每经AI快讯，奥飞数据1月22日晚间发布公告称，广东奥飞数据科技股份有限公司于2026年1月22日召 开第四届董事会第二十九次会议，审议通过了《关于终止2025年度向特定对象发行A股股票事项并撤回 申请文件的议案》，公司董事会同意关于终止2025年度向特定对象发行A股股票事项并撤回申请文件。 根据公司2024年年度股东会的授权，本事项无需提交股东会审议。 （记者 张明双） 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ ...

奥飞数据公告，公司于2026年1月22日召开第四届董事会第二十九次会议，审议通过了《关于终止2025 年度向特定对象发行A股股票事项并撤回申请文件的议案》。公司董事会决定终止2025年度向特定对象 发行A股股票事项并撤回相关申请文件。此举是基于公司自身业务发展实际情况及未来战略规划，综合 考虑本次募集资金投资项目进度，并经相关各方充分沟通和审慎分析论证后作出的判断。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。 ...

关于终止 2025 年度向特定对象发行 A 股股票事项 并撤回申请文件的公告 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。 | 证券代码：300738 | 证券简称：奥飞数据 | 公告编号：2026-005 | | --- | --- | --- | | 债券代码：123131 | 债券简称：奥飞转债 | | 广东奥飞数据科技股份有限公司 一、本次向特定对象发行股票事项的基本情况 2025 年 3 月 6 日，公司召开第四届董事会第十六次会议和第四届监事会第 十四次会议，审议通过了《关于 2025 年度向特定对象发行 A 股股票方案的议案》 等相关议案。2025 年 4 月 28 日，公司召开第四届董事会第二十次会议和第四届 监事会第十七次会议，审议通过了《关于调整 2025 年度向特定对象发行 A 股股 票方案的议案》等相关议案。2025 年 5 月 12 日，公司召开 2024 年年度股东会， 审议通过了《关于调整 2025 年度向特定对象发行 A 股股票方案的议案》等相关 议案，并授权董事会或董事会授权人士办理本次向特定对象发行 A 股股票相关 事宜。 ...

| 证券代码：300738 | 证券简称：奥飞数据 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：123131 | 债券简称：奥飞转债 | | 广东奥飞数据科技股份有限公司 关于董事、总经理辞任的公告 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。 黄展鹏先生在任职期间恪尽职守、勤勉尽责，公司及董事会对黄展鹏先生对 公司所做出的贡献表示衷心的感谢! 特此公告。 广东奥飞数据科技股份有限公司 董事会 2026 年 1 月 22 日 广东奥飞数据科技股份有限公司（以下简称"公司"或"奥飞数据"）董事 会于近日收到公司董事、总经理黄展鹏先生的书面辞职报告。因个人家庭原因， 黄展鹏先生申请辞去公司第四届董事会非独立董事、公司总经理及第四届董事会 专门委员会委员职务，辞任后，黄展鹏先生将不再担任公司或控股子公司任何职 务。 根据《中华人民共和国公司法》《公司章程》等相关规定，黄展鹏先生辞任 公司董事不会导致公司董事会成员低于法定人数，亦不会影响公司董事会正常运 作，黄展鹏先生辞任公司董事自辞职报告送达公司董事会之日起生效。黄展 ...

| 证券代码：300738 | 证券简称：奥飞数据 | 公告编号：2026-004 | | --- | --- | --- | | 债券代码：123131 | 债券简称：奥飞转债 | | 广东奥飞数据科技股份有限公司 第四届董事会第二十九次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 广东奥飞数据科技股份有限公司（以下简称"公司"或"奥飞数据"）第四 届董事会第二十九次会议（以下简称"会议"）于 2026 年 1 月 22 日以现场与通 讯相结合的方式在公司会议室召开，以书面方式进行表决。本次会议为紧急会议， 会议通知已于 2026 年 1 月 21 日以电话通知、电子通讯通知、专人送达等方式发 出。应当参加会议董事 8 人，实际参加会议董事 8 人。经全体董事共同推举，会 议由公司董事林卫云女士主持，公司高级管理人员列席会议。会议的召集、召开 程序以及表决程序符合《公司法》及《公司章程》等有关规定，形成的决议合法 有效。 二、董事会会议审议情况 经与会董事认真审议，会议以记名投票表决方式通过了以下议案并形成如下 决议 ...

Core Viewpoint - Morgan Stanley reports that demand for scale, resource availability, and policy are driving the deployment of hyperscale AI data centers towards remote areas, indicating a healthier supply-demand dynamic and stable return prospects in the remote data center market during the AI era [1] Company Summaries - Morgan Stanley is optimistic about GDS Holdings, assigning an "Overweight" rating and raising the target price from $54 to $64 due to its strategic transformation in the Chinese market and rapid progress in resource development in remote areas [1] - The firm also favors Century Internet, maintaining an "Overweight" rating and increasing the target price from $14 to $16, citing its first-mover advantage [1] - The rating for Aofei Data is maintained at "In Line with Market," while the ratings for Huayun New Network and Baoxin Software are kept at "Underweight," as their lack of effective layout in the right remote hubs poses a risk of market share loss in the medium to long term [1]

（文章来源：证券日报） 证券日报网讯 1月20日，华光新材在互动平台回答投资者提问时表示，公司有向欧盟成员国出口的业 务，以直销为主，收入占比较小，请投资者注意风险。 ...

