11月6日，开普云涨5.2%，截至发稿，报173.46元/股，成交3.28亿元，换手率2.88%，总市值117.17亿 元。 易方达科顺定开混合(LOF)（161132）成立日期2018年10月26日，最新规模7195.88万。今年以来收益 25.77%，同类排名3404/8149；近一年收益19.2%，同类排名3716/8053；成立以来收益115.39%。 易方达科顺定开混合(LOF)（161132）基金经理为张晓宇。 截至发稿，张晓宇累计任职时间2年246天，现任基金资产总规模9.13亿元，任职期间最佳基金回报 20.24%， 任职期间最差基金回报14.48%。 易方达供给改革混合（002910）基金经理为杨宗昌。 截至发稿，杨宗昌累计任职时间6年200天，现任基金资产总规模31.74亿元，任职期间最佳基金回报 269.01%， 任职期间最差基金回报-17%。 从基金十大重仓股角度 数据显示，易方达基金旗下1只基金重仓开普云。易方达科顺定开混合(LOF)（161132）三季度持有股 数1.43万股，占基金净值比例为4.08%，位居第十大重仓股。根据测算，今日浮盈赚取约12.28万元。 资料显示，开普云信 ...

（文章来源：每日经济新闻） 每经AI快讯，财税数字化板块盘初走低，天亿马下跌3.54%，久其软件下跌2.85%，开普云下跌2.68%。 ...

Market Performance - The IT services sector increased by 1.47% on November 3, with Rongke Technology leading the gains [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Top Gainers in IT Services - Rongke Technology (300290) closed at 29.69, up 12.04% with a trading volume of 709,800 shares and a transaction value of 2.072 billion [1] - Huina Technology (300609) closed at 45.59, up 11.79% with a trading volume of 203,300 shares and a transaction value of 920 million [1] - Shenzhou Information (000555) closed at 20.85, up 10.03% with a trading volume of 2,181,600 shares and a transaction value of 4.294 billion [1] Market Capital Flow - The IT services sector experienced a net outflow of 453 million from institutional investors, while retail investors saw a net inflow of 238 million [2] - The overall net inflow from speculative funds was 214 million [2] Individual Stock Capital Flow - Huasheng Tiancai (600410) had a net inflow of 289 million from institutional investors, but a net outflow of 84.074 million from speculative funds [3] - Shenzhou Information (000555) saw a net inflow of 248 million from institutional investors, with a significant outflow of 1.46 billion from speculative funds [3] - Zhongke Xingtai (688568) had a net inflow of 186 million from institutional investors and a net inflow of 266 million from speculative funds [3]

Core Viewpoint - The stock price of Kaipu Cloud has experienced a decline of 6.2% over the past three days, closing at 180.10 CNY per share with a market capitalization of 12.16 billion CNY [1] Group 1: Company Overview - Kaipu Cloud Information Technology Co., Ltd. is located in Dongguan, Guangdong Province, and was established on April 17, 2000, with its IPO on March 27, 2020 [1] - The company's main business includes providing internet content service platform construction, operation, and big data services for various government agencies, large and medium-sized enterprises, and media units across the country [1] - Revenue composition is as follows: Intelligent Source 49.34%, AI Large Model and Computing Power 20.04%, AI Content Security 15.37%, Smart Government and Others 15.13%, Other (Supplement) 0.12% [1] Group 2: Shareholder Information - E Fund's Supply-side Reform Mixed Fund (002910) has entered the top ten circulating shareholders of Kaipu Cloud, holding 370,100 shares, which is 0.55% of the circulating shares [2] - The fund has incurred a floating loss of approximately 917,900 CNY today and a total floating loss of 4.4043 million CNY over the past three days [2] - The fund was established on January 25, 2017, with a current size of 3.119 billion CNY and has achieved a year-to-date return of 36.69% [2] Group 3: Fund Performance - E Fund's Supply-side Reform Mixed Fund (002910) has a cumulative return of 240.32% since inception, with a best return of 273.94% and a worst return of -17% during the manager's tenure [3] - The fund manager, Yang Zongchang, has been in position for 6 years and 197 days, managing assets totaling 3.174 billion CNY [3] Group 4: Top Holdings - E Fund's Keshun Fixed Opening Mixed Fund (LOF) (161132) holds 14,300 shares of Kaipu Cloud, representing 4.08% of the fund's net value [4] - The fund has a floating loss of approximately 35,500 CNY today and a total floating loss of 170,300 CNY over the past three days [4] - The fund was established on October 26, 2018, with a current size of 71.9588 million CNY and a year-to-date return of 27.22% [4]

