Core Viewpoint - The company is introducing a photonic integrated chip design and packaging solution that utilizes 3D lithography technology, which enhances precision and reduces signal attenuation, making it suitable for industrial mass production [1] Group 1 - The solution employs polymer waveguides of arbitrary shapes, replacing traditional lens coupling with photonic wire bonding [1] - The technology is particularly applicable for CPO/OIO small-sized multi-channel packaging [1] - The advantages include high alignment accuracy and reduced optical signal loss, which are critical for industrial applications [1]

Core Viewpoint - The company, Lingyun Guang (688400.SH), has developed the FZMotion motion capture system, which plays a crucial role in evaluating production robots before they leave the factory, acting as a "referee" for pre-shipment assessments [1] Group 1 - The FZMotion system effectively assists in measuring production robots' performance indicators and action consistency before delivery [1] - The company leverages its motion capture technology to create innovative solutions for embodied intelligence applications, covering the entire process from perception to decision-making to action [1] - The system utilizes sub-millimeter optical motion capture technology combined with multi-modal force and touch data synchronization, significantly enhancing data accuracy [1] Group 2 - The company has developed proprietary algorithms for robot skeletal redirection and reinforcement learning simulation training, which improve the learning efficiency of humanoid robots [1]

Core Viewpoint - Lingyun Guang (688400.SH) holds a small percentage of shares in Zhipu Huazhang and is actively exploring and collaborating with Zhipu in the fields of industrial big data and meta-vision business [1] Group 1 - The company has launched applications such as sign language digital humans and smart e-commerce live streaming platforms in collaboration with Zhipu Huazhang [1]

Core Viewpoint - Lingyun Optics (688400.SH) is actively involved in the optical motion capture systems for humanoid robots, collaborating with multiple domestic robot manufacturers and data collection centers across various regions [1] Group 1 - The optical motion capture system developed by the company is intended for use in humanoid robots [1] - The company has established partnerships with several domestic robot manufacturers [1] - The scale of customer cooperation and project progress will be disclosed through official announcements and public information [1]

Core Viewpoint - Lingyun Guang (688400.SH) holds a small percentage of shares in Zhipu Huazhang and is actively exploring and collaborating with Zhipu in the fields of industrial big data and Metaverse applications [1] Group 1 - The company has launched applications such as sign language digital humans and smart e-commerce live streaming platforms [1]

Core Viewpoint - The company, Lingyun Guang (688400.SH), has developed the FZMotion motion capture system, which plays a crucial role in evaluating production robots before they leave the factory, acting as a pre-shipment referee [1] Group 1: Technology and Innovation - The FZMotion system utilizes advanced optical motion capture technology with sub-millimeter precision, combined with multi-modal force and touch data synchronization, significantly enhancing data accuracy [1] - The company has developed proprietary algorithms for robot skeletal redirection and reinforcement learning simulation training, which improve the learning efficiency of humanoid robots [1] Group 2: Application and Impact - The motion capture system enables innovative solutions for embodied intelligence applications, facilitating the process from perception to decision-making to action [1]

中国国际金融股份有限公司 关于 2025 年半年度持续督导跟踪报告 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）根据 《证券发行上市保荐业务管理办法（2023 年 2 月修订）》《上海证券交易所科创 板股票上市规则（2025 年 4 月修订）》和《上海证券交易所上市公司自律监管指 引第 11 号——持续督导》等相关规定对凌云光技术股份有限公司（以下简称"凌 云光"或"公司"）进行持续督导（持续督导期间为 2025 年 1 月 1 日至 2025 年 6 月 30 日），并出具本持续督导半年度跟踪报告。 | 一、持续督导工作情况 | | --- | | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | 1 | 建立健全并有效执行持续督导工作制度， 并针对具体的持续督导工作制定相应的 | 保荐机构已建立健全并有效执行持续督导工 作制度，并针对具体的持续督导工作制定相 | | | 工作计划 | 应的工作计划 | | | 根据中国证监会相关规定，在持续督导工 作开始前，与上市公司或相关当事人签署 | 保荐机构已与凌云光签署《保荐协议》，该 | | 2 | 持续督导 ...

