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 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 ...

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 ...