杭州光云科技股份有限公司（以下简称"公司"）股票交易连续 3 个交易日内（2025 年 11 月 17 日、2025 年 11 月 18 日、2025 年 11 月 19 日） 收盘价格涨幅偏离值累计超过 30%。根据《上海证券交易所交易规则》《上 海证券交易所科创板股票上市规则》《上海证券交易所科创板股票异常交易 实时监控细则》的有关规定，属于股票交易异常波动情形。 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： 经公司自查并向控股股东及实际控制人核实，截至本公告披露日， 不存在应披露而未披露的重大信息。 公司业绩亏损风险：根据已披露的《光云科技 2025 年第三季度报 告》，截至 2025 年 9 月 30 日，公司实现归属于上市公司股东的净利润人民 币-1,503.19 万元，与上年同期相比，减少亏损人民币 4,070.85 万元；公司 实现归属于上市公司股东的扣除非经常性损益后的净利润人民币-1,614.92 万元，与上年同期相比，减少亏损人民币 3,950.10 万元。本次季度报告是 公司财务部初 ...

格隆汇11月19日｜光云科技公告，公司股票交易于2025年11月17日、2025年11月18日、2025年11月19日 连续3个交易日内收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动情形。经公司自查并向控 股股东及实际控制人核实，截至本公告披露日，不存在应披露而未披露的重大信息。公司业绩亏损，截 至2025年9月30日，实现归属于上市公司股东的净利润人民币-1503.19万元，与上年同期相比，减少亏 损人民币4070.85万元。 ...

Group 1 - The core viewpoint of the news is that Guangyun Technology's stock has seen a significant increase, with a rise of 5.47% to 17.35 CNY per share, and a trading volume of 677 million CNY, indicating strong market interest [1] - Guangyun Technology, established on August 29, 2013, and listed on April 29, 2020, primarily provides SaaS products for e-commerce merchants, with revenue composition being 85% from SaaS products, 9.72% from hardware, 3.54% from other services, 0.96% from CRM SMS, and 0.78% from operational services [1] - The company has a total market capitalization of 7.388 billion CNY [1] Group 2 - According to data, Shenyuan Lingxin Fund holds Guangyun Technology as a significant investment, with the Shenyuan Lingxin Digital Industry Stock Fund A (018048) holding 481,900 shares, representing 4.74% of the fund's net value, making it the seventh-largest holding [2] - The fund has achieved a year-to-date return of 18.94%, ranking 2681 out of 4208 in its category, and a one-year return of 18.31%, ranking 2534 out of 3956 [2] - The fund manager, Liang Guozhu, has been in charge for nearly four years, with the fund's total asset size at 1.826 billion CNY and a best return of 56.35% during his tenure [3]

11月18日光云科技（688365）收盘价16.45元，收盘涨停，全天换手率9.16%，振幅20.51%，成交额5.97 亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 光云科技11月18日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 4219.72 | | 华鑫证券有限责任公司上海陆家嘴证券营业部 | 3111.02 | | 华鑫证券有限责任公司上海嘉定棋盘路证券营业部 | 2156.88 | | 国泰海通证券股份有限公司成都天府二街第一证券营业部 | 1953.75 | | 华鑫证券有限责任公司湖州大线场路证券营业部 | 1548.27 | | 卖出营业部名称 | 卖出金额(万元) | | 沪股通专用 | 2429.58 | | 机构专用 | 1242.49 | | 中国银河证券股份有限公司福州证券营业部 | 973.04 | | 南京证券股份有限公司银川民族北街证券营业部 | 857.69 | | 机构专用 | 852.44 | 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.93亿元， 其中，买入成交额为1.30 ...

Market Performance - As of November 18, the ERP concept index rose by 2.53%, ranking fifth among concept sectors, with 27 stocks increasing in value [1] - Notable gainers included Guangyun Technology, which hit a 20% limit up, and Shiji Information and ST Ruihe, both also reaching their daily limit [1] - The top performers in the sector were Meidun Technology, Shenzhou Information, and Yintang Zhikong, with increases of 22.82%, 5.44%, and 4.64% respectively [1] Capital Flow - The ERP concept sector saw a net inflow of 719 million yuan from main funds, with 21 stocks receiving net inflows [2] - Leading the net inflow was Shiji Information, which attracted 347 million yuan, followed by Yongyou Network, Yintang Zhikong, and Guangyun Technology with net inflows of 132 million yuan, 119 million yuan, and 112 million yuan respectively [2] - In terms of capital inflow ratios, Shiji Information, ST Ruihe, and Guangyun Technology had the highest rates at 46.70%, 34.43%, and 18.84% respectively [3] Stock Performance - The top stocks in the ERP concept based on daily performance included: - Shiji Information: +9.97% with a turnover rate of 4.30% and a main fund flow of 347.38 million yuan [3] - Yongyou Network: +2.05% with a turnover rate of 2.42% and a main fund flow of 131.73 million yuan [3] - Yintang Zhikong: +4.64% with a turnover rate of 11.42% and a main fund flow of 118.81 million yuan [3] - Conversely, the stocks with the largest declines included Leizhi Group, Changrong Co., and Dezong Automobile, which fell by 3.80%, 2.57%, and 2.28% respectively [1][5]

