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港股异动 | 云知声(09678)盘中涨超10% 公司大模型业务增长得到验证 AI临床诊断与医保降费应用潜力较大
智通财经网· 2026-02-10 03:15
Core Viewpoint - Cloud Wisdom (09678) has seen a significant stock price increase, with a rise of over 10% during trading, currently at 319.6 HKD, with a trading volume of 338 million HKD. This surge is attributed to a research report from Zhongsheng Group highlighting the company's strong industry barriers and growth potential in the medical sector [1]. Group 1 - The company has established partnerships with top-tier hospitals such as Peking Union Medical College Hospital, Beijing Friendship Hospital, and Hunan Xiangya Hospital, covering 40% of the top 100 hospitals in China [1]. - The report emphasizes that the vast and specialized data assets in vertical fields will form the company's core competitive advantage, supported by high-quality data training that creates an efficient data flywheel [1]. - The potential applications of the company's extensive data in reducing costs for medical insurance and commercial health insurance are noted as significant opportunities [1]. Group 2 - Revenue for Cloud Wisdom is expected to accelerate over the next three years, with projected revenues of 1.236 billion, 1.923 billion, and 2.918 billion HKD for 2025, 2026, and 2027, respectively, reflecting growth rates of 31.6%, 55.6%, and 51.7% [1]. - The company is anticipated to achieve profitability by 2026, driven by validated growth in its large model business and significant potential in AI clinical diagnosis and medical insurance cost reduction applications [1]. - A price-to-sales (PS) valuation of 25 times is assigned for 2026, with a target price set at 750.58 HKD [1].
港股人工智能股再度拉升,云知声涨超13%
Mei Ri Jing Ji Xin Wen· 2026-02-10 02:02
Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong's artificial intelligence stocks, indicating a positive market trend in this sector [2] - Cloud Wisdom (云知声) saw an increase of over 13%, reflecting strong investor interest and confidence in its performance [2] - Other companies such as Reading Group (阅文集团), Zhiyun (智谱), and MINIMAX-WP experienced gains exceeding 6%, showcasing a broader rally in AI-related stocks [2] - Companies like Zhihu (知乎), Kuaishou (快手), and Horizon Robotics (地平线机器人) also reported increases of over 4%, further emphasizing the momentum in the AI market [2]
云知声(09678) - 翌日披露报表
2026-02-09 12:00
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 雲知聲智能科技股份有限公司 (於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2026年2月9日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 | | 是 | | | | 證券代號 (如上市) | 09678 | 說明 | H股 | | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | | 已 ...
云知声(09678) - 章程
2026-02-09 11:56
雲知聲智能科技股份有限公司 公司章程 二零二六年二月修訂 | 第一章 | 總則 | 1 | | --- | --- | --- | | 第二章 | 經營宗旨及範圍 | 3 | | 第三章 | 股份 | 4 | | 第四章 | 股份增減和回購 | 8 | | 第五章 | 股東名冊 | 10 | | 第六章 | 股東的權利和義務 | 12 | | 第七章 | 股東會 | 16 | | 第八章 | 董事會 | 33 | | 第九章 | 董事會秘書 | 45 | | 第十章 | 總經理及其他高級管理人員 | 46 | | 第十一章 | 財務會計制度與利潤分配和審計 | 48 | | 第十二章 | 合併、分立、增資、減資、解散和清算 | 52 | | 第十三章 | 修改章程 | 58 | | 第十四章 | 通知 | 59 | | 第十五章 | 附則 | 60 | 第一章 總 則 第一條 為 維 護 雲 知 聲 智 能 科 技 股 份 有 限 公 司(以 下 簡 稱「公 司」或「本 公 司」)、公司股東、職工和債權人的合法權益,規範公司的組織和行 為,根據《中華人民共和國公司法》(以下簡稱「《公司法》」)、《中華 人民共 ...
云知声(09678) - 根据一般授权配售新H股之交割及修订《公司章程》
2026-02-09 11:48
雲知聲智能科技股份有限公司 ( 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ) 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。 本公告僅供參考,並不構成收購、購買或認購任何證券的邀請或要約,亦並非擬用作邀請提 出相關要約或邀請。本公告或其任何副本概不得直接或間接帶入美國或於美國(包括其領土 及屬地、美國任何州及哥倫比亞特區)派發。尤其是,本公告並不構成亦並非在美國或其他 地方出售證券的要約或招攬購買或認購證券的任何要約。除非已根據1933年美國證券法(經 修訂)登記或獲豁免登記,否則證券不得在美國提呈發售或出售。於美國進行的任何證券公 開發售將僅以招股章程的方式進行,該招股章程可向發行人或出售證券持有人取得,並載有 發行人及管理層的詳細資料以及財務資料。本公司無意於美國公開發售本公告所述證券。 UNISOUND AI TECHNOLOGY CO., LTD. (股份代號:9678) 根據一般授權配售新H股之交割 及 修訂 ...
