比特币“它妈”也疯狂：一天一个价
“前几个月一台S9(蚂蚁矿机)还1万多，12月直接飙到近3万，一天一个价。” 四川成都一位比特币“矿工”被比特币矿机价格暴涨所刺激 ，在跟第一财经1℃记者交流时不禁十分感慨。 “A S9 (ant miner) has been over 10,000 in the last few months, and in December it hit nearly 30,000, at one price a day.” Sichuan Chengdu, a “miner” in Bitcoin, was stunned by the price of a bitcoin miner, and was shocked when he spoke to a journalist with the first fortune book, 1 °C. 近期以来，伴随着比特币价格总体暴涨，用于生产比特币的比特币矿机也水涨船高。作为一种技术含量并不很高的电子产品，已经抢手到价格要按交易当天来计算，甚至有黄牛党坐地起价，令业内人士都感到目不暇接。与此同时，如此火爆的行情催生了几个快公司，有的已经在准备新三板挂牌或上市，从制造矿机到托管、代运营，整条比特币产业链在中国已经相当完整。 As a technologically low-intensity electronic product, the price has to be calculated on the day of the transaction, and even the Bull Party sits at the price. At the same time, a few fast-track companies have been created, some of them already in preparation for a new three-board listing or listing, and the entire Bitcoin chain is quite complete in China, from the construction of a mine machine to hosting and surrogate operations. 作为一种加密数字货币，比特币的总量只有2100万枚，获得比特币的方式有两种，一种是在市场上购买，第二种就是“挖矿”，即通过计算机计算来破解比特币设置的密码。由于该密码体系极为复杂，“挖”出一枚比特币所需要的耗电量就极为惊人。比特币数量越来越少，计算所需要的矿机反而越来越多，甚至是海量。 As an encrypted digital currency, the amount of bitcoin is only 21 million, and there are two ways to get bitcoin, one on the market and the second on “mining”, which is to decipher the password set by bitcoin through computer computing. Because of the complexity of the cryptosystem, the amount of electricity required to “draw” out a bitcoin is amazing. Bitcoin is becoming smaller, and the number of mine machines needed to calculate it is increasing, even larger. 矿工遍布全国 随着比特币价格暴涨，挖矿的狂热席卷全球，其中大部分计算力分布在中国。第一财经1℃记者了解发现，从事比特币的矿工分布全国。大到一年电费几亿元的巨型矿场，小到只有三五台矿机的家庭作坊，从云南四川内蒙能电力过剩地区，到山东江苏湖北等电力紧缺地区，矿工们都有分布。 As Bitcoin prices soared, mining ravaging all over the world, with much of its computing power spread across China. First-run 1-°C journalists found that miners working in bitcoin were scattered all over the country. 挖矿需要大量的电力供应来支持计算机运作，而中国目前生产了全球70%-80%的矿机，主要分布在新疆、内蒙、四川、贵州和云南。据统计，截至2017年底，全球比特币挖矿用电量需求上涨至20.5太瓦时。但无论电费按多高的档级来算，这都是一门赚钱的生意。特别是在西北部地区，由于水电、风力等发电优势，加之以凉爽的天气(有利于矿机降温)，更受矿场主们青睐。有些挖矿公司还是未经注册的黑作坊，借助未并入电网的小电站的低电价从事挖矿生意。 By the end of 2017, the global demand for electricity to dig in bitcoin had risen to 20.5 watt-hours. But, regardless of how high the cost of electricity is, it is a profitable business. 比特币矿场一举解决困扰四川、云南等省份(涨水季)电力供大于求的问题，在当时成为电力过剩地区理想的招商引资对象。此前有媒体报道，因为比特币矿场，一家云南腾冲的小型水电站回收周期从20年缩短为1年。 The Bitcoin mine addressed the problem of oversupply of electricity in Sichuan and Yunnan provinces (the rising season) and became the ideal source of investment in excess-power areas. Earlier, media reports reported that the recovery cycle for a small hydroelectric plant in Yunnan had been reduced from 20 years to 1 year because of the Bitcoin mine. 市场上已经出现了专门从事矿场代建、托管、代运营的公司。武汉一家矿场运营公司负责人告诉第一财经1℃记者，他们在新疆的矿场，用电价格低于0.3元/度。如果有意向投资挖矿，投资额可大可小，主要用于购买挖矿机。 The head of a mining operation in Wuhan has told journalists at the 1oC level that they use less than 0.3 yuan per degree of electricity at a mine in Xinjiang. If they are interested in investing in mining, the amount of investment can be much smaller, mainly for the purchase of mine excavators. “机器(比特币挖矿计算机)一天一价，投资按当天价计算，例如今天是每台1.8万，当然经常缺货，”他说，“有人2017年9月在1万出头的价格上买了几台机器，挖了三个月，挖出来不少比特币，然后二手机器又以两万的价格卖掉了，两头赚钱，赚了好多倍。” “The machine (bitcoin mining computer) is at one price a day, and the investment is at the same price, as is the case today at 18,000 per unit, and of course it is often missing”, he said, “Someone bought a few machines in September 2017 at a price of 10,000, dug for three months, dug up a lot of bitcoin, then sold the second-hand machine at a price of 20,000, made a lot of money and made a lot of money”. 山东等沿海省份电力昂贵，但是矿工们也有热情。山东潍坊一名在圈内小有名气的矿工许铭告诉第一财经1℃记者，山东的矿场多是中小型乃至微型的，挖矿机数量从几百台到几十台都有，甚至有家庭作坊，直接装了三五台在家中运行，电价方面，有波峰波谷，总体算下来大约0.78元/度。他现在研发了一个针对网吧的挖矿软件，“已经测试半年了，效果不错，正在做地推工作。” 许铭说。 