证券代码：688158 证券简称：优刻得 公告编号：2026-003 优刻得科技股份有限公司 关于部分募投项目延期的公告 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"）拟将 2020 年度向特定对 象发行股票的募投项目"青浦数据中心项目（一期）"的建设完成日期从 2026 年 1 月 24 日，延长至 2028 年 1 月 24 日。 本次延期仅涉及募投项目建设进度的变化，未改变募投项目的内容、实 施主体、投资用途、投资规模等，不会对募投项目的实施造成实质性影响。 本次关于公司部分募投项目延期事项无需提交公司股东会审议。 公司于 2026 年 1 月 14 日召开了第三届董事会第十次会议，审议通过《关于 公司部分募投项目延期的议案》，同意公司将"青浦数据中心项目（一期）"的建 设完成日期延长至 2028 年 1 月 24 日。保荐机构中国国际金融股份有限公司（以 下简称"保荐机构"）对上述事项出具了同意的核查意见。 一、募集资金基本情况概述 根据中国证券监督管理委 ...

证券代码：688158 证券简称：优刻得 公告编号：2026-004 优刻得科技股份有限公司 关于 2026 年度日常关联交易预计的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 是否需要提交股东会审议：是 日常关联交易对上市公司的影响：公司与关联方发生的日常关联交易遵 循公允、合理的原则，不存在损害公司及全体股东特别是中小股东利益的行为， 不会对关联方形成依赖，不会影响公司独立性。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 优刻得科技股份有限公司（以下简称"公司"）于 2026 年 1 月 14 日召开第 三届董事会第十次会议，审议通过了《关于公司 2026 年度日常关联交易预计的 议案》，本次日常关联交易预计金额合计为 3.68 亿元人民币，其中收入项为 1.18 亿元，支出项为 2.5 亿元。关联董事回避表决，出席董事会会议的非关联董事一 致同意该议案，审议程序符合相关法律法规的规定。 在提交董事会会议审议前，公司全体独立董事已就该议案召开了独立董事专 门会议，全体独立董事一致 ...

证券代码：688158 证券简称：优刻得 公告编号：2026-005 优刻得科技股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证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： 一、 召开会议的基本情况 （一） 股东会类型和届次 2026年第一次临时股东会 召开日期时间：2026 年 1 月 30 日 14 点 00 分 召开地点：上海市杨浦区隆昌路 619 号城市概念 11 号楼 1 楼会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2026 年 1 月 30 日 至2026 年 1 月 30 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 股东会召开日期：2026年1月30日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 （八） 涉及特别表决权股份享有的表决权数量与每一普通股份的表决 ...

会议应出席董事 8 名，实际出席 8 名，会议由董事长季昕华先生主持。会议的 召集和召开程序符合《中华人民共和国公司法》等国家相关法律法规、部门规章和 《优刻得科技股份有限公司章程》的有关规定，会议作出的决议合法、有效。 证券代码：688158 证券简称：优刻得 公告编号：2026- 002 优刻得科技股份有限公司 第三届董事会第十次会议决议公告 一、董事会会议召开情况 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。 优刻得科技股份有限公司（以下简称"公司"）第三届董事会第十次会议通知 及相关材料已于 2026 年 1 月 8 日以邮件等方式向全体董事发出。会议于 2026 年 1 月 14 日以通讯表决方式召开。 二、董事会会议审议情况 （一）审议通过《关于公司部分募投项目延期的议案》 公司本次募投项目延期，未改变募投项目的内容、实施主体、投资用途、投资 规模等，不会对募投项目的实施造成实质性影响，不会对公司正常的生产经营及业 务发展产生不利影响，不存在损害公司及全体股东利益的情形，符合公司长期规划， 符合中国证监会和上 ...

证券日报网讯 1月13日，优刻得在互动平台回答投资者提问时表示，脑虎科技既是公司的客户，也是公 司多年来共同成长的战略合作伙伴。自2022年起，优刻得与脑虎科技就建立了战略合作关系，共同推进 脑电数据的云端化处理。2023年，优刻得与脑虎科技、复旦大学附属华山医院共同入选上海市未来产业 脑机接口专家委员会成员单位，充分发挥在云计算、大数据、人工智能领域的先进优势，共同探索脑机 接口技术在医疗康复领域的应用。2024年以来，优刻得与脑虎科技进一步深化合作，共同参与了上海市 脑机接口领域的重大科研项目申报。双方联手研发"植入式言语合成脑机接口产品"，旨在帮助失语患者 恢复部分语言功能。目前，借助优刻得的高性能算力与可靠的数据存储能力，脑虎科技已成功搭建了 GPU算力平台和语料数据管理系统。云计算是AI时代重要的基础设施，作为国内领先的中立第三方云 计算服务商，优刻得一方面将智能算力高效、精准地提供给千行百业的企业客户，另一方面充分发挥自 身算力运营优势和技术研发能力，与部分前沿行业的重点客户开展多维度合作，共同探索AI应用场景 和商业闭环路径，努力推动AI解决实际问题、创造经济价值。 （编辑 丛可心） ...

