人民财讯9月11日电，9月11日，在2025年半年度业绩会上，云从科技董事长兼总经理周曦介绍，公司未 来盈利增长将主要依靠三方面驱动：一是核心技术优势，公司的"从容多模态大模型"在国际评测中表现 领先，并通过"AI基础设施+AI智能体"战略持续提升产品竞争力；二是市场拓展，在深耕智慧金融、智 慧政务等成熟领域的同时，正加速向智能制造、智慧能源等新领域以及出海扩张；三是运营效率提升， 公司通过优化业务结构和成本控制，期间费用显著下降，经营效率持续改善。 ...

数据显示，创金合信基金旗下1只基金重仓云从科技。创金合信量化多因子股票A（002210）二季度持 有股数29.47万股，占基金净值比例为1.26%，位居第一大重仓股。根据测算，今日浮盈赚取约23.87万 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 创金合信量化多因子股票A（002210）成立日期2016年1月22日，最新规模3.13亿。今年以来收益 29.25%，同类排名1245/4222；近一年收益66.53%，同类排名1191/3798；成立以来收益123.83%。 9月11日，云从科技涨5.12%，截至发稿，报16.62元/股，成交4.62亿元，换手率3.42%，总市值172.61亿 元。 创金合信量化多因子股票A（002210）基金经理为董梁、黄小虎。 资料显示，云从科技集团股份有限公司位于上海市浦东新区川和路55弄张江人工智能岛11栋，成立日期 2015年3月27日，上市日期2022年5月27日，公司主营业务涉及一家提供高效人机协同操作系统和行业解 决 ...

Core Viewpoint - The company is actively promoting a quality improvement and efficiency enhancement operational strategy aimed at increasing revenue growth and achieving breakeven as soon as possible while focusing on core technologies and expanding new business areas [1] Group 1: Business Strategy - The company aims to achieve breakeven by the first half of 2025 through optimizing business structure and implementing cost reduction and efficiency enhancement measures [1] - The company has established a solid foundation for achieving breakeven within two years by demonstrating a stable and positive trend in its operational fundamentals [1] Group 2: Market Expansion - The company has successfully achieved large-scale commercial implementation in multiple fields, such as smart finance and smart government [1] - New applications have been developed and promoted in emerging industries like intelligent manufacturing [1] Group 3: Product Development - The company has improved its integrated hardware and software product matrix, covering aspects such as computing power, data, models, and applications [1] - The company expresses confidence in future development and aims to deliver outstanding performance to its investors [1]

Core Viewpoint - The company, Yuncong Technology, is experiencing a significant recovery in AI application demand across various industries due to the national "Artificial Intelligence +" initiative and the implementation of its "AI Infrastructure + AI Intelligent Agent" dual-drive strategy [1] Group 1: Market Demand and Strategy - The market demand for AI applications is showing a clear rebound across various sectors [1] - The company has implemented a dual-drive strategy focusing on "AI Infrastructure + AI Intelligent Agent" to capitalize on this demand [1] Group 2: Technological Advancements - The company has developed a human-machine collaborative operating system (CWOS) that is enhanced by upgrades to large models, enabling diverse applications in finance, manufacturing, and urban governance [1] - The company possesses deep industry know-how and technological advantages in visual and multimodal large models [1] Group 3: Growth in Specific Sectors - The company has achieved rapid growth in sectors such as finance, government, and broader AI applications including manufacturing and energy [1]

Company Overview - CloudWalk Technology Co., Ltd. is located in Zhangjiang Artificial Intelligence Island, Shanghai, and was established on March 27, 2015. The company went public on May 27, 2022 [2] - The main business involves providing efficient human-machine collaborative operating systems and industry solutions, focusing on promoting the industrialization of artificial intelligence and the intelligent transformation of various industries [2] - Revenue composition includes 75.55% from AI solutions, 24.19% from human-machine collaborative operating systems, and 0.25% from other sources [2] Financial Performance - For the first half of 2025, CloudWalk achieved operating revenue of 169 million yuan, representing a year-on-year growth of 40.21%. However, the net profit attributable to the parent company was -230 million yuan, with a year-on-year increase of 35.51% [2] - As of June 30, 2025, the number of shareholders was 52,200, a decrease of 11.08% from the previous period, while the average circulating shares per person increased by 24.37% to 15,965 shares [2] Stock Market Activity - On September 8, CloudWalk's stock price increased by 2.11%, reaching 16.45 yuan per share, with a trading volume of 73.42 million yuan and a turnover rate of 0.54%, resulting in a total market capitalization of 17.08 billion yuan [1] - Year-to-date, the stock price has risen by 35.95%, but it has decreased by 5.84% over the last five trading days and by 1.97% over the last 20 days, while increasing by 27.32% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on February 28, where it recorded a net buy of -81.035 million yuan [1]

Group 1 - The company, Yuncong Technology, announced its participation in the 2025 semi-annual performance briefing for the software industry organized by the Shanghai Stock Exchange [2] - The event is scheduled for September 11, 2025, from 15:00 to 17:00 [2]

证券代码：688327 证券简称：云从科技 公告编号：2025-040 云从科技集团股份有限公司 关于参加 2025 年半年度科创板软件行业集体业绩说明 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 9 月 11 日（星期四）15:00-17:00 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 9 月 6 日（星期六）至 9 月 10 日（星期三）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@cloudwalk.com）和电话（021-60969707）向公司提问，公司将在说明会上 对投资者普遍关注的问题进行回答。 云从科技集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日发 布了《2025 年半年度报告》，为便于广大投资者更全面深入地了解公 ...

