Australian regulator blocks Mafia Casino and other gambling websites

(AsiaGameHub) -   Australia's communications regulator has blocked a number of websites operating outside the nation's licensed gambling market, which includes the creatively titled Mafia Casino. A total of 19 online gambling and affiliate websites have been blocked by the Australian Communications and Media Authority (ACMA), as authorities maintain a firm stance against unlicensed operators. The newly blocked sites are: Bass Bet, BetWhale, CasinOK, Cleobetra, Diva Spin, FatPirate, Free Spinz, Gransino, JackBit, Legiano, Mafia Casino, Magius, Monster Win, NewLucky, Nonbetstop.com, Slotexo, Talismania, Tiki Casino and Vegas Hero. The authority commented: "The ACMA is reminding consumers that even if a service appears legitimate, it probably lacks essential customer protections. Australians who use illegal gambling services are therefore at risk of losing their money." Preventing access to a vast number of websites presents a significant challenge for regulators, creating a 'whack-a-mole' situation where operators frequently change their branding to evade detection. Concurrently, the ACMA has issued a formal warning to the sports betting company Chasebet. An investigation found the operator did not sufficiently promote Betstop – Australia's national self-exclusion register – in three marketing emails and on its website. The ACMA reported that Chasebet addressed the problem quickly once notified of the breach, explaining that a software error was to blame. This update on the scale of Australia's black market emerges as the country's politicians debate proposed reforms to gambling advertising regulations. The ACMA stated it has now blocked more than 1,640 illegal gambling websites, with an additional 230 ceasing operations in Australia since enhanced enforcement measures started in 2017. The Labor government, under Prime Minister Anthony Albanese, has put forward plans to limit TV gambling ads to three per hour from 6am to 8.30pm. The proposal also includes a ban on ads during live sports broadcasts and during specified school drop-off and pick-up hours. Furthermore, the government is evaluating a 'triple lock' for digitally distributed gambling content. This would mandate that social media platforms and websites require user logins, age verification for users over 18, and provide an option to opt out of gambling content. However, these digital plans have been criticized as 'unworkable' by opposition MPs, who have raised doubts about the practicality of the triple lock. They point out that adults and children frequently share accounts on services like Spotify and YouTube. Independent MP Kate Chaney stated to The Guardian: "The term 'triple-lock' implies a level of protection that is not realistic – since most families share streaming accounts, gambling ads will still be seen unless parents meticulously navigate each platform to find and enable the opt-out settings." A spokesperson for Communications Minister Anika Wells has verified that 'specific definitions' will be published to prevent loopholes before the new laws are implemented. iGaming Expert analysis: Although gambling reform in Australia has been intensely debated since the 2023 Murphy Report, political disagreement risks weakening the legal market and strengthening illegal operators. For the regulated sector to remain healthy, the Labor Government must find a balanced solution that enhances consumer protection while also supporting the growth of licensed businesses. This article is provided by a third-party. AsiaGameHub (https://asiagamehub.com/) makes no warranties regarding its content. AsiaGameHub delivers targeted distribution for iGaming, Casino, and eSports, connecting 3,000+ premium Asian media outlets and 80,000+ specialized influencers across ASEAN.

EU Ruling Presents Malta with New Setback to Foreign Challenges of iGaming Licenses

