凌云光技术股份有限公司 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。 证券代码：688400 证券简称：凌云光 公告编号：2025-060 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8月5日收到总经理助理孙成泽 先生递交的书面辞职报告，因个人身体健康原因，孙成泽先生向公司董事会申请辞去总经理助理职务。 孙成泽先生辞去公司总经理助理职务后，将继续担任公司人力资源顾问。 一、高级管理人员离任情况 (一)提前离任的基本情况 ■ 孙成泽先生在任职期间恪尽职守，勤勉尽责，公司及董事会对孙成泽先生在任职期间所作的贡献表示衷 心感谢！ 特此公告。 凌云光技术股份有限公司董事会 重要内容提示： 2025年8月6日 (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，孙成泽先生的辞职自公 司董事会收到辞职报告时生效。孙成泽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，孙成泽未持有公司股份。 ...

证券代码：688400 证券简称：凌云光 公告编号：2025-060 凌云光技术股份有限公司 关于高级管理人员离任的公告 | 姓名 | 离任职务 | 离任时间 | | 原定任期 | | 离任原因 | 是否继续在上 市公司及其控 | 具体职务 | 是否存在 未履行完 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 到期日 | | | 股子公司任职 | （如适用） | 毕的公开 | | | | | | | | | | | 承诺 | | 孙成泽 | 总经理 | 2025 8 | 年 | 年 2026 | 10 | 个人身体 | 是 | 人力资源 | 不存在 | | | 助理 | 月 5 | 日 | 月 15 | 日 | 健康原因 | | 顾问 | | (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，孙成泽先生的辞职自公司董事会收到辞职报告时生效。孙成泽先生的离任不 会影响公司的正常运作及经营管理。截至本公告披露日，孙成泽未持有公司股份。 孙成泽先生在任职期间恪尽职守， ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688400 证券简称：凌云光 公告编号：2025-059 2024年8月13日，公司完成第二次回购计划，实际回购公司股份3,480,750股，占公司总股本的比例为 0.7510%，使用资金总额为人民币59,992,936.01元（不含印花税、交易佣金等交易费用）。具体内容详 见公司同日披露于上海证券交易所网站（www.sse.com.cn）的《关于股份回购实施结果暨股份变动的公 告》。 2024年11月27日，公司完成第三次回购计划，实际回购公司股份2,563,582股，占公司总股本的比例为 0.5531%，使用资金总额为人民币59,978,528.99元（不含印花税、交易佣金等交易费用）。具体内容详 见公司于2024年11月29日披露于上海证券交易所网站（www.sse.com.cn）的《关于第三次股份回购实施 结果暨股份变动的公告》。 凌云光技术股份有限公司 关于以集中竞价交易方式 第四次回购公司股份的进展公告 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、准确性和完整性承担法律责任。 重 ...

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： 证券代码：688400 证券简称：凌云光 公告编号：2025-059 | 回购方案首次披露日 | 2024/11/29 | | --- | --- | | 回购方案实施期限 | 待董事会审议通过后 个月 12 | | 预计回购金额 | 5,000.00万元~10,000.00万元 | | 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 | | 累计已回购股数 | 17,515股 | | 累计已回购股数占总股本比例 | 0.0038% | | 累计已回购金额 | 50.02万元 | | 实际回购价格区间 | 28.49元/股~28.63元/股 | 凌云光技术股份有限公司 关于以集中竞价交易方式 第四次回购公司股份的进展公告 本次回购股份符合法律法规的规定及公司的回购股份方案。 含印花税、交易佣金等交易费用）。具体内容详见公司于 2024 年 11 月 29 日披露 于上海证券交易所网站（www ...

格隆汇8月1日丨凌云光(688400.SH)公布，截至2025年07月31日，公司通过上海证券交易所交易系统以 集中竞价交易方式首次回购公司股份17,515股，占公司总股本46,097.67万股的比例为0.0038%，回购成 交的最高价为28.63元/股，最低价为28.49元/股，支付的资金总额为人民币500,156.87元（不含印花税、 交易佣金等交易费用）。 ...

AI and Market Trends - AI applications are entering a rapid growth phase, supported by mature infrastructure and decreasing costs of large model calls, enhancing commercial potential[3] - China possesses significant data reserves and a broad demand scale, providing a competitive advantage for AI development[3] Market Performance - The A-share market experienced a general rise, with the Shanghai Composite Index up by 1.67% and the Shenzhen Component Index up by 2.33% during the week[15] - Mid-cap indices such as the CSI 500 and CSI 1000 outperformed large-cap indices, with increases of 3.28% and 2.38% respectively[17] Dietary Supplements Industry - The global dietary supplement market is projected to reach $223 billion by 2026, driven by population growth and increasing health awareness[5] - HMB, a key nutrient for muscle health, is expected to see global production reach 3,572 tons by 2030, indicating strong market potential[5] Investment Recommendations - Recommended stocks include Toris (拓尔思), which has a robust open-source intelligence data resource, and Songlin Technology (松霖科技), focusing on health robots[3] - Other notable mentions are Rongxin Culture (荣信文化), which is expanding into AI+ education scenarios[3] Corporate Actions - This week, two companies listed on the A-share market, with C Shanda and C Jiyuan seeing first-day gains of 356% and 274% respectively[33] - There were six new public offerings announced, with an average discount rate of 18.9% and an average return of 40.7% on recent fundraising projects[34][40]

