Market Overview - The IT services sector experienced a decline of 3.02% on February 2, with Aerospace Hongtu leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable gainers in the IT services sector included: - Yacon Co., Ltd. (301085) with a closing price of 63.45, up 11.90% on a trading volume of 118,500 shares and a transaction value of 748 million [1] - Jiachuang Video (300264) closed at 6.52, up 4.32% with a trading volume of 289,200 shares and a transaction value of 190 million [1] - Significant decliners included: - Aerospace Hongtu (688066) with a closing price of 28.55, down 20.01% on a trading volume of 47,100 shares and a transaction value of 135 million [2] - Kaipu Cloud (688228) closed at 195.84, down 20.00% with a trading volume of 40,700 shares and a transaction value of 861 million [2] Capital Flow - The IT services sector saw a net outflow of 3.333 billion from institutional investors, while retail investors experienced a net inflow of 2.195 billion [2] - The capital flow for specific stocks showed: - Yacon Co., Ltd. (301085) had a net inflow of 65.7874 million from institutional investors, while retail investors had a net outflow of 21.3519 million [3] - Guangyun Technology (688365) recorded a net inflow of 57.4734 million from institutional investors, with retail investors seeing a net outflow of 10.2 million [3]

每经AI快讯，开普云今日跌停，成交额8.61亿元，换手率6.03%，盘后龙虎榜数据显示，沪股通专用席 位买入4263.05万元并卖出2239.37万元，有3家机构专用席位净卖出2.44亿元。 ...

开普云今日20cm跌停，成交额8.61亿元，换手率6.03%，盘后龙虎榜数据显示，沪股通专用席位买入 4263.05万元并卖出2239.37万元，有3家机构专用席位净卖出2.44亿元。 ...

Market Overview - On February 2, the A-share market experienced a significant decline, with all three major indices dropping over 2%, and the Sci-Tech 50 Index falling more than 3% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.61 trillion yuan, a decrease of 255.8 billion yuan compared to the previous trading day [1] - Over 4,600 stocks in the market declined, with 123 stocks hitting the daily limit down [1] Index Performance - Shanghai Composite Index: 4015.75, down 102.20 points (-2.48%) [2] - Shenzhen Component Index: 13824.35, down 381.54 points (-2.69%) [2] - Sci-Tech Innovation Index: 1760.23, down 72.33 points (-3.95%) [2] - Total A-shares: 6599.89, down 183.90 points (-2.71%) [2] - ChiNext Index: 3264.11, down 82.24 points (-2.46%) [2] Sector Performance - The liquor sector showed resilience, with stocks like Huangtai Liquor and Jinhui Liquor experiencing multiple consecutive gains [2] - The electric grid equipment sector performed well, with several stocks such as Hancable and Baiyun Electric hitting the daily limit up [2] - The non-ferrous metals sector faced severe losses, with stocks like Sichuan Gold and Chifeng Gold hitting the daily limit down [4] Commodity Market - On February 2, spot gold prices fell below $4500 per ounce for the first time since January 9, closing around $4528 per ounce [4] - Spot silver also dropped significantly, falling over 12% to around $72 per ounce [4] - The commodities market saw widespread declines, with over 10 futures contracts hitting the daily limit down, including gold, silver, and crude oil [4] Fund Performance - Due to the sharp decline in international gold prices, many gold-themed funds experienced significant losses, with multiple ETFs hitting the daily limit down [5] - The oil and gas sector also saw a wave of limit downs, affecting stocks like Zhongman Petroleum and Zhun Oil [5] - Agricultural stocks faced declines as well, with companies like Dabeinong and Xiamen Xiangyu hitting the daily limit down [5]

Group 1 - Domestic commodity futures closed lower, with major contracts for silver, palladium, platinum, nickel, tin, copper, aluminum, international copper, stainless steel, crude oil, fuel oil, aluminum alloy, and lithium carbonate hitting the limit down [1] - Zinc fell over 6%, while fuel oil and pure benzene dropped more than 5%, and ethylene glycol and liquefied gas declined over 4% [1] - A few commodities like caustic soda and logs saw slight increases [1] Group 2 - The three major indices in the A-share market fell over 2%, with the Sci-Tech Innovation 50 Index dropping more than 3% [2] - The total trading volume in the Shanghai and Shenzhen markets was 2.58 trillion, a decrease of 250.8 billion compared to the previous trading day [2] - Over 4,600 stocks in the market declined, with 123 stocks hitting the limit down [2]

兆易创新封跌停，此前开普云、万润科技、中电港、太极实业、深科技跌停，中微半导、普冉股份、香 农芯创、江波龙等均跌超10%。 (本文来自第一财经) 兆易创新封跌停，此前开普云、万润科技、中电港、太极实业、深科技跌停，中微半导、普冉股份、香 农芯创、江波龙等均跌超10%。 (本文来自第一财经) ...

