9月25日，云天励飞大宗交易成交3万股，成交额209.76万元，占当日总成交额的0.16%，成交价69.92 元，较市场收盘价86.97元折价19.6%。 | 反票垫五1品 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | 卖出营业部 | 是否为专场 | | 025-09-25 | 云天励飞 | 688343 | 69.92 209.76 | 3 | 国泰澳湾总委股份 | 新闻 2019-10-12 | ਦ | ...

Core Viewpoint - The article emphasizes the importance of "hard technology" as a strategic pillar for driving a new wave of technological revolution and industrial transformation in China, highlighting the need for rational, value, and long-term investment approaches in the capital market [1] Group 1: Event Overview - The event titled "Value and Investment" is initiated by the Shanghai Stock Exchange and Yicai Media to enhance the demonstration effect of state-owned enterprises and companies listed on the Sci-Tech Innovation Board [1] - The event aims to provide a professional platform for listed companies to convey investment value accurately and to offer investors understandable and trustworthy investment logic [1] Group 2: Industry Insights - The article discusses the significance of "hard technology" industries, which include areas such as reasoning chips, storage chips, AI algorithms, large models, new materials, and new energy, as crucial for overcoming development bottlenecks and achieving high-quality growth in China [1] - The event features discussions on how frontier industries can accelerate commercialization and value enhancement through scenario-based applications, with insights from industry leaders [1] Group 3: Participants and Contributions - Key speakers include Chen Ning, CEO of Yuntian Lifei, Yang Jiangang, Chairman of Kaizhong Co., and Yang Chunyu, Vice President and CTO of Kaipu Cloud, who will share their perspectives on the advancement of frontier industries [1] - Jin Di, Deputy Director of the Research and Development Department at China Securities Index Co., will provide a multi-perspective index analysis framework for investors [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688343 证券简称：云天励飞 公告编号：2025-055 深圳云天励飞技术股份有限公司 关于持股5%以上股东权益变动触及1%刻度的提示性公告 3.一致行动人信息 股东深圳东海云天创业投资合伙企业（有限合伙）及深圳市投控东海一期基金（有限合伙）保证向本公 司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ■ 注：因公司实施2023年限制性股票激励计划，向激励对象定向发行的公司A股普通股股票3,692,940股于 2025年7月23日办理完毕股份登记手续，公司股本总额增加至358,826,660股，故深圳东海云天创业投资 合伙企业（有限合伙）（以下简称"东海云天"）及深圳市投控东海一期基金（有限合伙）（以下简 称"东海一期"）持有公司的股份比例较"减持股份计划公告"有变动。 一、信息披露义务人的基本信息 1.身份类别 ■ 2.信息披露义务人信息 ■ 上述减持主体无一致行动人。东海云天及东海一期的执行事务合伙人及管理人均为深圳市投控东海投资 有限公司， ...

Mergers and Acquisitions - Hualing Cable plans to acquire control of San Bamboo Intelligent for no more than 270 million yuan, with San Bamboo being a leading provider of industrial connection product solutions in the industry [1] Share Buybacks - Shennma Co. intends to repurchase shares worth between 100 million and 200 million yuan [2] - Fenghuo Communication plans to repurchase shares worth between 75 million and 150 million yuan and will cancel the repurchased shares [2] Investment Cooperation and Operational Status - Yuntian Lifei's self-developed AI-driven product, Luka Doctor AI plush toy, is expected to launch by the end of 2025. The company is also developing the next-generation "brain" chip, DeepXBot series, to enhance humanoid robots' perception, cognition, decision-making, and control tasks [3] - Zhejiang Haideman is in the prototype trial phase for its humanoid robot and robotic dog projects [3] - Haimuxing is among the first in the industry to achieve the "oxide + lithium metal anode" technology route and has completed the commercial closed loop for lithium metal solid-state batteries, which are currently being delivered in batches [3] - Guomai Culture is investing in the film "The Starry Sky of the Three Kingdoms Part One," set to premiere on October 1 [3] - Visionox plans to use Suzhou Guoxian as the project company to carry out preliminary work for the Kunshan Global New Display Industry Innovation Center project [4] - Fola New Materials has collaborated with several domestic and international dexterous hand and humanoid robot companies [5] - Jiuwu High-Tech signed a procurement contract for a membrane treatment system worth 81.5 million yuan with Guotou Xinjiang Lithium Industry Co., Ltd. [6] - Wolker Materials' controlling subsidiary plans to invest 1 billion yuan in the construction of the Kote (Suzhou) New Materials Project [7] - Heng Rui Pharmaceutical's SHR7280 tablet application for marketing approval has been accepted by the National Medical Products Administration, with no oral GnRH antagonists approved in the domestic and international assisted reproductive fields [7] - Ganli Pharmaceutical signed a "Technology Transfer and Supply Agreement" with FZ and BIOMM for a production partnership plan in Brazil, with a total contract value expected to be no less than 3 billion yuan (including tax) [7] - Sinovac Biotech's human interferon α1b inhalation solution has been included in the list of breakthrough therapeutic varieties [8] - Baijin Medical's radiofrequency ablation system has entered the special review process for innovative medical devices [8] - Jiangbolong anticipates an increase in demand for server NAND market inventory in the second half of the year, with storage market prices expected to rise in the fourth quarter. The company's enterprise-level PCIe SSD and RDIMM products have begun bulk imports to leading domestic enterprises [8] - Jingzhida has completed its annual target ahead of schedule for the high-speed FT testing machine, with steady progress on the KGSD CP testing machine, continuously iterating and upgrading in conjunction with storage industry technology solutions [8] - Fuhuang Steel Structure signed a strategic cooperation agreement with the Twenty-Second Metallurgical Group [9] - Poly Development plans to issue company bonds not exceeding 15 billion yuan [10] - Shangwei New Materials has completed the transfer of shares and the controlling shareholder has changed to a holding platform established by an affiliate of Zhiyuan Robotics [11]