格隆汇1月13日丨优刻得(688158.SH)在投资者互动平台表示，脑虎科技既是公司的客户，也是公司多年 来共同成长的战略合作伙伴。自2022年起，优刻得与脑虎科技就建立了战略合作关系，共同推进脑电数 据的云端化处理。2023年，优刻得与脑虎科技、复旦大学附属华山医院共同入选上海市未来产业脑机接 口专家委员会成员单位，充分发挥在云计算、大数据、人工智能领域的先进优势，共同探索脑机接口技 术在医疗康复领域的应用。2024年以来，优刻得与脑虎科技进一步深化合作，共同参与了上海市脑机接 口领域的重大科研项目申报。双方联手研发"植入式言语合成脑机接口产品"，旨在帮助失语患者恢复部 分语言功能。目前，借助优刻得的高性能算力与可靠的数据存储能力，脑虎科技已成功搭建了GPU算力 平台和语料数据管理系统。 云计算是AI时代重要的基础设施，作为国内领先的中立第三方云计算服务 商，优刻得一方面将智能算力高效、精准地提供给千行百业的企业客户，另一方面充分发挥自身算力运 营优势和技术研发能力，与部分前沿行业的重点客户开展多维度合作，共同探索AI应用场景和商业闭 环路径，努力推动AI解决实际问题、创造经济价值。 ...

Group 1 - The A-share market saw a strong performance in brain-computer interface concept stocks, with several companies approaching or hitting their daily limit up [1] - Notable gainers included Entropy Technology, which approached a 20% limit up, and Dao's Technology and Yingkang Life, both rising over 13% [1] - Other significant performers included Tom Cat, which increased by over 10%, and Yanshan Technology, which hit a 10% limit up [1] Group 2 - The table lists various companies with their respective stock codes, percentage increase, total market capitalization, and year-to-date performance [2] - Entropy Technology (301330) had a 19.40% increase, with a market cap of 11.7 billion and a year-to-date increase of 50.11% [2] - Dao's Technology (300409) rose by 13.91%, with a market cap of 25.9 billion and a year-to-date increase of 47.49% [2] - Yingkang Life (300143) increased by 13.01%, with a market cap of 10 billion and a year-to-date increase of 35.43% [2] - Other companies like Tom Cat (300459) and Yanshan Technology (002195) also showed significant gains, with year-to-date increases of 29.63% and 60.65% respectively [2]

Core Viewpoint - The A-share market has seen a strong performance in brain-computer interface concept stocks, with several companies approaching or hitting their daily price limits [1] Group 1: Stock Performance - Entropy Technology (熵基科技) approached a 20% daily limit increase, with a rise of 19.40% and a market capitalization of 11.7 billion [2] - Dao's Technology (道氏技术) increased by 13.91%, reaching a market cap of 25.9 billion [2] - Yingkang Life (盈康生命) rose by 13.01%, with a market cap of 10 billion [2] - Tom Cat (汤姆猫) saw a 10.19% increase, with a market cap of 20.9 billion [2] - Rock Mountain Technology (岩山科技) hit a 10% daily limit increase, with a market cap of 64.6 billion [2] - Three Seven Entertainment (三七互娱) approached a 10% daily limit increase, with a rise of 9.97% and a market cap of 66.4 billion [2] - Other notable performers include Aipeng Medical (爱朋医疗) at 9.99%, Lens Technology (蓝思科技) at 9.80%, and Nanjing Panda (南京熊猫) at 9.33% [2] Group 2: Year-to-Date Performance - Entropy Technology has a year-to-date increase of 50.11% [2] - Dao's Technology has risen 47.49% year-to-date [2] - Yingkang Life has a year-to-date increase of 35.43% [2] - Tom Cat has increased by 29.63% year-to-date [2] - Rock Mountain Technology has a significant year-to-date increase of 60.65% [2] - Aipeng Medical has a year-to-date increase of 54.31% [2] - Nanjing Panda has a remarkable year-to-date increase of 63.01% [2] - Other companies like Innovation Medical (创新医疗) and Keda Xunfei (科大讯飞) have year-to-date increases of 74.01% and 19.29%, respectively [2]

