会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 证券代码：688343 证券简称：云天励飞 公告编号：2025-030 深圳云天励飞技术股份有限公司 关于召开 2024 年度暨 2025 年第一季度 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、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 6 月 13 日(星期五)下午 16:00-17:00 （二）会议召开地点：上证路演中心 （三）会议召开方式：上证路演中心网络互动 投资者可于 2025 年 6 月 9 日(星期一)至 6 月 12 日(星期四)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 4 月 26 日发布公司 2024 ...

Group 1 - The core viewpoint is that the cloud computing industry is experiencing significant growth, driven by advancements in AI technology and supportive government policies, with the market expected to exceed 1.17 trillion yuan by 2025, representing a year-on-year growth of 40.6% [2] - The recent surge in the cloud computing sector is reflected in the strong performance of the Zhongzheng Cloud Computing and Big Data Theme Index, which rose by 2.24%, with notable stocks like Kehua Data and Tuowei Information seeing substantial gains [1] - The Cloud Computing 50 ETF has shown impressive liquidity and scale growth, with a recent increase of 288.57 million yuan in size and 2 million shares added, ranking it among the top two in comparable funds [1][2] Group 2 - The Ministry of Industry and Information Technology has issued the "Computing Power Interconnection Action Plan" to enhance the efficiency and service level of public computing resources [2] - The National Energy Administration has mandated the collaborative planning of computing and power projects in energy-rich areas, promoting a "green electricity aggregation supply" model to reduce electricity costs for computing centers [2] - The cloud computing sector is expected to transition from Infrastructure as a Service (IaaS) to Software as a Service (SaaS), with increasing demand for cloud services in critical infrastructure sectors such as government, finance, and transportation [2]

证券代码：688343 证券简称：云天励飞 公告编号：2025-029 深圳云天励飞技术股份有限公司 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 股东大会召开日期：2025年6月24日 ? 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 一、 召开会议的基本情况 （一） 股东大会类型和届次 （二） 股东大会召集人：董事会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 6 月 24 日 14 点 00 分 召开地点：广东省深圳市南山区粤海街道深圳湾科技生态园 10 栋 A 座 3 楼 会议室 至2025 年 6 月 24 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互联 网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 （六） 融资融券 ...

证券代码：688343 证券简称：云天励飞 公告编号：2025-029 深圳云天励飞技术股份有限公司 关于召开2024年年度股东大会的通知 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 一、 召开会议的基本情况 （一） 股东大会类型和届次 2024年年度股东大会 （二） 股东大会召集人：董事会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 6 月 24 日 14 点 00 分 召开地点：广东省深圳市南山区粤海街道深圳湾科技生态园 10 栋 A 座 3 楼 会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 6 月 24 日 股东大会召开日期：2025年6月24日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 至2025 年 6 月 24 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投 ...

