云工场(02512)发布公告，朱文涛先生因寻求其他个人发展及职业规划，辞任公司执行董事，由2026年2 月26日起生效。 ...

格隆汇2月26日丨云工场(02512.HK)宣布，朱文涛因寻求其他个人发展及职业规划，辞任公司执行董 事，由2026年2月26日起生效。 ...

智通财经APP讯，云工场(02512)发布公告，朱文涛先生因寻求其他个人发展及职业规划，辞任公司执行 董事，由2026年2月26日起生效。 ...

（股份代號：2512） 董事名單與其角色及職能 自二零二六年二月二十六日起，雲工場科技控股有限公司董事（「董事」）會（「董事會」）成員 與其各自於董事會及董事委員會的角色及職能載列如下： 執行董事 雲 工 場 科 技 控 股 有 限 公 司 Cloud Factory Technology Holdings Limited （ 於開曼群島註冊成立的有限公司） 獨立非執行董事 鄭歧先生 許榮華女士 周茜茜女士 | | | 董事委員會 | | | --- | --- | --- | --- | | 董事 | 審核委員會 | 薪酬委員會 | 提名委員會 | | 孫濤先生 | | | C | | 蔣燕秋先生 | | | | | 季黎俊先生 | | M | | | 鄭歧先生 | M | C | M | | 許榮華女士 | C | | M | | 周茜茜女士 | M | M | | 附註： C 董事委員會主席 孫濤先生 （ 主席兼行政總裁） 蔣燕秋先生 季黎俊先生 M 董事委員會成員 香港，二零二六年二月二十六日 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不 發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 雲 工 場 科 技 控 股 有 限 公 司（「 本 公 司」）董 事（「 董 事」）會（「 董 事 會」）謹 此 宣 佈 ， 朱 文 濤 先 生 （「朱先生」）因尋求其他個人發展及職業規劃，辭任本公司執行董事，由二零二六年二月二 十六日起生效。 朱先生確認彼與董事會之間並無意見分歧，亦無有關其上述辭任的其他事宜須提請本公司 股東及香港聯合交易所有限公司垂注。 孫濤先生 雲 工 場 科 技 控 股 有 限 公 司 Cloud Factory Technology Holdings Limited 香港，二零二六年二月二十六日 （ 於開曼群島註冊成立的有限公司） （股份代號﹕2512） 執行董事辭任 董事會謹此感謝朱先生於任期內為本公司提供服務。 承董事會命 雲工場科技控股有限公司 主席、行政總裁兼執行董事 於本公告日期，董事會包括執行董事孫濤先生、蔣燕秋先生及季黎俊先生；以及獨立非執行董事鄭歧先生、 許榮 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 雲工場科技控股有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02512 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.00001 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.00001 | USD | | 50,000 | 本月底法定/註冊股本總 ...

Market Overview - The Hong Kong stock index experienced a "V" shaped movement, with the Hang Seng Index rising by 0.2% to 26,830.23 points, while the Hang Seng Tech Index fell by 1.32% to 5,453.46 points [1] - Major technology stocks declined, with Alibaba down 1.78%, Tencent down 3.09%, and JD Group down 0.45% [1] - Commercial aerospace stocks saw significant gains, with Asia Pacific Satellite rising over 9% [1] - Chinese brokerage stocks weakened, with CICC falling over 2% [1] - Gold and silver stocks rebounded, with WanGuo Gold rising over 6% and Luoyang Molybdenum up over 4% [1] Company News - Cloud Factory (02512.HK) secured a contract for the second phase of an AI industrial base project valued at RMB 520 million [2] - ZTE Corporation (00763.HK) plans to invest RMB 117 million in the Jianxing Zhanlu Fund to support innovation businesses and related industries [2] - XPeng Motors (09868.HK) delivered 20,011 new vehicles in January [3] - Laijin Entertainment (08172.HK) received authorization from Ant Group to become an official service provider for "Ant Treasure Box" [4] - Jun Dong Holdings (08277.HK) signed a timber harvesting and sales agreement with Jinda Forestry [5] - Universal Medical (02666.HK) plans to issue corporate bonds totaling up to RMB 1 billion [6] - Blue River Holdings (00498.HK) entered into a cooperation framework agreement with Energy Storage Investment Company [7] - China Merchants Jinling (00978.HK) reported a contract sales total of approximately RMB 32.308 billion for 2025, a year-on-year decrease of 23.91% [8] - Junsheng Tai Pharmaceutical (02511.HK) appointed Dr. Filip Surmont as Chief Medical Officer to strengthen its focus on cardiovascular and metabolic diseases [8] Institutional Insights - Huatai Securities noted a significant pullback in A-shares and Hong Kong stocks, driven by the "Wall Street" trading sentiment, leading to liquidity pressure [9] - The adjustment is seen as more technical and emotional, with a positive medium-term outlook for Chinese assets [9] - Galaxy Securities highlighted ongoing geopolitical risks and a decrease in expectations for Fed rate cuts, predicting continued volatility in Hong Kong stocks [9] - Recommended sectors include technology, energy, precious metals, and consumer stocks, which are expected to rebound as consumption policies increase ahead of the Spring Festival [9] - Huatai Securities indicated that the sentiment index has shifted from panic to optimism, suggesting that current volatility may persist but is more likely to be a pullback rather than a reversal [10]

