文 | 连卫民
8月12日，腾讯发布了2020年第二季度及上半年业绩报告。其中“金融科技及企业服务” 单季收入298.62亿元，同比增长30%，超越网络广告成为腾讯的第二大业务收入板块。
On August 12, a performance report for the second quarter of 2020 and the first half of the year was released. Of this amount, “Financial science and technology and business services” earned $29,862 million in a single season, an increase of 30 per cent over the same period.
这是腾讯自成立20年来，第一次出现完全TOB的大业务单元，腾讯把TOB业务提升到了一个前所未有的战略高度。而区块链在产业领域，有天然的TOB的基因，也成为腾讯战略布局中的重要部分。
This is the first time in 20 years that a full-scale ToB business unit has emerged, bringing the ToB business up to an unprecedented strategic level. In the industrial sector, with the natural ToB genes, it is also an important part of the strategy.
今年4月，腾讯推出了《产业区块链》一书。马化腾在序言中提到：今天的区块链有望超越比特币，远离狂热的炒作，脚踏实地，从谷底起步，开始攀爬产业互联网的长坡。如同工业时代的用电量，未来“用链量”也许会与“用云量”结合在一起，成为数字时代经济社会的重要指标。
In April of this year, the Episode launched the book “Industrial Block Chains.” In its preamble, Matheson said that today’s block chains are expected to go beyond bitcoin, far from the frenzy of passion, to start at the bottom of the valley, and to climb the long slopes of the industrial Internet. As in the case of electricity use in the industrial age, future “chains” may be combined with “clouds” as an important indicator of the economic society of the digital age.
5月26日，腾讯云与智慧产业事业群总裁汤道生对外宣布，腾讯未来五年将投入5000亿元，用于新基建的进一步布局，区块链是重点投入领域之一。
On 26 May, Tang Dao, President of Tsing Cloud and Smart Industries, announced that the Tseng will invest $500 billion over the next five years in the further configuration of the new capital, and that the block chain is one of the key areas of input.
不难看出，和产业互联网高度契合的区块链已经成为腾讯TOB布局的重要一环。
It is easy to see that the chain of blocks that is highly compatible with the industry Internet has become an important part of the ToB configuration.
资料来源：腾讯2020年Q2财报
腾讯区块链发展历程
The Development of Block Chains
自2015年起，腾讯区块链团队便开始关注区块链技术并进行自主研发。
From 2015 onwards, the troupe block chain team began to focus on block chain technology and to develop it autonomously.
2016年，腾讯开始进行区块链底层技术的自主研发，开发联盟链云服务BaaS、上线基于区块链技术的银行间联合贷款清算平台。并成立了金融区块链合作联盟，该联盟包括了微众银行、平安银行、腾讯等 31 家企业。
In 2016, Tseng began autonomous research and development of the bottom of the block chain technology, developing the Alliance Chain Cloud Service BaaS, an online platform for joint interbank loan clearing based on block chain technology. A financial block chain cooperation alliance was established, which includes 31 businesses such as Microbanks, Peacebanks, Tetsu, etc.
2017年4月，腾讯发布了《区块链方案白皮书》，提出打造数字经济时代信任基石的概念。这也是大型互联网公司发布的首份区块链白皮书。
In April 2017, the White Paper on the Block Chain Programme was released, proposing the concept of building the building blocks of trust in the digital economy. It was also the first white paper on the Block Chain issued by a large Internet company.
2018年到2019年，腾讯先后推出了自主可控的区块链基础设施——TrustSQL和一站式区块链服务平台——TbaaS，并在税务、医疗、游戏等多领域落地应用。
Between 2018 and 2019, Témour launched autonomous and controlled block chain infrastructure — TrustSQL and a one-stop block chain service platform — TbaaS — and applied in a wide range of areas, such as taxation, medical care and games.
资料来源：《2019腾讯区块链白皮书》
Source: White Paper on the Chain of Blocks in 2019
TrustSQL主要聚焦于底层开发平台的研发和定制化的区块链应用落地；TbaaS则致力于降低企业使用区块链的门槛，把区块链服务平台化，并探索区块链+各行各业解决方案。
TrustSQL focuses mainly on the development and customization of block chain applications for bottom development platforms; TbaaS works to lower the threshold for businesses to use block chains, to strategize block chain services and to explore block chains and industry-wide solutions.
资料来源：《2019腾讯区块链白皮书》
Source: White Paper on the Chain of Blocks in 2019
进入2020年，区块链的发展迎来了前所未有的良好外部环境，腾讯也加快了在产业区块链的布局。
In 2020, the development of the block chain ushered in an unprecedentedly good external environment, and the tether also accelerated the layout of the industrial block chain.
