证券代码：300383 证券简称：光环新网 公告编号：2025-003 1 1.基本情况 信息披露义务人 舟山百汇达创业投资合伙企业（有限合伙） 住所 中国（浙江）自由贸易试验区舟山市定海区北蝉乡（综保 区）舟山港综合保税区企业服务中心 301-5980 室 权益变动时间 2025 年 3 月 21 日 股票简称 光环新网 股票代码 300383 变动类型 （可多 选） 增加□ 减少☑ 一致行动人 有☑ 无□ 是否为第一大股东或实际控制人 是☑ 否□ 2.本次权益变动情况 股份种类（A 股、B 股 等） 减持股数（股） 减持比例（%） A 股 9,527,150 0.53 合 计 9,527,150 0.53 本次权益变动方式（可多 选） 通过证券交易所的集中交易 ☑ 协议转让 □ 通过证券交易所的大宗交易 ☑ 间接方式转让 □ 国有股行政划转或变更 □ 执行法院裁定 □ 取得上市公司发行的新股 □ 继承 □ 赠与 □ 表决权让渡 □ 其他 □（请注明） 3. 本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 股份性质 本次变动前持有股份 本次变动后持有股份 股数(股) 占总股本比 例(%) 股数 ...

本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 北京光环新网科技股份有限公司 关于公司股价异动的公告 一、公司股票交易异常波动的情况介绍 北京光环新网科技股份有限公司(以下简称"公司")（证券代码：300383， 证券简称：光环新网）股票价格连续 3 个交易日（2025 年 2 月 21 日、2 月 24 日、 2 月 25 日）收盘价格涨幅偏离值累计达到 31.4%（超过 30％），根据深圳证券交 易所相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票异常波动情况，公司董事会通过电话及现场询问等方式，对公 司控股股东、实际控制人、公司全体董事、监事及高级管理人员就相关问题进行 了核实，现就相关情况说明如下： 证券代码：300383 证券简称：光环新网 公告编号：2025-002 1 的行为。 6、公司不存在违反信息公平披露的情形。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所创业板股票 上市规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、 意向、协议等；董事 ...

Group 1 - The core viewpoint of the article is that Guanghuan Xinnet (300383) is expanding its data center capacity significantly, with a current plan for nearly 200,000 cabinets [1] - As of the end of 2024, the company has approximately 56,000 cabinets in operation, which is expected to grow to about 59,000 by the end of January 2025 [1]

证券代码：300383 证券简称：光环新网 | |  特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | | 东方证券 浦俊懿、宋鑫宇、 | | 参与单位名称及 | 嘉实基金 李涛 | | 人员姓名 | 国泰基金 韩知昂 | | | 建信基金 刘志威 | | 时间 | 2025 年 2 月 20 日 15:00-16:30 | | 地点 | 公司东环广场办公区会议室 | | 上市公司接待人 | 董事会秘书 高宏 | | 员姓名 | | | | 1、公司业务结构中，IDC 和云计算收入占整体收入的比 | | | 例分别是多少？从业绩贡献角度又如何？ | | 投资者关系活动 | 答：IDC 业务收入占整体收入的比例约为 30%-40%；云计 | | 主要内容介绍 | 算业务收入占整体收入的比例超过 60%。从业绩贡献角度 | | | 来看，IDC 业务贡献的业绩约为 60%-70%，云计算业务的 | | | 业绩贡献情况与收入占比刚 ...

证券代码：300383 证券简称：光环新网 公告编号：2025-001 北京光环新网科技股份有限公司 关于控股股东减持股份预披露公告 本公司控股股东舟山百汇达创业投资合伙企业（有限合伙）保证 向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 北京光环新网科技股份有限公司（以下简称"公司"）控股股东舟山百汇达 创业投资合伙企业（有限合伙）（以下简称"百汇达"）持有本公司股份 462,821,994 股，占本公司总股本比例 25.75%，计划在 2025 年 3 月 10 日至 2025 年6月9日减持本公司股份不超过53,927,700股，占公司总股本比例不超过3%， 其中以集中竞价方式减持本公司股份不超过 17,975,900 股，占公司总股本比例 不超过 1%；以大宗交易方式减持本公司股份不超过 35,951,800 股，占公司总股 本比例不超过 2%。 公司于近日收到控股股东百汇达的《股份减持计划告知函》，现将具体情况 公告如下： 一、 股东的基本信息 1、股东名称：舟山百汇达创业投资合伙企业（有限合伙） 2、持股情况：百汇达持有本公司股份 462,821,994 股，占本公 ...

