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优刻得-W(688158)每日收评(03-27)
He Xun Cai Jing· 2025-03-27 09:26
优刻得-W688158 25.79 元 时间: 2025年3月27日星期四 38.65分综合得分 偏弱 趋势方向 主力成本分析 24.81 元 当日主力成本 过去一年内该股 涨停 5日主力成本 28.89 元 20日主力成本 24.00 元 60日主力成本 周期内涨跌停 4次 跌停 0 次 技术面分析 28.16 短期压力位 24.94 短期支撑位 中期压力位 24.94 中期支撑位 股价跌破短期支撑位,短线观望为宜; 股价跌破中期支撑位,中期主力资金做多意愿不强,以观望为 宜 K线形态 ★三只乌鸦★ 可能见顶回落 ★双飞乌鸦★ 行情将见顶回落 资金流数据 37.20 关联行业/概念板块 互联网服务 -0.85%、边缘计算 -0.94%、人工智能 -0.59%、云计算 -0.87%等 (以上内容为自选股写手差分机完成,仅作为用户看盘参考,不能作为操作依据。) 风险提示:以上内容仅作为作者或者嘉宾的观点,不代表和讯的任何立场,不构成与和讯相关的任何投 资建议。在作出任何投资决定前,投资者应根据自身情况考虑投资产品相关的风险因素,并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性 ...
破发股优刻得连亏5年 2020年上市2募资共26亿元
Zhong Guo Jing Ji Wang· 2025-03-26 03:20
破发股优刻得连亏5年 2020年上市2募资共26亿元 中国经济网北京3月26日讯优刻得(688158.SH)近日披露的2024年度业绩快报显示,公司去年实现营业收入150,577.38万元,同 比减少0.63%,实现归属于母公司所有者的净利润-23,744.97万元,实现归属于母公司所有者的扣非净利润-24,382.72万元。 2020年、2021年、2022年和2023年,优刻得实现归属于上市公司股东的净利润-3.43亿元、-6.33亿元、-4.13亿元和-3.43亿元, 公司最近5年均亏损。 | 主要会计数据 | 2023年 | 2022年 | 本期比上年 | 2021年 | | --- | --- | --- | --- | --- | | | | | 同期增减(%) | | | 营业收入 | 151.527.89 | 197.221.87 | -23.17 | 290. 124. 73 | | 扣除与主营业务无关的业务收入 | 150.536.73 | 196.630.51 | -23.44 | 289. 316. 15 | | 和不具备商业实质的收入后的营 | | | | | | 业收入 | | | ...
优刻得(688158) - 优刻得科技股份有限公司关于持股5%以上股东减持股份计划公告
2025-03-14 12:03
证券代码:688158 证券简称:优刻得 公告编号:2025-006 优刻得科技股份有限公司 关于持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示: 大股东持股的基本情况 截至本公告披露日,优刻得科技股份有限公司(以下简称"公司")股东中 移资本控股有限责任公司(以下简称"中移资本")持有公司股份 23,537,521 股,占公司总股本 5.19%,其中 18,005,895 股为 IPO 前取得的股份,已于 2021 年 1 月 20 日起解禁上市流通;5,531,626 股为 IPO 战略配售取得的股份,已于 2021 年 7 月 20 日起解禁上市流通。 减持计划的主要内容 上述减持主体无一致行动人。 上述减持主体自上市以来未减持股份。 中移资本拟通过集中竞价、大宗交易及其他上海证券交易所认可的合法方式 减持其所持有的公司股份不超过 6,796,425 股,即不超过公司总股本的 1.50%。 减持期间自本公告披露之日起 15 个交易日后的 3 个月内进行,减 ...
优刻得:股东中移资本拟减持公司不超1.5%股份
Zheng Quan Shi Bao Wang· 2025-03-14 11:41
人民财讯3月14日电,优刻得(688158)3月14日晚间公告,公司持股5.19%的股东中移资本控股有限责任 公司(简称"中移资本")拟通过集中竞价、大宗交易等方式减持其所持有的公司股份不超过679.64万 股,即不超过公司总股本的1.5%。 ...
