证券代码：688158 证券简称：优刻得 公告编号：2025-052 优刻得科技股份有限公司 关于会计估计变更的公告 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： 根据《企业会计准则第 28 号—会计政策、会计估计变更和差错更正》、 《上海证券交易所科创板股票上市规则》的相关规定，优刻得科技股份有限公司 （以下简称"公司"）本次会计估计变更事项采用未来适用法，无需对已披露的财 务报告进行追溯调整，不会对以前年度财务状况和经营成果产生影响。 本次会计估计变更于 2025 年 10 月 1 日起执行。 本议案已经公司第三届董事会第八次会议审议通过，无需提交公司股东会审 议。 二、具体情况及对公司的影响 （一）会计估计变更的原因 本次会计估计变更事项自 2025 年 10 月 1 日起执行。 | 固定资产-经营设备 | 具体产品/机型 | | 变更前折旧年限 | 变更后折旧年限 | | --- | --- | --- | --- | --- | | 服务器 | 标准机型 | 4 | 年 | 4 年（不变） | ...

优刻得科技股份有限公司 董事会 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"）于 2025 年 10 月 30 日召开第 三届董事会第八次会议，审议通过了《关于聘任公司财务负责人的议案》。 根据《公司法》及《公司章程》等相关规定，经公司首席执行官兼总裁的提名， 董事会提名委员会及董事会审计委员会审核通过，公司董事会同意聘任林明先生 （简历详见附件）为公司财务负责人，任期自本次董事会审议通过之日起至第三届 董事会任期届满之日止。 林明先生具备相应的任职资格，能够胜任财务相关职责的工作，不存在《公司 法》规定的不能担任公司高级管理人员的情形，未受过中国证监会、上海证券交易 所及其他有关部门的处罚或惩戒，也不存在其他不得担任上市公司高级管理人员的 情形。本次财务负责人的聘任程序符合《公司法》等有关法律法规和《公司章程》 的规定。 特此公告。 证券代码：688158 证券简称：优刻得 公告编号：2025-054 优刻得科技股份有限公司 关于聘任财务负责人的公告 2025 年 10 月 3 ...

证券代码：688158 证券简称：优刻得 公告编号：2025-055 优刻得科技股份有限公司 关于董事、高级管理人员辞职及聘任董事会秘书、证 券事务代表的公告 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、准确性和完整性承担法律责任。 截至本公告披露日，许红杰先生未直接持有公司股份，不存在应当履行而未 履行的承诺事项。根据《中华人民共和国公司法》《公司章程》等有关规定，许 红杰先生的辞职未导致公司董事会成员人数低于法定最低人数，不影响公司董事 会的正常运行，亦不会对公司的正常运作及经营管理产生影响。许红杰先生的辞 职报告自送达公司董事会之日起生效。 许红杰先生在任职期间恪尽职守、勤勉尽责，公司董事会对其在任职期间为 公司规范运作和高质量发展所做出的贡献表示衷心感谢！ 二、聘任董事会秘书、证券事务代表情况 重要内容提示： 优刻得科技股份有限公司（以下简称"公司"）于近日收到董事、董事会秘 书许红杰先生提交的书面辞职申请，许红杰先生因个人原因申请辞去公司董事、 董事会秘书职务。辞职后，许红杰先生不再担任公司任何职务。 一、董事会秘书辞职情况 （一）提前离任的 ...

证券代码：688158 证券简称：优刻得 公告编号：2025-051 优刻得科技股份有限公司 第三届董事会第八次会议决议公告 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。 一、董事会会议召开情况 优刻得科技股份有限公司（以下简称"公司"）第三届董事会第八次会议通知 及相关材料于 2025 年 10 月 25 日以邮件等方式向全体董事发出。会议于 2025 年 10 月 30 日以通讯表决方式召开。 会议应出席董事 9 名，实际出席 9 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》（以下简称"《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。 表决结果为：同意9票，反对0票，弃权0票。 具 体 内 容 详 见 公 司 于 2025 年 10 月 31 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《优刻得关于对参股公司会计核算方法变更的公告》 （公告编号：2025-053）。 二、董事 ...