(AsiaGameHub) -   Concerns that a flood of players might seek to recover losses from Maltese operators have grown stronger following the latest ruling by the Court of Justice of the European Union (CJEU). The CJEU has sided with the view that contracts between players residing in Germany and operators without a license in the country are fundamentally void. Prolonged legal disputes between Malta and the EU member states of Germany and Austria over numerous compensation claims have escalated over the past decade, requiring a determination from the Attorney General of the CJEU. In a preliminary ruling requested by Malta’s First Hall of the Civic Court, the EU court outlined that players may be entitled to claim back losses from operators not licensed in the country. The European Court held that Article 56 TFEU – an EU law governing restrictions on the provision of unrestricted services – does not take precedence over national laws related to online gambling disputes. The latest ruling will be a setback for Malta’s legislative framework, as it continues to face cases against operators regarding compensation for former customers of unlicensed entities. At the time the relevant activities took place in Germany, the country’s regulatory frameworks had not yet been finalized by the Bundestag, Germany’s federal government. Since then, the framework has shifted due to the Glücksspielneuregulierungsstaatsvertrag (GlüNeuRStV), the online gambling regulatory framework launched in July 2021. However, the EU’s preliminary ruling stated that a change in German lawmakers’ approach to the gambling sector did not invalidate the prior prohibition in place when the wagers were made. That said, the CJEU’s ruling is somewhat unsurprising and continues the trend away from Malta, given a previous opinion by Advocate General (AG) Nicholas Emiliou of Cyprus, which noted: “A sports betting operator that offers services in a national market without the required license may be required to refund the stakes collected from players.” This was in relation to a long-running German dispute challenging Tipico Malta’s online gambling license over loss recovery for the period between 2013 and 2020. Malta has yet to enact Bill 55 in the specific case ruled on by the CJEU, which involved Lottoland and two German players. Even so, Malta could still rely on the law as a shield against EU regulations and domestic frameworks in EU markets. Whether this will provide an effective shield for Maltese operators remains to be seen, however, given key developments from the latest EU ruling stating that Article 56A of the TFEU “must be interpreted as not precluding national legislation which imposes a prohibition on the organization of online casino games, in particular slot machines, and of forms of betting such as online betting on the results of lottery draws.” Germany’s regulator, the GGL, has been one of the most vocal critics of Maltese operators being shielded from European law. The GGL has pursued the case with the European Commission, arguing that the bill needs to be reassessed, along with its alignment with EU frameworks. Previously, the GGL stated: “We are of the opinion that this law should not be compatible with European requirements for the recognition of decisions (Regulation (EU) 1215/2002). “However, the final assessment of this question is not the responsibility of the GGL. We have informed the federal states of our assessment and are otherwise in contact with the relevant authorities.” This article is provided by a third-party. AsiaGameHub (https://asiagamehub.com/) makes no warranties regarding its content. AsiaGameHub delivers targeted distribution for iGaming, Casino, and eSports, connecting 3,000+ premium Asian media outlets and 80,000+ specialized influencers across ASEAN.

EGBA calls proposed EU online gambling levy fundamentally unworkable

(AsiaGameHub) -   The European Gaming and Betting Association (EGBA) has criticized a proposed EU online gambling levy that would be imposed alongside existing national gambling taxes, labeling the initiative as ‘fundamentally unworkable’. According to the EGBA, an EU online gambling levy would solely favor unlicensed operators, coming at the ‘cost of consumer protection’ and cutting into member states’ tax incomes. The European Parliament’s Budget Committee approved the EU’s upcoming long-term budget—the Multiannual Financial Framework (MFF) for 2028-2034—by a vote of 26 to 9 (with five abstentions). This framework references possible new direct revenue sources, such as an EU online gambling levy. While the framework moves forward to the next phase, EGBA Secretary General Maarten Haijer is urging lawmakers to rethink the levy due to its possible effects on the sector. Haijer stated: “Today’s vote is a provisional, conditional request for Member States to look into the concept of an EU online gambling levy. It is not a formal proposal or a final decision. At present, gambling is not standardized across the EU, and there is no legal foundation to outline, manage, or collect this type of levy.  “Putting these legal barriers aside, adding another levy on top of existing national taxes—especially in a sector where licensed operators in certain Member States already face tax rates over 50% of their gross gaming revenue—would leave only one group better off: unlicensed operators.” Maarten Haijer, Secretary General of the European Gaming and Betting Association. Image: SBC Media Victor Negrescu, Vice President of the European Parliament, put forward a unified levy on European online gambling and betting services during a plenary session in February, noting it could bring in an extra “€2bn to €4bn annually”. For the levy to become a new direct revenue source for the EU budget, all 27 member states must agree unanimously via the EU Council. The European Parliament is set to vote on the Committee’s stance at its late April plenary session. Following that, formal MFF negotiations will start, with a resolution anticipated by the end of 2026. Haijer added: “Since they don’t pay taxes, unlicensed operators can already offer players more appealing products and prices, without any of the consumer protections that licensed operators have in place.  “Introducing an EU levy would exacerbate this issue: it would grow the black market, undermine consumer protection for EU residents, and lower total tax revenues for Member States.” Interested in more stories like this? Visit the new SBC Media YouTube Channel—SBC’s new hub for all multimedia content—where our team takes an in-depth look at the top stories from the sports betting, iGaming, affiliate, and payments sectors. This article is provided by a third-party. AsiaGameHub (https://asiagamehub.com/) makes no warranties regarding its content. AsiaGameHub delivers targeted distribution for iGaming, Casino, and eSports, connecting 3,000+ premium Asian media outlets and 80,000+ specialized influencers across ASEAN.

