开普云信息科技股份有限公司董事会 2025 年 12 月 3 日 一、获得补助的基本情况 开普云信息科技股份有限公司（以下简称"公司"）于近日收到政府补助款 项人民币 1,800 万元，属于与收益相关的政府补助，补助金额占公司最近一个会 计年度经审计的归属于上市公司股东的净利润的 87.43%。 二、补助的类型及其对上市公司的影响 公司将根据《企业会计准则第 16 号——政府补助》等有关规定，对上述政 府补助进行会计处理。上述政府补助数据未经审计，具体会计处理以及对公司相 关年度损益的影响情况最终以审计机构年度审计确认后的结果为准。敬请广大投 资者注意投资风险。 特此公告。 证券代码：688228 证券简称：开普云 公告编号：2025-071 开普云信息科技股份有限公司 关于获得政府补助的公告 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。 1 ...

格隆汇12月2日丨开普云(688228.SH)公布，公司于近日收到政府补助款项人民币1,800万元，属于与收益 相关的政府补助，补助金额占公司最近一个会计年度经审计的归属于上市公司股东的净利润的 87.43%。 ...

开普云所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。 截至9月30日，开普云股东户数8215.00，较上期增加25.42%；人均流通股8218股，较上期减少20.27%。 2025年1月-9月，开普云实现营业收入2.31亿元，同比增长0.58%；归母净利润-361.82万元，同比增长 77.50%。 分红方面，开普云A股上市后累计派现1.14亿元。近三年，累计派现5184.04万元。 机构持仓方面，截止2025年9月30日，开普云十大流通股东中，南方成长先锋混合A（009318）位居第 七大流通股东，持股44.19万股，为新进股东。永赢数字经济智选混合发起A（018122）位居第八大流通 股东，持股39.11万股，为新进股东。申万菱信新经济混合A（310358）位居第九大流通股东，持股 37.77万股，为新进股东。易方达供给改革混合（002910）位居第十大流通股东，持股37.01万股，为新 进股东。 12月2日，开普云盘中下跌2.02%，截至09:39，报169.00元/股，成交1.03亿元，换手率0.88%，总市值 114.16亿元。 资金流向方面，主力资金净流入112.77万元，特大单买入1552.4 ...

证券之星消息，12月1日IT服务板块较上一交易日上涨0.86%，星图测控领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。IT服务板块个股涨跌见下表： 从资金流向上来看，当日IT服务板块主力资金净流出5.91亿元，游资资金净流出8346.74万元，散户资金 净流入6.74亿元。IT服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300170 汉得信息 | | 4.57 Z | 13.36% | -1.30 Z | -3.80% | -3.27 Z | -9.55% | | 300496 中科创达 | | 1.73亿 | 8.68% | 286.59万 | 0.14% | -1.76 Z | -8.82% | | 000034 神州数码 | | 1.39 Z | 9.97% | -5722.78万 | -4.12% | -8131. ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the commercial aerospace industry, particularly developments in satellite launches and space computing capabilities [1][2][4]. Core Insights and Arguments - **Satellite Launches**: China Star Network is accelerating satellite launches, with an expectation to complete around 120 first-generation satellites by the end of 2025. A total of 324 enhanced satellites will be launched in the coming years, with a large-scale tender for second-generation satellites expected to start in early 2026, potentially reaching close to 1,000 satellites [1][2][3]. - **Production Capacity**: The Hainan Wenchang Aerospace City is set to produce its first satellite by the end of this year, aiming for a production capacity of 100 rockets and 1,000 satellites by 2027, and increasing to 150 rockets and 1,500 satellites by 2028 [1][3]. - **Reusable Rocket Technology**: Breakthroughs in reusable rocket technology are anticipated by 2027, which will significantly reduce launch costs. The cost per kilogram for heavy rockets could drop to a few hundred dollars with multiple recoveries [2][3][12]. - **Space Data Centers**: Beijing's "Starry Future" and "Orbital Dawn" are developing a space data center with a capacity of 1 GW, planned to be operational in phases from 2025 to 2035. The first phase aims for 200 kW and 1,000 PFlops of computing power [4][5]. - **Commercialization of Space Computing**: Domestic space computing has begun commercial operations, with "Trinity Computing" deploying 12 satellites with 5 PFlops of computing power, planning to expand to 2,800 satellites for a total of 10 billion FLOPS [4][5]. Additional Important Content - **Advantages of Space Data Centers**: Space data centers can operate 24/7 using solar energy, achieving five times the efficiency of ground-based systems. Their deployment and operational costs are significantly lower, with costs being one-fourth of ground-based centers [9][10]. - **Challenges in Space Computing**: The demand for data processing in space is increasing, with traditional methods being inefficient. The need for onboard processing to reduce data transmission back to Earth is critical [7][8]. - **Investment Opportunities**: Companies involved in solar energy systems for space data centers, such as Shanghai Port Bay and Tianzhou Optoelectronics, are highlighted as potential investment opportunities. The demand for solar arrays is expected to surge, with significant market potential for companies providing these technologies [10][18]. Conclusion - The commercial aerospace industry is poised for significant growth, driven by advancements in satellite technology, reusable rockets, and space computing capabilities. Investors are encouraged to focus on companies that are positioned to benefit from these trends, particularly in the areas of satellite production and space data center development [11][16][17].

