长江商报消息 ●长江商报记者 沈右荣 A股市场科创板挂牌两年后，云天励飞（688343.SH）踏上了赴港上市的资本新征程。 7月30日晚间，云天励飞发布公告，当日，公司已向香港联交所递交H股发行并上市的申请并刊发申请 资料，正式开启了港股IPO。 两年前的2023年4月，云天励飞登陆了科创板，如今冲击港股市场，意味着公司将打造"A+H"双资本平 台。 云天励飞是一家人工智能上市公司，是中国首家实现国产高算力AI推理芯片商业化的公司。公司注重 研发，近几年，公司每年基本上将一半的营业收入投入至研发。 基于此，公司核心技术均源于自主创新。截至2024年底，公司累计拥有有效授权发明专利715件。期 末，公司研发人员535人，占员工总数的58.15% 不过，云天励飞尚未盈利。2025年一季度，公司归母净利润为亏损0.86亿元。此前的2020年至2024年， 公司合计亏损21.92亿元。 赴港上市打通多元化融资渠道，云天励飞何时能实现盈利？ 赴港上市打通多元化融资渠道 在A股赴港上市浪潮中，云天励飞也成了弄潮者。 2025年4月25日晚，云天励飞发布公告，当日，公司召开的董事会会议审议通过《关于授权公司管理层 启动公司 ...

记者注意到，云天励飞于2025年7月30日向港交所递交了发行H股股票并在港交所主板挂牌上市的申 请，并于同日在港交所网站刊登了本次发行上市的申请资料。 2025年第一季度，云天励飞营收达2.64亿元，同比增长168%。 截至2025年7月31日收盘，云天励飞(688343)股价报58.55元，较前一交易日上涨2.22元，涨幅3.94%。 （文章来源：广州日报） 公开资料显示，云天励飞成立于 2014 年，2023 年成功在上交所科创板上市，代码 688343，曾一度被媒 体称为"深圳AI第一股"。过去11年，云天励飞一直致力于推动AI的大规模落地应用，已在消费级、企业 级和行业级三大领域取得多项创新成果。而在今年，云天励飞在战略上全面聚焦AI推理芯片。 根据灼识咨询报告，以2024年中国市场相关收入统计，云天励飞是排名前三的行业领先全场景AI推理 芯片相关产品及服务提供商；以2024年中国市场相关收入统计，云天励飞在NPU驱动的AI推理芯片相 关产品及服务提供商中排名中国前二。 ...

Group 1 - Jiejia Weichuang expects a net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, representing a year-on-year increase of 38.65% to 59.85% [1] - Micron Biotech's CS231295 clinical trial application has been approved by the FDA for treating advanced solid tumors [1] - Sinopec anticipates a net profit of 20.1 billion to 21.6 billion yuan for the first half of 2025, a decrease of 39.5% to 43.7% year-on-year [2] Group 2 - High Energy Environment has obtained a loan commitment letter from a financial institution for share repurchase [2] - Electric Power Investment Energy received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inadequate disclosure in its semi-annual report [3] - Zhejiang University Net New won a bid for an intelligent engineering project worth 94.2712 million yuan [5] Group 3 - Daodaoquan reported a net profit of 181 million yuan for the first half of 2025, a year-on-year increase of 563.15% [8] - New Light Optoelectronics expects a net loss of 19 million to 23 million yuan for the first half of 2025 [9] - Aihua Pharmaceutical's two probiotic powder registration applications have been accepted [10] Group 4 - Xinhui Electric's subsidiary signed a product sales framework contract for commercial and household robots [11] - Baida Precision Engineering's subsidiary obtained 134,500 square meters of industrial land use rights [12] - Haiyang Technology's chief engineer resigned for personal reasons [13] Group 5 - Tianhe Magnetic Materials received a project filing notice for a 12,000-ton magnetic material deep processing project [22] - Wanlima is the pre-selected unit for a procurement project worth 43.835 million yuan from China Southern Airlines [24] - Yipin Hong's subsidiaries obtained two drug registration certificates [25] Group 6 - Zhejiang Jiaoke's subsidiary signed new construction projects worth 4.783 billion yuan in the second quarter [27] - Shenglan Co. received approval for issuing convertible bonds [29] - Jimi Technology expects a net profit of 88.6622 million yuan for the first half of 2025, a year-on-year increase of 2062.33% [31] Group 7 - Dingtong Technology reported a net profit of 115 million yuan for the first half of 2025, a year-on-year increase of 134.06% [32] - Huaheng Biological is planning to list on the Hong Kong Stock Exchange [34] - Yuntian Lihui submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [36] Group 8 - Nanchip Technology expects a net profit of 108.8 million to 133.1 million yuan for the first half of 2025, a decrease of 35.09% to 47.03% year-on-year [43] - Anglikang's Mesobam injection has received a drug registration certificate [44] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.998% [45]

