华夏时报(www.chinatimes.net.cn)记者 金微 北京报道
Washington Times (www.chinatimes.net.cn) journalist Kim Wei Beijing
成也区块链,败也区块链。
Make a chain of blocks, lose a chain of blocks.
区块链概念的炒作昙花一现,仅三天,一些蹭热点的概念股相继倒下,整个区块链板块严重分化,只有少数区块链股崛起,其中,智度股份(000676.SZ)以三涨停、月内涨幅达88%而居龙头股阵营受到关注。
The concept of the block chain has emerged for only three days, with the collapse of some of the hotspot concepts, the fragmentation of the entire block chain and the rise of only a few of the blocks, in which the intellectual shares (000676.SZ) have stopped at three spikes and increased by 88 per cent during the month, while the dragon-headings camp has received attention.
10月29日,在区块链板块炒板潮中,智度股份曾一度开板但几分钟后回封;10月30日,智度股份开盘瞬间涨停,并死死封在涨停板上,显示市场资金的看好。市场对智度股份的炒作,除了区块链概念,还有一个利好是参投比特大陆。 《华夏时报》记者致电智度股份,对方表示我们此前在互动易平台披露过公司参与投资比特大陆的消息,截至目前没有应披露而未披露的消息。
On 29 October, in a tidal wave of block blocks, the wise-minded shares were opened for a while but sealed a few minutes later; on 30 October, the wise-minded shares rose and stopped and were frozen on the high-end boards, showing how well market funds looked. The market's campaign for the smart-minded shares had the advantage of participating in the Bit continent, in addition to the block-chain concept.
智度股份几度转型
智度股份前身为思达高科,后因经营状况不理想,大股东几番变更。 The stockholders changed several times because of their undesired state of business. 2016年,公司收购上海猎鹰网络有限公司(下称“猎鹰网络”)100%股权、上海智度亦复信息技术有限公司(下称“亦复信息”) 100%股权、Spigot,Inc. 100%股权。 In 2016, the company acquired 100 per cent of the shares of the Shanghai Eagle Network Limited (hereinafter referred to as the Eagle Network), 100 per cent of the shares of Shanghai Intelligence Corporation Limited (hereinafter referred to as “also information”), and 100 per cent of the shares of Spigot, Inc. 猎鹰网络主营移动互联网广告业务,旗下拥有主要从事体育类游戏的开发和联运业务的深圳市范特西科技有限公司、主要从事移动应用商店运营业务的北京掌汇天下科技有限公司(下称“掌汇天下”)。 The Eagle Network's mobile Internet advertising business, under the banner of Van Tessi Technologies Ltd. of Shenzhen City, which is mainly involved in the development and intermodalization of sports games, and Beijing Hand in Science and Technology Ltd., which is primarily involved in the operation of mobile applications stores (hereinafter referred to as “the Hand in Hand”). 亦复信息主要从事广告服务业,境外子公司Spigot,Inc. 主营业务集中于互联网软件开发、应用和分发。自完成重大资产重组以来,智度股份从一家传统的仪器仪表公司全面转型为互联网广告传媒公司。另外,公司通过布局互联网小额贷款公司、保理公司等方式涉足金融领域。 The information is also mainly in advertising services, with the offshore subsidiary Spigot, Inc.’s main business concentrated on Internet software development, application and distribution. Since the completion of the major asset restructuring, the smart shares have been transformed from a traditional instrumentation company to an Internet advertising media company. 重组之后,智度股份的业绩脱胎换骨。2016年至2018年,智度股份营业收入分别为23.64亿元、63.74亿元、76.60亿元,净利润分别为3.16亿元、5.27亿元、7.13亿元,扣非净利润分别为2.42亿元、4.72亿元、6.79亿元。 After the reorganization, the performance of the intellectual share changed. From 2016 to 2018, the intellectual share earned 2,364 million yuan, 637.4 million yuan and 7,660 million yuan, respectively, with net profits of 316 million yuan, 527 million yuan and 713 million yuan, with net profits withheld of 242 million yuan, 472 million yuan and 679 million yuan, respectively. 2019年上半年,智度股份实现营业总收入48.59亿元,同比增长28.85%;实现归属于上市公司股东的净利润3.27亿元,扣除股份支付费用0.85亿元的影响后,归属于上市公司股东的净利润为4.12亿元。 In the first half of 2019, smart shares achieved a gross operating income of $4,859 million, an increase of 28.85 per cent over the same period; net profits attributable to shareholders of listed companies were realized of $327 million, net profits attributable to shareholders of listed companies, after deducting the impact of the cost of paying shares of $85 million, and net profits attributable to shareholders of listed companies amounted to $412 million. 