、星展银行等巨头纷纷入局:美国国债代币化规模破10亿,新加坡银行提供链上资产托 管服务,央企也在推进大宗商品上链。 二、RWA的底层逻辑 人类财富变迁,本质是生产关系的重塑。农耕时代靠土地,工业时代靠机器,互联网时代靠流量与数据——谁能掌控生产资料,谁就占据优势。如今Web3 来临 ...
快讯 | 上周美股IPO上市:SPAC占7成,年度最大IPO花落医疗巨头
Sou Hu Cai Jing· 2025-12-23 05:51
整体来看,上周美股IPO市场"SPAC成主流,传统IPO诞募资王"。 12月15日-21日,美股市场迎来9家新上市公司,合计募资15.6亿美元,上市活动呈现明显SPAC主导特 征。其中7家通过SPAC方式上市,关注领域覆盖科技、国防、人工智能、区块链等多个热门赛道;另有 2家IPO,医疗保健巨头MedlineInc以62.65亿美元(未计绿鞋机制)募资成为今年美股最大IPO,专业服 务机构AndersenGroup(前安达信高管创立)同步登陆。 ...
对话上海交大高金严弘:绿色产业投资要因地制宜,“慧眼”在于读懂产业转型与技术路径
Xin Lang Cai Jing· 2025-12-23 02:12
Core Viewpoint - The Chinese financial system is at a historical juncture, emphasizing the construction of a financial powerhouse and the development of high-quality, resilient financial systems to support the real economy during the upcoming "14th Five-Year Plan" period [1][17]. Group 1: Green Technology Investment - Current green technology investment is heavily concentrated in the primary market and relies significantly on government-guided funds, leading to insufficient market-driven, long-term capital participation [1][13][30]. - The investment landscape requires financial institutions to enhance their professional judgment capabilities and focus on real application scenarios for long-term planning [1][18]. - The CVC (Corporate Venture Capital) model, led by industry players, is more aligned with the needs of green technology development, as it allows for long-term investment strategies that are closely tied to industry demands [1][18][33]. Group 2: Role of Technology in Green Finance - Technologies like artificial intelligence and blockchain can improve the credibility of green finance by enhancing data accuracy and reducing "greenwashing" [6][23]. - AI can provide reliable measurements of carbon footprints and emissions, while blockchain can ensure data integrity through its immutable nature, facilitating trust and verification in green certifications [6][23]. Group 3: Challenges and Opportunities in Green Technology - Despite advancements in certain areas like photovoltaic and wind energy, China's green technology development should not be limited to a few sectors but must address broader industrial challenges, especially in high-emission industries like steel and aluminum [8][25]. - The photovoltaic industry serves as a case study, demonstrating how significant government investment and policy support can reshape market dynamics and drive down costs, making green energy more competitive [9][26]. Group 4: Future Directions for Green Technology Investment - Long-term green technology investment should adopt a multi-modal approach, integrating large enterprises' resources with the needs of smaller firms that rely on external capital [31][30]. - Collaborative efforts among industry, academia, and research institutions are essential for advancing green technology, as seen in initiatives like Shanghai Jiao Tong University's "Big Zero Bay" project [31][30].