Market Overview - The Shanghai Composite Index rose by 0.87% on November 25, with 29 out of the 31 sectors experiencing gains, led by the communication and media sectors, which increased by 3.54% and 2.85% respectively [2] - The computer sector also saw an increase of 1.10% [2] Capital Flow - The net inflow of capital in the two markets was 13.215 billion yuan, with 19 sectors receiving net inflows [2] - The electronics sector had the highest net inflow of 5 billion yuan, followed closely by the communication sector with a net inflow of 4.881 billion yuan [2] Computer Sector Performance - In the computer sector, 336 stocks were tracked, with 273 stocks rising and 53 stocks declining [3] - The top three stocks with the highest net inflow were Rongji Software (4.25 billion yuan), South Network Digital (4.06 billion yuan), and Dahua Intelligent (1.90 billion yuan) [3] - The sector experienced a net outflow of 3.072 billion yuan, with the largest outflows from Zhongke Shuguang (7.75 billion yuan), Sanliu Ling (4.34 billion yuan), and Nanwei Software (2.04 billion yuan) [3][5] Top Gainers in Computer Sector - The top gainers in the computer sector included: - Rongji Software: +10.03%, turnover rate 47.81%, net inflow 425.13 million yuan - South Network Digital: +19.99%, turnover rate 55.02%, net inflow 406.37 million yuan - Dahua Intelligent: +10.02%, turnover rate 12.05%, net inflow 190.23 million yuan [4] Top Losers in Computer Sector - The top losers in the computer sector included: - Zhongke Shuguang: -0.44%, turnover rate 2.69%, net outflow -775.37 million yuan - Sanliu Ling: +1.15%, turnover rate 7.60%, net outflow -433.98 million yuan - Nanwei Software: -2.29%, turnover rate 22.81%, net outflow -204.03 million yuan [5]

Group 1 - Guangyun Technology and Qixin Group both hit the daily limit up, indicating strong market interest [1] - Zhidingmai saw an increase of over 13%, reflecting positive investor sentiment [1] - Other companies such as Fushi Holdings, Wanxing Technology, Kaipuyun, Sanliu Ling, and Tuershi also experienced gains, suggesting a broader market rally [1]

（文章来源：每日经济新闻） 每经AI快讯，11月24日，AI应用端涨势扩大，光云科技涨停，值得买涨超10%，福石控股、万兴科技、 开普云、三六零跟涨。 ...

证券代码：688228 证券简称：开普云 公告编号：2025-070 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 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。 一、本次交易概述 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"）。本次交易预计构成重大资 产重组，构成关联交易，不构成重组上市。 二、本次交易进展情况 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）、《 ...

Core Viewpoint - Kaipu Cloud's stock price dropped by 5.16% to 144.15 CNY per share, with a market capitalization of 9.737 billion CNY as of November 21 [1] Company Overview - Kaipu Cloud Information Technology Co., Ltd. was established on April 17, 2000, and went public on March 27, 2020. The company is based in Dongguan, Guangdong Province, and provides internet content service platform construction, operation, and maintenance, as well as big data services for government agencies, large and medium-sized enterprises, and media units across the country [1] - The main business revenue composition is as follows: Intelligent Source 49.34%, AI Large Model and Computing Power 20.04%, AI Content Security 15.37%, Smart Government and Others 15.13%, Others 0.12% [1] Shareholder Information - Southern Fund's Southern Growth Pioneer Mixed A (009318) fund entered the top ten circulating shareholders of Kaipu Cloud in the third quarter, holding 441,900 shares, which is 0.65% of the circulating shares. The estimated floating loss today is approximately 3.4692 million CNY [2] - Southern Growth Pioneer Mixed A was established on June 12, 2020, with a latest scale of 4.13 billion CNY. Year-to-date return is 29.63%, ranking 2524 out of 8136 in its category; the one-year return is 26.76%, ranking 2516 out of 8056; since inception, it has a loss of 14.74% [2] Fund Holdings - Southern Fund's Southern Digital Economy Mixed A (019410) fund holds 10,400 shares of Kaipu Cloud, accounting for 3.37% of the fund's net value, making it the ninth largest holding. The estimated floating loss today is approximately 81,400 CNY [3] - Southern Digital Economy Mixed A was established on November 14, 2023, with a latest scale of 44.4914 million CNY. Year-to-date return is 44.88%, ranking 1026 out of 8136 in its category; the one-year return is 41.08%, ranking 1056 out of 8056; since inception, the return is 63.95% [3]