证券日报网讯12月9日，云从科技在互动平台回答投资者提问时表示，公司的"AI基础设施"旨在建设智 算中心等核心载体，为自主研发的"从容大模型"及外部客户提供稳定强大的算力底座与平台服务。"AI 智能体"则是基于"感知-认知-决策"技术闭环，打造具备多模态交互与智能业务流编排能力的智能应用， 实现像人一样思考与工作。两者结合构建了"算力支撑模型，模型驱动智能体，智能体赋能百业"的完整 价值链，目前已在金融、政务、制造等多领域实现了商业落地。 ...

Core Insights - The global AI agent market is experiencing explosive growth, with projections indicating a market size of $11.3 billion by 2025 and nearly $50 billion by 2030 [4] - The introduction of AutoGLM by Zhiyu, an AI agent capable of mobile operations, is a significant development, allowing for complex tasks like food ordering and flight booking [2] - Major technology companies are increasing capital expenditures to accelerate the commercial application of generative AI, with Chinese cloud service providers spending approximately $45 billion over the past year [6] Market Growth - The AI agent market is expected to see a compound annual growth rate (CAGR) exceeding 30% from 2025 to 2030 in China, with the market size reaching approximately 30 billion yuan by 2030 [4] - The Chinese government's policy aims for over 70% adoption of new intelligent terminals and agents by 2027, and over 90% by 2030, positioning the intelligent economy as a key growth driver [4] Capital Expenditure Trends - Capital expenditures in the AI sector are on the rise, with a projected total of 26.53 billion yuan for 2024, reflecting a year-on-year increase of over 10% [6] - The A-share market shows a significant increase in capital expenditure among AI agent concept stocks, with a total of nearly 30.5 billion yuan spent in the first three quarters of 2025, up nearly 15% from the previous year [6] Stock Performance - The average annual increase for AI agent concept stocks in the A-share market exceeds 25%, with over half of the stocks rising more than 10% this year [7] - Eight specific stocks have seen significant institutional interest, with Shanghai Steel Union receiving over 150 institutional surveys this year [8][9] - Financing balances for AI agent concept stocks have increased by nearly 45% compared to the end of last year, indicating strong investor interest [7]

证券日报网讯12月8日，云从科技在互动平台回答投资者提问时表示，公司在坚持主业稳健发展的同 时，始终关注行业前沿动态，秉持开放态度，根据战略规划及业务需求，评估各类有利于提升公司核心 竞争力和长期价值的机会。若有相关重大事项和进展，公司将严格按照有关法律法规的规定及时履行信 息披露义务。 ...

这种"软硬一体"的协同效应，正在加速AI从"实验室"走向"生产线"。双方将重点聚焦AI原生应用的商业 化落地，共同探索在智能制造、智慧金融、城市治理等场景下的创新应用。通过打通算力、算法与场景 的闭环，云从与华为致力于让国产AI应用不仅"能用"，更要"好用"，真正解决行业痛点，推动数字经济 与实体经济的深度融合。 云从科技与华为昇腾的合作始于2019年，从最初的技术适配逐步升级为战略共生。在武汉国家网安基 地，双方联手打造的智算中心训推一体化中心，已成为区域数字经济的标杆。在该项目中，云从科技充 分发挥算法优势，依托昇腾强大的算力底座，成功构建了高标准的可控训练场。 云从科技表示，成为昇腾优选级合作伙伴是双方战略互信的结果，未来将依托华为在算力基础设施上的 优势，结合云从在感知、认知决策领域的技术积累，共同定义AI产业的新标准。 12月8日，记者从云从科技(688327)获悉，云从科技正式获得华为昇腾"优选级合作伙伴"认证。该项认 证不仅标志云从科技与华为的合作迈入深度融合的新阶段，更预示着国产软硬件厂商正加速从"单点突 围"走向"抱团攻坚"，共同构建自主可控的智能计算产业新高地。 长期以来，如何实现国产大模 ...

12月5日，由南方财经全媒体集团指导，21世纪经济报道和渣打银行联合主办，由广东省机器人协会支 持的"粤港澳大湾区新经济发展论坛暨21世纪科技年会"在广州南方财经大厦举行。 这一能力包含两个关键维度：一是通过合法合规的合作模式，沉淀高质量行业数据集，将数据瓶颈转化 为竞争优势；二是实现AI技术与行业的深度融合，只懂行业或者只懂AI，都会浪费机会。 云从科技的实践印证了这一逻辑，从早期的人脸识别单点技术，到全场景解决方案，如今已升级为"业 务合作伙伴"的战略。不只是提供一个解决方案，而是要助力客户达到降本增效的成果，"不是考虑技术 多高级，用了多少参数量，而是通过降本和增效的变化来跟付费，这是我们下一个阶段要做的事情。" 谈及未来三到五年"AI+新经济"，刘君重点提及三个方向。其一是高质量数据，作为AI产业的核心生产 资料，数据的价值将持续凸显；其二是具身智能领域，最近广东省已组建具身智能有限公司，云从科技 也参与其中，助力整个广东具身智能产业的发展。 作为"南方财经论坛2025年会"的重要专题会议之一，本届科技年会以"创新无界 智见未来"为主题。会 上，一场以"AI驱动的新经济图景"为主题的圆桌对话，聚焦AI ...

