Web3.0板块大爆发！下一个万亿蓝海？这些核心公司值得关注！

近期，华为新手机的发布仍然是市场的焦点，不少概念股走出了翻倍行情，其也再次带领A股科技板块走出低迷的局面。9月22日，AI算力、CPO、AIGC等迎来第二波反弹，其中，沉寂了较长时间的Web3.0概念板块也迎来了较大的反转，大涨4.21%。

板块内，昆仑万维20cm涨停，万兴科技、拓尔思、中文在线、新致软件、智度股份等多只个股涨幅也均在5%以上。那么，作为一个新兴概念，Web3.0到底是什么？市场空间有多大？核心产业链公司又有哪些？

Within the plate, there are 20cm hikes and stops in Kuala Lumpur, as well as more than 5% growth in many shares, such as technology, Torse, online Chinese, new software, and intellectual shares. So, what is Web3.0 as an emerging concept? What is the market space? What is the core industrial chain?

Web3.0是什么？

What's strong < strong > ?

在过去的几十年里，互联网改变了我们生活的方方面面，它拉伸了我们对时空的界限，而目前再次处于变革的边缘。Web3.0代表了互联网发展的下一阶段，它指的是运行在区块链技术上的去中心化互联网，它被称为互联网第三次技术革命。

Over the past few decades, the Internet has changed every aspect of our lives, stretching our boundaries over time and space, and is now once again on the brink of change. Web3.0 represents the next stage in the development of the Internet, which refers to decentralizing the Internet, which operates in the technology of the block chain and is known as the third technological revolution of the Internet .

从Web 1.0时代，数据只是被动地呈现给我们，到Web 2.0时代，数据互动成为常态，我们享受了前所未有的生活便捷和研究工具。但伴随而来的，也是用户与平台之间有关数据主权的争议。为了解决这场争端，Gavin Wood在2014年首次提出了Web 3.0的愿景。

From the Web 1.0 era, data were only passively presented to us, to the Web 2.0 era, where data interactions became the norm, enjoying unprecedented ease of life and research tools. But it was accompanied by a dispute over data sovereignty between users and the platform. Gavin Wood first presented the vision of Web 3.0 in 2014 to resolve the dispute.

在Web 3.0时代，每个人都将成为自己数据的守护者，网络平台的所有权不再垄断，而是分散在广大用户之中，共享着经济果实，同时平息了关于数据主权的争论。目前Web3.0处于发展早期，其拥有多种定义和元素，其中包括区块链、元宇宙、VR/AR等。

In the Web 3.0 era, everyone will be the custodian of their data, and ownership of the network platform will no longer be monopolized, but will be spread among a wide range of users, sharing the fruits of the economy while quelling the debate about data sovereignty. Web3.0 is at an early stage of development, with a variety of definitions and elements, including block chains, meta-cosm, VR/AR, etc.

资料来源：华西证券研究所整理

Source: Summary prepared by the Huaxi Securities Institute

与此同时，最近AIGC在内容上的颠覆性创新也有可能为web3.0内容创造新引擎，内容生产已经从专业生成内容（PGC）、用户生成内容（UGC），进入到人工智能生成内容时代，AIGC被认为是web3.0的重要基础设施。

At the same time, the recent disruptive innovation in the content of AIGC has the potential to create new engines for the web 3.0 content, which has moved from professional content generation (PGC), user content generation (UGC) to the age of artificial intelligence content generation, and AIGC is considered an important infrastructure for web3.0.

Web3.0应用场景丰富，市场空间广阔！

Web3.0 applications are rich and market space is wide!

由于Web3.0去中心化、自治性、透明度和安全性等特性突出，正在渐渐成为人们关注的焦点，并且已经在多个领域得到了广泛应用。

Due to the prominent features of Web3.0 decentralisation, autonomy, transparency and security, attention is becoming increasingly focused and has been widely applied in a number of areas.

其中，去中心化金融、去中心化交易平台、去中心化社交网络和去中心化能源交易平台是Web3.0应用的代表之一，它们带来更好的生活体验，并且也促进着经济发展。

Among them, decentralized finance, decentralized trading platforms, decentralized social networks and decentralized energy trading platforms are among the representatives of Web3.0 applications, which bring about better life experiences and also contribute to economic development.

另外，Web3.0相关产业包括了区块链、云计算，以及Web3.0的三大基础设施之一AIGC，具有广阔的市场空间。

In addition, Web3.0 related industries include block chains, cloud computing, and AIGC, one of the three major infrastructure facilities of Web3.0, with extensive market space.

