登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688228 证券简称：开普云 公告编号：2026-001 （www.sse.com.cn）披露的《开普云信息科技股份有限公司重大资产购买暨关联交易预案》《开普云信 息科技股份有限公司发行股份购买资产并募集配套资金暨关联交易预案》《关于披露本次交易相关预案 暨公司股票复牌及一般风险提示性公告》（公告编号：2025-049）等相关公告。 2025年9月24日，公司披露了《关于筹划重大资产重组事项的进展公告》（公告编号：2025-066）； 2025年10月25日，公司披露了《关于筹划重大资产重组事项的进展公告》（公告编号：2025-067）； 2025年11月22日，公司披露了《关于筹划重大资产重组事项的进展公告》（公告编号：2025-070）； 2025年12月20日，公司披露了《关于筹划重大资产重组事项的进展公告》（公告编号：2025-080）。上 述具体内容详见公司同日刊登在上海证券交易所网站（www.sse.com.cn）的相关公告。 自本次交易预案披露以来，公司及相关各方正在积极推进本次交易的相关工作。截至本公告披露之日， 公司及相关各方正在 ...

Group 1 - SMIC (688981) is the largest and most advanced wafer foundry in mainland China, mastering 14nm FinFET technology and maintaining the highest capacity in 28nm mature process domestically, providing foundry services for storage chips [1][40] - The company has received multiple rounds of funding from the National Integrated Circuit Industry Investment Fund, playing a key role in breaking overseas dependence in the domestic storage chip manufacturing sector [1][41] - SMIC also participates in setting multiple industry standards in the domestic semiconductor manufacturing field, consolidating its core voice in the industry chain [1][41] Group 2 - North Huachuang (002371) is a leading semiconductor equipment company in Beijing, providing a full range of equipment for storage chip manufacturing, including etching machines and cleaning machines [2][40] - The company has successfully entered the supply chains of domestic storage manufacturers like Yangtze Memory Technologies and Changxin Memory Technologies, breaking the monopoly of foreign manufacturers [2][41] - With the accelerated expansion of domestic storage chip capacity, North Huachuang's equipment orders continue to grow, and it is establishing new production bases in Tianjin and Yixing [2][41] Group 3 - Hua Hong Semiconductor (688347) focuses on specialty process wafer foundry and is a key player in the domestic storage chip sector, specializing in mature processes like 90nm and 55nm [3][40] - The company provides stable foundry services for domestic storage chip design companies and is expanding its specialty process production lines with support from the National Integrated Circuit Industry Investment Fund [3][41] - Hua Hong has also achieved IATF16949 certification for automotive-grade storage chip processes, enhancing its capabilities in the automotive sector [3][41] Group 4 - Zhongwei (688012) is a global leader in semiconductor etching equipment, with its 5nm etching equipment already in commercial application [4][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants like TSMC and Micron [4][41] - Zhongwei's R&D team comprises over 70% of its workforce, and it holds more than a thousand patents, continuously increasing its market share in the etching equipment sector [4][41] Group 5 - Zhaoyi Innovation (603986) is a leading domestic NOR Flash company, ranking among the top three globally, and is one of the few domestic companies involved in DRAM chip design [5][40] - The company has achieved mass production of 19nm DRAM chips, filling a technology gap in the domestic market, and has established deep cooperation with Changxin Memory Technologies [5][41] - Zhaoyi Innovation has received support from the National Integrated Circuit Industry Investment Fund, focusing its R&D investments on high-end storage chips [5][41] Group 6 - Shengyi Technology (600183) is a leading domestic copper-clad laminate manufacturer, playing a crucial role in the localization of basic materials for the storage chip industry [6][40] - The company has entered the supply chains of major domestic storage packaging companies and provides raw materials to international giants like Samsung and SK Hynix [6][41] - Shengyi is expanding its production capacity in Shaanxi and Jiangsu, with its performance steadily growing alongside the increasing demand for domestic storage chips [6][41] Group 7 - Lanke Technology (688008) is a global leader in memory interface chips, with a market share exceeding 40% for DDR4/DDR5 memory interface chips [7][40] - The company has developed solutions for DDR5 memory interfaces in collaboration with Changxin Memory Technologies, promoting the commercialization of domestic storage modules [7][41] - Lanke's R&D investments focus on cutting-edge