证券代码：600602 证券简称：云赛智联 编号：临 2025-013 900901 云赛 B 股 云赛智联股份有限公司 2024 年度利润分配方案公告 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个别及连带责任。 重要内容提示： 一、利润分配方案内容 （一）利润分配方案的具体内容 经上会会计师事务所（特殊普通合伙）审计，云赛智联股份有限公司（以下 简称：云赛智联、公司）2024 年合并口径归属于上市公司股东净利润为 202,393,510.64 元，母公司净利润为 193,018,648.70 元。根据《公司章程》，公 司拟按照母公司当年净利润的 10%提取法定盈余公积 19,301,864.87 元，不再提 取任意盈余公积。提取法定盈余公积后，2024 年母公司当年可供分配利润为 439,261,719.96 元。经董事会决议，公司 2024 年年度拟以实施权益分派股权登 记日登记的总股本为基数分配利润。本次利润分配方案如下： 公司拟向全体股东以总股本 1,367,673,455 股为基数，每 10 股派现金 0.45 元（含税） ...

Group 1 - The core point of the article is that Shanghai Technology Network Communication Co., Ltd., a subsidiary of YunSai ZhiLian, has successfully achieved the highest level 5 certification of the CMMI (Capability Maturity Model Integration) version 3.0 in the global software field, indicating its alignment with international standards in software organizational capability, software technology R&D capability, project management capability, and solution delivery capability [1]

Investment Rating - The report assigns a "Buy" rating to the company with a current price of 25.49 CNY and a reasonable value of 33.48 CNY per share [2]. Core Insights - The company, YunSai ZhiLian, is positioned to benefit from the growth in computing power and data elements, leveraging its strong background in cloud services, big data, and intelligent products [8]. - The demand for AI computing power is expected to double every 3.4 months, driven by the rapid evolution of AI applications [8]. - The company has made significant investments in data center infrastructure, with plans to have approximately 9,600 standard rack resources upon completion of its projects [8]. Summary by Sections Company Overview - YunSai ZhiLian is a specialized IT service provider focusing on cloud services, big data, and intelligent products, with a comprehensive business layout from "cloud" to "end" [12]. - The company is controlled by the Shanghai State-owned Assets Supervision and Administration Commission, with a concentrated shareholding structure [15]. Business Segments - The company operates three core business segments: cloud service big data, industry solutions, and intelligent products, aiming to provide comprehensive smart city solutions [23][24]. - The cloud service big data segment includes data center services, cloud solutions, and big data services for government and enterprise clients [23]. Financial Analysis - The company has shown consistent revenue growth, with revenues of 45.34 billion CNY in 2022 and 52.64 billion CNY in 2023, driven by advancements in digitalization and cloud services [28]. - The net profit for 2023 was 1.93 billion CNY, reflecting a 6.7% increase from 2022 [28]. - The gross margin for cloud service big data remained stable, while the industry solutions segment saw a decline in gross margin [30]. Market Trends - The AI application trend is expected to significantly increase the demand for computing power, with the global demand for computing resources projected to grow rapidly [47]. - The Chinese market for intelligent computing power is anticipated to reach 259 billion USD by 2025, with a growth rate of 36.2% [61]. Investment Recommendations - The report forecasts revenues of 57.25 billion CNY, 65.42 billion CNY, and 76.86 billion CNY for 2024, 2025, and 2026 respectively, with net profits of 2.1 billion CNY, 2.53 billion CNY, and 3.39 billion CNY [8]. - The valuation method used is the PS (Price to Sales) ratio, with a target PS of 7x for 2025, leading to a reasonable value of 33.48 CNY per share [8].

