本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 云赛智联股份有限公司（以下简称：公司、云赛智联）董事会十二届十六 次会议书面通知于2025年4月18日发出，并于2025年4月25日以通讯表决方式召 开会议。会议应出席董事7人，实际出席董事7人。会议由公司董事长黄金刚先 生主持，公司监事会成员及高级管理人员列席了本次会议。本次会议符合《公 司法》、《上海证券交易所股票上市规则》和《公司章程》等有关法律、法规 的要求，所做决议合法有效。 证券代码：600602 证券简称：云赛智联 编号：临 2025-019 900901 云赛 B 股 云赛智联股份有限公司 十二届十六次董事会会议决议公告 特此公告。 云赛智联股份有限公司董事会 二〇二五年四月二十六日 会议审议并通过了《云赛智联2025年第一季度报告》。 该报告已经公司董事会审计与合规委员会审议通过。 表决结果：7票赞成，0票反对，0票弃权。 详见同日披露的《云赛智联2025年第一季度报告》。 ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥1,410,416,169.56, a decrease of 2.07% compared to ¥1,425,259,492.75 in the same period last year[5] - Net profit attributable to shareholders decreased by 29.03% to ¥42,122,266.98 from ¥60,015,547.36 year-on-year[5] - Basic and diluted earnings per share fell by 27.91% to ¥0.031 from ¥0.044 in the previous year[6] - The weighted average return on net assets decreased by 0.391 percentage points to 0.880% from 1.294%[6] - Total operating revenue for Q1 2025 was CNY 1,410,416,169.56, a decrease of 2.3% from CNY 1,440,194,460.08 in Q1 2024[22] - Net profit for Q1 2025 was CNY 45,508,225.46, a decline of 21.1% compared to CNY 57,745,509.60 in Q1 2024[23] - Earnings per share for Q1 2025 were CNY 0.031, down from CNY 0.043 in Q1 2024[23] Cash Flow and Liquidity - The net cash flow from operating activities was negative at -¥437,045,694.41, indicating a continued cash outflow[5] - Cash flow from operating activities for Q1 2025 was negative CNY 437,045,694.41, slightly worse than negative CNY 434,982,900.86 in Q1 2024[26] - Cash received from investment activities in Q1 2025 was CNY 31,692,396.59, significantly lower than CNY 630,058,330.00 in Q1 2024[26] - The company reported a significant decrease in cash flow from investment activities, with a net cash flow decline of approximately 30% compared to the previous period[27] - The cash balance at the beginning of the period was $2.11 billion, reflecting a substantial decrease in liquidity[27] Assets and Liabilities - Total assets at the end of the reporting period were ¥7,698,785,583.59, down 2.50% from ¥7,842,397,292.65 at the end of the previous year[6] - Total current assets as of March 31, 2025, amount to ¥4,717,730,342.15, an increase from ¥4,563,626,505.96 as of December 31, 2024[17] - Total liabilities decreased to ¥2,486,748,596.55 from ¥2,696,688,143.64, reflecting a reduction of about 7.8%[18] - Total liabilities decreased to CNY 2,790,544,185.78 in Q1 2025 from CNY 2,993,701,846.92 in Q1 2024[19] - Non-current assets totaled ¥2,981,055,241.44, down from ¥3,332,310,722.71[18] Shareholder Information - Total number of common shareholders at the end of the reporting period is 238,010[13] - The largest shareholder, Shanghai Yidian (Group) Co., Ltd., holds 383,337,947 shares, representing 28.03% of total shares[13] - The company's equity attributable to shareholders increased slightly by 0.22% to ¥4,793,709,428.96 from ¥4,752,460,865.60[6] - Total equity increased slightly to CNY 4,908,241,397.81 in Q1 2025 from CNY 4,902,235,381.75 in Q1 2024[19] Business Developments - The decrease in net profit was primarily due to a decline in business and interest income[11] - The company completed the acquisition of a 79.1991% stake in Shanghai Yidian Analysis Instrument Co., Ltd. on February 5, 2025[7] - The company has no significant new product or technology developments reported in the conference call[15] - There are no changes in the shareholder structure or significant financing activities reported during the period[14] Other Financial Metrics - Non-recurring gains and losses amounted to ¥3,426,926.90 after tax adjustments[10] - Cash and cash equivalents decreased to ¥1,712,133,621.62 from ¥2,268,054,421.36[17] - Accounts receivable increased to ¥1,042,669,736.05 from ¥786,709,332.89, indicating a growth of approximately 32.5%[17] - The company reported a decrease in inventory, with total inventory at ¥1,278,455,997.73 compared to ¥1,279,179,682.57[17] - Deferred income increased to CNY 26,095,999.75 in Q1 2025 from CNY 21,857,713.53 in Q1 2024[19] - Cash paid for purchasing fixed assets in Q1 2025 was CNY 25,342,966.78, compared to CNY 82,567,110.95 in Q1 2024[26] Management and Governance - The management team includes key personnel such as Huang Jingang and Tang Qing, responsible for accounting oversight[27] - The company did not execute any new accounting standards or interpretations that would affect the financial statements for the current year[27]

