Group 1: Business Development Focus - The company will primarily focus on IDC (Internet Data Center) business development, with CDN (Content Delivery Network) services being an additional value-added service based on existing user needs [1][2] - The main customer base is diversified, with e-commerce and telecom operators contributing the most to revenue [2] - Future IDC business development will concentrate on Beijing and Shanghai, where user concentration is high, facilitating business operations [2][3] Group 2: Financial Performance and Profitability - The Shanghai project is expected to have a higher profit margin than the overall business due to self-built data centers, while the overall IDC business has lower profit margins due to ongoing construction and higher costs of cooperative data centers [3][4] - The company plans to address funding issues through various means, including leveraging capital market advantages and considering mergers and acquisitions to expand business scope while ensuring sustainable development [5] Group 3: Cloud Computing Strategy - The company is developing its own cloud computing products, including cloud hosts and cloud storage, as part of the IaaS (Infrastructure as a Service) segment [4] - The company aims to optimize energy consumption by improving equipment efficiency and utilizing natural cooling methods to reduce air conditioning costs [4] Group 4: Market Position and Competition - Despite intense market competition, the company is confident in increasing its market share due to the unique scale and quality of its data centers [6] - The company will maintain its current ISP (Internet Service Provider) business scale and will not invest heavily in ISP due to market limitations and resource constraints, focusing instead on IDC business [5]

Group 1: Company Overview and Strategic Focus - The company, Beijing Guanghuan Xinnet Technology Co., Ltd., focuses on developing IDC (Internet Data Center) services, with a strategic expansion into Shanghai through the acquisition of Shanghai Mingyue Company [2][3]. - The company aims to maintain its primary focus on IDC business despite the competitive ISP (Internet Service Provider) market, where it will not invest heavily due to limited resources [3][5]. Group 2: Customer Base and Industry Contribution - The customer base spans various industries, with e-commerce and telecommunications contributing the most to revenue [4]. - The company is adapting its service model to meet the increasing demands of e-commerce users, who require high-quality services due to their rapid growth [4]. Group 3: Cost Management and Efficiency - Major costs in the IDC business include property depreciation, electricity, bandwidth, and labor [4]. - The company is implementing energy-saving measures, such as improving equipment efficiency and utilizing natural ventilation to reduce air conditioning consumption [4][6]. Group 4: Future Plans and Financing - The company plans to explore various financing methods to address increasing capital needs, including potential mergers and acquisitions to achieve synergy and mutual benefits [5]. - In the cloud computing sector, the company is developing its own IaaS (Infrastructure as a Service) products and aims to establish a cloud computing platform to participate in the broader cloud computing industry [6].

证券代码：300383 证券简称：光环新网 北京光环新网科技股份有限公司投资者关系活动记录表 编号：2015-004 | --- | --- | --- | |----------------|----------------------------|---------------------------------------------------| | | | | | | √ 特定对象调研 | □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | | | 新华基金 李昱、张霖 中国平安 姜军、张孝达 | | | | 金元证券 李晓宇、徐文峰 华融证券 韩竑 | | 参与单位名称及 | | 国元证券 褚杰、胡德全 建信基金 许杰 | | 人员姓名 | | 牡丹石投资 项光隆 星石投资 罗敏 | | | | 海富通基金 施敏佳 猎新资本 王成枢 | | | 华泰柏瑞基金 韩笑 等 | | | 时间 | 2015 年 3 月 11 | 15:00-17 ...

Group 1: Project Development - The Shanghai project has entered the preliminary construction phase, focusing on power transformation, with plans for modular construction to address funding and cost issues, aiming for partial cabinet deployment within the year to generate revenue [1][2]. - The Jiuxianqiao Phase II platform project has completed the construction of a five-story data center using self-raised funds, with subsequent project preparations underway, expected to be completed and operational by mid-next year [2]. Group 2: Business Strategy - The company prioritizes expanding its IDC business in first-tier cities, where market concentration is higher, rather than considering data center construction in western regions at this time [2]. - The company is open to mergers and acquisitions that align with its existing business and promote long-term development, focusing on synergy and complementary advantages [3]. Group 3: Cloud Computing Development - The company is developing its own cloud computing products, including cloud servers and storage, and is actively seeking partners to accelerate its cloud business growth [3][4]. - The government is promoting public cloud services, presenting an opportunity for the company to enhance its cloud computing platform and product offerings [4]. Group 4: Customer Base and Revenue - The company's customer base is diverse, with significant revenue contributions from e-commerce and telecommunications sectors [4]. - The ISP business faces intense competition and market limitations, leading the company to maintain its current scale without significant new investments in this area [5]. Group 5: Financial Performance - The company has experienced high gross margins due to balanced growth in its main businesses, but a decline in gross margin is anticipated as the IDC business expands and the ISP business grows at a slower rate [5].