关于对优刻得科技股份有限公司会 计估计变更的专项说明的审核报告 关于对优刻得科技股份有限公司 会计估计变更的专项说明的审核报告 本审核报告仅供优刻得披露专项说明时使用，不得用作任何其 他用途。 立信会计师事务所 中国注册会计师： （特殊普通合伙） 信会师报字[2025]第ZA15129号 优刻得科技股份有限公司全体股东： 我们接受优刻得科技股份有限公司（以下简称"优刻得"）的委 托，审核了后附的《优刻得科技股份有限公司关于会计估计变更的专 项说明》（以下简称"专项说明"）。 优刻得管理层根据《企业会计准则第28号——会计政策、会计估 计变更和差错更正》、《上海证券交易所科创板股票上市规则》及上 海证券交易所《科创板上市公司自律监管指南第3号——日常信息披 露》的相关规定，就本次调整"经营设备折旧年限"事项，编制了后 附的专项说明。优刻得管理层的责任是编制专项说明，并保证其内容 真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏。 我们的责任是按照《中国注册会计师其他鉴证业务准则第3101 号——历史财务信息审计或审阅以外的鉴证业务》执行审核工作，并 在此基础上对专项说明发表审核意见。在审核过程中，我们实施 ...

Financial Performance - In Q3 2025, the company achieved operating revenue of CNY 436,084,688.93, representing a year-on-year increase of 19.78%[2] - The gross profit for Q3 2025 was CNY 106,259,300, reflecting a 33.94% increase compared to the same period last year, with a gross margin of 24.37%, up by 2.58 percentage points[9] - For the first three quarters of 2025, the company reported total revenue of CNY 1,227,155,351.32, a 12.17% increase year-on-year, driven by growth in intelligent computing services[9] - The net profit attributable to shareholders for Q3 2025 was a loss of CNY 3,776,870.41, while the net profit for the first three quarters was a loss of CNY 83,425,231.24[2] - The net loss for the first three quarters of 2025 was ¥83,721,310.50, compared to a net loss of ¥166,189,562.73 in the same period of 2024, indicating a 49.6% improvement[20] - The total comprehensive loss for the first three quarters of 2025 was ¥84,016,484.87, compared to a loss of ¥165,919,691.62 in the same period of 2024, reflecting a 49.3% reduction in losses[21] Cash Flow - The company’s cash flow from operating activities for Q3 2025 was CNY 47,033,188.53, an increase of 42.59% year-on-year[2] - Cash generated from operating activities in the first three quarters of 2025 was ¥1,462,621,087.97, an increase from ¥1,378,331,064.94 in 2024, representing a growth of 6.1%[22] - Net cash flow from operating activities was $94,175,353.81, slightly down from $96,160,139.46 in the previous period[23] - Cash inflow from financing activities reached $273,800,858.63, with a net cash flow of $235,033,534.58, compared to a negative cash flow of -$21,785,559.30 previously[24] Assets and Liabilities - The company’s total assets as of the end of Q3 2025 were CNY 3,591,545,345.51, a 6.21% increase from the end of the previous year[3] - The total current assets as of September 30, 2025, amount to ¥1,337,453,319.85, a decrease from ¥1,403,471,826.29 as of December 31, 2024[16] - The total non-current assets increased to ¥2,254,092,025.66 from ¥1,978,025,868.93[16] - The company's total liabilities increased to ¥1,184,883,259.25 in 2025 from ¥985,982,261.49 in 2024, marking a rise of 20.2%[18] - The total equity attributable to shareholders of the parent company was ¥2,406,376,214.42, slightly up from ¥2,394,933,482.63 in the previous year[18] Research and Development - R&D expenses totaled CNY 48,483,253.31 in Q3 2025, accounting for 11.12% of operating revenue, a decrease of 2.78 percentage points year-on-year[3] - Research and development expenses remained stable at approximately ¥147,159,991.95 for the first three quarters of 2025, compared to ¥147,463,655.38 in 2024[19] Shareholder Information - The total number of common shareholders at the end of the reporting period is 39,751[12] - The largest shareholder, Ji Xinhua, holds 50,831,173 shares, representing 11.14% of the total shares[12] Investment Income - The company recognized an investment income of CNY 63,750,100 from the change in accounting treatment of its investment in Anhui Haima Cloud Technology Co., Ltd.[9] - The company reported an investment income of ¥57,902,068.76 in 2025, a significant recovery from a loss of ¥5,194,697.21 in the same period of 2024[20] Earnings Per Share - The basic and diluted earnings per share for the first three quarters of 2025 were both -¥0.18, an improvement from -¥0.36 in 2024[21] Other Financial Metrics - The weighted average return on equity improved to -0.17% in Q3 2025, an increase of 2.11 percentage points year-on-year[2] - AI-related revenue grew over 40% year-on-year, contributing to more than 40% of total operating revenue in the first three quarters of 2025[9] Cash Management - The total cash and cash equivalents at the end of the period were $649,639,365.94, down from $872,354,498.42 at the beginning of the period[24] - The cash and cash equivalents decreased to ¥673,558,439.96 from ¥781,794,448.72[16] - The impact of exchange rate changes on cash and cash equivalents was -$3,096,978.32, compared to -$869,966.17 last year[24] Accounting Standards - The company will not apply new accounting standards starting from 2025[25]

