Core Viewpoint - The stock price of Kaipu Cloud has experienced a decline of 6.2% over the past three days, closing at 180.10 CNY per share with a market capitalization of 12.16 billion CNY [1] Group 1: Company Overview - Kaipu Cloud Information Technology Co., Ltd. is located in Dongguan, Guangdong Province, and was established on April 17, 2000, with its IPO on March 27, 2020 [1] - The company's main business includes providing internet content service platform construction, operation, and big data services for various government agencies, large and medium-sized enterprises, and media units across the country [1] - 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%, Other (Supplement) 0.12% [1] Group 2: Shareholder Information - E Fund's Supply-side Reform Mixed Fund (002910) has entered the top ten circulating shareholders of Kaipu Cloud, holding 370,100 shares, which is 0.55% of the circulating shares [2] - The fund has incurred a floating loss of approximately 917,900 CNY today and a total floating loss of 4.4043 million CNY over the past three days [2] - The fund was established on January 25, 2017, with a current size of 3.119 billion CNY and has achieved a year-to-date return of 36.69% [2] Group 3: Fund Performance - E Fund's Supply-side Reform Mixed Fund (002910) has a cumulative return of 240.32% since inception, with a best return of 273.94% and a worst return of -17% during the manager's tenure [3] - The fund manager, Yang Zongchang, has been in position for 6 years and 197 days, managing assets totaling 3.174 billion CNY [3] Group 4: Top Holdings - E Fund's Keshun Fixed Opening Mixed Fund (LOF) (161132) holds 14,300 shares of Kaipu Cloud, representing 4.08% of the fund's net value [4] - The fund has a floating loss of approximately 35,500 CNY today and a total floating loss of 170,300 CNY over the past three days [4] - The fund was established on October 26, 2018, with a current size of 71.9588 million CNY and a year-to-date return of 27.22% [4]

Group 1 - The core viewpoint of the news is that Kaipu Cloud (688228.SH) has reported its Q3 2025 results, highlighting significant institutional investor interest and changes in shareholding patterns [1] Group 2 - As of October 30, 2025, a total of 23 institutional investors disclosed holdings in Kaipu Cloud A-shares, with a combined holding of 23.1446 million shares, representing 34.28% of the total share capital [1] - The top ten institutional investors include Dongguan Zhitong Computer Technology Co., Ltd., Beijing Qinghan Cultural Communication Co., Ltd., and several mutual funds, with the top ten collectively holding 33.55% of the shares, an increase of 4.47 percentage points from the previous quarter [1] Group 3 - In the public fund sector, 19 new public funds were disclosed this quarter, including Southern Growth Pioneer Mixed A and E Fund Supply Reform Mixed [2] - A total of 40 public funds were not disclosed this quarter compared to the previous one, including Fortune Information Technology Mixed A and Huaxia Shanghai Stock Exchange Science and Technology Innovation Board Comprehensive ETF [2]

Core Insights - The company reported a revenue of 70.9389 million yuan for Q3 2025, representing a year-on-year decline of 4.46% [1] - The net profit attributable to shareholders was -7.3955 million yuan, indicating a loss [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -10.3127 million yuan [1]

证券代码：688228 证券简称：开普云 公告编号：2025-069 开普云信息科技股份有限公司 关于 2022 年限制性股票激励计划预留授予部分第二个 归属期归属结果暨股份上市公告 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、准确性和完整性依法承担法律责任。 本次股票上市流通总数为32,520股。 本次股票上市流通日期为2025 年 11 月 4 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责任 公司上海分公司有关业务规则的规定，开普云信息科技股份有限公司（以下简称 "公司"）于 2025 年 10 月 30 日收到中国证券登记结算有限责任公司上海分公司出 具的《证券变更登记证明》，公司完成了 2022 年限制性股票激励计划预留授予部 分第二个归属期的股份登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 1、2022 年 8 月 26 日，公司召开第二届董事会第二十一次临时会议，会议审 议通过了《关于公司<2022 年限制性股票激励计划（草案）>及其摘要的议案》《关 于公司<2022 年限制性 ...

