Core Viewpoint - The company emphasizes enhancing its core competitiveness and solid operational performance as its primary direction, which is fundamental to its responsibility towards investors [1] Company Strategy - The company will assess its operational, financial conditions, and market environment comprehensively when considering relevant initiatives [1] - Any plans will be disclosed in strict accordance with regulatory requirements [1] Future Outlook - The company intends to continue deepening its engagement in the IDC sector, aiming to provide more substantial operational results to reward investor trust [1]

每经AI快讯，诺瓦星云12月30日晚间发布公告称，2025年12月29日，公司通过回购专用证券账户以集 中竞价交易方式实施了第四期回购公司股份的首次回购。本次回购股份数量约为12万股，占公司总股本 的0.13%，最高成交价为168元/股，最低成交价为165.56元/股，成交总金额约为1999万元。 每经头条（nbdtoutiao）——2025十大财经新闻出炉！护航、酣战、变局、狂飙分别指向哪些大事件？ （记者 王瀚黎） ...

证券日报网讯 12月30日，奥飞数据在互动平台回答投资者提问时表示，公司系IDC服务商，为大型互联 网企业及云厂商提供IDC和其他互联网综合服务。公司重视与投资者的沟通交流，也感谢投资者对公司 的发展建言献策。 （文章来源：证券日报） ...

Event Summary - The annual report disclosure schedule for 2025 has been released, with ChipGuide Technology being the first to disclose on February 3, 2026, and *ST Huawang on February 13, 2026 [1] Industry Insights - Key sectors expected to show improved or sustained high growth in annual report performance include "price-increasing commodities," "new energy and high-end manufacturing," "export-oriented sectors," and "TMT sectors with strong or improving demand" [1] - In the "price-increasing commodities" category, items with price increases exceeding 200% include black tungsten concentrate, VC, and lithium hexafluorophosphate, while those with increases over 100% include platinum and cobalt [4] - The new energy and high-end manufacturing sector is benefiting from high growth in military equipment orders and expanding demand for industrial robots and energy storage [6] - The export sector has seen significant growth, with high-tech and electromechanical product exports increasing by 7.7% and 9.7% year-on-year, respectively [6] Company Performance - A list of companies expected to see net profit growth exceeding 50% for the year has been compiled, based on preliminary quarterly report data [8] - Notable companies include Yuanjie Technology, with a projected net profit increase of 1726.36%, and Runze Technology, with an increase of 262.73% [9] - The semiconductor industry is projected to grow by 13.7% in sales in 2025, driven by strong demand for memory chips [7]

Market Overview - The market experienced a strong upward trend with the Shanghai Composite Index rising for six consecutive days, and the Shenzhen Component Index increasing by nearly 1%. Over 4,100 stocks in the market saw gains [1] Spring Market Outlook - The spring market may unfold in two ways: first, capital may rush in to buy on dips, leading to a generally strong market; second, if incremental capital is exhausted and negative news arises, a "deep squat jump" may occur. Currently, there is a strong willingness among A-share investors to capitalize on the spring market, with limited visibility of negative factors [2] - Historical data suggests that sectors with high returns in the first half of the year may see a pullback at the end of the year, while underperforming sectors may experience a rebound. The internal demand sector is highlighted as having sufficient attractiveness and increasing win rates, supported by year-end industry allocation patterns and policies aimed at boosting domestic demand [2] Key Sectors to Watch - Focus on sectors such as insurance, brokerage, non-ferrous metals, AI computing/power semiconductors, retail/personal care/social services/dairy products, aviation, and new energy [3] North American AI Power Supply Issues - North America faces a significant power supply gap, exacerbated by the growing demand for AI Data Centers (AIDC). Traditional rapid energy replenishment methods are limited, making AIDC energy storage solutions more economically viable and quicker to deliver. The demand for AIDC energy storage is projected to increase from 9.6 GWh in 2025 to 21 GWh by 2028, with storage duration extending from 4 hours to 6-8 hours [4] - The global AIDC transformer market is expected to grow significantly, with estimates of 60 billion yuan in 2024 and 264 billion yuan in 2027, reflecting a compound annual growth rate (CAGR) of approximately 64% [4] Transformer Export Data - According to customs data, China's transformer exports totaled 579 million yuan from January to November, marking a year-on-year increase of 36%, indicating sustained high demand in the transformer export market [5] AIDC Concept Stocks - AIDC concept stocks focus on core areas such as computing infrastructure, liquid cooling, power distribution, and network equipment. Key players include: - **Core Computing and IDC Operations**: Companies like Zhongke Shuguang and Inspur Information are leading in liquid cooling and AI server markets [6] - **Liquid Cooling Technology**: Companies such as Yingweike and Qiu Tianwei are key suppliers in the liquid cooling sector, catering to AI server needs [7] - **Power Distribution and Storage**: Companies like Zhongheng Electric and Kehua Data are positioned to meet AIDC power supply demands [8] - **Network and Server Support**: Companies such as Xinyi Sheng and Zhongji Xuchuang are critical suppliers for AI computing network transmission [8]

（文章来源：证券日报） 证券日报网讯 12月16日晚间，奥飞数据发布公告称，公司于近日收到公司控股股东广州市昊盟计算机 科技有限公司（简称"昊盟科技"）的函告，获悉昊盟科技对其所持有的部分奥飞数据股份办理了质押业 务，本次质押股份数量为14，730，000股。 ...

格隆汇12月16日｜奥飞数据公告，控股股东昊盟科技质押1473万公司股份，占其所持股份比例5.42%， 占公司总股本比例1.50%。质押开始日为2025年12月15日，质押用途为对外投资。 ...

| 证券代码：300738 | 证券简称：奥飞数据 | 公告编号：2025-107 | | --- | --- | --- | | 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 关于控股股东部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 二、控股股东股份累计质押的情况 截至公告披露日，昊盟科技所持股份的质押情况如下： | | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 持股数量 | | 本次质押前质 | 本次质押后质 | 占其所持 | 占公司总 | 已质押股份 | 占已 | 未质押股份 | 占未 | | 股东名称 | （股） | 持股比例 | 押股份数量 （股） | 押股份数量 （股） | 股份比例 | 股本比例 | 限售和冻结 | 质押 | 限售和冻结 | 质押 | | | | | | | | | 数量 | 股份 | 数量 | ...

北京上海深圳杭州广州昆明天津成都宁波福州西安南京南宁济南重庆苏州长沙太原武汉贵阳乌鲁木齐郑州石家庄 合 肥 海 南 青 岛 南 昌 大 连 银 川 拉 孜 香 港 巴 黎 马 德 里 斯 德 哥 尔 摩 纽 约 马 来 西 亚 柬 埔 寨 乌 兹 别 克 斯 坦 哈 萨 克 斯 坦 国浩律师(广州)事务所 关于广东奥飞数据科技股份有限公司 2025 年第五次临时股东会的法律意见 广东奥飞数据科技股份有限公司： 本次股东会按照有关规定采取现场投票与网络投票相结合的方式，通过深圳 证券交易所交易系统和互联网投票系统向全体股东提供网络形式的投票平台。股 东通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 12 月 15 日 9:15－9:25，9:30－11:30 和 13:00－15:00；通过深圳证券交易所互联网投票系 统进行网络投票的时间为 2025 年 12 月 15 日 9:15－15:00 期间的任意时间。 根据中国证券监督管理委员会发布的《上市公司股东会规则》(以下简称《股 东会规则》)的要求，国浩律师(广州)事务所(以下简称"本所")接受广东奥飞 数据科技股份有限公司(以下简称"奥飞 ...