New Stock Offerings - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - Dongxin Co., Ltd. (688110) reported severe abnormal fluctuations on August 16, 2025[1] - Broadcom Integrated (603068) announced abnormal fluctuations on August 29, 2025[1] Market Alerts - ST Guohua (000004) and ST Gohong (000851) both reported abnormal fluctuations on August 29, 2025[1] - ST Huayang (603825) and ST Zhongji (000972) also indicated abnormal fluctuations on August 29, 2025[1] - ST Yanzhen (603389) reported abnormal fluctuations on August 26, 2025[1] Company Announcements - Zhaoxin Technology (603377) announced abnormal fluctuations on August 27, 2025[1] - Longyang Electronics (301396) reported significant fluctuations on August 28, 2025[1] - ST Dongshi (603377) indicated abnormal fluctuations on August 22, 2025[1]

Investment Rating - The report maintains an "Overweight" rating for the computer industry, expecting the industry index to outperform the market index by more than 10% in the next six months [1]. Core Insights - The State Council has officially released the "Artificial Intelligence+" action plan, aiming for widespread integration of AI across six key areas by 2027, with a target application penetration rate of over 70% for new intelligent terminals and agents. By 2030, this rate is expected to exceed 90%, leading to a new stage of intelligent economy and society by 2035. The report suggests that continuous top-level policy support will accelerate AI applications across various fields, enhancing the infrastructure for AI, including algorithms, computing power, and data [2][20][28]. Summary by Sections Industry Performance Review - The computer sector has seen a cumulative increase of 13.61% over the past two weeks (2025/8/15-2025/8/28), outperforming the CSI 300 index by 6.65 percentage points, ranking 4th among 31 first-level industries. In August, the sector rose by 17.21%, and year-to-date, it has increased by 32.54%, surpassing the CSI 300 index by 19.10 percentage points [2][9][12]. Valuation Situation - As of August 28, 2025, the SW computer sector's PE TTM (excluding negative values) stands at 61.77 times, placing it in the 96.09th percentile for the past five years and the 91.96th percentile for the past ten years [19][21]. Industry News - Key developments include the State Council's release of the "Artificial Intelligence+" action plan, the launch of DeepSeek-V3.1, Google's introduction of the Gemini 2.5 Flash Image model, OpenAI's GPT-realtime voice model, xAI's Grok Code Fast 1, and Alibaba's open-source video generation model Wan2.2-S2V [20][22][23]. Company Announcements - Notable company announcements include: - Dameng Data reported a 48.65% increase in revenue to 523 million yuan and a 98.36% rise in net profit to 205 million yuan for the first half of 2025 [23]. - Inspur Information achieved a revenue of 80.192 billion yuan, up 90.05%, with a net profit of 799 million yuan, a 34.87% increase [23]. - Yonyou Network reported a revenue decline of 5.9% to 3.581 billion yuan, with a net loss of 945 million yuan [23][24]. Investment Opportunities - The report suggests focusing on investment opportunities in AI applications and computing power, highlighting companies such as: - GuoDianYunTong (002152.SZ) for its stable growth in financial technology and deepening layout in data elements and computing power [29]. - Digital China (000034.SZ) as a core partner in the "Kunpeng + Ascend" industry chain, expected to benefit from rising domestic computing power demand [29]. - Inspur Information (000977.SZ) for its strong position in cloud computing and AI servers [29].

