开普云公告，公司正在筹划发行股份及/或支付现金的方式收购深圳市金泰克半导体有限公司或其存储 业务资产的控制权。根据上海证券交易所的相关规定，公司A股股票自2025年8月11日开市起停牌，预 计停牌时间不超过10个交易日。截至本公告披露之日，公司及有关各方正在积极推进本次交易相关工 作，相关各方正在就本次交易方案等进行沟通、协商和论证。本次交易的具体方案以各方进一步签署的 交易文件为准，尚需履行必要的内部决策程序，并需经有权监管机构批准后方可正式实施，能否实施尚 存在不确定性。 ...

Core Viewpoint - The company Kaipu Cloud is planning a significant asset restructuring by acquiring control of Shenzhen Kimtigo Semiconductor Co., Ltd. or its storage business assets through share issuance and/or cash payment [1][9]. Group 1: Company Overview - Kaipu Cloud, founded in 2000 and listed on the Science and Technology Innovation Board in March 2020, is positioned as a full-stack AI product service provider in the AGI era [3][7]. - The company focuses on "AI computing power + intelligent agents + smart applications" and has developed various products, including the Kaiwu industry large model and the Kaiwu large model operation management system (LLMOps) [3][5]. - As of August 11, 2023, Kaipu Cloud's market capitalization is 4.4 billion yuan [7]. Group 2: Target Company Overview - Shenzhen Kimtigo Semiconductor Co., Ltd., established on December 21, 2012, has a registered capital of 82.495 million yuan and is led by its chairman and general manager, Li Chuangfeng [8]. - The company specializes in high-end storage products and has established strategic partnerships with international manufacturers such as Samsung and SK Hynix [3][7]. - Kimtigo has accumulated over 200 independent intellectual property rights and has developed a unique competitive advantage in semiconductor data storage product design and manufacturing [7][8]. Group 3: Transaction Details - The transaction is expected to be classified as a significant asset restructuring under the regulations of the Management Measures for Major Asset Restructuring of Listed Companies [8]. - The final transaction counterparties will be disclosed in subsequent announcements by Kaipu Cloud, with no change in the actual controller of the company anticipated [8].

Group 1: Core Views - Kaipu Cloud (688228.SH) announced a restructuring plan to acquire Shenzhen Jintaike Semiconductor Co., Ltd. or its storage business assets, amidst challenging circumstances for both parties [2] - Kaipu Cloud is facing a significant decline in performance, with a projected revenue drop of 11% in 2024 and a staggering 31% decline in Q1 of the same year [2][7] - Jintaike, despite being a capital darling with multiple financing rounds, reported a net asset of -379 million yuan in 2024 and a substantial loss of 350 million yuan in 2023 [2][5] Group 2: Financial Performance - Kaipu Cloud's revenue for 2024 is expected to be 617 million yuan, a year-on-year decrease of 10.98%, with Q1 revenue dropping to 60.29 million yuan, down 31.32% [7] - Jintaike's revenue for 2023 and the first half of 2024 was 941 million yuan and 2.21 billion yuan respectively, but it reported a net loss of 351 million yuan in 2023 and a net profit of 143 million yuan in H1 2024 [5][6] Group 3: Investment and Valuation - Jintaike's valuation has increased significantly, from 1.5 billion yuan to 1.8 billion yuan within six months, indicating a rapid rise in investor interest despite its financial struggles [5] - If Kaipu Cloud acquires a controlling stake (over 51%) in Jintaike, the transaction value could exceed 900 million yuan, not accounting for potential premium due to investor return expectations [5] Group 4: Strategic Considerations - The acquisition aims to integrate storage hardware resources to support Kaipu Cloud's AI model and computing power business, potentially creating a synergistic effect [9] - However, the actual synergy may be limited as Kaipu Cloud's core revenue still heavily relies on its digital intelligence and government services, with AI computing power contributing only 20% [9] Group 5: Management Sentiment - The recent performance decline has led to a mass sell-off by key executives, signaling a lack of confidence in the company's future prospects [10] - The combination of Kaipu Cloud's declining performance and Jintaike's unstable financial situation raises significant concerns about the viability of the acquisition [10]

每经AI快讯，Wind数据显示，8月11日，金橙子、衢州发展、开普云等9只个股停牌。 ...

Group 1: Major Asset Restructuring and Control Changes - Kaipu Cloud (688228) is planning a significant asset restructuring and will be suspended from trading starting August 11, 2025 [2] - Jiachuan Vision's control will change from Chen Kunjian to Mao Guangfu and Li Li, with the resumption of trading on August 11, 2025 [2][3] - Hangzhou High-tech's controlling shareholder will transfer 19.03% of shares to Beijing Jirong Weiye Energy Technology Co., Ltd. for a total of 495 million yuan [2][3] - Qidi Pharmaceutical's controlling shareholder will transfer 58,606,962 shares to Hunan Sailoxian, resulting in a change of control [3] Group 2: Companies Planning to List in Hong Kong - Wanxing Technology plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy [4] - Puyuan Precision plans to issue H-shares and list on the Hong Kong Stock Exchange, considering the interests of existing shareholders [4] - Kefu Medical intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange, also considering existing shareholders' interests [4] Group 3: Investment and Acquisitions - Wantong Development is planning to invest 854.44 million yuan to acquire 62.98% of Shuduo Technology, which will become a subsidiary [5][6] - Shiyun Circuit plans to invest 125 million yuan in Shenzhen New Sound Semiconductor, acquiring 3.8238% of its shares [7] Group 4: Financial Performance Highlights - Industrial Fulian reported a revenue of 360.76 billion yuan for the first half of 2025, a 35.58% increase year-on-year, with a net profit of 12.113 billion yuan, up 38.61% [9] - Yanjing Beer achieved a revenue of 8.558 billion yuan, a 6.37% increase, and a net profit of 1.103 billion yuan, up 45.45% [9] - Changqing Co. reported a revenue of 2.083 billion yuan, a 7.28% increase, and a net profit of 42.78 million yuan, up 117.75% [9] - Shuangyi Technology reported a revenue of 525 million yuan, a 44.57% increase, and a net profit of 99.87 million yuan, up 324.5% [9]

