证券代码：688343 证券简称：云天励飞 公告编号：2025-054 投资者可于 2025 年 9 月 15 日(星期一)至 9 月 19 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@intellif.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。 深圳云天励飞技术股份有限公司（以下简称"公司"）已于 2025 年 8 月 27 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年上半年的经营成果、财务状况，公司计划于 2025 年 9 月 22 日上午 10:00-11:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年上半年的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 深圳云天励飞技术股份有限公司 关于召开 2025 年半年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 ...

Group 1 - The core viewpoint of the news is that Yuntian Lifei's stock has shown significant growth this year, with a year-to-date increase of 79.84% and a recent surge in trading volume [1][2] - As of September 12, Yuntian Lifei's stock price reached 89.20 yuan per share, with a total market capitalization of 32.007 billion yuan [1] - The company has experienced substantial trading activity, with a net inflow of 1.09 billion yuan from large orders and a notable presence on the trading leaderboard multiple times this year [1] Group 2 - Yuntian Lifei, established on August 27, 2014, specializes in artificial intelligence algorithms and chip technology, with its main business revenue derived from consumer-level (44.22%), industry-level (27.66%), and enterprise-level (27.10%) applications [2] - The company is categorized under the computer-IT services sector and is involved in AI chips, neural networks, SOC chips, and RISC concepts [2] - For the first half of 2025, Yuntian Lifei reported a revenue of 646 million yuan, reflecting a year-on-year growth of 123.10%, while the net profit attributable to shareholders was -206 million yuan, an increase of 33.51% year-on-year [2] Group 3 - As of June 30, 2025, the top ten circulating shareholders of Yuntian Lifei include the Huaxia CSI Robot ETF, which increased its holdings by 99.62 million shares, and the newly entered Bosera SSE STAR Market AI ETF [3] - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]

Group 1 - The core viewpoint of the news is that Yuntian Lifei's stock has seen a significant increase, with a rise of 5.15% to 91.92 CNY per share, and a trading volume of 1.296 billion CNY, indicating strong market interest [1] - Yuntian Lifei, established on August 27, 2014, specializes in artificial intelligence algorithms and chip technology, focusing on the research and sales of AI products and solutions tailored for various application scenarios [1] - The company's revenue composition is as follows: consumer-level business accounts for 44.22%, industry-level business for 27.66%, enterprise-level business for 27.10%, and other supplementary services for 1.02% [1] Group 2 - Mingya Fund has a significant holding in Yuntian Lifei, with its Mingya CSI 1000 Index Enhanced A fund holding 800 shares, representing 0.39% of the fund's net value, making it the third-largest holding [2] - The Mingya CSI 1000 Index Enhanced A fund was established on April 25, 2023, with a current scale of 199.3 million CNY, and has achieved a year-to-date return of 23.37% [2] - The fund's performance over the past year shows a return of 55.45%, ranking 1731 out of 3800 in its category [2]

Core Viewpoint - The article reports on the significant trading activity of Yuntian Lifei-U on September 11, highlighting a total of 6 block trades with a combined volume of 201,800 shares and a total transaction value of 13.56 million yuan, indicating a discount of 23.13% compared to the closing price of the day [2]. Trading Activity Summary - On September 11, Yuntian Lifei-U experienced 6 block trades totaling 201,800 shares and 13.56 million yuan in transaction value, with a trading price of 67.20 yuan, reflecting a discount of 23.13% from the closing price [2]. - Over the past three months, Yuntian Lifei-U has recorded 48 block trades with a cumulative transaction value of 174 million yuan [2]. - The closing price of Yuntian Lifei-U on the same day was 87.42 yuan, marking a 6.67% increase, with a trading turnover rate of 11.32% and a total trading volume of 2.555 billion yuan [2]. Institutional Participation - Institutional proprietary seats were involved in 2 of the block trades, with a total transaction amount of 5.04 million yuan, indicating a net purchase of 5.04 million yuan [2]. - The latest margin financing balance for Yuntian Lifei-U is 1.501 billion yuan, with an increase of 16.17 million yuan over the past five days, representing a growth rate of 1.09% [2].

Summary of Key Points Core Viewpoint - On September 11, Yuntian Lifei executed a block trade of 201,800 shares at a transaction price of 67.2 yuan, representing a discount of 23.13% compared to the market closing price of 87.42 yuan, with a total transaction value of 13.561 million yuan, accounting for 0.53% of the total trading volume for that day [1]. Group 1: Transaction Details - The block trade involved multiple transactions with various institutional buyers, all at the same price of 67.2 yuan per share [2]. - The total transaction amount for the block trade was 13.561 million yuan, with a total volume of 201,800 shares traded [1][2]. - The discount of 23.13% from the market closing price indicates a significant price deviation, which may attract investor interest [1].