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 44.34 billion yuan, while the Sci-Tech Innovation Board saw a net inflow of 2.57 billion yuan [1] - A total of 214 stocks on the Sci-Tech Innovation Board had net inflows, while 372 stocks had net outflows [1] Stock Performance - On the Sci-Tech Innovation Board, 390 stocks rose, with one stock, Dingtong Technology, hitting the daily limit, while 192 stocks declined [1] - The stock with the highest net inflow was SMIC, with 2.49 billion yuan, followed by Lanke Technology and Chipone Technology with net inflows of 644 million yuan and 449 million yuan, respectively [1] Continuous Fund Flow - There are 54 stocks that have seen continuous net inflows for more than three trading days, with Huafeng Measurement Control leading at nine consecutive days of inflow [1] - Conversely, 166 stocks have experienced continuous net outflows, with ST Nuotai and Xuantai Pharmaceutical both seeing 13 consecutive days of outflow [1] Top Net Inflows - The top stocks by net inflow include: - SMIC: 2.49 billion yuan, 9.18% inflow rate, 17.45% increase [1] - Lanke Technology: 644 million yuan, 6.97% inflow rate, 8.60% increase [1] - Chipone Technology: 449 million yuan, 9.88% inflow rate, 6.99% increase [1] Top Net Outflows - The stocks with the highest net outflows include: - Borui Pharmaceutical: 548 million yuan, 6.63% decrease [1] - Kaipu Cloud: 188 million yuan, 1.88% decrease [1] - CloudWalk Technology: 187 million yuan, 6.63% decrease [1]

Group 1 - The independent director system plays a crucial role in promoting standardized operations of listed companies, protecting the legitimate rights and interests of small and medium investors, and fostering the healthy and stable development of the capital market [1] - In the A-share market, the highest remuneration for independent directors is 1.07 million yuan, while the lowest is 9,600 yuan, with 61 independent directors earning over 500,000 yuan and 6,545 earning less than 100,000 yuan [1] - Over 2,000 independent directors are aged 65 and above, including 23 who are over 80 years old, and more than 3,500 are aged between 60 and 69 [1] Group 2 - In 2024, He Qiang served as an independent director for three listed companies, receiving a total remuneration of 610,000 yuan, with specific amounts of 150,000 yuan from Jingwang Electronics, 160,000 yuan from Kaipu Cloud, and 300,000 yuan from Huaneng International [1] - He Qiang attended all board meetings and shareholder meetings for the companies he served, voting in favor of all resolutions without raising any objections or abstentions [3] - He Qiang holds multiple independent director positions, including at Huaneng International, Jingwang Electronics, Kaipu Cloud, Guoyuan Futures, China Minsheng Trust, and Yingda Fund, and has a notable academic and governmental background [3]

Group 1 - The independent director system plays a crucial role in promoting standardized operations of listed companies, protecting the legitimate rights and interests of small and medium investors, and fostering the healthy and stable development of the capital market [1] - In the A-share market, the highest remuneration for independent directors is 1.07 million yuan, with 217 independent directors not receiving any remuneration, while the lowest remuneration is 9,600 yuan. Additionally, 61 independent directors earn over 500,000 yuan, and 6,545 earn less than 100,000 yuan [1] - Over 2,000 independent directors are aged 65 and above, with 23 being over 80 years old, and more than 3,500 are aged between 60 and 69 [1] Group 2 - In 2024, He Qiang served as an independent director for three listed companies, receiving a total remuneration of 610,000 yuan, with specific amounts of 150,000 yuan from Jingwang Electronics, 160,000 yuan from Kaipu Cloud, and 300,000 yuan from Huaneng International [1] - He Qiang attended all board meetings and shareholder meetings for the companies he served, voting in favor of all resolutions without raising any objections or abstaining [3] - He Qiang holds multiple independent director positions, including at Huaneng International, Jingwang Electronics, Kaipu Cloud, Guoyuan Futures, China Minsheng Trust, and Yingda Fund, and has a notable academic and governmental background [3]

Group 1 - The independent director system plays a crucial role in promoting standardized operations of listed companies, protecting the legal rights of small and medium investors, and fostering the healthy and stable development of the capital market [1] - In the A-share market, the highest remuneration for independent directors is 1.07 million yuan, while the lowest is 9,600 yuan, with 61 independent directors earning over 500,000 yuan and 6,545 earning less than 100,000 yuan [1] - Over 2,000 independent directors are aged 65 and above, including 23 who are over 80 years old, and more than 3,500 are aged between 60 and 69 [1] Group 2 - In 2024, He Qiang served as an independent director for three listed companies, receiving a total remuneration of 610,000 yuan, with specific amounts of 150,000 yuan from Jingwang Electronics, 160,000 yuan from Kaipu Cloud, and 300,000 yuan from Huaneng International [1] - He Qiang attended all board meetings and shareholder meetings for the companies he served, voting in favor of all resolutions without raising any objections or abstentions [3][3][3] - He Qiang holds multiple independent director positions, including at Huaneng International, Jingwang Electronics, Kaipu Cloud, Guoyuan Futures, China Minsheng Trust, and Yingda Fund, and has a notable academic and professional background [3]

