关于召开 2024 年度暨 2025 年第一季度 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： ? 会议召开时间：2025 年 6 月 16 日（星期一）下午 14:00-15:00 ? 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 证券代码：688316 证券简称：青云科技 公告编号：2025-023 北京青云科技集团股份有限公司 https://roadshow.sseinfo.com/） （三）会议召开方式：上证路演中心网络互动 三、参加人员 公司总经理林源先生、独立董事于雷先生、财务负责人罗世芳女士、董事会 秘书张腾先生。（如有特殊情况，参会人员将可能进行调整） ? 会议召开方式：上证路演中心网络互动 ? 投资者可于 2025 年 6 月 9 日（星期一）至 6 月 13 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@yunify.com 进行提问。公司将在说明会上对投资 ...

证券代码：688316 证券简称：青云科技 公告编号：2025-024 北京青云科技集团股份有限公司 股票交易异常波动公告 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。 重要内容提示： ● 北京青云科技集团股份有限公司（以下简称"公司"或"本公司"）股票于 2025 年 6 月 5 日和 6 月 6 日连续两个交易日收盘价格涨幅偏离值累计超过 30%。根 据《上海证券交易所交易规则》《上海证券交易所科创板股票异常交易实时监控细 则》的有关规定，属于股票交易异常波动情形。 ● 经公司自查并书面询证控股股东、实际控制人，截至本公告披露日，公司 日常经营情况正常，无应披露而未披露的重大事项或重要信息。 ● 公司股价短期波动幅度较大，敬请广大投资者理性投资、注意二级市场交 易风险。 一、股票交易异常波动的具体情况 公司股票于 2025 年 6 月 5 日和 6 月 6 日连续两个交易日收盘价格涨幅偏离值累 计超过 30%。根据《上海证券交易所交易规则》《上海证券交易所科创板股票异常 交易实时监控细则》的有关规定，属于股票交易异常 ...

证券代码：688316 证券简称：青云科技 公告编号：2025-023 北京青云科技集团股份有限公司 关于召开 2024 年度暨 2025 年第一季度 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： 会议召开时间：2025 年 6 月 16 日（星期一）下午 14:00-15:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 6 月 9 日（星期一）至 6 月 13 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@yunify.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 北京青云科技集团股份有限公司（以下简称"公司"）已于 2025 年 4 月 28 日发布公司 2024 年年度报告及 2025 年第一季度报告，为便于广大投资者更全面 深入地了解公司 ...

青云科技发布异动公告，经公司自查，公司目前经营活动一切正常，未发生重大变化。公司所处市场环 境、行业政策没有发生重大调整。不存在涉及公司其他应披露而未披露的重大信息。 ...

Market Overview - The Sci-Tech Innovation Board (STAR Market) index decreased by 0.48%, closing at 991.64 points, with a total trading volume of 2.486 billion shares and a turnover of 83.57 billion yuan, resulting in a weighted average turnover rate of 1.45% [1] - Among the tradable stocks on the STAR Market, 274 stocks closed higher, with 5 stocks rising over 10% and 11 stocks rising between 5% and 10%. Conversely, 304 stocks closed lower [1] Trading Activity - The distribution of turnover rates shows that 3 stocks had turnover rates exceeding 20%, 7 stocks had rates between 10% and 20%, 32 stocks had rates between 5% and 10%, 69 stocks had rates between 3% and 5%, 275 stocks had rates between 1% and 3%, and 201 stocks had rates below 1% [1] - The stock with the highest turnover rate was Qingyun Technology, which closed up 15.31% with a turnover rate of 38.58% and a transaction amount of 908 million yuan. Other notable stocks included Sailun Biology and Youke Technology, with turnover rates of 27.40% and 22.11%, respectively [1][3] Sector Performance - In terms of industry performance, the pharmaceutical and biotechnology sector had the most stocks with turnover rates exceeding 5%, totaling 11 stocks, followed by machinery and equipment with 6 stocks, and electronics with 5 stocks [2] - Among high turnover stocks, 20 stocks experienced net inflows of main funds, with Youke Technology, Shijia Optics, and Hecuan Technology seeing the largest net inflows of 161 million yuan, 46.85 million yuan, and 46.42 million yuan, respectively [2] Leverage Fund Movements - A total of 25 stocks received net purchases from leveraged funds, with notable increases in financing balances for Zhongyou Technology, Gai Lun Electronics, and Shijia Optics, which increased by 101 million yuan, 80.49 million yuan, and 78.69 million yuan, respectively [2]