Financial Performance - The company's operating revenue for the third quarter was ¥70,938,868.32, a decrease of 4.46% compared to the same period last year[3]. - The total profit for the quarter was -¥12,608,667.81, with a year-to-date total profit of -¥16,631,902.20[3]. - The net profit attributable to shareholders was -¥7,395,511.17, reflecting a significant decrease of 2,547.43% year-over-year[3]. - The basic earnings per share for the quarter was -¥0.11, a decrease of 1,200% compared to the same period last year[4]. - Net profit for the first three quarters of 2025 was reported at -¥9,671,260.30, an improvement compared to -¥32,800,191.68 in the same period of 2024[21]. - Total comprehensive income for the period attributable to the parent company was -3,618,184.44 CNY, compared to -16,082,742.22 CNY in the same period last year[22]. - Basic and diluted earnings per share were both -0.05 CNY, an improvement from -0.24 CNY year-over-year[22]. Research and Development - Research and development expenses totaled ¥18,006,398.29, accounting for 25.38% of operating revenue, a decrease of 8.52 percentage points compared to the previous year[4]. - Research and development expenses decreased to ¥42,582,543.07 from ¥59,824,091.92, reflecting a reduction of approximately 28.8%[20]. Assets and Liabilities - The total assets at the end of the reporting period were ¥1,929,575,976.32, a decrease of 2.28% from the end of the previous year[4]. - The company's total assets amounted to ¥1,929,575,976.32, a decrease from ¥1,974,500,221.78[18]. - Total liabilities decreased to ¥478,576,740.29 from ¥546,514,690.81, indicating a reduction of about 12.4%[17]. - The equity attributable to shareholders of the parent company increased to ¥1,332,748,317.77 from ¥1,301,635,723.16, showing a growth of approximately 2.9%[18]. Cash Flow - The cash flow from operating activities was not applicable for the current period, with a year-to-date net cash flow of -¥43,214,275.07[3]. - Cash inflow from operating activities totaled 416,002,717.52 CNY, slightly up from 413,135,020.49 CNY in the previous year[25]. - Net cash flow from operating activities was -43,214,275.07 CNY, an improvement from -161,297,837.14 CNY year-over-year[26]. - Cash inflow from investment activities was 1,594,331,920.36 CNY, significantly higher than 706,581,494.58 CNY in the same period last year[26]. - Net cash flow from investment activities was 38,001,405.58 CNY, recovering from -298,234,299.49 CNY year-over-year[26]. - Cash inflow from financing activities amounted to 62,173,862.88 CNY, compared to 46,068,395.34 CNY in the previous year[26]. - Net cash flow from financing activities was 14,689,604.80 CNY, an improvement from -44,444,282.21 CNY year-over-year[26]. - The ending cash and cash equivalents balance was 249,650,048.51 CNY, up from 124,039,681.64 CNY in the same period last year[27]. Shareholder Information - Total number of common shareholders at the end of the reporting period is 8,215[11]. - The largest shareholder, Wang Min, holds 18,552,800 shares, representing 27.48% of total shares[11]. - Dongguan Zhitong Computer Technology Co., Ltd. holds 12,672,000 shares, accounting for 18.77%[11]. - The company has a repurchase account holding 377,151 shares, representing 0.56% of total shares[13]. - No changes reported in the participation of major shareholders in margin trading[13]. Government Subsidies - The company received government subsidies amounting to ¥1,539,900.00 during the quarter, contributing to its financial performance[6]. Other Information - The company has not disclosed any significant operational changes during the reporting period[13]. - The company did not apply new accounting standards for the current year[28].

证券代码：688228 证券简称：开普云 公告编号：2025-068 开普云信息科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： 开普云信息科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日披露公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 10 日 13:30-14:30 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次业绩说明会以网络文字互动方式召开，公司将针对 2025 年第三季度经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一）会议召开时间：2025 年 11 月 10 日（星期一） 13:30-14:30 （二）会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 ...

Group 1 - The core point of the news is that Kaipu Cloud's stock has dropped by 5.1%, currently trading at 194.50 CNY per share, with a total market capitalization of 13.132 billion CNY [1] - Kaipu Cloud Information Technology Co., Ltd. was established on April 17, 2000, and went public on March 27, 2020. The company 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 [1] - The main business revenue composition includes: Intelligent Source 49.34%, AI Large Model and Computing Power 20.04%, AI Content Security 15.37%, Smart Government and Others 15.13%, and Others 0.12% [1] Group 2 - From the perspective of fund holdings, Yinhua Fund has one fund heavily invested in Kaipu Cloud, specifically the Yinhua Digital Economy Stock Initiation A (015641), which holds 343,300 shares, accounting for 4.43% of the fund's net value [2] - The Yinhua Digital Economy Stock Initiation A fund has a total scale of 443 million CNY and has achieved a year-to-date return of 35.98%, ranking 1376 out of 4218 in its category [2] - The fund manager, Wang Xiaochuan, has been in position for 3 years and 163 days, with the fund's total asset scale at 2.02 billion CNY. The best return during his tenure is 72.88% [3]

Core Points - The Shanghai Composite Index closed at 3950.31 points, above the five-day moving average, with a gain of 0.71% [1] - The total trading volume of A-shares reached 1,991.617 billion yuan [1] - A total of 681 A-shares have prices that surpassed the five-day moving average, indicating positive market momentum [1] Stock Performance Summary - The top three stocks with the highest deviation rates from the five-day moving average are: - Kexiang Co., Ltd. (300903) with a deviation rate of 13.92% and a daily increase of 20.00% [2] - Aerospace Intelligent Equipment (300455) with a deviation rate of 13.15% and a daily increase of 19.98% [2] - Anhui Instrument Technology (688600) with a deviation rate of 10.85% and a daily increase of 14.27% [2] - Other notable stocks include: - Shenkong Co., Ltd. (688233) with a deviation rate of 10.55% and a daily increase of 17.34% [2] - Hengshuo Co., Ltd. (688416) with a deviation rate of 9.57% and a daily increase of 18.08% [2] - Lianyun Technology (688449) with a deviation rate of 9.44% and a daily increase of 13.22% [2]

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）、《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 ...

Core Viewpoint - The company is planning to issue shares and/or pay cash to acquire control of Jintaike or its storage business assets, which is expected to constitute a significant asset restructuring and related party transaction [1] Group 1 - The company's stock will be suspended from trading starting August 11, 2025, and a meeting will be held on August 22 to review and approve related proposals [1] - Trading will resume on August 25, 2025, after the meeting [1] - As of the announcement date, auditing and evaluation work has not been completed, and the transaction is subject to further board review, shareholder approval, and regulatory approval, indicating uncertainty regarding its completion [1]