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：2016-005 | --- | --- | --- | |----------------|--------------------------|--------------------------------------------------| | | | | | | √ | 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） | | | | 国融证券 詹方旭 宏道投资 药建峰 腾业资本 韩旸 | | | | 中港融鑫 李枭立 东兴证券 阎贵成 | | | | 华泰证券 赵蓬 康志毅 招商证券 王京乐 | | | | 神农投资 刘奇 璟琦投资 顾晓非 信达证券 袁海宇 | | 参与单位名称及 | | 国海富兰克林基金 龚旻鹤 鑫润禾投资 黄文琰 刘焕然 | | 人员姓名 | | 中欧瑞博 任建军 华融证券 范贵龙 天泽资产 程欧 | | | ...

Group 1: Company Overview and Investor Relations - Beijing Guanghuan Xinnet Technology Co., Ltd. held an investor relations activity on August 9, 2016, from 15:00 to 17:00 [1] - The meeting was attended by various investment firms and analysts, including Guohai Securities and Harvest Fund [1] Group 2: Partnership with Amazon - The company clarified its collaboration with Amazon Web Services (AWS), stating it will operate and provide cloud services based on AWS technology within China [3] - The partnership allows the company to sign customer service agreements and charge clients according to these agreements [3] - The company emphasized that it will maintain a high level of service quality and customer satisfaction, leveraging AWS's established technology [7] Group 3: Business Development and Future Plans - The company plans to focus on IDC (Internet Data Center) and its value-added services as its main business, with cloud computing as a future growth direction [5] - Future data center planning will concentrate on high user density areas like Beijing and Shanghai, which are crucial for business development [4] - The company has expanded its scale through acquisitions and investments, establishing multiple cloud computing bases in locations such as Shanghai and Beijing [6] Group 4: Financial Considerations and Market Position - The company acknowledged the current losses in the AWS cloud service market but expressed confidence in the long-term benefits of the partnership [6] - It will adhere to the agreements regarding fees paid to Amazon for authorization and technical services [7] - The company aims to enhance its service offerings and market presence through the collaboration with AWS, which is recognized as a leading provider in the global cloud computing sector [7]

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：2016-010 | --- | --- | --- | |----------------|---------------------------|--------------------------------------------------| | | | | | | √ | 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 | | 中银国际 吴友文 建信保险 韩笑 | | 人员姓名 | | 中金公司 卢婷 白永章 张向光 宝盈基金 张仲维 | | 时间 | 2016 年 8 月 16 | 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 | 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、对公司与亚 ...

证券代码：300383 证券简称：光环新网 编号：2016-011 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） | | 参与单位名称及 | | 长城证券 赵悦媛 广证恒生 刘炳红 中融国际 谭亲官 珺星基金 赵宁 六禾投资 代文超 大朴资产 唐俊杰 | | 人员姓名 | 朴素资本 刘宇琪 | | | 时间 | 2016 年 8 月 26 | 日上午 10：00 至 12：00 | | 地点 | 公司朝北办公区三层会议室 | | | 上市公 ...

Group 1: Company Overview and Collaboration - Beijing Guanghuan Xinnet Technology Co., Ltd. has been providing top-quality IT service platforms globally since 2006 through cloud services [1] - The company collaborates with AWS, a leading global cloud computing provider, to enhance its cloud service offerings [4] Group 2: Market Strategy and Development - The primary development areas for the company's IDC business are concentrated in Beijing and Shanghai, where user density is high [2] - Future plans include establishing new data centers based on business needs and market demand [2] Group 3: Financial Considerations - The company acknowledges that AWS cloud services are currently operating at a loss in the domestic market [3] - The company will adhere to the agreements regarding payments to Amazon for licensing and technical services [4] Group 4: Future Business Directions - The company aims to solidify its core business while expanding into cloud computing and SaaS services [4] - Ongoing projects in Shanghai, Yanjiao, and Fangshan are being constructed using a modular approach to enhance flexibility and service customization [5]

Group 1: Investor Relations Activities - The investor relations activity involved a specific research group from JPMorgan and other financial institutions [2] - The meeting took place on November 1, 2016, from 11:20 to 12:00 [3] - The company president, Yang Yuhang, and the securities representative, Chen Jing, hosted the meeting [3] Group 2: Financial Performance and Cloud Services - The company discussed its third-quarter report, highlighting revenue from cloud computing and services, including contributions from subsidiaries [3] - The cloud computing revenue is derived from various sources, including AWS services and the company's own cloud services [4] - The company aims to provide clearer insights into its revenue structure by differentiating between cloud computing and traditional IDC business [3] Group 3: Market Position and Future Plans - The company has established a joint venture, Guanghuan Youyun, to develop cloud services tailored for the Chinese market using AWS technology [4] - The domestic internet industry is expected to maintain rapid growth, with cloud computing serving as a key driver for future development [4] - The company anticipates significant market share growth for its AWS-based cloud services products [4] Group 4: Data Center Operations - The company currently operates over 18,000 cabinets across various data centers in Beijing and surrounding areas [5] - Future expansion plans aim to increase total cabinet capacity to between 40,000 and 50,000 as new projects are completed [5] - The company has registered a new entity in Ningxia to enhance its cloud computing infrastructure and service offerings nationwide [6]

