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]

Core Insights - The financial industry is undergoing a digital transformation, with futures trading moving towards comprehensive intelligence, exemplified by Guoyuan Futures' collaboration with UCloud to create a new generation of financial intelligence [1] Group 1: Digital Infrastructure Development - Guoyuan Futures faced challenges with its original virtualization architecture, which lacked resource elasticity and was complex to maintain. UCloud provided a private cloud platform, UCloudStack, to build a secure and compliant cloud infrastructure [2] - Over three years, Guoyuan Futures evolved from a single-region private cloud to a nationwide multi-region "one cloud" and then to a hybrid cloud architecture, achieving a sixfold increase in business launch efficiency [2] Group 2: AI Integration and Applications - With a mature cloud foundation, UCloud assisted Guoyuan Futures in integrating the domestic large model DeepSeek, embedding AI capabilities into core business scenarios [3] - Applications include an intelligent employee assistant for business insights and report generation, an intelligent customer service system for real-time responses, and intelligent operations and development support for system analysis and code optimization [3] Group 3: Long-term Collaboration and Future Directions - The partnership between UCloud and Guoyuan Futures has expanded from IaaS resource construction to PaaS capability empowerment and AIGC scenario co-creation, covering the complete value chain from infrastructure to intelligent applications [4] - Future collaboration will focus on hybrid cloud management, AI investment advisory, and intelligent risk control, further expanding the integration of cloud computing and AI in the financial sector [4]

Macro News - The State Council has approved the launch of comprehensive reform pilot projects for market-oriented allocation of factors in 10 regions, including Beijing's sub-center and several key cities in Jiangsu and Zhejiang provinces, over the next two years [1][3] - Mexico plans to impose a 50% tariff on imports from China and other countries, with China's Ministry of Foreign Affairs expressing strong opposition to such measures [1][3] - The People's Bank of China and Bank Indonesia have initiated a bilateral currency settlement framework and QR code interoperability project, expected to be fully operational by 2025 [3] Industry News - A report from the Ministry of Natural Resources indicates that the Dadonggou gold mine in Liaoning Province has an estimated gold resource of nearly 1,500 tons, potentially becoming another world-class gold mine in China [4] - Morgan Stanley's latest report shows that U.S. investors' interest in the Chinese market has reached its highest level since 2021, maintaining high interest in both index investments and thematic opportunities [4] - Tesla's Model Y L is sold out for October, with expected delivery for new orders pushed to November [5] - The National Internet Information Office is actively addressing issues that disrupt the business network environment, targeting illegal online activities related to enterprises [5] - OPEC's monthly report indicates that the average oil production of OPEC+ in August was 42.4 million barrels per day, an increase of 509,000 barrels per day from July [6] - The Hangzhou government has released a charter to regulate the online delivery industry, promoting fair competition and prohibiting unfair practices [6] Company News - China Shipbuilding Industry Corporation has completed the share swap and absorption merger with China Shipbuilding Industry Group, with new shares listed on September 16 [8] - Chipone Technology announced plans to acquire shares of Chipone Technology, with a record high of 1.205 billion yuan in new orders signed from July 1 to September 11, of which 64% are related to AI computing power [8] - Transsion Holdings announced that shareholders plan to transfer 2% of the company's shares [9] - Jinpu Garden announced that shareholders plan to reduce their holdings by no more than 4.58% of the company's shares [10] - Youke Technology announced that the actual controller intends to transfer 5.13% of the company's shares at a price of 19.74 yuan per share [11] - Xinchun Technology stated that it maintains a good long-term cooperative relationship with Oracle [14]

Group 1 - The core point of the announcement is that the controlling shareholder and actual controller of UCloud (优刻得), Mo Xianfeng, along with Hua Kun, plan to transfer part of their shares to the private fund "Taiying Kaiyang No. 1" managed by Shanghai Taiying Private Fund Management Co., Ltd. [1] - The transfer involves 23.4285 million unrestricted circulating shares, accounting for 5.13% of UCloud's total share capital, with Mo Xianfeng and Hua Kun each transferring nearly 2.57% of the total share capital [1] - The share transfer price is set at 19.74 yuan per share, totaling 462 million yuan, with the funds sourced from the acquirer [1] Group 2 - After the transfer, the shareholding structure shows that Ji Xinhua holds 11.14% of the total share capital, remaining unchanged, while Mo Xianfeng and Hua Kun's holdings decrease to 2.57% each, resulting in a combined holding of 16.27% for the three individuals post-transfer [1] - The purpose of the share transfer is primarily driven by the personal funding needs of Mo Xianfeng and Hua Kun, while the acquirer, Taiying Kaiyang No. 1, has a background in the cloud computing ecosystem, which may support UCloud's further development in niche industry segments [1] Group 3 - Taiying Kaiyang No. 1 is a private fund managed by Shanghai Taiying Private Fund Management Co., Ltd., established on May 14, 2015, with a business term until May 13, 2035, and a registered capital of 10 million yuan [2] - The fund's management structure includes Huang Huabin holding 51% and Fuzhou Qingshi Future Information Technology Co., Ltd. holding 49%, focusing on private securities investment fund management services [2] Group 4 - The agreement stipulates that the acquirer is not allowed to reduce their holdings of the transferred shares within 12 months after the completion of the transfer registration [4] - UCloud is actively working on integrating its AI ecosystem across the entire industry chain, focusing on four major areas: foundational models, industry models, AI agents/robots, and AI applications, with AI revenue accounting for 31.54% in the first half of the year [4] - In the first half of the year, UCloud achieved operating revenue of 791 million yuan, a year-on-year increase of 8.37%, while the net profit attributable to shareholders was -79.6484 million yuan, an increase of 28.8012 million yuan compared to the same period last year [4]