华夏时报（公众号：chinatimes）记者 赵奕 胡金华 上海报道
Reporter Jo Hu Jinhua, Shanghai.
在去年全线崩盘后，加密货币价格持续低迷，加密矿企的日子也愈发艰难。
After the collapse of the entire line last year, the price of encrypted money continued to be depressed and the days of the encrypted mining companies became more difficult.
日前，中概股亿邦国际（Nasdaq:EBON）公布了其2023财年前六个月的业绩。数据显示，今年上半年亿邦国际实现营收409万美元，比2022年同期的2506万美元下降了83.69%；毛利润99万美元，而2022年同期的毛利润为1424万美元；净亏损为838万美元，而2022年同期净亏损为1092万美元。
Today, Nasdaq:EBON announced its performance for the first six months of 2023. The data show that in the first half of the year, more than $4.09 million was achieved in the first half of the year, a decrease of 83.69 per cent from $25.6 million in the same period in 2022; a gross profit of $9.9 million, compared to $14.24 million in the same period in 2022; a net loss of $8.38 million, compared with a net loss of $10.92 million in the same period in 2022.
针对业绩的骤降，《华夏时报（公众号：chinatimes）》记者多次致电并致函亿邦国际，但截至发稿并未收到任何回复。
In response to the sharp decline in performance, a number of calls and letters were sent by the Washington Times (public number: Chinatimes), but no response had been received as of the date of the submission.
亿邦国际董事长兼首席执行官胡东在财报中表示：“2023年上半年是一个充满挑战的时期。行业波动和宏观经济影响尚未导致我们的业绩有质的改善，我们的加密货币兑换业务和跨境支付和外汇业务一直在稳步发展。”
“The first half of 2023 was a challenging period. Industry fluctuations and macroeconomic impacts have not yet led to qualitative improvements in our performance, and our encrypted currency exchange operations and cross-border payments and foreign exchange operations have been steadily developing.”
加密矿企业绩普降
Encrypted Mining Enterprises perform less or less
亿邦国际将营收下降的原因归于产品销量的减少。据财报披露，亿邦国际来自产品销售的收入为114.64万美元，与去年同期的2505.96万美元相比，同比下降95.24%。
Billions of States International attributed the decline in revenue to a decrease in product sales. According to the financial statements, $1.1464 million was generated internationally from product sales in billion States, a decrease of 95.24 per cent compared with $25.596 million in the same period last year.
在产品销量下滑，业绩不理想的同时，亿邦国际在努力控制成本。财报显示，2023年前六个月的收入成本为309万美元，比2022年同期的1082万美元下降了71.40%。
At a time when product sales have declined and performance has been unsatisfactory, Billion States are trying to contain costs. The financial statements show income costs for the first six months of 2023 to be $3.09 million, down 71.40 per cent from $10.82 million in the same period in 2022.
此外，亿邦国际2023年前六个月的销售费用为75万美元，而2022年同期为169万美元。其表示，销售费用的下降主要是由于2023年前六个月采用了与公司金融科技业务相关的精准广告和其他营销方法，导致一般广告和营销费用减少。
In addition, Billion States International spent $750,000 on sales in the first six months of 2023, compared to $1.69 million in the same period in 2022. It stated that the decline in sales costs was mainly due to the introduction of precision advertising and other marketing methods related to corporate financial science and technology in the first six months of 2023, resulting in lower general advertising and marketing costs.
“我们对公司的长期前景充满信心。”胡东表示，“展望未来，我们将继续在选定的受监管市场拓展业务，坚持以技术创新为核心驱动力，制定和实施新的业务战略，以实现持续增长，积极拥抱各种机遇，同时应对未来的挑战。”
“We have confidence in the company's long-term prospects.” Hutton said, “Looking ahead, we will continue to expand our operations in selected regulated markets, insisting on technological innovation as the central driving force, and developing and implementing new business strategies to achieve sustained growth and embrace opportunities while addressing the challenges of the future”.
