核心科学反弹：《第 11 章》退出后财务业绩改善

比特币矿机机构 Core Scientific 报告称，自破产后第一季度的财务业绩有所改善。总收入达到 1.793 亿美元，比 2023 年第一季度增加 5860 万美元。在负债积极调整和第 11 章融资费用减少的推动下，互联网收入飙升至 2.107 亿美元。数字资产挖矿收入为 1.5 亿美元，托管收入贡献 2930 万美元，挖矿业务毛利率达到 46%。

Core Scientific Emerges from Chapter 11 with Improved Financial Results

第 11 章中出现的核心科学成果改善了财务业绩

Core Scientific, a prominent Bitcoin mining infrastructure provider, has emerged from chapter and reported improved financial performance in the first quarter of 2024, showcasing the company's resilience and continued growth trajectory.

著名的比特币挖矿基础设施提供商 Core Scientific 已从章节中脱颖而出，并报告 2024 年第一季度的财务业绩有所改善，展示了该公司的韧性和持续增长轨迹。

Strong Financial Outlook

强劲的财务前景

Core Scientific's total revenue surged by $58.6 million to $179.3 million compared to the same period in 2023. This notable upswing is primarily attributed to favorable contributions from credit facilities amounting to $143.8 million and a reduction in Chapter 11 financing charges.

与 2023 年同期相比，Core Scientific 的总收入猛增 5860 万美元，达到 1.793 亿美元。这一显着增长主要归功于 1.438 亿美元信贷额度的有利贡献以及第 11 章融资费用的减少。

Internet revenue surged from a net loss of $0.4 million in the first quarter of 2023 to a positive $210.7 million in the recent quarter.

互联网收入从 2023 年第一季度的净亏损 40 万美元猛增至最近一个季度的正值 2.107 亿美元。

Mining Operations Drive Growth

采矿业务推动增长

Revenue generated from digital asset mining reached an impressive $150 million, while hosting services contributed $29.3 million. Notably, mining income exceeded mining expenses by $68.4 million, resulting in a robust gross margin of 46%. This is a significant improvement over the $25.4 million and 26% gross margin reported in the corresponding quarter of 2023.

数字资产挖矿产生的收入达到令人印象深刻的 1.5 亿美元，而托管服务贡献了 2930 万美元。值得注意的是，采矿收入超过采矿支出 6840 万美元，毛利率高达 46%。与 2023 年同期报告的 2540 万美元和 26% 的毛利率相比，这是一个显着的改善。

The substantial increase in mining revenue is attributed to a combination of factors, including a 134% increase in Bitcoin's price and a 20% increase in Core Scientific's self-mining hash rate. These gains partially offset a 34% decrease in the amount of Bitcoin mined due to a 73% increase in the global hash rate.

挖矿收入的大幅增长归因于多种因素，包括比特币价格上涨134%以及Core Scientific自挖矿算力增长20%。这些收益部分抵消了由于全球哈希率增长 73% 导致比特币开采量下降 34% 的影响。

Hosting Segment Expansion

托管业务扩展

Internet hosting revenue surpassed hosting costs by $9.3 million, resulting in a 32% gross margin. This represents a significant improvement over the $6.4 million and 28% gross margin reported in the first quarter of 2023. The growth is primarily attributed to the onboarding of new digital asset mining customers, which contributed a $6.7 million increase in hosting revenue.

互联网托管收入超过托管成本 930 万美元，毛利率达到 32%。这比 2023 年第一季度报告的 640 万美元和 28% 的毛利率有了显着改善。这一增长主要归功于新数字资产挖矿客户的加入，这贡献了托管收入的 670 万美元增长。

Operating expenses for the quarter were $16.9 million, down from $24.2 million in the same period last year, indicating efficient cost management.

本季度运营费用为 1,690 万美元，低于去年同期的 2,420 万美元，表明成本管理有效。

Strategic Growth Initiatives

战略增长计划

Core Scientific's CEO, Adam Sullivan, highlighted the company's strategic focus on expanding its infrastructure capabilities to meet the growing demand for energy and infrastructure in high-performance computing. He sees this as a significant growth opportunity for the business.

Core Scientific 的首席执行官 Adam Sullivan 强调了公司的战略重点是扩展其基础设施能力，以满足高性能计算领域对能源和基础设施不断增长的需求。他认为这对公司来说是一个重要的增长机会。

During the first quarter of 2024, Core Scientific mined 2,825 self-mined Bitcoin, a remarkable achievement that surpasses any other publicly listed miner in North America. The company boasts approximately 745 megawatts of infrastructure, generating a total hash rate of 25.5 EH/s, comprising 19.3 EH/s from self-mining and 6.2 EH/s from hosting operations.

2024 年第一季度，Core Scientific 开采了 2,825 个自挖比特币，这一成就超过了北美任何其他上市矿商。该公司拥有约 745 兆瓦的基础设施，总算力为 25.5 EH/s，其中 19.3 EH/s 来自自挖矿，6.2 EH/s 来自托管操作。

In anticipation of the upcoming Bitcoin halving event, which is expected to reduce miners' revenue by half, Core Scientific plans to strategically purchase mining equipment at competitive prices. According to Sullivan, "We are prepared to make countercyclical miner purchases to capitalize on improved pricing. Following the recent halving, we are already observing this dynamic unfold, with post-purchase pricing lower than pre-purchase."

预计即将到来的比特币减半事件预计将导致矿工收入减少一半，Core Scientific 计划以有竞争力的价格战略性地购买挖矿设备。沙利文表示，“我们准备进行反周期矿商采购，以利用价格改善的机会。在最近的减半之后，我们已经观察到这种动态的展开，购买后的定价低于购买前的价格。”

Successful Bankruptcy Restructuring

成功的破产重组

Core Scientific successfully emerged from Chapter 11 bankruptcy on January 16, 2024, and relisted its shares on the Nasdaq, marking the culmination of a 13-month restructuring process. This significant milestone demonstrates the company's financial resilience and its commitment to long-term growth.

Core Scientific 于 2024 年 1 月 16 日成功摆脱美国破产法第 11 章破产保护，并在纳斯达克重新上市，标志着历时 13 个月的重组过程达到顶峰。这一重要的里程碑证明了公司的财务弹性及其对长期增长的承诺。