One week market observation ｜ Shanghai starts the NFT concept of the digital asset sector of the Digital Stock Exchange, may it become a new outlet?

Cover Journalist Zhu Ning

On August 24th, the "five major issues" of Shanghai Data Transaction took the lead in setting up a digital asset sector nationwide to reconstruct the "concept, sector, products, websites, tools" digital assets, to create a new model of the deep integration of digital assets and the real economy. Essence

Digital collections and digital artworks based on blockchain are a type of digital assets in domestic and foreign semantics. In fact, as early as the first half of 2022, Shanghai has begun to actively explore the construction of NFT (digital collections in domestic language context).

NON-FUNGIBLE tokens, which are non-homogeneous tokens), are a architecture in the blockchain technology. Copycry digital equity certificates that cannot be copied, tampered, and divided are divided. It has certain irreplaceability, so that it has a certain collection value, and it can also be applied to multiple fields, such as art, design and other fields.

Policy support actively explore the NFT trading platform

In 2021, the blockchain was officially included in the "Fourteenth Five -Year Plan" outline as an important industry for developing the digital economy. On December 29 of that year, the State Copyright Administration issued the "Fourteenth Five -Year Plan" of Copyright Work, which mentioned in the document to promote the protection of copyright protection of the new format and the new field.

As early as the first half of this year, Shanghai has begun to actively explore the construction of the NFT trading platform. According to the "Fourteenth Five -Year Plan" issued by the Shanghai Municipal People's Government's General Office, support leading enterprises to explore the construction of NFT (intangible homogeneous tokens) trading platforms, and study promoting digital and digital IP global assets such as NFT Related formats such as circulation, digital confirmation protection and other related formats are tried first in Shanghai.

This time, all the "five major starts" in Shanghai are involved, namely innovation first digital asset definition, the first digital asset sector management specifications, the first -issued digital assets, the initial digital asset network, the first digital asset management tools of the first digital assets, the number of first -issued digital asset management tools Essence

Among them, the new definition of the first digital assets of innovation defines the "four or six categories of digital assets". "Four No" means that the underlying goods are not listed on financial assets, no clear economic value is not listed, digital asset property rights are not clear and not listed, and they do not meet the listing of national laws and regulations; Confirmation, pricing, circulation, traceability; "six categories", which are currently tradable digital assets, mainly include six types: Cultural Bo, Cultural and Creative, Consumer Scene, Brand Marketing, Industrial Application, and Data Intellectual Property.

The development of popular NFT product platform is continuously launched

At this stage, NFT is still in the early stages of development, and more applied to the protection of personal assets. It is a "identity card" of digital assets. It has become a symbol of showing the status and wealth of the virtual world. "".

In fact, the NFT concept did not appear in the public's field of vision recently, and it had a short -term prosperity in 2018. Data show that in 2018, the sales of NFT had a short -term prosperity. In 2019, it entered the bottom of the bubble valley. In 2020, the market was slightly warmed. In 2021, the NFT market once again appeared.

The development of the domestic NFT market is slower than overseas, and it has been active since the second half of 2021. From the end of December 2021, Xinhua News Agency released its first digital collection, and to Bilibili announced the release of the first digital art avatar "Pigeon De" early this year, and officially opened its registration. Pepsi, adidas Neo, KFC and other brands participated, and the popularity of digital collections continued to rise.

The fieryness of the collection naturally drives the explosion of related platforms. In the past period, the growth momentum of the digital collection platform is very rapid. According to data, from 2019 to August 2022, there are more than 900 domestic digital collection platforms. Among the digital collection platforms that are known for the specific launch date, 68 digital collection platforms were added in 2021, while only 639 new digital collection platforms were added in the first half of the year in 2022.

More importantly, on July 18, the digital copyright collection platform- "Tiantong Nuzu" was launched on the public beta. Tiantong Digital Tibetan is the official platform for the display and exchanges of digital collection display and exchanges under the Ministry of Industry and Information Technology's Industrial Cultural Development Center (ICDC). As of now, more than 20 "national team" digital collection platforms have been launched. Since July this year, a total of 6 state -owned background number Tibetan platforms have entered the venue.

The development of NFT is closely related to the Yuan Universe

From the conceptual trend. Since the end of April, the NFT concept has gradually rebounded. As of the closing of the last trading day (August 26), the sector index reached 1042.31 points, an increase of 15%from the lowest point in the first half of this year.

As of now, the concept of Oriental Wealth NFT has a total of 28 ingredients. Among these ingredients, A -share listed companies such as blue cursor and Tom Cat have successively launched a digital collection platform. According to statistics, from the perspective of listed companies, at least 20 listed companies have launched digital collection trading platforms.

In addition, the "TOPHOLEDER Top Tibetan" of the Self -Media Digital Collection Tools has been used as a Weibo digital collection official service provider and digital collection distribution platform to help self -media creators with digital collection services. It is worth noting that most of the above -mentioned NFT concept stocks are reunited with the concept of the Yuan universe.

For the relationship between the Yuan universe and NFT, some analysis pointed out that NFT must correspond to specific digital assets, mainly for the confirmation of digital assets, such as literary works, music works, and film and television works in the real world. The clear copyright belongs to it is very clear. In the virtual world, virtual digital assets such as private avatar, emoticons, digital painting and other virtual digital assets and property rights transactions require the NFT tool. NFT is not only a new asset carrying method, but also a new type of technology application based on blockchain, which is very likely to empower the blockchain industry and the physical industry two -way. NFT is a trend product in the digital age, which may play an increasingly important role in the future, and related layout companies may also gain a starting advantage.

CITIC Securities believes that the establishment of the Yuan universe will bring rich digital scenarios and digital assets. NFT provides underlying support for the generation, confirmation, pricing, circulation, and traceability of digital assets in the Yuan universe. In addition, NFT's unique characteristics of non -homogeneity will further promote the from the reality of the Yuan universe to the deficiency, from the false to the real mutual mapping, and accelerate the implementation of the Yuan universe economic system.

Looking at the NFT alone, there is still much room for development in the future market size. The types of assets will be more abundant. More art, cards, NFT games, and other new applications may be released. There is also a large room for improvement in the technical level. In addition, the development of digital RMB in the future and the improvement of the legal system are also expected to jointly drive the sustainable development of the NFT industry.

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