智慧城市是一块看起来很美味的蛋糕,许多官方非官方机构进来做蛋糕,但不算很成功。正如上海社科院城市与人口发展研究所副所长屠启宇所言,目前全球智慧城市从概念和模型阶段发展到了规划和建设阶段,仍处于探索期。区块链也是一个处于探索阶段的风口技术,众多人蜂拥而上。而现在的万向集团,似乎想在风口上做蛋糕。
The city of wisdom is a cake that looks delicious, and many official and unofficial institutions come in to make cakes, but it is not very successful. As the Deputy Director of the Institute of Urban and Population Development of the Shanghai Institute of Social Affairs said, the city of wisdom has now evolved from the conceptual and modelling stage to the planning and construction stage and is still under exploration.
2016年9月,万向集团首次公开了“创新聚能城”规划。据称,万向的目标是结合云计算、大数据、人工智能、物联网等前沿科技,打造历史上第一个建立在区块链上的新型智慧城市。创新聚能城是其智慧城市规划中的重点,此外还有衢州低碳特色小镇项目。
In September 2016, the "Inventive energy city" plan was first made public to the group. It was said that the goal was to build
据雷锋网了解,未来创新聚能城可能发展出的区块链应用场景包括:分布式能源系统、居民身份与电动车设备ID登记在同一账本上的“共享经济”模式、追踪动力电池及二次回收用作储能电池、智能制造、机机对话、智能家居与智能社区服务。
According to the Thunderbolt Network, the applications of the chain of blocks that could be developed in the future of the City include distributed energy systems, a “shared economy” model for residential identity and electric vehicle equipment ID registration on the same ledger, tracking of power cells and secondary recovery for energy storage batteries, smart manufacturing, machine dialogue, intelligent home and intelligent community services.
日前,雷锋网与万向控股首席创新官CIO王允臻,万向区块链咨询业务和新链加速器合伙人、万云平台总经理陶曲明进行了对话,探讨万向创新聚能城具体规划和实施举措。
Today, Thunderbolt has engaged in a dialogue with the Chief Innovator, CIO, the Chief Innovator, the Chief Innovator, the Advisers to the Block Chain and the New Chain Accelerator, and the General Manager of the Man cloud platform, Tautu Minh, to explore concrete planning and implementation initiatives for the City.
王允臻告诉雷锋网,创新聚能城是个很大的项目。时间跨度很长,大约在7~10年,总投资在2000亿,区域面积近10平方公里,预计容纳9~10万常住居民。
Wang Yung has told Thundernet that the City of Innovative Energy is a big project. It has a long time span of about 7 to 10 years, with a total investment of 200 billion and an area of nearly 10 square kilometres, and is expected to house 90,000 to 100,000 permanent residents.
王允臻介绍道,“聚能”有两层含义。
According to Wang Yun, there are two levels of conglomerate.
第一是指汇聚全球创新能力,万向希望能与全球范围内有能力的团队共同建设聚能城。
The first is to bring together the global capacity for innovation in the hope of working with competent teams on a global scale to build energy cities.
第二,“能”指能量Energy。汽车零部件与新能源产业是万向两大主业,电池产业是电动汽车价值链上非常重要的一环。而未来城市对于能源的需求会进一步扩大。从技术和价值链角度出发,智能能源的规划网络与汽车产业发展会有很多交集,与万向的前进道路也非常契合。
In the future, cities’ demand for energy will expand further. From a technology and value chain perspective, smart energy planning networks interact with the growth of the automobile industry, and are well aligned with the way forward.
聚能城项目与万向致力打造的双创平台也是直接相关。双创平台是创新创业平台,目前由王允臻负责。王允臻指出,双创平台在万向产业转型过程中有着不可或缺的作用。万向已经验证了创业创新道路,现在想将此道路与集团其余项目结合起来,而创新聚能城会是一个很好的实践落地基地。
The Fusion City project is also directly related to the creation of a two-way platform. The two-way platform is an innovative entrepreneurship platform, which is now run by Wang Yun, who has pointed out that the two-way platform has an indispensable role to play in the transition from one industry to another.
