磊石投资Greatstone Investment
Blockchain Spark Chain Network: Reshaping the Capital Value of the New Generation of Digital Infrastructure
In the global digital economy, blockchain technology has evolved from a cutting-edge concept to a core infrastructure for reconstructing production relations and trust systems. Especially in China, a grand project led by the national level to build the next generation of credible value Internet-"Spark·Chain Network" is demonstrating its strategic potential to transcend technology itself and lead profound changes in the industry. From the standpoint of capital, we are not only looking at technological dividends, but also a new value creation system with "trusted data" as the core. The capital value of the blockchain infrastructure represented by "Spark·Chain Network" is being released through the following three dimensions: efficiency revolution and cost reconstruction brought about by being a "trust machine", and driven by being a "value engine". The wave of data capitalization and financialization, as well as the industrial clusters and long-term growth flywheel created as the "ecological cornerstone".
Spark Chain Network: Reshaping the Capital Value of the New Generation of Digital Infrastructure

In the global digital economy, blockchain technology has evolved from a cutting-edge concept to a core infrastructure for reconstructing production relations and trust systems. Especially in China, a grand project led by the national level to build the next generation of credible value Internet-"Spark·Chain Network" is demonstrating its strategic potential to transcend technology itself and lead profound changes in the industry. From the standpoint of capital, we are not only looking at technological dividends, but also a new value creation system with "trusted data" as the core. The capital value of the blockchain infrastructure represented by "Spark·Chain Network" is being released through the following three dimensions: efficiency revolution and cost reconstruction brought about by being a "trust machine", and driven by being a "value engine". The wave of data capitalization and financialization, as well as the industrial clusters and long-term growth flywheel created as the "ecological cornerstone".

1. Core values: From a "trust machine" to an efficiency revolution, reshaping the basic cost of business

The primary goal of capital is to optimize the efficiency of resource allocation. The essence of blockchain is a "trust machine". It uses distributed ledger and smart contract technology to establish a reliable automated execution mechanism without intermediaries in multi-party collaboration. "Spark Chain Network" enhances this capability to the national-level infrastructure level, and its most direct capital return is reflected in disruptive efficiency improvements and systematic cost savings to traditional business processes. In the field of industrial manufacturing, as shown by SAIC-GM-Wuling's practice, blockchain-based electronic contracts and supply chain document circulation can achieve a leap in signing efficiency and a cliff-like decline in costs such as paper, logistics, and human review. The deeper value lies in that it provides a trusted data base for complex industrial collaborations such as automobiles and high-end equipment manufacturing. Production, logistics, and quality data that were difficult to share among enterprises due to the high cost of mutual trust can be safely and controllably circulated on the "Spark Chain Network", thus driving the industrial chain from "chain series" to "network collaboration" Evolution, reduce inventory, optimize production scheduling, and release huge hidden working capital. This elimination of the friction between traditional transactions and collaboration is itself a powerful "negative entropy" force that promotes the economic system from chaos and inefficiency to order and efficiency.

2. Value sublimation: From data confirmation to asset circulation, opening up a trillion-level factor market

In the era of digital economy, data has become a key factor of production, but its value release has long been plagued by difficulties in confirming rights, pricing, and circulation. "Spark·Chain Network" is cracking this core bottleneck by giving data an untamperable "digital identity" and a traceability throughout the entire circulation process, directly catalysing the formation of a 100-trillion-level market of data capitalization. From the perspective of capital, this means a profound movement of value discovery. Various operational data of the enterprise-from the real-time energy consumption of the production line to the full life cycle trajectory of the product, from the user's credit behavior to the real trade background of the supply chain-once confirmed in the chain, it will be transformed from the technical log of the cost center., into new assets that are measurable, assessable, and tradable. Shenyang Water Group's transformation of urban water use data into a reliable basis for bank credit risk control is a vivid example of data assets creating cash flow. Furthermore,"Spark Premium Code" helps China manufacturers directly connect to the global market with credible quality, which not only reduces the cost of trust in cross-border trade, but also provides credibility pricing for China brands in the international market, thereby gaining a brand premium. This points out a clear investment direction for capital: investing in companies and platforms that can generate, aggregate and operate high-value and trustworthy data.

3. Ecological vision: From technical facilities to industrial clusters, building a flywheel for long-term growth

The highest-level capital value of "Spark·Chain Network" lies in its role as the "ecological cornerstone", which can attract, aggregate and nourish a huge innovative industrial cluster and form a self-reinforcing growth flywheel. This point has been fully confirmed in the practice of Shanghai's "Digital Link Valley". Relying on infrastructure such as "Spark·Chain Network", the region has gathered nearly 190 blockchain companies. In 2024, the core industry revenue will be nearly 3 billion yuan, and it will radiate and drive the scale of upstream and downstream industries exceeding 21 billion yuan. This ecosystem not only includes blockchain core technology companies, but also extensively absorbs multiple entities such as financial institutions, law firms, logistics supply chains, and artificial intelligence, forming a close collaboration of "going up and down the stairs, that is, upstream and downstream". This agglomeration effect means that the capital invested here will not only share the dividends of the growth of individual technology companies, but also capture the systemic opportunities brought by the collaborative evolution of the entire industrial ecology. From technology development, solution integration, and compliance consulting to new applications based on trusted data (such as carbon finance and intellectual property transactions), a complete and high value-added industrial chain is accelerating. The global encryption and Web3 industry's market value of more than US$3 trillion and strong employment growth confirm the huge potential and talent siphon effect of the decentralized digital economy. What "Spark·Chain Network" leads is a path for China that combines technological innovation with compliance and security, and deeply integrates the real economy. It is systematically lowering the threshold and risks for digital transformation of the entire society, injecting the scarce element of "trustworthiness" into thousands of businesses. For capital with long-term vision, investing in this national-level new digital infrastructure and its breeding ecology is a definite channel for investing in the development of China's digital economy in the next decade. The return will not only be financial, but also strategic-that is, occupying an indispensable core node position in a new business civilization defined by credible data.