Market research of "mining industry": The mining machinery industry in Huaqiangbei is still growing, and the mine is moving to Yunguichuan.

证券时报 view 11821 2021-12-16 15:21
share to
Scan QR code with WeChat

实探 “矿机”市场:华强北矿机生意仍火爆 矿场转战云贵川

Yangchun March saw several miners' shops in Huaqiangbei.

Although Bitcoin's value has fluctuated, the mining behind Bitcoin has again become the subject of much debate in the market. Recently, the legitimate website of the Inner Mongolia Autonomous Region Development and Reform Commission posted "Various security measures (recommendations) to achieve the goal of double checking the use of electricity during the 14th five-year plan ”. Currency mining will be completely phased out and eliminated, and everything will be phased out by April 2021.

In the wake of the cryptocurrency mining boom, the inability to meet the demands of energy saving, emission reduction and energy efficiency has called into question the question of mining as a job. In progress. In this regard, a Securities Daily reporter once again went to Shenzhen Huaqiangbei to check the temperature of this market where many "mining stories" are born.

Rising prices of mining technology, Yunnan, Guizhou, Sichuan province "focus"

As we all know, Bitcoin is generally "mined". In fact, "Made in China" has been the stable design and development of various mining machinery in recent years, and Shenzhen Huaqiangbei has become one of the largest mining machinery sales and distribution centers in the country and the world.

Take the escalator to the 4th floor of Huaqiangbei Saige Plaza and the notes from the mining machine always grab your attention. In 2017, Bitcoin experienced an uptrend. The mining rig retailer is very popular here. Many of the old stores that were sold before the computer was turned into miners' stores. Although Bitcoin has risen and fallen in recent months, it has all been made more profitable. The reporter discovered that there were still mining shops, but there were also cases of "people going to the empty market". “The stock market has fallen from the end of last year. The market has done well recently. And there is a huge demand for mining technology,” he said.

The rise in Bitcoin prices led to an increase in demand for miners, and traders bought more successful workers to take advantage of higher value-added profits and increased electricity consumption to achieve stable income. It leads to an increase in the price of miners. “The price of this Aladdin L2 30T is 6,850 yuan, but it is not yet available,” Chen said.

"Antminer S19 sold up to 15,000 yuan in the middle of last year. Now the price of space may exceed 50,000 yuan, and the new products have almost disappeared."

The reporter legally went to Bitmain's website and found that all versions of Antminer were out of print and there was no time for a new version. “It's important to note that you don't have to go to a legitimate website and make a reservation. All seats are rejected after reservation by staff. Many people have started to think about mining technology. An investor in Huaqiangbei, a trader engaged in mining technology, told reporters.

A small currency miner can be sent to a mine thousands of miles away after a customer purchases it in Huaqiang Bay in Shenzhen. Once famous as the 'ghost town', the Ordos of Inner Mongolia is a market staple. Remember. In fact, plans by the Inner Mongolia Autonomous Region to clean up and stop cryptocurrency mining were not immediately halted. Already in November 2019, on the official website of the Ministry of Industry and Information Technology of the Autonomous Region of Inner Mongolia, the Development and Reform Commission, the Ministry of Public Security and the Ministry of Finances. Local announced "Virtual currency review and improve." Activity report of the Department of Management and Big Data "Mining" (Nei Gongxin Xin Ruan Zi [2019] No. 384) (hereinafter referred to as "Bill" ) on the dissemination of information related to the configuration of the virtual machine.. currency extraction.

“In addition to Inner Mongolia, we often contact local mines in Sichuan and Yunnan to trust us. Hydropower is also environmentally friendly. Some mines are closed, so we prefer to choose different locations. There are many. Another vendor in Huaqiangbei said, “Major flooding from March to April is coming soon, so it's time to have some fun.

It is reported that many power companies have been established in Yunnan, Guizhou and Sichuan provinces, due to the poor quality of power transmission lines, the power supply capacity can not be well distributed nationwide, and sewage and electricity continue to increase. To augment. As early as 2021, Sichuan Power Communications and Administration announced that by 2020, Sichuan's annual electricity consumption will finally be set at 95.4%, and the efficiency of electricity consumption will be the key. Many market participants have said that with the changes in the cryptocurrency mining landscape, many former owners have chosen countries or regions like Canada, Iceland and Norilsk in Siberia to raise their mines in order to go through the control system.

Bitcoin prices rebounded from a low of $ 43,000 on March 1 and on March 2 Asian markets rebounded to their high of $ 50,000.

Unions exchange on the blockchain

According to a reporter for the Securities Newspaper, the pace of investment in home businesses has also accelerated. While not important, the uniqueness of the industry is still important on an undisclosed level.

As the reporter understands, Qiming Ventures has also made significant investments in blockchain, which is owned by its main developer, Kuang Ziping. He said at a public conference that he started to think blockchain responded a few years ago. A year or two ago, as a new hire, I was trying to invest in work.

He doesn't want to jump into the real estate market, believing that all directions of blockchain can change the way the internet and even the financial model in the next 10 to 20 years. Speaking of special investments, Kwong Ziping said that if you want to invest in a blockchain project, you have to think about the technology. What is this for? We look forward to seeing more work that has resulted in and implemented blockchain technology in Korea, and we look forward to the day when the blockchain industry arrives.

The blockchain investment manager of an investment firm in Shenzhen said that the blockchain itself is a huge step forward and will be more attractive as a lead for future business ventures. Since the decentralization of the blockchain is in principle the encryption protocol, this process cannot interfere with, so it will be recognized by many people. The regulator said he was more concerned with mining in the IPFS guidelines because the company appears to be the one that develops and manufactures power distribution equipment. Unlike Bitcoin mining, it doesn't consume a lot of power Yes, most encapsulation and data storage solutions. issues such as research and other applications.

Following this, new investments in the blockchain industry as a whole, not only in South Korea but also overseas, such as Singapore Government Investment Corporation (GIC), Japanese group Softbank (UK) and Hyina Asia Venture Capital Fund (SIG) have warmed. . - Well-known companies have been frequently active in the future, and the direction has been the same for all blockchain platforms from start to finish.

As for foreign investment, Northern Data, a major European bitcoin miner, has also announced that it is considering an IPO in the United States at the end of last month. Data Northern is headquartered in Germany with its largest mining facility in Rockdale and one of the largest mining companies in the world. The company now plans to raise $ 500 million through the joint venture's IPO. According to people familiar with the matter, Swiss investments in Credit Suisse (Credit Suisse) will play an important role.

btcfans公众号

Scan QR code with WeChat

Disclaimer:

Previous: National Bank of Kazakhstan announces report on results of CBDC pilot project Next: Why does Arbitrum TVL lead in Layer 2?

Related