目前创新聚能城还处于初期阶段,陶曲明表示,该项目已经与政府策划推进了多年,现阶段重点是联合普星聚能进行全球招募,寻找国内外创新创业团队共同构建城市场景和商业生态。
The City of Innovative Energy is still in its early stages, with Tauczymin stating that the project has been under way with the Government for many years, and that the focus at this stage is on global recruitment by Unillustration and the search for national and international innovative business teams to build urban landscapes and business ecology.
这些年来,各地政府和行业巨头纷纷发力智慧城市。而万向强调创新聚能城构建在区块链上,这与以往存在什么不同?
Over the years, government and industry giants have been active in intelligent cities. What is the difference between a city that emphasizes innovation and is built on a block chain?
王允臻表示,和以往的智能城市项目不同,万向创新聚能城不是在现有城市物理和IT设施上加一个“智能应用层面”,而是从规划和建设阶段开始,从底层就部署支持物联网、区块链等技术的基础设施。在采访的过程中,万向也一直强调创新聚能城的两大特点——分布式思维和开放协作。
陶曲明表示,万向将采用分布式构建方式做城市。他解释道,城市是个纷繁复杂的大系统,人口稠密,商业生态、场景、企业聚集,而这就决定了万向不可能独自拥有所有的技术和应用能力,一家包办。
Tokumin said that the city would be constructed in a distributed manner to be a city . He explained that cities were a vast and complex system, densely populated, commercial ecology, scenes, conglomerate of businesses, and that this determined everything to be to have all the technical and application capabilities, one-stop shop.
“我们以更适合区块链的思维去构建城市,精髓是开放协作,跨出企业的边界。考虑到新技术、新商业模式不断涌现,不同于传统城市规划,我们采用从上而下、从下而上相结合方式,给团队留足发挥空间。
“We build cities with thinking more appropriate to the chain of blocks, the essence of which is open collaboration, moving beyond the boundaries of business. Given the emergence of new technologies, new business models, unlike traditional urban planning, we use a combination of top-down and bottom-up approaches to give teams space.
他还指出,万向会给其他团队们一些切入点,例如分布式能源、智能汽车,对于基础构建、功能规划也会有一定指向,但是不会也没有办法去规划到具体的场景系统。
He also noted that there would be entry points for other teams, such as distributed energy and smart cars, and that there would also be some direction for basic construction and functional planning, but there would be no way to plan specific scenarios.
在王允臻看来,虽然聚能城是一座搭建在区块链上的城市,但是这并不意味着一开始就设计好一个区块链网络,否则又陷入了中心化的顶层设计局面。更何况,万向不可能一蹴而就设计完所有的创新点,以及创新实施的所有侧面,必须在设计规划过程中,通过区块链的分布式特性,在流程上计划试错、容错,并容许技术应用的大胆创新。
In Wang Yun's view, while the city is a city built on a block chain, this does not mean that a network of blocks is designed from the outset, otherwise it falls into a centralized top-level design situation. Moreover, 在实践中不断完善。
In his view, one of the main roles of block chains is to break down data silos. And the previous smart cities, smart city management projects, are still experiencing data silos. Smart transportation, smart energy systems made by different companies may not be possible, but connectivity between different systems can be achieved on block chains, and new applications can be built at the level of connectivity .
除了参与创新聚能城项目,陶曲明还是万向区块链云平台平台负责人。万云平台是基于区块链的去中心化云计算平台,目前处于半开放公测阶段。不同于IBM BaaS 构建在Hyperledger上,万云通过从下往上引入区块链底层架构,如以太坊、Factom和Bitcoin等,令这些底层技术最终通过API形式变得可获得和易用,并不限制某一底层架构,之后还将持续引入。创新聚能城也并非必须使用万云平台。
Unlike IBM BaaS, which is built on Hyperdger, through the bottom structure of the chain, such as Ether, Factom, and Bitcoin, which eventually becomes accessible and accessible through API, and which does not limit a substrate structure, IBM BaaS will continue to be introduced. The City of Innovative Energy also does not have to use cloud platforms.
