Core view
Trends in China: (1) the list of national blockchain innovation and application pilot projects was published. On December 22, 17 ministries and commissions including the central network information office, the Central Propaganda Department and the general office of the State Council announced the publicity on the list of selected national blockchain innovation and application pilots; (2) Pilot capacity expansion of digital RMB carbon neutralization. Users in nine digital RMB pilot areas, including Beijing, Shanghai, Hainan, Shenzhen, Suzhou, Xi’an, Changsha, Chengdu and xiong’an new area, will receive a certain digital RMB reward when they order takeout on the meituan platform, do not use disposable tableware, buy fresh and self-contained environmental protection bags, and buy e-ticket and train ticket online; (3) The first digital RMB cloud Side Smart contract application was launched in Shenzhen for lease fund supervision. Agricultural Bank Of China Limited(601288) Shenzhen Branch and Huawei Technology Co., Ltd. jointly held a press conference on the results of digital RMB smart contract in Shenzhen. Meanwhile, ABC Shenzhen Branch and Huawei jointly signed a strategic cooperation agreement on digital RMB joint innovation and unveiled the joint innovation laboratory.
Overseas trends: (1) sportswear giant Nike acquires virtual fashion brand rtfkt. Recently, Nike announced the acquisition of virtual fashion brand and NFT collection startup rtfkt; (2) Boeing plans to build a virtual digital twin aircraft in the metauniverse. Boeing, a giant aerospace aircraft manufacturer, hopes to build the next generation of aircraft in the meta universe. In Boeing’s future factory, mechanics around the world will interact through 3500 hololens head displays, and immersive 3D engineering design will be paired with Siasun Robot&Automation Co.Ltd(300024) exchanged with each other; (3) Catherine wood, founder of arkinvest Fund: in the next five years, she will focus on technical fields such as DNA sequencing, artificial intelligence and blockchain. Catherine Wood said: “the global economy is undergoing the largest technological change in history. The five innovation areas involving 14 technologies may change the existing world order represented by the benchmark.”.
Risk statement
The implementation process of digital RMB and CBDC in various countries is less than expected; Regulatory uncertainty of blockchain application; Blockchain infrastructure construction was not as expected.