2026年2月2日，开普云（sh688228）触及跌停，跌停价195.84元，涨幅-20%，总市值132.30亿元，流通 市值132.30亿元，截止发稿，总成交额8.08亿元。 根据喜娜AI异动分析，开普云跌停原因可能如下，业绩亏损+行业整合风险+股价回调： 1. 公司经营业 绩不理想：2025年业绩预告显示归母净利润同比下降139%-158%，出现800 - 1200万元亏损，这表明公 司在过去一年经营面临较大困难，盈利能力显著下滑，会影响投资者对公司的信心，进而导致股价下 行。 2. 业务转型存在挑战：公司正从传统软件业务向"AI + 半导体存储"双轮驱动转型，收购金泰克半 导体存储业务，但半导体存储业务与现有业务协同效应待验证，跨行业整合存在风险，市场对公司业务 转型的前景存在担忧。 3. 市场概念与股价背离：2026年1月新增AI应用（AIGC）概念带来利好，但股 价在1月27日创历史新高后，结合业绩亏损的情况来看，此前股价上涨可能存在市场炒作因素，这种背 离情况难以持续，股价有回调需求。 4. 资金流向与股价压力：此前融资融券余额增幅提升了市场对公 司股票的关注度和交易活跃度，但在业绩亏损的背景下， ...

Core Viewpoint - The company, Kape Cloud Information Technology Co., Ltd., anticipates a significant decline in net profit for the fiscal year 2025, projecting a loss compared to the previous year, primarily due to goodwill impairment and ongoing investments in AI technology [1][2]. Financial Performance Forecast - The company expects a net profit attributable to shareholders of the parent company to be between -8 million to -12 million yuan for 2025, representing a decrease of 2,859 million to 3,259 million yuan, or a decline of 139% to 158% year-on-year [1]. - The projected net profit, excluding non-recurring gains and losses, is expected to be between -18.5 million to -22.5 million yuan, a decrease of 2,734 million to 3,134 million yuan, or a decline of 309% to 355% year-on-year [1]. Previous Year Performance - In 2024, the total profit was 14.05 million yuan, with a net profit attributable to shareholders of the parent company at 20.59 million yuan, and a net profit excluding non-recurring gains and losses at 8.84 million yuan, with earnings per share of 0.31 yuan [4]. Reasons for Performance Changes - The company conducted a comprehensive review and impairment testing of goodwill related to its energy business, leading to an expected impairment provision of 16 million to 18 million yuan, which, when excluded, results in a positive net profit [5]. - The company is deepening the application of AI technology in core industry scenarios and continues to invest in AI R&D, although the commercialization of these technologies requires time, impacting financial results. The company has improved its accounts receivable collection, resulting in a significant decrease in accounts receivable and achieving a historical high in net cash flow from operating activities [5]. - Looking ahead, the company has a complete technical reserve and business support, continuing to implement its "AI computing power + intelligent agents + smart applications" strategy, launching multiple AI applications to support order acquisition and accelerate AI application penetration [5].

告期内，公司持续深化AI技术在行业客户等核心应用场景的落地渗透，持续进行AI技术的研发投入， 但由于相关技术的规模化、商业化落地仍需一定周期，财务数据受到相关影响。在国家政策支持的背景 下，公司加强应收账款催收力度，应收账款余额显著下降，经营活动产生的现金流量净额创历史新高。 格隆汇1月30日丨开普云(688228.SH)公布，公司预计2025年年度实现归属于母公司所有者的净利润 为-800万元至-1,200万元，与上年同期相比，将出现亏损，将减少2,859万元至3,259万元，同比下降 139%至158%。预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润为-1,850万元 至-2,250万元，与上年同期相比，将减少2,734万元至3,134万元，同比下降309%至355%。 展望未来，公司的发展前景已具备完整技术储备和业务支撑。继续实施"AI算力+智能体+智慧应用"全 栈战略，公司推出了多款深度服务落地场景的AI应用，为后续持续获取订单、加速AI应用渗透提供支 撑。 公司基于谨慎性原则，预计对商誉计提减值准备1,600万至1,800万，剔除前述因素影响后，公司预计 2025年年度实现归属于 ...

北京商报讯（记者 魏蔚）1月30日，根据开普云发布的2025年业绩预告，公司净亏损800万元-1200万 元，2024年公司净利润2058.68万元。 ...