王允臻将此表述为“不站队”。除了区块链情况并不明朗的原因外,他认为这能帮助万向在生态系统中占据高位。因为一旦站队,Incumbency(“卡位”,即现有的服务价值体系、商业模式及其受益方)将成为阻碍。
Wang Yung describes this as "no team." In addition to the reasons why the situation in the block chain is unclear, he believes that this will help to occupy a high position in the ecosystem. As soon as the team is on board,
第一,技术Incumbency,一旦选择了某种技术阵营,在战略规划上就难免背上包袱,展开与其他技术阵营的合作也会束手束脚。
First, Technology Incubancy, once a technology camp has been chosen, 每推出的新业务难免受到所谓核心业务的影响,譬如重点在公有云业务拓展的公司,在以什么样的形式提供区块链服务、建立云平台生态系统等问题上,就难免削足适履。这在跨国公司巨头中并不少见。
Second, Incumbency. Incumbency越巩固,消费者、从业者、监管三方迎接新挑战、新风险的意愿更低。从过去二十年来看,中国创新的领导性突破往往来自于本身相对落后的行业:例如零售业的相对不成熟造就了淘宝经济。这也是中国在金融科技(Fintech)投资规模上引领全球,而欧美反而因其较完备的信贷、支付体系导致Fintech发展未及预期的原因。这同样适用于区块链行业。
The more mature the industry, the more entrenched the industry is, the more the industry is, the more the industry is, the more the industry is, the more entrenched the industry is, the more the industry is, the more the consumer, the practitioner and the regulator are willing to meet new challenges and new risks, the less the industry is willing to do. From the last two decades, China’s leadership breakthroughs in innovation have often come from industries that are relatively backward: for example, the relatively premature retail sector, which has created the predatory economy.
陶曲明补充道,今年ICO投资超过VC投资,万向发现开源社区的力量愈发凸显。
Tockomin added that this year the ICO invested more than the VC, and that the power of finding open-source communities became more evident.
“开源社区是区块链发展的源泉和生命海洋,社区形成了一个闭环。”
“The open-source community is the source of the development of the block chain and the ocean of life, and the community forms a closed circle.”
万向集团拟通过一套组合拳来推动创新聚能城的建设。具体来说,从技术、资源、政策三方面推进。
The group intends to promote the construction of an innovative energy city through a combination of fists. Specifically, it will advance in terms of technology, resources, and policies.
据了解,万向将以区块链技术为基础,结合云计算、大数据、人工智能、物联网等科技打造创新聚能城。
It is understood that a city of innovative energy will be built on block chain technology, combining cloud computing, big data, artificial intelligence, and networking.
在王允臻看来,不仅区块链技术是分布式的,物联网、AI究其本质也是分布式的技术。当前物联网依赖于中心化系统,这不但意味着高昂的成本,也存在着节点奔溃风险,而区块链能为更扁平化的网状网路 (mesh network)- 不论通信还是数据- 提供极佳的解决方案,并允许网路上的价值交换,弥补了物联网商用模式的一大不足。AI 的发展日渐强调把智能判断和分析放到边缘而不是后台,也日益体现出分布式理念。
In Wang Yung’s view, not only block chain technology is distributed, but also material networking, and AI’s essence is distributed technology. The reliance on centralized systems currently means not only high costs, but also nodal run-off risks, while block chains can provide a flatr net (mesh & nbsp; network) – whether communication or data – provide excellent solutions and allow value exchange on the Internet, making up for a major deficiency in the commercial mode of material networking. AI developments increasingly emphasize the marginalization of smart judgment and analysis rather than the backstage, and increasingly reflect the concept of distribution.
他指出,分布式似乎已成为新技术的发展方向,多种技术互为表里。其中,区块链能为AI、互联网等提供可信保障。
He pointed out that distribution seemed to be the direction in which new technologies were being developed, and that multiple technologies were on the other side. Among them, block chains provided credible guarantees for AI, the Internet, etc.
