Guanghuan New Network (300383.SZ): Net profit of 164 million yuan in the first quarter decreased 5.5% year-on-year
On April 24, Gelonghui | Guanghuan New Network (300383.SZ) released its first quarter report. Operating revenue was 1,978 million yuan, up 5.25% year on year, net profit was 164 million yuan, down 5.5% year on year, after deducting 165 million yuan in non-net profit, down 5.18% year on year, with basic earnings of 0.09 yuan per share.
Guanghuan New Network (300383.SZ): Does not involve “copper high-speed connection” services
Gelonghui, April 1 | Guanghuan New Network (300383.SZ) said on the investor interactive platform that the company's main business is Internet data center business and cloud computing business, not involving the “copper cable high-speed connection” business mentioned in your question.
Guanghuan New Network (300383.SZ): 2023 net profit of 388 million yuan, plans to distribute 10 to 1 yuan
Gelonghui March 29 | Guanghuan Xinwang (300383.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 7.855 billion yuan, an increase of 9.24%; net profit attributable to shareholders of listed companies was 388 million yuan, turning a year-on-year loss into a profit; net profit of 374 million yuan after deducting non-recurring gains and losses to shareholders of listed companies; basic earnings per share of 0.22 yuan; and plans to distribute a cash dividend of 1.00 yuan (tax included) for every 10 shares to all shareholders.
Guanghuan New Network (300383.SZ): The company is not involved in digitized assets
Gelonghui March 19 | Guanghuan New Network (300383.SZ) said on the investor interactive platform that the company is not involved in digitized assets.
Guanghuan New Network (300383.SZ): The first phase of the Tianjin Baodi Cloud Computing Center project has completed civil construction
Gelonghui, Feb. 23丨An investor asked Guanghuan Xinwang (300383.SZ) on the investor interactive platform, “When is the completion of the first phase of the Tianjin Baodi Project?” The company replied that the first phase of the company's Tianjin Baodi Cloud Computing Center project has been completed. The project will continue to advance later construction work according to customer needs, and gradually put into operation according to market conditions and customer needs.
Guanghuan New Network (300383.SZ): Currently, the computing power center has about 300P computing power to provide computing power services for some users
Gelonghui, Feb. 2 | Guanghuan New Network (300383.SZ) said on the investor interactive platform that the company's main business is Internet data center business and cloud computing business. In August 2023, the company officially launched the computing power business, which can provide high-standard and diversified intelligent computing power infrastructure services for high-tech industries such as artificial intelligence and big models. Currently, the computing power center has a computing power scale of about 300P to provide computing power services for some users.
Halo New Network (300383.SZ): Does not involve VR or MR
Gelonghui, January 22丨Guanghuan New Network (300383.SZ) said on the investor interactive platform that the company's main business is Internet data center business and cloud computing business, and does not involve VR or MR. The company serves customers in various fields such as the world's top 500 enterprises, high-end manufacturing, FMCG, finance, e-commerce, the Internet, education, government and enterprises.
Guanghuan New Network (300383.SZ): The company operates Amazon Web Services cloud computing services in the Beijing region
Gelonghui, January 4 | Guanghuan New Network (300383.SZ) said on the investor interactive platform that the company operates Amazon Web Technology's Beijing regional cloud computing service and uses the company's infrastructure in Beijing and surrounding regions to provide services to customers in China.
Aura New Network (300383.SZ): The company has not yet commissioned a third party agency to conduct ESG ratings
On December 20, Gelonghui (300383.SZ) stated on the investor interactive platform that the company has always attached great importance to environmental protection, social responsibility and corporate governance, and has continued to actively disclose ESG information in recent years. For details, please refer to the relevant sections of the annual report and the social responsibility report. The company will continue to improve the level of ESG management and continuously promote the company's high-quality development. The company has not yet commissioned a third party agency to conduct ESG ratings.
Aura New Network (300383.SZ): The computing center has deployed the Nvidia A800 eight-card module server, the H800 eight-card module server, and is also equipped with an AMD module server
On December 8, Gelonghui (300383.SZ) said on the investor interactive platform that at present, the company's computing center has deployed the Nvidia A800 eight-card module server, the H800 eight-card module server, and is also equipped with an AMD module server. The subsidiary Guanghuan Cloud Data provides users with a variety of heterogeneous computing power scheduling platforms to provide users with computing power support for large-scale user training.
Guanghuan New Network (300383.SZ): Currently, the company's computing power platform business is still in the initial stage of piloting
On November 28, Guanghuan Xinwang (300383.SZ) said on the investor interactive platform on November 28 that at present, the company's computing power platform business is still in the pilot phase. There are risks such as uncertain server order times and untimely AI server deployment and launch, which in turn affect the pace of computing power business progress. It is not expected to have a significant impact on the company's performance in 2023. The future impact on the company's performance will depend on factors such as customer demand and computing power service scale.
