证券日报网讯 1月28日，首都在线在互动平台回答投资者提问时表示，公司与燧原科技联合打造了燧原 曜图文生图MaaS平台服务产品。该产品以燧原科技邃思®系列芯片为算力支撑、公司提供计算服务， 是面向企业级文生图服务产品，具备开箱即用、所见即所得的文本生成图像能力，通过软硬一体方案降 低客户应用难度与算力成本。此外，双方还基于各自技术优势联合攻关大模型MaaS领域，为开发者提 供便捷经济的大模型API调用解决方案，并共同发起MaaS产业联盟。 （文章来源：证券日报） ...

智通财经APP讯，首都在线(300846.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 1.6亿元至1.75亿元;扣除非经常性损益后的净亏损1.82亿元至1.97亿元。 ...

首都在线（300846）(300846.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损1.6亿 元至1.75亿元;扣除非经常性损益后的净亏损1.82亿元至1.97亿元。 ...

证券代码：300846 证券简称：首都在线 公告编号：2026-004 北京首都在线科技股份有限公司 关于2025年度计提资产减值准备的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 为真实、客观地反映北京首都在线科技股份有限公司（以下简称"公司"或"首都 在线"）的财务状况及资产价值，公司根据《企业会计准则》《深圳证券交易所创业板 股票上市规则》等相关规定，对截至 2025 年 12 月 31 日公司合并财务报表范围内相关 资产计提减值准备。 根据《深圳证券交易所创业板股票上市规则》等相关法律法规的规定，本次计提资 产减值无需提交公司董事会或股东会审议，具体情况如下： （二）计提资产减值准备的资产范围和金额 2025 年 1-12 月，公司计提固定资产减值准备 2,000 万元。 二、计提资产减值准备的确认标准及计提方法 本公司于资产负债表日判断资产是否存在可能发生减值的迹象，存在减值迹象的， 本公司将估计其可收回金额，进行减值测试。可收回金额根据资产的公允价值减去处置 费用后的净额与资产预计未来现金流量的现值两者之间较高者确定。 一、计提资产减值准备情况 ...

Core Viewpoint - The company, Capital Online (300846.SZ), expects a significant decline in net profit for 2025, projecting a loss of between 175 million to 160 million yuan, with adjusted net profit (excluding non-recurring gains and losses) estimated at a loss of 197 million to 182 million yuan, and operating revenue expected to be between 1.2 billion to 1.3 billion yuan [1] Group 1: Financial Projections - The company anticipates a year-on-year decline in operating revenue for 2025 due to factors such as the slowdown in the domestic internet market and adjustments in operator policies, which are putting pressure on the traditional IDC industry [1] - The projected operating revenue for 2025 is between 1.2 billion to 1.3 billion yuan [1] Group 2: Strategic Adjustments - The company is undergoing a strategic adjustment in its IDC business, focusing on the construction of high-power intelligent computing centers while reducing low-margin traditional IDC operations to enhance overall operational quality [1] - The revenue from the IDC business is expected to decline as a result of this strategic shift [1] Group 3: Growth in Intelligent Computing - The company is focusing on its "intelligent computing transformation" strategy, which has shown significant results, with revenue from intelligent cloud-related businesses experiencing rapid growth compared to the previous year [1] - Although the intelligent cloud business is expected to become a core driver of revenue growth, its current scale has not yet fully offset the impact of the structural adjustments in the business, leading to an overall decline in operating revenue [1]

每经AI快讯，1月28日，首都在线（300846）(300846.SZ)公告称，预计2025年归属于上市公司股东的净 利润为-17,500万元至-16,000万元，上年同期为-30,314.40万元，亏损同比收窄42.27%~47.22%。报告期 内，公司优化产品及业务结构，缩减低毛利IDC业务，智算云收入快速增长；加强成本费用管控，提升 经营效率，资产质量改善，减值损失减少，整体亏损缩窄。 ...

