9月19日，优刻得盘中下跌2.02%，截至13:54，报25.23元/股，成交4.31亿元，换手率4.13%，总市值 115.13亿元。 资金流向方面，主力资金净流出1089.34万元，特大单买入1948.97万元，占比4.52%，卖出2651.18万 元，占比6.14%；大单买入1.15亿元，占比26.67%，卖出1.19亿元，占比27.56%。 优刻得今年以来股价涨80.47%，近5个交易日跌3.22%，近20日跌10.72%，近60日涨12.89%。 今年以来优刻得已经8次登上龙虎榜，最近一次登上龙虎榜为2月14日，当日龙虎榜净买入1791.86万 元；买入总计3.37亿元 ，占总成交额比6.49%；卖出总计3.19亿元 ，占总成交额比6.15%。 资料显示，优刻得科技股份有限公司位于上海市杨浦区隆昌路619号10#B号楼201室，成立日期2012年3 月16日，上市日期2020年1月20日，公司主营业务涉及中立第三方云计算服务商,为客户打造一个安全、 可信赖的云计算服务平台。主营业务收入构成为：公有云50.63%，混合云35.41%，云通信8.26%，私有 云2.75%，解决方案及其他1.90%，边缘 ...

中国基金报 晨曦 9月18日上午，华为昇腾概念股行情火热。利和兴（301013）盘中封住20cm涨停，股价再创新高。 东华软件（002065）涨停，信安世纪、兴图新科、星环科技涨超10%，大华股份（002236）、开勒股份 （301070）、天源迪科（300047）、优刻得等跟涨。 | ( | | 华为昇腾 | | | | --- | --- | --- | --- | --- | | | | 1725.616 1.50% | | | | 成分股 | 新闻 | 资金 | F10 | 岸动 | | 名称代码 | | 最新价 | 涨跌幅 ◆ | 涨跌额▶ | | 利和兴 | | 29.23 | 19.99% | 4.87 | | 301013.SZ | | | | | | 信安世纪 | | 16.17 | 12.06% | 1.74 | | 科创 688201.SH | | | | | | 兴图新科 | | 31.83 | 11.76% | 3.35 | | 科创 688081.SH | | | | | | 星环科技-U | | 64.53 | 10.69% | 6.23 | | 科创 688031.SH | | ...

Group 1 - Huawei Ascend concept stocks have seen a significant rise, with Lihexing hitting a 20% limit up and reaching a new high [1] - Donghua Software also reached the limit up, while Xingtuxinke increased by over 10% [1] - Other companies such as Xinghuan Technology, YKDE, Tianyuandike, Zhizhen Technology, and Yuntianlefei also experienced gains [1]

当前，能源化工企业面临市场竞争激烈、资源能源利用率偏低、高端制造技术迭代等挑战，加快能源转 型与数字化转型成为实现绿色化发展的关键路径。作为内资、中立、安全的云计算科创板上市公司， UCloud 优刻得凭借全栈式云计算解决方案，为能源化工行业打造自主可控的数字底座，助力企业高效 上云与绿色化升级。 在能源化工行业，UCloudStack 私有云与 USDP 智能大数据平台已成功落地实践。国内某著名电气企业 的新能源公司，在新疆开展光伏太阳能电池原材料多晶硅生产，其用电综合控制系统需实时采集分析大 量 IoT 设备用电数据，对网络延时与系统稳定性要求极高。优刻得通过 "私有云 + 大数据" 整合方案， 为其解决偏远地区业务管理难题：依托 UCloudStack 搭建统一安全的数字底座，有效降低网络延时；基 于 USDP 构建数据分析中台，实时采集耗电数据并修正异常值，实现耗电趋势分析与电量精准预测， 助力企业节能降耗，推进工业绿色化探索。 除能源化工领域外，优刻得私有云解决方案还广泛应用于制造行业。如世界 500 强企业建龙集团，基于 UCloudStack 打造总部中心云与钢厂分支云一体化平台，优刻得为其集团 ...

