登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002757 证券简称：南兴股份 公告编号：2026-002号 南兴装备股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 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。 ■ 注：本公告中的"万元"均指人民币万元。 二、与会计师事务所沟通情况 本次业绩预告的相关财务数据未经注册会计师预审计。公司已就本次业绩预告有关事项与会计师事务所 进行了预沟通，公司与会计师事务所在业绩预告方面不存在重大分歧。 三、业绩变动原因说明 报告期内，公司净利润大幅增长的主要原因是2024年度计提商誉减值36,358.76万元，导致2024年度净利 润大幅减少。而本年度IDC业务的业绩有所增长，根据初步商誉减值测试的结果，商誉减值对本报告期 利润影响较少，因此2025年度净利润比去年同期会有大幅度增长。 四、风险提示 2、业绩预告情况 预计净利润为正值且属于下列情形之一： (扭亏为盈 □同向上升 □同向下降 二〇二六年一月六日 公司目前不存在可能影响本次业 ...

【导读】南兴股份预计2025年归母净利润扭亏为盈 1月5日晚间，股价豪取"三连板"的南兴股份（证券代码：002757）发布2025年度业绩预告。 公司预计，2025年实现归母净利润0.9亿元至1.2亿元，而上年同期亏损1.75亿元。 | 项目 | 本期报告 | 上年同期 | | --- | --- | --- | | 归属于上市公司股 东的净利润 | 盈利: 9,000 万元 - 12,000 万元 | 亏损:17,514.81 万元 | | 扣除非经常性损益 后的净利润 | 盈利: 7,500 万元 - 10,500 万元 | 亏损:18.620.31 万元 | | 基本每股收益 | 盈利:0.3046元/股-0.4062 元/股 | 亏损:0.5928 元/股 | 对于业绩同比扭亏的原因，南兴股份表示，公司2024年度计提商誉减值3.64亿元，导致2024年度净利润大幅减少。而本年度IDC业务的业绩有所增长，根 据初步商誉减值测试的结果，商誉减值对本期利润影响较小。 南兴股份2025年三季报显示，2025年前三季度，公司实现归母净利润0.92亿元。据此计算，2025年第四季度，公司预计实现归母净利润-0. ...

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，公司始终将提升主业核心竞争 力、做扎实经营业绩作为核心方向，这也是公司对投资者负责的根本。对于相关举措，公司会结合自身 经营、财务状况及市场环境综合研判，如有相关计划，将严格按监管要求履行信息披露义务。未来，公 司会继续深耕IDC赛道，以更扎实的经营成果回馈信任。 （编辑 王雪儿） ...

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） ...

财通资管数字经济混合发起式A（017483）基金经理为包斅文。 12月29日，首都在线涨5.02%，截至发稿，报22.79元/股，成交10.30亿元，换手率12.05%，总市值 114.61亿元。首都在线股价已经连续3天上涨，区间累计涨幅13.49%。 资料显示，北京首都在线科技股份有限公司位于北京市朝阳区紫月路18号院9号楼一层101室，成立日期 2005年7月13日，上市日期2020年7月1日，公司主营业务涉及高性能的IDC服务及云服务等高效、优质 的信息技术服务。主营业务收入构成为：云主机及相关服务49.89%，IDC服务45.83%，其他收入 4.28%。 从首都在线十大流通股东角度 数据显示，财通证券资管旗下1只基金位居首都在线十大流通股东。财通资管数字经济混合发起式A （017483）三季度新进十大流通股东，持有股数678.89万股，占流通股的比例为1.73%。根据测算，今 日浮盈赚取约739.99万元。连续3天上涨期间浮盈赚取1751.53万元。 财通资管数字经济混合发起式A（017483）成立日期2022年12月26日，最新规模10.69亿。今年以来收益 79.35%，同类排名302/8159 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [7]. Core Insights - The company's performance in the first three quarters of 2025 has been under pressure, with a revenue of 5.48 billion yuan, a year-on-year decrease of 6.0%, and a net profit attributable to shareholders of 144 million yuan, down 60.2% year-on-year. The decline is attributed to increased depreciation and amortization from IDC deliveries and the disposal of certain operational assets related to public cloud services [4][11]. - IDC revenue growth has turned positive, with a total IDC revenue of 1.67 billion yuan in the first three quarters, reflecting a year-on-year increase of 1.53%. The company has accelerated its IDC deployment, with Q3 showing an 8.74% year-on-year increase in IDC revenue [11]. - AWS operations in China are stable, contributing to innovation and intelligent management for enterprises. The cloud computing revenue for the first three quarters was 3.72 billion yuan, a year-on-year decrease of 9.83% [11]. Summary by Sections Financial Performance - For the first three quarters of 2025, the company achieved a total revenue of 5.48 billion yuan, a decrease of 6.0% year-on-year, and a net profit of 144 million yuan, down 60.2% year-on-year. In Q3 alone, revenue was 1.76 billion yuan, a decline of 7.6% year-on-year and 6.4% quarter-on-quarter [4][11]. - The IDC revenue for the first three quarters was 1.67 billion yuan, with a gross margin of 32.12%, down 3.55 percentage points year-on-year. Q3 IDC revenue reached 596 million yuan, up 8.74% year-on-year [11]. IDC Business Development - The company has made significant progress in IDC deployment, with over 72,000 cabinets in operation as of Q3 2025. Key projects include the Tianjin Baodi project and the Shanghai Jiading project, both of which are advancing well [11]. Cloud Computing Operations - The cloud computing segment generated 3.72 billion yuan in revenue for the first three quarters, with a gross margin of 7.30%, down 1.46 percentage points year-on-year. The decline in revenue is primarily due to customer business adjustments and proactive optimization of the customer structure [11].