fields, extending its product layout into storage control chips [7][41] Group 8 - Shennan Circuits (002916) is a leading domestic printed circuit board manufacturer, focusing on high-end PCB and packaging substrate manufacturing [8][40] - The company has developed storage packaging substrates that meet high reliability and density requirements, entering the supply chains of major domestic storage manufacturers [8][41] - Shennan is also expanding its high-end packaging substrate production lines in Wuxi to further meet the needs of the storage industry [8][41] Group 9 - Jiangbolong (301308) is a leading domestic storage module company, focusing on promoting the application of domestic storage chips in various fields [9][40] - The company has established deep cooperation with domestic storage chip manufacturers and has launched products equipped with domestic storage chips [9][41] - Jiangbolong has acquired the global storage brand Lexar to leverage its overseas channels, increasing its international market presence [9][41] Group 10 - Xian Yicai-U (688783) is a key player in the domestic silicon wafer sector, focusing on the production of 12-inch polished wafers and epitaxial wafers [10][40] - The company has achieved mass production of 12-inch wafers, breaking the monopoly of foreign manufacturers [10][41] - Xian Yicai has received multiple rounds of investment from the National Integrated Circuit Industry Investment Fund, continuously releasing production capacity [10][41] Group 11 - Tuo Jing Technology (688072) is a leading domestic thin film deposition equipment manufacturer, with a market share exceeding 60% for PECVD equipment in domestic storage chip manufacturing [11][40] - The company has entered the supply chains of major domestic storage manufacturers and has also supplied equipment to overseas storage companies [11][41] - Tuo Jing's R&D investment exceeds 30%, continuously launching new equipment suitable for advanced 3D NAND processes [11][41] Group 12 - Shengmei Shanghai (688082) is a leading domestic semiconductor cleaning equipment manufacturer, developing advanced cleaning technologies for storage chip manufacturing [12][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants [12][41] - Shengmei is building a new production base in Shanghai to further meet the equipment needs of storage chip manufacturers [12][41] Group 13 - Huarun Micro (688396) is a leading domestic power semiconductor company, providing packaging and testing services for storage chips [13][40] - The company has expanded its production lines for power semiconductors and storage packaging in Chongqing, enhancing its capabilities in the storage sector [13][41] - Huarun Micro's industrial-grade storage chips have achieved AEC-Q100 certification, enabling them to enter the automotive electronics market [13][41] Group 14 - Changchuan Technology (300604) is a leading domestic semiconductor testing equipment manufacturer, focusing on testing equipment for storage chips [14][40] - The company has entered the supply chains of major domestic storage manufacturers and has received investment from the National Integrated Circuit Industry Investment Fund [14][41] - Changchuan has acquired Singapore's STI company to enhance its competitiveness in the storage testing field [14][41] Group 15 - Changdian Technology (600584) is a global leader in semiconductor packaging and testing, providing high-end packaging services for domestic storage chip design companies [15][40] - The company has established R&D centers in Singapore and South Korea, taking on packaging orders from international giants [15][41] - Changdian has received support from the National Integrated Circuit Industry Investment Fund, continuously expanding its advanced packaging capacity [15][41]

证券代码：688228 证券简称：开普云 公告编号：2026-001 开普云信息科技股份有限公司 关于筹划重大资产重组事项的进展公告 根据上海证券交易所的相关规定，经公司申请，公司 A 股股票（证券简称： 开普云，证券代码：688228）自 2025 年 8 月 11 日（星期一）开市起停牌，停牌 期间，公司积极组织各方推进本次交易的相关工作，并根据相关规定及时履行信 息披露义务，具体内容详见公司分别于 2025 年 8 月 9 日、2025 年 8 月 16 日在 上海证券交易所网站（www.sse.com.cn）披露的《关于筹划重大资产重组的停牌 公告》（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 资产重组的停牌进展公告》（公告编号：2025-044）。 2025 年 8 月 22 日，公司召开第三届董事会第二十六次临时会议、第三届监 事会第二十三次临时会议，审议通过了《关于<开普云信息科技股份有限公司重 大资产购买暨关联交易预案>及其摘要的议案》《关于<开普云信息科技股份有 限公司发行股份购买资产并募集配套资金暨关联交易预案>及其摘要的议案》等 与本次交易相关的议案。经公司申 ...