Group 1: Company Overview - The company initially focused on broadband access and IDC services, but has shifted its main business to cloud computing, IDC, and related value-added services [2] - Currently, the company operates approximately 18,000 cabinets, with plans to expand to a total of 45,000-50,000 cabinets upon completion of ongoing projects [2] Group 2: Cloud Computing Business - In 2016, cloud computing revenue accounted for over 50% of the company's total revenue, with expectations for continued growth in 2017 [2] - The cloud computing revenue includes income from AWS services, SAAS revenue, and self-developed cloud computing services [3] Group 3: Partnership with AWS - The company is the sole operator of AWS cloud services in China, authorized to provide services based on AWS technology in the Beijing area [3] - Future profits from AWS will be shared based on a cost-sharing agreement, which includes operational, technical support, and personnel costs [3] Group 4: IDC Business Outlook - The IDC market in China is not yet saturated and is currently undergoing consolidation, with smaller, less efficient data centers being phased out [5] - The company believes that IDC services are essential for cloud computing operations, as they provide the necessary IT infrastructure [4] Group 5: Sustainability and Profitability - The company aims to maintain high profit margins and sustainable growth by adjusting operational methods based on user demand and controlling costs [5] - New construction projects incorporate gas power generation to reduce electricity costs and lower PUE values, contributing to energy savings [5]

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：2016-014 | --- | --- | --- | |----------------|--------------------------|-------------------------------------------------| | | | | | | √ | 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） | | | | 华夏基金 李沐曦 嘉实基金 谢鹏宇 建元天华 杨越越 | | | | 银河证券资管 李泉 国泰基金 李茉然 润晖投资 刘京 | | | | 博道投资 姚铁睿 银华基金 王翔、杜宇 | | 参与单位名称及 | | 安邦资管 张欣露 尚雅资产 舒均 中信资管 李品科 | | 人员姓名 | | 浙银资本 陈聪 嘉实基金 霍琳琳 宏道投资 吴婧 | | | | 前海人寿 陈志新 财富证券自营 印磊 | | | ...

Group 1: Company Operations and Projects - The construction of various data centers is progressing as planned, with the Yanjiao Phase II project expected to be operational by January 2017 [2] - The Fangshan Phase I project has completed structural work and will proceed with internal construction, with production scheduled based on user demand [2] - The Shanghai Jiading cloud computing base is anticipated to be fully operational by mid-2017, with some modules already in use [2] Group 2: Partnership with Amazon - The new collaboration with Amazon is expected to significantly enhance the company's cloud computing capabilities and improve its market position and brand image [2] - The partnership will positively impact the company's revenue and operating profit, with plans to establish a dedicated cloud service operation and sales department [3] - The company is currently the sole operator of AWS cloud services in China, with a stable partnership with AWS that is expected to expand further [3] Group 3: Business Development and Growth - The company completed acquisitions of Zhongjin Cloud Network and Wushuang Technology in 2016, with ongoing fundraising efforts for various projects [4] - Future projects, including those in Shanghai, Fangshan, and Yanjiao, are expected to increase the total cabinet scale to between 40,000 and 50,000 units, ensuring sustainable business development [4] - The company plans to adjust its operational methods based on user demand and maintain cost control to ensure high profit margins [4] Group 4: Cloud Service Operations - The company will operate AWS-based cloud services in China, leveraging its infrastructure in Beijing and surrounding areas [5] - The company will pay Amazon for technical services and support as part of the collaboration agreement [5]

Group 1: Business Overview - The company's main business includes IDC services and cloud computing, with cloud computing revenue exceeding 70% [2] - IDC business contributes significantly to profits, maintaining a gross margin of around 50% [2] - The company has initiated multiple new data center projects across the country in recent years [2] Group 2: Financial and Asset Management - The company has submitted application documents for a non-public offering to the CSRC and is currently awaiting approval [1] - The company has signed an agreement to purchase assets from AWS worth up to 2 billion yuan, with 846 million yuan already spent on cloud service assets [2] Group 3: Service Agreements and Clientele - Fixed contracts stipulate a base usage amount, while open contracts determine service fees based on unit price and actual usage [2] - The primary audience for AWS services includes multinational companies and enterprises with high cloud computing requirements, particularly in e-commerce and internet technology [3] Group 4: Future Development and Market Strategy - The company plans to expand its IDC layout in the Beijing-Tianjin-Hebei and Yangtze River Delta regions, with a new project in Changsha to fill resource gaps in inland areas [4] - The company anticipates resource reserves to reach 100,000 units in the next three to five years, with expected sales of approximately 15,000 cabinets from ongoing projects [4]