公开资料显示，成立于2010年的亿邦国际，前身为浙江亿邦通信技术有限公司。
According to public sources, Billion States International was founded in 2010 and was formerly known as Zhejiang Billion States Communications Technology Limited.
2014年，亿邦国际开始涉足区块链计算设备，并加入比特币矿机制造行列。2015年，亿邦国际在新三板挂牌，成为最早上市的矿机企业。
In 2014, Billion States International became involved in block-chain computing equipment and joined the Bitcoin Mine Mechanism. In 2015, Billion States International was listed as the first miner to be marketed.
两度折戟港股后，亿邦国际于2020年6月26日登陆纳斯达克，成为继嘉楠科技后的全球第二家上市的矿机制造商。
On 26 June 2020, GBI landed in Nasdak and became the second global market manufacturer of mine machines after KANO.
近年来，亿邦国际一直在寻求转型。2020年10月，亿邦国际宣布在新西兰收购了一家当地的金融经纪、财富管理服务的金融公司，以建立本地数字资产金融服务平台。此后，其还在澳大利亚成立了一家全资子公司，并对外表示，该公司将作为亿邦国际增长战略的一部分，以建立处于准备阶段的数字资产金融服务平台。
In October 2020, Billion States International announced the acquisition of a local financial company for financial intermediation, wealth management services in New Zealand to set up a local digital asset financial services platform. Since then, it has also established a fully-owned subsidiary in Australia, and has indicated that it will build a digital asset financial services platform in preparation as part of a billion-state international growth strategy.
2021年4月5日，亿邦国际发布公告，旗下加密货币交易所EBONEX正式启动，合格投资者可以注册和交易。EBONEX上线当天，胡东表示，加密货币交换业务的启动，不仅将扩大公司的加密货币业务的收入来源，还将优化区块链产业链的发展。
On April 5, 2021, Billion States International issued an announcement that the encrypted currency exchange, EBONEX, was officially launched, allowing eligible investors to register and trade. On the day EBONEX came online, Hudón stated that the launch of the encrypted currency exchange operation would not only expand the company’s source of revenue for the encrypted money business, but also optimize the development of the block chain of industries.
事实上，不止亿邦国际，随着加密市场从牛市走向熊市，加密矿企的日子都并不好过。美国加密矿企Argo日前发布的半年度财务报告显示，今年上半年营业收入达2400万美元，相较去年同期下降31%。
In fact, more than a billion states worldwide, as the encryption market moves from cattle to bear markets, the days of encryption mining companies are not easy. The semi-annual financial reports released by the US encryption mine company Argo prior to now show that business revenues in the first half of the year amounted to $24 million, down 31% from the same period last year.
中概股比特矿业公布的同期数据显示，其2023年第二季度的收入为7410万美元，较2022年同期的1.96亿美元大幅减少1.214亿美元，同比下降62.1%。比特矿业在财报中解释称，与2022年第二季度的整体价格相比，2023年第二季度的加密货币资产价格下跌，导致公司营收同比下降幅度较大。
According to data published by the Central General Unit for the second quarter of 2023 for the same period, its revenues amounted to $74.1 million, a significant decrease of $121.4 million compared with $196 million for the same period in 2022, a 62.1 per cent decrease compared with the same period, which explained in its financial statements that the prices of encrypted currency assets fell in the second quarter of 2023 compared to the overall prices in the second quarter of 2022, resulting in a larger decline in corporate revenues on a year-on-year basis.
此外，由于股价的持续低迷，比特矿业还面临退市警告。7月8日，比特矿业发布公告称，公司收到2023年6月9日的通知，因截至2023年6月8日，该公司的平均总市值和权益标准在连续30个交易日内市值低于5000万美元；或者截至2023年3月31日，上次公布的股东权益低于5000万美元公司，它不符合纽约证券交易所持续上市标准中的适用的市值和权益标准。而这已经是比特矿业转型后第二次收到退市警告。
In addition, by virtue of the continuing low stock prices, the Bit Mining Company faced a withdrawal warning. On 8 July, the Bit Mining Company issued an announcement stating that the company had been notified on 9 June 2023 because, as at 8 June 2023, the company's average total market value and equity standard was less than $50 million for 30 consecutive trading days, or that, as at 31 March 2023, the last disclosed shareholder interest was less than $50 million, which did not meet the applicable market value and equity standards in the New York Stock Exchange's continuous listing criteria. This was the second time that the company had received a withdrawal warning after the Bit Mines transition.
