| 阅读原文 | | --- | （来源：吴说） 据 Antpool 数据，在当前比特币挖矿难度及 0.08 美元/度电价假设下，蚂蚁 S19 XP+ Hyd、神马 M60S、阿瓦隆 A1466I 等机型现接近关机币价；蚂蚁 S21 系 列（S21、S21+、S21 Hyd）关机币价约在 6.9 万至 7.4 万美元区间。此外，高算力机型如蚂蚁 U3S23H、S23 Hyd 的关机币价在 4.4 万美元以上。 ...

Core Viewpoint - Derin Holdings (01709.HK) reported a total Bitcoin production of 51.937 BTC for the period from January 1 to January 31, 2026, with an average daily production of approximately 1.675 BTC [1] Group 1: Bitcoin Production and Hash Rate - The actual hash rate increased from approximately 3.36 EH/s on December 31, 2025, to about 4.03 EH/s by January 31, 2026, with a peak daily hash rate of around 4.05 EH/s during this period [1] - The Bitcoin held during this period was entirely from mining output, with no other sources or disposals of Bitcoin [1] - The initial Bitcoin balance at the beginning of January 2026 was 32.618 BTC, resulting in an ending balance of 84.555 BTC by January 31, 2026, after accounting for the mined Bitcoin [1] Group 2: Future Projections - The company estimates that the total hash rate of its 9,148 existing Bitcoin mining machines is approximately 4 EH/s, with an indicative daily output of about 1.7 BTC [1] - The company forecasts a total Bitcoin production of approximately 600 to 700 BTC for the entire year of 2026, subject to network difficulty, Bitcoin prices, operational time, and other operational conditions [1]

Group 1 - The total Bitcoin production from January 1 to January 31, 2026, was 51.937 Bitcoins, averaging approximately 1.675 Bitcoins per day [1] - The actual hash rate increased from approximately 3.36 EH/s on December 31, 2025, to about 4.03 EH/s by January 31, 2026, with a peak daily hash rate of around 4.05 EH/s during this period [1] - The Bitcoin balance at the beginning of January 2026 was 32.618 Bitcoins, resulting in an ending balance of 84.555 Bitcoins by January 31, 2026, after accounting for the production during the month [1] Group 2 - The company operates 9,148 Bitcoin mining machines with a total hash rate of approximately 4 EH/s, expecting a daily output of about 1.7 Bitcoins [1] - The company forecasts an annual Bitcoin production of approximately 600 to 700 Bitcoins for 2026, contingent on network difficulty, Bitcoin prices, operational time, and other conditions [1] - The company is committed to developing a sustainable, transparent Bitcoin mining business as part of its broader digital finance strategy while implementing prudent risk management and high standards of corporate governance [2]

Core Viewpoint - Nasdaq has issued a warning to Bitcoin mining manufacturer Canaan (CAN), requiring the company to maintain its stock price above $1 for 10 consecutive trading days before July this year to avoid delisting risk [1] Group 1: Company Performance - Canaan's current stock price is approximately $0.79, which is below the required threshold [1] - The company had previously announced a significant order of 50,000 Avalon A15 Pro mining machines in October last year, which temporarily boosted its stock price, but the upward momentum was not sustained [1] Group 2: Investor Activity - The largest institutional investor, Streeterville Capital, liquidated its holdings worth approximately $439 million in December [1]

Core Viewpoint - The UAE has been conducting Bitcoin mining through government-related entities since 2022, utilizing surplus energy for this purpose [1] Group 1: Energy Utilization - The UAE's electricity generation capacity is primarily configured for a few extreme peak usage periods, resulting in surplus energy for most of the year [1] - Some of the excess electricity is being used for Bitcoin mining, highlighting a strategic use of available resources [1] Group 2: Bitcoin Characteristics - Bitcoin is noted for its low storage costs and long-term value storage characteristics, making it suitable as a means of energy value conversion [1]

Core Viewpoint - Cango Inc. reported an increase in Bitcoin mining output and plans for future investments to enhance mining efficiency and develop parallel energy and AI computing platforms [1] Group 1: Mining Operations - In December 2025, Cango Inc. produced 569 BTC, an increase from 546.7 BTC in November, with an average daily output of 18.35 BTC [1] - The company held a total of 7,528.3 BTC at the end of December, reflecting a month-over-month increase of approximately 569 BTC [1] - Cango deployed a mining power of 50 EH/s, with an average operational hash rate of 43.36 EH/s for the month [1] Group 2: Investment and Future Plans - A major shareholder plans to invest an additional $10.5 million, expected to be completed by January 2026, aimed at improving mining efficiency [1] - The company intends to hold its Bitcoin long-term and has no plans to sell [1] - The investment will also support the development of energy and AI computing platforms in parallel with mining operations [1]