Group 1: Project Delivery and Revenue Expectations - The Tianjin Baodi project is expected to start delivery in the first half of 2025, following the completion of pre-sale work in 2024 [1][2] - The revenue from post-production projects will increase, positively impacting the company's performance as the onboarding rate improves [2] Group 2: Market Demand and Competition - The market is experiencing significant pressure due to an increase in IDC supply and economic slowdown, leading to a competitive environment [2][3] - The company faces challenges with large orders having long onboarding cycles, which affects short-term profitability [3][6] Group 3: Data Center Business Overview - The company has over 56,000 cabinets in operation as of the end of 2024, primarily located in Beijing, Yanjiao, and Shanghai [3] - Ongoing projects include Tianjin Baodi and Shanghai Jiading Phase II, with additional projects in Hangzhou and Changsha under construction [3][4] Group 4: Customer Base and Order Acquisition - Major clients include large internet companies and cloud vendors, with orders typically acquired through bidding processes [5][6] - Increased competition has led to higher bargaining power for clients, impacting order acquisition and pricing strategies [6] Group 5: Strategic Responses to Competition - The company is shifting towards lower-cost regions, such as Inner Mongolia, to leverage local advantages in electricity pricing and resources [7] - A customer demand-oriented approach is being adopted to avoid blind expansion [7] Group 6: Computing Power Business - The company has developed computing power services in its Beijing and Tianjin data centers, achieving a scale of 3000p [8][9] - The focus is on high-performance computing applications, with adjustments made based on customer needs [8] Group 7: Financial Overview - The company has secured credit facilities exceeding 14 billion, managing its debt and financial expenses within reasonable limits [11] - The operational costs of data centers are primarily driven by electricity (approximately 50% of costs), with revenue affected by client onboarding rates and pricing trends [10] Group 8: Cloud Computing and International Projects - The cloud computing business contributes 60%-70% to total revenue, facing challenges due to market competition and policy adjustments [12] - The company has initiated a project in Malaysia, with approvals obtained and careful consideration of investment risks due to local market conditions [12]

Investment Rating - The report maintains a "Recommended" rating for the company [3][29]. Core Insights - The company has secured large-scale AIDC orders, with its primary client being ByteDance, accounting for 64.19% of its annual sales revenue [1][9]. - The company is positioned as a core supplier in the AIDC market, benefiting from significant investments by ByteDance, which plans to spend 800 billion RMB in 2024 and 1.6 trillion RMB in 2025, focusing on AI computing power and data center infrastructure [2][12]. - The company is expanding its internet data center (IDC) operations across multiple regions in China, with a projected operational scale of over 110,000 cabinets upon full production [3][19]. Summary by Sections 1. Large-Scale AIDC Orders - The company has received substantial AIDC orders, with ByteDance being a major client [1][9]. - ByteDance's investment in computing centers has exceeded 18 billion RMB, with projects in various provinces [10][11]. 2. Focus on AI and AIDC - ByteDance's capital expenditure is heavily focused on AI, with a significant portion allocated to AIDC, which emphasizes operational capabilities [2][12]. - The transition from traditional IDC to AIDC is driven by the increasing demand for high-density computing and advanced cooling technologies [14][16]. 3. Competitive Advantage in AI Era - The company has a strong operational capability, with a national strategic layout that enhances its competitive edge in the AI era [3][19]. - The company is expected to see revenue growth from 9.12 billion RMB in 2024 to 12.87 billion RMB in 2026, with net profit projected to grow from 608 million RMB to 920 million RMB in the same period [4][29]. 4. Cloud Computing Business - The cloud computing market in China is rapidly expanding, with a projected market size of over 1 trillion RMB by 2025 [24][25]. - The company leverages its partnership with Amazon Web Services to enhance its cloud computing capabilities and service offerings [26][27].

Investment Rating - The report gives an "Accumulate" rating for the company, marking its first coverage [4]. Core Views - The company benefits from advantages in IDC resources, with rapid growth in computing power leasing business driven by both IDC and cloud computing [1][10]. - The IDC market in China is projected to grow significantly, with a market size of 507.83 billion yuan in 2023, reflecting a year-on-year increase of 25.6% [18][22]. - The demand for AI computing power is expected to grow at a compound annual growth rate of 33.9% until 2027, indicating a substantial gap in supply [19]. Summary by Sections 1. IDC and Cloud Computing Dual-Drive - The company, established in 1999, focuses on internet data center services and cloud computing, with significant revenue growth following acquisitions in 2015-2016 [1][10]. - As of the first half of 2024, IDC and value-added services accounted for 62% of total gross profit, while cloud computing services contributed 36% [15]. 2. IDC Business: High Growth in AIDC Demand - The traditional IDC market is experiencing a slowdown, while AIDC demand is rapidly increasing due to advancements in AI technology [17][19]. - The company has established a strong market presence in key regions, with 52,000 cabinets in operation and plans to expand to over 110,000 cabinets [2][31]. 3. Cloud Computing: Steady Development of AWS Business - The company has been operating Amazon Web Services (AWS) in Beijing for nearly eight years, launching around 500 new features and services [3][41]. - AWS holds an 8.1% market share in China's IaaS market as of the first half of 2023 [41]. 4. Profit Forecast and Investment Recommendations - The company is expected to achieve net profits of 473.32 million yuan, 653.16 million yuan, and 836.51 million yuan from 2024 to 2026, with respective year-on-year growth rates of 22%, 38%, and 28% [48]. - The projected P/E ratios for 2024-2026 are 53x, 38x, and 30x, indicating a valuation in line with industry averages [48][49].

证券时报e公司讯，企查查APP显示，近日，光环新网（呼和浩特）信息服务有限公司成立，法定代表 人为耿岩，注册资本5000万元，经营范围包含：互联网信息服务；基础电信业务；第一类增值电信业 务；第二类增值电信业务等。 企查查股权穿透显示，该公司由光环新网全资持股。 ...

消息面上，上海印发《上海市发展医学人工智能工作方案（2025—2027年）》的通知。 财联社12月25日电，光环新网涨近10%，中兴通讯、曙光数创、宝信软件、润泽股份、亚康股份、真视 通、高新发展、中科曙光、锐捷网络等跟涨。 其中提出，加快核心算法技术研发，依托人工智能公共算力平台，促进多方算力互联互通，强化智能算 力集群建设。 ...