青云科技6月5日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 开源证券股份有限公司西安太华路证券营业部 | 1530.65 | | 国泰海通证券股份有限公司总部 | 1514.87 | | 华泰证券股份有限公司总部 | 1366.05 | | 东莞证券股份有限公司厦门分公司 | 1180.22 | | 华鑫证券有限责任公司上海云锦路证券营业部 | 990.52 | | 卖出营业部名称 | 卖出金额(万元) | | 金元证券股份有限公司哈尔滨丽江路证券营业部 | 2516.36 | | 国泰海通证券股份有限公司总部 | 1135.64 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 1083.27 | | 瑞银证券有限责任公司上海浦东新区花园石桥路第二证券营业部 | 1012.23 | | 东方证券股份有限公司广州宝岗大道证券营业部 | 692.81 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 6月5日青云科技（688316）收盘价59.03元，收盘涨停，全天换手率21.57%，振幅17.31%，成交额4.2 ...

证券代码：688316 证券简称：青云科技 公告编号：2025-022 北京青云科技集团股份有限公司 关于公司核心技术人员辞职的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 北京青云科技集团股份有限公司（以下简称"公司"）核心技术人员廖洋先 生于近日因个人原因申请辞去公司所任职务，并已办理完成离职手续。廖洋先生离 职后将不再担任公司任何职务。 廖洋先生与公司签有《保密、知识产权与不竞争协议》，不存在涉及职务成 果、知识产权相关的纠纷或潜在纠纷的情形，其离职不影响公司知识产权权属的完 整性。 廖洋先生的离职不会对公司技术研发、核心竞争力和持续经营能力产生实质 性影响，不会影响公司现有核心技术及研发项目的工作开展。 一、 核心技术人员离职的具体情况 （二）参与的研发项目与专利技术情况 廖洋先生任职期间未直接参与公司专利的研发工作，目前不参与公司的在研项 目，不会对公司现有研发项目进展产生影响，不存在涉及职务成果、知识产权相关 的纠纷或潜在纠纷的情形，廖洋先生的离职不影响公司知识产权权属的完整性。 （三） ...

Core Viewpoint - The independent cloud manufacturers are betting on the intelligent computing (智算) business as a potential lifeline amidst challenges in the cloud computing market, driven by the rise of generative AI and the need for differentiated services [2][11][28]. Group 1: Market Dynamics - The independent cloud manufacturers have faced significant challenges, including a price drop of 30-40% in computing power rental prices compared to last year, leading to difficulties in profitability [4][14]. - The emergence of generative AI has provided a glimmer of hope, with the price of computing resources skyrocketing, such as the A800 server reaching 1-2 million yuan [2][11]. - The market is witnessing a shift from large, centralized clients to smaller, fragmented demand, with clients now renting fewer machines than before [17][18]. Group 2: Business Models - Independent cloud manufacturers are diversifying their offerings into two main categories: computing resources and intelligent computing platforms, often opting for asset-light models due to funding constraints [6][10]. - Companies like UCloud are leveraging idle computing power from personal computers and internet cafes to expand their service offerings [6][7]. - The intelligent computing platforms are seen as high-margin businesses, with companies like QingCloud reporting over 50% gross margins on their software platforms [10][11]. Group 3: Challenges Faced - The independent cloud manufacturers are struggling with a lack of stable demand and the need for high customization in deploying intelligent computing platforms, which complicates profitability [11][12]. - The competitive landscape is tough, with larger cloud providers often undercutting prices or offering free trials to secure contracts, making it difficult for smaller players to compete [15][19]. - The market is also facing issues with contract defaults, where rental agreements are often broken if market prices drop significantly, leading to increased financial risk for independent cloud manufacturers [19][20]. Group 4: Strategic Opportunities - Despite the challenges, independent cloud manufacturers can capitalize on the growing demand for customized solutions in niche markets, particularly among small to medium-sized enterprises [25][27]. - Collaborations with local enterprises and government projects can provide independent cloud manufacturers with opportunities to establish a foothold in regional markets [26][27]. - The focus on building technical capabilities and operational efficiencies can help independent cloud manufacturers differentiate themselves from larger competitors [26][28].

