Group 1 - The "Million Talents Gather in South Guangdong" Spring Recruitment Event 2025 was held in Shanghai, showcasing entrepreneurial stories from Shenzhen [1] - Chen Ning, the chairman of Yuntian Lifei, shared insights on the development opportunities in Shenzhen during the event [1] Group 2 - Yuntian Lifei was founded in Shenzhen in 2014, coinciding with the rise of artificial intelligence, and successfully listed on the Shanghai Sci-Tech Innovation Board in 2023 [3] - Shenzhen is recognized for its supportive policies for talent and industry, making it an attractive city for returnees to start businesses [3] - The city is noted for its adherence to "game rules," fostering a conducive environment for innovation and entrepreneurship [3] - The Guangdong-Hong Kong-Macao Greater Bay Area, centered around Shenzhen, is highlighted as a unique region for the intersection of mechatronics and large models, suggesting significant future developments in AI [3]

Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index (950180) has shown a positive performance, with a 0.97% increase as of April 11, 2025, and notable gains in constituent stocks such as Chipsea Technology (688595) up 8.19% and Lanqi Technology (688008) up 5.29% [3][4]. Performance Summary - The Sci-Tech AI ETF (588790) has experienced a 0.91% increase, marking its fourth consecutive rise, with a latest price of 0.55 yuan. Over the past three months, the ETF has accumulated a 7.70% increase, ranking 2nd among comparable funds [3][4]. - The ETF's liquidity is strong, with an intra-day turnover of 4.12% and a total transaction volume of 1.08 billion yuan. The average daily transaction volume over the past week is 3.94 billion yuan, leading among comparable funds [3][4]. - In terms of scale, the ETF has seen a significant growth of 26.96 million yuan over the past two weeks, ranking 1st among comparable funds. Additionally, the ETF's share count increased by 36 million shares in the past week, also ranking 1st [3][4]. Return and Risk Metrics - Since its inception, the Sci-Tech AI ETF has achieved a highest monthly return of 15.59%, with an average monthly return of 15.59% and a monthly profit probability of 69.57%. The probability of making a profit over a three-month holding period is 87.50% [4]. - The ETF has a relative drawdown of 0.36% compared to its benchmark since inception, indicating a relatively stable performance [4]. Fee Structure and Tracking Accuracy - The management fee for the Sci-Tech AI ETF is 0.50%, and the custody fee is 0.10%, which are among the lowest in its category [4]. - The ETF has demonstrated high tracking accuracy, with a tracking error of 0.010% over the past month, the best among comparable funds [4]. Top Holdings - As of March 31, 2025, the top ten weighted stocks in the Sci-Tech AI Index account for 70.57% of the index, including Lanqi Technology (688008) and Chipsea Technology (688521) [5][7]. Industry Insights - The semiconductor and AI sectors are expected to accelerate their domestic production processes due to ongoing global trade tensions. Key areas of focus include advancements in semiconductor technology and the growth of domestic AI models [7].

Group 1: Company Announcements - WuXi AppTec announced the sale of 50.8 million shares of WuXi AppTec Holdings through block trading, with a transaction amount of approximately HKD 2.178 billion, resulting in an investment gain of about RMB 1.847 billion, which accounts for over 10% of the company's latest audited net profit attributable to shareholders [1] - Jinlongyu plans to invest RMB 1.2 billion to construct a production line for key materials for solid-state batteries in Huizhou New Materials Industrial Park [2] - Dazhu CNC is conducting preliminary research on the issuance of overseas securities (H shares) and listing [3] - Anyuan Coal Industry plans to acquire 57% of Jinhui Magnetic Separation and simultaneously divest its coal business, which is expected to constitute a major asset restructuring [4] - Yuntian Lifa announced that its subsidiary has completed the delivery and acceptance of AI training and inference computing power services, positively impacting the company's operational performance [5] - AVIC Industry plans to voluntarily withdraw its A-share listing and will be suspended from trading starting April 3, 2025 [6] Group 2: Financial Performance - Naipu Mining reported a 45.46% year-on-year increase in net profit for 2024 and plans to distribute a cash dividend of RMB 0.7 per 10 shares [7] - New Hope expects a profit of RMB 430 million to RMB 500 million in the first quarter, marking a turnaround from losses [7] - Jinbei Automobile reported a net profit of RMB 382 million for 2024, a year-on-year increase of 214.06% [7] - Hailu Heavy Industry anticipates a year-on-year net profit increase of 50% to 65% for the first quarter of 2025 [8] Group 3: Major Transactions and Investments - Baiyin Nonferrous Metals completed the acquisition of a mining company's equity, increasing its copper metal resources to approximately 930,000 tons [9] - Ningbo Port expects to complete a container throughput of 12.11 million TEUs in the first quarter, a year-on-year increase of 10.9% [11] - Huafeng Communication reported a year-on-year net profit increase of 38.38% for 2024 [11] - Kid King anticipates a year-on-year net profit increase of 72.44% for 2024 and plans to distribute a cash dividend of RMB 0.5 per 10 shares [11]