星标 ★ IPO日报 精彩文章第一时间推送 官宣赴港后半个月，"深圳人工智能第一股"云天励飞的上市申请终于得以面世。 市值跌一半 云天励飞，全名深圳云天励飞技术股份有限公司，成立于2014年8月，是中国领先的人工智能(AI)公 司，长期专注于AI推理芯片的研发设计及商业化。公司将对AI算法及实际应用场景的深度理解融入到 使用AI推理计算的强大且高性价比的应用，推出面向企业级、消费级、行业级三大类应用场景的行业 领先的NPU驱动AI推理芯片相关产品及服务，成功打造从AI推理基础设施构建到产品设计、开发及商 业化落地的完整闭环，实现AI多元场景快速迁移。 根据咨询机构灼识咨询报告，中国AI推理芯片相关产品及服务行业正处于快速增长阶段，市场规模从 2020年的人民币113亿元增长至2024年的人民币1626亿元，复合年增长率达94.9%，预计于2024年至 2029年将以53.4%的复合年增长率增长，2029年将达到人民币13830亿元。 招股书显示，根据相同资料来源，以2024年中国市场相关收入统计，云天励飞是排名前三的行业领先全 场景AI推理芯片相关产品及服务提供商。以 2024年中国市场相关收入统计，云天励飞 ...

Group 1 - Tianyue Advanced, the world's second-largest silicon carbide substrate manufacturer, has passed the Hong Kong Stock Exchange hearing, while lithium battery giant XWANDA and AI inference chip service provider Yuntian Lifi have submitted their listing applications [1] - As of July 30, a total of 236 companies are queued for Hong Kong stock listings, with 42 A-share companies having submitted their applications [5][8] - In 2023, 10 companies successfully listed in Hong Kong, raising a total of HKD 88.286 billion, with CATL leading at HKD 41.006 billion, marking the largest IPO globally this year [2][4] Group 2 - The average cumulative increase for the 10 A+H shares listed this year is 38.55%, with notable performers including Jihong Co. at 117.71% and Hengrui Medicine at 79% [4] - The Hong Kong Stock Exchange has seen significant inflows, with over HKD 850 billion entering the market this year, surpassing the total for 2024 [12] - A growing number of A-share companies are choosing to list in Hong Kong due to supportive domestic policies and improved liquidity in the Hong Kong market [12][13]

Group 1 - The Robot ETF (562500) has increased by 0.23% as of 14:24 today, with leading stocks such as Obotlight rising by 6.46% and Dongjie Intelligent by 5.79% [1] - The trading volume indicates a turnover rate of 6.60% and a total transaction amount exceeding 1.05 billion, surpassing the average daily trading amount, making the Robot ETF a hotspot for capital amid market corrections [1] - IDC predicts that the global robot market will exceed 400 billion by 2029, with China accounting for nearly half of this market and leading with a compound annual growth rate of nearly 15% [1] Group 2 - Bohai Securities highlights that Tesla's Q2 earnings call reaffirmed its goal of reaching an annual production of one million units within five years [1] - The Unitree R1, a new product from Yushu, weighs only 25 kilograms, showcasing impressive lightweight performance [1] - The World Artificial Intelligence Conference held on July 28 attracted over 800 companies and showcased more than 3,000 cutting-edge technologies, indicating a clear path for mass production of humanoid robots and frequent industry catalysts [1] Group 3 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 10 billion, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the robot industry's upstream and downstream [2]

Core Viewpoint - The company, CloudWalk Technology, announced a strategic focus on AI chips during the 2025 World Artificial Intelligence Conference, aiming to develop a domestic computing "accelerator" centered around edge computing, cloud large model inference, and embodied intelligence [2] Group 1: Company Background and Development - CloudWalk Technology was established in 2014 and went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2023, with a focus on large-scale AI application [3] - The company has developed multiple innovative products across consumer, enterprise, and industry sectors over the past 11 years, starting with the NPU to reduce AI algorithm computation costs [3] - The second-generation NPU chip was launched in 2018, widely used in smart cameras, police terminals, robots, and industrial intelligence detection [3] - In 2023, the company released its third-generation chip, DeepEdge10, designed for large model inference needs, featuring a modular "computing block" architecture [4] Group 2: Market Outlook and Trends - The company anticipates a significant increase in inference computing demand as AI transitions from a training era to an inference era, with 2025 marking a pivotal point in AI development [5] - The inference chip market is expected to grow exponentially, outpacing the training chip market, which is currently valued in the hundreds of billions [6] - CloudWalk Technology predicts that AI will redefine various electronic products, enabling them to possess "active working" capabilities and interact like humans [6] Group 3: Focus Areas and Applications - The company is concentrating on three key scenarios: edge computing, cloud large model inference acceleration, and embodied intelligence, aiming to build a cost-effective AI inference chip technology and product system [7] - In edge computing, the company has implemented numerous demonstration projects and gained recognition from leading industry clients, focusing on low power consumption and high performance [7] - For cloud inference acceleration, the company has developed a reasoning acceleration card based on domestic technology, enhancing chip adaptability and product iteration speed [7] - In the field of embodied intelligence, partnerships with over ten robotics manufacturers have been established, with edge chip products entering deployment stages [8]