Group 1 - CloudWalk Technology experienced a 5% decline in stock price, reaching 15.38 CNY per share, with a trading volume of 579 million CNY and a turnover rate of 4.37%, resulting in a total market capitalization of 15.973 billion CNY [1] - The company, established on March 27, 2015, and listed on May 27, 2022, is based in Shanghai and specializes in providing efficient human-machine collaboration operating systems and industry solutions, contributing to the industrialization of artificial intelligence and the smart transformation of various sectors [1] - The revenue composition of CloudWalk Technology includes 75.55% from artificial intelligence solutions, 24.19% from human-machine collaboration operating systems, and 0.25% from other sources [1] Group 2 - The fund "浦银安盛科创板100指数增强A" holds 20,300 shares of CloudWalk Technology, representing 1.97% of the fund's net value, making it the tenth largest holding [2] - The fund was established on September 26, 2024, with a current size of 5.2041 million CNY and has achieved a year-to-date return of 41.13%, ranking 588 out of 4222 in its category [2] - The fund managers, Sun Chenjin and Luo Wen, have tenures of 10 years and 7 years respectively, with Sun managing assets totaling 1.239 billion CNY and Luo managing 849 million CNY [2]

Group 1 - Renowned private equity firm Ruiyang Investment recently conducted research on a listed company, CloudWalk Technology, focusing on its AI inference chip development and strategic investments [1] - CloudWalk Technology has established partnerships with multiple financial institutions, providing services such as financial models, big data services, risk control, marketing, live detection, and dual recording [1] - The company's technology and products are primarily applied in the field of autonomous vehicles, particularly in the "vehicle-road-cloud" collaborative system for intelligent connected vehicles [1] Group 2 - Ruiyang Investment was founded in January 2017 and primarily engages in private securities investment fund business in the secondary market, with an asset management scale of approximately 10 billion [2] - The average tenure of the fund managers at Ruiyang Investment exceeds 10 years, indicating a strong level of experience in the industry [2] Group 3 - The firm has received multiple awards, including the "12th China Private Equity Golden Bull Award" for three-year outstanding private equity investment manager in September 2021, and the "11th China Private Equity Golden Bull Award" for one-year outstanding private equity investment manager in August 2020 [3] - Ruiyang Investment's Ruiyang Selected No. 2 fund achieved a return of 106.99% in 2019 and 64.42% in 2020, with a maximum drawdown of 2.37% [3] - The Ruiyang Exclusive No. 1 fund was recognized with several awards, including the "Golden Yangguang Award" for three-year outstanding private equity company in July 2021, showcasing the firm's strong performance and growth potential [3]

Group 1: Yuncong Technology - The company is focusing on AI inference chip development through industrial investment and has strategically invested in Yisiwei Computing, a leading player in the domestic RISC-V field [1] - Yuncong Technology has established partnerships with multiple financial institutions to provide services such as financial big models, big data services, risk control, marketing, live detection, and dual recording [1] - The company's technology and products are primarily applied in the field of autonomous vehicles, focusing on the "vehicle-road-cloud" collaborative system for intelligent connected vehicles [1] Group 2: Jinchengzi - In the first half of 2025, the company achieved operating revenue of 132.68 million yuan, a year-on-year increase of 21.56%, and a net profit attributable to shareholders of 27.70 million yuan, up 64.58% year-on-year [2] - The growth in performance is attributed to market expansion and cost control, with the company enhancing competitiveness through employee stock ownership, governance optimization, and the acquisition of Samit [2] - Samit is expected to generate revenue of 57.55 million yuan and a net profit of 21.05 million yuan in 2024, with technology at an internationally advanced level, applicable in fields such as aviation detection and laser communication [2] - The company is entering the consumer-grade 3D printing sector with its ToC consumer-grade control card currently in the testing phase, and the acquisition plan includes performance and impairment compensation to support sustainable development [2] Group 3: Company Overview - Shanghai Chengrui Investment Management Co., Ltd. was established in May 2010 with a registered capital of 11 million yuan and became a private equity fund manager in April 2014 [3] - The company focuses on the secondary market and covers major asset allocation, employing strategies such as macro hedging, high-frequency alpha, and CTA strategies, all developed in-house [3] - The investment research team consists of 33 highly qualified professionals with strong educational backgrounds and extensive investment experience, with members graduating from prestigious universities [3] - The company has received numerous awards and recognitions, including being ranked among the top private equity firms in China and winning various industry awards for its performance [3]