Entain keen to embrace new UK opportunities

(AsiaGameHub) -   Entain has highlighted its strong interest in the UK gambling sector, as Chief Executive Officer Stella David noted that the operator is expanding its market presence as the 40% remote gaming duty (RGD) period commences. Mike Snape, Chief Financial Officer, pointed out that the UK gambling industry has been compelled to evolve due to tax reforms, which David described as ‘draconian’, thereby creating openings for Entain to secure market share.  During this accelerated market transformation, Snape revealed that the operator has refused to slow down, whereas many other market participants have seen their enthusiasm dampened by such harsh tax adjustments. “We are capitalizing on the current market landscape, and this represents just the beginning of what we believe we can accomplish with our UK operations.” David also offered a positive outlook on Entain’s performance in the UK. She informed investors that the company aims for further market share expansion, reporting a 6% year-over-year rise in UK & Ireland net gaming revenue (NGR), with online NGR climbing 13%. When asked about the impact of the UK’s RGD rise, David remarked: “It’s really too early to say. I think the more important point is that we have definitely been increasing our share in the UK in advance of those tax increases and part of our strategy is to continue to increase our share.  “Certainly in gaming, if you look at the market, there is a long tail of tier two and tier three operators all having very small percentage shares of the market, so within the regulated sector, we definitely see there’s an opportunity to continue to build on that share gain. We will see over time just how much of an impact that the black market has on the overall growth of the regulated sector.”  Despite the changing market, David encouraged the industry to persist in lobbying the government. She stated it is vital to prevent further encroachment by the black market resulting from stricter regulations.  The World Cup has been consistently identified as a major opportunity for Entain to gain market share. However, David revealed the operator is approaching the event with realistic expectations.  David detailed that the tournament will be ‘a rollercoaster’, emphasizing that during its early stages, margins are tight with lopsided games. She added that the focus is more on recruitment. NGR growth amidst retail battles  Entain’s group NGR grew by 3% YoY in Q1, with gaming NGR up 7% YoY but sports NGR down 3% YoY. Online NGR improved by 5% YoY, while retail NGR decreased by 3% YoY. International NGR increased by 1% YoY, with online NGR up 2% YoY, but retail NGR fell by 4% YoY. CEE NGR dropped by 6% YoY, with online and retail NGR declining by 1% and 30% YoY, respectively.  BetMGM revenue reached $696m, up 6% YoY. Total group NGR, including BetMGM, rose by 5% YoY. Entain also confirmed its 2026 guidance, projecting 5%-7% online NGR growth on a constant currency basis, remaining confident in market expectations for group underlying EBITDA, as well as achieving at least £500m of annual adjusted cashflow in 2028. This article is provided by a third-party. AsiaGameHub (https://asiagamehub.com/) makes no warranties regarding its content. AsiaGameHub delivers targeted distribution for iGaming, Casino, and eSports, connecting 3,000+ premium Asian media outlets and 80,000+ specialized influencers across ASEAN.

