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 ...

1、截至目前，作为贵公司的控股股东、实际控制人及其一 致行动人，不存在影响公司股票异常波动的重大事项，不存在应 披露而未披露的重大信息，包括但不限于并购重组、股份发行、 债务重组、业务重组、资产剥离和资产注入等重大事项。 《关于优刻得科技股份有限公司股票交易 异常波动暨严重异常波动的询证函》的回函 致：优刻得科技股份有限公司： 贵司发来的《关于优刻得科技股份有限公司股票交易异常波 动暨严重异常波动的询证函》，经认真自查，现就有关情况回复 如下： 控股股东/实际控制人及其一致行动人： | 季昕华 | 莫显峰 | 华 | 琨 | | --- | --- | --- | --- | | （季昕华） | （莫显峰） | （华 | 琨） | 2、本人及其一致行动人在贵公司本次股票异常波动暨严重 异常波动期间，不存在买卖贵公司股票的情况。 2025 年 2 月 14 日 特此回函。 以下无正文 （本页无正文,为控股股东、实际控制人及其一致行动人《<关于优刻得科技股份 有限公司股票交易异常波动暨严重异常波动的询证函>的回函》之签署页） ...

Core Viewpoint - On February 12, 2023, UCloud (688158) closed at 30.26 yuan, marking an increase of 8.46% with a trading volume of 36.60 billion yuan and a turnover rate of 31.01% [1] Trading Activity - The stock was listed on the daily trading leaderboard due to a turnover rate exceeding 30% [1] - The top five trading departments accounted for a total transaction of 4.29 billion yuan, with a buying amount of 2.04 billion yuan and a selling amount of 2.25 billion yuan, resulting in a net sell of 21.73 million yuan [1] - Among the top five buying departments, one institutional special seat was present, contributing 145.47 million yuan to the buying total of 1.89 billion yuan [1] - The leading selling department was Shenwan Hongyuan Securities Co., Ltd., with a selling amount of 82.64 million yuan [1] Fund Flow - The stock experienced a net outflow of 21.67 million yuan in main funds throughout the day [1] Historical Performance - Over the past six months, the stock has appeared on the trading leaderboard six times, with an average price increase of 13.14% the day after being listed and an average increase of 34.96% in the following five days [1]

Summary of Conference Call Notes Company and Industry Overview - The conference call primarily discusses the developments and strategies of **Youke De** in the **cloud computing** and **AI** sectors, particularly focusing on the implications of large model technologies and the demand for computing power. Key Points and Arguments Industry Dynamics - The price increase of Deepseek's official API and the limitation on new user registrations indicate a significant rise in user demand, both domestically and internationally, highlighting a robust market need for Deepseek applications and APIs [3] - DPC's limited commercialization efforts present substantial opportunities for cloud computing companies, as many enterprises are opting to utilize cloud services rather than expanding their server capacities [4][5] - There are three main customer demands for large model machines: public cloud services, internal private/exclusive models, and government/state-owned enterprise exclusive inference clusters, all of which are rapidly growing [6] Company Strategy and Focus - Starting in 2024, the company will focus on inference business due to its long duration, rapid growth, and strong multi-tenant concurrency capabilities [5] - The company plans to invest heavily in inference cards by 2025 to prepare for the upcoming inference era [5] - The compatibility of domestic cards has improved, creating new opportunities, although performance optimization and cost reduction are still necessary [5][16] Capacity and Resource Management - The company's AI production capacity utilization is nearly 100%, and it is accelerating capacity deployment through equipment procurement, resource leasing, and cooperative operations [5][13] - The company has over 30 data centers globally and plans to launch an overseas version of Deep Connect to support international clients [19] - The company has received significant revenue from collaborations with major model manufacturers, enhancing its inference service capabilities [5][25] Market Trends and Future Outlook - The AI computing power demand is expected to grow significantly, with the company preparing to meet this demand by purchasing inference chips [7][13] - The company anticipates adjusting its revenue targets due to unexpectedly high demand [14] - The cloud computing industry is viewed positively, with expectations of growth driven by advancements in large model technologies and GPU business [20] Challenges and Considerations - The company faces challenges in talent retention and acquiring compliant training and inference resources, which are crucial for model knowledge and cost control [9] - The company is also addressing API response time issues caused by high user volume and concurrent requests, emphasizing the need for system optimization [28] Customer Engagement and Service Offerings - The company has received inquiries from various sectors, including finance and startups, focusing on internal deployment of large models and API usage [27] - The company provides private cloud and private deployment services, with deployment times varying based on customer needs [33][36] Financial Performance and Profitability - The company operates under a token-based charging model in the inference era, with profitability influenced by the global user base [39] - In the private cloud model, the company profits from hardware sales, deployment services, and model tuning, with higher profit margins compared to general services [40] Technological Developments - The development of large models and GPUs is expected to enhance the competitiveness of Chinese technology companies on a global scale, improving their valuations [38] - The emergence of Tensor Processing Clusters (TPC) allows cloud computing companies to leverage open-source models for a broader customer base [38] Additional Important Insights - The company is actively working on optimizing the performance of domestic cards to improve their competitiveness against NVIDIA cards, which currently outperform them significantly [37] - The company is committed to expanding its global footprint, with a notable presence in various countries and plans to enhance its service offerings for international clients [19]

证券代码：688158 证券简称：优刻得 公告编号：2025-003 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 2025 年 2 月 7 日、2 月 10 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（2025 年 1 月 24 日至 2025 年 2 月 10 日） 收盘价格涨幅偏离值累计超过 100%。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 ...

