Group 1 - The controlling shareholder, Zhoushan Baihuida Venture Capital Partnership (Limited Partnership), plans to reduce its holdings in Guanghuan Xinnet (300383.SZ) by up to 53.9277 million shares, which represents no more than 3% of the company's total share capital [1]

Group 1 - The core point of the article is that the controlling shareholder of Guanghuan Xinnet (300383), Zhoushan Baihuida Venture Capital Partnership (Limited Partnership), plans to reduce its stake in the company by up to 53.93 million shares, which represents no more than 3% of the total share capital [1] Group 2 - The shareholder currently holds 409.05 million shares, accounting for 22.76% of the total share capital [1] - The planned reduction will occur between March 17, 2026, and June 16, 2026 [1] - The reduction will be executed through two methods: a centralized bidding method for up to 17.98 million shares (no more than 1% of total share capital) and a block trade method for up to 35.95 million shares (no more than 2% of total share capital) [1]

Group 1 - The core point of the article is that Beijing Guanghuan Xinwang Technology Co., Ltd.'s controlling shareholder plans to reduce its stake in the company by up to approximately 53.93 million shares, which represents no more than 3% of the total share capital [1] - The controlling shareholder, Zhoushan Baihui Investment Partnership, currently holds about 409 million shares, accounting for 22.76% of the company's total share capital [1] - The planned reduction will occur between March 17, 2026, and June 16, 2026, with a portion of the shares to be sold through centralized bidding and block trading methods [1] Group 2 - The company experienced a dramatic shift in its financial performance, with net profits increasing ninefold before suddenly reporting a loss exceeding 200 million yuan [1] - The chairman of the company has personally invested 50 million yuan to cover the financial shortfall, raising questions about the company's financial management [1] - There are concerns regarding the whereabouts of 5 billion yuan in trust investments, leading to confusion among shareholders [1]

光环新网公告，控股股东舟山百汇达创业投资合伙企业（有限合伙）持有公司股份4.09亿股，占 22.76%；计划于2026年3月17日至2026年6月16日减持不超过5392.77万股，占3%，其中集中竞价不超过 1797.59万股，占1%，大宗交易不超过3595.18万股，占2%。 ...

证券代码：300383 证券简称：光环新网 公告编号：2026-004 北京光环新网科技股份有限公司 关于控股股东减持股份预披露公告 本公司控股股东舟山百汇达创业投资合伙企业（有限合伙）保证 向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的 信息一致。 特别提示： 北京光环新网科技股份有限公司（以下简称"公司"）控股股东舟山百汇达 创业投资合伙企业（有限合伙）（以下简称"百汇达"）持有本公司股份 409,053,644 股，占本公司总股本比例 22.76%，计划在 2026 年 3 月 17 日至 2026 年 6 月 16 日减持本公司股份不超过 53,927,700 股，占公司总股本比例不超过 3%，其中以集中竞价方式减持本公司股份不超过 17,975,900 股，占公司总股本 比例不超过 1%；以大宗交易方式减持本公司股份不超过 35,951,800 股，占公司 总股本比例不超过 2%。 公司于近日收到控股股东百汇达的《股份减持计划告知函》，现将具体情况 公告如下： 一、 股东的基本信息 1、股东名称：舟山百汇达创业 ...

光环新网（300383.SZ）2月13日在投资者互动平台表示，公司数据中心业务辐射京津冀、长三角及中西 部地区，在内蒙古、海南及马来西亚地区有智算中心项目拓展计划，按照单机柜4.4KW统计，公司在全 国范围内规划机柜规模已超过23万个，截至目前已投产机柜超过8.2万个，上架率60%左右。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：1月份公司产品的上架率是否有改善？ ...

经济观察网 光环新网（300383）近期业绩预告显示2025年预亏超7亿元，主要因计提大额商誉减值；同 时，近期主力资金呈现大幅净流入态势。 业绩经营情况 2026年2月12日，主力资金净流入3.05亿元，股价上涨5.35%，主力净量0.92%，显示资金参与度显著提 升。类似的主力流入事件也发生在2026年2月9日（净流入4.22亿元，股价上涨10.78%）和2026年2月3日 （净流入3.09亿元，股价上涨7.68%）。 以上内容基于公开资料整理，不构成投资建议。 2026年1月26日，光环新网发布2025年全年业绩预告，预计归属净利润亏损7.3亿元至7.8亿元，主要原因 是计提资产减值准备8.9亿元，其中商誉减值占8.65亿元，涉及收购中金云网和光环赞普形成的商誉。该 数据未经审计，最终以年度审计报告为准。 资金动向 ...

