证券代码：688228 证券简称：开普云 公告编号：2026-016 开普云信息科技股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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 | 2026/2/25 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2026 2 5 | 25 | 日~2026 | 年 | 月 | 日 22 | | 预计回购金额 | 5,000.00万元~10,000.00万元 | | | | | | | 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 | 22.45万股 | | | | | | | 累计已回购股数占总股本比例 | 0.33% | | | | | | | 累计已回购金额 | 2, ...

关于终止重大资产重组事项内幕信息知情人自查期 间买卖股票情况的自查报告 本公司董事会及全体董事保证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。 开普云信息科技股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日披 露了《公司重大资产购买暨关联交易预案》及《公司发行股份购买资产暨关联交 易预案》，拟通过支付现金的方式购买深圳市金泰克半导体有限公司（以下简称 "深圳金泰克"、"交易对方"）持有的南宁泰克半导体有限公司 70%股权、以 发行股份的方式购买深圳金泰克持有的南宁泰克半导体有限公司 30%股权并募 集配套资金（以下简称"本次交易"、"本次重大资产重组"）。公司于 2026 年 2 月 24 日召开第四届董事会第二次临时会议，审议通过《关于终止重大资产 重组的议案》，经公司审慎研究，同意终止本次交易，并授权公司管理层全权办 理终止本次交易的相关事宜。具体内容详见公司于 2026 年 2 月 25 日在上海证券 交易所网站（www.sse.com.cn）披露的《关于终止重大资产重组的公告》（公告 编号：2026-005）。 根据《上市 ...

证券代码：688228 证券简称：开普云 公告编号：2026-014 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 | 2026/2/25 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2026 年 2 月 25 5 | 日~2026 | 年 | 月 | 22 日 | | 预计回购金额 | 5,000.00万元~10,000.00万元 | | | | | | 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 | 22.45万股 | | | | | | 累计已回购股数占总股本比例 | 0.33% | | | | | | 累计已回购金额 | 2,622.43万元 | | | | | | 实际回购价格区间 | 101.17元/股~127.30元/股 | | | | | 一、回购股份的基本情况 ...

关于完成工商变更登记并换发营业执照的公告 证券代码：688228 证券简称：开普云 公告编号：2026-013 开普云信息科技股份有限公司 本公司董事会及全体董事保证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。 开普云信息科技股份有限公司（以下简称"公司"）分别于 2025 年 12 月 1 1 日、2025 年 12 月 30 日召开第三届董事会第二十八次临时会议、2025 年第二 次临时股东大会，审议通过了《关于取消监事会、变更注册资本及注册地址暨修 订<公司章程>的议案》，具体内容详见公司于 2025 年 12 月 12 日在上海证券交 易所网站（www.sse.com.cn）披露的《关于取消监事会、变更注册资本及注册地 址暨修订<公司章程>的公告》（公告编号：2025-078）。 近日，公司已完成上述事项相关的工商变更登记，并取得了广东省东莞市市 场监督管理局换发的《营业执照》，变更后的工商登记信息如下： 名称：开普云信息科技股份有限公司 统一社会信用代码：91441900725969484E 类型：股份有限公司（上市、自然人投资或控股） ...

证券代码：688228 证券简称：开普云 公告编号：2026-012 开普云信息科技股份有限公司 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。 关于以集中竞价交易方式回购公司股份的进展公告 重要内容提示： 三、其他事项 一、回购股份的基本情况 公司于 2026 年 2 月 24 日召开第四届董事会第二次临时会议，审议通过了《关 于以集中竞价交易方式回购公司股份的议案》，同意公司使用自有资金以集中竞 价交易方式回购公司已发行的部分人民币普通股（A 股）股票，回购期限自公司 董事会审议通过股份回购方案之日起 3 个月内。公司拟将本次回购的股份全部用 于维护公司价值及股东权益，回购价格不超过人民币 315.00 元/股，回购金额不低 于人民币 5,000.00 万元（含），不超过人民币 10,000.00 万元（含），详见公司于 2026 年 2 月 25 日在上海证券交易所（www.sse.com.cn）刊登的《关于以集中竞价 交易方式回购公司股份方案的公告》（公告编号 2026-007）、《关于以集中竞价 交易方式回购股份的回 ...

证券代码：688228 证券简称：开普云 公告编号：2026-011 开普云信息科技股份有限公司 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 | 2026/2/25 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2026 2 5 | 25 | 日~2026 | 年 | 月 | 日 22 | | 预计回购金额 | 5,000.00万元~10,000.00万元 | | | | | | | 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 | 7.99万股 | | | | | | | 累计已回购股数占总股本比例 | 0.12% | | | | | | | 累计已回购金额 | 1,0 ...

