每经AI快讯，优刻得（SH 688158，收盘价：24.35元）12月17日晚间发布公告称，公司第三届第九次董 事会会议于2025年12月17日以通讯表决方式召开。会议审议了《关于向2025年限制性股票激励计划激励 对象授予预留限制性股票（第一批）的议案》等文件。 每经头条（nbdtoutiao）——"太空快递"来了？全国首个民营飞船成功"上天"！背后公司创始人：正积 极开发"中型货运飞船"低成本产品 截至发稿，优刻得市值为111亿元。 2024年1至12月份，优刻得的营业收入构成为：云计算占比99.25%，其他业务占比0.75%。 （记者 王晓波） ...

证券日报网讯 12月16日，优刻得在互动平台回答投资者提问时表示，截至2025年12月10日公司股东人 数为36606户。 （文章来源：证券日报） ...

人民财讯12月16日电，据优刻得消息，12月16日下午，优刻得与清程极智举行战略合作签约协议。此次 合作，双方将围绕国产算力资源整合、推理性能优化、模型服务平台建设等方向展开深度协同。优刻得 将结合清程极智在推理引擎与系统软件方面的技术优势，对国产算力集群进行联合优化，提升算力利用 率与推理性价比，推动闲置国产算力资源转化为稳定、可规模化交付的AI推理能力。同时，双方也将 探索在模型聚合与服务平台上的合作，持续引入更多主流模型，面向企业与开发者提供更具性价比的 Token服务与模型调用体验。 ...

Core Insights - The 20th China IDC Industry Annual Convention (IDCC2025) and Digital Infrastructure Technology Expo (DITExpo) took place on December 10, 2025, in Beijing, focusing on the theme "Reshaping Computing Power, Breaking Boundaries" [1][15] - The event gathered hundreds of guests, including academicians, industry leaders, scholars, technical experts, and representatives from overseas data centers to discuss new trends in computing power development [1][15] Awards Summary - The 2025 China IDC Industry Annual Awards recognized outstanding contributions in the computing power industry over the past year, with 88 companies and projects awarded across 12 categories after a rigorous selection process [3][17] Domestic Ecological Intelligent Computing Engine Award - Beijing Electronic Smart Technology Co., Ltd. for Beijing Digital Economy Computing Power Center - Weichai Heavy Machinery Co., Ltd. for Weichai Data Center Generator Set [19] AI + DC Innovation Practice Award - China Telecom Guizhou Cloud Computing Branch for industry applications based on telecom AI large model - ProLogis Data Technology (Shanghai) Co., Ltd. for AI-driven green efficiency practices at ProLogis Smart Computing Center [19] Innovation Development Award - Shanghai Data Port Co., Ltd. - Beijing International Computing Power Service Co., Ltd. [20] Green Computing Center Award - China Mobile Communications Group Shanghai Co., Ltd. for China Mobile Yangtze River Delta (Shanghai) Lingang Data Center Building 5 - GDS Services Ltd. for GDS Langfang Data Center Building 2 [20] High Reliability Data Center Award - China Unicom Ningxia Autonomous Region Branch for China Unicom Zhongwei Cloud Data Center - China Telecom Qinghai Branch for National Digital Qinghai Green Data Center [20] Construction Design Award - China Aviation Planning and Design Institute Co., Ltd. for the renovation project of the People's Bank of China Clearing Center Satellite Ground Station [22] Power and Computing Synergy Pioneer Award - China Unicom (Qinghai) Green Power Intelligent Computing Technology Co., Ltd. for the demonstration microgrid project [25] Green Solutions Award - China Mobile Communications Group Anhui Co., Ltd. for AI-based multi-modal energy-saving operation and maintenance solutions [27] Innovative Technology Product Award - Kuaishou Intelligent Cloud (Ulanqab) Technology Co., Ltd. for the innovative soft tube liquid cooling data center project [29] Global Digital Infrastructure Leader Award - China Telecom International Co., Ltd. - GDS Services Ltd. [30] Excellence in Overseas Expansion Award - China Unicom International Co., Ltd. - SUNeVision Holdings Ltd. [30]

Core Insights - The article highlights the strong performance of the Tianhong ETFs, particularly the Sci-Tech Index ETF and the Cloud Computing ETF, indicating a positive trend in the technology sector [1][2][3] Group 1: ETF Performance - The Sci-Tech Index ETF Tianhong (589860) saw a turnover of 9.41% with a transaction volume of 28.55 million yuan, while the underlying Shanghai Sci-Tech Board Composite Index (000680) rose by 1.22% [1] - Key component stocks such as Jingfeng Mingyuan (688368) and Yandong Micro (688172) experienced significant gains of 20.00% and 18.30%, respectively [1] - The Cloud Computing ETF Tianhong (517390) had a turnover of 3.51% with a transaction volume of 12.49 million yuan, tracking the CSI Hong Kong-Shanghai-Shenzhen Cloud Computing Industry Index (931470) which rose by over 1% [1] Group 2: Growth and Market Trends - The Cloud Computing Hong Kong-Shanghai ETF (517390) reported a substantial growth of 21.22 million yuan over the past six months, indicating a strong upward trend [2] - The Sci-Tech Index is characterized by its comprehensive coverage of 97% of the Sci-Tech Board's market capitalization, focusing on early-stage innovation investment opportunities [3] - The article emphasizes the importance of capturing opportunities in the AI-driven cloud computing sector, particularly through the Hong Kong-Shanghai-Shenzhen Cloud Computing ETF [3] Group 3: Policy and Industry Developments - The Central Economic Work Conference held on December 10-11 emphasized the need for innovation-driven growth and the cultivation of new economic drivers, which is expected to support the technology sector [3][4] - The launch of the local section of the China Computing Power Platform marks a significant step in optimizing computing resources across regions, enhancing the infrastructure for technology development [4] - Financial institutions like Caixin Securities predict that the technology growth trend will continue in the medium to long term, with a focus on the AI industry chain transitioning from hardware to application [4]