中盛集团:首次覆盖云知声(09678)予“买入”评级 目标价750.58港元
智通财经网· 2026-02-09 03:06
Core Viewpoint - Zhongsheng Group predicts that Yunzhisheng (09678) will experience accelerated revenue growth over the next three years, with projected revenues of 1.236 billion, 1.923 billion, and 2.918 billion yuan for 2025, 2026, and 2027 respectively, representing growth rates of 31.6%, 55.6%, and 51.7%, and expects the company to achieve profitability in 2026 [1] Group 1 - Yunzhisheng is a pioneer in AGI technology in China, being one of the first companies to commercialize deep learning voice technology and integrate multimodal technology [2] - The company has developed a matrix of multimodal large models and specialized industry large models, with its UniGPT-Med ranking first in three projects in the latest MedBench 4.0 evaluation, demonstrating a hallucination rate of less than 3%, leading the industry [2] Group 2 - The company has established partnerships with top-tier hospitals such as Peking Union Medical College Hospital and Hunan Xiangya Hospital, covering 40% of the top 100 hospitals in China, creating a solid competitive advantage through its vast medical data assets [3] - The high-quality data training forms an efficient data flywheel, with significant application potential in medical insurance and commercial health insurance cost reduction [3] Group 3 - The company employs a dual-platform strategy, utilizing MaaS for high-end clients through private deployment of regional/industry large models, while SaaS focuses on standardized applications for small and medium clients, facilitating commercial monetization [4] Group 4 - The smart living business continues to grow steadily, with multimodal interactions implemented in various transportation sectors, and deep collaborations with leading companies like TCL and Gree in the home appliance sector [5] - Smart cockpit solutions have been widely adopted in mainstream vehicle models such as SAIC's Zhiji L6 and Geely's Xingrui [5]
中盛集团:首次覆盖云知声予“买入”评级 目标价750.58港元
Zhi Tong Cai Jing· 2026-02-09 03:04
Core Viewpoint - Zhongsheng Group predicts that Cloud Wisdom (09678) will experience accelerated revenue growth over the next three years, with expected revenues of 1.236 billion, 1.923 billion, and 2.918 billion yuan for 2025, 2026, and 2027 respectively, representing growth rates of 31.6%, 55.6%, and 51.7%, achieving profitability in 2026 [1] Group 1: Company Overview - Cloud Wisdom is a pioneer in AGI technology in China, being one of the first companies to commercialize deep learning voice technology and integrate multimodal technology [2] - The company has developed a matrix of multimodal large models and specialized industry large models, with its UniGPT Med ranking first in three projects in the latest MedBench 4.0 evaluation, demonstrating a hallucination rate of less than 3% [2] Group 2: Industry Position and Data Advantage - The company has established partnerships with top-tier hospitals such as Peking Union Medical College and Hunan Xiangya, covering 40% of the top 100 hospitals in China, leveraging vast amounts of specialized data to create a competitive advantage [3] - The high-quality data utilized for training forms an efficient data flywheel, with significant potential applications in medical insurance and commercial health insurance cost reduction [3] Group 3: Business Model and Commercialization - The company employs a dual-platform strategy, with MaaS focusing on high-end clients through private deployment of regional/industry large models, while SaaS targets small and medium clients with standardized applications for scalable delivery [4] - This approach establishes technical and situational barriers, facilitating accelerated commercialization [4] Group 4: Growth in Smart Living Business - The company has seen steady growth in its smart living business, with multimodal interactions implemented in various transportation sectors, and deep collaborations with leading companies like TCL and Gree in the home appliance sector [5] - Smart cockpit solutions have been widely adopted in mainstream vehicles such as SAIC's Zhiji L6 and Geely's Xingrui [5]
271 万、智能问答大单:云知声‌(中)
Xin Lang Cai Jing· 2026-02-03 12:46
Group 1 - The core point of the article is the announcement of a procurement project by PICC Property and Casualty for the year 2025, which involves the purchase of a total of 2,200 person-days of labor, including 500 person-days for first-level personnel and 1,700 person-days for second-level personnel [1][1][1] - The project is related to the establishment of a knowledge intelligent answering system, with specific requirements detailed in the tender documents [1][1][1] - The winning candidate for the project, announced on January 30, 2026, is Cloud Wisdom Intelligent Technology Co., Ltd., with a bid amount of 2,714,000 yuan [1][1][1] Group 2 - The procurement demand is stated to be an estimated requirement, with the actual execution to be defined in the contract [1][1][1] - The tender number for the project is XM26JSGP, and it falls under the category of human resource procurement [1][1][1] - The announcement indicates that only one candidate was selected for this procurement project [1][1][1]
云知声(09678) - 截至二零二六年一月三十一日止股份发行人的证券变动月报表
2026-02-03 08:33
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: 雲知聲智能科技股份有限公司 (於中華人民共和國註冊成立的股份有限公司) 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 | H | | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09678 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 41,621,883 | RMB | | 1 | RMB | | 41,621,883 | | 增加 / 減少 (-) | | | 780,000 | | | | RMB | | 780,000 | | 本月底結存 | | | 42,401,883 | RMB | | 1 | R ...
云知声(09678) - 根据一般授权配售新H股
2026-02-03 00:10
UNISOUND AI TECHNOLOGY CO., LTD. 雲知聲智能科技股份有限公司 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。 本公告僅供參考,並不構成收購、購買或認購任何證券的邀請或要約,亦並非擬用作邀請提 出相關要約或邀請。本公告或其任何副本概不得直接或間接帶入美國或於美國(包括其領土 及屬地、美國任何州及哥倫比亞特區)派發。尤其是,本公告並不構成亦並非在美國或其他 地方出售證券的要約或招攬購買或認購證券的任何要約。除非已根據1933年美國證券法(經 修訂)登記或獲豁免登記,否則證券不得在美國提呈發售或出售。於美國進行的任何證券公 開發售將僅以招股章程的方式進行,該招股章程可向發行人或出售證券持有人取得,並載有 發行人及管理層的詳細資料以及財務資料。本公司無意於美國公開發售本公告所述證券。 ( 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ) (股份代號:9678) 根據一般授權配售新H股 獨家整體協調人 ...