Market Overview - Uncertainty over tariff outlook suppresses rebound in US stocks, with major indices closing higher: Dow Jones up 0.28%, S&P 500 up 0.4%, and Nasdaq up 0.39% [1] - Nvidia shares rise over 3% post-earnings, while Best Buy falls over 7%, C3.ai surges nearly 21%, and Dell sees a post-market increase of over 5% [1] - Chinese concept stocks index rises over 1%, ending a seven-day decline, with notable gains in stocks like Aiyu Holdings up 7.81%, JD.com up 4.31%, and Xpeng up 3.98% [1] Corporate Actions - Huang Renxun plans to sell up to 6 million shares of Nvidia, valued at over $800 million, significantly exceeding previous sales [3] - Dell Technologies reports AI server orders exceeding expectations, with a bright revenue outlook [4] Domestic Developments - The Central Committee and State Council issue opinions to enhance the market-oriented allocation of resource and environmental factors, encouraging the expansion of pollutant discharge rights trading [5] - The launch of the Hongdao operating system marks a significant advancement in China's foundational software for intelligent robots, supporting the autonomy of domestic robot operating systems [5] Industry Insights - The Ministry of Commerce and other departments release key enterprises and projects for national cultural exports for 2025-2026 [6] - Zhejiang issues implementation opinions to promote the innovative development of intelligent computing cloud, aiming for a scale of 60 EFlops by 2027 [7] - The establishment of a pilot base for embodied intelligence by Yushun Technology and Hangzhou Data Group [9] Stock Market Trends - Recent analysis indicates a market recovery with major indices and stocks showing upward movement after a period of adjustment, with a focus on technology, finance, and new consumption sectors [11] - The feed industry sees price increases of 50-100 yuan per ton due to rising corn prices, with expectations of continued upward trends in corn prices [12] - The carbon neutrality initiative aims to establish a market-oriented trading system for carbon emissions, water usage, and pollutant discharge by 2027, enhancing market activity and price formation mechanisms [13] New Initiatives - Douyin Group establishes a short drama copyright center to enhance copyright management and support quality production [14] - Zhiyuan Robotics announces its humanoid robot has received multiple certifications, marking a significant achievement in safety and technology standards [15][16] Upcoming IPOs - Yingshi Innovation plans to issue shares on the Sci-Tech Innovation Board at a price of 47.27 yuan per share, requiring a minimum market value of 65,000 yuan for top-tier subscriptions [17] Company Announcements - Guangyang Co. terminates the acquisition of 100% equity in Yinjing Technology, leading to stock resumption [18] - Shuanglin Co. plans to raise no more than 1.5 billion yuan for the industrialization of roller screw and joint modules [18] - Yuntian Lifa's DeepEdge10 chip has achieved commercialization in robotics and servers [18]

Core Viewpoint - Yuntian Lifei has successfully commercialized its DeepEdge10 series chips in various fields such as robotics and servers, showcasing the company's advancements in autonomous and controllable technology [1] Group 1: Product Development - The DeepEdge10 series chips are equipped with the company's self-developed NPU (NNP400T) and utilize advanced domestic manufacturing processes [1] - Four versions of the DeepEdge10 chips have been developed: Deep Edge10C, Deep Edge10 Standard, Deep Edge10Max, and Deep Edge200 [1] Group 2: Technological Capabilities - The DeepEdge10 series has completed adaptations for the Deep Seek R1 model and Flash MLA, supporting mainstream models across various architectures, including Transformer, BEV, CV large models, and LLM large models [1] Group 3: Application Areas - The chips have been applied commercially in robotics, edge gateways, and servers, providing support for autonomous and controllable onboard computing for deep space exploration laboratories [1]

Core Insights - The article highlights the integration of artificial intelligence (AI) in education within Longgang District, showcasing various initiatives aimed at enhancing teaching and learning experiences through technology [2][3][9] Group 1: AI Integration in Education - Longgang District is implementing an AI-driven educational transformation, featuring personalized learning paths and virtual laboratories to make abstract knowledge more accessible [2] - The district has established an AI psychological service system that supports over 200 schools, providing timely mental health assessments and recommendations through advanced technologies like facial recognition [3] - A comprehensive AI+Education framework has been developed, encompassing six key educational scenarios: teaching, learning, nurturing, evaluation, research, and management [3][4] Group 2: Infrastructure and Tools - Various AI-themed classrooms and facilities, such as AI self-study rooms and experimental labs, have been constructed to enhance learning efficiency and engagement [5][6] - Schools are utilizing AI platforms to monitor teaching quality, student health, and sports activities, streamlining data collection and analysis processes [3][7] - The district has initiated partnerships with technology companies to pilot AI applications in personalized assignments and dual-teacher classrooms, improving the precision of teaching and student engagement [7][8] Group 3: Future Directions and Goals - Longgang District aims to reshape its educational ecosystem by focusing on the structural enhancement of teacher and student capabilities, promoting digital competencies and collaborative skills [9] - The district is exploring the establishment of a digital governance model that leverages big data and AI to create a more efficient and accountable educational management system [9]