证券日报网讯 12月3日，云从科技在互动平台回答投资者提问时表示，公司与华为在技术和生态层面保 持着紧密的合作，重点在于国产化AI生态基础设施和行业解决方案的建设，暂无针对特定的消费电子 产品的业务合作。 （编辑 袁冠琳） ...

（文章来源：每日经济新闻） 云从科技（688327.SH）12月3日在投资者互动平台表示，公司与华为在技术和生态层面保持着紧密的 合作，重点在于国产化AI生态基础设施和行业解决方案的建设，暂无针对特定的消费电子产品的业务 合作。 每经AI快讯，有投资者在投资者互动平台提问：请问，华为mate 80等手机，是否有使用公司的服务或 产品？ ...

Core Viewpoint - CloudWalk Technology has completed a board restructuring and senior management appointments, marking a new phase in its governance structure [1][4][6] Board Restructuring - The new board consists of non-independent directors Zhou Xi, Yang Hua, Li Jiwei, Li Xiafeng, You Yu, and Liu Jun, along with independent directors Xu Xin, Gao Hui, and Zhao Peilin, all serving a three-year term [3][6] - Zhou Xi was elected as chairman during the first meeting of the new board held on November 29, 2025, where various committees were also established to enhance internal governance and decision-making [3][6] Senior Management Appointments - Zhou Xi has been appointed as the general manager, with Yang Hua and Li Jiwei as deputy general managers; Yang Hua will also serve as the board secretary, and Gao Wei will be the CFO, all for a three-year term [3][6] - The nomination committee has reviewed the qualifications of the new senior management, confirming compliance with relevant laws and company regulations [3][6] Transition of Previous Board Members - Following the restructuring, former board members Liu Jia, Zhou Zhonghui, Zhou Bin, and Wang Yanfeng will no longer hold board positions but will continue to contribute in other roles within the company [3][6] Business Focus and Financial Performance - CloudWalk Technology specializes in AI visual and cognitive solutions, targeting sectors like smart finance and smart cities, and aims to leverage advancements in AI models and computing infrastructure [4][7] - For the first three quarters of 2025, the company reported revenues of 355 million yuan and a net loss of 310 million yuan, indicating ongoing financial challenges [4][7] - Industry experts highlight the significant funding needs for AI companies in product development, computing investment, and ecosystem building, emphasizing the importance of core technology competitiveness and cost control for future performance [4][7]

Board Restructuring - The company held its third extraordinary general meeting on November 28, 2025, to elect members of the third board of directors using a cumulative voting system [1] - The newly elected non-independent directors include Zhou Xi, Yang Hua, Li Jiwei, Li Xiaofeng, You Yu, and Liu Jun, while independent directors include Xu Xin, Gao Hui, and Zhao Peilin, with a term of three years starting from the approval date [1] Board Chairman and Committees - On November 29, 2025, the first meeting of the third board of directors was held, where Zhou Xi was unanimously elected as the chairman [2] - The board established various specialized committees, ensuring that independent directors constitute a majority and serve as conveners [2] Senior Management Appointments - The board approved the appointment of Zhou Xi as the general manager, Yang Hua and Li Jiwei as deputy general managers, Yang Hua as the board secretary, and Gao Wei as the financial director, effective from the date of the meeting [3] - The qualifications of the appointed senior management were reviewed and approved by the nomination committee, and the audit committee reviewed the appointment of the financial director [3] Board Secretary Information - The contact details for the board secretary are provided, including a phone number and email address [5] Departure of Board Members - Following the restructuring, Liu Jia will no longer serve as a non-independent director, and Zhou Zhonghui, Zhou Bin, and Wang Yanfeng will no longer serve as independent directors, with gratitude expressed for their contributions [6]

Core Points - The company completed the election of its third board of directors and appointed senior management personnel on November 28 and 29, 2025 [1][2][3] Board Election Summary - The third board of directors was elected during the extraordinary general meeting held on November 28, 2025, with a cumulative voting system. The non-independent directors elected include Zhou Xi, Yang Hua, Li Jiwei, Li Xiaofeng, You Yu, and Liu Jun. The independent directors elected are Xu Xin, Gao Hui, and Zhao Peilin. Their term is set for three years starting from the date of the meeting [1] - On November 29, 2025, the first meeting of the third board of directors was held, where Zhou Xi was unanimously elected as the chairman. The board also established its specialized committees, ensuring that independent directors hold a majority in the audit, nomination, and remuneration committees, with Xu Xin serving as the audit committee chair [2] Senior Management Appointment Summary - During the first meeting of the third board of directors on November 29, 2025, Zhou Xi was appointed as the general manager, while Yang Hua and Li Jiwei were appointed as deputy general managers. Yang Hua was also appointed as the board secretary, and Gao Wei was appointed as the financial director. Their terms will last until the end of the third board's term [3] - The nomination committee reviewed and approved the qualifications of the appointed senior management, and the audit committee reviewed the appointment of the financial director. Yang Hua has obtained the necessary qualifications to serve as the board secretary [3] Board Member Changes - Following the completion of the board election, Liu Jia will no longer serve as a non-independent director, and Zhou Zhonghui, Zhou Bin, and Wang Yanfeng will no longer serve as independent directors. The board expressed gratitude for their contributions during their tenure [4]