Turkey intensifies crackdown on illegal gambling by targeting digital platforms

(AsiaGameHub) -   Media companies operating in Turkey have received a warning that more stringent checks of content and platforms will be carried out to prevent the promotion of illegal gambling services. This direct warning comes from Ticaret Bakanlığı, Turkey’s Ministry of Trade, following the department’s completion of its latest advertising sweep of digital platforms. Drawing mainstream media attention in Turkey, the Ministry announced that it had “blocked 15 high-follower social media accounts,” though it has yet to disclose the identities of the individuals involved and which platforms they were misusing. Turkish media outlets were informed that the “individuals will be charged for promoting illegal gambling platforms with access to all their online inventory blocked.” This enforcement action forms part of a broader crackdown led by the Ministry’s Advertising Board, which has concluded an ‘investigation of 132 cases, finding 117 in breach of national advertising rules’. The board has issued administrative fines totalling TRY 49.8m (€1m), underscoring the Ministry of Trade’s intent to tighten oversight of advertising on digital platforms. The Ministry has reported to the federal government that it views social media and, in particular, influencer-led content as a ‘priority concern’ regarding how Turkish audiences are being exposed to illegal gambling websites. Digital platforms have been warned that they must guarantee the safety of their media environments, ensuring shared responsibility for compliance with advertising standards. Expanding sanction limits As such, enforcement will not be limited to account suspensions; additional financial penalties and potential legal proceedings are on the table for repeat offenders. Both foreign and domestic media incumbents were advised to strengthen internal controls and vet third-party advertising partners more rigorously to avoid exposure. Turkey’s crackdown on illegal gambling is being formalized into a fully centralized enforcement model, with Ticaret Bakanlığı now expected to report directly to Justice Minister Akın Gürlek on the monitoring of online platforms, advertising activity, and digital environments. The move signals a tightening alignment between commercial regulators and criminal enforcement bodies, as Ankara expands scrutiny of how illicit operators use media channels to reach Turkish consumers. Gürlek’s appointment in March, replacing Yılmaz Tunç following a reshuffle ordered by President Recep Tayyip Erdoğan, sets a new tone for enforcement. Tasked with prioritizing the prosecution of unlicensed gambling platforms, the former Istanbul Chief Prosecutor has moved quickly to impose a coordinated, nationwide framework. In his first month in office, Gürlek issued directives to 171 Public Prosecutors’ Offices across all 81 provinces, requiring structured cooperation with police and financial intelligence units. The scale of enforcement is already being felt. Gürlek confirmed that authorities conducted 729 operations in March targeting drug offences, illegal betting, and online gambling, resulting in 2,996 arrests and judicial measures against a further 820 suspects. These actions underline the government’s shift from regulatory oversight to active disruption and prosecution of illicit networks. At the centre of this effort sits the intelligence agency MASAK, which continues to act as the financial gatekeeper by monitoring suspicious transactions and feeding intelligence into criminal cases. Prosecutors have been instructed to strengthen evidence collection, particularly in digital environments, with a focus on asset tracing and the identification of operators targeting local communities. The next phase of enforcement will be shaped by Turkey’s 11th Judicial Package, due to take effect in 2026. The reforms introduce harsher prison sentences, higher financial penalties, and the direct seizure of accounts linked to illegal gambling activity. Industry observers are now watching closely to see whether breaches tied to media and advertising will also fall under the expanded scope of these measures. Taken together, the developments point to a more aggressive and coordinated strategy—one that places media platforms, financial systems, and law enforcement under a single enforcement umbrella. For operators and their affiliates, the message from the President and central government is unambiguous: the space to promote or facilitate illegal gambling in Turkey is rapidly tightening across finance, media, and digital landscapes. This article is provided by a third-party. AsiaGameHub (https://asiagamehub.com/) makes no warranties regarding its content. AsiaGameHub delivers targeted distribution for iGaming, Casino, and eSports, connecting 3,000+ premium Asian media outlets and 80,000+ specialized influencers across ASEAN.