证券代码：688228 证券简称：开普云 公告编号：2026-010 开普云信息科技股份有限公司 关于回购股份事项前十名股东和前十名无限售条件股 东持股情况的公告 本公司董事会及全体董事保证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。 开普云信息科技股份有限公司（以下简称"公司"）于 2026 年 2 月 24 日召 开第四届董事会第二次临时会议，审议通过了《关于以集中竞价交易方式回购公 司股份的议案》，具体内容详见公司于 2026 年 2 月 25 日披露于上海证券交易所 网站（www.sse.com.cn）的《关于以集中竞价交易方式回购公司股份方案的公告》 （公告编号：2026-007）。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关 规定，现将公司董事会公告回购股份决议的前一个交易日（即 2026 年 2 月 24 日） 登记在册的前十名股东和前十名无限售条件股东的名称、持股数量和持股比例情 况公告如下： 序号 股东名称 总持股数量（股） 持有比例（%） 1 汪敏 18,552,800 27.46 2 海南政通计算机 ...

Investment Rating - The report maintains a "Recommendation" rating for the industry, indicating a positive outlook for investment opportunities [4]. Core Insights - The demand for Tokens is rapidly increasing, driven by breakthroughs in domestic large models such as Zhipu and MiniMax, alongside China's stable and low-cost electricity infrastructure, which is expected to catalyze significant growth in the cloud computing industry [4][31]. - The performance of Chinese large models has reached international standards, with notable cost-performance advantages, positioning them favorably in the global market [14][19]. - The emergence of AI personal assistants, exemplified by products like Youdao Lobster, is expected to generate substantial demand for Tokens, as these assistants operate continuously and assist users with various tasks [25][31]. Summary by Sections Market Review - During the week of February 23-27, the CSI 300 index rose by 1.08%, the SME index increased by 2.87%, and the ChiNext index grew by 1.05%. The computer sector (CITIC) saw a 1.23% increase, with notable gainers including Hailianxun and ST Diweixun [39]. Industry News - Huawei Cloud launched the public beta of CodeArts, an intelligent coding assistant based on a vast code library, integrating code models and development tools [33][34]. - Hong Kong established an AI+ Committee focusing on life health and embodied intelligence, signaling strong policy support for AI-driven industrial transformation [33]. Company News - Huijin Group is planning a significant asset restructuring, aiming to acquire a 20% stake in Cooper New Energy, which will become a subsidiary post-transaction [3][35]. Investment Recommendations - The report suggests focusing on large model manufacturers like Zhipu and MiniMax, as well as cloud computing companies such as Alibaba, Shunwang Technology, and others, anticipating a major turning point in the cloud computing industry with simultaneous revenue and profit growth [4][31].