Group 1 - The core viewpoint of the news highlights the significant rise of the robotics sector in the capital market, driven by advancements in "embodied intelligence" technology and capital operations, with Shuangwei New Materials (688585.SH) achieving an 11-day cumulative increase of 643.32%, setting a new record for A-share "20cm" limit-up [1] - The robotics concept stock value logic has evolved beyond traditional manufacturing, with a clearer industrial chain ecosystem emerging around the components referred to as "limbs, nerves, cerebellum, and brain" [1] Group 2 - The "limbs" represent the core components, including robotic joints and motion systems, which are fundamental to physical capabilities. For instance, Green's Harmonic (688017.SH) has over 30% market share in harmonic reducers, essential for humanoid robots in high-load scenarios [1] - The "nerves" pertain to environmental perception and signal transmission, relying on sensors and actuators. Companies like Orbbec (688322.SH) provide 3D vision cameras and LiDAR, enhancing robots' environmental awareness [2] - The "cerebellum" involves motion control and AI algorithms, depending on high-performance computing platforms. Zhongdali De (002896.SZ) supplies planetary reducers and servo systems, while companies like Lingyun Optical (688400.SH) develop solutions to optimize robotic motion coordination [3] - The "brain" refers to AI models and data ecosystems, where companies like iFlytek (002230.SZ) enhance robots' semantic understanding through voice interaction technology [3] - The evolution of these components is expected to lead to the emergence of a trillion-level market within the robotics industry chain, indicating a clearer ecosystem [3]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index rose by 0.25% as of July 21, 2025, with notable increases in constituent stocks such as Tiedao Heavy Industry (+19.90%) and Lingyun Optics (+5.66%) [1] - The Huaxia Sci-Tech 100 ETF (588800) increased by 0.39%, with a latest price of 1.02 yuan and a trading volume of 23.5642 million yuan, indicating a turnover rate of 0.82% [1] - The latest scale of the Huaxia Sci-Tech 100 ETF reached 2.864 billion yuan [1] Group 2 - CITIC Securities highlighted that sectors with high earnings certainty are performing well, and the market is expected to continue focusing on trend certainty [2] - The market sentiment remains high, with new macro narratives and event catalysts developing, particularly in the second half of the year, which is typically a busy period for technology releases in the domestic tech industry [2] - The Sci-Tech Innovation Board's outlook is positive, with investment tools becoming increasingly diverse, including the active trading of the Huaxia Sci-Tech Index ETF (589000) [2]

Core Insights - The launch of the Kimi K2 AI model in China has generated significant attention, marking a pivotal moment in the AI industry, similar to the "DeepSeek moment" [3] - The AI sector is characterized by a ten-year cycle of innovation, creating new demand through supply-side advancements, necessitating investors to stay attuned to technological evolution [4] Group 1: AI Industry Developments - The Kimi K2 model is designed as "Agentic AI," capable of understanding complex instructions and autonomously executing multi-step tasks, positioning it as a digital employee rather than just a chatbot [3] - The recent announcements from NVIDIA and AMD regarding the resumption of chip supplies to China indicate a positive trend in the AI hardware market, supporting local innovation [3] Group 2: Investment Opportunities - The Huabao AI ETF (589520) focuses on the domestic AI industry chain, showcasing strong characteristics of domestic substitution, with a balanced allocation across application software, terminal applications, and cloud chips [4] - The Huabao AI ETF has seen a remarkable performance, with the Sci-Tech Innovation Board AI Index rising by 90.90% since September 24, significantly outperforming other indices [5]

证券代码：688400 证券简称：凌云光 公告编号：2025-058 凌云光技术股份有限公司 部分董事、监事减持时间届满暨减持结果公告 本公司董事会、全体董事及相关股东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： 董事、监事持股的基本情况 本次减持计划实施前，凌云光技术股份有限公司（以下简称"凌云光"或"公 司"）监事卢源远、董事赵严分别直接持有公司 8,685,368 股、6,087,868 股股份， 占公司总股本的比例分别为 1.87%、1.31%。上述股份均为公司首次公开发行并 上市前取得的股份，已于 2023 年 7 月 6 日上市流通。 减持计划的实施结果情况 公司于 2025 年 3 月 21 日在上海证券交易所网站（www.sse.com.cn）披露了 《凌云光技术股份有限公司部分董事、监事减持股份计划公告》（公告编号： 2025-021），公司监事卢源远、董事赵严因自身资金需要，计划自公告披露之日 起 15 个交易日后的 3 个月内通过集中竞价或大宗交易方式合计减持公司股份分 别不超过 80 万股、150 万 ...