公司年报称,智度股份已成为一家致力于互联网搜索、大数据、AI技术等领域,开发并提供大量基于互联网的产品与服务,全球领先的第三方互联网搜索入口公司。 The company reported that its intellectual shares had become a leading global third-party Internet search portal company dedicated to Internet search, big data, AI technology and the development and delivery of a large number of Internet-based products and services. 事实上,智度股份真正被列为区块链概念股还是今年9月,一些交易软件将其列为区块链概念股的依据是智度股份的信息披露。 In fact, whether the smart stock was actually listed as the block chain concept unit or in September this year, some of the trading software listed it as the block chain concept unit based on the disclosure of information on the smart stock. 《华夏时报》记者注意到,事实上早在8月20日, 智度股份就曾在互动易平台披露,公司参与投资比特大陆。智度股份表示,随着人工智能、大数据、区块链等技术的发展和完善,智度股份尝试将该技术加以更好的运用,该投资有助于提升公司的竞争力,建立坚实的技术壁垒,符合公司的既定战略。 The Washington Times journalist noted that, in fact as early as August 20, the smart stock had been disclosed on interactive platforms, and the company had been involved in investing in the Bit continent. The smart share said that, with the development and refinement of technologies such as artificial intelligence, big data, block chains, and so on, the smart share had tried to make better use of the technology, and that the investment had helped to improve the competitiveness of the company, create solid technical barriers and be in line with the company’s established strategy. 但这个消息并没有引起多大的关注,股价也没有出现变动。 However, this information did not attract much attention and stock prices did not change. 直到10月10日,央行招聘数字货币研究员的消息传出,数字货币板块出现大幅上涨。其中,智度股份自10月10日起出现三个涨停。10月14日,智度股份发布公告称,近期,市场和媒体对数字货币概念的热情不断增长,公司被相关媒体纳入数字货币概念股。对此,智度股份特说明如下:2018年,公司对比特大陆进行了投资,并于2019年获得了比特大陆联合创始人吴忌寒设立的Matrixport的认股权,但因投资金额未达到《深圳证券交易所股票上市规则》的披露标准,因此未进行专项披露。此外,公司一直关注大数据、区块链、数字货币等技术的发展,公司现有业务尚未直接涉及区块链及数字货币业务。 As of October 10, news of the central bank’s recruitment of digital money researchers reported that there had been a significant increase in the digital currency plate. Among these, the smart stock had been suspended three times since October 10th. On October 14, the wise share announced that the market and media had recently become more enthusiastic about the concept of digital money, and that the company had been included in the digital currency concept unit. In this regard, the wise share was illustrated as follows: in 2018, the company invested in Bitt continent and in 2019 acquired the ownership of the Matirxport set up by U Xiaoqing, the co-founder of the Bit continent, but the investment amount did not meet the disclosure criteria of the Shenzhen Stock List Rules and therefore did not go into special disclosure. 自此,智度股份正式以数字货币龙头股的身份受到市场关注。近期,智度股份以涨停多次上榜龙虎榜,榜上频现一线游资身影。 Since then, smart shares have come to the market officially as leading shares in digital currencies. 以10月29日为例,华泰证券南京中华路、江海证券五四路等位居龙虎榜前列,另外买四国泰君安证券南京太平南路证券营业部,该席位买入1327.84万元,而近三个月内该席位共上榜136次,实力排名第7,显示一线游资对其看好。 On 29 October, for example, the Huathai Portfolio was ranked among the top five highs in China, China and China, and the Jianghai Portfolio, while the four countries, Thailand and China, bought 13.784 million yuan in the South Ping Road Securities Department, while in the last three months, the seat was ranked 136 times and ranked 7th in strength, showing that it was well received by the first line of travel. 搭上比特大陆概念 市场对智度股份的炒作,除了区块链概念外,比特大陆的消息也在影响着该股。据公开报道称,智度股份参股比特大陆1.68%。 In addition to the block chain concept, news from Bitland is affecting the Unit. According to public reports, the stock participation rate in Bitland is 1.68 per cent. 比特大陆被喻为中国区块链行业最大的矿机企业。公开资料显示,比特大陆公司创办于2013年,公司的主营业务是设计专用的加密货币挖矿机芯片,这种芯片也被称之为ASIC,全球比特币挖矿机市场的崛起,催生了对专用芯片的需求。基于“ASIC芯片也能够用于其他高负荷处理领域,比如机器学习、人工智能等”的技术和行业共识,比特大陆选择向AI转型。2017年底,比特大陆发布全球首款的量产加速计算AI芯片。 