证券代码：688343 证券简称：云天励飞 公告编号：2025-017 深圳云天励飞技术股份有限公司 关于公司 AI 算力运营项目服务合同的进展公告 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、准确性和完整性依法承担法律责任。 一、合同基本情况 深圳云天励飞技术股份有限公司（以下简称"公司"）与北京德元方惠科技开发 有限责任公司（以下简称"德元方惠"）于 2024 年 6 月 6 日签署了《AI 算力运营合 作框架协议》，就德元方惠向公司购买 AI 训练及推理算力服务达成了框架安排并对 双方签署正式合同的条件、核心交易要素及违约责任等事项进行了约定，具体内容详 见公司于 2024 年 6 月 7 日在上海证券交易所网站（www.sse.com.cn）披露的《关于 签署合作框架协议的公告》（公告编号：2024-029）。为落实前述合作框架安排，经 协商一致，公司的全资子公司深圳励飞科技有限公司（以下简称"励飞科技"）与德 元方惠于 2024 年 7 月 1 日签署了《关于 AI 算力运营项目的服务合同》（以下简称 "《服务合同》"），就励飞科技向德元方惠 ...

证券代码：688343 证券简称：云天励飞 公告编号：2025-016 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： 回购方案首次披露日 2024/4/2 回购方案实施期限 待董事会审议通过后 12 个月 预计回购金额 25,000,000 元~50,000,000 元 回购价格上限 60 元/股 □减少注册资本 √用于员工持股计划或股权激励 回购用途 □用于转换公司可转债 □为维护公司价值及股东权益 实际回购股数 1,432,621 股 实际回购股数占总股本比例 0.4034% 实际回购金额 39,446,985.93 元 实际回购价格区间 26.54 元/股~28.30 元/股 一、 回购审批情况和回购方案内容 开第二届董事会第七次会议，审议通过了《关于使用超募资金以集中竞价交易方式 回购公司股份方案的议案》，同意公司使用首次公开发行人民币普通股取得的部分 超募资金以集中竞价交易方式回购公司已发行的部分人民币普通股（A 股）。本次 回购股份将在未来适宜时机用于员工持股计划或者 ...

深圳云天励飞技术股份有限公司 关于股份回购实施结果暨股份变动的公告 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。 证券代码：688343 证券简称：云天励飞 公告编号：2025-016 重要内容提示： | 回购方案首次披露日 | 2024/4/2 | | --- | --- | | 回购方案实施期限 | 待董事会审议通过后 12 个月 | | 预计回购金额 | 元~50,000,000 元 25,000,000 | | 回购价格上限 | 60 元/股 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 实际回购股数 | 1,432,621 股 | | 实际回购股数占总股本比例 | 0.4034% | | 实际回购金额 | 39,446,985.93 元 | | 实际回购价格区间 | 26.54 元/股~28.30 元/股 | 一、 回购审批情况和回购方案内容 （四）本次回购股份资金来源于公司首次公开发行人民币普通股取得的部分 超募资金，根据 ...