Core Insights - The global chip industry is experiencing a new wave of technological iteration and market growth driven by advancements in artificial intelligence, smart driving, and industrial intelligence [1] - Domestic chip research and manufacturing have become a strategic focus in national technological competition, emphasizing the need for independent development [1] Group 1: Challenges in Chip Design - The chip design process faces increasingly complex simulation and verification tasks, requiring high computational power, storage performance, and resource flexibility [1] - Traditional self-built data center models are struggling to meet the rapid iteration demands due to limitations in scalability, high costs, and complex operations [1] Group 2: UCloud's Solutions - UCloud has developed a centralized "computing power zone" at the Shanghai Qingpu Intelligent Computing Center, supporting rapid delivery and private deployment of over a thousand physical servers [2] - This zone provides high-performance GPU/CPU servers and low-latency networks, enabling a hybrid cloud architecture that connects securely with clients' local data centers [2] - UCloud's solutions allow chip companies to flexibly allocate resources based on project progress, significantly reducing cost pressures from idle computing power and shortening product development cycles [2] Group 3: High-Performance Storage Development - UCloud has independently developed the UPFS parallel file storage product, which addresses the I/O performance, scalability, and stability demands of EDA tools during chip design [3] - UPFS offers microsecond-level latency and terabyte-per-second throughput, supporting linear performance and capacity expansion even with increasing parallel tasks [3] - The product has been successfully implemented in several chip companies' simulation environments, enhancing their ability to conduct large-scale netlist simulations and physical verifications [3] Group 4: Comprehensive Support for Chip Localization - UCloud provides extensive support for chip companies across various dimensions, including network, security, and operations [4] - The Qingpu Intelligent Computing Center offers high-quality network access and low-latency transmission, while UCloud's self-developed UXR hybrid cloud gateway cluster enables T-level cross-cloud network forwarding [4] - UCloud's chip cloud solutions have served numerous leading domestic chip design firms, covering a range of fields from autonomous driving chips to AI acceleration chips, facilitating the entire development process from architecture exploration to prototype verification [4] Group 5: Commitment to Future Development - UCloud is committed to the rise of domestic chips through continuous innovation and iteration of foundational infrastructure [4] - The company plans to increase investment in high-performance computing, storage, and chip cloud solutions, optimizing resource scheduling and ecosystem service capabilities [4] - UCloud aims to support the construction of a secure, efficient, and open research environment for China's chip industry, achieving critical breakthroughs in global technological competition [4]

南方财经9月15日电，优刻得（688158.SH）9月11日公告，根据立信会计师事务所出具的专项审核报 告，该公司乌兰察布数据中心项目（一期和二期）在2020至2024年承诺期内累计实现净利润8,762.84万 元，低于承诺目标14,780.21万元（承诺值的80%），未达成业绩承诺。根据上市时约定，实际控制人季 昕华、莫显峰及华琨需向公司支付现金补偿共计6,017.37万元，三人将按持股比例分别承担3,131.08万 元、1,443.14万元和1,443.14万元。补偿款项预计在公告披露后30日内完成。 9月12日公司再次公告，股东莫显峰和华琨与上海太盈私募基金管理有限公司（代表"太盈开阳一号私募 证券投资基金"）签署协议，转让其持有的公司无限售流通股合计2,342.85万股（占总股本的5.13%）， 转让价格为19.74元/股，总价款约4.62亿元。 2025年上半年，公司实现营业收入7.91亿元，同比增长8.37%；归属于上市公司股东的净利润 为-7,964.84万元，较上年同期收窄2,880.12万元。净利润同比改善主要得益于收入增长和折旧费用减 少。 ...

Core Insights - The article emphasizes the transition of enterprise data analysis from "offline lagging" to "real-time agility" in the context of data becoming a core production factor [1] - The Lakehouse architecture is highlighted as a crucial solution for enterprises to unlock data value amidst the limitations of traditional data warehouse solutions [1][2] Group 1: Need for Lakehouse Architecture - Traditional data warehouses struggle with flexibility, scalability, and real-time processing due to the surge of unstructured data and the demand for real-time analysis [2] - Lakehouse architecture merges the benefits of data lakes and data warehouses, offering low-cost storage for heterogeneous data while maintaining transaction consistency and efficient querying [2] Group 2: USDP Platform Capabilities - The USDP platform provides comprehensive support from data integration, storage, processing to governance, significantly lowering the barriers for implementing Lakehouse architecture [3] - USDP includes enterprise-level distributed storage UCloudStor, which features high availability, strong consistency, and rapid scalability, addressing complex real-time data processing needs [6] Group 3: Customer Success Stories - Successful implementations of the USDP platform include a provincial tax bureau achieving unified data access and efficient analysis, enhancing data governance [4] - HuiZhi Pharmaceutical integrated R&D and sales data using Lakehouse architecture for precise decision-making and compliance reporting [4] - Domino's China optimized order scheduling and marketing strategies through real-time data capabilities, improving user experience and operational efficiency [4] Group 4: Future Directions - The company plans to continue investing in Lakehouse architecture, stream-batch integration, and AI integration to support digital transformation across key industries [8] - The transition from traditional data warehouses to Lakehouse architecture is framed as a significant shift in enterprise data strategy, enabling data-driven business growth [8]