优刻得-W分析师会议-2025-03-14
Dong Jian Yan Bao· 2025-03-13 23:30
调研基本情况 调研对象:优刻得-W 所属行业:互联网服务 调研行业:互联网服务 参与调研的机构:安信基金、国开泰富、上海复胜资产、亥鼎云 天、中再资管等 / | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 | | | 例体位次数 4 | 24/40 33 | | FININ EXIAN, BENN, LEWI | | | 極力集团 | | | · 例计以上的 8 | 品机构管 23 | 接待时间:2025-03-09 优刻得-W分析师会议 调研日期:2025年03月09日 上市公司接待 ...
优刻得20250309
2025-03-09 13:19
Summary of Conference Call on AI Agent and Cloud Computing Industry Overview - The conference call primarily discusses the rapid development of the AI agent sector and its integration with cloud computing technologies, highlighting significant advancements in domestic AI capabilities and the increasing demand for cloud resources [3][4][8]. Key Points and Arguments 1. **Rapid Development of AI Agents**: The AI agent sector is experiencing rapid growth, particularly in industry models and reasoning capabilities, with significant potential for future applications [4][8]. 2. **Increased Computational Demand**: AI agents require substantial computational power, with token consumption expected to increase by 10 to 100 times, leading to higher GPU usage and cloud resource demands [4][10]. 3. **Strengthening of Domestic AI Technologies**: Companies like Huawei are enhancing AI agent functionalities by integrating 5G-A technology with hardware and cloud computing, indicating a robust domestic development in AI technologies [4][8]. 4. **Cloud Computing Resource Requirements**: AI agents necessitate powerful cloud computing resources, including multiple cloud hosts for task processing and extensive IP address support for data scraping [6][10]. 5. **Market Concentration in Cloud Computing**: The cloud computing market is expected to become more concentrated, favoring companies with strong technological and resource capabilities [17][18]. 6. **Focus on Data Center Development**: The company plans to accelerate data center construction, increase server procurement, and boost R&D investments to meet the growing demands of AI agents and large models [19][27]. 7. **Collaboration with AI Companies**: The company supports AI-focused firms by providing computational power and resources, rather than directly developing AI agents [12][15]. 8. **Emergence of New Application Scenarios**: There is potential for new application scenarios beyond web-based AI, including mobile and cloud computer applications, which could significantly increase computational demand [24][26]. 9. **MCP Protocol's Impact**: The Model Context Protocol (MCP) is expected to enhance the efficiency and accuracy of AI agents by standardizing API calls, allowing for broader integration with various tools [22]. 10. **Investment Opportunities in AI Agents**: The company sees significant investment opportunities in AI agents, particularly in cloud phones and cloud computers, which are anticipated to drive exponential demand for cloud computing resources [26][27]. Additional Important Insights - **Challenges in AI Agent Development**: The successful deployment of AI agents hinges on resolving issues related to model processing capabilities, API connectivity, and data privacy [16]. - **Strategic Partnerships**: The company emphasizes the importance of strategic partnerships with smaller teams to foster innovation and development in the rapidly evolving AI landscape [26]. - **Market Dynamics**: Recent changes in the cloud computing sector, such as Alibaba's increased capital expenditure and NetEase's exit from the public cloud business, indicate a shifting landscape where only committed players will thrive [17][18].
