Every era has investment opportunities that belong to this era, and at the very beginning, even if someone tells you that such investment opportunities, I think most people will not believe it, or take a wait-and-see attitude.
——This is what the saying goes: It’s hard to buy a daughter, you know!
Today, I want to talk about why there are ten times, or even a hundred times the opportunity stocks of "energy + blockchain"?
1. Outlook for the first half of the year
2020 is an extraordinary year. The global economy has been hit by the impact of the new crown epidemic. Even in the context of the global economic downturn, two industries are still in full swing. One is that the blockchain industry is developing against the trend; the other is that governments of various countries have increased their support for the energy sector.
The energy industry is moving towards a distributed but interconnected future, followed by digitalization, such as the Internet of Things, artificial intelligence and blockchain technologies. In order to maintain competitiveness in the ever-changing energy field, public utilities are increasing their digitization efforts and set their strategic sights on blockchain technology.
Blockchain is a brand new method of capturing, exchanging and tracking data, which is now widely used. Blockchain technology has developed into a global hot spot, becoming an important force to resist the current economic recession and promote sustainable development in the future. In this emerging industry, HRD may be a rising star in the field of "energy + blockchain".
2. New energy market + blockchain
2.1 Energy market outlook
In 2016, my country issued the "Guiding Opinions on Promoting the Development of "Internet +" Smart Energy", which aims to promote the deep integration of energy and modern information technology, promote the transformation of energy production management and marketing models, and reshape the energy industry chain and supply Chain and value chain.
"Internet+" is the general development trend of various industries in the future, as is the new energy market. However, how to combine the traditional business model of the new energy market with the Internet intelligent business model is a difficult point for enterprises to transform and upgrade.
From a historical point of view, since the collapse of the Bretton Woods system in the 1970s, the United States has relied on the "dollar + oil + stick" system to dominate the world and has come today. With the rise of China in the 21st century, the integration of the European Union has accelerated, and the overall national strength of the United States has declined. Under the stimulus of the 2020 epidemic, the United States frequently prints the US dollar without a bottom line, making other countries around the world question the credit of the US dollar. Major powers have begun to establish independence from the US dollar. Settlement system. Accelerate the digital currency plans of central banks. The central bank of China is testing digital currencies, and Sweden, Thailand, Cambodia, South Korea, Ukraine and other countries have pilot programs. These are all based on blockchain technology in a "space race" in the field of digital currencies.
A storm of business transformation based on blockchain technology is coming quickly. The black swan of the epidemic has accelerated the world's energy market unprecedented changes in a century. The evolution of the international political and economic structure will have a profound impact on the long-term development of the energy market. Although the global economy is in recession, government support for the energy sector will not decrease. Because of its unique technological charm, blockchain technology will be an important force in the transformation of the energy market.
2.2 Blockchain technology helps solve the excessive transformation of enterprises
Blockchain technology is expected to play a positive role in the energy market. The energy market will rely on Internet infrastructure and use blockchain public chain technology to accurately connect energy market customers to achieve the demand for "reducing costs and increasing efficiency".
2.3 More and more investment and applications of blockchain in the energy industry
US research company Navigant Research predicts that in the next 10 years, global energy blockchain applications will create a cumulative revenue of 19 billion U.S. dollars, with a compound annual growth rate of approximately 66.9% during this period. Market research agency AlexaReports has made a bolder forecast, that is, the compound annual growth rate from 2018 to 2025 will exceed 82.24%, and the market value of blockchain (applied to the energy field) will reach 3.47 billion US dollars by 2025. This figure is only 156.7 million US dollars. This is almost the same as the data of Global Market Insights, which predicts that in 2025, the value of the blockchain market used in the energy sector will exceed 3 billion US dollars.
3. Interpretation of HRD
1. What is HRD
HRD is a blockchain public chain based on the technical characteristics of blockchain decentralization, token economic model, consensus spirit, etc. It is committed to building an environmentally friendly energy transfer data model and an intelligent platform for improving energy utilization. By intervening in the whole process of energy discovery, mining, storage, transportation, and sales, HRD uses blockchain to promote fairer energy distribution, more reasonable pricing, more environmentally friendly use, and more efficient configuration, and re-establish a set of reasonable and efficient global environmentally friendly energy New order.
2. Why are HRD optimistic?
2.1 Strong hematopoietic ability
(1) Sales profit of the group's own environmental products in the local market
(2) The group received financial support from the Korean local government
(3) Technical solutions and service sales
2.2 Rich application scenarios
2.2.1 Environmental energy trading:
Enabling energy consumers to actively participate in energy transactions and become energy producers and consumers. The producers and consumers in this scenario are not limited to residential users. Commercial and industrial users can also play the role of producers and consumers. Both physical flow and information flow You can interact with each other.
2.2.2 Bulk transactions of environmental protection energy:
Energy product transactions can be packaged as information into blocks. For example, oil and gas transactions in blocks are completed based on a common market mechanism. The introduction of blockchain technology can automatically execute the terms of purchase and sale according to preset trigger conditions, and promote the transfer of electronic documents, smart contracts and certification, which can not only help companies achieve unprecedented efficiency, but also reduce transaction costs and risks.
2.2.3 Smart Service:
The open and secure features of blockchain and the application of smart contracts can help environmental energy companies improve the intelligence of their existing businesses and develop more intelligent value-added services. Smart contracts can also be applied to the field of environmentally friendly energy wholesale to reduce transaction risks and management costs
2.2.4 Accounting and traceability of environmental energy assets:
Supply chain management, the traceability application of blockchain technology, in addition to the basic functions of anti-counterfeiting query and consumer feedback, can also obtain product information such as brand, origin, selling point introduction, enterprise qualification, safety certification and other enterprise information, import registration certificate, entry Traceability information such as cargo inspection and quarantine certificate, customs declaration form.
2.2.5 Innovative application of environmentally friendly energy financial products
The tokenization of environmental energy market transactions, the public raising of digital currencies, and the platform absorb funds through ICOs, thereby using market means to encourage more renewable energy to be connected to the platform. Through the combination of the green ICO concept and financial products, it will bring revolutionary changes to environmentally friendly energy innovation, especially the renewable energy market.
2.2.6 Supply Chain Finance
All parties involved in the supply chain finance business (including suppliers, purchasers, and banks) can use a decentralized ledger to share files and automatically make payments when the scheduled time and results are reached, greatly improving efficiency and reducing manual transactions Possible mistakes will form a complete and smooth flow of information throughout the supply chain and improve the overall efficiency of supply chain management.
3. Economic value
This is also the most fundamental difference between the blockchain industry and tradition.
The total circulation of HRD is constant at 2 billion, all of which are mined by the community cloud computing power, and there is no direct circulation. The business model of the project is clear and has the conditions for landing.
At the same time, the project has launched in-depth business cooperation with Vietnamese state-owned enterprise THAISON GROUP and innovative environmental protection new energy in China, using HRD technical characteristics and financial attributes to carry out market layout, and integrate the big ecology of the Chinese market from point to point. From this point of view, the HRD project is very likely to become the "energy + blockchain" field, the next phenomenon-level application.
Fourth, the end of the article
To obtain a relatively high return on investment, the best way is to invest when the early valuation of the project is still relatively low. The HRD project is obviously in the early stage of project development and has not been fully explored by capital, and the investment value is great. But be careful not to put eggs in a basket.