Core Viewpoint - The company, CloudWalk Technology, is strategically focusing on AI chips, aiming to build a domestic computing "accelerator" centered around edge computing, cloud-based large model inference, and embodied intelligence [1][2]. Company Development - Founded in 2014, CloudWalk Technology has spent 11 years developing AI applications across consumer, enterprise, and industry sectors, achieving multiple innovations [1]. - The company launched its second-generation neural network processor (NPU) in 2018, which has been widely applied in various fields such as smart cameras and industrial intelligence [1][2]. - In 2023, the company released its third-generation chip, DeepEdge10, designed for large model inference, featuring a modular architecture that supports scalable computing systems [2][3]. Market Outlook - The chairman believes that 2025 will mark a significant turning point for AI, with a shift from training to inference, leading to an explosive growth in inference computing demand [2][3]. - Although the current AI inference chip market is relatively small compared to the training chip market, it is expected to grow at a much faster rate in the next 3 to 5 years [3]. Key Application Scenarios - The company is focusing on three main application scenarios: edge computing, cloud-based inference acceleration, and embodied intelligence, aiming to create a cost-effective AI inference chip technology and product system [4][5]. - In edge computing, the company has implemented several demonstration projects and gained recognition from leading industry clients, leveraging its expertise in low power consumption and high performance [4]. - For cloud inference acceleration, the company has developed a reasoning acceleration card based on domestic technology, enhancing flexibility and efficiency in chip design and deployment [4][5]. - In the field of embodied intelligence, the company has partnered with over ten robotics manufacturers, with its edge chip products already in practical deployment [5].

Core Viewpoint - Shenzhen Yuntian Lifei Technology Co., Ltd. has submitted an application for the issuance and listing of H shares on the Hong Kong Stock Exchange, indicating a strategic move to expand its capital base and investor reach [1][2]. Group 1: Application Details - The company submitted the application on July 30, 2025, and published the application materials on the Hong Kong Stock Exchange website [1]. - The issuance will be limited to qualified overseas investors and domestic qualified investors who are permitted to conduct overseas securities investments under Chinese laws [2]. Group 2: Regulatory Approval - The issuance and listing are subject to approvals from the China Securities Regulatory Commission, the Hong Kong Securities and Futures Commission, and the Hong Kong Stock Exchange, indicating that the process involves multiple regulatory layers [3]. - The company will continue to disclose information regarding the progress of this matter, highlighting the ongoing nature of regulatory compliance [3].

（原标题：7月30日重要资讯一览） 重要的消息有哪些 1．中共中央政治局7月30日召开会议，会议指出，要持续防范化解重点领域风险。落实好中央城市工作会议精神，高质量开展城市更新。积极稳 妥化解地方政府债务风险，严禁新增隐性债务，有力有序有效推进地方融资平台出清。增强国内资本市场的吸引力和包容性，巩固资本市场回稳 向好势头。 2．财政部社会保障司司长郭阳7月30日在国新办新闻发布会上表示，中央财政将设立共同财政事权转移支付项目"育儿补贴补助资金"，今年初步 安排预算900亿元左右。对于发放国家基础标准补贴所需资金，中央财政按照一定比例对地方予以补助，中央财政总体承担90%。 3．7月30日，外交部发言人郭嘉昆主持例行记者会。在回答有关中美经贸会谈的问题时，郭嘉昆表示，关于此次中美经贸会谈的情况，中方已经 发布了消息。我们希望美方同中方一道，按照两国元首通话达成的重要共识，发挥好中美经贸磋商机制的作用，在平等、尊重、互惠基础上，通 过对话沟通，增进共识、减少误解、加强合作，争取更多双赢成果，共同推动中美关系健康稳定可持续发展。 4．国家发改委向社会公开征求《政府投资基金布局规划和投向工作指引》和《加强政府投资基金 ...