Group 1 - The core viewpoint highlights the strong performance of the domestic AI industry, with the Sci-Tech Innovation AI ETF (589520) experiencing a significant intraday increase of 4.27% and a current rise of 2.91%, indicating active trading with a real-time transaction amount exceeding 430 million yuan [1] - Key stocks within the ETF, such as Cambricon, Yuntian Lifei, and Xinghuan Technology, have shown substantial gains, with Cambricon rising over 9% and others increasing by more than 6% [1] - OpenAI has signed a $300 billion agreement with Oracle for computing power over five years, leading to a 36% surge in Oracle's stock price, which resulted in a market capitalization increase of approximately $250 billion in a single day [3] Group 2 - The domestic computing power industry is experiencing significant growth, with the number of standard racks in use reaching 10.85 million and the intelligent computing power scale reaching 788 EFLOPS as of June this year [3] - The urgency for domestic computing power replacement is increasing due to U.S. restrictions on advanced chip exports to China, emphasizing the need for independent design and production of high-end AI chips in China [3] - The recent policy document on implementing the "Artificial Intelligence +" initiative is expected to catalyze the industrialization of AI, with a focus on hardware-software collaboration and the establishment of AI infrastructure [4] Group 3 - The Sci-Tech Innovation AI ETF (589520) has undergone a share split, reducing the trading threshold from approximately 120 yuan to about 60 yuan, making it more accessible for investors [4] - The ETF is positioned to benefit from the rapid advancement of AI technology, with a focus on domestic alternatives and information security amid ongoing technological tensions [5] - The top ten holdings of the ETF account for over 71.66% of its weight, with the semiconductor sector representing more than 54.1%, indicating a concentrated and aggressive investment strategy [5]

9月2日，凌云光盘中下跌2.03%，截至09:43，报38.07元/股，成交2.19亿元，换手率1.22%，总市值 175.49亿元。 资金流向方面，主力资金净流入2713.29万元，特大单买入3651.55万元，占比16.67%，卖出417.50万 元，占比1.91%；大单买入5399.96万元，占比24.65%，卖出5920.72万元，占比27.03%。 凌云光今年以来股价涨73.88%，近5个交易日涨6.25%，近20日涨20.47%，近60日涨42.40%。 今年以来凌云光已经1次登上龙虎榜，最近一次登上龙虎榜为2月20日，当日龙虎榜净买入2.33亿元；买 入总计3.95亿元 ，占总成交额比22.27%；卖出总计1.62亿元 ，占总成交额比9.12%。 凌云光所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：机器视觉、空间计 算、虚拟数字人、虚拟现实、元宇宙概念等。 截至8月8日，凌云光股东户数2.40万，较上期增加1.37%；人均流通股19223股，较上期减少1.35%。 2025年1月-6月，凌云光实现营业收入13.68亿元，同比增长25.73%；归母净利润9607.55万元，同 ...

证券代码：688400 证券简称：凌云光 公告编号：2025-073 凌云光技术股份有限公司 特此公告。 (一)提前离任的基本情况 ■ (二)离任对公司的影响 根据《中华人民共和国公司法》《凌云光技术股份有限公司章程》等有关规定，黄聪良先生的辞职自公 司董事会收到辞职报告时生效。黄聪良先生的离任不会影响公司的正常运作及经营管理。截至本公告披 露日，黄聪良未持有公司股份。 黄聪良先生在任职期间恪尽职守，勤勉尽责，公司及董事会对黄聪良先生在任职期间所作的贡献表示衷 心感谢！ 关于高级管理人员离任的公告 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： 凌云光技术股份有限公司（以下简称"凌云光"或"公司"）董事会于2025年9月8日收到总经理助理黄聪良 先生递交的书面辞职报告，因个人原因，黄聪良先生向公司董事会申请辞去总经理助理职务。黄聪良先 生辞去公司总经理助理职务后，将不再担任公司及公司控股子公司任何职务。 一、高级管理人员离任情况 凌云光技术股份有限公司董事会 2025年9月10日 ...