Coastal provinces like Shandong are expensive with electricity, but the miners are also enthusiastic. A famous miner in Shandong's neighborhood told the journalist of 1°C, that Shandong's mines are mostly small and medium-sized and even micro-sized, that there are hundreds to dozens of diggers, and even family workshops, and that there's three or five of them running at home, with electricity prices, and the Bolt Valley, which is about 0.78 degrees in total. He's now developing a mining software for a cybercafe, which he's been testing for six months, and which works well, and he's doing a lot of work. 催生快公司崛起 >............................................................................................................. 近一两个月，比特币价格冲天之后一跌再跌，让许多投资者止住了狂热的脚步，但这丝毫不影响比特币挖矿行业的暴利。 For almost a month or two, the fall of bitcoin prices after they hit the ground kept many investors at a standstill, but this did not in any way affect the windfalls of the bitcoin mining industry. 虽然中国在集成电路技术并非世界一流，但世界排名前三的数字货币矿机生产商均在中国，代表产品分别是比特大陆的蚂蚁矿机、嘉楠耘智的阿瓦隆和亿邦科技的翼比特，他们都是新成立没几年的创业企业，有的既生产矿机，也直接经营矿场。 Although China is not the world's best integrated circuit technology, the world's top three producers of digital money machines are in China, representing the products of ants from the mainland of Bit, Avalon from Kanaji, and Bit from the wings of hundreds of states of science and technology, all of which have been established for a few years, either to produce machines or to run mines directly. 小小的矿机，创造了巨额的财富。例如，2017年8月底，嘉楠耘智正式申请挂牌新三板，其公开数据显示，2015年嘉楠耘智全年净利润224万，而其2017年全年的净利润达到3个亿，两年时间增长125倍。 Small mining machines have created huge wealth. For example, at the end of August 2017, Kana Ji formally applied for a new 3rd board, with public data showing that in 2015, Jia Jinji had a net annual profit of 2.24 million, while in 2017 it had a net profit of 3 billion dollars, a two-year increase of 125 times. 2013年4月，张楠赓和李佳轩共出资10万元在北京创立嘉楠耘智之时，未必敢想象如此强烈的风口。4年间，通过10次增资，公司的注册资本变更为3亿，翻了3000倍。 In April 2013, Zhang Nanjing and Li Jia-chung contributed $100,000 to the creation of Ka Nan Ji in Beijing. In four years, through 10 replenishments, the company’s registered capital changed to 300 million, up 3,000 times. 2016年，鲁亿通(300423)宣布以30.6亿的估值并购嘉楠耘智。嘉楠耘智承诺2016年至2018年净利润分别不低于1.8亿元、2.6亿元和3.5亿元，合计不低于7.9亿元。现在来看，嘉楠耘智能轻松完成对赌承诺。然而，这次并购却因高估值、高业绩承诺，和涉嫌规避借壳不了了之。 In 2016, Luon-Tung (300,423) announced a $3.06 billion valuation for M & A. Kana Jii promised a net profit of not less than $180 million, $260 million and $350 million, respectively, for the period 2016-2018, totalling not less than $790 million. Now it seems that Cara-Senior Intelligence has easily completed its commitment to gambling. 收入快，利润增速更快，销售规模扩大摊薄研发费用，公司的毛利率迅速提高。2015年毛利率26%，2016年43%，2017年5月-9月毛利率已经达到了50%。2017年9月，嘉楠耘智单月完成2.2亿元营收，业绩仍然处于上升状态，负债率低于1%。2017年4月的一次股权转让显示，嘉楠耘智估值已经达到了30亿元。 The rate of Māori in 2015 was 26 per cent, in 2016 43 per cent, and the Māori rate in May-September 2017 had reached 50 per cent. In September 2017, KAPAN was able to complete a single-month collection of 220 million yuan, and its performance was still on the rise, with a debt ratio of less than 1 per cent. A stock transfer in April 2017 showed that the Kana Ji valuation had reached $3 billion. 与此同时，中国监管当局对比特币的关注已经从提示风险、关闭交易平台再到开始注意比特币的源头矿场。在2017年10月份之后，央行召集互联网金融专项整治小组以及相关的部门，就比特币矿场进行沟通。继去年监管重拳打击下掀起的ICO“出海”潮后，又一轮比特币挖矿开始了“出海”。有媒体此前报道，经营着中国最大两个比特币矿场的比特币大陆(Bitmain)联合创始人吴忌寒表示，公司正在新加坡设立地区总部，并在美国和加拿大开展挖矿业务。另外，第三大矿场莱比特(BTC.Top)正在加拿大开设分部，而排名第四的微比特(ViaBTC)也在冰岛和美国设立了业务。 Meanwhile, Chinese regulatory authority Bitcoin’s concerns have ranged from risk alerting and closing trading platforms to starting to pay attention to Bitcoin’s origin mines. After October 2017, the central bank convened a special Internet finance team and related departments to communicate with the Bitcoin mine. 截至发稿时，比特币报价12402美元/枚。这意味着即使比特币价格“腰斩”，挖矿行业依然有利可图。（王雨田） At the time of publication, Bitcoin offered $12402 per item. This means that the mining industry is still profitable, even if the bitcoin price is “blanked”.
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