According to public sources, Bit Continental was founded in 2013 and its main business was the design of specially designed crypto-money miner chips, also known as ASIC, the rise of the global market for bitcoins, which created a demand for specialized chips. Based on the technical and industrial consensus that “ASIC chips can also be used in other high-load processing areas, such as machine learning, artificial intelligence, etc.” Bitcontinent chose to move to AI. By the end of 2017, Bitcontinent’s release of the global headlines accelerated the calculation of AI chips. 成立5年多来,比特大陆共进行过多次融资,投资人中不乏红杉资本中国、IDG、创新工场等知名投资机构。据科技自媒体雷帝触网披露的数据,比特大陆新一轮融资的投后估值为150亿美元。2017年比特大陆实现25亿美元收入,12.5亿美元净利润。2018年一季度营收18.7亿美元,净利润11.4亿美元,净利率达60%。 For more than five years, Bitland has been financed several times, with prominent investment institutions such as Redwood Capital China, IDG, and innovative workshops among investors. According to data released by the media, the new round of financing in Bitland was valued at $15 billion. In 2017, Bitland achieved $2.5 billion in revenue and a net profit of $1.25 billion. 此前,比特大陆已经正式启动香港上市准备工作,并聘请中金担任其主承销商。不过,最近公开消息称,比特大陆上市路径生变,已向SEC秘密递交了上市申请,保荐人为德意志银行,从最初定下的目标港股到如今的美股,比特大陆的IPO进程一直是吴忌寒和CFO刘路遥在主导,詹克团较少参与。 Before that, Bitland had officially set in motion Hong Kong’s listing preparations and hired China-King as its main underwriter. However, recent public sources say that Bitland’s listing path has changed, and that a confidential listing application has been submitted to SEC, with the sponsorship of Deutsche Bank, from the original target port stock to today’s US share. The Bitcontinent IPO process has been dominated by Wu Xiaoqiao and CFO Liu Luang, with the Jenks less involved. 10月29日,比特大陆执行董事吴忌寒向公司全体职员发公开邮件,决定解除前执行董事詹克团在公司的一切职务。在区块链刚被上升为国家战略的时候,中国区块链行业最大的矿机企业突然爆出刺激紧张的宫斗剧,引起了市场的高度关注。 On October 29, Mr. Wu Xiaoqin, Executive Director of the Bit continent, sent an open email to all the company’s staff, deciding to dismiss the former executive director, the Jank Regiment, from all his positions in the company. When the block chain was just elevated to a national strategy, the biggest mining company in China’s block chain industry suddenly burst into a violent tyrannical drama, causing high market interest. 有区块链行业人士表示,区块链行业本身就很不容易,充满争议。有骗子和理想主义者,有极客和投机者。在夹缝中生存和前进,五年才出了一个比特大陆,保证足够的现金流穿过行业漫长的冬天,成为当务之急。 According to the industry of block chains, the sector itself is not easy and controversial. There are liars and idealists, there are guests and speculators. It is only five years to survive and move forward on a bit continent, making sure that enough cash flows pass through the industry for a long winter. 市场一线操盘手吴钩向《华夏时报》记者表示,智度股份这么强有些超预期,回顾其炒作主线,前期市场炒作有贸易谈判概念,智度股份有子公司与谷歌有关,10月中旬开始主要是数字货币概念,后期又转到区块链概念,到现在因为其参股比特大陆,而比特大陆最近又成为市场热点,让智度股份成了板块龙头,不过因前期涨幅过大,投资者也应该注意其回调风险。 The first-line market handler, Wu Xiaoqiao, stated to the Washington Times journalist that the stockholding was so strong that it was somewhat over-expected, recalled that it was a major player, that the previous market was dominated by the concept of trade negotiations, that it had a subsidiary related to Google, that it began in mid-October mainly with the concept of digital currency, that it was later transferred to the concept of a block chain, and that by now it has become a market hot spot for its share in the Bit continent, which has recently made the share of the stock of the intellectual mind a champion, but that investors should also be aware of the risk of its retrenchment, given the large increase in the previous period. 编辑:刘春燕 主编:陈锋 Editor-in-chief: Chen Feng 查看更多华夏时报文章,参与华夏时报微信互动(微信搜索「华夏时报」或「chinatimes」) Read more of the summer Times articles and participate in the summer Times micro-interactions ("/span" or "chinatimes
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