格隆汇2月11日丨东方国信（维权）(300166.SZ)公布股票交易异常波动公告，近期资本市场 对"AIDC""算力租赁"等概念关注度较高，相关板块二级市场表现较为活跃。截至目前，公司内蒙古智 算中心项目已部分建成并交付客户使用，其余部分尚在建设中。该业务当前收入占公司营业收入比重较 小，对当期经营业绩不构成重大影响。未来收入贡献主要取决于项目后续交付进度及客户上架节奏，存 在不确定性。敬请广大投资者理性判断，注意投资风险。 ...

南财智讯2月11日电，东方国信公告，公司股票于2026年2月9日、2026年2月10日、2026年2月11日连续 三个交易日收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动。经公司自查并向控股股东及实 际控制人核实，不存在应披露而未披露的重大信息；公司前期披露信息不存在需要更正、补充之处；近 期经营情况正常，内外部经营环境未发生重大变化；公司、控股股东及实际控制人不存在筹划中的重大 事项，亦未在异动期间买卖公司股票；内蒙古智算中心项目已部分建成并交付客户使用，其余部分尚在 建设中，该业务当前收入占公司营业收入比重较小，对当期经营业绩不构成重大影响，未来收入贡献存 在不确定性。 ...

每经AI快讯，2月11日，东方国信（300166）(300166.SZ)公告称，公司股票于2026年2月9日至11日连续 三个交易日收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动情况。近期资本市场 对"AIDC""算力租赁"等概念关注度较高，相关板块二级市场表现较为活跃。截至目前，公司内蒙古智 算中心项目已部分建成并交付客户使用，其余部分尚在建设中。该业务当前收入占公司营业收入比重较 小，对当期经营业绩不构成重大影响。未来收入贡献主要取决于项目后续交付进度及客户上架节奏，存 在不确定性。敬请广大投资者理性判断，注意投资风险。 ...

证券代码：300166 证券简称：东方国信 公告编号：2026-003 北京东方国信科技股份有限公司 针对公司股票异常波动，公司对有关事项进行了核查。公司董事会采用通讯 及函询的方式，对公司控股股东和实际控制人就相关事项进行了核实，有关情况 说明如下： 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的具体情况 北京东方国信科技股份有限公司（以下简称"公司"）（证券简称：东方国 信，证券代码：300166）股票于 2026 年 2 月 9 日、2026 年 2 月 10 日、2026 年 2 月 11 日连续三个交易日收盘价格涨幅偏离值累计超过 30%，根据《深圳证券 交易所交易规则》的有关规定，属于股票交易异常波动的情况。 经公司自查并向控股股东及实际控制人核实，不存在应披露而未披露的重大 信息。 二、公司关注、核实情况的说明 1、公司前期披露的信息不存在需要更正、补充之处。 2、近期资本市场对"AIDC""算力租赁"等概念关注度较高，相关板块二 级市场表现较为活跃。截至目前，公司内蒙古智算中心项目已部分建成并交付客 ...

Core Viewpoint - On February 11, a total of 38 stocks were involved with institutional investors, with 14 stocks showing net buying and 24 stocks showing net selling [1]. Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Jiecheng Co., Ltd. with a net buying amount of 178 million yuan, representing a price increase of 4.73% [2] - Dongfang Guoxin with a net buying amount of 144 million yuan, with a price increase of 8.34% [2] - Greenmei with a net buying amount of 90.88 million yuan, showing a price increase of 9.95% [2] Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Xiexin Integrated with a net outflow of 141 million yuan [3] - Juliy Suojv with a net outflow of 137 million yuan [3] - Huanrui Century with a net outflow of 93.14 million yuan [3]

Group 1 - The core viewpoint of the news highlights the ongoing fluctuations in the software sector, particularly within the ChiNext software ETF, which saw a slight decline of 0.09% as of February 11, 2026, while individual stocks like Wangsu Science & Technology and Guangliwei experienced significant gains of 10.60% and 9.04% respectively [1] - The report from Huatai Securities indicates that 2025 is expected to be the "Year of Agents," with 2026 likely marking a period of accelerated implementation of Agent technologies, driven by rapid iterations in Agentic Coding and fierce competition among major companies for personal agent assistants [1] - The rapid iteration of Agentic Coding is anticipated to reshape the software industry, potentially leading to a paradox where the value of standalone software may decline despite a surge in personalized, AI-generated software [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the ChiNext software index include Tonghuashun, Runze Technology, and Kunlun Wanwei, collectively accounting for 48.61% of the index [2] - The performance of individual stocks within the index shows varied results, with notable declines in stocks like Kunlun Wanwei at -4.13% and Tonghuashun at -1.26%, while others like Shenshuo Technology and Zhongke Chuangda showed positive movements [3]