4月29日，腾讯正式发布区块链加速器“腾讯产业加速器—区块链”，聚焦技术、服务、应用场景三大方向。区块链加速器旨在通过整合全球区块链产业资源，链接优秀的区块链企业，共同推动区块链技术自主创新，助力技术应用落地行业场景。
On April 29, a block-chain accelerator, “Team Industrial Accelerator - Block Chain”, was officially launched, focusing on three main directions: technology, services, and application. The block-chain accelerator aims at integrating global block-chain industry resources, linking excellent block-chain enterprises, and promoting technological autonomy in block-chain innovation and enabling technology applications.
5月26日，腾讯云与智慧产业事业群总裁汤道生对外宣布，腾讯未来五年将投入5000亿在区块链等重点领域，用于新基建的进一步布局。
On 26 May, Tang Dao, the Managing Director of Tsing Clouds and Smart Industries, announced that the Tseng would invest over 500 billion over the next five years in priority areas, such as block chains, for further configuration of the new infrastructure.
6月1日，腾讯云发起成立产业区块链联盟，计划年内招募100家成员，共同推动产业区块链相关标准建设、区块链核心技术研发以及产业落地。
On 1 June, Tsingyun launched the establishment of the Industrial Block Chain Alliance, which plans to recruit 100 members over the course of the year to jointly promote the construction of standards related to the industrial block chain, the development of core block chain technology and the landing of the industry.
7月3日，腾讯“清远云计算数据中心”正式开启服务，整个数据中心集群规划容纳服务器超过100万台，将落地包括区块链在内的200项新兴数字化技术，还将与腾讯云在粤港澳大湾区中已有的核心节点以及边缘节点连接。
On 3 July, the teeming “Away Cloud Calculating Data Centre” was officially launched, with the entire data centre cluster planning to house more than 1 million servers, with 200 emerging digital technologies that will land, including block chains, and will also be linked to the core nodes and marginal nodes that Tseng cloud already has in the Bay of Australasia area of Hong Kong.
8月8日，腾讯区块链加速器全球32强名单出炉。包括众企安链、成都链安、光之树等在内的32家企业主要围绕产业区块链解决方案、产业区块链基础设施、产业区块链周边服务三大方向开展业务，总估值超76亿元。
On August 8, the Trench Block Chain Accelerator was listed as the top 32 global list. Thirty-two enterprises, including the business safety chain, the Chengdu chain, and the Kwangki tree, operated mainly around the three main directions of the industrial block chain solution, the industrial block chain infrastructure, and the services around the industrial block chain, which were valued at over $7.6 billion.
经过5年的研发和探索，无论是在底层技术的开发上还是在产业生态的建设上，腾讯区块链都取得了不小的成果。
After five years of research and development and exploration, both in the development of bottom technologies and in the construction of industrial ecology, the tether chain has achieved considerable results.
7月31日消息，知识产权产业媒体IPRdaily与incoPat创新指数研究中心联合发布了“2020上半年全球企业区块链发明专利排行榜（TOP100）”，腾讯以872件专利申请数量排名第二。
On 31 July, IPRdaily, the intellectual property industry media, jointly with the IncoPat Innovation Index Research Centre, published the Global Patent List (TOP100), which ranked second in the 872 patent applications in the first half of 2020.
图片来源：网络
目前，腾讯区块链已经在供应链金融、商业银行票据、司法存证、电子证照、公益寻人、数字内容保护、产品溯源防伪、医疗处方流转等领域有广泛的应用尝试。
Currently, there are extensive attempts to apply the tether chain in the areas of supply chain finance, commercial bank notes, judicial record-keeping, electronic record-keeping, public interest searchers, digital content protection, product traceability, medical prescriptions, etc.
.
截至7月3日，由腾讯区块链提供底层技术支持的深圳区块链电子**目前开票量已达2500万张，被广泛应用于公共交通、政务民生、金融保险、零售餐饮、互联网服务等上百个领域。
As of 3 July, the Shenzhen block chain electronic**, which provides bottom-level technical support from the tether block chain, now stands at 25 million tickets, has been widely used in hundreds of areas such as public transport, civil and political life, financial insurance, retail catering and Internet services.
2019年12月23日，腾讯内部又发布了《关于成立数字货币研究项目组（虚拟组织）并指定相关负责人的通知》，决定在企业发展事业群支付基础平台与金融应用线下成立数字货币研究项目组（虚拟组织）。项目组整体负责数字货币研究项目各项工作推进，跟进落实政府相关部门最新政策，开展数字货币相关研究，业务模式创新及应用场景落地验证。
On 23 December 2019, a circular on the establishment of a digital currency research team (virtual organization) and the designation of the relevant officials was issued. It was decided to set up a digital currency research team (virtual organization) under the business development infrastructure and the financial application line. The project team is responsible for carrying out the work of the digital currency research project, following up on the latest policies of the relevant government departments, conducting digital currency-related studies, innovation in business models and field validation.