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。 证券代码：300846 证券简称：首都在线 公告编号：2026-003 北京首都在线科技股份有限公司 2025 年度业绩预告 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 单位：万元人民币 | 项 目 | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 利润总额（如适 | | -15,500 | ～ | -14,000 | -28,785.11 | | 用） | 比上年同期增长 | 46.15% | ～ | 51.36% | | | 归属于上市公司股 | | -17,500 | ～ | -16,000 | -30,314.40 | | 东的净利润 | 比上年同期增长 | 42.27% | ～ | 47.22% | | | 扣除非经常性损益 | | -19,700 | ～ | -18,200 | -29,591.21 | | 后的净利润 | 比上年 ...

Market Overview - On January 28, the cloud computing sector experienced a significant surge, with Meili Cloud hitting the daily limit, and companies like Wangsu Science and Technology and Oulutong rising over 10% [1] - Meili Cloud's stock price reached 14.28, reflecting a 10.02% increase, while Wangsu Science and Technology saw a price of 16.04, up by 18.46% [2] Price Increases by Major Cloud Providers - Google Cloud announced on January 27 that it will increase global data transfer service prices starting May 2026, with North American rates expected to double from current levels [3] - Amazon Web Services raised its EC2 machine learning capacity block prices by approximately 15%, with the p5e.48xlarge instance's hourly cost increasing from $34.61 to $39.80 [3] Institutional Insights - The recent price hikes confirm the high demand for AI computing power globally, indicating a growing scarcity of resources in the AI cloud industry [4] - The price increases mark a departure from the long-standing trend of declining cloud service prices, suggesting that once a price increase is successfully implemented without significant customer loss, further increases may follow more easily [4] - The global cloud computing market is projected to reach $692.9 billion in 2024, with a year-on-year growth of 20.3%, driven by the demand for IaaS due to AI model training [4] - The emergence of Clawdbot signifies a shift in AI product forms from "scene-level assistants" to "system-level agent platforms," enhancing overall efficiency in various business operations [4]

Group 1 - Naxing Co., Ltd. reached the daily limit increase, while Wangsu Technology surged by 16%, Oulutong rose by 13%, and Capital Online increased by nearly 8% [2] - Other companies such as Yunsai Zhili, Guanghuan Xinwang, and Qingyun Technology also experienced gains [2] Group 2 - The stock prices and percentage changes for several companies are as follows: - Wangsu Technology: 15.81, up 16.77% - Oulutong: 258.59, up 13.45% - Meili Cloud: 14.28, up 10.02% - Naxing Co., Ltd.: 22.72, up 10.02% - Capital Online: 29.02, up 7.92% - Yunsai Zhili: 23.21, up 4.69% - Guanghuan Xinwang: 15.78, up 4.09% - Qingyun Technology: 85.30, up 4.06% [3] Group 3 - Google announced a price adjustment for data transmission methods such as CDN Interconnect, Direct Peering, and Carrier Peering, effective May 1, 2026, with prices in North America doubling [2]

28日早盘，算力方面继续领涨，创业板人工智能再涨逾1%冲击前高！IDC数据中心概念股冲锋，网宿科技再度封板，3天斩获2个20CM涨停， 首都在线大涨超12%！CPO光模块同样拉升，太辰光、金信诺等多股涨超5%。热门ETF方面，同类规模最大、流动性突出的创业板人工智能 ETF（159363）场内上扬逾1%冲击前高！ | 多日 1分 5分 15分 30分 7 | F9 盘前盘后 查加 九转 画线 工具 © 2 | 创业板人工智能ETF华宝 | 159363 | 159363[创业板人工智能ETF华宝] 10:35 价 1.128 涨跌 0.011(0.98%) 均价 1.135 成 ... | 1.1 | +0.011 +0.98% | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 通 融 / @ + | SZSE CNY 10:35:57 交易中 | A Mar ...