Market Overview - The IT services sector experienced a decline of 1.27% on January 19, with Yanshan Technology leading the drop [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Top Performers in IT Services - Langxin Technology (300682) saw a closing price of 19.26, with a significant increase of 7.36% and a trading volume of 816,700 shares, amounting to 1.563 billion yuan [1] - Huina Technology (300609) closed at 45.56, up 6.00%, with a trading volume of 174,700 shares, totaling 805 million yuan [1] - Jiechuang Intelligent (301248) closed at 49.49, up 5.91%, with a trading volume of 156,700 shares, amounting to 764 million yuan [1] Underperformers in IT Services - Ruosheng Technology (002195) experienced a significant drop of 9.93%, closing at 9.62, with a trading volume of 16.73 million shares, totaling 1.6345 billion yuan [2] - ST Saiwei (300044) closed at 5.40, down 8.16%, with a trading volume of 883,400 shares, amounting to 497 million yuan [2] - Huasheng Tiancai (600410) saw a decline of 7.55%, closing at 20.33, with a trading volume of 2.6993 million shares, totaling 5.515 billion yuan [2] Capital Flow in IT Services - The IT services sector experienced a net outflow of 4.973 billion yuan from institutional investors, while retail investors saw a net inflow of 3.896 billion yuan [2] - The sector also recorded a net inflow of 1.077 billion yuan from speculative funds [2] Individual Stock Capital Flow - Zimi Co. (000938) had a net inflow of 428 million yuan from institutional investors, but a net outflow of 1.91 billion yuan from speculative funds [3] - Langxin Technology (300682) reported a net inflow of 111 million yuan from institutional investors, with outflows from both speculative and retail investors [3] - Nanjing Digital (301638) saw a net inflow of 53.01 million yuan from institutional investors, while experiencing outflows from speculative and retail investors [3]

Group 1 - The stock of Purun Co., Ltd. increased by over 9% [1] - Previously, Saiteng Co., Ltd. hit the daily limit up [1] - Other companies such as Yingxin Development, Deep Technology, Kangqiang Electronics, and Kaipu Cloud also experienced gains [1]

Group 1 - The storage chip sector continues to strengthen in the afternoon, with significant gains observed in various companies [1] - Baiwei Storage reached a limit-up increase of 20%, while Jiangbolong surged over 15%, hitting a historical high [1] - Other companies such as Demingli, Zhaoyi Innovation, Shenkong Co., Hengshuo Co., Beijing Junzheng, Xiangnong Xinchuan, Purang Co., Kaipu Cloud, and Shikong Technology also experienced upward movement [1]

佰维存储涨超8%续创新高，江波龙、德明利、开普云、香农芯创、北京君正、国科微、时空科技跟 涨。 佰维存储涨超8%续创新高，江波龙、德明利、开普云、香农芯创、北京君正、国科微、时空科技跟 涨。 (本文来自第一财经) (本文来自第一财经) ...