Core Viewpoint - The company reported a decline in performance for the third quarter of 2025, with significant decreases in both revenue and net profit compared to the previous year [1][2][3] Group 1: Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of 5.479 billion yuan, a year-on-year decrease of 6%, and a net profit attributable to shareholders of 144 million yuan, down 60% year-on-year [1] - In Q3 2025, the company recorded operating revenue of 1.763 billion yuan, a year-on-year decrease of 8% and a quarter-on-quarter decrease of 6%, with a net profit of 28.58 million yuan, down 69% year-on-year and 38% quarter-on-quarter [1] Group 2: IDC Business Performance - IDC business revenue for the first three quarters of 2025 was 1.667 billion yuan, representing a year-on-year growth of 1.53%, while Q3 IDC revenue reached 596 million yuan, up 8.74% year-on-year [2] - The IDC business gross margin decreased to 32.12%, down 3.55% from the same period last year, due to increased competition and a supply-demand imbalance in certain regions [2] - The company has accelerated the deployment of data centers, with over 16,000 new cabinets put into operation, bringing the total to over 72,000 [2] Group 3: Cloud Computing Business Performance - Cloud computing revenue for the first three quarters of 2025 was 3.719 billion yuan, a year-on-year decrease of 9.83%, with a gross margin of 7.30%, down 1.46% from the previous year [2] - In Q3 2025, cloud computing revenue was 1.149 billion yuan, a year-on-year decrease of 13.44%, primarily due to client business adjustments and the expiration of specific operational assets purchased in December 2017 [2] - The disposal of these assets is expected to reduce cloud computing revenue by approximately 100 million yuan for the entire year of 2025 [2] Group 4: Profit Forecast and Investment Recommendations - Due to the continuous decline in performance, the company has slightly adjusted its profit forecasts, expecting net profits of 200 million yuan, 428 million yuan, and 562 million yuan for 2025-2027, respectively [3] - The company maintains an "overweight" rating based on the gradual ramp-up of IDC business capacity and the anticipated shift in AI computing demand from training to inference [3]

Core Insights - The core viewpoint of the report is that AoFei Data has shown a significant increase in net profit for the first half of the year, despite a decline in revenue from its "other internet comprehensive services" segment, while its main IDC services are expected to drive growth in the second half of the year [1] Financial Performance - The net profit attributable to the parent company for the first half of the year was 87.8969 million yuan, representing a year-on-year increase of 16.09% [1] - In Q2, the net profit attributable to the parent company reached 36 million yuan, showing a year-on-year growth of 43.37% [1] Business Segments - The "other internet comprehensive services" segment experienced a revenue decline of 47.42% year-on-year in the first half of the year [1] - The IDC services segment is expected to exhibit strong growth momentum, with anticipated revenue and EBITDA growth in the rapidly expanding AI market [1] Growth Potential - The company has a robust pipeline and has been rapidly expanding its data center capabilities, with 14 self-built and operated data centers across various cities, including Beijing, Guangzhou, and Shenzhen [1] - The operational cabinet count exceeds 57,000, with multiple large data center projects currently under construction [1] Future Projections - The projected net profit attributable to the parent company for 2025, 2026, and 2027 is expected to be 200 million, 290 million, and 410 million yuan, respectively [1] - Corresponding PE valuations for these years are estimated at 113, 79, and 55 times [1] - The report maintains an "overweight" rating for the company [1]

Core Viewpoint - In the first half of 2025, Guanghuan Xinnet reported a revenue of 3.716 billion yuan, a year-on-year decrease of 5.14%, and a net profit of 115 million yuan, down 57% compared to the previous year [1] Revenue Breakdown - The IDC business generated revenue of 1.071 billion yuan, reflecting a year-on-year decline of 2.08% [1] - The cloud computing segment reported revenue of 2.57 billion yuan, which is a decrease of 7.67% from the same period last year [1] Profitability Metrics - The gross profit margin for the cloud computing business fell to 7.76% [1] - The decline in revenue is attributed to customer business adjustments and the company's proactive optimization of its customer structure [1]

Group 1 - The core viewpoint of the article highlights Century Internet's financial performance and its position as a leading digital infrastructure provider in China, despite reporting a significant decline in net profit [1][2] - As of June 30, 2025, Century Internet's total revenue is projected to be 4.68 billion RMB, reflecting a year-on-year growth of 20.26%, while the net profit attributable to shareholders is expected to be -249 million RMB, a decrease of 102.28% year-on-year [1] - The company operates over 50 data centers across more than 30 cities in China, with a base business operational capacity exceeding 480 MW and over 52,000 cabinets in urban business operations [2] Group 2 - Century Internet is recognized as the first publicly listed IDC company in the U.S. from China and is a key player in the digital infrastructure sector, focusing on both base and urban IDC business models [1][2] - The company has established a robust digital core base in regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau, facilitating smooth data migration from first-tier cities to edge cities [2] - As a strategic partner of Microsoft, Century Internet operates international-standard cloud services including Microsoft Azure and Microsoft 365, serving over 6,000 high-quality enterprise clients globally [2]