“例如可以用区块链来跟踪管理AI、机器人的全生命周期。此外,在与大数据结合方面,区块链能够打破数据孤岛,实现分散数据间的互联互通、智能检索。”
"For example, a block chain can be used to track the entire life cycle of managing AI, robotics. In addition, in conjunction with big data, the block chain can break down data islands and provide connectivity and intelligent retrieval of dispersed data."
在今年加入万向之前,王允臻是IBM大中华区创新事业部总经理,IBM区块链是他负责的重要项目之一。雷锋网对于其加入万向的原因颇为好奇,王允臻表示,IBM的技术实力毋庸置疑。但相较万向更短的决策周期、更好的资源配置支持而言,在IBM难免有所掣肘。这并非IBM一家的问题,而是所有跨国公司的通病。
Before joining this year, Wang Yunjing was the general manager of IBM’s Innovation Department in Central China, and IBM’s block chain was one of the important projects for which he was responsible. Razor’s network was curious about the reasons for its inclusion, and Wang Yun stated that IBM’s technical strength was unquestionable.
当雷锋网进一步询问万向如何给予更好的资源支持时,他表示,仍是以分布式、开放方式来调配资源。
When the Thunderbolt Network further asked how best to support resources, he said that resources were still being deployed in a distributed and open manner.
首先,推出众多创新大赛,让整个生态圈的聪明人一起来做项目。
First of all, there are many innovation contests that bring smart people from the entire ecological community together to do projects.
其次是投资,大奖赛、新链加速器、孵化器或是联合分布式资本等进行各类投资,这是一条连续的投资链条。
The second is investment, with various types of investment, such as grand prizes, new chain accelerators, incubators or joint distributed capital, which is a continuous investment chain.
第三表现在渠道方面。优秀的团队项目可以在创新聚能城、衢州低碳小镇落地,而这对于团队来说也是一个宣传作用,有利于拓展业务。
The third is the channel. Excellent team projects can be found in innovative energy centres and low-carbon towns in the states, and this is also an advocacy role for the teams, helping to expand their operations.
第四是生态系统资源,即硅湖基地。硅湖位于杭州湘湖金融小镇。据称,硅湖将会囊括区块链项目技术交流、研发、孵化投融资、实践全系统,合适的项目也许可以到万向智慧城市落地。
The fourth is the ecosystem resource, the Silicon Lake Base. Silicon Lake is located in the financial town of the Hangzhou Lake. It is said that Silicon Lake will include technology exchanges, research and development, incubation financing, and system-wide practices.
“硅湖基地的建设动作会比较快,它与全球招募将为创新聚能城的建设积累经验。”
“The construction of the Silicon Lake Base will move faster, and it will, together with global recruitment, gain experience in the construction of an innovative energy city.”
王允臻表示,现阶段的规划重点是全球招募计划。除了万向集团相关项目能从聚能城项目受益,聚能城对于全球范围内的团队来说也有着一定吸引力,主要体现在资金支持和实践空间上。
According to Wang Yun, the focus of this phase of planning is on global recruitment. In addition to the benefits that can be derived from group-related projects, energy cities are attractive to teams around the world, mainly in terms of financial support and practical space.
据介绍,此次全球招募列出了第一批五个具体招募场景。每个项目都设置了一定奖金,具备进一步落地条件的团队还将获得最高100万美元天使投资。对于欧美团队而言,实践空间更为重要。因为大多欧美城市已具有相当规模,开发比较完善,面对这种成熟城市,团队只能镀一层智慧城市薄膜,而创新聚能城为他们提供实践之地。
For Europe and America, the space for practice is even more important. Because most cities in Europe and America are already quite large and well developed, in the face of mature cities, teams can only be engrained with intelligent city films, and Innovative Energy City provides them with a place to do it.