Market Overview - The Shanghai Composite Index fell by 0.07% on April 25, with 21 out of the 28 sectors experiencing gains, led by utilities and telecommunications, which rose by 1.36% and 1.15% respectively [1] - The computer industry also saw an increase of 0.78% [1] Capital Flow Analysis - The net inflow of capital in the two markets was 4.975 billion yuan, with 14 sectors experiencing net inflows [1] - The computer industry had the highest net inflow of 3.368 billion yuan, followed by utilities with a net inflow of 1.581 billion yuan [1] Computer Industry Performance - Within the computer sector, 336 stocks were tracked, with 227 stocks rising and 100 stocks declining [2] - The top stock in terms of net capital inflow was Tuowei Information, which saw an inflow of 1.750 billion yuan, followed by Yunsai Zhili and Meiri Interactive with inflows of 365 million yuan and 281 million yuan respectively [2] - The stocks with the highest net outflows included Yanshan Technology, Sifang Jingchuang, and Zhongke Shuguang, with outflows of 168 million yuan, 147 million yuan, and 89.81 million yuan respectively [2][3] Top Gainers in Computer Sector - The top gainers in the computer sector included: - Tuowei Information: +10.01% with a turnover rate of 16.82% and a capital flow of 1.750 billion yuan - Yunsai Zhili: +5.61% with a turnover rate of 11.04% and a capital flow of 364.72 million yuan - Meiri Interactive: +5.43% with a turnover rate of 25.08% and a capital flow of 281.30 million yuan [2] Top Losers in Computer Sector - The top losers in the computer sector included: - Yanshan Technology: -1.16% with a turnover rate of 3.95% and a capital outflow of 167.94 million yuan - Sifang Jingchuang: -4.40% with a turnover rate of 16.27% and a capital outflow of 146.70 million yuan - Zhongke Shuguang: +0.03% with a turnover rate of 1.25% and a capital outflow of 89.81 million yuan [3]

智通财经4月25日电，拓维信息封涨停，此前鸿博股份、天娱数科涨停，宏景科技、云赛智联、迈信 林、并行科技、铜牛信息、优刻得均涨超5%。 算力租赁概念持续拉升 拓维信息涨停 ...

A股DeepSeek概念股表现活跃，天娱数科涨停，每日互动涨超9%，卫宁健康、云赛智联等个股上涨。 ...

Core Viewpoint - The company, YunSai ZhiLian, will participate in the 2024 Annual Shanghai Stock Exchange Main Board Artificial Intelligence Collective Performance Briefing on April 30, 2025, to discuss its 2024 annual report and the first quarter of 2025 [2][3]. Group 1: Event Details - The performance briefing is scheduled for April 30, 2025, from 14:00 to 17:00 [4]. - The event will take place at the Shanghai Stock Exchange Roadshow Center and will be available via video live stream and online interaction [4][5]. - Investors can submit questions from April 24 to April 28, 2025, and the company will address common concerns during the briefing [2][5]. Group 2: Participants - Key participants in the briefing include General Manager Weng Junqing, Independent Director Li Yuanqin, Chief Accountant Tang Qing, and Secretary of the Board Zhang Xing [4][5]. Group 3: Contact Information - For inquiries, investors can contact the Board Office via phone at 021-34695838 or 021-34695939, or email at stock@inesa-it.com [6].

