Core Viewpoint - Aofei Data has decided to terminate its plan for a private placement of A-shares originally intended to raise 1.695 billion yuan, citing business development and strategic planning considerations [1][2]. Group 1: Termination of Private Placement - The private placement was intended to fund the "New Generation Cloud Computing and Artificial Intelligence Industrial Park" project, which aimed to enhance the company's IDC infrastructure in North China [2]. - The termination of the private placement was officially confirmed by the Shenzhen Stock Exchange on January 27 [1]. - Aofei Data stated that the decision would not significantly impact its operations or harm the interests of shareholders, particularly minority shareholders [2]. Group 2: Management Changes - Aofei Data's former General Manager, Huang Zhanpeng, resigned from his positions due to personal family reasons and held 124,100 shares, representing 0.01% of the total share capital [1]. Group 3: Financial Performance - Despite the termination of the private placement, Aofei Data reported strong financial performance for the first three quarters of 2025, with revenue reaching 1.824 billion yuan, a year-on-year increase of 15.33% [5]. - The net profit attributable to shareholders was 145 million yuan, up 37.29%, and EBITDA was 827 million yuan, reflecting a 38.77% increase [5]. - The company's IDC services generated approximately 1.387 billion yuan in revenue, a 42.22% increase, driven by improved data center deployment rates and energy management [5]. Group 4: Capital Structure and Financing - Since its listing in 2018, Aofei Data has raised a total of 2.637 billion yuan through direct financing, with cash dividends amounting to only 113 million yuan [5]. - The company's asset-liability ratio was reported at 75.83% as of the end of the third quarter of 2025, indicating a high level of financial leverage [5].

Core Viewpoint - Aofei Data (300738) has decided to terminate its plan to issue A-shares to specific investors for the year 2025, which was originally intended to raise 1.695 billion yuan [1][2] Group 1: Termination of Fundraising - The termination of the fundraising plan was based on the company's actual business development, future strategic planning, and project progress after careful consideration and communication with relevant parties [2] - The company emphasized that this decision will not have a significant impact on its business operations or harm the interests of shareholders, especially minority shareholders [2] Group 2: Management Changes - On the same day, Aofei Data announced the resignation of its former general manager, Huang Zhanpeng, due to personal family reasons, and he will no longer hold any position in the company [1] Group 3: Financial Performance - Despite the termination of the fundraising, Aofei Data reported strong financial performance for the first three quarters of 2025, with revenue reaching 1.824 billion yuan, a year-on-year increase of 15.33%, and a net profit attributable to shareholders of 145 million yuan, up 37.29% [4] - The company's EBITDA was 827 million yuan, reflecting a 38.77% increase, and the gross profit margin improved significantly by 5.29 percentage points to 34.99% compared to the same period in 2024 [4] Group 4: IDC Business Growth - The IDC services, as the core revenue source, generated approximately 1.387 billion yuan, a year-on-year increase of 42.22%, mainly benefiting from improved data center deployment rates and energy management optimization [5] - As of the end of September 2025, the total number of operational cabinets exceeded 57,000, representing a 33% increase compared to the end of 2024 [5] Group 5: Financial Structure - Aofei Data has raised a total of 2.637 billion yuan through direct financing since its listing eight years ago, with cumulative cash dividends amounting to only 113 million yuan [4] - The company's asset-liability ratio was high at 75.83% as of the end of the third quarter of 2025, leading to an increase in financial expenses [6]

Core Viewpoint - Aofei Data has shown significant stock price growth and financial performance improvements, indicating a positive outlook for the company in the internet data center and comprehensive internet services sector. Group 1: Stock Performance - On January 28, Aofei Data's stock rose by 2.50%, reaching 24.18 CNY per share, with a trading volume of 782 million CNY and a turnover rate of 3.33%, resulting in a total market capitalization of 23.822 billion CNY [1] - Year-to-date, Aofei Data's stock price has increased by 30.77%, with a 14.27% rise over the last five trading days, 30.42% over the last 20 days, and 19.53% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Aofei Data achieved a revenue of 1.824 billion CNY, representing a year-on-year growth of 15.33%, and a net profit attributable to shareholders of 145 million CNY, which is a 37.29% increase compared to the previous year [2] - Since its A-share listing, Aofei Data has distributed a total of 113 million CNY in dividends, with 52.934 million CNY distributed over the past three years [3] Group 3: Shareholder Structure - As of September 30, 2025, Aofei Data had 113,600 shareholders, an increase of 9.06% from the previous period, with an average of 8,667 circulating shares per shareholder, down by 8.31% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 12.9293 million shares, a decrease of 777,700 shares from the previous period [3]