天眼查资料显示，深圳云天励飞技术股份有限公司，成立于2014年，位于深圳市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本35513.372万人民币，实缴资本8367.208万人 民币。通过天眼查大数据分析，深圳云天励飞技术股份有限公司共对外投资了30家企业，参与招投标项 目258次，财产线索方面有商标信息404条，专利信息1771条，此外企业还拥有行政许可37个。 专利摘要显示，本申请提供一种路由方法、电子设备及存储介质。所述方法应用于分布式系统中，其中 分布式系统包括主结点及至少一个从结点。所述方法基于每一从结点的结点信息，每一从结点确定每一 从结点的路由信息；基于每一从结点的结点信息及主结点的结点信息，主结点确定主结点的路由信息； 基于主结点的路由信息及每一从结点的路由信息，主结点向目标从结点发送调用指令；主结点接收目标 从结点对调用指令进行处理的处理结果。本申请能够将分布式系统中离散的结点统一成逻辑上紧密连接 的网络，方便主结点统筹管理整个分布式系统的网络资源，并可以适配树型连接结构等复杂拓扑结构的 结点进行RCP调用。 金融界2025年3月29日消息，国家知识产权局信息显示， ...

Group 1 - The core viewpoint of the news is the performance of the CSI All Share Information Technology Service Index, which has seen a decline of 11.65% in the past month but an increase of 15.41% year-to-date [1] - The CSI All Share Information Technology Service Index is categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries, providing a comprehensive analysis tool for investors [1] - The top ten weighted stocks in the index include Softcom Power (7.04%), Yonyou Network (6.64%), and Guanghui New Network (5.0%) [1] Group 2 - The market share of the CSI All Share Information Technology Service Index is divided between Shenzhen Stock Exchange (67.06%) and Shanghai Stock Exchange (32.94%) [1] - The industry composition of the index shows that system integration services account for 57.90%, other IT and internet services for 25.41%, and cloud computing services for 16.69% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]

Core Viewpoint - The announcement details the listing and circulation of strategic placement restricted shares for Shenzhen Yuntian Lifei Technology Co., Ltd., which will be available for trading starting April 7, 2025, after a 24-month lock-up period [1][2]. Summary by Sections Listing Details - The total number of shares to be listed is 2,276,867, which represents 0.64% of the company's total share capital [2][5]. - The shares are part of the company's initial public offering (IPO) and were originally issued on April 4, 2023 [1][2]. Lock-up Period - The lock-up period for these shares is 24 months, starting from the date of the company's IPO [2][4]. - The shares will be available for trading after the lock-up period ends on April 7, 2025 [1][2]. Shareholder Information - There is one shareholder associated with these restricted shares, which is CITIC Securities Investment Co., Ltd. [2][3]. - The shareholder has adhered to the commitments made during the IPO process, ensuring compliance with relevant regulations [3][4]. Regulatory Compliance - The listing and circulation of the restricted shares comply with the regulations set forth by the China Securities Regulatory Commission and the Shanghai Stock Exchange [4][6]. - The sponsor has confirmed that the company has provided accurate and complete information regarding the listing of these shares [4][6].

证券代码：688343 证券简称：云天励飞 公告编号：2025-015 深圳云天励飞技术股份有限公司 首次公开发行战略配售限售股上市流通公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为首发战略配售股份（限售期 24 月）；股票认购方式为 网下，上市股数为 2,276,867 股。本公司确认，上市流通数量等于该限售期的全部 战略配售股份数量。 二、本次上市流通的限售股形成后至今公司股本数量变化情况 本次上市流通的限售股属于首次公开发行战略配售限售股，自公司首次公开 发行股票限售股形成至本公告披露日，公司未发生因利润分配、公积金转增股本等 导致股本数量变化的情况。 三、本次上市流通的限售股的有关承诺 本次上市流通的限售股属于首次公开发行战略配售限售股，根据《云天励飞首 次公开发行股票并在科创板上市招股说明书》及《云天励飞首次公开发行股票科创 板上市公告书》，本次申请上市流通的战略配售限售股东中信证券投资有限公司承 诺所获配股份的股票限售期为自发行人首次公开发行股票并上市之日起 24 个月 ...