Core Viewpoint - The company is a leading cloud service provider in China, offering IaaS and basic PaaS products, as well as big data and artificial intelligence solutions [1] Group 1 - The company has developed and provides computing, networking, and storage services [1] - The company has a collaborative foundation with Xiaopeng Motors [1] - In the field of embodied intelligence, the company has partnered with various industry clients to develop pet companion robots and variable robots [1] Group 2 - The company is capable of providing professional and secure cloud service computing power support for clients in relevant fields [1]

Core Viewpoint - The stock of UCloud has shown a significant increase of 69.24% year-to-date, with recent trading activity indicating mixed investor sentiment and a notable decline over the past two months [1][2]. Company Overview - UCloud Technology Co., Ltd. is located in Shanghai and was established on March 16, 2012, with its IPO on January 20, 2020. The company specializes in neutral third-party cloud computing services, providing a secure and reliable cloud service platform for clients [2]. - The revenue composition of UCloud includes: Public Cloud 50.63%, Hybrid Cloud 35.41%, Cloud Communication 8.26%, Private Cloud 2.75%, Solutions and Others 1.90%, and Edge Cloud 1.05% [2]. - UCloud is classified under the Shenwan industry as Computer - IT Services II - IT Services III, and is associated with concepts such as All-in-One Machine, AIGC, AI Training, DeepSeek, and Xinchuang [2]. Financial Performance - For the period from January to September 2025, UCloud achieved a revenue of 1.227 billion yuan, reflecting a year-on-year growth of 12.17%. However, the net profit attributable to the parent company was a loss of 83.4252 million yuan, which represents a year-on-year increase of 49.53% in losses [2]. - Since its A-share listing, UCloud has distributed a total of 21.1266 million yuan in dividends, with no dividends paid in the last three years [3]. Shareholder Information - As of September 30, 2025, UCloud had 39,800 shareholders, a decrease of 1.15% from the previous period, with an average of 10,200 circulating shares per shareholder, an increase of 1.16% [2]. - Among the top ten circulating shareholders, the Bosera CSI Star Market Artificial Intelligence ETF (023520) is the sixth largest, holding 4.262 million shares, an increase of 601,400 shares from the previous period. The GF CSI Star Market Artificial Intelligence ETF (588760) is a new entry as the tenth largest shareholder, holding 1.5008 million shares [3].

Core Viewpoint - UCloud's stock is currently trading at 23.14 yuan, reflecting a decline of 2.69% and is in a state of post-IPO loss [1] Group 1: IPO Details - UCloud was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 20, 2020, with an initial offering price of 33.23 yuan per share [1] - The total number of shares issued during the IPO was 58.5 million, raising a total of 1.944 billion yuan, with a net amount of 1.840 billion yuan after deducting issuance costs [1] - The total issuance costs amounted to 104 million yuan, including underwriting and sponsorship fees of 88.31 million yuan [1] Group 2: Follow-on Offering - On February 16, 2022, UCloud announced the results of a specific stock issuance, priced at 23.11 yuan per share, with 30,289,917 shares issued to 8 specific investors [2] - The total funds raised from this issuance were approximately 699.999 million yuan, with a net amount of about 691.286 million yuan after deducting issuance costs [2] - The capital increase included an increase in share capital of 30,289,917 yuan and an increase in capital reserves of approximately 660.996 million yuan [2] Group 3: Total Fundraising - UCloud has raised a total of 2.644 billion yuan from both its IPO and follow-on offerings combined [3]

Core Viewpoint - The company, UCloud, stated that its stock price is influenced by various factors, and its current operations are normal, emphasizing adherence to legal disclosure obligations [2]. Group 1 - UCloud responded to investor inquiries on November 14, indicating that the secondary market stock price is affected by multiple factors [2]. - The company reassured investors that it is operating normally and is compliant with relevant laws and regulations regarding information disclosure [2]. - UCloud urged investors to view stock price fluctuations rationally, asserting that there is no undisclosed information that should have been revealed [2].

Core Viewpoint - The company emphasizes its commitment to cloud computing and aims to enhance its market competitiveness while improving communication with the market regarding its strategic layout and business progress [2] Group 1: Company Strategy - The company focuses on providing comprehensive cloud solutions, including public, private, and hybrid cloud services [2] - It possesses core advantages such as a neutral market position, strong product development capabilities aligned with customer needs, robust customer relationship management, and excellent customer service [2] Group 2: Future Plans - The company plans to continue deepening its high-quality development strategy to enhance market competitiveness [2] - It aims to strengthen its market communication through various channels, including performance briefings, roadshows, and information disclosures, to clarify its strategic layout and core advantages [2]

Group 1 - The stock of Youke De (688158.SH) closed at 23.14 yuan, with a decline of 3.06%, currently in a broken state [1] - Youke De was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 20, 2020, with an initial offering price of 33.23 yuan per share [1] - The total amount raised from the initial public offering (IPO) was 1.944 billion yuan, with a net amount of 1.840 billion yuan after deducting issuance costs [1] Group 2 - The total issuance costs for Youke De amounted to 104 million yuan, including underwriting and sponsorship fees of 88.31 million yuan [1] - In a follow-up issuance on February 16, 2022, Youke De issued shares at a price of 23.11 yuan per share, raising approximately 700 million yuan [2] - The total fundraising from both the IPO and the follow-on issuance amounted to 2.644 billion yuan [3]

Core Viewpoint - The company, UCloud, announced its first share buyback on November 10, 2025, repurchasing 100,000 shares, which represents 0.022% of its total share capital [2] Summary by Categories Company Actions - UCloud executed its first share buyback through centralized bidding, acquiring a total of 100,000 shares [2] Financial Impact - The repurchased shares account for 0.022% of the company's total share capital, indicating a strategic move to enhance shareholder value [2]

关于以集中竞价交易方式首次回购公司股份的公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/9/30 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 4 | 10 | 月 | 15 | 日~2026 | 年 | 月 | 14 | 日 | | 预计回购金额 | 800万元~1,000万元 | | | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | | | | | | | | | 累计已回购股数 | 10万股 | | | | | | | | | | 累计已回购股数占总股本比例 | 0.022% | | | | | | | | | | 累计已回购金额 | 237.50万元 | | | | ...

Core Viewpoint - The company, UCloud (688158.SH), has initiated its first share buyback through centralized bidding, indicating a commitment to enhancing shareholder value [1] Group 1: Share Buyback Details - The company repurchased 100,000 shares on November 10, 2025, which represents 0.022% of its total share capital [1] - The highest purchase price was 23.8 CNY per share, while the lowest was 23.7 CNY per share [1] - The total amount paid for the buyback was 2.375 million CNY, excluding transaction commissions and other fees [1]

Group 1 - The company plans to repurchase its shares using a budget of no less than RMB 8 million and no more than RMB 10 million, with a maximum repurchase price of RMB 40.33 per share [2][3] - The repurchase period is set for six months from the date of the shareholders' meeting that approved the repurchase plan [2] - As of October 31, 2025, the company has not yet implemented the share repurchase plan and will proceed based on market conditions [3] Group 2 - The company will participate in the 2025 Shanghai-listed companies' third-quarter collective performance briefing on November 13, 2025, from 15:00 to 16:30 [6][7] - The briefing will be held in an interactive online format, allowing investors to engage and ask questions regarding the company's third-quarter performance and financial indicators [8][9] - Key personnel attending the briefing include the Chairman, CEO, and CFO, with potential adjustments based on special circumstances [9]