证券日报网讯 1月26日，首都在线在互动平台回答投资者提问时表示，公司控股子公司文昌首都在线航 天超算科技有限公司运营的文昌航天超算中心是公司围绕算力基础设施主业开展的业务布局。近期海南 全岛封关运作作为国家重大战略落地，将为公司相关业务带来新的发展空间，尤其对公司已布局并运营 的文昌航天超算数据中心形成实质性利好。一方面，封关后"境内关外"的监管模式，以及海南在数据跨 境流动领域实行"负面清单之外依法依规流动"的制度安排，有助于进一步优化跨境数据和算力服务的政 策环境；同时，海南正加快国际通信基础设施建设，未来二十余条国际海缆将陆续贯通，将提升面向东 南亚及相关区域的数据互联互通能力。公司文昌航天超算中心地处自贸港重点园区，可深度享受上述政 策与基础设施双重红利，充分满足高端算力需求。另一方面，公司已在亚太、欧美等区域布局多个海外 节点，长期服务电商、游戏等国际化客户。海南面向东南亚的区位优势，以及增值电信业务领域的制度 开放，将为公司进一步拓展跨境云网融合服务提供重要支点。当前，公司正依托政策、区位及算力设施 优势，重点对接航天制造研发、跨境电商、游戏出海等领域客户需求，助力企业实现多元化云网服务场 景落 ...

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]

Group 1 - Capital Online's stock increased by 5.16%, reaching 24.06 CNY per share, with a trading volume of 609 million CNY and a turnover rate of 6.75%, resulting in a total market capitalization of 12.1 billion CNY [1] - The company, founded on July 13, 2005, and listed on July 1, 2020, specializes in high-performance IDC services and cloud services, with revenue composition as follows: cloud hosting and related services 49.89%, IDC services 45.83%, and other income 4.28% [1] Group 2 - Dachen Fund has a significant holding in Capital Online, with the Dachen Industry Pioneer Mixed A Fund (008274) holding 311,700 shares, accounting for 4.34% of the fund's net value, making it the ninth-largest holding [2] - The Dachen Industry Pioneer Mixed A Fund was established on March 23, 2020, with a current size of 144 million CNY, yielding a return of 9.02% this year, ranking 1241 out of 8844 in its category, and a one-year return of 16.07%, ranking 5687 out of 8091 [2] Group 3 - The fund manager of Dachen Industry Pioneer Mixed A is Yu Weiye, who has been in the position for 2 years and 20 days, with total assets under management of 212 million CNY, achieving a best return of 48.25% and a worst return of 16.68% during his tenure [3]

Core Viewpoint - Capital Online's stock price has shown fluctuations with a recent increase of 2.05%, while the company faces a decline in revenue and a net loss in profit for the year [1][2]. Group 1: Stock Performance - As of January 21, Capital Online's stock price reached 23.35 CNY per share, with a trading volume of 5.22 billion CNY and a turnover rate of 5.82%, resulting in a total market capitalization of 11.743 billion CNY [1]. - Year-to-date, the stock price has increased by 2.28%, but it has decreased by 6.67% over the last five trading days, increased by 17.69% over the last 20 days, and increased by 7.80% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Capital Online reported a revenue of 926 million CNY, reflecting a year-on-year decrease of 12.05%. The net profit attributable to shareholders was a loss of 99.413 million CNY, which is a year-on-year increase of 32.11% [2]. - Since its A-share listing, the company has distributed a total of 20.566 million CNY in dividends, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Capital Online was 65,700, a decrease of 25.68% from the previous period. The average number of circulating shares per person increased by 34.76% to 5,961 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 8.2544 million shares, an increase of 4.7151 million shares from the previous period. The third-largest shareholder is a new entrant, Caitong Asset Management Digital Economy Mixed Initiation A, holding 6.7889 million shares [3].

证券日报网讯1月19日，首都在线（300846）在互动平台回答投资者提问时表示，公司始终以"一体两 翼"融合智算云转型为战略核心，公司基本盘业务立足于云计算云主机，传统IDC转售、数据中心业务 等成熟且核心的板块，为上层融合智算云平台搭建底座并实现降本；GPU智算云为公司当前高速增长的 业务板块，面向需调用多模型的大模型公司、教育/娱乐平台、AI工具类企业，提供算力服务以及覆盖 内容生成、蒸馏等模型场景的Maas服务。公司未来的定位是基于模型应用的AIinfra业务，涵盖底层基 础设施、云服务调度平台、模型使能平台等，为大模型场景应用客户提供一站式服务。 ...

Core Viewpoint - Capital Online (300846) has established a mature computing power and network solution through its intelligent computing cloud platform, serving well-known clients in the large model and AIGC fields in China [1] Group 1: Company Developments - The company is positioned as a neutral cloud service provider, offering comprehensive solutions in computing power and network [1] - Capital Online provides efficient and compliant computing power support for domestic AI application companies looking to expand internationally, leveraging a global network [1] Group 2: Client Engagement - The company is engaged with multiple prominent clients in the AI and AIGC sectors, although specific details about these collaborations cannot be disclosed due to the sensitivity of commercial information [1]

证券代码：300846 证券简称：首都在线 公告编号：2026-002 北京首都在线科技股份有限公司 关于控股子公司完成注册资本及营业期限变更的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 一、本次变更事项概述 根据公司战略发展规划及子公司实际运营情况，北京首都在线科技股份有限公司 （以下简称"公司"）控股子公司北京中嘉和信通信技术有限公司（以下简称"中嘉和 信"）于近日办理了注册资本变更，注册资本由 10,220 万元人民币变更至 5,110 万元人 民币，变更后中嘉和信各股东对其持股比例不变，公司认缴出资额由人民币 6,132 万元 变更为人民币 3,066 万元，仍为其控股股东，持股比例为 60%。同时，中嘉和信营业期 限由 2006 年 6 月 16 日至 2026 年 6 月 15 日变更为长期。 根据《深圳证券交易所创业板股票上市规则》《北京首都在线科技股份有限公司章 程》等有关规定，上述变更事项已履行公司内部审批程序，无需提交公司董事会和股东 会审议。本次变更事项不构成关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 ...

首都在线公告称，控股子公司中嘉和信近日完成工商变更登记。其注册资本由10220万元减至5110万 元，公司认缴出资额由6132万元变为3066万元，仍持股60%。营业期限由2006年6月16日至2026年6月15 日变更为长期。该变更已履行内部审批程序，不构成关联交易和重大资产重组，不会使公司合并报表范 围变化，也不会对财务和经营有重大影响，利于产业布局和资源配置。 ...