Tamazi Gambashidze: the key factor behind the growth of World Cup BetBuilder

(AsiaGameHub) -   Looking ahead at how BetBuilders will evolve ahead of the World Cup, Tamazi Gambashidze, Head of the Sports Brand Experience Department at Adjarabet, shared two key factors that can help bring the product to new audiences. Gambashidze also noted his view that slightly raising margins for BetBuilders makes sense, during his conversation with iGaming Expert about sportsbook products during this summer’s major sporting event. iGaming Expert: Could you elaborate on how you think bet builders will change over the coming years? Tamazi Gambashidze: Artificial intelligence and personalization will further advance BetBuilders. The more data we incorporate, the more efficient the tool will become, as every user will receive tailored suggestions based on their past betting activity. A wider range of sports and betting markets will be added. In my part of the world, BetBuilders are still a relatively new feature, so not many users have tried them yet, but by the end of the 2020s, roughly half of all bettors could be placing wagers via BetBuilder. I’d also love to see BetBuilders expand into in-play betting, as from our experience, most users currently place pre-match bets, but adding this functionality would ultimately boost user engagement. iGaming Expert: Is it a given that operators must raise margins on BetBuilders to keep them appealing to users? Tamazi Gambashidze: Slightly raising margins makes sense, given the high level of competition in the BetBuilder space. The correlations between different betting markets are stronger, and the underlying logic hinges on whether one event or action occurs, which makes the likelihood of a linked action happening far greater. Users only see straightforward odds, and from our experience, they don’t understand why BetBuilder odds are lower than those for individual standalone markets. To avoid this negative user response, bookmakers will most often adjust margins for BetBuilder wagers. iGaming Expert: How significant a platform will the World Cup be for BetBuilders and sportsbook user engagement? Tamazi Gambashidze: The World Cup is the marquee event that every online gambling operator has been anticipating, with promotions like free-to-play games and tournament brackets driving activity. A huge number of products are being tailored for the World Cup, as it offers an ideal chance to trial new features and concepts. The majority of betting markets can’t be combined in a single betslip, and matches are mostly treated as separate entities (apart from the final matchday of the group stage), so BetBuilders are the perfect option for users who enjoy multi-wager bets, letting them take part in single-game multi bets. iGaming Expert: What kind of impact will second-screen engagement have on European football fans during the World Cup? Tamazi Gambashidze: Game kickoff times are really inconvenient for European fans. Picture having to place bets at 2 a.m., 4 a.m., or 5 a.m. — that would be a total nightmare. But given the scale of this tournament, I think in-play betting will still remain popular. Second-screen engagement will help drive interest in some new football betting markets, and micro-betting, which is far less common in Europe than it is in the United States, is set to gain traction during the World Cup thanks to this type of engagement. iGaming Expert: What will the key drivers be for cross-selling sportsbook users to casino products during the World Cup? Tamazi Gambashidze: The World Cup is a one-of-a-kind opportunity for cross-selling. I recall during Euro 2024, when my home country Georgia competed for the first time, we saw a massive jump in users who engaged with multiple of our products. There is a clear divide between countries that are competing in the World Cup and those that are not. For this tournament’s debutant teams: Cape Verde, Curaçao, Jordan, and Uzbekistan. Online betting is legal in three of these nations, so this will be a massive opportunity for operators in those three countries to cross-sell sportsbook users and attract customers to their other product lines. iGaming Expert: Are there any key steps operators can take to keep users engaged after their first bet of the tournament? Tamazi Gambashidze: The most critical factor is to make the sportsbook as user-friendly as possible. For regular sportsbook users, things can stay largely the same, but for new users, they prefer a sportsbook that is as simple and straightforward as possible. Another major piece of the puzzle is to keep users active from the first day of the tournament right through to the final match. If you can pull that off, you’ll turn them into loyal, long-term customers. This article is provided by a third-party. AsiaGameHub (https://asiagamehub.com/) makes no warranties regarding its content. AsiaGameHub delivers targeted distribution for iGaming, Casino, and eSports, connecting 3,000+ premium Asian media outlets and 80,000+ specialized influencers across ASEAN.

The gaming sector in the UAE attains a new milestone

(AsiaGameHub) -   The United Arab Emirates lottery has expanded into the physical realm with the launch of its inaugural land-based location, where customers can now buy tickets for lottery draws. Initially launched in December 2024, the UAE Lottery was accessible solely via digital platforms. The debut of a brick-and-mortar store in Musaffah, Abu Dhabi, now enables players aged 18 and above to buy tickets directly for games like Lucky Day Draw and Pick 3. As reported by Gulf News, the UAE Lottery stated: “Every aspect, from striking visuals to user-friendly layouts, has been designed to create a seamless and captivating customer experience. Prominent signage and an inviting, open interior encourage steady visitor traffic, and interactive displays alongside attentive staff guarantee that every visit is both educational and pleasurable.” The organization also reaffirmed its dedication to responsible gambling, noting that customer service personnel will be on hand to support players. All games will be overseen by the national regulator, the General Commercial Gaming Regulatory Authority. “The UAE Lottery offers a variety of tools and materials to empower participants to make educated decisions, fostering a secure, enjoyable, and equitable lottery setting.” We’re officially open. Our very first retail shop is here!Walk in, say hi, and let our team give you the warmest welcome. Grab your tickets in person and experience the lottery like never before! M40, Musaffah, Abu Dhabi: https://t.co/iFkbx7G8NZ Open Daily, 9:00 AM –… pic.twitter.com/zSryXqdY57— The UAE Lottery (@theuaelottery) April 15, 2026 This move to establish a physical lottery outlet in the UAE coincides with ongoing developments by multiple casino companies, which are constructing their own venues for gaming operations. MGM Resorts International CEO, Bill Hornbuckle, recently noted that the company is optimistic about the prospects of its non-gaming management deal. This agreement could introduce its Bellagio, Aria and MGM Grand brands to the area in partnership with Wasl Hospitality in Dubai, a location that may eventually host a casino. Hornbuckle remarked: “It’s not our project, so the construction and funding are handled by Wasl. However, it establishes a foundation for a potential casino in the future. “In the long run, we are particularly enthusiastic about the airport's location and its development trajectory. We believe Dubai is the key market. For the present, we are content with a management agreement to operate what we view as a genuine brand extension, and we shall observe how things progress.” Concurrently, Wynn Resorts is developing the nation's first licensed casino resort, Wynn Al Marjan Island, in Ras Al Khaimah. Construction has recommenced following a temporary halt caused by regional conflict. Interested in more stories like this one? Visit the new SBC Media YouTube Channel, the central hub for all multimedia content at SBC, where our experts provide in-depth analysis of the major news from the sports betting, iGaming, affiliate, and payments sectors. This article is provided by a third-party. AsiaGameHub (https://asiagamehub.com/) makes no warranties regarding its content. AsiaGameHub delivers targeted distribution for iGaming, Casino, and eSports, connecting 3,000+ premium Asian media outlets and 80,000+ specialized influencers across ASEAN.