对此，中国民协Web3.0专委联合发起人、常务副会长吴高斌向《华夏时报（公众号：chinatimes）》记者表示，首先，行业熊市情绪的蔓延导致外围资本观望严重，投资者对比特币的信心下降，进而影响了矿机产品的需求和市场交易活跃度。其次，全球矿场建设进展缓慢和能源价格波动严重，给挖矿行业带来了不小的困扰。这些因素共同导致了比特币挖矿相关产业的萎靡。
In response, the co-sponsor and permanent vice-president of the China National Association's Web 3.0 Commission, Wu Goobin, told the Washington Times (public: chinatimes), first of all, that the spread of industrial bear city sentiment had led to high expectations of peripheral capital and a decline in investor confidence in Bitcoin, which in turn had an impact on demand for mineral products and market activity. Second, the slow pace of global mining and volatile energy prices had caused considerable problems in the mining industry.
吴高斌认为，未来，矿机产品的发展趋势将会朝着更高的算力、更高的效率和更低的成本方向发展，以满足挖矿行业对高效、低成本设备的需求。
According to Goobin, in the future, the trend in mineral products will move towards higher numeracy, efficiency and lower cost to meet the demand for efficient and low-cost equipment in the mining industry.
国际区块链与数字货币协会高级研究员高泽龙也向《华夏时报（公众号：chinatimes）》记者表示，目前，因为币价长期低迷，处于熊市，而且算力竞争激烈，所以挖矿相关产业萎靡不振。从另一方面看，这可能会提升行业的门槛，起到“劝退”或“洗牌”的作用。
The senior researcher of the International Block Chain and Digital Monetary Association, Takasawa, also told the Washington Times (public: chinatimes) that the mining-related industry is currently stagnating because of the long period of low currency prices, the market for bears, and the high level of competitiveness. On the other hand, this may raise the industry’s threshold and act as a “dissuasion” or “shuffle”.
加密矿业寒冬还将持续多久？
How long will the encrypted mining winter last?
在寒冬之下，矿企上游的芯片企业也熬不住了。半导体大厂英特尔此前表示，其专用于加密货币挖矿的产品线Blockscale ASIC芯片系列将停止生产。该公司预计将在今年10月20日之前停止接受该系列的订单，并在明年4月20日之前停止发货。
Intel, the semiconductor major factory, has previously indicated that the Blockscale ASIC chip series, which is used to encrypt currency mining, will cease production. The company is expected to stop accepting orders from the series by 20 October this year, and to stop deliveries by 20 April next year.
此前加密货币挖矿掀起了一番热潮，矿工纷纷抢购游戏显卡，为抢占先机，英特尔于2022年6月推出了旗下第一款挖矿专用Blockscale 1000 ASIC芯片。但2022年随着加密市场的崩塌，许多矿机因代币价格的大幅下跌而被迫“关机”。
In June 2022, in Intel launched the Blockscale 1000 ASIC chip specializing in mining under the first flag. But, with the collapse of the encryption market in 2022, many miners were forced to “cut off” due to a sharp fall in the price of their tokens.
据悉，英特尔Blockscale 1000 ASIC芯片的客户包括挖矿公司Argo Blockchain、GRIID Infrastructure、金融服务科技公司Block Inc和区块链技术公司Hive Blockchain Technologies。
According to the information received, clients of the Intel Blockscale 1000 ASIC chip include the mining company Argo Blockchai, GRIID Infrastructure, the financial services technology company Block Inc. and the block chain technology company Live Blockchain Technologies.