优刻得(688158) - 2024 Q4 - 年度业绩
2025-02-27 10:20
Financial Performance - In 2024, the company achieved total operating revenue of 1,505.77 million yuan, a decrease of 0.63% year-on-year[6] - The operating profit improved to -224.42 million yuan, an increase of 35.30% compared to the previous year[6] - The total profit was -228.94 million yuan, reflecting a growth of 33.78% year-on-year[6] - The net profit attributable to the parent company was -237.45 million yuan, a year-on-year increase of 30.72%[6] - The basic earnings per share improved to -0.52 yuan, a 31.04% increase compared to the previous year[8] Profitability and Efficiency - The gross profit margin increased from 11.11% to 20.74%, representing a rise of 9.63 percentage points[8] - The company reduced sales, management, and R&D expenses by 25.83 million yuan compared to the previous year, enhancing operational efficiency[8] Assets and Equity - Total assets at the end of the reporting period were 3,373.19 million yuan, a decrease of 11.28% from the beginning of the period[5] - The equity attributable to the parent company was 2,390.53 million yuan, down 9.15% from the beginning of the period[5] Strategic Focus - The company focused on high-quality development strategies, optimizing revenue structure and enhancing profitability through investments in AIGC and data center operations[8]
国盛计算机-国内智算需求起来了吗-优刻得
-· 2025-02-17 08:27
Summary of Conference Call Records Industry and Company Involved - The conference call primarily discusses the advancements and implications of **DeepSeek**, a new AI technology, within the **Chinese technology and AI industry**. It highlights the impact on various sectors, including cloud computing and chip manufacturing. Core Points and Arguments 1. **DeepSeek's Impact on China's Tech Position** DeepSeek has significantly enhanced China's standing in the global tech arena, potentially increasing the valuation of companies like Alibaba from 60 to 80 points, which will affect valuation systems across US, Hong Kong, and A-shares [2][4]. 2. **Open Source Model Benefits** The open-source nature of DeepSeek allows companies, especially state-owned enterprises and government units, to deploy AI solutions internally, ensuring data security and reducing costs, thus broadening AI application [2][5]. 3. **Acceleration of AI Application** DeepSeek's characteristics, such as low cost and private deployment, are accelerating the adoption of AI applications, with listed companies already conducting gray tests [3][5]. 4. **Chip Industry Growth** The domestic chip industry is on the verge of a significant breakthrough, with companies like Huawei and MiniMax actively adapting to large models, indicating a robust growth trajectory [3][7]. 5. **Cloud Computing Opportunities** Cloud computing companies are expanding their services to meet the rising demand for AI large models, providing distributed computing APIs and localized training services for financial institutions and government entities [3][9]. 6. **Shift in Demand for AI Resources** The demand for AI inference is expected to surpass training needs, with projections indicating that by 2025, the ratio of inference to training will be 9:1, highlighting a shift in resource allocation [3][10]. 7. **Client Demand Dynamics** There is a growing demand from three main client groups: enterprises replacing OpenAI APIs to cut costs, local governments seeking to optimize their resources, and enterprises requiring integrated AI solutions [11][10]. 8. **DeepSeek R1's Advantages** DeepSeek R1 excels in data organization, intelligence, and local deployment, significantly enhancing client willingness to adopt and integrate the technology into their operations [10][13]. 9. **AI Technology Acceptance in Enterprises** Acceptance of AI technology varies among different roles within companies, with technical staff more inclined to adopt AI, while mid-level employees may resist due to perceived job security concerns [15]. 10. **Future of AI Business Models** The AI business model landscape is still evolving, with a need for further exploration of profitability and operational strategies as the market matures [21][22]. Other Important but Overlooked Content 1. **Competition in Cloud Services** Future competitiveness in cloud services will hinge on capabilities related to large models, including deployment, training, and service capabilities, rather than just infrastructure [18][20]. 2. **Long-term Profitability Concerns** While short-term profitability in the cloud computing sector is expected to rise, long-term sustainability may be challenged by intense competition and unclear business models [20][23]. 3. **Emerging Players in AI** The AI landscape may see new entrants alongside established players like Peet and DeepMind, indicating a dynamic and competitive environment [21]. 4. **Open Source's Role in Leveling the Playing Field** Open source is diminishing the advantages of large corporations, allowing smaller firms to leverage cloud resources effectively, emphasizing the importance of neutrality and service quality [22]. 5. **Trends in the Chinese AI Market** The Chinese AI market is witnessing widespread adoption across various industries, mirroring trends seen in the US, which is a positive development for the sector [24].