出品：新浪财经上市公司研究院 作者：坤 巨头围猎下的云计算市场，昔日"中国混合云第一股"青云科技却陷入多重困境。公司近年来持续交出业绩萎缩、亏损加剧的成绩单，叠加近期股 东接连发布的减持计划，让市场对其未来境遇不免产生一定质疑。 根据国际数据公司（IDC）发布的《中国公有云服务市场（2024下半年）跟踪》报告显示，2024下半年，中国公有云服务整体市场规模 （IaaS/PaaS/SaaS）为241.1亿美元。其中，IaaS市场规模为132.1亿美元，同比增长14.4%，环比增长11.3%；PaaS市场规模为43.7亿美元，同比增 长20.3%，环比增长12.2%。 相较之前，云服务行业本身的复苏态势明显，而AI的崛起则是支持赛道增长的主要动力。但更大的蛋糕实际上只会被头部厂商瓜分，行业的增长 动力并未明显带动中小云厂商在巨头的垄断及价格战中实现突围，青云科技等中小云厂商依然在市场夹缝中应对公司的生存挑战。 一季度业绩再度恶化 持续控费甚至裁员自救 实际上，青云科技也在通过持续控费甚至裁员自救。一方面，本就不高的研发费用一降再降，2021-2025年一季度，青云科技的研发费用分别为 1.35亿元、1.26亿元、 ...

Core Viewpoint - The major shareholders of Qingyun Technology (688316.SH) have announced plans to reduce their holdings, which may impact the company's stock performance and investor sentiment [1]. Shareholder Reduction Plans - Jiaxing Lanchi plans to reduce its holdings by up to 947,708 shares, representing a maximum of 1.98% of the total share capital, through both centralized bidding and block trading [2][5]. - Tianjin Lanchi intends to reduce its holdings by up to 247,284 shares, accounting for a maximum of 0.52% of the total share capital, also via centralized bidding and block trading [3][5]. - Hengkeng Zhaosheng plans to reduce its holdings by up to 955,992 shares, which is a maximum of 2% of the total share capital, using similar methods [4][5]. Shareholding Structure - As of the announcement date, Jiaxing Lanchi holds 2,823,134 shares (5.91% of total share capital) and Tianjin Lanchi holds 736,636 shares (1.54% of total share capital), making their combined holdings 3,559,770 shares (7.45% of total share capital) [5][6]. - Hengkeng Zhaosheng holds 2,635,756 shares, representing 5.51% of the total share capital [7][8]. Financial Performance - Qingyun Technology went public on March 16, 2021, with an initial offering price of 63.70 yuan per share, raising a total of 764 million yuan, but the stock is currently trading below its IPO price [8]. - The company reported a net loss attributable to shareholders of 95.76 million yuan for the year 2024, an improvement from a loss of 170.07 million yuan in 2023 [9][10]. - The total revenue for 2024 was approximately 272 million yuan, reflecting an 18.95% decrease compared to the previous year [10][11].