Financial Performance - The company expects a net loss of between RMB 73 million and RMB 78 million for the fiscal year 2025, compared to a profit of RMB 38.14 million in the same period last year[3]. - The projected operating revenue for 2025 is between RMB 717 million and RMB 722 million, slightly down from RMB 728.12 million in the previous year[3]. - Non-recurring gains and losses are projected to be around RMB 40 million for the reporting period, influenced by investment income and government subsidies[7]. Asset Impairment - The company anticipates an increase in asset impairment provisions of RMB 89.06 million, including goodwill impairment of RMB 86.47 million, which will significantly impact net profit[6]. Cloud Computing Revenue - The cloud computing revenue is expected to decline due to client business adjustments, with an estimated decrease of approximately RMB 10.60 million[7]. Operational Challenges - The company faces challenges in customer acquisition due to increased competition and a shift towards a concentrated customer base in the data center industry[7]. - The operational costs have surged due to the rapid increase in cabinet deployments, leading to significant pressure on the company's operating costs[7]. Cabinet Deployments - The company has deployed over 82,000 cabinets by the end of 2025, marking the highest number of new cabinet deployments in a single year at over 26,000[7]. Financial Data Integrity - The company has communicated with its auditing firm regarding the financial data, and there are no significant discrepancies noted[4]. - The financial data presented is preliminary and has not been audited, with detailed disclosures to follow in the annual report[8].

证券代码：300383 证券简称：光环新网 公告编号：2026-002 北京光环新网科技股份有限公司 第六届董事会 2026 第一次会议决议公告 1、审议通过《关于计提资产减值准备的议案》； 根据《企业会计准则》、《深圳证券交易所创业板股票上市规则》、《上市公司 自律监管指引第 2 号——创业板上市公司规范运作》及公司《资产减值准备计提 和核销管理制度》、会计政策和会计估计等相关规定，为了更加真实、公允、准 确地反映公司截至 2025 年 12 月 31 日的财务状况、资产价值及经营成果，基于 谨慎性原则，公司及下属子公司对各类资产进行了全面清查及资产减值测试后， 对存在减值迹象的资产计提相应减值准备，董事会同意 2025 年度公司及下属子 公司计提资产减值准备合计 89,059.60 万元。公司本次计提资产减值准备数据未 经审计，最终数据将以会计师事务所出具的年度审计报告为准。 1 本议案已经第六届董事会审计委员会 2026 年第一次会议审议通过并取得明 确同意的意见。 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、误导性陈述或重大遗漏。 一、董事会会议召开情况 北京光环新网科技 ...

Group 1 - The core viewpoint of the article highlights a strong performance in the computing power concept stocks on January 26, with several companies experiencing significant gains [1][2] - Companies such as Youke De and Dawi Technology reached their daily limit up, indicating a robust market response [1][2] - Other companies like Guanghuan Xinwang and Shoudu Online saw increases of over 10%, reflecting a broader positive trend in the sector [1][2] Group 2 - Additional companies including Runze Technology, Aofei Data, and Data Port also experienced upward movement, contributing to the overall strength of the computing power sector [1][2]

Group 1 - The core viewpoint of the article highlights the significant stock price increases of several technology companies, including UCloud and Dawei Technology, which both reached their daily limit up, while Capital Online rose over 10% [1] - Other companies such as Guanghuan Xinnet, Runze Technology, Aofei Data, and Data Port also experienced stock price increases, indicating a positive trend in the technology sector [1]

Core Viewpoint - The cloud computing sector, particularly the computing power leasing concept, is experiencing a significant upward trend, driven by recent price increases from major players like Amazon Web Services (AWS) [1] Group 1: Market Performance - The computing power leasing concept saw a notable surge, with companies such as UCloud and Dawai Technology hitting the daily limit up [1] - QCloud Technology and Capital Online both increased by over 10% [1] - Other companies like Guanghuan Xinwang, Wangsu Science and Technology, and Parallel Technology also experienced gains [1] Group 2: Price Changes - Amazon Web Services (AWS) has raised its EC2 machine learning capacity block prices by approximately 15% [1] - The hourly cost for the p5e.48xlarge instance increased from $34.61 to $39.80 [1]

证券日报网讯1月22日，光环新网（300383）在互动平台回答投资者提问时表示，公司子公司无双科技 2021年-2025年是阿里的核心代理商。2026年因无双科技战略调整，加大对优势媒体的投入及信息流媒 体的开发，不再是阿里核心代理商。 ...

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]

Core Viewpoint - The company is exploring the application of AI in marketing through its subsidiary, Wushuang Technology, focusing on GEO-related technologies to enhance marketing efficiency and effectiveness [1] Group 1: Company Overview - Wushuang Technology provides SaaS services for data monitoring, performance evaluation, and intelligent advertising [1] - The company's main business includes internet data center (IDC) and cloud computing services, with 2024 revenue reaching 7.28 billion yuan [1] - IDC and value-added services contributed 2.09 billion yuan, accounting for 28.69% of total revenue, while cloud computing generated 5.10 billion yuan, making up 70.07% of total revenue [1] Group 2: AI and Marketing Strategy - The company is actively integrating generative AI technology to improve marketing content generation and advertising effectiveness [1] - Current efforts in GEO-related work are in the early stages of understanding and have not yet impacted the company's performance [1] - The company launched high-performance computing services in August 2023, with a computing capacity exceeding 4,000 P and annual contract value surpassing 100 million yuan [1]

Core Viewpoint - The company, Guanghuan Xinwang, is actively enhancing its digital marketing services through its subsidiary, Wushuang Technology, by leveraging generative AI to improve efficiency and reduce costs in advertising campaigns [2]. Group 1: Company Services - Wushuang Technology provides SaaS services focused on data monitoring, effect evaluation, and intelligent delivery, specializing in digital marketing systems [2]. - The company offers comprehensive marketing services centered around SEM, information flow, short videos, and mobile distribution, catering to the needs of internet media [2]. Group 2: AI Integration and Future Plans - The company is exploring the application of generative AI across the entire marketing chain, aiming to optimize advertising creative production efficiency, responsiveness, differentiation, and scalability [2]. - By 2025, Wushuang Technology plans to focus on GEO applications in AI marketing, analyzing various AI platforms and models to prepare for future developments in this area [2]. - Currently, GEO has not had a substantial impact on the company's performance [2].

格隆汇1月21日丨光环新网(300383.SZ)在投资者互动平台表示，公司子公司无双科技的主营业务为为用 户提供数据监测、效果评估、智能投放的SaaS服务，深耕数字化营销体系，集中在SEM、信息流、短 视频及移动分发为主流的互联网媒体全案代理方面，为客户提供基于搜索引擎、移动营销、程序化购 买、整合营销、新媒体营销的一站式营销服务。2025年无双科技围绕GEO在AI营销全链路的应用展开 探索，通过分析各家AI平台和相关模型、信任来源、分析算法等了解相关算法和模型特征，为公司未 来开展GEO领域的相关应用做准备，目前GEO相关工作处于前期了解认知阶段，尚未对公司业绩产生 实质影响。 ...