Group 1 - Three-dimensional Communication, Kaichun Co., Ltd., and Jiuqi Software reached the daily limit increase in stock prices, indicating strong market interest [1] - Worth Buying, BlueFocus Communication Group, Aofei Data, Hengyi Petrochemical, and Lude Medical also experienced stock price increases, suggesting a broader positive trend in the market [1]

Core Viewpoint - The company has decided to terminate its plan to issue A-shares to specific investors for the fiscal year 2025 and has submitted a withdrawal application to the Shenzhen Stock Exchange [1] Group 1 - The board meeting is scheduled for January 22, 2026, to review and approve the termination of the A-share issuance plan [1] - The company has submitted a withdrawal application to the Shenzhen Stock Exchange following the board's decision [1] - On January 27, 2026, the company received a decision from the Shenzhen Stock Exchange to terminate the review of its application for the A-share issuance [1] Group 2 - The company stated that the termination of this issuance will not have a significant impact on its business operations [1] - The company emphasized that this decision will not harm the interests of the company and its shareholders, particularly minority shareholders [1]

| 证券代码：300738 | 证券简称：奥飞数据 | 公告编号：2026-007 | | --- | --- | --- | | 债券代码：123131 | 债券简称：奥飞转债 | | 2026 年 1 月 27 日，公司收到深交所出具的《关于终止对广东奥飞数据科技 股份有限公司申请向特定对象发行股票审核的决定》（深证上审﹝2026﹞20 号）， 深交所根据《深圳证券交易所上市公司证券发行上市审核规则（2025 年修订）》 第二十条、《深圳证券交易所股票发行上市审核规则（2024 年修订）》第六十 二条的有关规定，决定终止对公司申请向特定对象发行股票的审核。 公司终止本次向特定对象发行股票事项不会对公司经营活动产生重大影响， 不会损害公司及股东、特别是中小股东的利益。 特此公告。 广东奥飞数据科技股份有限公司 广东奥飞数据科技股份有限公司 关于深圳证券交易所同意公司撤回向特定对象发行 A 股股 票申请文件的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 广东奥飞数据科技股份有限公司（以下简称"公司"）于 2026 年 1 月 22 日召 开第四届董事会 ...

Market Overview - The communication services sector declined by 0.54% on January 27, with the stock "二六三" leading the decline [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - "三维通信" saw a significant increase of 10.00%, closing at 15.73, with a trading volume of 1.1458 million shares [1] - "世纪恒通" and "奧飞致居" also experienced gains of 6.05% and 4.61%, respectively, with closing prices of 40.82 and 23.59 [1] - Conversely, "二六三" dropped by 4.97%, closing at 6.50, with a trading volume of 1.774 million shares [2] Capital Flow - The communication services sector experienced a net inflow of 115 million yuan from institutional investors, while retail investors saw a net outflow of 229 million yuan [2] - "三维通信" attracted the highest net inflow from institutional investors at 704 million yuan, representing 39.33% of its trading volume [3] - "世纪恒通" and "润建股份" also had notable net inflows of 57.24 million yuan and 53.37 million yuan, respectively [3]

证券日报网讯1月26日，奥飞数据（300738）在互动平台回答投资者提问时表示，公司IDC业务深耕粤 港澳大湾区、京津冀等核心区域，已在关键区域内布局并运营多座自建自营数据中心，拥有长期积累的 成熟业务经验与稳定服务能力。公司将持续聚焦IDC主业，以优质的基础设施与高效服务，进一步提升 在华南区域的市场竞争力与品牌影响力。 ...

（文章来源：证券日报） 证券日报网讯 1月26日，奥飞数据在互动平台回答投资者提问时表示，公司业务暂未涉及商业航天和卫 星导航行业领域，也未持有蓝箭航天股份。 ...

证券日报网讯1月26日，奥飞数据（300738）在互动平台回答投资者提问时表示，公司定制化数据中心 会根据客户业务需要提供相匹配的各项数据中心系统，以满足客户开展智算业务的需求。 ...