在区块链方面，IDC 预测，2024 年全球区块链市场将达到 189.5 亿美元 ，从2020年-2024实现约48.0%的复合增长率。未来区块链产业作为Web3.0核心技术，随着监管能力的进一步成熟以及用户群体对互联网新生态的进一步认知，有望迎来广阔的市场应用空间。

In the area of block chains, IDC projects that the global market for block chains will reach US$ 189 billion in 2024, with a combined growth rate of about 48.0% from 2020 to 2024. In the future, the sector chain industry as the core technology of Web3.0, as regulatory capacity matures further and user groups become more aware of the new ecology of the Internet, is expected to open wide market space.

在云计算方面，根据Gartner统计，2022年全球云计算市场规模为4910亿美元，增速19%，预计在大模型、算力等需求刺激下，市场仍将保持稳定增长，到2026年全球云计算市场将突破万亿美元。

With regard to cloud computing, according to Gartner, global cloud computing market size was $491 billion in 2022, an increase of 19 per cent. Market growth is expected to remain stable, spurred by demand, such as large models, arithmetic, and global cloud computing markets will break out of trillion dollars by 2026.

根据中国信通院统计，2022年我国云计算市场规模达4550亿元，较2021年增长40.91%。相比于全球19%的增速，我国云计算市场仍处于快速发展期，预计2025年我国云计算整体市场规模将超万亿元。

According to the Chinese Institute of Information and Communications Technology, the size of our cloud computing market in 2022 amounted to 4.55 billion yuan, an increase of 40.91 per cent from 2021. Compared to the global 19 per cent increase, our cloud computing market is still developing at a fast pace, and it is expected that our cloud computing market as a whole will be larger than trillion yuan in 2025.

在AIGC方面，艾瑞咨询预测，2023年中国AIGC产业规模约为143亿元，2028年，中国AIGC产业规模预计将达到7202亿元，2030年中国AIGC产业规模有望突破万亿元，达到11441亿元。

In the case of AIGC, the Irene consultancy predicted that China's AIG industry would be about 14.3 billion yuan in 2023, that China's AIG industry would be expected to be 72.2 billion yuan in 2028, and that China's AIG industry would be expected to reach 100 billion yuan in 2030, amounting to 114.1 billion yuan.

Web3.0核心概念股出炉！

W eb3.0 core concept unit!

在互联网的大变革时期，不少公司都盯上了这个巨大蓝海，竞相布局。

During the period of major Internet change, a number of companies were looking at this huge blue sea and competing for a future.

长城证券认为，Web3.0作为新的互联网理念以及新的结构，在各个方面重新满足了人们的需求，未来以元宇宙为核心的产业链一方面是人们追求的趋势，另一方面在政策端受到较为良好的呵护态度。

The Great Wall Securities believe that Web3.0, as a new Internet concept and new structure, meets people's needs in various ways, and that the future industry chain, centred on the meta-cosmos, is a trend that is pursued on the one hand, and is better at the policy level.

华西证券认为，Web3.0致力打造一个基于区块链技术、用户主导、去中心化的网络生态，未来Web3.0将为互联网时代带来更好的体验和更高的用户权限，而具备密码学能力、分布式数据架构能力、区块链能力的三类相关厂商将有望受益。

Web3.0 believes that the future Web3.0 will provide better experience and better user privileges in the Internet age, based on block chain technology, user-driven and decentralised web ecology, and that the three relevant manufacturers with cryptography, distributed data structure and block chain capacity will be expected to benefit .

笔者根据Choice数据及相关研报筛选出了Web3.0核心概念股名单。其中，金桥信息在Web3.0涉及或关联的区块链、人工智能、多媒体应用、三维建模渲染等方面有一定的技术储备，截至9月22日，公司股价今年以来翻两倍。

On the basis of Choice data and related research, I screened a list of the Web 3.0 core concepts. Among them, there is a technological reserve for the Web3.0 chain of blocks, artificial intelligence, multimedia applications, and 3D modelling renderings, which, as of 22 September, had doubled the value of the company's shares since this year.

另外，万兴科技、昆仑万维、新致软件、拓尔思等均有在Web3.0领域加码布局。

In addition, the areas of Web3.0 have been added to the list of technologies, Kunlund Wanvi, new software, Thors, etc.

风险揭示：本文所涉及的内容不保证数据完整性与准确性，分析结论仅供参考，所涉及品种均不构成实际投资操作建议。股市有风险，投资需谨慎。

risks reveal: does not guarantee data integrity and accuracy. The conclusions of the analysis are for information purposes only.

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