腾讯还开发了“微企链”和“至信链”，分别用于改善小微企业融资困境和司法存证。目前，“微企链”已获深交所无异议函和储架规模 100 亿元，“至信链”已有多家高级人民法院加入成为权威节点，当前链上存证数据超过千万条。
It has also developed “micro-business chains” and “to-letter chains” to improve micro-enterprise financing dilemmas and judicial documentation, respectively. At present, the “micro-business chain” has received 10 billion yuan in letters of no-objection and shelf size, and several high-level people's courts have joined the chain as authoritative nodes, with more than 10 million pieces of evidence in the current chain.
2019年4月，腾讯首款含有区块链元素的游戏“一起来捉妖”上线。不到两个月的时间，游戏中搭载的腾讯区块链模块“专属猫”已经产生数百万个区块链活跃地址以及近千次区块链交易数。
In April 2019, the first game containing block chain elements, " Together to catch demons ", went online. In less than two months, the tether block chain module, " Monopoly Cats ", mounted in the game, has generated millions of block chain active addresses and nearly thousands of block chain transactions.
另外，腾讯区块链在政务、溯源、供应链金融、版权保护、司法等领域都已经有了成功的落地应用案例。
In addition, the tether chain has been successfully applied in areas such as government, traceability, supply chain finance, copyright protection, and the administration of justice.
未来布局展望
在区块链已经上升为国家战略，并且被纳入新基建的背景下，腾讯作为互联网巨头企业，加码区块链无疑是正确的做法。
In the context of the fact that the block chain has risen to a national strategy and has been incorporated into the new infrastructure, it is undoubtedly the right approach as an Internet giant enterprise, plus a code block chain.
其实不止腾讯，阿里、百度、京东等互联网企业都在布局区块链。在信息互联网向价值互联网过渡，消费互联网向产业互联网转型的过程中，没有谁愿意掉队。
In fact, more than just tweaking, the Internet businesses of Ali, Pedu, and Kyundong are in a grid. No one is willing to fall behind in the transition of information Internet to value Internet and consumer Internet to industrial Internet.
尽管腾讯在区块链领域已经有五年的积累，但是也并非没有对手。而其最大的对手，依然是阿里，具体来说，是阿里的蚂蚁链。
Though it has accumulated over five years in the area of block chains, it is not without rivals. Its biggest opponent is Ali, specifically Ali’s ant chain.
从区块链技术来看，入局较早的阿里具有明显领先优势。从2016年开始，阿里已经连续四年蝉联了全球区块链技术专利第一。
From the point of view of block chain technology, the early entry of Ali has a clear lead. Beginning in 2016, Ali has been the world’s first patent for block chain technology for four consecutive years.
7月23日，蚂蚁区块链正式升级为“蚂蚁链”。根据蚂蚁集团内部消息，“蚂蚁链”这个名字是马云亲自起的，这足以说明马云以及阿里对区块链的重视。
On July 23, the ant block chain was officially upgraded to an ant chain. According to inside the ant group, the name “ant chain” was raised by Ma Yun himself, which is enough to demonstrate the importance that Ma Cloud and Ali attach to the block chain.
除了竞争对手的挑战外，区块链行业本身目前也面临着诸多问题。
In addition to the challenges of competitors, the block chain industry itself currently faces a number of problems.
首先，区块链技术在资产链上链下数据同步、确权等方面存在诸多问题，让区块跨链技术商业化的推进困难重重。
First, block chain technology has many problems in data synchronization, validation, etc. in the chain of assets, making it difficult to advance the commercialization of block cross-chain technology.
其次，区块链技术作为新型技术需要大量的技术人才，而市场又极度缺乏区块链技术人才，这必然会延迟区块链技术的商业化。
Second, block chain technology, as a new technology, requires a great deal of technical talent, while the market is extremely short of block chain technology, which inevitably delays the commercialization of block chain technology.
而在未来市场，区块链技术在完成资产上链后，其应用场景将大幅扩展，甚至引起产业革命，但在巨头各自为战的区块链市场，则有可能因此形成“信息孤岛”的问题。
In future markets, the application of block-chain technologies, once they have completed the asset chain, will expand significantly, even trigger an industrial revolution, but in the segment-chain markets where giants are fighting each other, there is a risk that the problem of “information silos” will arise as a result.
对于腾讯而言，加码区块链自然是转向TOB的重要砝码，但是也不得不面临着许多未知的挑战。
For tweaking, the added block chain is naturally an important signal for turning to ToB, but it also has to face many unknown challenges.
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