优刻得20250216
21世纪新健康研究院· 2025-02-16 15:23
Summary of Conference Call Notes Company and Industry Involved - **Company**: 优刻得 (UCloud) - **Industry**: AI and Cloud Computing, specifically focusing on domestic chip development and large model deployment Core Points and Arguments - **Investment Opportunities from DeepCache**: The emergence of DeepCache presents significant investment opportunities for domestic chips, driven by accelerated technological iterations, increased cloud computing demand, and rapid development of domestic chip R&D and deployment [3][4] - **Collaboration with Huawei**: The company is deepening its collaboration with Huawei to optimize large model operation efficiency by utilizing idle computing card resources from local state-owned assets [3][5] - **Local Data Center Development**: There is a surge in self-built data centers across regions, with various types of computing cards being utilized, including NVIDIA and Huawei cards, addressing challenges such as low utilization of idle computing power [3][6] - **Trend of Localized Deployment**: Localized deployment is becoming a trend, enhancing data security and processing efficiency by integrating large models with local government data [3][11] - **Advantages of Domestic Inference Cards**: Domestic inference cards have advantages in technical thresholds, memory adjustments, and cost control, particularly the H20 card, which offers high cost-performance ratio [3][10] - **Private Deployment Trends**: Enterprises are increasingly adopting private deployment and integrated machine models to ensure data security and service reliability [3][12] - **Rapid Adoption of Large Models**: The rapid adoption of large models in China is attributed to the emergence of domestic models, reduced inference costs, and the integration of open-source models with industry data [3][13] - **Support from Tencent**: Tencent is actively supporting the domestic large model deployment by ordering a significant number of computing cards for large-scale applications [3][14] - **Globalization Opportunities**: Chinese companies are exploring globalization opportunities, leveraging local sovereignty AI and providing low-cost services similar to OpenAI [3][15] - **GPU Card Utilization Potential**: There is potential for increased GPU card usage and profit margins by extending usage hours beyond typical operational times [3][16] - **Cloud Computing Demand**: There is a noticeable increase in cloud computing demand, with the company facing GPU resource shortages [3][17] - **New Business Models**: The company has successfully implemented new business models, including international projects utilizing GPU management software [3][30] Other Important but Possibly Overlooked Content - **Challenges in Local Government and State-Owned Enterprises**: Local governments and state-owned enterprises face challenges in data security and local deployment, which the company aims to address through proprietary cloud solutions [3][7] - **Data Center Expansion Plans**: The company plans to expand its self-owned resources and data centers in Inner Mongolia and Shanghai, with the latter nearing operational readiness [3][33] - **Liquid Cooling Technology**: The application of liquid cooling technology is still limited in China, with future adoption dependent on market demand and technological maturity [3][35] - **Collaboration with Local Governments**: The company is exploring partnerships with local governments to enhance resource utilization and promote local industry development [3][37] - **Cost-Effectiveness of Low-Power IDC Cabinets**: Transforming low-power IDC cabinets in first-tier cities may be cost-prohibitive, suggesting a shift to second-tier cities for deployment [3][38]
优刻得(688158) - 优刻得科技股份有限公司关于股票交易异常波动暨严重异常波动公告
2025-02-14 11:17
证券代码:688158 证券简称:优刻得 公告编号:2025-004 优刻得科技股份有限公司 关于股票交易异常波动暨严重异常波动公告 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、准确性和完整性依法承担法律责任。 重要内容提示: 优刻得科技股份有限公司(以下简称"公司")股票于 2 月 12 日、2 月 13 日、2 月 14 日连续 3 个交易日内收盘价格涨幅偏离值累计超过 30%。根据 《上海证券交易所科创板股票上市规则》、《上海证券交易所交易规则》、《上海 证券交易所科创板股票异常交易实时监控细则》的有关规定,属于股票交易异 常波动情形。 公司股票连续 10 个交易日内出现 3 次同向异常波动情形,连续 30 个 交易日内收盘价格涨幅偏离值累计超过 200%。根据《上海证券交易所科创板股 票上市规则》《上海证券交易所交易规则》《上海证券交易所科创板股票异常交 易实时监控细则》的有关规定,属于股票交易严重异常波动情形。 经公司自查,并书面征询公司控股股东、实际控制人及其一致行动人, 截至本公告披露日,公司控股股东、实际控制人及其一致行动人不存在影响公 ...