Core Viewpoint - Space computing power is a cornerstone for the development of the space digital industry and is expected to alleviate the bottlenecks of energy and deployment faced by ground data centers, creating significant opportunities for collaborative innovation and large-scale applications in the digital and intelligent era [1] Group 1 - The company is a founding member of the Space Data Center Innovation Consortium, leveraging its extensive experience in computing infrastructure development, construction, and operation [1] - The company possesses secure and controllable independent technological capabilities, enabling it to provide technical support and solutions for the planning and construction of space data centers [1] - The goal is to build an efficient, reliable, and sustainable space computing network, promoting high-quality development of China's aerospace digital industry [1]

Investment Rating - The report provides a positive investment outlook for the commercial aerospace industry, highlighting significant growth opportunities driven by technological advancements and market demand [2]. Core Insights - The commercial aerospace sector is characterized by market-driven activities involving both private and mixed-ownership enterprises, focusing on investment, operation, and risk management across the entire aerospace value chain [2][38]. - Global satellite frequency and orbital resources are becoming increasingly scarce, leading to a surge in satellite constellation construction, with countries competing for these critical resources [2][46]. - The Starlink project by SpaceX is leading the global satellite constellation efforts, while China is rapidly advancing with its own satellite constellation plans [2][47]. - The era of reusable rockets in China is beginning, with several new commercial rocket models expected to launch by the end of 2025, which could accelerate the deployment of low Earth orbit satellite constellations [2][34]. - Investment recommendations include focusing on satellite manufacturing, rocket launching, and space computing, with specific companies highlighted for their potential in these areas [2][34]. Summary by Sections Commercial Aerospace Overview - Commercial aerospace is defined as market-driven activities involving investment, operation, and risk management by enterprises, covering the entire aerospace technology development, manufacturing, launching, and application [2][38]. - The industry is segmented into upstream manufacturing, midstream launching, and downstream application and operation [2][38]. Satellite Industry Overview - The global aerospace industry is projected to reach $415 billion by 2024, with satellite industry revenues estimated at $293 billion [20]. - Satellite services account for 37% of the total satellite industry revenue, while satellite manufacturing and launching services contribute 6.9% and 3.2%, respectively [25]. Satellite Communication Market - The satellite communication market is expected to grow significantly, with China's satellite internet market projected to reach 75.1 billion yuan by 2025 and 151.2 billion yuan by 2030 [34]. - The demand for satellite communication is primarily driven by commercial and government sectors, accounting for 55% and 31% of the market, respectively [28]. Domestic Satellite Constellation Plans - China has ambitious plans for satellite constellations, with three major projects aiming to deploy over 30,000 satellites, including the GW constellation, G60 constellation, and Honghu-3 constellation [79][81]. - As of October 2025, the GW constellation has launched 116 satellites, marking significant progress in China's satellite internet development [84].

Core Points - The announcement from UCloud Technology Co., Ltd. indicates that its controlling shareholders, Mo Xianfeng and Hua Kun, have signed a stock transfer agreement with Shanghai Taiying Private Fund Management Co., Ltd. to transfer approximately 23.43 million shares, representing 5.13% of the company's total share capital [1] - The transfer includes Mo Xianfeng transferring about 11.71 million shares (2.57% of total shares) and Hua Kun also transferring approximately 11.71 million shares (2.57% of total shares) [1] - The stock transfer was confirmed by the China Securities Depository and Clearing Corporation Limited, with the transfer date recorded as December 1, 2025 [1] Company Summary - UCloud Technology's major shareholders are engaging in a significant stock transfer, which may impact the company's ownership structure and market perception [1] - The transaction involves the transfer of unrestricted circulating shares, indicating potential liquidity for the shareholders involved [1] Industry Context - The stock transfer agreement reflects ongoing activities in the private equity and investment sectors, highlighting the dynamics of shareholder movements within technology companies [1] - The involvement of a private fund management company suggests a trend of institutional investment in technology firms, which may influence market strategies and valuations [1]

证券代码：688158 证券简称：优刻得 公告编号：2025-061 优刻得科技股份有限公司 关于股东协议转让股份过户完成的公告 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"或"标的公司"）的控股股 东、实际控制人莫显峰先生、华琨先生（以下简称"转让方"）与上海太盈私募 基金管理有限公司--太盈开阳一号私募证券投资基金（以下简称"太盈开阳一号" 或"受让方"）于 2025 年 9 月 10 日签署了《股票转让协议》，转让方拟向受让方 通过协议转让的方式转让其所持标的公司无限售条件流通股股份合计 23,428,536 股（占公司总股本的 5.13%），其中莫显峰先生转让其持有的公司股 票 11,714,268 股（占公司总股份的 2.57%）、华琨先生转让其持有的公司股票 11,714,268 股（占公司总股份的 2.57%）。 本次协议转让交易已取得上海证券交易所的合规性确认，并已经取得中 国证券登记结算有限责任公司出具的《证券过户登记确认书》，过户时间为 ...

Core Insights - The company has officially launched a new generation of GPU virtualization technology, which allows for the splitting of a single GPU's resources into multiple independent virtual computing units, with a minimum granularity of 10% [1] - This capability enables a single GPU to simultaneously support multiple AI workloads, significantly enhancing resource utilization in scenarios such as inference services, model development, and scientific teaching [1] - The newly released GPU virtualization technology has expanded its chip compatibility, now covering architectures from NVIDIA, Ascend, Cambricon, and others [1]