Core Viewpoint - The focus is on the growth of the domestic computing power and AI application sectors, particularly through the performance of the Huabao Big Data ETF (516700), which has shown significant gains in the market [1][8]. Market Performance - The Huabao Big Data ETF (516700) saw an intraday increase of 1.35%, currently up by 0.90%, recovering above the 20-day moving average and aiming for a fifth consecutive daily gain [1][8]. - Notable stocks include Wangsu Science & Technology, which surged by 11.30%, and Dongfang Guoxin, which rose by 8.57% [2][10]. Industry Insights - According to Omdia, the Chinese cloud infrastructure service market is projected to reach $13.4 billion by Q3 2025, reflecting a year-on-year growth of 24% and maintaining over 20% growth for two consecutive quarters [2][12]. - The demand for AI is accelerating the deployment of cloud services and significantly impacting core cloud infrastructure, leading to a shift in cloud resource consumption towards production-level workloads [12]. Policy Developments - The National Development and Reform Commission has issued guidelines to promote the application of AI in the bidding and tendering process, identifying 20 key scenarios for implementation [12]. - The rise in demand for tokens is leading to price increases that are being passed from upstream to CPUs and cloud services, with AWS initiating price hikes, indicating a potential revaluation for cloud computing and related service providers [12]. Sector Focus - The Huabao Big Data ETF (516700) passively tracks the CSI Big Data Industry Index, heavily investing in sectors such as data centers, cloud computing, and big data processing, with significant holdings in leading companies like Inspur, iFlytek, and China Software [4][12]. - By the end of 2025, the index's composition will see computing power concepts accounting for 40.91% and AI application concepts for 37.43% [12]. Future Outlook - The government is emphasizing "technology as a priority," which is expected to drive new productive forces [6]. - The top-level design for a digital China aims to activate digital productivity and accelerate the process of domestic substitution [6]. - The "Xinchuang 2.0" wave is anticipated to accelerate, presenting a broad outlook for technology self-reliance [6].

【华福计算机】东方国信：字节算力持续加码，重点推荐Z系IDC黑马！ 大数据垂直领域领军者，基本盘稳固。 公司深耕电信、金融及工业大数据领域二十余年，核心产品在三大运营商及大型银行中拥有极高的市场占有率与 技术护城河。 作为业务压舱石，传统软件业务不仅为公司贡献了稳定的经营性现金流，更为后续智算业务的场景落地提供了深 厚的数据底座。 IDC坐拥东数西算节点 【华福计算机】东方国信：字节算力持续加码，重点推荐Z系IDC黑马！ 大数据垂直领域领军者，基本盘稳固。 公司深耕电信、金融及工业大数据领域二十余年，核心产品在三大运营商及大型银行中拥有极高的市场占有率与 技术护城河。 作为业务压舱石，传统软件业务不仅为公司贡献了稳定的经营性现金流，更为后续智算业务的场景落地提供了深 厚的数据底座。 IDC坐拥东数西算节点核心资源，深度绑定头部大厂。 Seedance 2.0超预期无需多言，字节1月以来也陆续开展IDC招标持续加码算力，景气度非常好。 公司深度参与"东数西算"国家战略，内蒙古和林格尔IDC集群已进入大规模交付阶段，当前在手待交及正在交付订 单超过240MW。 由于大客户极其看重节点资源，且不断定向新增节点订单， ...

格隆汇2月10日丨东方国信(300166.SZ)在投资者互动平台表示，目前公司业务暂未涉及"太空计算"或"太 空算力"相关的技术研发、商业化应用或项目布局。在算力领域，公司的核心资源与能力均投入于建设 高效、绿色的地面智算基础设施（如内蒙古智算中心）与普惠算力服务平台。 ...

格隆汇2月10日丨东方国信(300166.SZ)在投资者互动平台表示，公司未涉及短剧业务。 ...