Group 1 - The core viewpoint of the news is that Kaipu Cloud (688228.SH) has reported its Q3 2025 results, highlighting significant institutional investor interest and changes in shareholding patterns [1] Group 2 - As of October 30, 2025, a total of 23 institutional investors disclosed holdings in Kaipu Cloud A-shares, with a combined holding of 23.1446 million shares, representing 34.28% of the total share capital [1] - The top ten institutional investors include Dongguan Zhitong Computer Technology Co., Ltd., Beijing Qinghan Cultural Communication Co., Ltd., and several mutual funds, with the top ten collectively holding 33.55% of the shares, an increase of 4.47 percentage points from the previous quarter [1] Group 3 - In the public fund sector, 19 new public funds were disclosed this quarter, including Southern Growth Pioneer Mixed A and E Fund Supply Reform Mixed [2] - A total of 40 public funds were not disclosed this quarter compared to the previous one, including Fortune Information Technology Mixed A and Huaxia Shanghai Stock Exchange Science and Technology Innovation Board Comprehensive ETF [2]

Core Insights - The company reported a revenue of 70.9389 million yuan for Q3 2025, representing a year-on-year decline of 4.46% [1] - The net profit attributable to shareholders was -7.3955 million yuan, indicating a loss [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -10.3127 million yuan [1]

证券代码：688228 证券简称：开普云 公告编号：2025-069 开普云信息科技股份有限公司 关于 2022 年限制性股票激励计划预留授予部分第二个 归属期归属结果暨股份上市公告 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。 本次股票上市流通总数为32,520股。 本次股票上市流通日期为2025 年 11 月 4 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责任 公司上海分公司有关业务规则的规定，开普云信息科技股份有限公司（以下简称 "公司"）于 2025 年 10 月 30 日收到中国证券登记结算有限责任公司上海分公司出 具的《证券变更登记证明》，公司完成了 2022 年限制性股票激励计划预留授予部 分第二个归属期的股份登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 1、2022 年 8 月 26 日，公司召开第二届董事会第二十一次临时会议，会议审 议通过了《关于公司<2022 年限制性股票激励计划（草案）>及其摘要的议案》《关 于公司<2022 年限制性 ...