Core Insights - The Chinese computing power industry is experiencing rapid growth in capital operations, highlighted by significant IPOs and market enthusiasm for domestic semiconductor companies [1][2] - The focus of competition in the domestic computing power sector is shifting from hardware specifications to system stability, software ecosystem usability, and cost-effectiveness [3][4] Capital Market Activity - TianShuZhiXin Semiconductor Co., Ltd. went public on January 8, 2026, with over 400 times subscription, indicating strong market interest [1] - Other domestic GPU companies, such as MoEr Thread and MuXi Co., saw their stock prices surge on their debut, with MoEr Thread's market cap exceeding 305.5 billion yuan and MuXi's reaching 330 billion yuan [1] - ChangXin Technology submitted its IPO application on December 30, 2025, reporting revenue of 32.084 billion yuan for the first three quarters of 2025, showcasing the scale of domestic DRAM production [1] Technological Developments - The "Ten Thousand Card Cluster" concept is becoming a benchmark for evaluating domestic computing power, but it also presents challenges in reliability as system scale increases [3][4] - The introduction of the scaleX Ten Thousand Card Super Cluster by ZhongKe Shuguang, featuring 10,240 AI accelerator cards, represents a significant advancement in system architecture [3][4] - The need for high-quality, low-latency data transmission networks is critical for supercomputing, with domestic products now matching international standards [5][6] Storage Solutions - ChangXin Technology and ChangChun Group are positioned in the core areas of DRAM and NAND Flash, respectively, with ChangXin reporting a compound annual growth rate of over 70% in revenue from 2022 to 2024 [6][7] - The introduction of advanced technologies like Xtacking in NAND Flash production by ChangChun Group marks a significant technological breakthrough [7] Software Ecosystem - The transition to a robust software ecosystem is complex, with developers facing high costs in switching from established platforms like NVIDIA's CUDA [10][11] - MoEr Thread is addressing this by launching the MTT AIBOOK, which includes development tools to facilitate easier adoption of its platform [10] - Cloud service providers are playing a crucial role in integrating various hardware brands to create a unified software environment, addressing compatibility issues [11][12] Market Dynamics - The industry is witnessing a shift towards collaborative ecosystems, with companies recognizing the need for specialization rather than attempting to cover the entire supply chain independently [9][12] - The emergence of customized products from companies like Haiguang is aimed at meeting the specific needs of large enterprises, reflecting a trend towards more open architectures [15] Future Outlook - The domestic computing power industry is expected to face challenges related to global supply chain fluctuations, particularly in DRAM and NAND supply [13] - The successful integration of domestic computing solutions in high-stakes environments, such as the National High Energy Physics Data Center, indicates growing confidence in local technologies [14] - The potential easing of export restrictions on NVIDIA's H200 chip could impact the domestic ecosystem, but the established supply chain and customer preferences for security are likely to mitigate risks [17]

Core Viewpoint - The stock of UCloud has shown a significant increase in price and trading volume, indicating positive market sentiment and potential growth in the cloud computing sector [1][2]. Group 1: Stock Performance - As of January 9, UCloud's stock price rose by 2.04% to 30.04 CNY per share, with a trading volume of 3.12 billion CNY and a market capitalization of 137.07 billion CNY [1]. - Year-to-date, UCloud's stock has increased by 6.94%, with a 24.29% rise over the past 20 days and a 23.47% increase over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, UCloud reported a revenue of 1.227 billion CNY, reflecting a year-on-year growth of 12.17%, while the net profit attributable to shareholders was -83.43 million CNY, showing a significant increase of 49.53% compared to the previous year [2]. Group 3: Shareholder Information - As of December 31, UCloud had 39,300 shareholders, an increase of 8.67% from the previous period, with an average of 10,312 circulating shares per shareholder, which decreased by 7.98% [2]. - The top ten circulating shareholders include notable funds, with the 博时上证科创板人工智能ETF increasing its holdings by 601,400 shares, while the 广发上证科创板人工智能ETF entered the list as a new shareholder [3].