| 交易日期 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-10-13 | 云天励飞 | 688343 | 79.06 60 | 4743.6 | 机构专用 | 您商是资繁发货套需 | Ka | 10月13日，云天励飞大宗交易成交60万股，成交额4743.6万元，占当日总成交额的4.86%，成交价79.06 元，较市场收盘价81.5元折价2.99%。 ...

股东深圳东海云天创业投资合伙企业（有限合伙）及深圳市投控东海一期基金（有 限合伙）保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 7.87% | | | | 权益变动后合计比例 | 6.99% | | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ | 否 | | | 是否触发强制要约收购义务 | 是□ | 否 | | 证券代码：688343 证券简称：云天励飞 公告编号：2025-056 深圳云天励飞技术股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告 二、 权益变动触及 1%刻度的基本情况 公司于 2025 年 10 月 11 日收到股东东海云天及东海一期出具的《关于减持 股票权益变动触及 1%刻度的告知函》（以下简称"《告知函》"）。 信息披露义务人东海云天及东海一期于 2025 年 9 月 24 日至 2025 ...

格隆汇10月13日丨云天励飞(688343.SH)公布，信息披露义务人东海云天及东海一期于2025年9月24日至 2025年10月10日期间，通过集中竞价方式及大宗交易方式合计减持公司股份317.02万股，合计持有公司 股份数量由2,823.8425万股减少至2,506.8225万股，占公司总股本比例由7.8697%减少至6.9862%，权益 变动触及1%刻度。 ...

Core Viewpoint - The company, Yuntian Lifei (688343.SH), announced a reduction in shareholding by major shareholders, indicating a shift in ownership dynamics within the company [1] Group 1: Shareholding Changes - Shareholders Donghai Yuntian and Donghai Phase One reduced their holdings by a total of 3.1702 million shares [1] - The shareholding percentage decreased from 7.8697% to 6.9862% during the period from September 24, 2025, to October 10, 2025 [1]

Industry Overview - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (referred to as "Bay Chip Expo") will be held from October 15-17 in Shenzhen, focusing on the RISC-V ecosystem and showcasing achievements in domestic open-source chip architecture [1] - The RISC-V ecosystem area, organized by the RISC-V Ecosystem Alliance, will gather partners from the entire domestic industry chain, displaying a full range of layouts from IP cores to EDA software and terminal chips [1] - Over 600 companies are expected to participate in the expo, leveraging the advantages of the Greater Bay Area to facilitate connections within the RISC-V industry chain and promote capital cooperation [1] Company Highlights - Chipone Technology, through its wholly-owned acquisition of Chiplet Technology, will participate in the expo [1] - Yuntian Lifeng, as an AI inference chip company, will join a joint exhibition area with several other companies to showcase its achievements based on self-developed neural network processors and chip technologies [1] - Alibaba's Damo Academy and other leading companies like Chiplet Technology and Jindie Space will exhibit high-performance processors and edge AI chips, with Damo Academy potentially revealing the latest developments in the Xuantie series [1] Forum and Discussions - The concurrent RISC-V Ecosystem Development Forum will focus on architectural innovation and industrial implementation, with experts discussing technological breakthroughs, IP design challenges, and commercialization cases [1] - The forum aims to accelerate the commercialization of domestic RISC-V technologies in AIoT and high-performance computing sectors [1]

Market Overview - On October 10, the IT services sector declined by 3.29%, with Danghong Technology leading the drop [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Notable gainers in the IT services sector included: - Chuling Information (300250) with a closing price of 28.01, up 12.94% and a trading volume of 753,900 shares, totaling 2.053 billion yuan [1] - Advanced Datacom (300541) closed at 17.34, up 9.61% with a trading volume of 1,084,900 shares, totaling 1.893 billion yuan [1] - Major decliners included: - Danghong Technology (688039) closed at 56.63, down 11.38% with a trading volume of 136,500 shares, totaling 792 million yuan [2] - Hongsoft Technology (688088) closed at 57.12, down 8.56% with a trading volume of 155,000 shares, totaling 908 million yuan [2] Capital Flow - The IT services sector experienced a net outflow of 4.713 billion yuan from institutional investors, while retail investors saw a net inflow of 3.311 billion yuan [2] - Specific stock capital flows showed: - Wangsut Technology (300017) had a net inflow of 1.16 billion yuan from institutional investors [3] - Chuling Information (300250) saw a net inflow of 110 million yuan from institutional investors [3]

Core Viewpoint - Yuntian Lifei has entered into a strategic cooperation agreement with Shenzhen Qianhai Big Data Resource Management Center and Kyndryl to enhance collaboration in intelligent computing infrastructure and "AI+" services [1] Group 1 - The strategic partnership was officially signed on October 9 [1] - The collaboration focuses on deep cooperation in intelligent computing infrastructure [1] - The agreement aims to expand services related to "AI+" [1]

Group 1 - The core transaction on October 9 involved a block trade of 2.2608 million shares of Yuntian Lifei-U, with a transaction value of 160 million yuan, at a price of 70.78 yuan, representing a discount of 20.82% compared to the closing price of the day [2][4] - In the last three months, Yuntian Lifei-U has recorded a total of 69 block trades, with a cumulative transaction value of 432 million yuan [3] - The closing price of Yuntian Lifei-U on the day of the report was 89.39 yuan, reflecting a 1.03% increase, with a turnover rate of 7.49% and a total trading volume of 1.783 billion yuan [3] Group 2 - The latest margin financing balance for Yuntian Lifei-U is 1.525 billion yuan, which has decreased by 212 million yuan over the past five days, representing a decline of 12.20% [4] - The buyer of the block trade was JPMorgan Securities (China) Co., Ltd., while the seller was First Capital Securities Co., Ltd. [2][4]

Core Insights - On October 9, Yuntian Lifei executed a block trade of 2.2608 million shares, amounting to 160 million yuan, which represented 8.24% of the total trading volume for that day [1][2] - The transaction price was 70.78 yuan per share, reflecting a discount of 20.82% compared to the market closing price of 89.39 yuan [1][2] Summary by Category - **Transaction Details** - Date of transaction: October 9 - Security name: Yuntian Lifei - Security code: 688343 - Transaction price: 70.78 yuan - Transaction amount: 160 million yuan - Transaction volume: 2.2608 million shares [2] - **Market Impact** - The block trade accounted for 8.24% of the total trading volume on that day, indicating significant market activity [1]

Core Insights - The article discusses the recent block trading activities of Yuntian Lifei-U, highlighting significant transactions and market performance [2][3]. Trading Activity - On September 30, Yuntian Lifei-U recorded 10 block trades with a total volume of 383,400 shares and a total transaction value of 25.39 million yuan [2]. - The average transaction price was 66.22 yuan, representing a discount of 25.16% compared to the closing price of the day [2][3]. - Over the past three months, the stock has seen a total of 68 block trades, amounting to 272 million yuan [3]. Market Performance - The closing price of Yuntian Lifei-U on the day of the report was 88.48 yuan, reflecting a 6.90% increase [3]. - The stock's turnover rate was 7.79%, with a total trading volume of 1.818 billion yuan for the day [3]. - Net inflow of main funds for the day was 105 million yuan, while the stock experienced a cumulative increase of 1.10% over the past five days, with a total net outflow of 496 million yuan during the same period [3]. Margin Trading Data - The latest margin financing balance for Yuntian Lifei-U was 1.55 billion yuan, showing a decrease of 151 million yuan, or 8.88%, over the past five days [3].