Core Viewpoint - The AIDC (Artificial Intelligence Data Center) sector is entering a critical transition period from "concept narrative" to "performance verification" driven by policies, technology, and global computing power demand by the end of 2025 to early 2026 [1] Group 1: Market Dynamics - The AIDC industry is entering a new phase of market differentiation due to the ongoing global AI competition, the implementation of domestic policies like "East Data West Computing," and accelerated technological iterations such as liquid cooling and high-speed interconnects [4] - The capital expenditure of major North American cloud providers reached $257.4 billion in the first three quarters of 2025, a 65% year-on-year increase, indicating a strong demand-side momentum [5] - Major domestic internet companies are expected to reach a peak capital expenditure of 77.2 billion yuan in Q4 2024, reflecting the urgency for cloud providers to layout the next round of intelligent computing centers [5] Group 2: Supply Chain Challenges - The effective supply of AIDC is constrained by multiple hard constraints, particularly in energy and equipment, with electricity demand for data centers expected to rise significantly [7] - By 2028, data center electricity demand in the U.S. is projected to account for 6.7%-12% of total electricity consumption, leading to an expanded supply-demand gap and rising electricity prices [7] - The global supply of gas turbines is highly concentrated, with three major companies holding 88% of the market share, creating an opportunity for Chinese manufacturers to enter the global supply chain [7] Group 3: Technological Innovations - Liquid cooling technology is becoming essential as AI chip power consumption increases, with a projected global penetration rate of 30% by 2026, representing a market space of approximately 68.8 billion yuan [8] - The shift to liquid cooling is expected to reshape the cooling equipment market and drive structural upgrades in data center power distribution systems [8] Group 4: Investment Opportunities - Companies with core customer resources, technological advantages, or the ability to solve key bottlenecks are becoming focal points for investment in the AIDC sector [10] - Key investment targets include IDC leaders with core internet clients, second-tier firms capable of absorbing overflow demand, and upstream suppliers of power distribution and cooling equipment [10] - Specific companies such as Shenghong Co. in power supply and cooling equipment are highlighted as key observation targets due to their potential to address bottlenecks in the industry [11]

Group 1 - The core point of the news is that Aofei Data's stock price dropped by 5.04% to 22.40 CNY per share, with a trading volume of 1.068 billion CNY and a turnover rate of 4.73%, resulting in a total market capitalization of 22.068 billion CNY [1] - Aofei Data, established on September 28, 2004, and listed on January 19, 2018, is primarily engaged in Internet Data Center (IDC) operations, with IDC services accounting for 82.18% of its revenue and other internet services making up 17.82% [1] Group 2 - From the perspective of major fund holdings, Guojin Fund has a fund that heavily invests in Aofei Data. The Guojin Xinyue Economic New Momentum A (010375) increased its holdings by 10,600 shares in the third quarter, bringing the total to 151,900 shares, which represents 5.87% of the fund's net value, ranking it as the fourth-largest holding [2] - The Guojin Xinyue Economic New Momentum A fund was established on November 18, 2020, with a latest scale of 34.2203 million CNY. It has achieved a year-to-date return of 16.46%, ranking 181 out of 8,847 in its category, and a one-year return of 36.15%, ranking 3,639 out of 8,094 [2]

Investment Rating - The industry investment rating is positive, indicating an overweight outlook for the AIDC sector, suggesting it will outperform the overall market [8]. Core Insights - The AIDC industry is expected to experience significant breakthroughs in computing power, models, and applications in 2026, with domestic computing power transitioning from usable to highly effective [2]. - The demand from cloud vendors remains strong, with a notable increase in IDC orders expected to be fulfilled by mid-2026, indicating a robust growth trajectory for cloud computing infrastructure [2]. - The supply side faces challenges due to the scarcity of effective supply, as the government emphasizes orderly guidance and efficient construction of intelligent computing centers [2]. Summary by Sections Demand Side - Cloud vendors are expected to have high demand for IDC, with orders from Q1 2025 anticipated to be deployed by Q2-Q3 2026, necessitating significant capital investment [2]. - The new round of IDC bidding has commenced, with an accelerated delivery schedule expected [2]. Supply Side - The government is focusing on optimizing the layout of intelligent computing resources, which will create a balanced supply-demand situation in the long term [2]. - There is a noted expectation for supply of supporting equipment, such as UPS and HVDC systems, to meet the needs of AIDC construction [2]. Key Companies - Key players in the industry include leading IDC companies like Runze Technology and Dongyangguang, as well as emerging companies like Aofei Data and Guanghuan New Network [2]. - Companies providing essential supply and cooling solutions, such as Kehua Data and Zhongheng Electric, are also highlighted as important players [2].