Investment Rating - The report assigns a "Buy" rating to the company with a current price of 25.49 CNY and a reasonable value of 33.48 CNY per share [2]. Core Insights - The company, YunSai ZhiLian, is positioned to benefit from the growth in computing power and data elements, leveraging its strong background in cloud services, big data, and intelligent products [8]. - The demand for AI computing power is expected to double every 3.4 months, indicating a robust growth trajectory for the industry [8]. - The company has made significant advancements in its IDC (Internet Data Center) layout, with plans to have approximately 9,600 standard rack resources upon completion of its projects [8]. Summary by Sections Company Overview - YunSai ZhiLian is a specialized IT service provider focusing on cloud services, big data, and intelligent products, with a comprehensive business layout from "cloud" to "end" [12]. - The company is controlled by the Shanghai State-owned Assets Supervision and Administration Commission, which provides a solid backing for its operations [15]. Business Segments - The company operates three core business segments: cloud service big data, industry solutions, and intelligent products, aiming to provide comprehensive smart city solutions [23]. - The cloud service big data segment includes data center services, cloud solutions, and big data services for government and enterprise clients [23][24]. Financial Analysis - The company has shown consistent revenue growth, with revenues of 45.34 billion CNY in 2022 and 52.64 billion CNY in 2023, driven by advancements in digital transformation [28]. - The net profit for 2023 was 1.93 billion CNY, reflecting a 6.7% increase from the previous year [28]. - The company's gross margin has remained stable, with the cloud service big data segment maintaining a gross margin of around 18.5% [30]. Market Trends - The AI application trend is clear, with a significant increase in computing power demand expected as AI applications accelerate [47]. - The domestic computing power market is rapidly developing, with policies supporting the growth of AI computing infrastructure [61]. - The report highlights that the market for intelligent computing power in China is projected to reach 259 billion USD by 2025, indicating substantial growth potential [61].

证券代码：600602 证券简称：云赛智联 编号：临2025-010 900901 云赛B 股 云赛智联股份有限公司 关于2024年度计提资产减值准备的公告 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个别及连带责任。 云赛智联股份有限公司（以下简称：云赛智联、公司）于 2025 年 3 月 11 日 召开十二届十四次董事会会议及十二届十三次监事会会议，会议审议并通过了 《关于 2024 年度计提资产减值准备的议案》，根据相关法律法规的规定，本次计 提资产减值准备事项无需提交公司股东大会审议。具体内容如下： 一、计提资产减值准备情况概述 为更加真实、准确反映公司 2024 年 12 月 31 日的财务状况以及 2024 年度的 经营成果，根据《企业会计准则》和公司会计政策等相关规定，公司及下属子公 司基于谨慎性原则，对 2024 年度财务报告合并报表范围内各类资产进行了清查、 分析和评估，公司对可能存在减值迹象的资产预计计提减值准备。经测算，公司 2024 年度预计计提信用减值损失和资产减值损失共计人民币 5,723.26 万元（以 ...

表决结果：3票赞成，0票反对，0票弃权。 为更加真实、准确反映公司2024年12月31日的财务状况以及2024年度的经 营成果，根据《企业会计准则》和公司会计政策等相关规定，公司及下属子公 司基于谨慎性原则，对2024年度财务报告合并报表范围内各类资产进行了清 查、分析和评估，公司对可能存在减值迹象的资产预计计提减值准备。经测 算，公司2024年度预计计提信用减值损失和资产减值损失共计人民币5,723.26 万元，相应减少公司合并税前利润总额5,723.26万元。具体减值项目、金额以 2024年度经审计的财务报告为准。 详见同日披露的《云赛智联关于2024年度计提资产减值准备的公告》（临 2025-010）。 | 证券代码：600602 | 证券简称：云赛智联 | 编号：临 2025-009 | | --- | --- | --- | | 900901 | 云赛 B股 | | 云赛智联股份有限公司 十二届十三次监事会会议决议公告 本公司监事会及全体监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）监事会 ...