格隆汇9月23日丨云天励飞(688343.SH)公布，公司于2025年9月23日收到股东东海云天及东海一期出具 的《关于减持股票权益变动触及1%刻度的告知函》。信息披露义务人东海云天于2025年8月25日至2025 年9月22日期间，通过大宗交易方式减持公司股份275.98万股，合计持有公司股份数量由3,099.8225万股 减少至2,823.8425万股，占公司总股本比例由8.6388%减少至7.8697%，权益变动触及1%刻度。 ...

证券代码：688343 证券简称：云天励飞 公告编号：2025-055 深圳云天励飞技术股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告 股东深圳东海云天创业投资合伙企业（有限合伙）及深圳市投控东海一期基金（有 限合伙）保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 1.身份类别 | | □控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 | | --- | --- | | | □合并口径第一大股东及其一致行动人（仅适用 | | 投资者及其一致行动人身份 | 于无控股股东、实际控制人） | | | 其他 直接持股 5%以上的股东及其存在关联关 | | | 系的其他股东 | 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | 东海云天 | □ □ | 控股股东/实控人 控股股东/实控人的一 | ☑ 91440300MA5GCBT78R | | | 致行动人 | | □ 不适用 | | |  | 其他直接持股股东 | | | 东海一期 ...

格隆汇9月23日丨云天励飞(688343.SH)公布，公司于2025年9月23日收到股东东海云天及东海一期出具 的《关于减持股票权益变动触及1%刻度的告知函》。信息披露义务人东海云天于2025年8月25日至2025 年9月22日期间，通过大宗交易方式减持公司股份275.98万股，合计持有公司股份数量由3,099.8225万股 减少至2,823.8425万股，占公司总股本比例由8.6388%减少至7.8697%，权益变动触及1%刻度。 ...

深圳云天励飞技术股份有限公司发布公告。股东东海云天及东海一期存在关联关系，无一致行动人。8 月25日至9月22日，东海云天通过大宗交易减持275.98万股，合计持股比例从8.6388%降至7.8697%，权 益变动触及1%刻度。此次变动是正常减持，履行已披露计划，未实施完毕，不涉及要约收购，不影响 公司治理、股权结构及持续经营，不会导致控股权变更，也无需披露权益变动报告书。公司将依规及时 披露信息，提醒投资者注意风险。 ...

Core Viewpoint - The company, Yuntian Lifi (688343.SH), is set to launch its self-developed AI-driven product, Luka Doctor AI plush toy, by the end of 2025, indicating a focus on innovative consumer products in the AI sector [1] Group 1: Product Development - The company is developing a new generation of "brain" chips, the DeepXBot series, aimed at enhancing perception, cognition, decision-making, and control tasks in humanoid robots [1] - The company has completed the research and development of its fourth-generation NPU and is currently advancing the development of the next-generation high-performance NPU, which will be more suitable for AI inference applications [1] - The company is working on multiple chip designs to cater to diverse application scenarios, showcasing its commitment to broadening its technological capabilities [1]

万家上证科创板100指数增强发起式A（021275）基金经理为乔亮。 截至发稿，乔亮累计任职时间6年36天，现任基金资产总规模49.7亿元，任职期间最佳基金回报 122.26%， 任职期间最差基金回报1.09%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 9月23日，云天励飞跌5.09%，截至发稿，报85.91元/股，成交13.17亿元，换手率5.60%，总市值308.27 亿元。 资料显示，深圳云天励飞技术股份有限公司位于广东省深圳市南山区粤海街道深圳湾科技生态园10栋B 座14-15楼、33楼,香港铜锣湾希慎道33号利园1期19楼1922室，成立日期2014年8月27日，上市日期2023 年4月4日，公司主营业务涉及人工智能算法、芯片技术,研发和销售面向应用场景的人工智能产品及解 决方案。主营业务收入构成为：消费级场景业务44.22%，行业级场景业务27.66%，企业级场景业务 27.10%，其他(补充)1.02%。 从基金十大重仓股角度 数 ...