Group 1: Company Overview - The company is Beijing Guanghuan Xinnet Technology Co., Ltd., with stock code 300383 and abbreviation Guanghuan Xinnet [1] - The meeting took place on November 11, 2015, from 15:00 to 17:00 in the company's second-floor conference room [1][7] Group 2: Financial Performance - The company's gross profit margin has declined due to the expansion of IDC business and slower growth in ISP business, leading to a decrease in bandwidth reuse rate [2][3] - As of the end of Q3, the company’s existing data centers are nearing saturation, resulting in slow revenue growth [2] - The fixed costs of IDC business have significantly increased due to ongoing projects, further contributing to the decline in gross profit margin [2] Group 3: Business Strategy - The company focuses on expanding its IDC business primarily in first-tier cities, as these areas have better network environments and higher concentrations of internet-related enterprises [3] - The acquisition of Wushuang Technology aims to enhance the company's capabilities in internet marketing and big data services [5] - The company plans to maintain its current scale in ISP business due to intense competition and limited resources, with a primary focus on IDC business development [5] Group 4: Future Development - The company is currently constructing several projects, including the Shanghai Jiading Green Cloud Computing Base and the Yanjiao Guanghuan Cloud Valley Phase II project, with funding sourced from public offerings and self-financing [6] - Future customer segments will include e-commerce and financial users, with an increasing demand for cloud computing services [6] - The government’s demand for data centers is expected to grow as part of the national strategy for a strong network [7]

Group 1: Company Overview and Operations - The company has national IDC operation qualifications and can operate in multiple provinces and cities [1] - Prior to its IPO, the company completed the construction of several data centers using its own funds, including Dongzhimen and Yanjiao [2] - Post-IPO, the company has utilized raised funds to invest in the construction of additional data centers, including the second phase of Jiuxianqiao [2] Group 2: Future Development Plans - The company plans to complete projects in Shanghai, Yanjiao Phase II, and Fangshan Phase I with the new funds [2] - The company aims to enhance its cloud computing services and develop proprietary cloud computing products [2] - Future investments will focus on research and development of cluster-based data centers [2] Group 3: Market Strategy and Partnerships - The company intends to maintain its focus on first-tier cities and surrounding areas for future developments [3] - Collaboration with Shaanxi Broadcasting allows the company to leverage the unified broadcasting network in the province [3] - The company has acquired Zhongjin Cloud Network, expanding its user base to include financial clients [4] Group 4: Financial Performance and Challenges - The company's gross profit margin has been declining due to the rapid growth of IDC services and increased operational services with lower margins [4] - The traditional user base includes enterprise clients, e-commerce, and telecom operators, with cloud computing users expected to become the main user group in the future [4] - The company has been expanding its scale through acquisitions and restructuring since its IPO [4] Group 5: Infrastructure and Service Flexibility - The company has invested in multiple cloud computing bases and is advancing the construction of ongoing projects [4] - The construction of data centers is modular, allowing for reduced capital occupation and increased efficiency [4] - Future infrastructure will be designed for high flexibility to meet diverse customer needs [4]

证券代码：300383 证券简称：光环新网 北京光环新网科技股份有限公司投资者关系活动记录表 编号：2016-004 | --- | --- | --- | |----------------|-----------------------------------------|-----------------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 东北证券 汪洋 陈克俭 | | | 人员姓名 | 建信基金 刘博生 乐信资产 胡伟荣 曹晓鹏 | | | 时间 | 2016 年 6 月 20 | 日上午 10：00 至 12：00 | | 地点 | 公司东环办公区二层会议室 | | | 上市公司接待人 | 公司总裁 杨宇航 | | | 员姓名 | 证券事务代表 陈静 | | | 投资者关系活动 | 1 、对公司情况进行介绍 ...

证券代码： 证券简称： 编号：2016-001 北京光环新网科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------------|--------------------------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | | | 瑞华控股 陈浩 章礼英 盈峰资本 施维 孙建树 | | 参与单位名称及 | | 华泰证券 吴日晖 中国平安 张冰 | | 人员姓名 | 中信证券 杨泽原 田加强 张若海 | | | | 宝盈基金 段鹏程 曹松涛 肖肖 | | | 时间 | 2016 年 3 月 16 | 日下午 13：30 至 15： 00 | | 地点 | 公司四层会议室 | | | 上市公司接待人 | | 董事会秘书 高宏 总裁办法务秘书 ...

证券代码：300383 证券简称：光环新网 北京光环新网科技股份有限公司投资者关系活动记录表 编号：2016-006 | --- | --- | --- | |----------------|--------------------------|-----------------------------------------------| | | √ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ | 新闻发布会 □路演活动 | | 类别 | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | | | 中信证券 何信 华商基金 郭磊 银华基金 彭颖颖 | | 参与单位名称及 | | 国寿养老 李毅 申万宏源 贾金健 季雨 | | 人员姓名 | | 真语投资 程勇 星石投资 陈启腾 天泽资产 刘振亭 | | | | 拾贝投资 刘佳琪 泰达红利 吴华 中金公司 张义斌 | | 时间 | 2016 年 8 月 8 | 日下午 15：00 至 17： 00 | | 地点 | 公司朝北办公区三层会议室 | | | 上市公司接待人 ...

证券代码：300383 证券简称：光环新网 北京光环新网科技股份有限公司投资者关系活动记录表 编号：2016-009 | --- | --- | --- | |----------------|-------------------------------|----------------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | | | 禾其投资 王天 古槐资本 任嘉 杜延馨 | | | 广发基金 张继枫 易方达 刘健维 | | | 参与单位名称及 | | 中银国际 程燊彦 嘉实基金 陈华良 谢泽林 | | 人员姓名 | | 中金基金 江军 郭党钰 尚雅投资 舒均 | | | 瑞银证券 吴伟华 珺星基金 赵宇 | | | | 富唐资产 王凡 富恩德 吴彦霖 | | | 时间 | 2016 年 8 月 10 | 日下午 15：00 至 17： 0 ...