Core Viewpoint - The strategic cooperation agreement between UCloud and Guotai Junan aims to innovate the integration of cloud computing and financial services through a comprehensive partnership focused on digital infrastructure and data intelligence [1] Group 1 - UCloud and Guotai Junan have officially signed a strategic cooperation agreement [1] - The collaboration will focus on building a digital foundation, integrating data intelligence, and enhancing global business support [1] - The partnership aims to expand multi-level capital services and talent ecosystems [1]

Core Viewpoint - The financing activities of Youke De (688158) indicate a positive sentiment among investors, with a net buying trend observed over recent trading days, suggesting potential growth in stock value [1][2]. Financing Activities - On October 23, 2025, Youke De had a financing buy-in of 26.87 million yuan and a financing repayment of 24.57 million yuan, resulting in a net financing purchase of 2.29 million yuan [1]. - The financing balance reached 817 million yuan, with a cumulative net buying of 22.62 million yuan over the last three trading days [1]. - In the last 20 trading days, there were 13 days with net financing purchases, indicating sustained investor interest [1]. Financing and Margin Trading Data - The financing balance on October 23 was 818 million yuan, reflecting an increase of 0.28% from the previous day [3]. - The total margin trading balance was 818 million yuan, with a daily increase of 2.30 million yuan [3]. - The financing net purchases on previous trading days were 5.46 million yuan on October 22 and 14.86 million yuan on October 21, showing a consistent upward trend in investor engagement [2]. Knowledge on Financing and Margin Trading - Financing refers to the practice where securities companies lend money to investors to purchase stocks, while margin trading allows investors to borrow stocks to sell, with the obligation to return the stocks and pay interest [4].

证券代码：688158 证券简称：优刻得 公告编号：2025-050 优刻得科技股份有限公司 ● 回购股份金额：回购的资金总额不低于人民币 800 万元（含），不超过人民 币 1,000 万元（含） ● 回购股份价格：不超过人民币 40.33 元/股（含），该回购股份的价格上限不 高于董事会审议通过回购股份决议前三十个交易日公司股票交易均价的 150% ●相关股东是否存在减持计划： 经问询，公司实际控制人莫显峰先生、华琨先生在董事会做出回购股份决议 前 6 个月内，拟将其所持标的公司股票合计 23,428,536 股（占公司总股本的 5.13%） 协议转让给上海太盈私募基金管理有限公司。截至目前，上述协议转让股份尚未 实施完毕。公司后续将按照相关法律法规的规定及时履行信息披露义务。 除上述主体外，截至本公告披露日，公司董事、高级管理人员未来 3 个月、 未来 6 个月暂不存在减持计划，相关主体后续如有减持计划，将严格遵守相关规 定并配合公司及时履行信息披露义务。 ● 相关风险提示： 1、本次回购期限内，若公司股票价格持续超出回购方案披露的价格上限，可 能存在本次回购方案无法实施或只能部分实施的风险； 2、回购 ...

Core Insights - The report from the China Internet Network Information Center indicates that by June 2025, the user base for generative artificial intelligence in China is expected to reach 515 million, an increase of 266 million from December 2024, resulting in a penetration rate of 36.5% [1] Group 1: Market Performance - As of October 20, 2025, the CSI Artificial Intelligence Industry Index has risen by 4.00%, with notable increases in constituent stocks such as Zhongji Xuchuang (up 12.23%), Xinyi Sheng (up 9.16%), and Youkede (up 6.74%) [1] - The Artificial Intelligence ETF has seen a 3.95% increase, with a cumulative rise of 45.34% over the past three months as of October 17, 2025 [1] Group 2: Liquidity and Fund Flow - The Artificial Intelligence ETF recorded a turnover of 2.51% and a transaction volume of 192 million yuan, with a total fund inflow of 244 million yuan over the past seven trading days [3] Group 3: Policy and Strategic Insights - The Ministry of Science and Technology has identified the "14th Five-Year Plan" as a critical period for becoming a technology powerhouse, emphasizing the need for high-level technological self-reliance, which will benefit cutting-edge technology research and core technology breakthroughs [3] - CITIC Securities highlights that the current structural fundamental clues in A-shares are primarily related to Chinese companies going global, with a focus on resource security, industrial chain security, and leading technology security as new strategic intentions [3] Group 4: Investment Strategy - The Huafu Artificial Intelligence ETF employs quarterly rebalancing and focuses on AI revenue share and growth indicators to identify potential high-growth companies within the AI sector [4] - The ETF aims to provide comprehensive coverage of the AI industry while adapting to changes in industry trends, thus enhancing returns for investors [4] - For investors without stock accounts, the Huafu Artificial Intelligence ETF offers connection funds (Class A 008020, Class C 008021) [4]