证券代码：300383 证券简称：光环新网 编号：2019-011 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 | | 中金公司 李诗雯 闫慧晨，凯丰投资 田明华， | | 人员姓名 | 彝川资本 侯纪宁 | 民生证券 杨妙姝，泰达宏利 孟杰，大成基金 吴希凯 | | 时间 | 2019 年 8 月 28 | 日 10:00-11:00 | | 地点 | 公司东环广场办公区会议室 | | | 上市公司接待人 员姓名 | 董事会秘书 高宏 | | | 投资者关系活动 主要内 ...

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：2019-019 | --- | --- | --- | --- | --- | |----------------|--------------------------|-----------------------------------------------|-------|-----------------------------------------------| | | | | | | | | √ | 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） | | | | | | Steven Shen, Managing Partner of OceanLink | | | | | | Huanzhen Chen, Analyst at OceanLink | | | | | | | | Andrew ...

证券代码：300383 证券简称：光环新网 编号：2019-007 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 | | HSBC Global Asset Management (UK) Ltd ： Nick Timberlake | | 人员姓名 | | | | 时间 | 2019 年 6 月 13 | 日 10:00-11:00 | | 地点 | 公司东环广场办公区会议室 | | | 上市公司接待人 | | | | 员姓名 | 董事会秘书 高宏 | | | 投资者关系活动 | | 董事会秘书高总向投 ...

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： | --- | --- | --- | |-----------------------|--------------------------|--------------------------------------------------| | | | | | | √ | 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） | | | | 汇丰集团调研团，包括以下机构： | | | BP 、 | Greenwoods、PICC AM、Somerset | | 参与单位名称及 | CM 、Kaiyuan Capital | 、 | | 人员姓名 | | Union- Investment、Victory Capital | | | Management 、 | | | | T Row Price | | | 时间 | 2019.5.10 1 ...

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：2019-004 | --- | --- | --- | --- | --- | |-----------------------|---------------------------------------------------|-------|-------|-------| | | | | | | | | √ 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 | Bank Of America Merrill Lynch | | ： | Paul | | 人员姓名 | Dewberry、Sriharsh Singh | | | | | 时间 | 2019 年 6 月 6 日 | | | | | 地点 | 公司东环广场办公区会议室 | | | | | 上市公司接待人 员 ...

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：2019-003 | --- | --- | --- | |----------------|--------------------------|--------------------------------------------------| | | √ | 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 | | 新思路投资：洪逸伦、蔡尚庆、冯昕、朱韫晗、魏莹、 | | 人员姓名 | 罗慧丽 | | | 时间 | 2019 年 6 月 5 | 日 9:30-10:30 | | 地点 | 公司东环广场办公区会议室 | | | 上市公司接待人 | | | | 员姓名 | 董事会秘书 高宏 | | | 投资者关系活动 | | 董事会秘书高总向投资者介绍公司情况： | | 主要内容介绍 | 公司成立于 1999 | 年 ...

证券代码：300383 证券简称：光环新网 编号：2019-005 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 | Global Investment | ：刘耕吾 | | 人员姓名 | 国盛证券：郑泽滨 华金证券：胡朗 | | | 时间 | 2019 年 6 月 11 | 日 9:30-11:00 | | 地点 | 公司东环广场办公区会议室 | | | 上市公司接待人 员姓名 | 董事会秘书 高宏 | | | 投资者关系活动 | Q: | 公司毛利率的变化趋势怎样？ | | ...

Group 1: Company Overview - The company operates approximately 23,000 cabinets across multiple data centers in Beijing, Yanjiao, and Shanghai, with good overall sales performance [3] - The Yanjiao Phase II data center is customized for Amazon, expected to reach full operational capacity as AWS business grows [3] - The company plans to release 6,000-7,000 cabinet capacities upon completion of the first phase of the data center in Fangshan [3][4] Group 2: Financial Insights - The company has purchased Amazon equipment worth 800 million, with payments structured to avoid negative cash flow impacts [5] - The sales price of cabinets remains stable compared to previous years [3] - The total scale of cabinets is projected to reach 45,000-50,000 after all ongoing projects are completed [5] Group 3: Business Strategy - The company emphasizes the importance of cloud computing as a key development direction, enhancing cooperation with Amazon [6] - The SaaS business of Wushuang Technology has gained significant market recognition and brand effect, complementing existing operations [6] - Future acquisitions of IDC facilities will be considered based on operational and development conditions [5][6] Group 4: Market Positioning - Users can choose between AWS services in Beijing or Ningxia, with pricing differences based on resource allocation [5] - The company aims to expand its business scope and achieve synergy with existing operations through strategic partnerships [6][7]

证券代码：300383 证券简称：光环新网 编号：2018-005 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 | 华融证券 彭竑 林悦兴 周文菁 | | | 人员姓名 | 杭州汉泽投资 谢哲华 | | | 时间 | 2018 年 6 月 8 日 | 10：00-11：30 | | 地点 | 公司东环广场办公区二层会议室 | | | 上市公司接待人 | 董事会秘书 高宏 | | | 员姓名 | 证券事务代表 陈静 | | | 投资者关系活动 | 1 、了解公司近期运营情况； | | | 主要内容介绍 | 2 | ...

Group 1: Financial Performance - The company's gross profit margin has decreased due to the weak profitability of the cloud computing business in its early expansion phase, but it is expected to improve as revenue increases [2] - The company reported approximately 23,000 operational cabinets across data centers in Beijing, Yanjiao, and Shanghai, with good overall sales performance [2] - The company anticipates that by the end of 2020, the scale of its data centers will reach between 45,000 and 50,000 cabinets [3] Group 2: Business Expansion and Strategy - The company has reserved expansion space in data centers located in Shanghai, Yanjiao, and Beijing, with future plans based on market conditions and user demand [3] - The company is considering expanding its IDC business through self-construction or acquisition, focusing on operational and development conditions of potential targets [4] - The company prefers self-built data centers over renting to avoid risks associated with rental price increases and lease expirations, ensuring lower costs and higher stability [5] Group 3: Partnerships and Clientele - The company collaborates with Amazon, allowing users to choose between AWS services in Beijing or Ningxia, with a price difference based on resource allocation [4] - The cloud computing business serves a diverse clientele, primarily in the financial and internet sectors, with some industrial clients [3] - The company has established a strong partnership with Amazon, with a two-year agreement that automatically renews, minimizing the risk of non-renewal [6] Group 4: Future Outlook - The company aims to continue supporting the development of its SaaS business, which has gained significant market recognition and brand effect [6] - Future goals include expanding business scale and increasing market share, striving to become an industry leader [6]