云赛智联 20250613 摘要 云赛智联作为副组长单位参与可信区块链标准制定，并与宜电新生合作， 在浦东新区建设区块链平台，已应用于数据资源、契约存储、电子材料、 时间银行、健康档案等领域，提升政务效率。 宜电新生未直接参与上海数据交易所的 RDA 项目，但提供技术支持，协 助浦东新区完成数据资产入表及价格评估，并与上海数据交易所保持交 流，推动公共数据授权运营和医疗数药流通。 上海市国资委对加密货币和稳定币的发展趋势进行学习，云赛智联将积 极配合，发挥自身优势，与政府部门合作，推动区块链在跨境贸易、供 应链金融、资产数字化中的应用。 云赛智联的母公司与浦发银行是战略合作伙伴，虽尚未开展具体业务， 但旗下上海科技网贷款等项目与浦发银行有联系，部分贷款来自浦发银 行。 云赛智联与蚂蚁、阿里巴巴、华为等公司在标准和技术规范方面有广泛 合作，共同制定区块链标准和规范，并应用于区块链平台建设和智能网 联车数据存证。 Q&A 云赛智联在区块链技术方面有哪些具体的项目和合作？ 云赛智联自 2020 年起与浦东新区大数据中心合作，致力于区块链技术的研究 与应用。早在 2019 年，国务院常务会议就听取了区块链技术的研究报 ...

Group 1 - The fourth Guangdong-Hong Kong-Macao Greater Bay Area Computing Power Industry Conference showcased the latest achievements in the construction of the Shaoguan data center cluster over the past year [1] - As of Q1 2023, the total computing power scale of the eight major hub nodes in China's "East Data West Computing" initiative reached 215.5 EFLOPS, accounting for over 70% of the national total [3] - The Guangdong-Hong Kong-Macao Greater Bay Area is positioned as a "bridgehead" for China's computing power to reach the world, emphasizing its role in the digital economy [3] Group 2 - Three major platforms were launched to create a new highland for computing power services in the Greater Bay Area [4] - The Guangdong-Hong Kong-Macao Public Computing Power Service Platform aims to build an efficient, green, collaborative, and secure regional computing power service system [5][7] - The provincial advanced storage center focuses on promoting secure and efficient data storage and circulation, supporting the aggregation of public, enterprise, and industry data in Shaoguan [5][7] Group 3 - The Shaoguan Data Aggregation Governance and Privacy Computing Platform adopts a dual-platform architecture to support public data authorized operations and innovate data application scenarios [5][7] - The Shaoguan Data Investment & Huawei Joint Innovation Laboratory was officially unveiled, collaborating with various industry partners to promote local development [5]

Core Insights - The privacy computing industry is characterized by a collaborative development across its entire value chain, which includes upstream hardware, midstream technology services, and downstream applications across various sectors such as government, finance, and education [1][2]. Industry Overview - The upstream of the privacy computing industry primarily consists of trusted hardware such as encryption chips and specialized processors, while the midstream includes technology and service providers offering various security protection technologies and application technologies [1]. - The downstream application layer encompasses a wide range of sectors, indicating a broad market potential for privacy computing solutions [1]. Regional Distribution - The distribution of representative companies in the privacy computing industry is relatively dispersed, with Shanghai having a well-established layout across the entire value chain, followed by Beijing, Guangdong, and Zhejiang [2]. Company Performance - Tencent leads in R&D investment within the privacy computing sector, followed closely by Alibaba and Baidu, with significant variations in R&D expenditure as a percentage of revenue among companies [6]. - Notable advancements in privacy computing have been reported by companies such as AsiaInfo, NSFOCUS, and Tuolsi [6]. R&D Investment - AsiaInfo's R&D investment totaled 319 million yuan, accounting for 28.8% of its revenue, while NSFOCUS invested 416 million yuan, representing 32.7% of its revenue [7]. - The R&D efforts of various companies are focused on developing comprehensive solutions in privacy computing, including secure execution environments and integrated systems [7]. Investment Trends - Privacy computing companies are actively investing in sectors such as scientific research, technology services, and financial services to enhance their technological capabilities and expand their market reach [10]. - Recent investments include AsiaInfo's 10 million yuan investment in Tianjin AsiaInfo Security Technology Co., and NSFOCUS's 510 million yuan investment in Nanjing Tuolsi Intelligent Systems Co., among others [11][12].