| 证券代码：600602 | 证券简称：云赛智联 | 编号：临 2025-008 | | --- | --- | --- | | 900901 | 云赛 B股 | | 为更加真实、准确反映公司2024年12月31日的财务状况以及2024年度的经 营成果，根据《企业会计准则》和公司会计政策等相关规定，公司及下属子公 司基于谨慎性原则，对2024年度财务报告合并报表范围内各类资产进行了清 查、分析和评估，公司对可能存在减值迹象的资产预计计提减值准备。经测 算，公司2024年度预计计提信用减值损失和资产减值损失共计人民币5,723.26 万元，相应减少公司合并税前利润总额5,723.26万元。具体减值项目、金额以 2024年度经审计的财务报告为准。 详见同日披露的《云赛智联关于2024年度计提资产减值准备的公告》（临 2025-010）。 二、关于2025年度公司内部借款额度预计的议案 表决结果：7票赞成，0票反对，0票弃权。 云赛智联股份有限公司 十二届十四次董事会会议决议公告 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个别及连带责任 ...

Group 1 - On March 10, among the 31 primary industries tracked by Shenwan, 27 industries received net financing inflows, with 9 industries having net inflows exceeding 500 million yuan [1] - The electronics industry topped the list with a net inflow of 2.161 billion yuan, followed by machinery equipment, non-ferrous metals, power equipment, non-bank financials, defense and military, banking, chemicals, and automotive, with net inflows of 1.486 billion yuan, 1.063 billion yuan, 1.05 billion yuan, 717 million yuan, 690 million yuan, 637 million yuan, 602 million yuan, and 554 million yuan respectively [1] - A total of 1986 stocks received net financing inflows on March 10, with 87 stocks having net inflows exceeding 50 million yuan [1] Group 2 - Among the stocks, 26 had net financing inflows exceeding 100 million yuan [2] - Cambrian Technology led with a net inflow of 443 million yuan, followed by Haiguang Information, Yunsai Zhili, Shenghong Technology, Ziguang Guowei, CATL, Dongshan Precision, Shuanghuan Transmission, and Hikvision, with net inflows of 292 million yuan, 212 million yuan, 209 million yuan, 187 million yuan, 176 million yuan, 166 million yuan, 157 million yuan, and 155 million yuan respectively [2]

证券代码：600602 证券简称：云赛智联 编号：临2025-007 900901 云赛B 股 云赛智联股份有限公司 股票交易异常波动公告 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个别及连带责任。 重要内容提示： 云赛智联股份有限公司（以下简称：云赛智联、公司）A 股股票于 2025 年 3 月 5 日、3 月 6 日、3 月 7 日连续三个交易日内日收盘价格涨幅偏离值累计 超过 20%，构成《上海证券交易所交易规则》规定的股票交易异常波动情形。 经公司自查及征询控股股东，截至本公告披露日，公司及控股股东不存在应 披露而未披露的信息。 根据中证指数有限公司数据，截至 2025 年 3 月 6 日，软件和信息技术服务 业的行业市盈率为 70.99，行业市净率为 5.36；公司市盈率为 175.04，公 司市净率为 7.17。公司市盈率和市净率高于行业水平。公司 A 股股票 2025 年 3 月 5 日、3 月 6 日、3 月 7 日的换手率分别为 14.86%、14.67%、 20.63%，换手率较高。敬请广大投资者注意二级市场交易 ...

上海仪电(集团)有限公司 关于云赛智联股票交易异常波动征询函的回复 二、本公司截止目前不存在对云赛智联应披露而未披露的重大信息,包括但 不限于筹划涉及云赛智联的重大资产重组、股份发行、重大交易类事项、业务重 组、股份回购、股权激励、破产重整、重大业务合作、引进战略投资者等重大事 项; 三、本公司未在本次云赛智联股票交易异常波动期间买卖其公司股票。 特此函复。 你公司《关于云赛智联股票交易异常波动的征询函》已收悉,现就所征询事 项回复如下: 一、本公司目前生产经营正常,未发生重大异常情况; 云赛智联股份有限公司: ...