风险提示：市场有风险，投资需谨慎。 消息面上，公司股东上海旭沣通过集中竞价方式减持185万股，占公司总股本的0.26%，减持计划已实 施完毕。 资金方面，8月7日主力资金净流出4013.82万元，近五日累计净流出2.04亿元。 截至2025年8月7日收盘，数据港股价报26.16元，较前一交易日下跌1.13%，成交额4.94亿元。 数据港主营业务为IDC服务业，2024年该业务占营收比重达99.39%。公司2025年一季度实现收入3.95亿 元，归母净利润4406万元。 ...

Core Viewpoint - GDS Holdings Limited has shown significant financial growth, with a notable increase in revenue and net profit, indicating strong operational performance and market demand for its data center services [1][2]. Financial Performance - As of March 31, 2025, GDS reported total revenue of 2.723 billion RMB, representing a year-on-year growth of 11.96% [1]. - The company's net profit attributable to shareholders reached 763 million RMB, marking a substantial year-on-year increase of 320.64% [1]. Company Overview - GDS Holdings is a leading high-performance data center operator and service provider in China and Southeast Asia, with data centers strategically located in key economic hubs [2]. - The company operates large-scale data centers that are characterized by abundant power supply, high density, and efficiency, with all critical systems featuring multiple redundancies [2]. - GDS maintains neutrality towards operators and cloud service providers, allowing clients to choose connections with major telecom operators and access multiple cloud service providers hosted in its data centers [2]. - The company offers a range of hosting and management services, including direct private connections to leading public clouds and innovative hybrid cloud management service platforms [2]. - With 23 years of reliable data center hosting and management experience, GDS meets the high standards of large domestic clients for outsourced data center services, serving major clients such as hyperscale cloud service providers, large internet companies, financial institutions, telecom and IT service providers, as well as large domestic and multinational enterprises [2]. Upcoming Events - GDS is scheduled to disclose its fiscal year 2025 interim report on August 20, with the actual disclosure date subject to company announcement [1].

大事提醒： 7月29日，万国数据(GDS)开盘上涨4.34%，截至21:30，报38.105美元/股，成交246.06万美元，总市值 78.64亿美元。 财务数据显示，截至2025年03月31日，万国数据收入总额27.23亿人民币，同比增长11.96%；归母净利 润7.63亿人民币，同比增长320.64%。 本文源自：金融界 作者：行情君 8月20日，万国数据将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时间， 实际披露日期以公司公告为准）。 资料显示，万国数据控股有限公司(纳斯达克股票代码:GDS;港交所股票代码:9698)是中国及东南亚地区 领先的高性能数据中心运营商和服务商。公司的数据中心分布于对高性能数据中心需求广泛的中国核心 经济枢纽地区。为了满足客户更广泛的需求,公司还根据客户的选择在非一线城市地区建设和运营数据 中心。公司的数据中心规模大,电力供应充沛、密度高且高效,所有关键系统均具备多重冗余。公司中立 于运营商及云服务提供商,客户可自由选择与主要电信运营商连接,以及接入托管于公司数据中心的多家 云服务提供商。万国数据可为客户提供托管和管理服务,包括与领先的公有云进行直接 ...

Group 1 - The core viewpoint of the article highlights the financial performance and market position of GDS Holdings, indicating a significant increase in revenue and net profit [1][2] - As of March 31, 2025, GDS reported total revenue of 2.723 billion RMB, representing a year-on-year growth of 11.96% [1] - The company achieved a net profit attributable to shareholders of 763 million RMB, showing a remarkable year-on-year increase of 320.64% [1] Group 2 - GDS Holdings is a leading high-performance data center operator and service provider in China and Southeast Asia, with data centers strategically located in key economic hubs [2] - The company operates large-scale data centers with abundant power supply, high density, and efficiency, ensuring all critical systems have multiple redundancies [2] - GDS is neutral to operators and cloud service providers, allowing clients to choose connections with major telecom operators and access multiple cloud service providers hosted in its data centers [2]

Group 1 - The core viewpoint of the articles highlights the strong financial performance of GDS Holdings, with a significant increase in revenue and net profit year-over-year [1][2] - As of March 31, 2025, GDS reported total revenue of 2.723 billion RMB, representing a year-on-year growth of 11.96% [1] - The company achieved a net profit attributable to shareholders of 763 million RMB, showing a remarkable year-on-year increase of 320.64% [1] Group 2 - GDS Holdings is a leading high-performance data center operator and service provider in China and Southeast Asia, with data centers strategically located in key economic hubs [2] - The company offers a range of services including colocation and management services, with a focus on meeting the high standards of large domestic clients [2] - GDS operates with a neutral stance towards telecom operators and cloud service providers, allowing clients to choose their connections freely [2]