Core Viewpoint - Longgang District in Shenzhen is aiming to establish a semiconductor industry cluster worth 100 billion yuan by 2027, driven by the "All in AI" strategy and a robust industrial ecosystem [1][3]. Group 1: Industry Development - Longgang District plans to achieve a semiconductor industry scale of 250 billion yuan by 2025, accounting for 40% of Shenzhen's semiconductor industry [1]. - The district has a strong industrial base with over 2,400 industrial enterprises and has maintained the top position in China's industrial rankings for seven consecutive years [1][3]. - Longgang has established a complete industrial chain covering IC design, manufacturing, packaging, testing, equipment, materials, and platforms [3]. Group 2: Key Players and Innovations - Major companies like Huawei and BYD are located in Longgang, providing a solid foundation for the semiconductor and integrated circuit industry [3]. - The DeepEdge10 series chips, designed by Yunfei Litian, represent significant advancements in the industry, with a focus on AI applications [4]. - Shenzhen Xinkailai, a rising semiconductor company, showcased five new process equipment products at SEMICON China 2025, marking a breakthrough in domestic semiconductor equipment [7][8]. Group 3: Government Support and Funding - Longgang District has implemented supportive policies for the semiconductor industry, including subsidies for EDA tool development and testing, with individual grants up to 20 million yuan [7]. - A new semiconductor and integrated circuit investment fund has been established with a scale of 5 billion yuan to support key areas of the industry [9].

中信证券股份有限公司 关于深圳云天励飞技术股份有限公司2024年持续督导工作现场 检查结果及提请公司注意事项 深圳云天励飞技术股份有限公司： 中信证券股份有限公司（以下简称"本保荐人"）作为对贵公司进行持续督 导的保荐人，按照《上海证券交易所上市公司自律监管指引第 11 号——持续督 导》的有关要求，对贵公司认真履行了持续督导职责。 附件：《中信证券股份有限公司关于深圳云天励飞技术股份有限公司 2024 年度持续督导工作现场检查报告》 1 （本页无正文，为《中信证券股份有限公司关于深圳云天励飞技术股份有限公司 2024 年持续督导工作现场检查结果及提请公司注意事项》之盖章页） 保荐人：中信证券股份有限公司 年 月 日 2 基于 2024 年度现场检查，本保荐人提请贵公司关注以下事项： 1、基于 2024 年度现场检查，建议公司积极应对行业变化，关注未实现盈利、 毛利率下滑、应收款项回款、预付货款及存货跌价的风险，不断提高经营水平， 切实保障投资者利益。 2、保荐人提请上市公司注意，应严格按照《公司法》、《证券法》、《上海证 券交易所科创板股票上市规则》等法律法规的要求，不断完善公司治理结构，及 时履行信息披露 ...

中信证券股份有限公司 关于深圳云天励飞技术股份有限公司 2024 年度持续督导工作现场检查报告 根据《上海证券交易所上市公司自律监管指引第 11 号——持续督导》等有 关法律、法规的规定，中信证券股份有限公司（以下简称"中信证券"或"保荐 人"）作为正在对深圳云天励飞技术股份有限公司（以下简称"云天励飞"、"公 司"或"上市公司"）进行持续督导工作的保荐人，对公司 2024 年度（以下简称 "本持续督导期间"）的规范运作情况进行了现场检查，现就现场检查的有关情 况报告如下： 一、本次现场检查的基本情况 （一）保荐人 中信证券股份有限公司 （二）保荐代表人 张迪、秦国安 （三）现场检查人员 张迪、杜立杨 （四）现场检查时间 张迪（2025 年 4 月 21 日-4 月 30 日、5 月 12 日-5 月 15 日）、杜立杨（2025 年 4 月 21 日-4 月 30 日、5 月 12 日-5 月 15 日） （五）现场检查内容 现场检查人员对本持续督导期内发行人公司治理和内部控制情况、信息披露 情况、公司的独立性以及与控股股东、实际控制人及其他关联方资金往来情况、 募集资金使用情况、关联交易、对外担保、重大对 ...