Group 1 - Ninebot Company achieved a revenue of 21.325 billion yuan in 2025, a year-on-year increase of 50.22%, and a net profit of 1.755 billion yuan, up 61.84% [1] - Huizhong Co., Ltd. reported a revenue of 450 million yuan in 2025, a 16.79% increase, with a net profit of 66.2099 million yuan, up 14.7% [2] - Dalian Heavy Industry achieved a revenue of 15.501 billion yuan in 2025, an 8.54% increase, with a net profit of 588 million yuan, up 18.17% [3] - Jiepte's optical connection business is still in its early stages, contributing less than 5% to total revenue, with uncertainties due to market demand and competition [4] - Yuanguang Software reported a revenue of 2.593 billion yuan in 2025, an 8.12% increase, with a net profit of 301 million yuan, up 2.8% [5] - Kaipu Cloud reported a revenue of 418 million yuan in 2025, a 32.24% decrease, with a net loss of 10.8071 million yuan [6] - Cambricon achieved a total revenue of 6.497 billion yuan in 2025, a 453.21% increase, with a net profit of 2.059 billion yuan, compared to a loss of 452 million yuan in the previous year [7] - Sanxin Medical reported a revenue of 1.64 billion yuan in 2025, a 9.31% increase, with a net profit of 262 million yuan, up 15.43% [8] - Wanji Technology won a project bid worth 22 million yuan, aligning with its smart connected business development plan [9] - Xingrong Environment proposed a cash dividend of approximately 2.35 yuan per 10 shares for 2025, based on a 35% payout ratio of net profit [10] - Lankai Technology achieved a revenue of 5.456 billion yuan in 2025, a 49.94% increase, with a net profit of 2.236 billion yuan, up 58.35% [11] - Muxi Co., Ltd. reported a revenue of 1.644 billion yuan in 2025, a 121.26% increase, but incurred a net loss of 778 million yuan [12] - Hubei Yihua reported a revenue of 25.659 billion yuan in 2025, a 1.04% increase, with a net profit of 889 million yuan, down 16.74% [13] - Microchip Bio proposed a share buyback plan of 80 million to 120 million yuan for employee stock ownership [14] - Moore Thread reported a revenue of 1.506 billion yuan in 2025, a 243.37% increase, with a net loss of 1.024 billion yuan [15] - Huace Navigation achieved a revenue of 3.681 billion yuan in 2025, a 13.24% increase, with a net profit of 681 million yuan, up 16.7% [16] - Jiangfeng Electronics reported a revenue of 4.605 billion yuan in 2025, a 27.75% increase, with a net profit of 481 million yuan, up 20.15% [17] - Wol Nuclear Materials achieved a revenue of 8.451 billion yuan in 2025, a 22% increase, with a net profit of 1.135 billion yuan, up 33.95% [18] - Shenghong Co., Ltd. reported a revenue of 3.463 billion yuan in 2025, a 14.07% increase, with a net profit of 474 million yuan, up 10.58% [19] - Sun Paper achieved a revenue of 39.184 billion yuan in 2025, a 3.79% decrease, with a net profit of 3.258 billion yuan, up 5.05% [20] Group 2 - Wuhan Tianyuan's actual controller plans to reduce holdings by up to 1.93% of the company's shares [21][22] - Zhenghai Bio's shareholder plans to reduce holdings by up to 2% of the company's shares [23] - Baiwei Storage reported a revenue of 11.296 billion yuan in 2025, a 68.72% increase, with a net profit of 867 million yuan, up 437.56% [24] - Jierong Technology received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [25] - Tengda Construction won a bid for a city parking lot construction project worth 172 million yuan [26] - Jiazhen New Energy's shareholder plans to reduce holdings by up to 3% of the company's shares [27] - Jiabiou reported a revenue of 575 million yuan in 2025, a 3.47% increase, with a net profit of 157 million yuan, up 26.15% [28] - Jingsheng Co., Ltd.'s shareholder plans to reduce holdings by up to 3% of the company's shares [29] - Chengdi Xiangjiang's subsidiary signed a significant contract with Shanghai Unicom, with an estimated contract value of 642 million yuan [30] - Guoci Materials plans to acquire 100% of Australian-listed company SDI for 166 million AUD (approximately 816 million yuan) [31] - Zhongfutong plans to raise no more than 643 million yuan through a private placement for various projects [32] - Yuanjie Technology reported a revenue of 601 million yuan in 2025, a 138.5% increase, with a net profit of 191 million yuan, compared to a loss of 6.134 million yuan in the previous year [33] - *ST Dazheng's shareholder plans to reduce holdings by up to 1% of the company's shares [34] - Huasheng Tiancheng clarified its cooperation model with Huawei, indicating that it has a minor impact on overall revenue [35] - Fenghuo Communication reported that its low-orbit satellite communication business contributes less than 1% to total revenue [36] - Huasheng Chang plans to acquire 100% of Jialante's shares for 460 million yuan [37] - Hekang New Energy plans to raise no more than 1.652 billion yuan from Midea Group for various projects [38] - Shuangliang Energy is under investigation by the CSRC for misleading information disclosure [39] - Jingfang Technology reported a revenue of 1.474 billion yuan in 2025, a 30.44% increase, with a net profit of 370 million yuan, up 46.23% [40][41] - Zhongji Xuchuang reported a revenue of 38.24 billion yuan in 2025, a 60.25% increase, with a net profit of 10.799 billion yuan, up 108.81% [42] - Shunluo Electronics reported a revenue of 6.745 billion yuan in 2025, a 14.39% increase, with a net profit of 1.021 billion yuan, up 22.71% [43] - Visual China plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [44] - Haitai Development is under investigation by the CSRC for information disclosure violations [45] - Biyin Lefen's controlling shareholder plans to increase holdings by 100 million to 200 million yuan [46] - Tapa Group reported a revenue of 4.107 billion yuan in 2025, a 3.99% decrease, with a net profit of 634 million yuan, up 17.87% [47] - Lite Optoelectronics plans to invest in a quartz fabric R&D center and production base with a total investment of 1 billion yuan [48] - Demingli reported a revenue of 10.789 billion yuan in 2025, a 126.07% increase, with a net profit of 688 million yuan, up 96.35% [49] - Shengke Communication's state-owned investment fund reduced its shareholding to 13% [50] - Tongxing Technology plans to invest in a sodium-ion battery anode material project with a total investment of approximately 500 million yuan [51] - *ST Rindong applied to revoke the delisting risk warning for its stock, reporting a net profit of 360 million yuan in 2025, compared to a loss of 833 million yuan in the previous year [53] - Guoli Electronics reported a revenue of 1.323 billion yuan in 2025, a 66.98% increase, with a net profit of 70.6089 million yuan, up 133.51% [54] - Jingzhida plans to raise no more than 2.959 billion yuan through a private placement for various projects [55] - Hongdian Film reported a revenue of 2.298 billion yuan in 2025, a 16.55% increase, with a net profit of 159 million yuan, compared to a loss of 96.376 million yuan in the previous year [56] - Jingzhida's shareholders plan to reduce holdings by up to 1.55% of the company's shares [57] - Xin Anjie announced that its chairman is under investigation and has been detained [58]

Core Viewpoint - The company reported a significant decline in both revenue and net profit for the fiscal year 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company achieved an operating revenue of 418 million yuan, representing a year-on-year decrease of 32.24% [1] - The net profit attributable to the owners of the parent company was -10.81 million yuan, reflecting a year-on-year decline of 152.50% [1] - The net profit attributable to the owners of the parent company, after deducting non-recurring gains and losses, was -21.18 million yuan, showing a year-on-year decrease of 339.73% [1]