US imposes sanctions on Mexican casinos due to cartel connections

(AsiaGameHub) -   Authorities in the United States have imposed sanctions on two Mexican casinos due to their connections with the Cartel del Noreste, an organization previously labeled a terrorist group by the Trump administration. The Office of Foreign Assets Control (OFAC) of the US Department of the Treasury has asserted that the Casino Centenario in Nuevo Laredo serves as a ‘stash house’ for drugs and a conduit for laundering illegal money for the cartel. Additionally, OFAC has sanctioned the Diamante Casino and Comercializadora y Arrendadora de Mexico, S.A. de C.V., the corporation responsible for operating both establishments. Scott Bessent, the Secretary of the Treasury, stated: “As President Trump has articulated, the Treasury will deploy every available instrument to safeguard our nation from violent cartels seeking to inflict terror upon innocent Americans. “The Treasury remains committed to targeting the various income sources that cartels depend on to maintain their activities, such as the trafficking of fentanyl and undocumented immigrants into the United States.” OFAC characterized the Cartel del Noreste as one of ‘Mexico’s most brutal drug trafficking organizations,’ headquartered in Nuevo Laredo, a bustling commercial port situated on the US-Mexico frontier. This group emerged from the Los Zetas organization in 2014 and faces accusations of involvement in drug smuggling, human trafficking, money laundering, and extortion. In addition to these businesses, Eduardo Javier Islas Valdez has also been sanctioned, facing allegations of overseeing the organization’s human smuggling activities. Concurrently, OFAC alleges that attorney Juan Pablo Penilla Rodriguez is rendering unlawful services to the cartel, and activist Jesus Reymundo Ramos Vazquez is submitting fraudulent claims against Mexican authorities to disseminate cartel disinformation. These sanctions freeze assets held by the designated individuals and entities within the US and forbid individuals from conducting business with them in the United States. OFAC had previously sanctioned five senior members of the group, and this latest measure further emphasizes OFAC’s scrutiny of casino establishments throughout Mexico, which are suspected of being utilized by some of Mexico’s most prominent criminal organizations to launder illicit gains. Last November, the US imposed sanctions on members of the Sinaloa Cartel-linked Hysa Organized Crime Group, as well as Entretenimiento Palmero, S.A. de C.V. – a casino and entertainment firm owned by one of its members. In total, the Financial Crimes Enforcement Network issued notices to ten casinos connected to the group. This article is provided by a third-party. AsiaGameHub (https://asiagamehub.com/) makes no warranties regarding its content. AsiaGameHub delivers targeted distribution for iGaming, Casino, and eSports, connecting 3,000+ premium Asian media outlets and 80,000+ specialized influencers across ASEAN.