证券代码：600602 证券简称：云赛智联 编号：临2025-018 900901 云赛 B 股 云赛智联股份有限公司 关于参加 2024 年度沪市主板人工智能专题 集体业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： （ http://roadshow.sseinfo.com ） 及 上 海 证 券 报 · 中 国 证 券 网 路 演 中 心 （https://roadshow.cnstock.com） 会议召开方式：上证路演中心视频直播和网络互动 投资者可于 2025 年 4 月 24 日（星期四）至 28 日(星期一)16:00 前登录上证 路演中心网站首页点击"提问预征集"栏目或通过公司邮箱：stock@inesa-it.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 云赛智联股份有限公司（以下简称：云赛智联、公司）已于 2025 年 3 月 27 日披露公司 2024 年年度报告，将于 2025 年 4 月 26 日披露公司 2025 年第一季度 报告，为便于广大投 ...

该股最近90天内共有7家机构给出评级，买入评级6家，增持评级1家；过去90天内机构目标均价为 31.61。 根据2025基金Q1季报公募基金重仓股数据，重仓该股的公募基金共3家，其中持有数量最多的公募基金 为万家基金的万家人工智能混合A。万家人工智能混合A目前规模为19.51亿元，最新净值2.1151(4月18 日)，较上一交易日下跌0.65%，近一年上涨3.3%。该公募基金现任基金经理为耿嘉洲。耿嘉洲在任的基 金产品包括:万家远见先锋一年持有期混合A，管理时间为2023年7月11日至今，期间收益率为-12.58%； 万家成长优选混合A，管理时间为2024年2月8日至今，期间收益率为18.42%；万家汽车新趋势混合A， 管理时间为2024年2月8日至今，期间收益率为13.4%。 万家人工智能混合A的前十大重仓股如下： 证券之星消息，4月21日云赛智联(600602)涨6.07%，收盘报22.35元，换手率6.58%，成交量70.72万手， 成交额15.49亿元。该股为DeepSeek概念股、区块链、国产软件、智慧政务、云计算数据中心、大数 据、数字经济、东数西算/算力、阿里巴巴概念股、智慧城市、国资云、互联网 ...

金十图示：2025年04月21日（周一）中国科技互联网公司市值排名TOP 50一览 | 42 | | 万国数据 | 41.74 | | | --- | --- | --- | --- | --- | | 43 | | 岩山科技 | 41.16 | 2 | | 44 | | 中国民航信息网络 | 40.86 | | | 45 | INESA | 云赛智联 | 40.14 | 1 | | 46 | | 新大陆 | 38.94 | 1 ( | | 47 | | 网宿科技 | 36.88 | 11 | | 48 | | 广联达 | 34.97 | 2 1 | | 49 | | 巨人网络 | 34.91 | 2 | | 50 | | 光环新网 | 34.28 | -1 | 每日根据市值计算出前50名公司,美元港元按照当日汇率中间价折算 @ JIN10.COM 金十数据 | 一个交易工具 | 8 | | 京东 | 504.58 | | | --- | --- | --- | --- | --- | | 9 | | 中芯国际 | 473.13 | | | 10 | | 目度 | 283.92 | 1 t | | 11 | ...

我问完之后 周深可直接发言 谢谢 本次会议仅面向国胜证券的专业投资机构客户或受邀客户会议中嘉宾的发言内容仅代表其个人观点国胜证券研究人员的发言内容仅代表当局的判断具体请参见完整版的研究报告未经国胜证券事先书面许可任何机构或个人严禁录音、转发及相关解读涉嫌违反上述情形的我们将保留追究相关方法律责任的权利 公司领导好 各位评论者好我们今天非常有幸邀请到了云散智联的张总为我们做一个总体公司经营情况包括行业趋势的一个解读研究 现在的话我们国生证券也正好在厦门这边开策略会总体来说我们的主题还是非常的看好AI以及数据经济的综合发展的那您在的话不管是在智能算力还是说AI应用以及咱们上海数据要素应该来说都是有非常普及的卡位那么我们现在就有请张总为我们先做一下简单的介绍张总请问听得到吗听得到好 大家下午好我是银塞智联的董立三星星我下面就跟大家简单介绍一下我们银塞智联的业务基本业务情况银塞智联是一下以云服务大数据解决方案和智能产品为主要业务的信息化服务企业那么云服务大数据板块是我们第一大板块 那么二二年那个云服务大数据板块占我们云塞支联总营收的57%那么我们把云服务大数据板块分成三个领域云服务领域大数据领域和IDC服务领域那么我 ...