Guanghuan Xinnet (300383.SZ): Plans to jointly invest with controlling shareholders to build an intelligent computing/cloud computing base project in Malaysia
On November 27, Gelonghui (300383.SZ) announced that the company plans to jointly invest with the controlling shareholder Zhoushan Baihuida Venture Capital Partnership (Limited Partnership) (“Baihuida”) to build an intelligent computing/cloud computing base project in Malaysia. The company and Parkway each plan to set up wholly-owned subsidiaries SPV1 and SPV2 overseas, and then SPV1 will invest 75% of about 78.5 million US dollars (about 563.48 million yuan), using the central exchange rate announced by the People's Bank of China authorized by the People's Bank of China on October 30, 2023:1 US dollar = 71,781 yuan
Guanghuan Xinnet (300383.SZ): The computing power platform business is currently still in the early stages of piloting, and is not expected to have a significant impact on the performance in 2023
Gelonghui November 8: Some investors asked Guanghuan Xinwang (300383.SZ) on the investor interactive platform, “Your company has built a computing power center, how many P is the current computing power? What is the computing power of future plans? How much is it exactly? “Investors need a certain right to know,” the company replied that the company's computing power platform business is currently still in the early stages of the pilot. There are risks such as uncertain server order times and untimely deployment and launch of AI servers, which in turn affect the pace of development of the computing power business. It is expected that it will not have a significant impact on the performance in 2023. The impact on the company's performance in the future will depend on customer demand and
Halo New Network (300383.SZ): Net profit of 101 million yuan in the third quarter increased 27.42% year-on-year
Glonghui, Oct. 23: Guanghuan Xin.com (300383.SZ) announced its report for the third quarter of 2023. Operating income for the reporting period was 2.134 billion yuan, up 14.08% year on year; net profit attributable to shareholders of listed companies was 101 million yuan, up 27.42% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 101 million yuan, up 24.99% year on year; basic earnings per share.
Aura New Network (300383.SZ): Currently, 50,000 cabinets have been put into production
Glonghui, September 25 | Guanghuan Xin.com (300383.SZ) stated on the investor interactive platform that the company's main business is the Internet data center business and cloud computing business. The company's Internet data center business covers seven cities and regions, including Beijing, Shanghai, Tianjin, Hebei Yanjiao, Hunan, and Hangzhou, Zhejiang, forming a national strategic layout with Beijing as the center, Beijing-Tianjin-Hebei, Shanghai as the center, the Yangtze River Delta, and Changsha as the starting point to promote business development in central and western China. At present, 50,000 cabinets have been put into production, and after the project is fully delivered, it will have an operating scale of more than 110,000 cabinets.
Halo New Network (300383.SZ): Liquid-cooled construction costs are relatively high
GLONGHUI September 6th 丨 Some investors asked Guanghuan Xin.com (300383.SZ): What are the current liquid cooling applications in the company's data center? Guanghuan Xin.com replied: On the one hand, the overall design idea of a liquid-cooled data center is quite different from traditional data centers, and it is difficult to transform a data center that has already been put into production into a liquid-cooled data center. On the other hand, it also needs to meet customer needs. The construction cost of liquid cooling is relatively high, and there are also requirements for servers. We are also actively cooperating with customers in experimenting with liquid cooling technology on a small scale. Whether it will be promoted on a large scale in the future still depends on customer needs.
Halo New Network (300383.SZ): Subsequent companies will continue to invest in H800 eight-card module servers with higher performance configurations
GLONGHUI September 6th 丨 Some investors asked Guanghuan.com (300383.SZ): What advantages does the company have in terms of AI? Guanghuan Xin.com replied: Currently, we are actively experimenting with the transformation of traditional IDC into an intelligent computing center. This is based on our judgment on future market development, as well as the advantages of the company's existing network resources, data center resources, and cloud computing resources. The company's computing power center uses the Nvidia A800 eight-card module server to launch high-performance computing power services for industry customers. At the same time, it also provides users with multiple heterogeneous computing power scheduling platforms, and gradually builds a multi-brand intelligent computing service system structure. Subsequent companies will continue to invest
Guanghuan New Network (300383.SZ): It is expected that the pressure on supply and demand will continue for some time
GLONGHUI, September 6丨Some investors asked Guanghuan.com (300383.SZ): The impact of macroeconomics and various policies, and the pressure on the Internet and education industries all have an impact on the demand side. What is the current supply-side situation? Guanghuan Xin.com replied: In the context of the digital economy, the state encourages the development of new infrastructure. Under market orientation and policy dividends, a large amount of capital has entered the data center industry, which has led to rapid growth on the supply side. Also, due to tight demand side, judging from the supply side, judging from the supply relationship, it is currently in a state of short-term imbalance, market competition is intensifying, and order price pressure is increasing. At the same time, industry policies continue to be accepted
Guanghuan New Network (300383.SZ): Providing customers with more comprehensive and high-quality services through data center transformation
GLONGHUI, September 6丨Some investors asked Guanghuan Xin.com (300383.SZ): Currently, leading Internet companies are building their own data centers. Does it have much impact on the company's business? Guanghuan Xin.com replied: Some of our data centers are indeed facing a situation where some customers have dropped their leases. On the one hand, we are actively integrating resources to try to transform into intelligent computing centers, and on the other hand, we provide customers with more comprehensive and high-quality services through data center transformation.
Guanghuan Xin.com (300383.SZ): Amazon Cloud Technology (China)'s business development in the Beijing region is steady, and performance is growing
Glonghui, September 6, 丨 When surveyed by an agency, Glonghuan Xin.com (300383.SZ) said that in terms of cloud computing business, Amazon Cloud Technology (China), which is operated by the company, is developing steadily in the Beijing regional business, performance is growing, and the two sides continue to maintain a friendly and cooperative relationship. SaaS services based on search engine data monitoring, performance evaluation, and intelligent delivery carried out by Wushuang Technology have been greatly impacted by the slowdown in economic growth and industry policy adjustments. By actively adjusting the customer structure, expanding new business directions, and striving to improve performance, Wushuang Technology's overall revenue scale in the first half of the year has begun to rise steadily
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