开普云（SH 688228，收盘价：65.8元）8月8日晚间发布公告称，开普云信息科技股份有限公司正在筹 划发行股份及/或支付现金的方式收购深圳市金泰克半导体有限公司或其存储业务资产的控制权。经初 步测算，本次交易可能构成《上市公司重大资产重组管理办法》规定的重大资产重组。根据《上海证券 交易所股票上市规则》相关法规，本次交易不会导致公司实际控制人发生变更，不构成重组上市。因本 次交易尚存在不确定性，为了保证公平信息披露、维护投资者利益，避免对公司股价造成重大影响，经 公司申请，公司股票自2025年8月11日（星期一）开市起开市停牌，预计停牌时间不超过10个交易日。 （文章来源：每日经济新闻） 2024年1至12月份，开普云的营业收入构成为：企业及其他行业占比50.54%，能源行业占比49.34%，其 他业务占比0.12%。 ...

开普云与金泰克签署了《开普云信息科技股份有限公司与深圳市金泰克半导体有限公司之资产购买意向 协议》，约定公司发行股份及/或支付现金的方式购买金泰克或其存储业务资产的控制权，最终价格由 公司聘请的具有证券从业资格的评估机构出具的评估报告结果为定价依据、由交易各方协商确定。上述 协议为交易各方就本次交易达成的初步意向，本次交易的具体方案将由交易各方另行签署正式协议予以 约定。 因本次交易尚存在不确定性，为了保证公平信息披露、维护投资者利益，避免对公司股价造成重大影 响，根据上海证券交易所的相关规定，经公司申请，公司股票(证券简称：开普云，证券代码：688228) 自2025年8月11日(星期一)开市起开市停牌，预计停牌时间不超过10个交易日。 本次交易对方初步确定为李创锋等金泰克股东，鉴于本次交易事项尚在协商过程中，最终交易对方以公 司后续披露的公告信息为准。公司拟通过发行股份及/或支付现金的方式收购金泰克或其存储业务资产 的控制权。本次交易目前尚存在不确定性，具体交易方式、交易标的、交易对手方以后续公告披露的信 息为准。 中国经济网北京8月8日讯开普云(688228.SH)今日披露公告称，公司正在筹划发行股份及 ...

Group 1 - The core point of the article is that Kaipu Cloud (688228) is planning to acquire control of Shenzhen Jintaike Semiconductor Co., Ltd. or its storage business assets through the issuance of shares and/or cash payment [1] - The company's stock will be suspended from trading starting August 11, with an expected suspension period of no more than 10 trading days [1] - The transaction may constitute a significant asset restructuring as defined by the "Measures for the Administration of Major Asset Restructuring of Listed Companies" [1] Group 2 - According to the announcement, this transaction will not lead to a change in the actual controller of Kaipu Cloud and does not constitute a restructuring listing [1] - Jintaike has over 20 years of experience in data storage and is a professional storage solution provider that integrates R&D, production, and marketing of its own brand products [1] - As of the close on August 8, Kaipu Cloud's stock price was 65.8 yuan per share, with a total market value of 4.443 billion yuan [1]

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。 重要内容提示： ? 证券停复牌情况：适用 因筹划发行股份及/或支付现金的方式购买资产事项,本公司的相关证券停牌情况 如下： 证券代码 证券简称 停复牌类型 停牌起始日 停牌期间 停牌终止日 复牌日 一、停牌事由和工作安排 开普云信息科技股份有限公司（以下简称"公司"）正在筹划发行股份及/或支 付现金的方式收购深圳市金泰克半导体有限公司（以下简称"金泰克"）或其存储业 务资产的控制权（以下简称"本次交易"）。经初步测算，本次交易可能构成《上市 公司重大资产重组管理办法》规定的重大资产重组。根据《上海证券交易所股票 上市规则》相关法规，本次交易不会导致公司实际控制人发生变更，不构成重组 上市。 因本次交易尚存在不确定性，为了保证公平信息披露、维护投资者利益，避 免对公司股价造成重大影响，根据上海证券交易所的相关规定，经公司申请，公 司股票（证券简称：开普云，证券代码：688228）自 2025 年 8 月 11 日（星期一） 开市起开市停牌，预计停牌时间不 ...

证券代码：688228 证券简称：开普云 公告编号：2025-039 开普云信息科技股份有限公司 关于筹划重大资产重组的停牌公告 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： 证券停复牌情况：适用 因筹划发行股份及/或支付现金的方式购买资产事项,本公司的相关证券停牌情况 如下： | 证券代码 | 证券简称 | 停复牌类型 | | 停牌起始日 | 停牌期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688228 | 开普云 | A 股 | 停牌 | 2025/8/11 | | | | 一、停牌事由和工作安排 开普云信息科技股份有限公司（以下简称"公司"）正在筹划发行股份及/或支 付现金的方式收购深圳市金泰克半导体有限公司（以下简称"金泰克"）或其存储业 务资产的控制权（以下简称"本次交易"）。经初步测算，本次交易可能构成《上市 公司重大资产重组管理办法》规定的重大资产重组。根据《上海证券交易所股票 上市规则》相关法规， ...