王允臻还透露了一些对于区块链公司的投资取向。他认为,在从POC走向落地的过程中,存在很多区块链之外的附加价值。一家好的区块链公司是把区块链作为一种重要工具,辅以其他技术和对行业的深度了解。万向不会投一家脱离产业和应用模式结合的闭门造车的“区块链”公司,而是兼顾深谙产业逻辑的整合应用能力较强的初创公司和深耕底层技术的平台公司。
Wang Yung also revealed some investment orientations for block chains. In his view, there are a number of value additions outside the block chain in the process of moving from POC to the ground. A good block chain company is an important tool, supported by other technologies and deep knowledge of the industry. 清洁能源领域,累计投资近百亿。下一个发展路径已经越发清晰——新能源汽车产业。近年来万向也为此作了不少准备,2013年收购美国最大的新能源电池制造商A123;2014年收购特斯拉在新能源汽车领域最大竞争对手的美国菲斯科公司;2015年与中国上汽合资合作生产新能源客车,Karma与宝马公司达成重要合作伙伴关系。
Car parts and new energy industries are known to be the largest third-party suppliers of automobile parts and components in the country. In addition, Van has been deployed since 1999 clean energy , with a cumulative investment of nearly 10 billion. The next development path has become clearer — the new energy automobile industry. In recent years, there has been considerable preparation for acquiring A123, the largest new energy battery manufacturer in the United States; the United States company Fisco, which acquired Tesla's largest competitor in the area of new energy cars in 2014; and the joint venture with China to produce new energy buses in 2015, where Karma entered into an important partnership with BM.
分布式和开放协作特点具象到现阶段的战术层面,就是全球招募计划。创新聚能城首批列出了五个具体招募场景,主要就集中在分布式能源和智能制造场景,与万向主业非常契合。分别是,基于区块链技术的电网分布式调控技术,仅涉及调度控制系统的区块链化,不涉及生产管理、资产管理、电力交易、营销等内容;分布式能源对等交易系统,包括软件(基于区块链的分布式电力交易系统)和硬件(支持电量信息区块链发布的智能电表);支持高性能区块链应用的智能终端硬件架构方案;基于区块链技术的电池全寿命管理系统,希望推动电动汽车的应用,以及基于区块链技术科技成果交易平台。
Distribution and open collaboration features at the tactical level to the present stage, namely, the global recruitment scheme. The City of Innovative Energy first lists five specific recruitment scenarios, focusing mainly on distributed energy and smart manufacturing, which are well aligned with 10,000 major industries. The technology for grid-distributed regulation, which is based on block-chain technologies, relates only to block-linking, which does not involve production management, asset management, power trading, marketing, etc.; distributed energy peer trading systems, including software (distributed power trading systems based on block chains) and hardware (intelligent meters supporting the release of power-based information block chains); smart terminal hardware architecture programmes that support high-performance block-chain applications; a battery-life management system based on block-chain technology that seeks to promote the application of electric automobiles; and a technology-based technology results trading platform based on block-chain technology.
结合万向的战略与创新聚能城规划,不难发现,创新聚能城不仅是区块链项目的实践地,也是万向清洁能源发展转型的关键之棋。在自主研发的同时,它希望通过开展外部合作“以全球的资源参与全球竞争”。
In the context of a multi-way approach to strategic and innovative energy city planning, it is easy to find that the City of Innovative Energy is not only a practical place for block-chain projects, but also a key player in the transition to clean energy. While autonomous research and development, it wants to “globalize competition with global resources” through external cooperation.
在问到具体的应用场景时,陶曲明举了一个与万向高度相关的分布式储能技术例子。
When asked about specific applications, Tokuchi gave an example of distributed energy storage technology associated with a 10,000-high altitude.