Financial Performance - The company's operating revenue for the third quarter was ¥70,938,868.32, a decrease of 4.46% compared to the same period last year[3]. - The total profit for the quarter was -¥12,608,667.81, with a year-to-date total profit of -¥16,631,902.20[3]. - The net profit attributable to shareholders was -¥7,395,511.17, reflecting a significant decrease of 2,547.43% year-over-year[3]. - The basic earnings per share for the quarter was -¥0.11, a decrease of 1,200% compared to the same period last year[4]. - Net profit for the first three quarters of 2025 was reported at -¥9,671,260.30, an improvement compared to -¥32,800,191.68 in the same period of 2024[21]. - Total comprehensive income for the period attributable to the parent company was -3,618,184.44 CNY, compared to -16,082,742.22 CNY in the same period last year[22]. - Basic and diluted earnings per share were both -0.05 CNY, an improvement from -0.24 CNY year-over-year[22]. Research and Development - Research and development expenses totaled ¥18,006,398.29, accounting for 25.38% of operating revenue, a decrease of 8.52 percentage points compared to the previous year[4]. - Research and development expenses decreased to ¥42,582,543.07 from ¥59,824,091.92, reflecting a reduction of approximately 28.8%[20]. Assets and Liabilities - The total assets at the end of the reporting period were ¥1,929,575,976.32, a decrease of 2.28% from the end of the previous year[4]. - The company's total assets amounted to ¥1,929,575,976.32, a decrease from ¥1,974,500,221.78[18]. - Total liabilities decreased to ¥478,576,740.29 from ¥546,514,690.81, indicating a reduction of about 12.4%[17]. - The equity attributable to shareholders of the parent company increased to ¥1,332,748,317.77 from ¥1,301,635,723.16, showing a growth of approximately 2.9%[18]. Cash Flow - The cash flow from operating activities was not applicable for the current period, with a year-to-date net cash flow of -¥43,214,275.07[3]. - Cash inflow from operating activities totaled 416,002,717.52 CNY, slightly up from 413,135,020.49 CNY in the previous year[25]. - Net cash flow from operating activities was -43,214,275.07 CNY, an improvement from -161,297,837.14 CNY year-over-year[26]. - Cash inflow from investment activities was 1,594,331,920.36 CNY, significantly higher than 706,581,494.58 CNY in the same period last year[26]. - Net cash flow from investment activities was 38,001,405.58 CNY, recovering from -298,234,299.49 CNY year-over-year[26]. - Cash inflow from financing activities amounted to 62,173,862.88 CNY, compared to 46,068,395.34 CNY in the previous year[26]. - Net cash flow from financing activities was 14,689,604.80 CNY, an improvement from -44,444,282.21 CNY year-over-year[26]. - The ending cash and cash equivalents balance was 249,650,048.51 CNY, up from 124,039,681.64 CNY in the same period last year[27]. Shareholder Information - Total number of common shareholders at the end of the reporting period is 8,215[11]. - The largest shareholder, Wang Min, holds 18,552,800 shares, representing 27.48% of total shares[11]. - Dongguan Zhitong Computer Technology Co., Ltd. holds 12,672,000 shares, accounting for 18.77%[11]. - The company has a repurchase account holding 377,151 shares, representing 0.56% of total shares[13]. - No changes reported in the participation of major shareholders in margin trading[13]. Government Subsidies - The company received government subsidies amounting to ¥1,539,900.00 during the quarter, contributing to its financial performance[6]. Other Information - The company has not disclosed any significant operational changes during the reporting period[13]. - The company did not apply new accounting standards for the current year[28].

证券代码：688228 证券简称：开普云 公告编号：2025-068 开普云信息科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： 开普云信息科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日披露公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 10 日 13:30-14:30 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次业绩说明会以网络文字互动方式召开，公司将针对 2025 年第三季度经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一）会议召开时间：2025 年 11 月 10 日（星期一） 13:30-14:30 （二）会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 ...

Group 1 - The core point of the news is that Kaipu Cloud's stock has dropped by 5.1%, currently trading at 194.50 CNY per share, with a total market capitalization of 13.132 billion CNY [1] - Kaipu Cloud Information Technology Co., Ltd. was established on April 17, 2000, and went public on March 27, 2020. The company provides internet content service platform construction, operation, and maintenance, as well as big data services for government agencies, large and medium-sized enterprises, and media units [1] - The main business revenue composition includes: Intelligent Source 49.34%, AI Large Model and Computing Power 20.04%, AI Content Security 15.37%, Smart Government and Others 15.13%, and Others 0.12% [1] Group 2 - From the perspective of fund holdings, Yinhua Fund has one fund heavily invested in Kaipu Cloud, specifically the Yinhua Digital Economy Stock Initiation A (015641), which holds 343,300 shares, accounting for 4.43% of the fund's net value [2] - The Yinhua Digital Economy Stock Initiation A fund has a total scale of 443 million CNY and has achieved a year-to-date return of 35.98%, ranking 1376 out of 4218 in its category [2] - The fund manager, Wang Xiaochuan, has been in position for 3 years and 163 days, with the fund's total asset scale at 2.02 billion CNY. The best return during his tenure is 72.88% [3]