《关于优刻得科技股份有限公司股票交易 异常波动暨严重异常波动的询证函》的回函 控股股东/实际控制人及其一致行动人： 致：优刻得科技股份有限公司： | 季昕华 | 莫显峰 | 华 | 琨 | | --- | --- | --- | --- | | （季昕华） | （莫显峰） | （华 | 琨） | 贵司发来的《关于优刻得科技股份有限公司股票交易异常波 动暨严重异常波动的询证函》，经认真自查，现就有关情况回复 如下： 2、本人及其一致行动人在贵公司本次股票异常波动暨严重 异常波动期间，不存在买卖贵公司股票的情况。 1、截至目前，作为贵公司的控股股东、实际控制人及其一 致行动人，不存在影响公司股票异常波动的重大事项，不存在应 披露而未披露的重大信息，包括但不限于并购重组、股份发行、 债务重组、业务重组、资产剥离和资产注入等重大事项。 特此回函。 以下无正文 （本页无正文,为控股股东、实际控制人及其一致行动人《<关于优刻得科技股份 有限公司股票交易异常波动暨严重异常波动的询证函>的回函》之签署页） 2025 年 2 月 10 日 ...

重要内容提示： 优刻得科技股份有限公司 关于股票交易异常波动公告 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。 证券代码：688158 证券简称：优刻得 公告编号：2025-002 优刻得科技股份有限公司（以下简称"公司"）股票于 2025 年 2 月 5 日、2 月 6 日连续 2 个交易日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。 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 司股票交易异常波动的重大事项；不存在其他应披露而未披露的重大信息。公 司目前生产经营正常，生产经营未发生重大变化。 DeepSeek 为开源大模型，各家厂商均可根据自身需求对其进行模型的 适配与本地化部署，任何用户可免费基于该模型开展相关业务。 公司近期也与 DeepSeek 进行了全系列模型适配工作，目 ...

《关于优刻得科技股份有限公司股票交易 异常波动的询证函》的回函 | 季昕华 | 莫显峰 | 华 | 琨 | | --- | --- | --- | --- | | （季昕华） | （莫显峰） | （华 | 琨） | 2025 年 2 月 6 日 特此回函。 以下无正文 （本页无正文,为控股股东、实际控制人及其一致行动人《<关于优刻得科技股份 有限公司股票交易异常波动的询证函>的回函》之签署页） 控股股东/实际控制人及其一致行动人： 致：优刻得科技股份有限公司： 贵司发来的《关于优刻得科技股份有限公司股票交易异常波 动的询证函》，经认真自查，现就有关情况回复如下： 1、截至目前，作为贵公司的控股股东、实际控制人及其一 致行动人，不存在影响公司股票异常波动的重大事项，不存在应 披露而未披露的重大信息，包括但不限于并购重组、股份发行、 债务重组、业务重组、资产剥离和资产注入等重大事项。 2、本人及其一致行动人在贵公司本次股票异常波动期间， 不存在买卖贵公司股票的情况。 ...

Financial Performance - The company expects a net profit attributable to shareholders of approximately -238.37 million yuan for 2024, a decrease in loss of about 104.35 million yuan compared to the previous year, representing a year-on-year reduction of approximately 30.45%[3] - The expected net profit attributable to shareholders after deducting non-recurring gains and losses is approximately -244.75 million yuan, with a decrease in loss of about 91.73 million yuan compared to the previous year, indicating a year-on-year reduction of approximately 27.26%[4] - The previous year's net profit attributable to shareholders was -342.72 million yuan, and the net profit after deducting non-recurring gains and losses was -336.47 million yuan[6] Revenue and Profitability - The company has focused on user value and quality improvement, leading to a slight decline in revenue but a continuous increase in gross profit margin, which rose by about 9 percentage points to 11.11%[7] - The growth in revenue from intelligent computing products in the AIGC field has been significant, supported by the phased production of two self-built data centers, resulting in a notable increase in cabinet hosting business[7] Cost Management - Sales, management, and R&D expenses decreased by approximately 22.90 million yuan compared to the previous year due to personnel optimization and cost-saving measures[7] Cautionary Notes - The company emphasizes that the forecast data is preliminary and subject to change upon the release of the audited 2024 annual report, urging investors to be aware of investment risks[9]

通用人工智能的发展是当前最重要的机会，将会对整个社会产生深远的影响。特别是这两年大模型技术 的快速发展和应用的不断拓展，创造了无穷的商业机会，也给云计算行业带来了很大的变化。 回顾2024年，随着AI大模型快速发展和规模化应用，传统的通算云服务已难以满足智能化应用和新兴 场景创新发展需求，智算云服务成为算力云服务结构中增长速度最快的类型，AI应用和业务展现出了 智能化、高并发、大流量等特点，智算云服务则具备计算性能强、资源边界大、扩展方便等特征，与 AI应用和业务的需求高度契合。 随着AI技术的普及和广泛应用，云计算与AI的融合趋势日益明显。鉴于多样化应用场景对智算精度、 智算时延要求存在差异，为实现智算资源最大化利用，混合使用高精度和低精度算力将成为新趋势， AI IaaS更加强调兼容适配多元异构智能算力。优刻得也相继推出了AI相关的产品和服务，如智算调度 平台模型即服务（MaaS）等，以满足用户对AI应用开发和创新的需求。 云厂商在全球化布局上展开了激烈的角逐，海外新兴市场地区对云服务的需求旺盛，市场潜力巨大。通 过在新兴市场地区如东南亚、中东、拉美等地投建数据中心或提供本地化服务，以满足全球企业对数字 ...