(本文来自第一财经) 大位科技跌停，光环新网、云天励飞跌超10%，奥飞数据、网宿科技、数据港、青云科技、云赛智联、 东方国信、亚康股份、杭钢股份等跌幅居前。 ...

继续坚定看好国产AI&海外发散： 继续坚定看好国产AI&海外发散： 1.国产算力：H和#海光信息，H主要看#华正新材，禾盛新材，IDC：#金开新能 2.存储： 雅克科技、帝科股份、开普云，闪迪美光7709 3.应用：#看好优刻得、首都在线、青云科技、中控技术、合合信息、真爱美家、德才股份（联系岚琪） 4.上游： 宏和科技、东材科技、延江股份 5.液冷： 飞龙股份、华光新材、江南新材 6.OCS：君逸数码（OCS上游透镜阵 ...

Recent Events - Qingyun Technology (688316) benefits from favorable policies and business progress, with the Ministry of Industry and Information Technology issuing a plan to promote high-quality development of industrial internet platforms from 2026 to 2028, encouraging deep integration with AI technology. Qingyun's AI computing cloud service platform "CoresHub" launched the GLM-4.7 model, aiming to provide stronger intelligent support for enterprises. The company's Q3 2025 report shows a year-on-year reduction in losses, stable growth in gross margin, and over 35 new projects implemented on the AI computing platform [1][2]. Stock Performance - The stock experienced significant growth in mid-January 2026 due to the active AI application concept [2]. Financial Performance - Kingsoft Cloud (KC.O) reported strong performance, with Q3 2025 revenue increasing by 31.4% to 2.48 billion yuan, and adjusted EBITDA significantly exceeding market expectations. AI-related demand was the core driver, with public cloud revenue growing by 49.1% and AI billing revenue increasing by nearly 120% [3]. Industry Policy and Environment - The Chinese cloud computing market, particularly in the PaaS and SaaS sectors, is viewed by institutions as having long-cycle growth potential. Kingsoft Cloud's rapid development in AI business has attracted market attention [4].

证券日报网讯 2月13日，青云科技发布公告称，公司拟质押直接持有的参股公司中通天鸿25%股权，向 中信银行北京分行申请不超过3000万元并购贷款，用于支付股权收购对价及相关税费。 （文章来源：证券日报） ...

Group 1 - RuiLian New Materials reported a total operating revenue of 1.677 billion yuan for 2025, an increase of 14.95% year-on-year, with a net profit of 311 million yuan, up 23.48% year-on-year [1] - China Shenhua's subsidiary, Guoneng Qingyuan Power, successfully put its fourth generator unit into commercial operation, expected to provide approximately 20 billion kWh of clean energy annually [2] - Qijiang Airlines announced a 6.04% year-on-year decline in passenger turnover for January 2026, with a passenger load factor of 84.03%, up 1.61% year-on-year [3] Group 2 - QiZheng Tibetan Medicine reported a total operating revenue of 2.416 billion yuan for 2025, a year-on-year increase of 3.34%, with a net profit of 646 million yuan, up 10.98% year-on-year [5] - QiaoYin Co. announced the termination of its artificial intelligence industry headquarters project due to changes in investment cooperation conditions [6] - New Point Software plans to use 90.81 million yuan of surplus raised funds for new projects, including AI-driven software development [7] Group 3 - High Measurement Co. announced plans for major shareholders and executives to reduce their holdings by up to 3.19% of the company's shares [8] - SAIC Group's subsidiary plans to establish a private equity fund with an initial scale of 2.5 billion yuan, focusing on solid-state batteries and chip localization [9] - Tianqi Lithium announced the resignation of its deputy general manager due to personal career planning [10] Group 4 - ZhongKong Technology reported a total operating revenue of 8.051 billion yuan for 2025, a decrease of 11.90%, with a net profit of 450 million yuan, down 59.70% year-on-year [11] - Spring Airlines reported a 6.28% year-on-year increase in total passenger volume for January 2026, with a total available ton-kilometers of 57,008.37 [12] - Qifan Cable's controlling shareholder reduced its stake by 3% through various trading methods [13] Group 5 - China Chemical signed contracts worth a total of 36.925 billion yuan in January 2026, with significant contracts exceeding 5 billion yuan totaling 11.371 billion yuan [19] - SaiTuo Bio received a CEP certificate for its raw material drug Betamethasone, which is used to treat allergies and autoimmune inflammation [20] - Giant Star Agriculture reported a sales revenue of 649 million yuan from commodity fat pigs in January 2026, with a sales volume of 404,400 pigs [23] Group 6 - Qinglong Pipe Industry's subsidiary won a 146 million yuan pipeline project [24] - Changshan Pharmaceutical announced that some of its products are expected to be selected for national centralized procurement [26] - Yangdian Technology completed the transfer of 12.96% of its shares through an agreement [27] Group 7 - Deepin Technology's investment fund introduced new limited partners and adjusted the capital contributions of some partners [28] - Qingyun Technology plans to pledge 25% of its shares for a loan application of up to 30 million yuan [29] - LaiMei Pharmaceutical reported a 57.20% year-on-year decline in net profit for 2025 [30] Group 8 - YouLiDe reported a 16.88% year-on-year decline in net profit for 2025, with total operating revenue of 1.221 billion yuan, up 7.99% [31] - Warner Pharmaceutical reported a net profit of 241 million yuan for 2025, an increase of 46.95% year-on-year [32] - LianRui New Materials reported a net profit of 293 million yuan for 2025, an increase of 16.42% year-on-year [33] Group 9 - HuaQin Technology expects a 24.28% year-on-year decrease in net profit for 2025, with projected revenue of 1.251 billion yuan, up 9.83% [34] - QiPai Technology's shareholder subscribed for 6.3 million shares, accounting for 5.49% of the total share capital [35] - Qilin Security's shareholders completed their planned share reductions without exceeding the original plan [36] Group 10 - Dameng Data announced the lifting of the detention of its senior vice president, allowing him to resume his duties [37] - Haiyou Engineering won a contract for the "NFPS COMP5" project worth approximately 4 billion USD, with the company's share exceeding 800 million USD [38] - Yatai Group plans to sell 20.81% of its shares in Northeast Securities, pending confirmation of financial statements [39]