Token出海:中国AI生产力出口的历史跃迁! 迅策科技,给出中国答案

EQS via SeaPRwire.com / 2026-04-16 / 10:29 UTC+8 当全球AI产业从“训练时代”进入“推理时代”,Token不再是藏在代码深处的技术术语,而是进化为可计量、可定价、可跨境交易的“数字通货”——AI时代的“新石油”。 谁掌握Token的定价权与流通权,谁就握住了AI世界的核心资源。 上市仅100天,市值突破1000亿港元——被市场称为“Token第一股”的迅策(03317.HK)用势如破竹的市场表现,向市场传递:这不是简单股价的上涨,而是一次资本市场底层逻辑的切换,是中国AI力量在全球坐标系中完成的一次深刻定义。 而这,只是开始。 在这场由Token主导的全球AI版图重构中,迅策没有选择拼大模型,也没有选择堆算力。它选择了一个更底层的角色——“AI世界的数字燃料供应商”。如今,它正率先启动Token出海业务,成为中国AI数据服务走向全球的领航者。 日前,迅策宣布与国家级深圳数据交易所签署战略合作协议。此次合作标志着迅策在数据要素市场跨境与出海迈出重要一步。它意味着:中国不仅有Token,更有Token的标准、流通的规则、合规出海的通道——这是Token出海从“野蛮生长”迈向“制度化出口”的关键转折。数据跨境的最大风险,从来不是技术问题,而是合规问题。 深数所作为国家级数据交易基础设施,提供的正是这张不可复制的“数据护照”,让迅策的Token出海有据可循、有路可走。   一、Token出海:“AI生产力出口”全面演进全球Token需求井喷。“Token出海”从一个概念,迅速演变为全球AI产业炙手可热的赛道。 数据不会说谎。全球最大模型聚合平台OpenRouter显示,前十模型总Token消耗中,中国模型占比已高达61%。更令人震撼的是:该平台47.17%的用户来自美国,而中国开发者仅占6.01%——这意味着,海外用户正在用真金白银,为中国大模型投票。 国家数据局最新数据显示,截至2026年3月,中国日均Token调用量已突破140万亿。这是什么概念?相当于每天生成约2000亿篇千字文章——全中国14亿人,人均每天“消费”上百篇AI生成的千字内容。而这其中,海量Token消耗来自企业级API调用、智能体运行和模型间交互。摩根大通预测,中国AI推理Token消耗将从2025年的约10千万亿,飙升至2030年的3900千万亿,五年再涨370倍。 Token出海之所以迅速“出圈”,是因为它点燃了人们对“换道超车”的集体想象。 过去,我们出口衬衫、家电、手机、新能源汽车——都是实体产品,对应的是价值链偏下的通用型输出,赚的是“制造利差”。如今,Token出海,让中国实现了从“实物出口”到“AI生产力出口”的历史性跃迁。 这场跃迁,可以用三个历史坐标来定位:第一阶段,中国出口衬衫、球鞋,价值链偏下,以量换汇,对应“通用Token”——计算成本低、可替代性强,拼的是规模与效率;第二阶段,中国出口高端装备、新能源汽车,价值链攀升,以质换溢价,对应“行业专用Token”——嵌入垂直场景,具备领域壁垒;第三阶段,正在发生——中国出口AI生产力本身,以Token为计量单位,向全球输出推理能力与智能服务,进入价值链顶端。Token背后,凝聚的是电力、算力、算法与专用数据的多维积累,共同凝练出具备高附加值的“智算能力包”。中国基建,将再次驱动全球经济增长——只是这一次,原动力单元不再是钢筋水泥,而是Token。电力不离境,算力不出口,但AI生产力跨越国界,以数字形态完成了过去实体商品才能实现的“价值流通”。这是一次无法被关税壁垒阻断、无需集装箱运输的新型出口。 所谓Token出海,本质是中国AI以Token为核心计价与流通单位,向全球输出推理算力与智能服务的新型数字贸易模式。它不是简单的App出海或海外聊天工具,而是底层算力能力的直接输出——将国内推理能力打包成Token,通过跨境API向全球收费,赚取AI世界的"跨境电费"。其核心特征在于: 计算本地化:海外请求→国内算力→结果回传 价值跨境化:电力留在国内,收益流向全球 计费标准化:价格仅为海外模型的1/5-1/20,但Token价值遥遥领先 合规安全化:数字服务与出口 更深远的意义在于:Token的出现,首次解决了数据资产化的难题。数据经标准化转化为Token后,变得可计量、可收费,完成了从“资源”到“资产”的历史性跃迁。而中国,正以一骑绝尘之势,在这场跃迁中定义新的全球规则。   二、中国Token出海的“护城河”:深不见底中国Token的优势,目前只体现在三个维度: 第一,算法效率。 MoE架构、量化技术等创新,让单位算力的Token产出远高于同行;第二,开源策略。 DeepSeek、Qwen等开源版本吸引了全球开发者,形成了不可逆转的生态飞轮;第三,极致定价。