Market Performance - The IT services sector rose by 3.32% on September 11, with Jiechuang Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Top Gainers in IT Services - Jiechuang Intelligent (301248) closed at 29.80, up 11.28% with a trading volume of 353,600 shares and a turnover of 1.071 billion [1] - Xinjun Network (605398) closed at 35.82, up 10.01% with a trading volume of 38,400 shares and a turnover of 138 million [1] - Ronglian Technology (002642) closed at 10.03, up 9.98% with a trading volume of 499,400 shares and a turnover of 499 million [1] Market Capital Flow - The IT services sector saw a net inflow of 2.123 billion from institutional investors, while retail investors experienced a net outflow of 921 million [2][3] - Major stocks like Ziguang Co. (000938) had a net inflow of 2.45 billion from institutional investors, but a net outflow of 3.37 billion from retail investors [3] Notable Decliners - Langxin Group (300682) closed at 23.32, down 4.27% with a trading volume of 570,600 shares and a turnover of 1.308 billion [2] - ST Haofeng (300419) closed at 7.19, down 3.88% with a trading volume of 454,000 shares and a turnover of 327 million [2]

Group 1 - The core viewpoint is that the 科创100ETF fund has shown significant growth, with a 3.63% increase and a total scale of 57.64 billion, making it the largest in its category [1][2] - Semiconductor stocks are experiencing a strong performance, driven by Oracle's announcement of a 359% year-on-year increase in unmet performance obligations, reaching 455 billion [1] - The ongoing global AI computing power competition is expected to drive demand in the semiconductor and consumer electronics sectors, with a focus on innovation and recovery in demand [1] Group 2 - The 科创100ETF fund closely tracks the 上证科创板100 index, which selects 100 securities from the Sci-Tech Innovation Board based on market capitalization and liquidity [2] - As of August 29, 2025, the top ten weighted stocks in the 上证科创板100 index account for 23.82% of the index, including companies like 东芯股份 and 华虹公司 [2]

Group 1 - The core viewpoint highlights the strong performance of the domestic AI industry, with the Sci-Tech Innovation AI ETF (589520) experiencing a significant intraday increase of 4.27% and a current rise of 2.91%, indicating active trading with a real-time transaction amount exceeding 430 million yuan [1] - Key stocks within the ETF, such as Cambricon, Yuntian Lifei, and Xinghuan Technology, have shown substantial gains, with Cambricon rising over 9% and others increasing by more than 6% [1] - OpenAI has signed a $300 billion agreement with Oracle for computing power over five years, leading to a 36% surge in Oracle's stock price, which resulted in a market capitalization increase of approximately $250 billion in a single day [3] Group 2 - The domestic computing power industry is experiencing significant growth, with the number of standard racks in use reaching 10.85 million and the intelligent computing power scale reaching 788 EFLOPS as of June this year [3] - The urgency for domestic computing power replacement is increasing due to U.S. restrictions on advanced chip exports to China, emphasizing the need for independent design and production of high-end AI chips in China [3] - The recent policy document on implementing the "Artificial Intelligence +" initiative is expected to catalyze the industrialization of AI, with a focus on hardware-software collaboration and the establishment of AI infrastructure [4] Group 3 - The Sci-Tech Innovation AI ETF (589520) has undergone a share split, reducing the trading threshold from approximately 120 yuan to about 60 yuan, making it more accessible for investors [4] - The ETF is positioned to benefit from the rapid advancement of AI technology, with a focus on domestic alternatives and information security amid ongoing technological tensions [5] - The top ten holdings of the ETF account for over 71.66% of its weight, with the semiconductor sector representing more than 54.1%, indicating a concentrated and aggressive investment strategy [5]

云天励飞-U9月10日大宗交易平台共发生7笔成交，合计成交量27.60万股，成交金额1783.51万元。成交 价格均为64.62元，相对今日收盘价折价21.15%。从参与大宗交易营业部来看，机构专用席位共出现在1 笔成交的买方或卖方营业部中，合计成交金额为323.10万元，净买入323.10万元。 两融数据显示，该股最新融资余额为14.46亿元，近5日减少9294.29万元，降幅为6.04%。（数据宝） 9月10日云天励飞-U大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | | | | | 5.00 | 323.10 | 64.62 | -21.15 | 机构专用 | 第一创业证券股份有限公 | | | | | | | 司深圳金田路证券营业部 | | 4.00 | 258.48 | 64.62 | -21.15 | 中国中金财富证券有限公司 | 第一创业证券股份有限公 | | | | | ...

9月10日，云天励飞大宗交易成交27.6万股，成交额1783.51万元，占当日总成交额的1.12%，成交价 64.62元，较市场收盘价81.95元折价21.15%。 | 交易日期 | 证券調核 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 英入营业部 | | 美出精密器 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-10 | 云天励飞 | 688343 | 64.62 | 323.1 | 5 | 机构专用 | 第一创业证券股份 | 14 | | | | | | | | | 有限公司漫圳金田 | | | | | | | | | | 路证券曾业部 | | | 2025-09-10 | 云天励飞 | 688343 | 64.62 | 258.48 | 4 | 中国中金财富证券 | 第一创业证券股份 | ка | | | | | | 1 જાહેરા જિલ્લ | | 有限公司深圳分公 | 有限公司设制金田 | | | | | | | | | 同 | 路证券器查验 | | | 2025 ...