证券代码：688316 证券简称：青云科技 公告编号：2026-004 青云科技集团股份有限公司 关于向银行申请并购贷款并质押参股子公司股权 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。 青云科技集团股份有限公司（以下简称"公司"）拟质押直接持有的参股 公司中通天鸿（北京）通信科技股份有限公司（以下简称"中通天鸿"或"标的 公司"）25%的股权为公司向银行申请不超过人民币 3,000 万元的并购贷款提供 担保。 一、情况概述 公司分别于 2025 年 10 月 30 日、2025 年 11 月 17 日召开第三届董事会第三 次会议及 2025 年第二次临时股东会，审议通过《关于购买股权资产暨与关联人 共同投资的议案》。公司基于业务发展需要，向中通天鸿少数股东中通盛世（北 京）投资管理有限公司、韩锋先生、陈陆辉先生共计购买其所持中通天鸿 25% 股权。具体内容详见公司于 2025 年 10 月 31 日在上海证券交易所网站 （www.sse.com.cn）披露的《关于购买股权资产暨与关联人共同投资的公告》（公 告编号： ...

青云科技集团股份有限公司 关于公司为申请银行授信提供抵押担保的公告 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。 一、抵押担保事项基本情况 证券代码：688316 证券简称：青云科技 公告编号：2026-005 具体内容以最终实际签署的抵押相关合同为准。 三、抵押担保事项履行的内部决策程序 公司于 2025 年 4 月 24 日召开第二届董事会第二十六次会议，审议通过了《关 于公司与银行办理授信业务的议案》，公司董事会同意公司向北京银行申请总额 不超过 8,000 万元的综合授信；公司于 2026 年 2 月 13 日召开第三届董事会第五 次会议，审议通过了《关于公司为申请银行授信提供抵押担保的议案》，公司董 1 青云科技集团股份有限公司（以下简称"公司"）根据实际经营需要，与北 京银行股份有限公司中关村分行（以下简称"北京银行"）签署了《综合授信合 同》，授信额度为 8,000 万元人民币。公司拟将部分服务器和网络设备抵押予北 京银行，为本授信合同项下的全部债务向北京银行提供抵押担保，担保的主债权 本金最高金额为 8,00 ...

Group 1 - The stock of Youke De (优刻得) surged by 20%, reaching the daily limit [1] - Companies such as Dawi Technology (大位科技) and Te Fa Information (特发信息) previously hit their price limits [1] - Other companies including Capital Online (首都在线), Qingyun Technology (青云科技), and Wangsu Science and Technology (网宿科技) also experienced significant gains [1]

Core Viewpoint - The A-share market shows positive momentum with significant gains in various sectors, particularly in the small metals, electric grid equipment, and semiconductor industries, while the film and gaming sectors are experiencing declines [3]. Market Performance - The Shanghai Composite Index rose by 0.12% to 4137.06, while the Shenzhen Component Index increased by 0.8% to 14274.93. The ChiNext Index saw a rise of 1.18% to 3323.56, and the STAR Market Index gained 0.93% to 1804.89 [4][12]. - Over 2700 stocks in the market experienced an increase by midday [3]. Sector Highlights - The electric grid equipment sector showed strong performance, with companies like Hailianxun rising over 18% and others reaching their daily limit [4]. - The shipping sector also performed well, with China Merchants Energy hitting its daily limit and achieving a historical high [5]. - The computing power leasing sector saw significant gains, with Yuke Technology hitting its daily limit and other companies like Dazhi Technology and Capital Online also rising [5]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan [6]. Currency Movement - The offshore RMB against the US dollar broke the 6.9 yuan mark, indicating a strengthening of the currency [8]. Stock Movements - The film and cinema sector continued to adjust, with companies like Hengdian Film and Bona Film hitting their daily limit down [9]. - AI application stocks in the Hong Kong market showed strength, with Zhiyuan rising over 11% [10].

Core Insights - The A-share market saw a significant rally in computing power concept stocks, with notable gains from companies like UCloud (up over 14%) and others reaching their daily limit [1][2] - UCloud announced a price increase for its products and services starting March 1, 2026, due to rising costs in core hardware procurement and infrastructure driven by global supply chain disruptions [1] Stock Performance Summary - UCloud (688158) experienced a 14.09% increase, with a total market capitalization of 19.5 billion and a year-to-date gain of 52.47% [2] - Other notable performers included: - Dazhi Technology (600589) up 10% with a market cap of 20.6 billion and a year-to-date increase of 93.58% [2] - Jinkai New Energy (600821) up 9.97% with a market cap of 13 billion and a year-to-date increase of 27.65% [2] - Dongfang Guoxin (300166) up 7.48% with a market cap of 17 billion and a year-to-date increase of 46.18% [2] - Taicheng Light (300570) up 7.06% with a market cap of 32.4 billion and a year-to-date increase of 23.63% [2] - Other companies like Xiechuang Data (300857) and Shoudu Online (300846) also saw gains of over 6% [1][2]