电力与汽油、煤炭等能源不一样,一旦发出来无法再存储,所以电网的核心技术是动态的供需平衡。电力在不同时间有波峰波谷,白天需求更多,晚上需求减少,而发电侧无法及时变动,所以夜晚存在电力被大量浪费情况。后来出现一种技术——削峰填谷。例如位于浙江北部的天荒坪水电站,修建人工湖在白天夜晚调节转换电能势能,但是这种方式成本非常高昂。
Unlike energy sources such as gasoline and coal, the core technology of the grid is a dynamic balance of supply and demand once it is released. Electricity has its peak valley at different times, with more demand during the day and less demand at night, and its side does not change in a timely manner, so there is a significant waste of power at night. There is a technology that then emerges, such as a peak-filling valley. For example, a man-made lake, located in the north of Zhejiang, is built to regulate power conversion capacity during the day and night, but this approach is very costly.
陶曲明指出,随着电池成本下降,未来分布式储能商用的可能性较大,每家每户都能储能,就像缺水的时候用水盆接水。
As battery costs decrease, Taucube notes that future distributed storage is more likely to be commercial, with each household able to store its energy, just as water can be pumped when water is scarce.
“分布式储能技术就是智能电池技术,小到每个家庭,大到企业,都可以实现削峰填谷。”
"Distributed storage technology is smart battery technology, small enough for every household, big enough for a company, to achieve peak filling."
但现阶段实现该技术还存在一个现实问题——缺少经济机制。
At this stage, however, there is a real problem with the realization of that technology — the lack of economic mechanisms.
“目前电网能源由国家统一定价,没有实时的电力交换网络。如果有团队能将区块链和分布式储能结合起来,将会显著提升电网的效率。国家电网可以解决90%的发电,剩下10%的削峰填谷可以由分布式发电来解决。分布式储能技术不仅是万向的需求,也是整个国家的需求。”
“The current grid energy is priced uniformly by the state, and there is no real-time power exchange network. A team that combines block chains with distributed storage will significantly improve the efficiency of the grid. The national grid can cover 90% of electricity generation, while the remaining 10% of peak filling can be covered by distributed power generation. Distributive storage technology is not only a need for everything, but also for the country as a whole.”
王允臻补充道,未来使用能源的方式会趋于多元化,但是能源单元可能会高度一体化、
Wang promised to add that the way energy is used in the future will be diversified, but the energy unit may be highly integrated.
“如果家里有几个电池,它就成为了能储单元,人们出门不用充电,拎着即走。再进一步发展,这些储能还能被租用,变成一种新型资产拥有模式和共享模式。”
"If there's a few batteries in the house, it becomes a storage unit, and people go out without charge and walk around. Further, these reserves can be leased and turned into a new model of asset ownership and sharing."
去年王允臻公开演讲提到,IBM中国的区块链新战略的重点是“消除区块链商用推广中的阻滞”。而万向区块链新战略重点则针对目前区块链存在的四大问题。
In a public address last year, Wang Yoon mentioned that IBM China's new block chain strategy focuses on “elimination of barriers in the commercial extension of the block chain.” The new strategic focus of the 10,000-to-block chain addresses the four main problems of the current block chain.
王允臻表示,这主要表现在:
According to Wang Yun, this is reflected in:
其一,技术可拓展性存在局限,这是由于技术比较年轻且未经实践考验;
First, there are limitations to technology expansion due to the fact that technology is relatively young and untested;
其二,商业模式不稳定,大多还处于POC阶段,没有真正投入实践,而商业模式的稳定性需要真正落地运行才能发现问题;
Second, the business model is unstable, mostly at the POC stage, and is not really put into practice, while the stability of the business model requires real operationalization in order to detect problems;
其三,在区块链隐私性方面,还需要进一步思考如何平衡用户商业价值与隐私性;
Thirdly, with regard to the privacy of the block chain, further reflection is needed on how to balance the commercial value of users with their privacy;
其四,监管合规尚在探索阶段。
Fourth, regulatory compliance is still in the exploratory phase .
王允臻指出,规模化后才能逐渐解决上述问题。万向的新战略重点将围绕这四个问题开展。
The new strategic focus will focus on these four issues.
王允臻认为,区块链成果的价值主要体现在行业应用上。行业并不一定需要那么多底层技术公司,更需要的是行业应用公司。尤其在我国,区块链行业少有Incumbency,掘金机会比国外大得多,区块链应用开发前景可期。
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