Group 1 - The AI computing power sector is experiencing a strong resurgence, with the "Computing Power ETF" Yuntianfu (159273) rising by 1.5% and trading volume exceeding 13 million yuan in a single session [1] - Over the past 20 days, the fund has attracted over 160 million yuan, indicating sustained investor interest [1] - Major companies in the cloud computing ETF index have shown mixed performance, with notable gains from companies like UCloud and Wangsu Technology, while Tencent Holdings and Alibaba experienced slight declines [4][5] Group 2 - The recent rumors regarding CSP orders bypassing Zhongji Xuchuang have been refuted, clarifying that the business model remains unchanged and CSP clients will continue to order directly from the company [3] - The launch of the "Spring Festival 3 billion free order" campaign by Qianwen App led to a surge in user engagement, resulting in system overload and highlighting the current shortage of computing power resources [6] - Major tech companies, including Alibaba, Tencent, and ByteDance, are expected to invest heavily in AI during the Spring Festival, with a total of 4.5 billion yuan allocated for competition in AI traffic [7] Group 3 - The global demand for AI computing power is driving significant capital expenditures from major cloud providers, with North American firms projected to increase their capital spending by 67.06% to 372.55 billion dollars in 2025 [11] - This trend is expected to benefit domestic computing power suppliers, as the demand for AI-related hardware and infrastructure continues to grow [11] - The overall industry is witnessing a structural shift, with high-growth areas such as AI chips and optical communication experiencing strong demand, while general manufacturing sectors are also benefiting from the changes [8]

Group 1 - The A-share market saw a collective rise in DeepSeek concept stocks, with notable increases in shares such as Youkede-W up nearly 14% and Shoudu Online up over 11% [1] - DeepSeek updated its model, with user feedback indicating enhancements in both web and app versions, now supporting a maximum context length of 1 million tokens, an increase from the previous version's 128K tokens released in August last year [1] Group 2 - Specific stock performance includes Youkede-W with a market cap of 19.5 billion and a year-to-date increase of 52.26%, Shoudu Online with a market cap of 15.8 billion and a year-to-date increase of 37.19%, and Dongfang Guoxin with a market cap of 17 billion and a year-to-date increase of 46.28% [2] - Other notable stocks include China Jushi with a market cap of 108.8 billion and a year-to-date increase of 59.01%, and Puyuan Information with a market cap of 3.126 billion and a year-to-date increase of 31.27% [2]

Core Viewpoint - The DeepSeek concept stocks in the A-share market experienced a collective rise, driven by updates to the DeepSeek model, which now supports a context length of up to 1 million tokens, significantly enhancing its capabilities compared to the previous version released in August last year, which supported 128K tokens [1]. Group 1: Stock Performance - Youke De-W (优刻得-W) saw a rise of 13.93%, with a total market capitalization of 19.5 billion and a year-to-date increase of 52.26% [2]. - Capital Online (首都在线) increased by 11.34%, with a market cap of 15.8 billion and a year-to-date rise of 37.19% [2]. - Dongfang Guoxin (东方国信) rose by 7.55%, with a market cap of 17 billion and a year-to-date increase of 46.28% [2]. - China Jushi (中国巨石) experienced a 6% increase, with a market cap of 108.8 billion and a year-to-date rise of 59.01% [2]. - Puyuan Information (普元信息) increased by 5.55%, with a market cap of 3.126 billion and a year-to-date rise of 31.27% [2]. - Chipengwei (芯朋微) rose by 5.07%, with a market cap of 9.151 billion and a year-to-date increase of 14.43% [2]. - Guangliwei (广立微) increased by 4.74%, with a market cap of 17.7 billion and a year-to-date rise of 23.54% [2]. - Huohuan New Network (光环新网) rose by 4.27%, with a market cap of 32.9 billion and a year-to-date increase of 46.52% [2].