国产模型API价格仅为海外同类产品的1/5-1/20——MiniMax M2.5输入价格0.3美元/百万Token,而Anthropic的Claude Opus 4.6高达5美元,是中国模型的16.7倍。 更关键的是,Token正在经历一场“价值分层”。同样一个Token,用来闲聊,百万个值0.01美元;用来写代码,值200美元;用来做法律文档审阅,值1000美元——价值差了十万倍。不到5%的Token消耗,创造了超过80%的可测量价值。Token的价值不取决于它的生产成本,而取决于它被用来做什么。 中国Token出海的真正护城河,不仅仅是成本与效率的碾压,是以数据精炼能力,将通用Token转化为高价值“数字资产”的能力。这不仅是卖得更便宜,更是卖得更值、定义得更高——从“世界工厂”到“世界Token工厂”。   三、合规先行:迅策手握数据跨境“通行证”2026年3月30日,全球首个推动数据发展与治理的国际组织——世界数据组织(WDO)在北京正式成立,已吸纳全球40余个国家、200余家核心会员,覆盖工业、金融、医疗等14个重点行业。在数据跨境流通规则尚待统一的当下,WDO的成立为中国数据企业出海提供了至关重要的多边协调平台。 从政策导向来看,中国数据跨境流动的核心逻辑已从过去的防守型,全面转向价值创造型——更加注重开放、合作、发展与共赢。迅策作为中国AI实时数据基础设施领域的代表企业,有望借助这一国际机制,加速其Token化数据服务在全球市场的落地。 此次牵手深数所,正是迅策探索Token出海的关键落子。根据协议,双方将围绕三大方向展开深度合作。第一,联合拓宽数据要素和人工智能创新业务,推动企业数智化转型;第二,共建数据资产化与数据资产入表服务体系,推动数据资产化与合规化业务发展;第三,打造具身智能数据规范体系,推动具身智能数据产业发展。 深圳数据交易所定位为建设全国性数据交易平台,探索适应数据大规模跨域流通的可行路径、加快构建数据要素跨域、跨境流通的全国性数据交易平台,正是深数所写入章程的核心目标之一。 此次合作,将帮助迅策深化数据合规化与跨境数据合规的探索,加速数据资产化业务落地;有效推动企业级AI应用,拓宽多元化行业渗透;抢占具身智能数据规范先发优势,构筑长期高竞争壁垒。  四、迅策稳步开拓海外业务,中国定义AI未来迅策扮演着最底层的“数据Token供应商”角色。公司凭借多年沉淀的金融、电信等高质量数据,为每一次Token调用加装了“增效器”。 迅策的商业模式正从传统的订阅制、交易制向Token付费模式全面升级。其核心公式清晰而暴力:收入 = Token价格 × 调用次数 × 应用模块数。 这意味着,企业收入不再取决于传统的“客户数量”,而取决于使用频率、使用深度与AI渗透率——这是一个与AI使用强度直接绑定的指数型收入模型,与传统SaaS、软件订阅、乃至互联网流量模型,不在一个维度。 资本市场不是在看“现在的迅策”,而是在定价一个以Token为核心收入结构的未来。2025年,迅策实现营业收入12.85亿元,同比增长103.28%,下半年经调整净利润达5013万元,首次实现半年度正向盈利。其中,Token收费模式占比已达5%,预期2026年将快速提升至20%-30%。 Token模式一旦跑通,将同时具备三重特征:收入随调用量指数增长、数据深度绑定、边际成本极低。 三者叠加,形成典型的高毛利+高复用+高扩张能力组合。资本市场对此类模型的定价,从来不会保守。千亿港元市值,只是迅策价值重估的第一个锚点。真正的定价坐标,从来不该以港元衡量——它指向千亿美金。 在海外布局方面,迅策正稳步开拓海外业务,构建全球化布局雏形,2026年海外收入占比有望突破10%。目前公司业务已从资产管理行业延伸至电信、电力、能源、城市运营、高端制造、医疗、卫星、机器人及消费等多元化领域。   结语:中国,正在Token上定义未来当中国日均Token调用量突破140万亿,当世界数据组织在北京落地,当AI推理成为新一轮全球竞争的制高点——一个时代的底层规则,正在被中国力量悄然重写。 每一代通用技术都会催生新的制度需求:铁路时代是反垄断法,电力时代是公用事业监管,互联网时代是数据隐私。Token经济也不例外。它带来了能耗治理、跨境流动、统计盲区等新挑战,但制度建设的窗口从来都在技术爆发的早期。 Token经济的演进速度远快于移动互联网,而中国,正在第一时间给出答案。 迅策科技,这家“Token第一股”将进阶成为“Token出海第一股”,正以数据基础设施提供商的独特身位,参与重构全球AI服务的底层规则,探索Token出海路径,让中国AI技术与产业优势惠及。   2026-04-16 此财经新闻稿由EQS via SeaPRwire.com转载。本公告内容由发行人全权负责。原文链接: http://www.todayir.com/sc/index.php