证券代码：688228 证券简称：开普云 公告编号：2025-058 开普云信息科技股份有限公司 股票交易异常波动公告 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。 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"）股票于 2025 年 8 月 27 日、8 月 28 日连续两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。公司已于 2025 年 8 月 27 日披露《公司股票交易异常波动公告》（公告编号：2025-057），公司 股票于 2025 年 8 月 25 日、8 月 26 日连续两个交易日收盘价格涨幅偏离值累 计超过 30%，属于股票交易异常波动情形。公司股价短期涨幅较大，敬请投 资者注意二级市场股票交易风险。 公司于 2025 年 8 月 25 日在指定信息披露媒体和上海证券交易所网站 （http://www.sse.com.cn）上披露《公司重大资产购买暨关联交易预案》《公 司发行 ...

Market Performance - On August 28, the IT services sector rose by 1.76%, with Kaipu Cloud leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Top Gainers in IT Services - Kaipu Cloud (688228) closed at 132.00, up 16.09% with a trading volume of 135,700 shares and a transaction value of 1.67 billion [1] - Qiming Information (002232) closed at 25.84, up 10.00% with a trading volume of 210,300 shares [1] - Yanshan Technology (002195) closed at 8.05, up 9.97% with a trading volume of 16.47 million shares [1] - Huibo Yuntong (301316) closed at 60.59, up 9.70% with a trading volume of 397,300 shares [1] - Other notable gainers include Weike Technology (300290) and Zhongke Xingtou (688568) with increases of 7.73% and 6.66% respectively [1] Top Losers in IT Services - Jiadu Technology (600728) closed at 7.42, down 8.05% with a trading volume of 3.93 million shares [2] - Top Cloud Agriculture (301556) closed at 111.39, down 7.67% with a trading volume of 35,900 shares [2] - ST Yunchuang (835305) closed at 16.84, down 7.22% with a trading volume of 118,900 shares [2] - Other significant decliners include Nengke Technology (603859) and Zheda Wanshin (600797) with decreases of 5.21% and 3.99% respectively [2] Capital Flow in IT Services - On the same day, the IT services sector experienced a net outflow of 6.682 billion from institutional investors, while retail investors saw a net inflow of 5.306 billion [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Huibo Yuntong (301316) had a net inflow of 1.61 billion from institutional investors, while retail investors experienced a net outflow [3] - Qiming Information (002232) saw a net inflow of 76.17 million from institutional investors, but also faced outflows from retail investors [3] - Other stocks like Meili Cloud (000815) and Zhongke Xingtou (688568) showed varying degrees of net inflows and outflows among different investor categories [3]

Core Viewpoint - A total of 84 stocks have experienced consecutive increases for 5 trading days or more as of August 28, with notable performances from Tianrongxin and others [1] Group 1: Stock Performance - Tianrongxin has seen a consecutive increase for 11 trading days [1] - *ST Guohua, Yiyuan Communication, Inner Mongolia Xinhua, and Guangda Special Materials have each increased for 10 consecutive trading days [1] - During its consecutive rise, Kaipu Cloud achieved a cumulative increase of 100.61% [1] - Tianrongxin recorded a cumulative increase of 65.27% during its consecutive rise [1]

Group 1 - The core point of the article is that Kaipu Cloud Information Technology Co., Ltd. has won a contract for the government website and new media monitoring service project from the Liu'an Municipal Government Office, with a bid amount of 331,000 [2] - The company has made investments in 15 enterprises and participated in 2,094 bidding projects [1] - Kaipu Cloud holds 61 trademark registrations, 41 patents, and 244 copyright registrations, along with 104 administrative licenses [1]