Core Insights - The Xiaohongshu concept stock increased by 3.16%, leading the sector in gains, with 35 stocks rising, including Fushi Holdings and Xuanya International, which hit the 20% limit up [1][2] Group 1: Market Performance - The Xiaohongshu concept led the market with a 3.16% increase, while other concepts like Pinduoduo and Sora also saw gains of 3.14% and 2.70% respectively [2] - The top gainers within the Xiaohongshu concept included Fushi Holdings at 20.07%, and Liou Co., which rose by 7.66% [1][3] - Conversely, the worst performers included Sanwei Communication and Wanrun Technology, which fell by 4.25% and 4.08% respectively [1][6] Group 2: Capital Flow - The Xiaohongshu concept attracted a net inflow of 2.509 billion yuan, with 28 stocks receiving net inflows, and five stocks exceeding 100 million yuan in net inflow [2] - Liou Co. led the net inflow with 1.286 billion yuan, followed by Fushi Holdings and Yuanlong Yatu with net inflows of 313 million yuan and 276 million yuan respectively [2][3] - The net inflow ratios for Yuanlong Yatu, Liou Co., and Guangyun Technology were 45.48%, 19.09%, and 18.84% respectively, indicating strong investor interest [3]

Core Insights - Pinduoduo concept stocks rose by 3.14%, ranking second in the concept sector, with 20 stocks increasing, including Xuan Ya International and Guangyun Technology reaching a 20% limit up [1][2] - The leading gainers included Yuanlong Yatu, Liren Lizhuang, and Meideng Technology, with increases of 22.82%, 14.40%, and 6.50% respectively [1] - The stocks with the largest declines were Huanle Jia, De Ma Technology, and Evergrande High-tech, with decreases of 4.78%, 3.65%, and 3.29% respectively [1] Market Performance - The Pinduoduo concept sector saw a net inflow of 1.108 billion yuan, with 20 stocks receiving net inflows, and 10 stocks exceeding 50 million yuan in net inflow [2] - Yuanlong Yatu led the net inflow with 276 million yuan, followed by Zhidema, Liren Lizhuang, and Guangyun Technology with net inflows of 250 million yuan, 160 million yuan, and 112 million yuan respectively [2] Fund Flow Ratios - The stocks with the highest net inflow ratios were Liren Lizhuang, Yuanlong Yatu, and Guangyun Technology, with net inflow ratios of 46.65%, 45.48%, and 18.84% respectively [3] - Yuanlong Yatu had a daily increase of 10.02% with a turnover rate of 12.71%, while Zhidema increased by 14.40% with a turnover rate of 51.26% [3][4]

Core Insights - The Zhipu AI concept index rose by 1.68%, ranking 9th among concept sectors, with 48 stocks increasing in value, including Guangyun Technology and Vision China hitting the daily limit up [1][2] - The sector saw a net inflow of 999.2 million yuan, with major inflows into stocks like Vision China, Kingsoft Office, and Worth Buying [2][3] Stock Performance - Top gainers in the Zhipu AI sector included: - Guangyun Technology: +20% - Vision China: +20% - Worth Buying: +14.40% - BlueFocus: +11.51% - Fantou Shuchuang: +7.39% [1][2] - Major decliners included: - CIMC: -3.48% - Digital China: -2.76% - Kevin Education: -2.20% [1][2] Fund Flow Analysis - The leading stocks by net inflow were: - Vision China: 548 million yuan - Kingsoft Office: 293 million yuan - Worth Buying: 250 million yuan - Guangyun Technology: 112 million yuan [2][3] - The net inflow ratios for top stocks were: - Vision China: 20.70% - Guangyun Technology: 18.84% - Kingsoft Office: 10.75% [3]

Core Insights - The IT services sector experienced a rise of 1.27% on November 18, with N Nanwang leading the gains [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] IT Services Sector Performance - N Nanwang saw a significant increase in its closing price to 18.48, with a remarkable rise of 224.78% and a trading volume of 1.77 million shares, amounting to 3.39 billion yuan [1] - Other notable performers included: - Meideng Technology: closing price 75.90, up 22.82% [1] - Sichuang Medical: closing price 4.50, up 20.00% [1] - Guangyun Technology: closing price 16.45, up 19.99% [1] - Chuling Information: closing price 29.52, up 10.64% [1] Capital Flow Analysis - The IT services sector saw a net inflow of 2.32 billion yuan from institutional investors, while retail investors experienced a net outflow of 2.61 billion yuan [2][3] - The main stocks with significant capital inflows included: - Huasheng Tiancai: net inflow of 6.77 billion yuan [3] - N Nanwang: net inflow of 4.89 billion yuan [3] - Sichuang Medical: net inflow of 2.16 billion yuan [3]

Market Overview - The Shanghai Composite Index closed at 3939.81 points, with a decline of 0.81%, and the total trading volume of A-shares reached 1,945.96 billion yuan [1] Stocks Breaking the Annual Line - A total of 35 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates including: - Guangyun Technology with a deviation rate of 19.13% - Longxun Co., Ltd. at 15.24% - Central Plaza at 7.88% [1] Top Performers - The top three stocks with the highest deviation rates are: 1. Guangyun Technology: Today's price increase of 19.99%, turnover rate of 9.16%, annual line price of 13.81 yuan, latest price at 16.45 yuan [1] 2. Longxun Co., Ltd.: Price increase of 20.00%, turnover rate of 19.74%, annual line price of 69.30 yuan, latest price at 79.86 yuan [1] 3. Central Plaza: Price increase of 10.11%, turnover rate of 9.48%, annual line price of 3.63 yuan, latest price at 3.92 yuan [1] Additional Notable Stocks - Other stocks that have recently crossed the annual line with lower deviation rates include: - Tianlong Group, Jinyu Medical, and Meili Cloud, which have just crossed the annual line [1]