Core Viewpoint - Derlin Holdings (01709) reported a total Bitcoin production of 25.2107 BTC from December 1 to December 30, 2025, with an average daily production of approximately 0.8404 BTC [2][5]. Group 1: Bitcoin Production and Hash Rate - The actual hash rate increased from approximately 0.84 EH/s on December 1, 2025, to about 2.83 EH/s by December 30, 2025, with a peak daily hash rate of 2.83 EH/s during this period [2][5]. - The Bitcoin held during this period was entirely from mining output, with no other sources or disposals of Bitcoin [2][5]. - The initial Bitcoin balance on December 1, 2025, was 5.9807 BTC, leading to a final balance of 31.1914 BTC by December 30, 2025, after accounting for the mined Bitcoin [2][5]. Group 2: Future Projections - The company currently operates 9,148 Bitcoin mining machines, with a total hash rate of approximately 3.993 EH/s, which is expected to yield an indicative daily output of about 1.72 BTC [3][6]. - The forecast for total Bitcoin production in 2026 is estimated to be between 600 and 700 BTC, subject to network difficulty, Bitcoin prices, operational time, and other operational conditions [3][6].

Core Viewpoint - Derin Holdings (01709.HK) reported a total Bitcoin production of 25.2107 BTC from December 1 to December 30, 2025, with an average daily production of approximately 0.8404 BTC [1] Group 1: Bitcoin Production and Hash Rate - The actual hash rate increased from approximately 0.84 EH/s on December 1, 2025, to about 2.83 EH/s by December 30, 2025, with a peak daily hash rate of around 2.83 EH/s during this period [1] - The Bitcoin held during this period was entirely from mining output, with no other sources or disposals of Bitcoin [1] - The initial Bitcoin balance on December 1, 2025, was 5.9807 BTC, and after adding the mined 25.2107 BTC, the ending balance on December 30, 2025, was 31.1914 BTC [1] Group 2: Future Projections and Mining Operations - The company currently operates 9,148 Bitcoin mining machines, with a total hash rate of approximately 3.993 EH/s, expecting a daily output of about 1.72 BTC [1] - The company forecasts a total Bitcoin production of approximately 600 to 700 BTC for the year 2026, subject to network difficulty, Bitcoin prices, operational time, and other conditions [1] Group 3: Transparency and Governance - The company will publish monthly updates on its Bitcoin mining operations to inform shareholders about the latest status and performance [2] - This initiative reflects the company's commitment to developing a sustainable, transparent Bitcoin mining business as part of its broader digital finance strategy while maintaining prudent risk management and high standards of corporate governance [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告 全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 DL HOLDINGS GROUP LIMITED 德林控股集團有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） （股份代號：1709） 自願公告 有關比特幣挖礦業務的 最新發展 本公告由德林控股集團有限公司（「本公司」，連同其附屬公司統稱為「本集 團」）自願刊發，旨在向本公司股東及潛在投資者通報本集團的最新業務發展 情況。 茲提述本公司日期為2025年12月14日及2025年12月30日之公告（「月度更新公 告」），內容有關（其中包括）本集團比特幣挖礦業務的最新進展。除另有界定者 外，本公告所用詞彙與月度更新公告所界定者具有相同涵義。 本公司董事會（「董事會」）欣然向其股東及市場更新有關其比特幣挖礦業務的 最新進展。 1 根據本集團現時內部預估及現行比特幣網絡狀況，現有9,148台比特幣礦機， 總哈希率約為3.993 EH/s，預期相應的指示性合計日產出約為1.72枚比特幣。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告 全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 DL HOLDINGS GROUP LIMITED 德林控股集團有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） （股份代號：1709） (1)完成有關涉及根據特別授權發行可換股債券、認股權證及 獲利股份的比特幣礦機收購事項的須予披露交易；及 (2)有關比特幣挖礦業務的最新發展 完成比特幣礦機收購事項 董事會欣然宣佈，比特幣礦機正式協議所載之所有先決條件已獲達成，且已 於2025年12月30日完成。 1 有關比特幣挖礦業務的最新發展 董事會欣然向其股東及市場提供其比特幣挖礦業務之最新進展。於本公告 日期，本集團已完成(i)向比特大陸收購位於阿曼及巴拉圭的2,448台總哈希 率約為0.825 EH/s的比特幣礦機；(ii)向Evergreen Wealth Investment Limited收 購位於美國奧克拉荷馬州的2,200台總哈希率約為1.040 EH/s的比特幣礦機； ...