格隆汇7月30日丨云天励飞(688343.SH)公布，公司已于2025年7月30日向香港联合交易所有限公司(以下 简称"香港联交所")递交了发行H股股票并在香港联交所主板挂牌上市(以下简称"本次发行上市")的申 请，并于同日在香港联交所网站刊登了本次发行上市的申请资料。该申请资料为公司按照香港证券及期 货事务监察委员会(以下简称"香港证监会")及香港联交所的要求编制和刊发，为草拟版本，其所载资料 可能会适时作出更新和变动，投资者不应根据其中的资料作出任何投资决定。 ...

云天励飞公告，公司已于2025年7月30日向香港联交所递交了发行H股股票并在香港联交所主板挂牌上 市的申请，并于同日在香港联交所网站刊登了本次发行上市的申请资料。本次发行对象将仅限于符合相 关条件的境外投资者及依据中国相关法律法规有权进行境外证券投资的境内合格投资者。 ...

格隆汇7月30日｜据港交所文件，深圳云天励飞技术股份有限公司向港交所提交上市申请书。 ...

智通财经7月30日电，利弗莫尔证券显示，深圳云天励飞技术股份有限公司向港交所提交上市申请书， 联席保荐人为华泰国际、中信证券和招银国际。 ...

据港交所文件：深圳云天励飞技术股份有限公司向港交所提交上市申请书。 ...

Group 1 - The core stock price of Yuntian Lifei-U reached 56.33 yuan, reflecting a 2.47% increase from the previous trading day [1] - The company announced a strategic focus on the AI chip sector, emphasizing three key areas: edge computing, cloud large model inference, and embodied intelligence [1] - Yuntian Lifei plans to pursue a secondary listing in Hong Kong to expand its financing channels [1]

Group 1 - The core viewpoint of the news highlights the significant growth in the Chinese information technology sector, particularly in the context of the upcoming procurement project by China Unicom for general servers, which aims to support its "computing network intelligence" business [1][2] - The China Unicom procurement project involves a total of 87,020 general servers, with a domestic production ratio exceeding 90%, indicating a notable increase from previous levels [2] - The performance of the Xinchang ETF (562570) has shown a year-to-date increase of 11.23%, leading its peers, with a trading volume of 22.74 million yuan and a turnover rate of 3.48% [1][2] Group 2 - The Xinchang ETF (562570) tracks the CSI Information Technology Application Innovation Industry Index, which focuses on leading companies in autonomous and controllable sectors, including artificial intelligence, data computing, industrial software, and information security [2] - The demand for general servers in the Xinchang sector is experiencing a positive growth trend, with an increase in both the number and scale of tenders compared to previous periods [2] - Companies in the database segment of the Xinchang sector reported significant growth in H1 2025, reflecting the high prosperity of the industry, with expectations for further performance improvements in the second half of the year [2]

Group 1 - The Robot ETF (159770) experienced a slight decline of 0.85% on July 30, with a trading volume exceeding 600 million yuan and a premium rate of 0.06%, while real-time net subscriptions reached 13 million units [1] - Among the constituent stocks, Dongjie Intelligent rose over 8%, with other stocks like Leisai Intelligent and Yuntian Lefeiyu-U also showing gains. The Robot ETF has seen a net inflow of over 82 million yuan in the past two days, with a total increase of 9.09% since June, leading its peers [2] - The Robot ETF closely tracks the CSI Robot Index, with significant allocations in manufacturing and information technology sectors, featuring major holdings such as Huichuan Technology and iFlytek [2] Group 2 - The first global robot 6S store opened in Longgang District, Shenzhen, showcasing various types of robots and offering rental and customization services, enhancing the traditional 4S store model [3] - At the 2025 World Artificial Intelligence Conference, a fund of 3 million yuan was established to support research in humanoid robots, targeting young scholars in domestic universities and research institutions [3] - The WAIC 2025 event in Shanghai featured over 150 humanoid robots, marking the largest display of humanoid robots in China, indicating potential opportunities in the domestic core industry chain [4]

7月30日早盘，三大指数涨跌不一。 相关ETF中，科创板人工智能ETF（588930）走势震荡，截至发稿微涨0.16%。溢折率0.06%，盘中现溢 价交易。成交额超4500万元。成分股中，乐鑫科技、云天励飞-U涨超3%，福昕软件、云从科技-UW、 道通科技等股跟涨。 国信证券指出，电商行业竞争依旧激烈，各平台选择继续向商家让利、或在外卖即时零售领域加大投入 寻找新增量。AI方面，巨头的业务场景，如云计算、广告等持续受益，但短期AIAgent等方面仍需打 磨。 资金流向上看，Wind数据显示，该ETF近5日有3日获资金净流入。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 西南证券指出，7月26至28日，2025世界人工智能大会暨人工智能全球治理高级别会议召开，多款机器 人产品发布。此次展会中将有3000余项前沿展品集中亮相，涵盖40余款大模型、50余款AI终端产品、 60余款智能机器人以及100余款"全球首发"或"中国首秀"的重磅新品，规模创历届之最。建议关注人形 机器人硬件端核心环节。 科创板人工智能ETF（588930）紧密跟踪上证科创板人工智能指数（ ...

Core Viewpoint - Company is advancing its commercialization efforts with the Deep Edge10 series chips and expanding its consumer-grade business, focusing on innovative AI-driven products for children and IoT applications [2][3][4]. Group 1: Deep Edge10 Series Chips - The Deep Edge10 series chips are based on the company's self-developed Neural Network Processor (NNP400) architecture, utilizing a domestic 14nm Chiplet process and featuring a domestic RISC-V core [2]. - The series includes four models: DeepEdge10C, DeepEdge10 Standard, DeepEdge10Max, and DeepEdge200, designed to meet a range of computing power needs from 8T to 256T [2]. - The chips support various mainstream models, including Transformer and LLM models, and have been commercialized in fields such as robotics and edge gateways, contributing to space exploration applications [2]. Group 2: Consumer Business Development - The company launched its consumer-grade business strategy in 2024, establishing a subsidiary, LooKa Doctor, to focus on children's educational products [3]. - Two AI hardware products, the I-Pai Learning Machine and I-Plush Toy, have been developed, both utilizing the proprietary "Cloud Tian Book" multimodal large model to enhance user experience [3]. - The I-Pai Learning Machine has achieved sales exceeding 50,000 units across multiple online platforms, indicating strong market demand [3]. Group 3: IoT Product Expansion - The acquisition of Qiancheng Technology has enhanced the company's hardware capabilities, promoting the application of self-developed large models in smart devices [4]. - The company plans to launch multiple consumer-grade products and establish a comprehensive online and offline marketing system [4]. - The strategy includes exploring a "hardware + subscription content" business model and expanding into overseas markets with multilingual product versions [4]. Group 4: Financial Performance - In Q1 2025, the company reported a main revenue of 264 million yuan, a year-on-year increase of 168.23%, while the net profit attributable to shareholders was -85.64 million yuan, up 37.86% year-on-year [5]. - The company’s gross profit margin stood at 29.46%, with a debt ratio of 32.59% [5]. - Recent financing data indicates a net inflow of 16.61 million yuan in the past three months, suggesting increased investor interest [5].