Galaxy发布的比特币矿业年中报告显示，尽管挖矿领域的几个关键领域出现了趋势逆转，但今年上半年网络算力的惊人增长抵消了许多有利因素，从而导致挖矿难度创下历史新高。
The mid-year report of the Bitcoin Mining Year, released by Galaxy, shows that despite a reversal of trends in several key areas of mining, the alarming growth in network computing during the first half of this year offset many of the positive factors, leading to a historic increase in the difficulty of mining.
2024年4月30日左右，比特币即将迎来第四次减半，矿工们已经为此蠢蠢欲动。比特币的再一次减半是否将带动加密行业走出寒冬？
On or about 30 April 2024, Bitcoin is about to be halved for the fourth time, and miners are already moved to do so. Will another halving of Bitcoin lead the encryption industry out of the winter?
UWEB校长、中国通信工业协会区块链专委会共同主席于佳宁向《华夏时报（公众号：chinatimes）》记者表示，从历史的角度看，比特币减半确实曾经多次成为触发新一轮牛市的催化剂，但也要注意，每次减半的背景和全球经济情况都是不同的，所以简单地将过去的情况套用到现在或未来可能并不准确。加上加密市场已经比以前更加成熟和复杂，其他因素，如宏观经济状况、政策调整和技术进步等，也可能对价格造成更大的影响。
The headmaster of UWEB and the co-chair of the District Chain Committee of the China Communications Industry Association (CCIA) stated to the Washington Times (public: Chinatimes) journalist that, from a historical point of view, the halving of Bitcoin had indeed served as a catalyst in triggering a new round of cattle on several occasions, but it was also important to note that the context of each reduction was different from that of the global economy, so it might not be accurate simply to apply the past to the present or the future. Adding to the fact that encryption markets were more mature and complex than before, other factors, such as macroeconomic conditions, policy adjustments and technological advances, could also have a greater impact on prices.
“至于加密矿业，减半无疑会给已经运营的矿场和即将进入的新手带来更大的压力，尤其在电价高、资金链紧张的情况下。但同样地，如果比特币价格能够随之上涨，那么更高效、低成本的矿机和矿场将有更大的市场竞争优势，这有可能推动整个挖矿产业加速技术创新和优化运营。只有在正向的市场反馈下，加密矿业才能真正受益并继续向前发展。”于佳宁说。
“As far as cryptography is concerned, halving it will undoubtedly put greater pressure on already operational mines and incoming new players, especially when electricity prices are high and the money chain tight. But, similarly, if Bitcoin prices rise, more efficient, low-cost mining machines and mines will have a greater market competitive advantage, which could drive the entire mining industry to accelerate technological innovation and optimize operations.
在于佳宁看来，加密矿业向合规化、清洁化、规模化、专业化、全球化转型是大势所趋，这是能耗成本和世界潮流共同作用的结果。风能、太阳能、水电、潮汐能等清洁能源未来将成为算力产业的主导能源。
In Janin’s view, the shift to compliance, cleaning, scalability, specialization, and globalization in encryption is the result of a combination of energy consumption costs and world currents. Clean energy, such as wind, solar, hydropower, and tidal energy, will in the future become the dominant source of energy for arithmetic industries.
吴高斌也表示，比特币减半将到来，是否将带动挖矿相关产业的发展是一个备受关注的问题。减半意味着比特币的产量将减少一半，这可能导致比特币价格的上涨，从而提高挖矿的收益。然而，目前行业的萎靡局面和外围资本观望严重，可能会抑制减半对挖矿相关产业的刺激作用。因此，虽然比特币减半有望带来一定的利好，但是否能够真正推动挖矿产业的发展还需要进一步观察。
Wu Goobin also said that halving Bitcoin would be a matter of great concern as to whether it would lead to the development of mining-related industries. Halving Bitcoin would mean halving its production, which could lead to an increase in bitcoin prices, thereby increasing mining revenues.
责任编辑：徐芸茜 主编：公培佳
注册有任何问题请添加 微信：MVIP619 拉你进入群
打开微信扫一扫
添加客服
进入交流群
发表评论