Core Viewpoint - The domestic artificial intelligence infrastructure construction is transitioning from "demonstration deployment" to "scale operation," with significant projects like the one won by Cloud Factory Holdings (02512.HK) marking this shift [1][2] Group 1: Project Overview - Cloud Factory Holdings successfully won a project for AI infrastructure construction with a total amount exceeding RMB 500 million, representing a significant case in the domestic computing power infrastructure sector [1] - The project focuses on "computing power platform construction," including the deployment of tens of thousands of domestic computing clusters, unified management and scheduling of computing resources, and ongoing operational support for multiple industry applications [1] Group 2: Technological and Operational Insights - The project fully adopts domestic technology routes in its computing system and utilizes a heterogeneous computing scheduling platform for centralized management, which helps reduce common risks associated with system adaptation, operational complexity, and stability in practical applications [1] - The value of such projects extends beyond initial construction scale to include ongoing service capabilities and ecosystem attractiveness, supporting small and medium-sized AI enterprises and ensuring compatibility with multiple models and computing architectures [2] Group 3: Market Implications - The advancement of local computing infrastructure projects is becoming a crucial vehicle for the evolution of domestic computing power from "policy-driven" to "market-driven" [2] - The successful bid by Cloud Factory Holdings is seen as a recognition of its experience in infrastructure construction, heterogeneous computing management capabilities, and long-term operational service systems [2] - This project serves as a reference case for observing how domestic computing power can achieve large-scale deployment, stable operation, and sustainable operation in real commercial scenarios, with its subsequent operational effects and commercial conversion capabilities being a focal point for capital markets [2]

Major Events - Singularity Guofeng (01280) sold all shares of China Silver Ray (Hong Kong) Investment Holdings Limited at zero cost [1] - ZTE Corporation (00763) plans to invest 117 million yuan to subscribe to Jianxing Zhanlu Fund shares [1] - Cloud Factory (02512) subsidiary won the bid for the second phase of the artificial intelligence industry base project [1] - CSPC Pharmaceutical Group (01093) received drug registration approval for Chlorpheniramine Lactate Injection [1] - Derin Holdings (01709) reported a Bitcoin balance of 84.555 BTC as of January 31 [1] - Baiguoyuan Group (02411) diluted its stake in Baiguoyuan Commercial Management to 51.02%, with core management investing to enhance new business layout [1] Operating Performance - XPeng Motors-W (09868) delivered 20,011 new vehicles in January [1] - Ruipulan Jun (00666) issued a profit warning, expecting a net profit of approximately 630 million to 730 million yuan in 2025, turning from loss to profit [1] - China Merchants Jinling (00978) projected a total contract sales amount of approximately 32.308 billion yuan in 2025, a year-on-year decrease of 23.91% [1] - China National Building Material (03323) issued a profit warning, expecting a shareholder loss of approximately 2.3 billion to 4 billion yuan in 2025, turning from profit to loss [1]

Company News - China Merchants Jinling (00978.HK) reported a total contract sales of approximately 32.308 billion yuan for 2025, representing a year-on-year decrease of 23.91% [2] - ZTE Corporation (00763.HK) plans to invest 117 million yuan to subscribe to shares of Jianxing Zhanlu Fund, which aims to support a broader range of innovative businesses and upstream and downstream industry chain enterprises [2] - Cloud Factory (02512.HK) announced that its subsidiary won a bid for the second phase of the artificial intelligence industry base project, with a contract value of 520 million yuan [2] - XPeng Motors-W (09868.HK) delivered 20,011 new vehicles in January [3] - La Jiao Network Entertainment (08172.HK) announced that its subsidiary, La Jiao Zhongbo, received authorization from Ant Group to become the "official service provider" for "Ant Treasure Box" [3] - Jun Dong Holdings (08277.HK) signed a timber harvesting and sales agreement with Jinda Forestry through its subsidiary Hebei Linmu [3] - Global Medical (02666.HK) plans to issue corporate bonds with a total principal amount not exceeding 1 billion yuan [3] - Junsheng Tai Pharmaceutical-B (02511.HK) appointed Dr. Filip Surmont as Chief Medical Officer to strengthen its layout in chronic kidney and metabolic diseases (CKM) [3] - Blue River Holdings (00498.HK) entered into a cooperation framework agreement with Energy Storage Investment Company [3] Financing and Buyback Activities - Junda Co., Ltd. (02865.HK) completed a placement of 18.682 million shares, raising approximately 398 million HKD [4] - Xiaomi Group-W (01810.HK) repurchased 6 million shares for a total of 209 million HKD, with repurchase prices ranging from 34.54 to 35.00 HKD [4] - Country Garden Services (06098.HK) repurchased 1.8 million shares for a total of 11.346 million HKD, with repurchase prices between 6.26 and 6.35 HKD [5] - Vitasoy International (00345.HK) repurchased 1.682 million shares for a total of 11.7363 million HKD, with repurchase prices between 6.89 and 7 HKD [6] - Aikang Medical (01789.HK) plans to use up to 150 million HKD for share buybacks [7]