Core Viewpoint - The AI application stocks in A market continue to perform strongly, with several companies experiencing significant price increases on January 14. Group 1: Stock Performance - Guangyun Technology (光云科技) reached a 20% increase, closing at a market capitalization of 14.6 billion [1][2] - Zhidingmai (值得买) surged by 16.19%, with a total market value of 16.2 billion [1][2] - Zhongkong Technology (中控技术) saw an 11.11% rise, bringing its market cap to 55.6 billion [1][2] - Zhewen Huli (浙文互联) increased by 10.04%, with a market value of 18.4 billion [1][2] - Meinian Health (美年健康) rose by 9.99%, reaching a market capitalization of 31.9 billion [1][2] - Liou Shares (利欧股份) experienced a 9.97% increase, with a total market cap of 67.2 billion [1][2] - Dongfang Guoxin (东方国信) grew by 9.94%, with a market value of 14.4 billion [1][2] - People's Daily Online (人民网) increased by 9.65%, reaching a market cap of 30.9 billion [1][2] - Yidian Tianxia (易点天下) rose by 6.70%, with a market capitalization of 35.2 billion [1][2] - Xinhua Net (新华网) increased by 6.50%, with a market value of 19.3 billion [1][2] - Yanshan Technology (岩山科技) saw a 5.84% rise, with a market cap of 72 billion [1][2] - Fushi Holdings (福石控股) increased by 5.88%, with a market value of 8.5 billion [1][2] - Kaipuyun (开普云) rose by 5.86%, with a market capitalization of 15.2 billion [1][2] - Inli Media (引力传媒) increased by 5.74%, with a market value of 8.941 billion [1][2] - Huichan Shares (慧辰股份) saw a 4.66% rise, with a market cap of 5.896 billion [1][2] - Dingjie Smart (鼎捷数智) increased by 4.47%, with a market value of 17.9 billion [1][2] - Tianyu Digital Science (天娱数科) rose by 4.26%, with a market capitalization of 13.4 billion [1][2] Group 2: Year-to-Date Performance - Guangyun Technology has a year-to-date increase of 102.73% [2] - Zhidingmai has risen 85.37% year-to-date [2] - Zhongkong Technology has a year-to-date increase of 42.48% [2] - Zhewen Huli has increased by 58.44% year-to-date [2] - Meinian Health has a year-to-date increase of 54.36% [2] - Liou Shares has risen 76.06% year-to-date [2] - Dongfang Guoxin has a year-to-date increase of 23.39% [2] - People's Daily Online has increased by 46.67% year-to-date [2] - Yidian Tianxia has a year-to-date increase of 84.44% [2] - Xinhua Net has risen 47.50% year-to-date [2] - Yanshan Technology has a year-to-date increase of 78.98% [2] - Fushi Holdings has increased by 35.07% year-to-date [2] - Kaipuyun has a year-to-date increase of 15.60% [2] - Inli Media has a year-to-date increase of 95.23% [2] - Huichan Shares has risen 26.80% year-to-date [2] - Dingjie Smart has a year-to-date increase of 45.49% [2] - Tianyu Digital Science has increased by 26.69% year-to-date [2]

Core Viewpoint - The stock price of Kaipu Cloud has shown a positive trend with a year-to-date increase of 7.73%, indicating a potential growth opportunity in the market [2]. Group 1: Stock Performance - As of January 9, Kaipu Cloud's stock price decreased by 2.02%, trading at 209.66 yuan per share with a total market capitalization of 14.163 billion yuan [1]. - The stock has increased by 7.73% in the last five trading days, 12.18% over the last 20 days, and 11.05% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Kaipu Cloud reported a revenue of 231 million yuan, reflecting a year-on-year growth of 0.58%. However, the net profit attributable to shareholders was -3.6182 million yuan, which is a significant improvement with a year-on-year increase of 77.50% [2]. - The company has distributed a total of 114 million yuan in dividends since its A-share listing, with 51.8404 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Kaipu Cloud increased by 25.42% to 8,215, while the average circulating shares per person decreased by 20.27% to 8,218 shares [2]. - New institutional shareholders include Southern Growth Pioneer Mixed A, Yongying Digital Economy Smart Selection Mixed A, and others, indicating growing institutional interest [3].

Core Viewpoint - The storage chip sector is experiencing significant growth driven by strong demand from AI, with notable price increases projected for various chip types by 2025 [1] Group 1: Market Performance - Companies such as Purun Co., Ltd. and Yunhan Chip City have seen their stock prices hit the daily limit of 20% increase [1] - Other companies including Zhaoyi Innovation, Hengsuo Co., Jiangbolong, Kaipu Cloud, and Xiangnong Chip Creation have all experienced stock price increases exceeding 10% [1] Group 2: Price Projections - The price of DDR4 16Gb chips is expected to rise by 1800% by 2025 [1] - DDR5 16Gb chips are projected to increase by 500% [1] - The price of 512Gb NAND flash memory is anticipated to rise by 300% [1]