优刻得科技股份有限公司 简式权益变动报告书 上市公司名称：优刻得科技股份有限公司 股票上市地点：上海证券交易所 股票简称：优刻得 股票代码：688158 信息披露义务人1：季昕华 通讯地址：上海市**** 股份变动性质：不变 信息披露义务人2：莫显峰 通讯地址：上海市**** 股份变动性质：股份减少（协议转让） 信息披露义务人3：华琨 通讯地址：上海市**** 股份变动性质：股份减少（协议转让） 签署日期：2025 年 9 月 12 日 优刻得科技股份有限公司 简式权益变动报告书 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购管理办法》"）、《公开发行证 券的公司信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《准 则 15 号》"）及相关法律、法规和规范性文件编写本报告书； 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突； 三、依据《证券法》、《收购管理办法》及《准则 15 号》的规定，本报告 书已全面披露信息披露义务人在优刻 ...

简式权益变动报告书 优刻得科技股份有限公司 上市公司名称：优刻得科技股份有限公司 股票上市地点：上海证券交易所 股票简称：优刻得 股票代码：688158 信息披露义务人名称：上海太盈私募基金管理有限公司（代表"太盈开阳一 号私募证券投资基金"） 住所：上海市奉贤区星火开发区莲塘路251号8幢 通讯地址：上海市浦东新区银城路117号瑞明大厦17楼06室 股份变动性质：股份增加（协议转让） 签署日期：2025 年 9 月 12 日 优刻得科技股份有限公司 简式权益变动报告书 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购管理办法》"）、《公开发行证 券的公司信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《准 则 15 号》"）及相关法律、法规和规范性文件编写本报告书； 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突； 三、依据《证券法》、《收购管理办法》及《准则 15 号》的规定，本报告 书已全面披露信息披露义务人在优刻得科技股份 ...

Core Viewpoint - The article emphasizes the rapid integration of large model technology with industry applications, highlighting UCloud's commitment to building a robust AI cloud service infrastructure to support various sectors in China [1] Group 1: Infrastructure Development - UCloud is constructing two major intelligent computing centers in Inner Mongolia and Shanghai to meet the high computational demands of large model training and inference, forming a collaborative architecture of "East Data West Computing" [2] - The Ulanqab center leverages favorable climate and energy conditions to support large-scale training tasks, significantly reducing model training costs for clients [2] - The Qingpu center focuses on high-speed, low-latency inference scenarios, catering to industries like finance and brain science that require real-time processing [2] Group 2: Model as a Service (MaaS) Ecosystem - UCloud is actively building a MaaS ecosystem by collaborating with multiple model vendors and algorithm partners to create an open and compatible model marketplace, enabling one-click deployment for users [3] - The company offers an integrated large model solution for private deployment, addressing data security and compliance needs, thus lowering the technical barriers for AI application in various sectors [3] Group 3: Commitment to Independent R&D - UCloud prioritizes independent research and development as a core strategy, having established a domestic intelligent computing cluster to support the development and large-scale application of domestic large models [4] - The company promotes the "Computing Power Partner Program" to create an integrated platform for computing resource supply and service, enhancing resource utilization efficiency and making AI technology more accessible [4] Group 4: Long-term Vision for AI Integration - UCloud believes in the value of AI being applied in real-world scenarios to empower businesses, and plans to increase investment in intelligent computing infrastructure and industry solutions to drive deeper integration of AI technology [5]